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View Committee Form Responses

When assigning a form, users can specify the internal section where the form will be displayed. Once completed, the form will appear in the designated case section under the 'Case Materials' tab on the Case page. Unit Administrators, Case Managers, and Committee Managers can also click 'Edit' on a committee form record to adjust the access level as needed at any step in the process.

 

A Committee Manager, Case Manager, or Unit Administrator can edit a committee form record and change access levels as needed for a form record within a given case step, setting limits on who can view the form as a part of the case.

 

View Responses

  1. Navigate to the Cases page and click the Name of the desired case to view. Ensure the ‘Case Materials’ tab is selected and click Read Case.
    Read Case selected on the Cases page
  2. The form will appear in the reader along with the other case materials. Scroll down in the reader to view the form responses.
    Self Assessment Form dropdown

The form responses can also be accessed via the Manage Respondents window.

 
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