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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.

 

Check out the articles About Committee Forms and Committee Forms FAQ for more detailed information on committee forms.

 

Vote Using the Committee Forms Tool

The following example demonstrates how to set up a form to allow committee members to vote through the committee forms tool. The form can then be used to record the results of the committee vote before the case is forwarded to another stage in the review process.

 

1. Navigate to Add Form under Administration

Navigation: Administration > Committee Forms > Add

  1. Click Administration under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure
  2. Click the Committee Forms  tab on the left-hand side.
    Committee Forms selected
  3. Click Add Form.
  4. Fill out Form Name, Unit, and Description.
  5. Click Add Form when finished.
 

2. Add desired Number questions

  1. Click Number from the Add Question dropdown.
    Add Question dropdown with Number selected
  2. Enter Number of Yes Votes for the Question field. Enter a description if desired. Click Save when finished.
    • Repeat this step two more times, but title the Question field Number of No Votes and Number of Abstentions for the next two.

      It is suggested to also add a Text: Paragraph question labeled "Review Notes" to allow respondents to record notes.

       
 
 

Case Information Request Form

Use this form to capture details of the review case such as current title, rank, series and proposed title, rank, and series.

 

1. Navigate to Add Form under Administration

Navigation: Administration > Committee Forms > Add

  1. Click Administration under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure
  2. Click the Committee Forms  tab on the left-hand side.
    Committee Forms selected
  3. Click Add Form.
  4. Fill out Form Name, Unit, and Description.
  5. Click Add Form when finished.
 

2. Add desired questions

The terminology at each institution may vary, but the following fields or their equivalent (Question Type in parentheses) have been suggested.

 
Question Type Details
School Dropdown Enter the organizational units at the institution as response options; recommended to add
Proposed Rank Text: Short Answer Recommended to add
Appointment Start Date Date Select Date as the Question Type and select Date as the response option; recommended to add
Appointment End Date Date Select Date as the Question Type and select Date as the response option; recommended to add
Salary Level Text: Short Answer or  Optional field
Mandatory Review Year Text: Short Answer Optional field
Probation Start Date Date Optional field
Tenure Status Dropdown Optional field
Other Institutional Affiliation Checkbox Such as hospitals and others; optional field
Current Rank Dropdown Optional field
Secondary Schools/Departments Text: Short Answer Optional field
Request Notes Text: Paragraph Optional field
 

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 recommend to create a Single Select Question Type.

  • Example Question: Please provide final recommendation:
  • Response Options:
    • Option 1: Recommend
    • Option 2: Deny
    • Option 3: Defer