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
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.
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.
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.
You may only select candidates from users who have previously been added to Interfolio (e.g. as Evaluators).
Note that you can Preview any attached forms.