Answer a Case Data Form When Creating a Case
Case data forms collect candidate information and must be completed if required. Case Data Forms can be attached to a template so that cases based on the template will include the form. This article explains how to fill out a Case Data Form when creating a case from a template, with the process being similar for editing or creating cases from scratch.
Only Unit Administrators and Case Managers can view or complete Case Data Forms; candidates and committee members cannot access them.
Check out this article for information on how to Create a New Case Data Form.
Answer Case Data Form
Navigate to the Cases page and click the Name of the desired case to edit. You will navigate to that case's page. Click the Case Options dropdown in the upper right-hand corner.
- Click Edit Case and select the Case Information step from the workflow that appears. If Case Data Forms have been attached to the case they will appear at the bottom of the page where you can click Answer to complete the form.
- You can also click View Candidate Info from the Case Options dropdown where you can Edit Responses on the window that displays.
The View Candidate Info option will only appear in the Case Options dropdown if a Case Data Form has already been added to the case.
