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Create Cases in Bulk for Multiple Candidates at Once

Using a simple setup wizard, Administrators can create cases for multiple candidates at once, all of the same type, and all using the same template. During the setup process you can:

Declare, for all the cases you are creating, whether or not the candidate will submit a packet
Set due dates that will be shared by all the cases you are creating
Select any number of candidates from the list of all existing Interfolio Promotion & Tenure users at that institution

Select "Cases" from the left hand navigation menu

Click the carat to the upper right of the screen on the "Create Case" button, and select "Create multiple cases"

1. Case Setup:

1.1. Search for or select the unit in which you want to create cases from the dropdown menu

1.2. Select the type of cases you are creating

When setting up multiple cases, all cases must be of the same type. For instance, you can set up multiple promotion cases, or multiple tenure cases, etc.

Search for or select the type of case you want to create from the dropdown menu

1.3. Select the template for the cases you are creating

Please make sure you are creating your cases based on a template that has the correct information, because you will not be able to make changes to the template during this process.

You can click "Preview" to view the specifics of each template in the list.

1.4. Click "Continue" when you are ready

2. Select the candidates for whom you are creating cases:

2.1. Indicate if the candidates will submit a packet

Important: Choose Yes if the candidate will need to be involved at ANY point in the process. If you may want the candidate to submit materials or be involved at ANY step in the workflow, you MUST select Yes here.

This setting can not be changed after the case has been created.