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Attach a Case Data Form to a Template

If you need to collect additional data about cases or candidates from Administrators, you can create a case data form and attach it to a template so that Administrators will be able to fill out the attached case data form as part of creating or editing cases based on the template. Case data forms can only be filled out by an Administrator when creating or editing a case, and candidates never see the questions or answers on a case data form.

This article explains how to attach a case data form to a template. See here for how to Attach (and Answer) a Case Data Form when Creating a Case.

Note that attaching and creating forms are two different processes. See this link for more information on how to Create a New Case Data Form.

Navigate to the Case List page:

Select "View Cases" on your ByCommittee Promotion & Tenure dashboard

Select "View Cases" on your ByCommittee Promotion & Tenure dashboard

From other screens in the program, look for the "Back to Cases" link at the top left of the page

From other screens in the program, look for the "Back to Cases" link at the top left of the page

Click "Manage Templates"

Click "Manage Templates"

This opens the Templates page

This opens the Templates page

Click the pencil icon of the template to which you want to add a case data form

Click the pencil icon of the template to which you want to add a case data form

Click "Add Case Data Form" at the bottom left of the Case Information page

Click "Add Case Data Form" at the bottom left of the Case Information page

Select the case data form from the dropdown list and click to save

Select the case data form from the dropdown list and click to save

The form will now appear under the heading "Case Data Forms" and will be available for cases based on the template

The form will now appear under the heading "Case Data Forms" and will be available for cases based on the template
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