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Committee Form Use Cases

Committee Member Vote

This example shows how to set up a form to record the committee member vote results before advancing the case to the next review stage.

 
  1. Select Number from the ‘Add Question’ dropdown. On the Add Question page, set the Question field to ‘Number of Yes Votes.' Click Save when finished.
    Number of Yes Votes question with the Question Type set to Number
  2. Repeat these steps two more times, but set the Question field to ‘Number of No Votes’ and ‘Number of Abstentions.’

It is also recommended to also add a 'Text: Paragraph' Question Type with the Question field set to 'Review Notes' to allow respondents to record notes.

 
  1. The completed form should look as follows:
    Number of Yes Votes, Number of No Votes, Number of Abstentions, and Review Notes sections

Evaluation Form

Previously, Department Chairs, Deans, or Committee Members would upload a document reflecting their evaluation of a case. Now, Unit Administrators can create a form to capture that same information. It is recommended to create a 'Single Select' Question Type.

 
  1. Select Single Select from the ‘Add Question’ dropdown.
  2. On the Add Question page, set the Question field to ‘Please provide a final recommendation' and add the Response Options ‘Recommend’ ‘Deny’ and ‘Defer.’
    Response Options section with Recommend, Deny, and Defer
  3. Click Save when finished.

Case Information Request Form

This example shows how to use this form to capture details of the review case such as current title, rank, series, and proposed title, rank, and series. The terminology at each institution may vary, but the following fields or their equivalent (Question Type in parentheses) have been suggested.

 
Question Type Question Field Title Details
Dropdown School Enter the organizational units at the institution as response options; recommended to add
Text: Short Answer Proposed Rank Recommended to add
Date Appointment Start Date Select Date as the Question Type and select Date as the response option; recommended to add
Date Appointment End Date Select Date as the Question Type and select Date as the response option; recommended to add
Text: Short Answer or “Blank” Salary Level Optional field
Text: Short Answer Mandatory Review Year Optional field
Date Probation Start Date Optional field
Dropdown Tenure Status Optional field
Checkbox Other Institutional Affiliation Such as hospitals and others; Optional field
Dropdown Current Rank Optional field
Text: Short Answer Secondary Schools/Departments Optional field
Text: Paragraph Request Notes Optional field
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