Answer a Case Data Form When Creating a Case
Case data forms are used to collect information about a candidate. If added to a template or case, required questions must be filled out in order to save the form. Case data forms can be attached to a template so that cases based on the template will include the form. This article explains how to answer a case data form when creating a case based on a template. The procedure is basically the same whether creating a case from scratch, editing an existing case, or building a case based on a template.
Note that case data forms can only be filled out by a Unit Administrator, and candidates never see the questions or answers on a case data form. Attaching and creating forms are two different processes.
Answer Case Data Form
1. Navigate to the desired case under Cases
Navigation: Cases > Name
- Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
- Click the Name of the desired case to edit.
2a. Answer desired question under Case Information
Navigation: Case Options > Edit Case > Case Information > Answer
- Select Edit Case from the Case Options dropdown menu in the upper right-hand side.
- Ensure Case Information is selected under the Creating a Case section on the right-hand side.
If case data forms have been attached to the case they will appear at the bottom of the page.
- Click Answer adjacent to the desired form to answer, if a case data form has been attached.
- Answer the questions.
- Click Save when finished.
2b. Answer desired question under Edit Case
Navigation: Case Options > Edit Case > Edit Responses
- Select View Candidate Info from the Case Options dropdown menu in the upper right-hand side.
- Click Edit Responses.
- Answer the questions.
- Click Save when finished.