There are a few things Opus users should not do in Interfolio.
Administrators
Don't Use the "Start a Case" Button in Interfolio
Cases should always be started in Opus, never in Interfolio. See the article linked near the bottom of this page for instructions on starting a case.
Don't Use the "Close Case" link
Cases should also be closed in Opus rather than Interfolio.
Don't Change Certain Information
Administrators (in schools or departments) should not change their name, email address or unit, nor should they change those of their faculty. Admins should also be careful when working with committees. They should not change, add or delete chairs, deans, vice chancellors, or admin committee members (these committee memberships should only be modified by Opus administrators).
Don't Change the University Hierarchy
Admins should also not change, add or delete units in the school hierarchy within Interfolio, nor should they add or remove unit administrators.
Don't Send Cases Backward
While there are some caveats to this point, in general, administrators should not send cases backward to previous steps. For more information, see the article linked near the bottom of this page.
Don't Change, Delete, Add or Re-Arrange Case Steps
Users should not change case steps, as UCLA uses these for reporting and tracking. Users are, however, free to add or remove committees within steps as needed.
Don't Use the Voting Features
Users should not use Interfolio's vote recording feature to record the outcomes of review votes. Instead, administrators should upload the Vote Page form as a regular case material to the Department Review section of the Case Materials tab in Interfolio.
Don't Add, Modify or Delete Internal Case Sections
Users should not delete or add to the items listed on the Internal Case Sections of a case.
Don't Add or Delete Sections from the Candidate Requirements
While users are encouraged to add or remove document and form requirements to the Candidate Requirements section of a case as necessary, we ask that they do not modify the sections on this page. It can be tricky to tell the difference between requirements and the sections in which they are housed (section names appear on a light gray background, and have the familiar "roll/unroll" chevron in their header). If in doubt, please contact Opus Help before proceeding.
Faculty
Don't Sign Into Interfolio Without UCLA Logon
When logging into Interfolio, faculty should be sure they encounter the familiar UCLA Logon screen, which is accessible through the "sign in" link at interfolio.com. Logging into Interfolio outside of the UCLA Logon will not allow for case access. See the article linked below for a step-by-step walkthrough.
Don't Change Personal Information
Faculty should not change their name or email address. If an email address change is required, faculty should contact Opus Help.
Don't Upload Preliminary Versions of a Document
Once a review candidate (faculty) submits a section of their dossier (called a "packet" in Interfolio), the section, along with the documents it contains, will become locked. In order to make changes, an admin will have to unlock it. To avoid the need for this coordination, faculty who upload their own case materials should wait until these materials are finalized before adding them to their dossier.
Don't Miss Deadlines
Faculty should take care to meet established deadlines for commenting on materials. When a department shares materials for comment (e.g. a committee report) a deadline for these comments is set. The candidate must reply before the deadline, otherwise the case will move on.
See Also
How to Access Interfolio for Faculty
Why Shouldn’t I Send a Case Backward in Interfolio?