Create a Case

1. Navigate to the Cases page and click the Create Case button in the upper right-hand corner of the case list page to navigate to the Create Cases page.
   
2. Click Select Candidates to search for and select the appropriate candidates in the Select. Candidates for Case Creation window that appears. 
   
   

   You will only be able to select one template for this case creation. If you select more than one candidate, you will not be able to choose the Custom Case option.

    
   • You can Search for a Candidate by typing their name in the field provided at the top of the window. If the candidate exists in the system, the name will appear. Select the candidate and click Add Candidate.
     

     If the candidate does not exist in the system, you must add the user on the Users and Groups page first. If creating a case for a user that is not part of the institution (such as an appointment action), it is recommended to add the user with their current personal/professional email.

      

     Once a case has been created, candidate information cannot be edited.

      
3. Select Continue to navigate to the Select Template step, where you will Select the Template by Unit and Type.
   
   

   If only one candidate has been selected for the case creation, you may choose to create a custom case from scratch. This option will not appear if more than one candidate has been selected.

    
4. Click the hyperlinked Template Information to view the template information such as Deadlines & Due Dates, in more detail in a window that will appear on the right-hand side.
   

   Due dates for individual sections are always soft deadlines.

    
5. Scroll to the bottom and click Continue to navigate to the Review & Settings final step. Review the Case Information in the first section and assign a Deadline for the Candidate Requirement.
   
   

   If a hard deadline has been indicated for this template, the candidate's packet will be automatically submitted and locked on this date.

    
6. Indicate if the candidate will be involved in the evaluation. This setting cannot be changed later.
   
7. Indicate if the candidate should be notified immediately of the case. If you choose yes for this option, you will have the option to include a custom message for the candidate.
   
8. Click Create [number] Case.
   • If cases were created in bulk, you will be directed back to your Cases page. From there, you can search for an individual case in order to make any edits. If a single case was created, you will be directed to that specific case page.