Committee Forms Use Cases
To provide a model for how each institution can best use committee forms, the following use cases, drawn from real-world examples of how clients are using the committee forms tool, have been prepared.
Committee Forms Use Cases
- Navigate to the Administration page, click the Committee Forms tab on the left-hand side, and click the +Add Form button.
- Fill out the information on the Add Form window that appears and click +Add Form when finished.
Vote
This example shows how to set up a form for committee members to vote using the committee forms tool, which records the vote results before advancing the case to the next review stage.
- On the Edit Form page, select Number from the Add Question dropdown.
- On the Add Question page, set the Question field to “Number of Yes Votes" and enter a description if desired. Click Save when finished.
- Repeat this step two more times, but set the Question field to “Number of No Votes” and “Number of Abstentions.”
It is suggested to also add a Text: Paragraph question with the Question field set to "Review Notes" to allow respondents to record notes.
Committee Member 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.
- Question Field: Please provide a final recommendation
- Response Options:
- Option 1: Recommend
- Option 2: Deny
- Option 3: Defer
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 |
FAQ
If a step has two committees and the required form visibility is set to Admin & Committee, who will be able to view it?
If the Committee Form Requirement has the specified permissions set, both Administrators and Committee Members will be able to view it. However, only the committee for which the form is required will be able to complete it.