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Add or Remove Case Statuses

Administrators, committee managers, and case managers can apply and remove color coded case statuses to mark where cases are in the review process and mark their ultimate outcomes. These statuses can be applied or removed one at a time to individual cases or as a bulk action to a group of selected cases. The available statuses that appear when adding or changing a status are set by an Administrator of the program, but custom statuses can also be created and applied to one or more selected cases.

 

Note that in order to use this feature, an Administrator needs to create a list of case statuses that will be available across an institution.

 

Add, change or remove the status of an individual case

1. Navigate to Candidate under Cases

Navigation: Cases > Candidate

  1. Navigate to Cases on the navigation menu. 
     Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the candidate to navigate to the desired case to edit.
 
 

2a. Change status

  1. Click Change at the top of the page under Status to change the current status.
    • Scroll down through the dropdown list to see more options.
    • If no status has been added, Select Status will appear
      Status section with Change selected and a dropdown listed with options Tenure Granted, Sabbatical Denied, Promotion Granted, Annual Evaluation Complete, Sabbatical Granted, Withdrawn, and Promotion Denied
  2. Select desired status from dropdown menu.
 
 

2b. Add custom status

  1. Click Change at the top of the page under Status to change the current status.
  2. Scroll down through the dropdown list and select Add Custom Status. 
     Status section with dropdown listing Tenure Denied, On hold, Cancelled, COVID DELAY, Add Custom Status (highlighted) and Remove Status
  3. Type the name of the status.
  4. Click the Save button when finished.
 
 

2c. Remove status

  1. Click Change at the top of the page under Status to change the current status.
  2. Scroll down through the dropdown list and select Remove Status.
     Status section with dropdown listing Tenure Denied, On hold, Cancelled, COVID DELAY, Add Custom Status and Remove Status (highlighted)
 
 

Add, change, or remove case statuses in bulk

1. Select desired Candidates under Cases

  1. Navigate to Cases on the navigation menu. 
     Review, Promotion & Tenure section with Cases highlighted
  2. Select the checkboxes for the candidates desired to change status for.
 
 

2a. Add status

  1. Click More Options at the top right of the blue toolbar.
    Cases landing page with More Options dropdown shown.
  2. Select Add Status.
  3. Search for or select a status from the dropdown.
    • Select Create Custom Status to create a custom status. 
    • Type custom status in the Custom Status Name field.
  4. Click Save when finished.
 
 

2b. Remove status

  1. Click More Options at the top right of the blue toolbar.
    Cases landing page with More Options dropdown shown.
  2. Select Remove Status.
  3. Click Remove Status again to confirm.