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Create Cases in Bulk for Multiple Candidates at Once
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Using a simple setup wizard, Administrators can create cases for multiple candidates at once, all of the same type, and all using the same template. During the setup process you can:

  • Declare, for all the cases you are creating, whether or not the candidate will submit a packet
  • Set due dates that will be shared by all the cases you are creating
  • Select any number of candidates from the list of all existing Interfolio Promotion & Tenure users at that institution

Select "Cases" from the left hand navigation menu

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Click the carat to the upper right of the screen on the "Create Case" button, and select "Create multiple cases"

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1. Case Setup:

1.1. Search for or select the unit in which you want to create cases from the dropdown menu

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1.2. Select the type of cases you are creating

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When setting up multiple cases, all cases must be of the same type. For instance, you can set up multiple promotion cases, or multiple tenure cases, etc.

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1.3. Select the template for the cases you are creating

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Please make sure you are creating your cases based on a template that has the correct information, because you will not be able to make changes to the template during this process.

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You can click "Preview" to view the specifics of each template in the list.

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1.4. Click "Continue" when you are ready

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2. Select the candidates for whom you are creating cases:

2.1. Indicate if the candidates will submit a packet

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Important: Choose Yes if the candidate will need to be involved at ANY point in the process. If you may want the candidate to submit materials or be involved at ANY step in the workflow, you MUST select Yes here.

This setting can not be changed after the case has been created.

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2.2. Click "Add Candidates"

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2.3. Search for candidates by name, email, or unit, and click "Add" to create a case for them

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You may only select candidates from users who have previously been added to Interfolio (e.g. as Evaluators).

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2.4. Click "Continue" once you have added all the candidates

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3. Summary & Confirmation:

3.1. Review and confirm the information, associated forms and requirements for the cases you are creating

Note that you can Preview any attached forms.

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3.2. Set dates for the submission of candidate requirements

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3.3. Set dates for submission of committee work

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3.4. Confirm list of candidates who will have cases created for them

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3.5. Select whether or not to notify candidates

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3.6. If you do notify candidates, you can create a message to send to candidates with the notification

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3.7. Click to create cases

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