Would you like nominators to be able to search for a nominee whose information then gets populated into the nomination form? 

For example:

• Nominate a faculty member for a committee role or recognition award.
• Nominate a student for a scholarship or leadership role.
• Nominate a research team for funding.

The Nominations Tool is a custom component designed specifically for nomination processes. While it works "out of the box" with your existing InfoReady user list, it is most valuable when a user-based data feed is set up for your site with your IT team. Following that configuration, administrators can use the tool on any application form they choose, listed in the steps below.

Determining the Dataset

• InfoReady will work with your IT team to construct a user file that is sent to your InfoReady site (typically daily).
• Each dataset must include the user's Email Address, which is the data used to look up the nominee.
• Subsequent columns list additional data, with each header matching the desired field label on the application.
• Columns should be listed in the order you'd like them to appear on the form.

1. Add the Nominations Tool Component to the Application Form

• From the Requirements page of any opportunity made from the Form Designer Template, in the InfoReady Tools section, there will be a Nomination icon:

2. Configure the Fields

• A modal will display all the potential fields you can include on the application form.
• Because Email Address is the field used to look up the nominee, it is required to display in both search and the form.
• In the Display in Search column, you should select any field that users may search by to find the correct person.
• In the Display in Form column, select any field you'd like to actually show on the application form and be available as data in reporting and PDFs when managing your process.
• In the Read Only column, select the fields you do not want nominators to edit. (This is the default selection for all fields).

3. Choose Notification Options

• Switch the toggle on for any option you want to activate.
• To view and/or edit the notifications nominees receive, edit the email templates on the Notifications page.
• Once all selections are made, click Ok to add the tool to the form.

4. Determine Amounts and Check Fields

• You will see the base tool on the screen, which is organized by the data source as the overall section and each field within the section.
• To make any adjustments, scroll to the bottom of the section and click Settings.

• A - The overall section title can be renamed but should be descriptive of the overall nomination selection.
• B - You can make the section required.
• C - Default is 1. If more than one nominee is required, you can edit this amount.
• D - The minimum number of nominees required.
• E - The maximum number of nominees the nominator is allowed to enter.
• F - Click to bring up the same modal from Steps 2 and 3 to make adjustments.

Nominator Experience

• When nominators reach that section of the form, they can start typing to search by the Email Address field only and select the appropriate person.
• Note: Even though applicants will see other data in the dropdown, the search only functions for the email address.
• If they're allowed to enter more than one nominee, they will click the Add new link at the bottom of the section to enter additional, up to the maximum selected by administrators (see E in Step 3).

Administrative Reports and PDFs

• Responses gathered in the Nomination Tool are treated the same way as a Repeatable Section.
• In Excel reports, each field in the nomination section is treated as a separate question.
• For example, if each nomination has 4 fields, and the nominator inputs 3 nominees, there will be 12 separate columns on the Excel report.
• Excel Column Headers and PDF question labels are in the format: Section Name/Field Label

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.