Primary department starts the case.

  • Appointment
  • Change Dept
  • Endowed Chair


The primary department starts the case.

However, the case can be started independently by the additional if necessary.

  • 4 or 5 Year Review
  • 4th Year Appraisal
  • 8 Year Limit
  • Change in Percent Time
  • Merit
  • Merit Equity Review
  • Off-scale Salary Request
  • Promotion
  • Stepping/Unstepping Appointment


The additional department starts the case.

  • Initial Waiver Request
  • Waiver Renewal


The department adding the appointment (i.e., the new department) starts the case.

  • Joint/Split


The department that the academic appointee will be leaving starts the case.

  • Change of Department


The department where the Endowed Chair "Lives" starts the case

Once the case is started, they can grant case access to other departments in Interfolio. See the multi-dept review article linked near the bottom of this page for more information.

  • Endowed Chair Appointment


Each department starts their own case independently.

Opus doesn't allow users to select an appointment set (i.e., to select more than one appointment) when starting a case for these actions, so each department must create their own case if needed.

  • All Unit 18 actions
  • Change APU
  • Change in Series
  • Change of Location
  • Convert to/from HSCP
  • End Appointment
  • Non-Renewal


Any department starts the case.

  • Recall (the first to open a case will be flagged as the Primary)


See Also

How to Start a Case

How to Set up a Case for Review in Multiple Departments