View and Manage Your Case List
You will find the list of cases you are evaluating, managing or administering on the Case List page.
What cases are visible to you: You see all the cases to which you currently have access on the Case List. When a case is moved to a committee you are not on, or workflow step that you have been recused from, the case will no longer appear in your list. Likewise, when a case moves to a committee or step you have access to, the case will become visible.
Tip: You can also look for the name of the case you want to view in your list of Action Items. Clicking the name of the case here will take you directly to the case for that candidate.
Important Note: The available options for filtering the case list are determined by your user role. The screenshots below depict the case list as seen by an Administrator.
- Administrators see filters for Unit, Type, Status, Active or Closed
- Committee Managers see Unit, Type, Status
- Evaluators see: Type, Status
When you select a parent unit, the cases that appear will have been created at the parent unit AND it's children/grandchildren
If Include child units is unchecked, when you select a unit from the dropdown (parent or child), the cases that appear are for that one unit only, not inclusive of the children or grandchildren.
This box is checked by default.
Note that when you toggle on Include Child Units it becomes one of the filters used to filter the list.
There are actions that can be taken on the Case List to manage multiple cases at one time.
Depending on your role in the program, the following actions may be taken to manage cases in bulk:
- Notify Candidates - notify multiple candidates via email instructions for uploading and submitting materials through Interfolio and include a personal message
- Send Backward - send multiple cases backward to the previous step in the review process
- Send Forward - send multiple cases forward to the next step in the review process
- Close Cases - close multiple cases to reflect the final phase
- Add and Remove Statuses - add or remove a status to selected cases
Select the cases for which you want to notify candidates by putting a check mark next to each one, either by selecting all cases at once or selecting each individually.
Click Notify Candidates in the header that appears above the Case List.
If you just want to send the message as is, click Send to send it. Otherwise, tick the check box to include a personal message.
To include a personal message tick the check box and proceed to fill in all required fields. When done you can either preview your message and/or send it.
Select the cases you want by putting a check mark next to each one.
Click Send Backward in the header above the Case List.
Confirm your choices by reviewing the list of cases in the dialog box.
By default the option to send a message to the reviewers gaining access to the cases is checked with a default message text. You will need to enter a message Subject to activate the Send button.
Uncheck the Send a message box if you don't want to send a notification.
Click Preview if you want to preview the message.
Select the cases you want by putting a check mark next to each one.
Click Send Forward in the header above the Case List.
Confirm your choices by reviewing the list of cases in the dialog box and click Send.
Select the cases you want to close by putting a check mark next to each one.
Click Close Cases in the header above the Case List.
Confirm your choices by reviewing the list of cases in the dialog box.
Select a decision that reflects the final phase of the cases selected from the drop-down menu.
You can add a custom closing status if necessary and that new status will then appear in the list. Click Add Custom Status, enter the text and click Save.
Click to Save and the selected cases will be closed, have the status indicated applied, and moved to the list of closed cases.
