View Case Materials
The case page is the central workspace for Committee Members in Review, Promotion & Tenure. Most importantly, this is where you can access the candidate materials, forms, and communication tools necessary to evaluate a candidate's case.
From the case page, Committee Managers and Administrators can also perform administrative functions such as moving a case forward or backward, managing materials, applying case statuses, communicating with candidates and Committee Members, and other functions.
This article explains how Committee Members evaluating a case can access materials and what they can expect to find on the case page of candidate.
Navigate to the home page of your institutional account and check for tasks
Notices about cases you are assigned to review and that need attention will appear in the My Tasks list on your homepage.
You can access your cases any time by selecting "Cases" under Review, Promotion & Tenure in the navigation bar
You will see a list of cases that are available to you
Note that you can filter this list by unit and case type.
Click the name of the candidate to view case materials
Clicking on the name of the candidate will direct you to the Case page, shown below, where you can access materials and forms available to committee members, and view and download materials submitted by a candidate.
Note that the case page is a tabbed interface, the Case Materials tab, and the Case Details tab.
The Case Materials tab is divided into two main parts that can each contain one or more sections; the candidate packet, and internal (case) sections.
The Candidate Packet is made up of one or more sections the candidate will see when adding materials. These sections contain materials added to the candidate packet, either by the candidate or on their behalf, and any required forms completed by the candidate.
Materials here will be visible to the candidate and available for them to use in their current case. The candidate will be able to replace or delete any files in an unlocked section of the candidate packet before they submit their packet for review.
Internal Sections are case sections available to committee members reviewing the case and cannot be viewed by the candidate. Here you will find materials you may need as part of your review such as committee documents.
Please note that some materials added to internal sections can be shared with the candidate by an administrator or committee manager.
You may see an internal section labeled "External Evaluations" if your institution has elected to use our feature for requesting and collecting evaluations from external reviewers.
You may also see a section labeled "Migrated Case Materials." This section contains materials that were originally in the Candidate Packet section, but that we moved as a precaution because materials in the Candidate Packet are visible to the candidate.
- The Case Details tab is where you can view the other members of your committee
- If enabled, you can also view comments from other committee members, and leave comments on the case
Committee voting results
If a committee vote has taken place and the results have been recorded by the Committee Manager or Administrator, you can also see those results at the bottom of the Case Details tab.
On the "Case Materials' tab of the case page, you can read or download documents that were submitted by the candidate, committee members, and external evaluators.
If the institution administering the case has elected not to allow downloading, the Download option will not be available. Some individual documents may also have downloading restricted.
Search for case materials by title
You can search for particular case materials by title. This acts as a filter, displaying only materials with a matching title.
Click "Read Case" to load all accessible case materials into our document viewer where they can be viewed online
You can also click on the title of a document to open that specific document in the document viewer.
The document viewer displays all materials organized by sections. Note that you can download materials (if enabled), search through the PDF files of materials, and leave annotations on the materials.
To download a PDF or Zip file of all selected materials, select one or more materials from the list, then click the "Download" button at toward the top right of the page
Click the check box in the blue bar above the list to select all materials listed, or select one or materials to download.
Note: Multiple committees can have access to a case at a given case review step. If a user is assigned to more than one committee with access to a case at the same step, they can switch to view the Case page from the perspective of any one of their assigned committees.
On the "Case Details" tab, look for "Reviewing as..." and click "change"
Select the committee you want to use to review the case
In the example below, the user has access as both Debra Bennett, and as the Provost Office at this step.