Answer a Case Data Form When Creating a Case
Case data forms are used to collect information about a candidate. If added to a template or case, required questions must be filled out in order to save the form. Case data forms can be attached to a template so that cases based on the template will include the form. This article explains how to answer a case data form when creating a case based on a template. The procedure is basically the same whether creating a case from scratch, editing an existing case, or building a case based on a template.
Case data forms can only be filled out or viewed by unit administrators and case managers. Candidates and other committee members can never see the questions or answers on a case data form.
Answer Case Data Form
- Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
- Click the Name of the desired case to edit.
- Select the dropdown for Case Options
From here, there are two ways to complete a case data form. Select the tabs below to view the instructions for each method.
Complete Questions under Case Options
- Select View Candidate Info from the Case Options dropdown menu in the upper right-hand side.
- Click Edit Responses.
- Answer the questions.
- Click Save when finished.
Complete Questions on Case Information Page
- Select Edit Case from the Case Options dropdown menu in the upper right-hand side.
- Ensure Case Information is selected under the Creating a Case section on the right-hand side.
If case data forms have been attached to the case they will appear at the bottom of the page.
- Click Answer adjacent to the desired form to answer, if a case data form has been attached.
- Answer the questions.
- Click Save when finished.