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Complete & Submit Committee Forms

Committee Members or Committee Managers (depending on the settings indicated when creating a form) can fill out and submit a form as part of a case, and if necessary, resubmit a form they have previously submitted. A form can be saved before all required questions are complete, and can be made editable again by the original respondent.

 

A committee member who is given access to a case that has required forms will receive an email with a note about the items they need to complete as part of the review.

 

Complete Committee Forms

1. Navigate to Fill out Form under Cases

Navigation: Cases > Name

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case to edit.
  3. Click Fill Out Form under the Actions column of the Required Items section within the Case Details tab.
    Case Details tab with Fill Out Form selected under Action column
 
 

2. Submit Form

  1. Answer the form questions.
  2. Click Submit Form when finished.
    • Click Save Responses to save responses and work on the form later.
  3. Click Yes to confirm submission of form.
  4. Click Edit Submission adjacent to the desired form under the Case Materials tab to make changes to a submitted form