Guide to Reviewing Case Materials
This article explains how Committee Members evaluating a case can access case materials from the case page of candidate.
Clicking on the name of the candidate in your list of cases will direct you to the Case page, shown below, where you can access materials and forms, view and download materials submitted by the candidate, read and respond to required committee forms.
Note that the case page is a tabbed interface, the Case Materials tab, and the Case Details tab.
Search for case materials by title
You can search for particular case materials by title. This acts as a filter, displaying only materials with a matching title.
Select "Read Case" on the Case Materials tab to load all accessible case materials into our document viewer where they can be viewed online
On the Case Materials tab of the case page, you can read or download documents that were submitted by the candidate, committee members, and external evaluators.
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 restricted.
You can also click on the title of a document in the candidate packet or internal sections to open that specific document in the document viewer.
The document viewer displays all case materials organized by sections.
Leave annotations on the documents visible only to you
We provide tools in the document viewer to leave annotations on materials that will only be visible to you.
See here for more information on how to Make Notes on Case Packet Materials and Export Your Annotations.
Select the check box in the blue bar above the list to select all materials listed, or select one or more documents to download.
To download a PDF or Zip file of materials, select one or more materials from the list on the Case Materials tab, then click the Download button.
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.
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.
On the "Case Details" tab, look for "Reviewing as..." and click "change"
Select the committee you want to use to review the case
In the example below, the user has access as both Debra Bennett, and as the Provost Office at this step.