Create a Case From Scratch
This article explains how to access the feature to create a case in Interfolio Review Promotion & Tenure from a blank case. Because the process of creating a case from scratch and creating a case from a template are similar, this is explained in more depth in this article on creating a case based on a template. Cases can be created for any unit in the hierarchy of an organization.
Log in to Interfolio and navigate to your institutional account
You may need to open the account switcher in the right hand user menu and select to switch to your institutional account.
1. Click Create Case in the upper right hand corner of the Case List screen
Start typing the candidate's name in the box labeled Search for a Candidate. If the candidate exists in the system, the name will appear. Select the candidate, or click Create User to create a new user.
If the candidate's name doesn't show up you will have to click Create User to add the candidate to our system.
Note: Please see this article if you need to Create a Case When the Candidate Does Not Have an Institutional Email Address.
Click "Add User" and complete the new user form
Enter user information including User ID, select a Unit, and click to Save
Return to the Cases page and click Create Case to begin the process again
Start typing and select the candidate's name from the list.
For more information see this FAQ: Candidate Involvement in Cases
Please note: This setting cannot be changed once it is selected here. If at any point you want the candidate to be involved in the evaluation, adding documents, etc, you MUST choose YES at this step!
Cases can be created for any unit in the hierarchy of an organization (university, college, school, department, etc.)
5. Select "Blank Case"
6. Follow the instructions for creating a case based on a template
From here, the process is very similar to creating a case based on a template. Please see this article on creating a case based on a template for more information.