View Case Materials and Information About Your Committee

The case page is the central workspace for Committee Members in Review, Promotion & Tenure. 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 what Committee Members evaluating a case can expect to find on the case page of candidate.

Navigate to your institutional account

Select "Cases" from the left hand navigation menu

This opens the case page of the candidate as shown below:

The case page is split into two tabs:

The "Case Materials" tab

From the "Case Materials" tab you can access the content of a candidate's packet such as candidate and committee documents, external evaluations, and candidate forms:

  1. View the current case status at the upper right corner of the page  
  2. Click "Read Case" to open our viewer, where you can view case materials and annotate documents
  3. If enabled, you can download selected materials as PDF or ZIP files
  4. Check the boxes to access materials
  5. You can also view the candidate's documents

At the bottom of the page you can view External Evaluations if the case includes that section.

The "Case Details" tab

From the "Case Details" tab you can view information about your committee and if enabled, see or add conversations/comments on the case, and view the results of committee voting:

  1. View the names and emails of other committee members
  2. Add or read conversations/comments on the case (if enabled)
  3. View the results of committee voting (if enabled)
Reading Packet Materials

You can load the entire packet of materials into our viewer where you can view and annotate materials online. See here for detailed instructions on using our materials viewer to read and annotate materials.

Click the "Read Case" button to load all the documents into the doc viewer and view them online

Downloading Materials

If enabled, you can download materials as PDF or ZIP files from the "Case Materials" tab.

Note: Only PDF and image files may be downloaded. If you have selected other materials such as web links or links to video, those materials will not be included in your download.

Select the files you want and click "Download" to download the selected materials as either PDF or ZIP files

If you are assigned to more than one committee that has access to the case at the same time....

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.

Look for "Reviewing as" to the right of the screen and click "change"

If you are assigned to more than one committee that has access to the case at the same time....

Select the committee you want to use to review the case