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Create a Case

This article explains how Institutional Administrators, Unit Administrators, and Case Managers can create new cases in Review, Promotion, and Tenure.


Create a Case

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
     Review, Promotion & Tenure section with Cases highlighted
  1. Click Create Case in the upper right-hand corner of the case list.
  2.  Click Select Candidates to search for and select the appropriate candidates. 

    You will only be able to select one template for this case creation. If you select more than one candidate, you will not be able to choose the Custom Case option.

  3. Search for a Candidate by typing their name in the field provided.
    • If the candidate exists in the system, the name will appear. Select the candidate and click Add Candidate.
    • If the candidate does not exist in the system, you must add the user on the Users and Groups page first.

      If creating a case for a user that is not part of the institution (for example, if this is an appointment action), it is recommended to add the user with their current personal/professional email.


      Once a case has been created, candidate information cannot be edited.

  4. Select Continue.
  5. Select the unit to assign the case(s).
  6. Select the type of case.

    Selecting the type will filter the available templates to select for the case. It is not a required field. You can skip this field, select the template you need, and add the case type later.

  7. Select the template to use as a starting point.
    • If only one candidate has been selected for the case creation, you may choose to create a custom case from scratch. This option will not appear if more than one candidate has been selected.
  8. Select Continue.
  9. Review the case information.
  10. Assign a deadline for candidate submission of the entire packet.
    • If a hard deadline has been indicated for this template, the candidate's packet will be automatically submitted and locked on this date.
  11. Assign due dates for individual candidate sections and for each step of the review workflow. Due dates for individual sections are always soft deadlines.

    Check out this article About Dates/Deadlines for more information.

  12. Indicate if the candidate will be involved in the evaluation.

    This setting cannot be changed later.

  13. Indicate if the candidate should be notified immediately of the case. 
    • If you choose yes for this option, you will have the option to include a custom message for the candidate.
  14. Select Create Case.
    • If cases were created in bulk, you will be directed back to your Cases page. From there, you can search for an individual case in order to make any edits.
    • If a single case was created, you will be directed to that specific case page.

Once the case has been created, check out this article on how to Edit a Case for step-by-step instructions on completing or editing each section within a case.



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