About the Cases Page in RPT
The Cases page is the primary workspace for administrators to view, monitor, and manage review cases in Review, Promotion & Tenure (RPT). From this page, administrators can:
- Track the progress of active and completed reviews
- Access individual cases
- Monitor workflow activity across units
- Locate cases using filters and search
The Cases page provides a centralized view of all cases within your assigned unit(s).
Role-Based Access to Cases
The cases visible on this page depend on your role and unit assignment. Access is determined by unit hierarchy and workflow step configuration.
- Institutional Administrators and Unit Administrators can view and manage cases across their assigned units.
- Case Managers can access cases based on their assigned units and workflow steps
- Committee Managers and Reviewers access cases through workflow steps and committee assignment
About the Cases Page
Each row on the Cases page represents a single cae and includes key information such as the candidate name, unit, review type, template name, current workflow step, case status, and step deadline. This information allows administrators to quickly assess where a case is in the review process.
Perform Bulk Actions
Administrators can also perform bulk actions from this page. Select the checkboxes next to the desired candidate names to:
To access a case, select the candidate's hyperlinked name. This opens the case workspace where you can review materials, monitor progres, and manage workflow and participation.
Using Filters to Manage Cases
When working with a large number of cases, filters help you narrow your view to specific groups of cases. You can filter cases by unit, review type, template name, case status, active or closed cases, and additional criteria such as incomplete requirements.
Available Filters by User Role
- Unit Administrators/Case Managers: Unit, Type, Status, Active/Closed filters
- Committee Managers: Unit, Type, Status
- Evaluators: Type, Status.
Filters allow administrators to identify cases that require attention, track progress across review cycles, and locate specific cases quickly.
Using Filters in Practice
- Identify Cases Ready to Advance: Filter by case status, workflow step, or missing required materials
- Review Completed or Closed Cases: Filter by closed cases or final case status
- Track Progress Across a Unit: Filter by unit or review type
- Locate Cases from a Specific Template: Filter by template name