- 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
1
Go to Settings → Interview Forms
[Screenshot: Settings navigation with Interview Forms highlighted]
2
Click + Add Form
Enter a name for the form.
3
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)
4
Reorder fields
Drag fields into the order you want them to appear during interviews.
5
Save
Click Save Form.
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
1
Go to Settings → Boards
2
Click + Add Board
Enter the board’s name.
3
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]
4
Save
Click Save Board.
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:
[Screenshot: Interview profile configuration form showing all settings]
To create a new profile, go to Settings → Interview Profiles and click + Add Profile.