How Can We Help?

Search icon

Search Results

  • Print
  • Share
View and Manage Case List

The list of cases being evaluated, managed or administered can be found on the Case List page. All the cases currently given access to can be seen on the Case List. When a case is moved to a committee or workflow step not given access to, the case will no longer appear on the list. Likewise, when a case moves to a committee or step given access to, the case will become visible.

 

View and Manage Cases

View Cases

Navigation: Cases > Name

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case to edit.
 
 

Filter List

  1. Click Filter to open and close a right hand drawer to filter the list by unit, case type, status, and active or closed cases. The filters selected will appear across the top of the list.

    The available options for filtering the case list are determined by the assigned user role. Unit Administrators and Case Managers see filters for Unit, Type, Status, Active or Closed. Committee Managers see Unit, Type, Status. Evaluators see Type and Status.

     

    Note that when selecting a unit as a filter from the dropdown, it is possible to choose to include child units in filtered list. When selecting a parent unit, the cases that appear are created at the parent unit and its children/grandchildren. When selecting a parent unit, the cases that appear are created at the parent unit and its children/ grandchildren. The box is checked by default.

     
  2. Click Reset Filters to remove the selected filter.
 
 

Perform Bulk Actions

Depending on assigned role in the program, the following actions may be taken to manage cases in bulk:

Notify Candidates

Navigation: Cases > Checkboxes > Notify > Send

This action notifies multiple candidates via email instructions for uploading and submitting materials through Interfolio and include a personal message.

 
  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Select the checkboxes adjacent to the cases desired to notify candidates. Put a check mark next to each one, either by selecting all cases at once or selecting each individually.
  3. Click Notify Candidates in the header that appears above the case list.
    Notify Candidates on the left side highlighted
  4. Decide whether or not to include a personal message with the email.
    • If checked, enter a Subject and Message.
    • Click the Preview button to view what the email will look like.
  5. Click Send when finished.
 
 

Send Forward/Backward

Navigation: Cases > Checkboxes > Send Forward/Backward > Send

This actions sends multiple cases forward or backward to the next or previous step in the review process.

 
  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Select the checkboxes adjacent to the cases desired to notify candidates. Put a check mark next to each one, either by selecting all cases at once or selecting each individually.
  3. Click Send Forward or Send Backward in the header that appears above the case list.
    Send Forward highlightedSend Backward Highlighted
  4. Decide whether or not to include a personal message with the email.
    • If checked, enter a Subject and Message.
    • Click the Preview button to view what the email will look like.
  5. Click Send when finished.
 
 

Close Cases

Navigation: Cases > Checkboxes > Close Cases > Save

This action closes multiple cases to reflect the final phase.

 
  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Select the checkboxes adjacent to the cases desired to notify candidates. Put a check mark next to each one, either by selecting all cases at once or selecting each individually.
  3. Click Close Cases in the header that appears above the case list.
    Close Cases highlighted
  4. Select a decision that reflects the final phase of the cases selected from the dropdown menu.
  5. Click Save when finished.
 
 

Add/Remove Statuses

Navigation: Cases > Checkboxes > Add/Remove Status

This action adds or removes a status to selected cases.

 
  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Select the checkboxes adjacent to the cases desired to notify candidates. Put a check mark next to each one, either by selecting all cases at once or selecting each individually.
  3. Select Add Status or Remove Status from the More Options dropdown menu.
    • If adding a status, search for or select a Status from the dropdown. Click Save when finished.
    • If Removing a status, click Remove Status to confirm.