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

Click Create Case in the upper right hand corner of the Case List screen
Add New Case: Search for or enter the candidate's name

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.

Search for candidate or create new user
Create User

If the candidate's name doesn't show up you will have to click Create User to add the candidate to our system.

Cases - Review, Promotion & Tenure - Interfolio
Click "Add User" and complete the new user form
Click Add User
Enter user information including User ID, select a Unit, and click to Save
Enter User name
Return to the Cases page and click Create Case to begin the process again
Return to Cases page and create case
2. Select the candidate

Start typing and select the candidate's name from the list.

Select candidate
3. Indicate if the candidate will be involved in the evaluation

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 - Review, Promotion & Tenure - Interfolio
4. Select a unit for the case and click to Confirm

Cases can be created for any unit in the hierarchy of an organization (university, college, school, department, etc.)

Select a unit for the case and click "Confirm"

5. Select "Blank Case"

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.