Show/hide fields for reviewing

 

You have the ability to remove the visibility of certain fields from reviewing modes. For example, you may not want to display contact details or income information to reviewers. To turn off the visibility:

  1. From the Manage workspace, go to Reviewing > Settings > Score sets
  2. Click on the score set title that you would like to hide the field from
  3. Open the 'Display' tab
  4. Select or deselect the fields within the 'Visible' column
    Visible checkbox for fields in a score set
  5. Click Save
Important: fields added to your application form after a score set has been configured will not appear by default. If you add more fields in the future, you will need to make them visible within your score set.

Show/hide attachments

If you'd like reviewers to see some attachments but not others you can add fields to the attachment. This is helpful when you want to associate some extra information with the attachment.

To do this

  1. In the Manage workspace, navigate to Applications and click Edit form
  2. Open your attachments tab
  3. Hover your cursor inside the small white box and click the + symbol when it appears
    Add field plus symbol
  4. In the configuration tray that displays on the right side of the screen, select Drop-down list from the Field type drop-down
  5. Provide a Label (seen by applicants) for your field
  6. Populate a Short title to be used in error messages and backend reporting
  7. In the Options area, add the labels you'd like your applicant to choose from, i.e. Company logo or Letter of Recommendation
  8. Under the Categories heading, choose whether the field is applicable to all categories or just some
  9. In Access, select if the field is required
  10. Save when finished

For every attachment the applicants upload, they will have the option to select one of these field types.

Type of attachment field

The advantage of this is you'll be able to show or hide specific attachment field types from reviewing. From the Manage workspace, go to Reviewing > Settings > Score sets and open a score set for editing. Then select the 'Display' tab and under 'Attachments' select which types you'd like to display.

Type of field selection in score set
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