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Create and Edit Committee Forms

Unit Administrators in Review, Promotion & Tenure (RPT) can create, edit, delete and duplicate forms and questions for committee members to use within a case, and can assign committee forms to templates and cases. Committee forms are created from the Administration section of RPT.

 

Manage Committee Form

Create

1. Navigate to Add Form under Administration

Navigation: Administration > Committee Forms > Add Form

  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

    This opens a screen from which it is possible to create, edit, duplicate, and delete forms. A Unit Administrator should see committee forms associated with all units to which they have access.

     
  3. Click the Add Form button.

    Sometimes it may be best to edit a form using the Options dropdown on the right. The ability to duplicate a form once it has been created is a powerful and time-saving feature. For example, a form can be created at one unit and then duplicated and customized for the purposes of other units.

     
 
 

2. Fill out the information

  1. Enter the Form Name, Unit, and Description, if desired. 
  2. Click Add Form when finished.
 
 
 
 

Edit

1. Navigate to Add Form under Administration

Navigation: Administration > Committee Forms > Options > Edit

  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

    This opens a screen from which it is possible to create, edit, duplicate, and delete forms. A Unit Administrator should see committee forms associated with all units to which they have access.

     
  3. Select Edit from the dropdown under Options adjacent to the desired Committee Form to edit.
  4. Make desired changes.
 
 

2. Add header section to form

  1. Click the Add Header button adjacent to the Form Creation section.
    Form Creation section with Add Header button on the right side
  2. Enter the Name and Description of the header.
  3. Click Save when finished.
  4. Click Edit, Delete, or Duplicate under the Options dropdown adjacent to the header once it is created to take specified actions.
 

3. Add question(s)

  1. Select the Question type from the Add Question dropdown.
    Add Question dropdown with Number selected
  2. Enter the Question, Description, Question Type, and whether the question is required in order to submit the form (checkbox under the Settings section).
  3. Enter Response Options.

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

     

    Depending on the type of question added, different response options will have to be set. Response options can be set for Multiple Choice, Checkbox, Dropdown, and Rating questions. 

     
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.
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.
 

4. Edit, Delete, or Duplicate Question

  1.  Click the Options button next to the question.
  2.  Select Edit, Delete, or Duplicate.
 
 
 
 
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