> ## 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.

# Conducting Interviews

> How to create, fill out, and publish interview records in Credentials Portal.

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

<Steps>
  <Step title="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]
  </Step>

  <Step title="Open an interview">
    Click a candidate's name to open their interview record.

    \[Screenshot: Interview record for a candidate showing the form fields]
  </Step>

  <Step title="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]
  </Step>

  <Step title="Save your progress">
    Your responses save automatically as you type. You can return to finish the form later.
  </Step>
</Steps>

## Create a new interview record

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

<Steps>
  <Step title="Open a candidate's profile">
    Go to **People** and click on the candidate's name.
  </Step>

  <Step title="Click + New Interview">
    On the candidate's profile or the Interviews section, click **+ New Interview**.

    \[Screenshot: New Interview button on a candidate's profile]
  </Step>

  <Step title="Set the details">
    Choose the interview date, board, and interview profile (form template).

    \[Screenshot: New interview creation form with date, board, and profile fields]
  </Step>

  <Step title="Save">
    Click **Create Interview**. The form opens for you to fill in.
  </Step>
</Steps>

## Attach files

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

<Steps>
  <Step title="Click the file attachment field">
    In the interview form, click the **File Attachments** area.
  </Step>

  <Step title="Upload a file">
    Select a file from your device. You can attach multiple files.

    \[Screenshot: File attachment field with uploaded file thumbnails]
  </Step>
</Steps>

## Publish an interview

Publishing makes the interview results visible to the candidate and their mentor.

<Warning>
  Only publish an interview when the board's review is complete and final. Once published, the candidate can see the results (excluding private fields).
</Warning>

<Steps>
  <Step title="Open the interview record" />

  <Step title="Click Publish">
    Click the **Publish** button or toggle at the top of the interview.

    \[Screenshot: Publish button on the interview record with confirmation prompt]
  </Step>

  <Step title="Confirm">
    Confirm that you want to publish. The candidate will receive a notification.
  </Step>
</Steps>

## 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]