Add Required Committee Form to Case Review Steps
Unit Administrators in Review, Promotion & Tenure (RPT) can require committees or individual reviewers to complete forms at specific workflow steps. Committee Forms are added from the Case Review Steps section when creating a template or editing and individual case. Committee Forms are commonly used to collect evaluations, votes, ratings, and structured feedback during committee review. Once a Committee Form is added as a requirement, it appears in the ‘Required Items’ section of the case and must be completed by the individual who are explicitly assigned as respondents at the workflow step. Unit Administrators, Case Managers, and Committee Managers cannot complete Committee Forms on behalf of other reviewers.
Creating a form and adding it to a packet are separate steps. Forms must already exist in RPT before they can be added to a case and are created and managed from the Administration section. This article explains how to add and edit Committee Forms when managing committees for a case review step. For candidate‑facing forms, check out this article on Adding Required Candidate Forms to Packet Requirements.
Completed Committee Forms remain associated with the workflow step if a case is moved backward and continue to respect visibility settings.
Add Committee Form
- Edit the desired template (Templates > Edit) or individual case (Cases > Case Options > Edit Case). The images below will follow the steps for editing an existing case. However, these steps also apply when creating or editing a template.
- Select Case Review Steps from the right-side navigation, then click Edit next to the desired committee.
- Select the Required Forms tab under the ‘Reviewers’ section and click +Add Required Form.
- Fill out the information on the Add Committee Form window that appears.
Forms must be created from the Administration section of RPT before they can be added to templates or cases. Form availability is determined by unit assignment. Only forms created at the case’s unit or above in the hierarchy will be available to select from this dropdown.
- Internal Section for Responses determines where form responses appear in the case.
- Response Visibility controls who can view submitted responses.
- Who submit the form allows you to specify whether the form is completed by the whole committee or just the committee managers
- Click +Add Form when finished. The number of required items is indicated by the numbered blue circle on the Case Details tab of the Case Information page.
Omitting Requirements
In limited circumstances, a Unit Administrator or Committee Manager may want to bypass a required committee form for specific committee members or reviewers to prevent delays. This would allow the case to proceed without that form being completed.
FAQs
Do committee forms have due dates?
No. Committee forms do not have due dates or deadlines. While a due date can be set on a case review step, it serves only as a visual indicator and does not enforce submission deadlines.
Can committee members see each other’s committee form responses?
Only if visibility is enabled for the step. Otherwise, committee members see only their own submissions.
Can a form be assigned to only some committee members?
Yes. Assign the form to the full group, then omit specific people in Manage Respondents.
Committee forms cannot be made optional, they are always required for anyone they are assigned to.
Can committee forms appear at the top of candidate requirements?
Yes, create a dedicated requirement section that includes only those forms. Once you have this section prepared, you can position it at the top of the candidate requirements to ensure that those forms are displayed first.