Create a New Candidate Form

Administrators in Interfolio Review, Promotion & Tenure can create two kinds of forms; candidate forms and case data forms. Candidate forms are designed to collect information directly from candidates and are completed as part of a candidate's packet requirements.

Candidate forms can be created at any unit in your institution and will be available for use at all units below it in your institutional hierarchy. Candidate forms are created from the Administration Settings page. Once a form has been created, Administrators can attach it to cases or templates to which they have access.

This article explains how to create a new candidate form in Interfolio Review, Promotion, & Tenure. Please note that creating and adding a form are not the same process. Forms are created from the Administration page, but are attached when creating or editing a template or case.

Click "Manage" on your dashboard, and select "Administration" from the dropdown list

Click "Manage" on your Promotion and Tenure dashboard, and select "Administration" from the dropdown list

-Or- click on "Administration" from the navigation menu in the upper right of most screens in the program

-or- Click on "Administration" from the navigation menu in the upper right of most screens in the program

2. Click the "Candidate Forms" tab on the Administration Settings page

Click the "Candidate Forms" tab on the Administration Settings page

3. Click "Add Candidate Forms"

Click "Add Candidate Forms"

4. Enter the title and a description of the form, and select a parent unit

Note: The form will be available for units at or below the parent unit you select.

Enter the title and a description of the form, and select a parent unit

5. Click "Add Question"

Click "Add Question"

6. Enter a question title and any help information necessary to explain the question

Enter a question title and any help information necessary to explain the question

7. Select a question type

Select a question type
About Question Types:

7.1. Text Questions

Text questions prompt applicants to respond with one line of text. These are best suited for short answer, free-form responses.

 

Text Questions

7.2. Paragraph Questions

Provide applicants with an entire text box for their answer.Best suited for longer, paragraph-form responses.

 

Paragraph Questions

7.3. Multiple Choice Questions

Presents applicants with multiple answer choices, of which they can choose one. This type of question can also work for True/False, Yes/No, and other binary questions. You can also provide applicants with a box for "Other," where they enter their own answer.

Multiple Choice Questions

7.4. Checkboxes

These provide applicants with multiple answer choices, of which they can choose one or more. You can provide applicants with a box for "Other," where they can enter their own answer.

Checkboxes

7.5. Grid Questions

Presents applicants with columns and rows, of which they can select one option per row. This type of question can be used to express preferences, e.g., which courses the applicant would like to teach.

 

Grid Questions

8. Customize and preview how your form will appear to candidates

Once your questions are added you can drag and drop to change the order in which they appear and also add formatting to customize how the form displays.

For more complex forms, we recommend including these elements for order and clarity:

  1. Section Divider: A simple horizontal line that can visually break up the form.
  2. Section Heading: A large-text label that can be placed atop a discrete section of your form.
  3. Section Description: Contextual text that can be tucked underneath a heading and above the actual questions.

To add form elements click the dropdown menu beside the "Add Question: button and select a formatting element.

Customize and preview how your form will appear to candidates

Click "Show Applicant Preview" to see how the form will appear to applicants

Click "Show Applicant Preview" to see how the form will appear to applicants

9. The new form can now be attached to cases and templates by units at or below the unit at which it was created in the institutional hierarchy