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There are three kinds of forms in Interfolio Promotion & Tenure; candidate forms, case data forms, and committee forms. Candidate forms are designed to collect information from a candidate and are completed by the candidate in the process of completing their packet of materials. A Case data form is designed to attach pertinent information about the candidate to a case and can only be filled out by an Administrator in the program. Committee forms allows Administrators to require, collect and report on the results of responses to fixed questions from individual reviewers and committee members. All three types of forms are completely customizable and can be added to both a template or a case. The benefit of gathering data from or about the applicant on a custom form is that the information collected can easily be generated into a report which you can view in your browser and export as a CSV file for use in a spreadsheet program.

When creating a candidate form, you have the option to make a question required. That means that the candidate will not be able to submit his/her application without answering the question on the form. If the question is not required, the candidate can submit his/her case without answering the question. You can also require questions on case data forms, but these are accessed from the Case page of a candidate, and are not part of the candidate submitting their case. In fact, candidates will never see the questions or answers on a case data form.

When creating your form, you will be asked to house the form within a unit. Attaching a form to a unit controls which units can use those forms for their cases or templates. For instance, if you create a form at the institutional level, any unit below it (colleges or departments) can access that form while creating a case. If you create a form at the college level, only that college and the departments within that college can access that form. If you create a form at the departmental level, then the only unit that can access that form when creating a case is that department.

Useful Articles for Getting Started

Create a New Candidate Form

Create a New Case Data Form

Create a Committee Form

Edit an Existing Form