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Attach a Case Data Form to a Template

To collect additional data about cases or candidates, create a Case Data Form and attach it to a template. Unit Administrators can fill out this form when creating or editing cases, but candidates never see the questions or responses. This article explains how to add a Case Data Form to an existing template. Note that the process is the same when adding a Case Data Form to a new template.

 

Check out this article on how to Answer a Case Data Form When Creating a Case to see how Case Data Forms appear to Unit Administrators and Committee Managers when completing them.

 

Attach Case Data Form

  1. Navigate to the Templates page and click the Name of the desired template to edit. Ensure the Template Information step is selected on the page that displays.
  2. Click Add Case Data Form under the Case Data Forms section.
    Add Case Data Form link selected under Case Data Forms section
  3. Select the Form from the dropdown and click Save when finished.
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