About Candidate Involvement in Cases
Candidate involvement determines whether a faculty member will directly participate in their RPT review by uploading materials, completing required forms, or receiving case-related communications. This setting shapes the entire review experience, including what the candidate can access, how their packet is prepared, and how workflow steps function.
This choice cannot be changed after the case is created, so it is important to select carefully. If access becomes necessary, the case must be deleted and recreated with candidate involvement enabled.
Set Candidate Involvement in Case Creation
When creating a case, administrators must choose whether the candidate will participate in the evaluation.
- Select Yes when the candidate needs to upload or manage packet materials, complete required forms, or receive system-generated communications during their review
- Select No when the review is conducted entirely by administrators or committees and candidates should not access the packet.
After a case is created, it becomes visible on the candidate’s dashboard if visibility is enabled. From there, candidates can begin assembling their packet and manage their own materials. They can upload, replace, or remove content at any time as long as the relevant section is unlocked.
FAQs
Can Administrators or Case Managers edit a candidate’s submitted materials?
No. Administrators and Case Managers cannot upload, edit, delete, or reorder any content the candidate submits. Their role is limited to managing the case structure—such as unlocking packet sections, adjusting access settings, and managing internal-facing documents—but they do not have the ability to change candidate-submitted materials.
How do candidate packet submissions affect committee notifications?
Committee Members and Committee Managers receive notifications whenever any packet section is submitted, even if the full packet is not yet complete. This allows committees to begin reviewing early sections as needed.
If your institution prefers to prevent early notifications, you can configure an initial Admin Only step at the start of the workflow. This ensures that committee steps do not begin (and committee members are not notified) until the appropriate time.
What should we do if a candidate uploads the wrong document?
If a candidate mistakenly uploads an incorrect document, an administrator will need to unlock the relevant packet section. Once the section is unlocked and the candidate is notified, the candidate can delete the incorrect file and upload the correct version.