Case Materials

We know reviews in higher education involve a large number of materials that have to be reviewed by different individuals and groups at different times. That’s why we’ve made it easy to organize materials and control who can see what, at any given time.

Initially, all of the materials associated with a case are broken into four different categories: committee documents, candidate documents, external evaluations, and candidate forms. As an Administrator, you have the ability to rename the default packet sections, and add or remove sections to or from this list. You can also determine which materials are stored in which category and reorder materials within a material group.

For materials within one of those categories, you can control who can see and download each individual file. If you only want Administrators to be able to read evaluations from external scholars, but still want everyone on the committee to be able to see the candidate’s publications then you can create those settings. Or maybe, you want to allow the entire committee to read just one specific external evaluation and not give them access to the other letters? That’s possible, too. Users can also read and annotate materials from within the browser window. Annotations are private notes only visible to the user leaves them.

Administrators and Committee Managers can add packet sections and materials to the case that are not visible to the candidate. 
For instance, Admins and Committee Managers can add sections and upload materials for internal and/or committee use such as committee notes, meeting notes, final recommendations, or other materials being produced at the institution or received from outside sources. Changes made to the packet are saved and passed forward to the next committee, which has the same abilities to create and edit packet sections and materials. If a case gets sent back a step, it will retain any changes that have been made to the packet.


You can also share committee materials with candidates and allow them to submit a response or rebuttal to the shared material. This is especially useful when sharing the recommendation of a committee and allowing the candidate to respond or rebut the decision.  It is also possible to share case materials with all of the members of other committees in the workflow of a case (besides the current committee), and with other P&T users.

Remember that anything uploaded by a committee is not seen by a candidate, and Committee Members are not able to add, reorder, or edit sections and materials.