Planner and Faculty Form Requests
VIDEO TRANSCRIPT | Recorded: 2017-08-04 | Verify against current system state
Abstract¶
Tutorial explaining the automated process for collecting planner and faculty information in Fluid Review. When applicants enter faculty names, the system automatically sends email invitations requesting bio and disclosure forms. Application cannot be submitted until all faculty have completed their required forms.
Key Procedures¶
- Enter faculty information (first name, last name, email)
- System automatically sends form requests to faculty
- Monitor task status (pending vs complete)
- Resend invitation if faculty hasn't received email
- Wait for all faculty to complete before submitting application
Notable Statements¶
- 0:00:06 "That's quite an easy process now. We've simplified it so that when you enter in your planner and faculty information, they will automatically be sent all the forms that they're required to fill out"
- 0:00:17 "Once they have filled them out and they are complete, then you can submit your application"
- 0:00:26 "If you have less than 50 faculty, you'll begin to enter"
- 0:00:46 "You are required to fill out a faculty bio and disclosure request for each faculty"
- 0:01:03 "All you're required to fill out is first name, last name, and email address"
- 0:01:20 "You can always resend the invitation if they're having trouble receiving it from their email"
- 0:01:31 "This task is now pending. This means that the faculty has not yet completed their faculty bio and disclosure form"
- 0:01:40 "Please remember that you cannot submit until all of your faculty bios have been completed"
Systems & Configurations¶
Systems Mentioned¶
- Fluid Review / SurveyMonkey Apply (application platform)
Specific Configurations¶
| Item | Value/Setting | Timestamp | Notes |
|---|---|---|---|
| Faculty limit | 50 (for direct entry) | 0:00:26 | Standard entry threshold |
| Required fields | First name, last name, email | 0:01:03 | Minimum for invitation |
| Required forms | Faculty bio, Disclosure | 0:00:46 | Must complete before submit |
Task Statuses¶
| Status | Meaning |
|---|---|
| Pending | Faculty has not completed forms |
| Complete | Forms submitted successfully |
Credentials/Access Mentioned¶
- Email address required for faculty invitations
Vendor Contacts Mentioned¶
None mentioned in this recording.
Errors & Troubleshooting¶
- Issue: Faculty not receiving invitation email
- Cause: Email delivery issues
- Resolution: Use resend invitation feature
- Timestamp: 0:01:20
Transcript Gaps & Quality Notes¶
- Very brief tutorial (2 minutes)
- Applicant-facing training video
- Historical documentation from 2017
- Example uses "Donald Duck" as faculty name
- Bulk faculty entry (50+) process not shown