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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, case data forms must be filled out as part of creating or editing a case. 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. 


Note that attaching and creating forms are two different processes. Check out this article on how to Create a New Case Data Form for more information.


Answer Case Data Form

1. Navigate to desired template under Templates

Navigation: Templates > Name

  1. Click Templates under Review, Promotion & Tenure (RPT) on the navigation menu.
     Review, Promotion & Tenure section with Templates selected
  2. Click the Name of the desired template to edit.

2a. Answer desired question under Case Information

  1. Select Edit Case from the Case Options dropdown menu in the upper right-hand side.
  2. Ensure Case Information is selected under the Creating a Case section on the right-hand side.
    Creating a Case section with Case Information selected

    If case data forms have been attached to the case they will appear at the bottom of the page. 

  3. Click Answer adjacent to the desired form to answer, if a case data form has been attached.
    Case Data Forms section with Answer button selected
  4. Answer the questions.
  5. Click Save when finished.

2b. Answer desired question under

  1. Select View Candidate Info from the Case Options dropdown menu in the upper right-hand side.
  2. Click Edit Responses.
  3. Answer the questions.
  4. Click Save when finished.