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Create and Edit Committee Forms

Unit Administrators in Review, Promotion & Tenure (RPT) can manage forms and questions for committee members, and assign these forms to templates and cases.

 

Sometimes it may be best to edit a form using the Options dropdown on the Committee Forms page. Duplicating a form is a powerful, time-saving feature, allowing customization for other units after creation.

 

Check out these articles for more information About Committee Forms and their Use Cases.

 

Manage Committee Forms

  1. Navigate to the Administration page and select the Committee Forms tab on the left-hand side. This screen allows you to create, edit, duplicate, and delete forms. A Unit Administrator will see committee forms for all units they have access to.

    To create a new Committee Form, click the +Add Form button on this page.

     
  2. Select Edit from the dropdown under Options next to the applicable Committee Form. From here you can also Duplicate or Delete a form.
  3. Make desired changes to the form.
  4. To add questions, Select the desired question type from the Add Question dropdown.
    Add Question dropdown with Number selected

When editing a form with recorded responses, users will be alerted that previous responses exist. Changes should not overwrite completed forms but only affect new instances.

 

Note that a committee form without any questions cannot be submitted.

 
Question Type Description
Text: Short Answer Requires the user to enter a short text response to a question.
Text: Paragraph Requires a user to add a few lines of text in response to a question.
Checkbox Presents the respondent with a list of options they can check in response to a question. Simply enter text to create the list of response options. Note that more than one checkbox may be selected.
Single Select

Present the respondent with a list of response options and asks them to choose one. Click Add Option and enter text to construct the list of options. 

  • Note that by clicking the Add “Other” option, Other becomes an option in the drop-down list.
Date Require indicating a date in response to a question. An example is: “Please provide the date of eligibility for the next sabbatical.” Under Response Options, Indicate the information desired to record, date, or time.
Number Displays a number field for the respondent to select. Decimals are allowed.
Dropdown

Allow response options to be added that will appear in a dropdown list for respondents to choose from. Click Add Option and enter text to construct a custom dropdown. 

  • Note that by clicking the Add “Other” option, Other becomes an option in the drop-down list.
Rating

Rating questions allow a scale to be set and values to be entered against which to rate a candidate on custom criteria.

  • Rating Scale: Select which scale to use from the drop-down.
    • The options are a 5, 6, or 10-point scale or a 5-star scale. 
  • Rating Criteria: More rating criteria can be added for respondents to use to rate candidates. Respondents rate candidates on the custom criteria created here using the rating scale selected. Click "Add Rating Criteria" and enter the text for the custom criteria.
  • Settings for rating questions: Whether or not to include the ability to add comments for each rating criterion can be set.

FAQs

How do you assign a form to specific Committee Managers/members without assigning it to everyone with that role?

Assign the form to the Committee Managers or Committee Members, then omit the requirement for other individuals from Manage Respondents.

 
 
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