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Manage Case Settings for an Institution

This article explains how to manage case settings such as enabling commenting, enabling downloads, and managing deadline types.

 

Please note that comments are committee specific. Members of a committee can only see comments left by other members of that committee. Comments disappear when the case is moved to a different step.

 

Enable/Disable Comments

1. Navigate to the Comments and File Downloads under Administration

Navigation: Administration > Checkboxes

  1. Click Administration under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure
  2. Ensure the Case Settings tab is selected on the left-hand side.
    Case Settings section selected
  3. Check or uncheck the checkboxes under the Comments and File Downloads sections to allow comments and downloads
    • Check the box below the Comments section to allow committee members and administrative users to post and respond to comments on cases at.
    • Check the box below the File Downloads section to enable committee members and administrative users to download case materials. Please note that Interfolio cannot block screen capture tools or other means of saving documents outside of our program.
 

Edit Candidate Deadline Settings

1. Navigate to Edit Deadline Settings under Administration

Navigation: Administration > Edit Deadline Settings

  1. Click Administration under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure
  2. Ensure the Case Settings tab is selected on the left-hand side.
    Case Settings section selected
  1. Scroll to the bottom and click the Edit Deadline Settings button under the Candidate Deadline Settings section.Candidate Deadline Settings with Edit Deadline Settings button below
 

2. Select Deadline Type and Notification Settings

  1. Click the radio button next to the desired deadline type under the Packet Deadline Type section.
    • Soft Deadlines: Allow candidates to submit after the deadline. 
    • Hard Deadlines: Does not allow candidates to submit after the deadline. Any materials in the packet, or the empty packet itself, will be sent to the first step of the review when the deadline has passed.  
  2. Check or uncheck the checkbox under the Automatic Submission Notification section. Set who should be notified when a hard deadline passes. 
    • Users can select to notify a Unit Administrator or a Case Manager. The selected roles will be notified of automatic candidate packet submissions after the deadline has passed.