> ## Documentation Index
> Fetch the complete documentation index at: https://docs.credentialsportal.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Interview Forms & Boards

> Configure interview forms, boards, and interview profiles for your district.

Credentials Portal structures interviews around three configurable components:

* **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

\[Screenshot: Interview Forms settings page showing the default Post-Interview Form for Board with its fields listed]

## 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

<Steps>
  <Step title="Go to Settings → Interview Forms">
    \[Screenshot: Settings navigation with Interview Forms highlighted]
  </Step>

  <Step title="Click + Add Form">
    Enter a name for the form.
  </Step>

  <Step title="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)

    \[Screenshot: Field editor with type selector, label input, and private toggle]
  </Step>

  <Step title="Reorder fields">
    Drag fields into the order you want them to appear during interviews.
  </Step>

  <Step title="Save">
    Click **Save Form**.
  </Step>
</Steps>

### Edit or delete a form

Click any form to edit its fields. To delete, click **Delete Form**.

<Note>
  Deleting a form removes it from any interview profiles that reference it. Existing interview records retain their response data.
</Note>

## 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

<Steps>
  <Step title="Go to Settings → Boards" />

  <Step title="Click + Add Board">
    Enter the board's name.
  </Step>

  <Step title="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]
  </Step>

  <Step title="Save">
    Click **Save Board**.
  </Step>
</Steps>

## 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                              |

\[Screenshot: Interview profile configuration form showing all settings]

To create a new profile, go to **Settings → Interview Profiles** and click **+ Add Profile**.