Create and Edit Committee Forms

Administrators in Review, Promotion & Tenure 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.

Adding a Committee Form
2. Select "Committee Forms" on the Administration page

This opens a screen from which you can create, edit, duplicate, and delete forms.  A unit Administrator should see committee forms associated with all units to which they have access.

3. Click "Add Form" to create a new committee form

Workflow suggestion 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.

Adding questions
3. Enter Response Options

Depending on the type of question you choose to add, you may have to set response options. Response options can be set for Multiple Choice, Checkbox, Dropdown, and Rating questions. Read more about response options in the description of question types below.

4. Set Question Settings (make a question required)

You must set whether or not a question is required and must be answered to submit the form. Some question types have additional settings as well. See the discussion of question types below for more information.

Required questions must be answered to submit a form. They will appear on the Form Creation page with a red asterisk as shown below.

5. Reorder questions if necessary

To reorder questions, simply click the blue grid icon to the left of the question and drag and drop it to where you would like it to appear to the respondent.

About question types

You can create the following question types:

  • Short answer text questions
  • Paragraph text questions
  • Checkboxes
  • Single Select (multiple choice) questions

Along with these new question types:

  • Date questions
  • Number questions
  • Drop Down questions
  • Rating questions

See below for illustrated examples of how to add each question type.

Text: Short Answer Questions

Select "Text: Short Answer" to add a question that requires a user to enter a short text response to a question.

You can set whether or not this question is required to submit the form.

If "Text: Short Answer" is selected, the Form Creation page will display this question as a single-line text input field as shown below:

Text: Paragraph Questions

Select "Text: Paragraph" to add a question that requires a user to add a few lines of text in response.

You can set whether or not this question is required to submit the form.

If "Text: Paragraph" is selected, the Form Creation page will display this question as a text block field with basic formatting tools as shown below:

Checkbox Questions

Select "Checkboxes" in the Question Type dropdown to add a question that presents the respondent with a list of options they can check in response to question. Simply enter text to create the list of response options. In the example question below, the respondent is asked "What is the candidate applying for?" and asked to check Promotion and/or Tenure.

Note that more than one checkbox may be selected.

When the checkbox question appears on the form it will look like this:

Single Select (Multiple Choice) Questions

Select "Single Select" from the Question Type menu.

Single select questions allow you to present the respondent with a list of response options and ask them to choose one.  

In the example below, the respondent is asked to indicate the status of the candidate and presented with a list of possible selections, "Tenured, Tenure Track, Non-Tenure Track."

Click "Add Option" and enter text to construct your list of options.

Note that you can select Add "Other" to add "Other" as an option in the drop down list.

When the single select question appears on the completed form it will look something like this:  

Some users may be familiar with Short Answer, Paragraph, Multiple Choice, and Checkbox questions from our other products, but we have also added the following brand new question types to accommodate committee forms:

  • Date
  • Number
  • Dropdown
  • Rating
Date Questions

For date questions, select "Date" from the "Question Type" drop down menu.

These questions require indicating a date in response. An example is: "Please provide the date of eligibility for the next sabbatical."

Under Response Options, Indicate the information you want to record, date or time.

Set if the question is required or not. You will see the response options you indicate displayed.

The Date question will look something like this on the completed form. Note that you can select the date from a calendar, and the hour format is HH:MM:

Number Questions

For Number questions, select "Number" from the Question Type menu.

Selecting "Number" as a question type will display a number field for the respondent to select.

The "Number" question will look something like this on the completed form. Note that you can increase or decrease and select the number in the field:

Rating Questions

For Rating questions, select "Rating" from the Question Type menu.  

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

Rating Scale: Select which scale you would like to use from the drop down.

You can choose from a

  • 5 point scale
  • 7 point scale
  • 10 point scale
  • 5 Star scale

You can either accept the default values for your scale or enter text of the rating that corresponds with the point value as in the example below where 1 point equals "Significantly Below Average/Guideline," and 5 points equals "Significantly Above Average/Guideline."

 

Rating Criteria: You can add one or more rating criteria for respondents to use to rate candidates. Respondents rate candidates on the custom criteria you create here using the rating scale you have selected.

Click "Add Rating Criteria" and enter the text for your custom criteria.

Settings for rating questions: You can set whether or not to include the ability to add comments for each rating criteria, include "Unable to rate" as an option in the rating scale, or indicate if the question is required in order to submit the form.

The Rating question will look something like this on the completed form. Note the "Add Comment" button. If you set to enable comments, this button will appear on the form, and when pressed it opens an area for respondents to input text.  

Edit and duplicate committee forms

Click Options button to edit, duplicate, or delete a committee form.

Workflow suggestion 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.