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Add a Required Form to the Packet Requirements for a Case

Unit Administrators in Review, Promotion & Tenure (RPT) can add forms for the candidate to fill out when completing their packet. Since candidate packet sections can each have their own due date, forms can be set to be due so that data can be gathered from candidates at various stages of a review. Form requirements are generally set from the Packet Requirements screen during the process of creating a template or creating a case. The instructions below describe how to add and edit form requirements when editing packet requirements for a particular case.


Note that adding a form to the packet and creating forms are two different processes. A form must be created in the program before it will be available to add to the case. Check out this article for more information on how to create a new form.


Add Required Form

1. Navigate to desired case under Cases

Navigation: Cases > Desired Case

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

2. Edit Case

  1. Select Edit Case from the Case Options dropdown in the upper right-hand corner.
    Case Options dropdown with Edit Case selected
  2. Click Candidate Requirements from the Creating Case menu on the right-hand side.
    Creating a Case section with Candidate Requirements selected

3a. Add Requirement to packet

  1. Click Add Requirement under the Packet Requirements section adjacent to the desired section.
    Packet Requirements section with Add Requirement button below
  2. Fill out Document information.
  3. Click the Form tab.
  4. Select desired Form type from the dropdown.
  5. Click Save when finished.

3b. Create new packet section

  1. Click Add Section at the top of the packet requirements section.
    Packet Requirements section with Add Section button below
  2. Enter a Name, Description, and set the appropriate Due Date for the section.
  3. Click Save when finished.

Note that the description can be formatted and links can be included that will appear to the candidate when uploading materials to the section.


Remember that forms are created from the Administration page. For more information check out this article on how to Create a New Candidate Form.


If it is desired that a form be submitted by a particular date, it must be in a section with the appropriate due date. A new packet section in which to add the form and set the date due for the packet section may need to be created.