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Attach a Case Data Form to a Template

If additional data needs to be collected about cases or candidates from Unit Administrators, a case data form will need to be created and attached to a template so that Unit Administrators will be able to fill out the attached case data form as part of creating or editing cases based on the template. Case data forms can only be filled out by a Unit Administrator when creating or editing a case, and candidates never see the questions or answers on a case data form. This article explains how to add a case data form to an existing template, but the process is the same when attaching a case data form when creating a template.


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


Attach Case Data Form

1. Navigate to Name of desired template under Templates

Navigation: Templates > Name

  1. Click Templates under Review, Promotion & Tenure (RPT) on the navigation menu.
     Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired template to edit.

2. Add Case Data Form

  1. Ensure Template Information is selected from the menu on the right-hand side.
    Creating a Template section with Template Information selected
  2. Click Add Case Data Form under the Case Data Forms section.
  3. Select the Form from the dropdown.
  4. Click Save when finished.