Answer a Case Data Form When Creating a Case

Case data forms are used to collect information about a candidate. If added to a template or case, case data forms must be filled out as part of creating or editing a case.

Case data forms can be attached to a template so that cases based on the template will include the form. Note that case data forms can only be filled out by an Administrator, and candidates never see the questions or answers on a case data form.

This article explains how to answer a case data form when creating a case based on a template. The procedure is basically the same whether creating a case from scratch, editing an existing case, or building a case based on a template.

Note that attaching and creating forms are two different processes. See this link for more information on how to Create a New Case Data Form.  

The "Case Information" page is the first page you see when creating a case

The Case Information page is the first page you see when creating a case

You can also access this page by selecting "Case Information" from the "Edit Case" menu

Select "Case Review Step" under "Edit Case" to the right of the screen

If case data forms have been attached to the case they will appear at the bottom left of the page

If case data forms have been attached to the case they will appear at the bottom left of the Case Information page

Click "Answer" to fill out the case data form

Answer the questions on the form and click "Save" when you are done

Answer the questions on the form and click "Save" when you are done

A check mark will appear when the form is completed

A check mark will appear when the form is completed