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Case Types

When creating a new case or a new template, you must mark it as one of seven case types:

  • Appointment
  • Promotion
  • Reappointment
  • Review
  • Sabbatical
  • Tenure
  • Other

You can also retroactively apply a case type to an existing case via the “Edit Case” or “Edit Template” page, but you are not required to apply a case type to existing cases.

Case types are selected when creating or editing a case or template

1. After selecting the candidate and unit for the case, on the next page you'll select a case type from the dropdown menu.

2. Select "Save & Continue" to set or change the case type