Reader review forms are used to capture application ratings and comments during the reading process. Reader Review forms may be associated with a specific bin and will display to the right of the Reader.  Once the form is submitted, it will be associated with the applicant and the form results can be displayed in the Reader.  Multiple forms may be submitted on an applicant.

Create a Reader Review Form

1. Click Forms in the top navigation bar.

2. Click New Form.

3. Enter the following User configurations in the pop-up window:

   • Page Title - The Page Title will display as the name of the form.

   • Folder - Keep forms organized by saving review forms in a Review Forms folder.

   • Status - Set the Status to Confirmed/Active.

On the Form Management screen, click Edit Form to begin building a Reader Review form.

Form Fields

Use the Form Builder palette to add questions to the Reader Review Form.

• Enter a unique field label and export key for every field on the Reader Review Form. This will make it easier to identify and export Reader Review Form data.
  
  For example, if there are multiple comment fields on the form, give each one a unique label (e.g., Academic Comments, Extracurricular Comments) and a unique export key (e.g., aca_comments, extra_comments). 

Configure the form fields as follows: 

• Status - Status should be set to Active.

• Type - Select a compatible format type for your field.

• Label - Provide a unique label that will display on each field name.

• System Field - Reader Review forms may be mapped back to a system field or left unmapped. Only select a system field when appropriate. Otherwise, leave this setting blank. 

• Export Key - If a System Field was selected, the Export Key will pre-populate. If not, provide a unique export key name.

• Data Type - Select the appropriate Data Type. Note: If the field is storing a numeric value, be sure to select either Int (integer - no decimal) or Real (decimal number). This will allow the use of the value in a calculation on the form and filter on the numeric values.

• Prompts - If the field is mapped to a system field, the prompts will pre-populate. If not, list the possible values if the field has option values.

• Default Value - Configure a default value if the form field should display a particular value when the form is opened. 

• Options - Carefully consider how each Option setting will affect a Reader Review form field:

  • Required - Determine which fields should be required on the review form.

  • Internal Only - This setting is for public-facing forms and should not be used on a Reader Review form field.

  • Read Only - Use this setting for read-only fields that should display (and not update) data from the student record.

  • Hidden - This setting is used for calculated fields.

  • Disabled - This setting is not necessary for a Reader Review form.

Associate a Reader Review Form with a Reader Bin

1. Click Database in the top navigation bar and select Reader Review Forms.

2. Click Insert.

3. Enter the following User configurations in the popup window:

   • Show In Bin - Select the Reader Bin where your Reader Review form should appear.

   • Into Bin (optional) - A Reader Review form may display conditionally based on the next bin a reader selects. For example, the review form can display only if the reader selects 'Portfolio Review' as the next bin. 

   • Form - Select the desired Reader Review form to display.

   • Required - Decide if the Review Form is required. A reader will not be able to send an application to the next bin if the Required setting is set to Yes and any required fields on the Reader Review Form are not completed. Note: If No is selected, the Reader Review form will be collapsed in the Reader by default. Any required fields will only be required if the reader elects to display the form.

Configure the Review Form Process

One-to-Many

If the same Reader Review Form is used at multiple stages of the reading process, configure the same form to display in multiple bins:

One-to-One

If separate Reader Review forms are used at different stages of the reading process, configure each Reader Review form to display in the desired bin:

Many-to-One

If multiple Reader Review forms are used at one stage of the reading process, configure each Reader Review form to display in that bin:

Consider the reading process when configuring the Required setting on Reader Review forms. Forms may not all need to be required to submit responses.

Mapped vs System Fields

There are three reasons to map to a custom or Slate standard field on a Reader Review Form:

You wish to display Reader Review form fields on the person record

A specific data point on the form is to be used in a calculation

Step I. Create a Reader Review Form

1. Add a mapped reader rating form field

Step II. Create a second Reader Review Form

1. Add the mapped reader form field that was added on Reader Review Form 1.

2. Mark the field as 'Hidden'

3. Add a second reader rating field

4. Add a third form field to house the total rating

   • Mark this field as 'Hidden'

   • Add the form calculation

Reader one form (as displayed in Reader)

Reader two form(as displayed in Reader)

Review Rating 1 and Reader Rating Total as 'Read Only'

Review Rating 1 (Hidden) - The Review Rating 1 is mapped to the same system field used on the 'Reader Review Form (Reader One)', making the value available on 'Reader Review Form (Reader Two)'. Typically this field is configured as Hidden since the second reader will not be changing the value. In some cases, a second reader does not want to know what the first reader rated the applicant.

Review Rating 2 - The second reader enters a rating with a separate form field.

Reader Rating Total (Hidden) - This field is a calculated field that dynamically updates based on the two submitted ratings. Typically this field will be configured as Hidden since the second reader will not be changing this value. In some cases, a second reader does not want to know what the first reader rated the student.

The most recently submitted data from multiple Reader Review forms should display

Mapping these ratings to a system field can be filtered upon for the most recent rating, regardless of which form set the value.