Edit a Case
This article explains how to edit the sections of a case.
Edit Case
- Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
- Select the desired case to edit.
- Click Edit Case under Case Options.
- On the Case Summary Page, you can edit each section by selecting it from the Creating a Case Menu.
Check out the accordions below for detailed information on each step of case creation.
Case Sections
Candidate Requirements
Here users can change the candidate packet settings, including the deadline type and candidate section settings to allow or disallow candidates to submit packets after the deadline. Users can also add specific instructions to the candidate about assembling their packet and any other procedures, policies, or deadlines at the institution. Links can be included to required forms and online resources such as instructions or handbooks outlining policies.
Section | Details |
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Packet Deadline Type |
Under the Candidate Packet Settings section, set the packet deadline type. The deadline type is set by a Unit Administrator as a setting on the Administration page and applies to all cases across the institution. A deadline type can be selected on the template level and applied to all cases that use the template.
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Candidate Packet Section Settings | Allow candidates to add their own sections to their packets. |
Candidate Instructions | Add instructions to the candidate about assembling their packet, procedures, policies, or deadlines at the institution. Links can be included to required forms and online resources. These instructions will appear for any case built using this template. |
Faculty Activity Reporting Vita | This option will only appear if the institution uses both RPT and Faculty Activity Reporting (FAR, Faculty180). |
Packet Requirements |
The packet requirements created here will become available for any case built using this template. A single packet section labeled Candidate Documents appears by default, but new custom packet sections can be created for materials desired to receive from a candidate. Each section can contain a due date, a description, and requirements for particular materials, such as a CV, teaching statement, and syllabi.
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Click Continue when finished.
Internal Case Sections
Internal case sections can be created to help committee members or individual users organize documents that will be added during the process of reviewing a case. Internal case sections will not be visible to the candidate. Sections added here should correspond with larger groups of materials that will be organized together.
Note that with internal case sections, a space for documents added to the case by committees and reviewers is being created. Specific document requirements can be created for reviewers of the case when adding case review steps.
- Select Above or Below the candidate packet to decide where internal case sections will appear on the case page.
- Click Remove to remove the external evaluation section from the template or case.
- Click Add Section to add another internal section. Add a name and description for the new internal section.
Case Review Steps
Edit Case Review Steps
Case Review Steps can be edited in order to make changes to committees, administrator access, and committee requirements. Unit Administrators and Case Managers can update the steps within an existing case, while Unit Administrators and Template Administrators can update the steps within a template. This article explains how to access and manage the details of a case review step.
Edit Case Review Steps
- Navigate to the Case Review steps page when editing a case or template.
On the Case Review Step page, you can view, add, delete, or reorder steps. This page will also show you which step the case is currently at in the workflow.
- Click Edit adjacent to the case review step to be taken to the Edit Details page of the case review step.
Step Details
Overview of Step Details
Step Details control the name and due date for the step. This due date is a soft deadline. The case needs to be manually sent forward by an administrator, case manager, or committee manager.
Edit Step Details
- Click Edit Step Details to edit this information.
- Edit the name and due date.
Academic Levels
Overview of Academic Levels
For any given workflow step, the only users who can see the case are the assigned Committee Members and Administrators & Case Managers of the academic levels who have been granted access to that step. When managing academic levels, you can recuse or grant access to an entire level, or recuse individual administrators and case managers.
Manage Academic Levels
- Select Manage Academic Levels to make changes to the academic levels granted access to the case at this step in the workflow
- Select the drop-down window under Academic Levels to make changes to the academic levels granted access to the case at this step in the workflow.
Once you've assigned the appropriate Academic Levels for this step, a list of all individual administrators and case managers included in those academic levels will appear.
- Click Recuse/Unrecuse adjacent to the desired Unit Administrator or Case Manager to remove/give access to that step.
Reviewers/Committee Management
Overview of Reviewers
Under the Reviewers section on the page, you can add/remove committees, manage committee membership and requirements, and provide specific instructions for the committee.
Manage Committees within the Reviewers Section
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Add Committee |
Additional committees can be assigned if multiple committees require access to the packet at the same step. |
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Remove/Replace Committee |
Click Remove from the Options dropdown. Note that there must be at least one committee added to the Case Review Step at all times. If there is only one committee on the step, it will not be able to be removed until a new committee is added. Unit Administrators and Case Managers in Interfolio Review, Promotion & Tenure (RPT) can replace the committees or individual reviewers associated with any case review step while retaining any requirements and instructions that have already been set at that step. |
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Manage Committee Members |
Temporary changes for Standing Committees can only be made on existing cases, not on templates. Global changes to Standing Committee membership must be made from the Users & Groups page. While most actions (such as adding or recusing a committee member) are specific to the case being worked on, committee management assignments are global and will take place on all cases using the same Standing Committee. If the user should only be a committee manager on one specific case/step, the best process is to add a separate Ad Hoc committee with the appropriate user and assign the manager role from there. |
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Add Instructions |
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Required Documents |
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Required Forms |
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Settings |
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Case Summary
The last page, the Template Summary page allows you to review a template. Select any of the previous sections to go back and make any necessary changes.