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.

Filter the list
Click the "Filter" button to open and closes a right hand drawer where you can select to filter the list by unit, case type, status, and active or closed cases

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
Clicking the "Filter" button opens and closes a set of dropdown menus to filter the list by unit, case type, and active or closed cases.
Note that when selecting a unit as a filter from the dropdown, you can choose to "include child units" in your filtered list

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.

Cases - Review, Promotion & Tenure - Interfolio
The filters you select will appear across the top of the list

Note that when you toggle on Include Child Units it becomes one of the filters used to filter the list.

Cases - Review, Promotion & Tenure - Interfolio
Performing Bulk Actions

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
Notify Candidates
Select 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.

Select candidates
Click Notify Candidates

Click Notify Candidates in the header that appears above the Case List.

Click Notify Candidates
Send optional message

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.

Send 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.

Check to include message
Send Backward
Select cases to send back

Select the cases you want by putting a check mark next to each one.

Select the cases you want by putting a check mark next to each one.
Click Send Backward

Click Send Backward in the header above the Case List.

Click Send Backward

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.

Confirm Choices

Click Preview if you want to preview the message.

Preview
Send Forward

Select the cases you want by putting a check mark next to each one.

Select cases
Click Send Forward

Click Send Forward in the header above the Case List.

Send Backward

Confirm your choices by reviewing the list of cases in the dialog box and click Send.

Send Backward
Close Cases

Select the cases you want to close by putting a check mark next to each one.

Close Cases
Click Close Cases

Click Close Cases in the header above the Case List.

Click Close Cases

Confirm your choices by reviewing the list of cases in the dialog box.  

Confrim

Select a decision that reflects the final phase of the cases selected from the drop-down menu.

Select decision
Add a Custom Status if necessary

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.

Save

Click to Save and the selected cases will be closed, have the status indicated applied, and moved to the list of closed cases.

Cases - Review, Promotion & Tenure - Interfolio