Scheduler Report Form

An interview report form can be attached to your interview slots so interviewers can easily submit the information your staff needs to see when evaluating application.

Create the Form
  1. Click Forms in the top navigation bar.
  2. Click New Form.
  3. Enter the following User configurations in the popup window:
    • Page Title - The Page Title will display to the interviewers when the form is accessed.
    • Folder - Keep forms organized by putting the form in a folder. Select Other to create a new folder.
    • Status - Make the Status Confirmed/Active.
    • Description - Use the Description tab to optionally display information to the interviewers just below the form title.

Use the Form Builder Palette to drag in the content to add to the Interview Report Form. 

Note: Interviewers complete the form by clicking on a personalized report form link. The form is then automatically associated with the specific record. While completing the form, the interviewer is able to see the name and email address of the record at the top of the form.

Important!

The interview registration form and the interview report form must have matching scopes! For example, if the registration form is application-scoped, the interview report form must be application-scoped as well.

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  Best Practice

Provide a unique field label and export key for every field on the Interview Report Form. This will make it easier to identify and export Interview Report Form data.

For example, if there are multiple comment fields on the form, give each one a unique label (e.g.,
Motivation Comments, Leadership Comments) and a unique export key (e.g., motive_comments, leader_comments).

  Mapped Fields?

Most of the data collected on an interview report form will typically be through unmapped form fields. However, rating information (e.g., an overall rating) may be mapped as a system field if the value is needed for other form calculations.

Report form field behavior is the same as other forms in Slate: submitted data can always be exported, used in queries, and displayed in the Reader.

Link the Scheduler Report Form

Attach the interview report form to the interview template by configuring the interview registration form.

  1. Click Scheduler in the top navigation bar.
  2. Click the Templates folder.
  3. Select the interview template.
  4. Click Edit Form.
  5. Click Edit Properties.

Configure the Report Form setting to use the Interview Report Form. This will link the Interview Report Form to interview slots that use this template.

A Submit Report link will administratively appear when a student registers for a slot.

Also, a report link will be available as a merge field for communications. Use this merge field in a communication that sends to interviewers. 

Not for Registrants!

Never include the {{Form-Report-Link}} merge field in a communication that sends to the interview registrant. The report form should only be sent to interviewers.

Submit the Form

Click on a scheduled interview slot to review the registration information for that slot and to submit the Interview Report Form.

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Click on the registrant to display registration details and to access the Interview Report Form:

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