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Add Candidate Form Requirements to a Case

This article explains how to add candidate form requirements by adding (attaching) an existing form to a template or case. Note that attaching and creating forms are two different processes. See these links for more information on how to Create a New Form or Edit an Existing Form.

Form requirements are set from the Packet Requirements screen during the process of adding packet requirements when creating a template or creating a case.  Administrators can also add and edit form requirements when editing packet requirements for a particular case from the Case Review page.

Note that Administrators can add a form requirement to each section of the packet. Because they are added to packet sections, forms can be due on different dates. This means institutions can gather data from candidates at various stages, depending on the information they need.

Navigate to Case page of the case you want to edit

Click the name of the case to access the Case page.

Navigate to Case page of the case you want to edit

To edit the case, click the pencil icon to the right of the page

 To edit the case, click the pencil icon to the right of the page

Click "Packet Requirements" under the "Edit Case" menu to the right of the screen

Click "Packet Requirements" under the "Edit Case" menu to the right of the screen

This opens the Packet Requirements screen

This opens the Packet Requirements screen

Click "Add Requirement" under the appropriate packet section

Click "Add Requirement" under the appropriate packet section

Click the "Form" tab

Click the "Form" tab

Select the form from the dropdown menu and click "Save"

Note: Forms are created from the Administration page. For more information see this article on how to Create a New Candidate Form.

Select the form from the dropdown menu and click "Save"
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