- Forms — The questions and fields filled out during an interview
- Boards — The committees or groups that conduct interviews
- Interview Profiles — Templates that combine a form with settings for a specific interview type
Interview forms
Default form
Your district includes a pre-configured Post-Interview Form for Board with the following fields:- Committee recommendation (dropdown: Recommend / Do not recommend)
- What excited the committee about the candidate (long text)
- What the candidate should work on (long text)
- Private board notes (long text, admin-only)
- File attachments
- Quiz completed (checkbox)
Add a form
Add fields
Click + Add Field for each question. For each field, choose:
- Label — The question text
- Field type:
- Short text
- Long text
- Checkbox
- Select (dropdown with configurable options)
- File attachment
- Private — Check this to make the field visible to admins only (hidden from candidates and mentors)
Edit or delete a form
Click any form to edit its fields. To delete, click Delete Form.Deleting a form removes it from any interview profiles that reference it. Existing interview records retain their response data.
Boards
Boards represent the credential committees in your district. Board members are assigned to boards and can view and fill out interviews for candidates who appear before their board.Default board
Your district starts with a Credentials Board. You can rename it or add additional boards.Add a board
Add board members
Select people from your district to assign as members of this board. Only people with a Board-type role can be assigned.[Screenshot: Board member selector showing a list of people with Board roles]
Interview profiles
Interview profiles are reusable templates that combine a form with specific settings for an interview type. When creating a new interview, you select which profile to use.Default profile
Your district has one default interview profile that uses the default board form.Configure a profile
Each profile has the following settings:| Setting | Description |
|---|---|
| Name | Profile name (e.g., “Initial Board Interview”) |
| Form | Which interview form to use |
| Who can create | Whether admins and/or mentors can create interviews using this profile |
| Who can edit responses | Which roles can fill in the interview form |
| Allow audio | Whether audio recording is enabled |
| Allow file attachments | Whether files can be attached |
| Allow summary | Whether a freeform summary field is shown |