The Case Summary page provides access to detailed information about cases. It also provides access to the Recommendations and Review Process subpages (see sections below) via their links in the Subpage Menu on the left side of the screen. Note, the Case Summary is different than most Opus pages in that it doesn't appear under "Jump To" in the Top Menu. The only way to access this page is by clicking the edit (pencil) icon at the far-left of a case's row in the data table on the Cases page:
The Cases page. Click this image to view a larger version.
Clicking an edit icon (the pencil, as shown above) in the Cases data table opens the corresponding Case Summary:
The Case Summary page. Click this image to view a larger version.
Editing Items in the Case Summary
Many tables on the Case Summary page may be edited by clicking the pencil icons in their headers. Doing so opens modal windows with inputs and instructions for editing the data in question (for more information about modal windows, see the Interface Overview article, linked near the bottom of this page).
Review Process Subpage
This page is displayed when a user clicks the "Review Process" link on the left of the Case Summary page. This subpage features the "Go to Interfolio" button, which allows Opus users to access their case in Interfolio. The first time this button is clicked for a particular case, Opus asks the user to select a template before continuing to Interfolio. Every time thereafter, Interfolio opens directly to the packet for this case. For more information about accessing Interfolio, see the article linked near the bottom of this page.
The Review Process subpage. Click this image to view a larger version.
Recommendations Subpage
Available from the Subpage Menu on the Case Summary page, the Recommendations page allows personnel from the Office of Academic Affairs and Personnel to track recommendations from the different reviewing agencies and to track review committee membership.
The Recommendations subpage. Click this image to view a larger version.
Clicking the edit icons on this page allows administrative users to edit information about recommenders and approvers, as well as edit membership of the CAP Review Committee, associated with a case.
The Cap Recommendation modal window on the Recommendations subpage. Click this image to view a larger version.
See Also
How to Access Interfolio for Administrators
How to Access Interfolio for Faculty