Skip to main content
Interviews in Credentials Portal are structured records that document a candidate’s board interview. They capture form responses, audio recordings, file attachments, and the board’s recommendation. [Screenshot: Interview record showing filled-out form fields, an audio recording, and attached files]

​
Prerequisites

  • You must be assigned to the board for this interview
  • The candidate must have a profile in the district
  • An administrator must have created the interview record (or configured a profile that lets board members create them)

​
Fill out an interview form

1

Open Interviews

Click Interviews in the main navigation. You’ll see interviews assigned to your board.[Screenshot: Interviews list showing candidates and their interview dates]
2

Open an interview

Click a candidate’s name to open their interview record.[Screenshot: Interview record for a candidate showing the form fields]
3

Fill in the form fields

Complete each field in the interview form. Field types include:
  • Dropdown — Select one option (e.g., “Recommend” or “Do not recommend”)
  • Long text — Type extended notes or observations
  • Short text — Type a brief response
  • Checkbox — Mark as completed
  • File attachment — Upload supporting documents
[Screenshot: Interview form with all field types visible and partially filled in]
4

Save your progress

Your responses save automatically as you type. You can return to finish the form later.

​
Create a new interview record

If your role and the interview profile allow board members to create interviews:
1

Open a candidate's profile

Go to People and click on the candidate’s name.
2

Click + New Interview

On the candidate’s profile or the Interviews section, click + New Interview.[Screenshot: New Interview button on a candidate’s profile]
3

Set the details

Choose the interview date, board, and interview profile (form template).[Screenshot: New interview creation form with date, board, and profile fields]
4

Save

Click Create Interview. The form opens for you to fill in.

​
Attach files

Within an interview record, use the File Attachments field to upload supporting materials — quiz results, signed forms, or reference documents.
1

Click the file attachment field

In the interview form, click the File Attachments area.
2

Upload a file

Select a file from your device. You can attach multiple files.[Screenshot: File attachment field with uploaded file thumbnails]

​
Publish an interview

Publishing makes the interview results visible to the candidate and their mentor.
Only publish an interview when the board’s review is complete and final. Once published, the candidate can see the results (excluding private fields).
1

Open the interview record

2

Click Publish

Click the Publish button or toggle at the top of the interview.[Screenshot: Publish button on the interview record with confirmation prompt]
3

Confirm

Confirm that you want to publish. The candidate will receive a notification.

​
Private fields

Fields marked private in the interview form are visible only to administrators — they are never shown to candidates or mentors regardless of publish status. Use private fields for internal board notes. [Screenshot: Private field with a lock icon indicating admin-only visibility]