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Use New Committee Forms to Create a Candidate Review Form

Use Case: Candidate Review

This use case covers how to build a complete candidate review form using the new committee forms experience, covering conditional logic, rating scales, calculated scores, repeating sections, and signatures.

 
  1. Create a new committee form by navigating to Administration > Committee Forms > Create Form > New Form. Enter ‘Review of Candidate’ as the form title, select a unit, and enter a description (optional) on the ‘Create New Committee Form’ window that appears. Click Add Form to continue onto the next step.
    Create new Committee Form window with Title, Unit,a dn Description fields.
  2. Click the Add Question button in the center of the page to add your first question.
     Add question button on empty form page.
  3. A ‘Single-Line Input’ question will appear under Page 1.
    Page 1 and question 1 block shown below Review of Candidate
  4. Change the title of Page 1 to “Candidate Information" and the title of question1 to 'Candidate Name.' Use the question sidebar on the left-hand side, or continue using the Add Question button in the middle to add the following questions:
    1. Dropdown question titled “Review Type.”
      • Change the Question ID in the right-hand panel to "Review Type" so you can find it in a later step.
      • Give the dropdown the following options: Annual Review; Promotion; Tenure Review; Mid‑Tenure Review; Post‑Tenure Review.
    2. Dropdown question titled “Promotion Level.”
      • Change the Question ID in the right-hand panel to "Promotion Level" so you can find it in a later step.
      • Give the dropdown the following options: Assistant to Associate; Associate to Full 
Review type dropdown question with Question ID as Review Type

Additional Question Types to Consider for a Candidate Review Form

The following sections demonstrate additional question types you can add to a committee form using the new form builder.

 

Add Conditional Question: Promotion Level

Add a Conditional Logic question. Follow the steps below to set the “Promotion Level” dropdown question so it only shows if ‘Review Type' equals ‘Promotion.’

  1. Go to the Logic tab at the top of the form builder interface and select Add New Rule.
  2. From the Select... button choose “Review Type," leave the Equals button as is, and select “Promotion” from the Review Type dropdown.
  3. From the Select action... button choose “Show/hide question” and select “Promotion Level” from the Select a question button. 
  4. Click Done to add the new rule. Now, the “Promotion Level” question will only appear if the review type is promotion.
 
 

Evaluation Ratings

Switch to page 2 of the form, title it "Evaluation Rating," and add the following questions:

  1. A rating scale (1-5) titled “Teaching Quality Rating.”
    • In the right-hand panel under Question ID, call it “Teaching.”
  2. A rating scale (1-5) titled “Research/Scholarly Activity Rating.”
    • In the right-hand panel under Question ID, call it “Research.”
  3. A rating scale (1-5) called “Service and Engagement Rating.”
    • In the right-hand panel under Question ID, call it “Service.”
 
 

Add Overall Score calculated field

  1. From the question panel on the left, add an Expression question type and title it “Overall Score.”
  2. In the right-hand panel under General > Expression, enter the following formula: ({Teaching} + {Research} + {Service}) / 3. This will take each of those question ID scores, and calculate the average.

It is recommended to click on the Preview tab at the top and navigate to the Evaluation Ratings section to test the calculated field.

 
 
 

Repeating Section: Strengths & Concerns

  1. Using the left-hand question sidebar, add a Dynamic Panel question type titled “Strengths & Concerns.” 
  2. Inside the panel, add the following questions by dragging them into the panel from the left sidebar:
    • A dropdown titled "Category" with the options ‘Strength’ and ‘Area for Growth/Concern’
    • A long text question type titled "Description".
  3. Click on the repeating section to highlight it, then set the minimum and maximum allowed number of repeats using the right-hand settings panel.
 
 

Signature

  1. Add a Panel question type titled “Signature.”
  2. Add the following questions into the panel:
    • A signature question
    • A date input, which is a type of single-line input (hover over the arrow by the single-line input in the left question sidebar so the submenu opens, then select date)

      If you'd like, you can drag and drop the date input next to the signature so they are side by side.

       
 
 

Click the Preview tab at the top of the page to preview how the form will appear.

 
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