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Create a New Case Data Form

Unit Administrators in Interfolio Review, Promotion, & Tenure (RPT) can create three kinds of forms; candidate forms, case data forms, and committee forms. Where candidate forms are used to collect additional information from candidates, and committee forms are used to collect responses from individual committee members, case data forms are used to include additional data about candidates in a case. Candidate forms are filled out by candidates while case data forms are filled out by Unit Administrators in the program and are designed to allow the Unit Administrator to add data to the form over the course of the case. This article explains how to create a new case data form in Interfolio RPT. 

  • Case data forms can be created at any unit in the institution and will be available for use in templates or cases at all units below it in the institutional hierarchy. Only Unit Administrators can fill out case data forms.
  • Candidates have no access to the case data form questions or responses. 

Please note that creating and adding a form Is not the same process. Forms are created from the Unit Administration page but are attached when creating or editing a template or case.


Create Case Data Form

1. Navigate to Add Case Data Forms under Administration

Navigation: Administration > Case Data Forms > Add Case Data Forms

  1. Click Administration under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure
  2. Click the Case Data Forms tab on the left-hand side.
     Case Data Forms selected
  3. Click the Add Case Data Forms button.

2. Fill out the information and add questions

  1. Enter the Form Title, Form Description, and select the parent Unit.

    Note that the form will be available for units at or below the parent unit selected.

  2. Click Done when finished.
  3. Click Add Question.
  4. Enter a Question Title and any Help Information necessary to explain the question.
  5. Select a Question Type. Check out the table below to view more information on each type of question.
Question Type Details
Text Question Text questions prompt applicants to respond with one line of text. These are best suited for short answer, free-form responses.
Paragraph Question Provide applicants with an entire text box for their answer. Best suited for longer, paragraph-form responses.
Multiple Choice Question Presents applicants with multiple answer choices, of which they can choose one. This type of question can also work for True/False, Yes/No, and other binary questions. Applicants can be provided with a box for Other, where they enter their own answer.
Checkboxes Question These provide applicants with multiple answer choices, of which they can choose one or more. Applicants can be provided with a box for "Other," where they can enter their own answer.
Grid Question Presents applicants with columns and rows, of which they can select one option per row. This type of question can be used to express preferences, such as which courses the applicant would like to teach.

vi. Click the Question Required checkbox to require the question to be answered before submitting the form.

vii. Click Save when finished.

Once questions are added, they can be dragged and dropped to change the order in which they appear. Formatting can also be added to customize the form display. The new form can now be attached to cases and templates by units at or below the unit at which it was created in the institutional hierarchy.


Click the dropdown menu beside the Add Question button to select a formatting element. For more complex forms, it is recommended to include these elements for order and clarity:

  • Section Heading: A large-text label that can be placed atop a discrete section of the form.
  • Section Description: Contextual text that can be tucked underneath a heading and above the actual questions.
  • Section Divider: A simple horizontal line that can visually break up the form.
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