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View Case Materials

The case page is the central workspace for Committee Members in Review, Promotion & Tenure (RPT). Most importantly, this is where the candidate materials, forms, and communication tools necessary to evaluate a candidate's case can be accessed. From the Case page, Committee Managers, Case Managers, and Unit Administrators can 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 the candidate.

 

View Case Materials

Navigation: Cases > Name > Read Case

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case to view.
  3. On the Case page, materials and forms available to committee members can be accessed and materials submitted by a candidate can be viewed and downloaded. The case page is a tabbed interface with the Case Materials tab and the Case Details tab. Click the Read Case button to view materials in our document reader. 

Case Materials

The Case Materials tab is divided into two main parts that can each contain one or more sections; the Candidate Packet and the Internal Sections.

 
Section Description
Access materials

On the Case Materials tab of the case page, documents that were submitted by the candidate, committee members, and external evaluators can be read and downloaded.

 

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 restrictions.

 
  • Particular case materials can be searched for by title. This acts as a filter, displaying only materials with a matching title.
  • Click the title of a document to open that specific document in the document reader.
  • To download a PDF or Zip file of all selected materials, select one or more materials from the list, then click the Download button toward the top right of the page.
  • Click Read Case to load all accessible case materials into the document reader where they can be viewed online.

Viewing Materials in the Document Reader

  • The document reader displays all materials organized by sections. 
  • Materials can be navigated by using the left, right, up, and down keyboard keys.
  • Materials can be downloaded (if enabled), annotations can be left, and PDF files of materials can be searched through.
  • Reviewers can add annotations to materials in a candidate’s file and export those annotations in a PDF file for offline access. This makes it easy to highlight the most important parts of a packet and track and revisit thoughts when evaluating materials.
The Candidate Packet

Materials here are visible to the candidate and available for them to use in their current case. 

 

Made up of one or more sections that 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. The candidate will be able to replace or delete files in an unlocked section of the candidate packet before they submit their packet for review.
Internal Sections

Available to Committee Members reviewing the case, but cannot be viewed by the candidate. 

 

Materials needed as part of the review can be found here, such as candidate documents. Some materials added to internal sections can be shared with the candidate by a Unit Administrator, Case Manager, or Committee Manager.

  • There will be a section labeled External Evaluations if the institution has elected to to use the feature for requesting and collecting evaluations from external reviewers.
  • There may be a section labeled Migrated Case Materials which contains materials originally in the Candidate Packet section that have been moved as a precaution, by Interfolio, since materials in the Candidate Packet are visible to the candidate. 
 
 

Case Details

The Case Details tab is where other members of the committee can be viewed. If enabled, comments from other committee members can be seen and comments can be left on the case.

 

If a committee vote has taken place and the results have been recorded by the Committee Manager, Case Manager, or Unit Administrator, those results can be seen at the bottom of this tab. Scroll to the bottom of this tab to see the results of a committee vote.

 
 

FAQ

What if you are assigned to more than one committee that has access to the case at the same time?

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.

 
  1. Click Change adjacent to the committee currently under the Reviewing as section on the Case Details tab.
    Case Details tab with Change button under Reviewing As
  2. Select the Committee desired to use to review the case.
 
 

Is there a size limit for RPT packets?

Yes, there is a 5GB limit.

 
 

 

 

 

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