Manage Case Settings for an Institution
This article explains how to manage case settings such as enabling commenting, enabling downloads, and managing deadline types.
Please note that comments are committee-specific. Members of a committee can only see comments left by other members of that committee. Comments disappear when the case is moved to a different step.
Manage Case Settings for an Institution
1. Navigate to Case Settings under Administration
- Click Administration under Review, Promotion & Tenure (RPT) on the navigation menu.
- Ensure the Case Settings tab is selected on the left-hand side.
2a. Enable and Disable Comments or Downloads
Check or uncheck the checkboxes under the Comments and File Downloads sections to allow comments and downloads
- Check the box below the Comments section to allow committee members and administrative users to post and respond to comments on cases at the institution.
- Check the box below the File Downloads section to enable committee members and administrative users to download case materials. Please note that Interfolio cannot block screen capture tools or other means of saving documents outside of our program.
When downloads are enabled at the institution, they can be turned on/off at the case level.
2b. Edit Default Candidate Deadline Settings for the Institution
On the Administration page, Institutional Administrators can set the default deadline type for all templates created at the institution. This deadline setting can be changed when creating a template. If a hard deadline is set as the default, you can indicate which users (Administrators and/or Case Managers) should be notified of automatic packet submissions due to the hard deadline date.
- Scroll to the bottom and click the Edit Deadline Settings button under the Candidate Deadline Settings section.
- The following window will display on the right-hand side.
- Click the desired Packet Deadline Type radio button.
- Soft Deadlines: Allow candidates to submit after the deadline.
- Hard Deadlines: This does not allow candidates to submit after the deadline.
- Check or uncheck the Automatic Submission Notification checkboxes to set who should be notified when a hard deadline passes.
Users can select to notify a Unit Administrator or a Case Manager. The selected roles will be notified of automatic candidate packet submissions after the deadline has passed.
Any materials in the packet, or the empty packet itself, will be sent to the first step of the review when the deadline has passed.