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Add Internal Case Sections

When creating a template or case, internal case sections can be added that are specifically intended to house materials added to the case by Individuals, Committee Managers, and Administrators. Only Individuals, Committee Managers, and Unit Administrators, can see internal case sections, and all materials within them are completely invisible to the candidate. Internal case sections do not involve requirements. Committee-facing document requirements can still be set up as part of a workflow step. At both the template and case level, internal case sections allow all documents that are neither documents added by the candidate, nor external evaluations to be grouped together to ensure that these documents remain completely invisible to the candidate. When adding internal case sections, there is the option of including a special section for requesting and collecting external evaluations through the system. This article shows briefly how to set up Internal Case Sections.

 

Add Internal Case Sections

1. Navigate to Internal Case Sections under Cases 

Navigation: Cases > Case Options > Edit Case > Internal Case Sections

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
     Review, Promotion & Tenure section with Cases highlighted
  2. Select the Name of desired case to edit.
  3. Click Edit Case from the Case Options dropdown.
    Case Options dropdown with Edit Case selected
  4. Click Internal Case Sections under the Creating a Case section.
     Creating a Template section with Internal Case Sectinos selected

    By default, two packets sections labeled Committee Documents and External Evaluations appear. These sections can be edited or removed.

     
 
 

2. Add section

  1. Click Add Section.
  2. Enter the Name and Description of the section.
 
 

Check out this article on Requesting External Evaluations to learn more about the process.