The Review Process tab on an Opus Case Summary is where an administrator selects the template on which to base the Interfolio packet for the case. Administrators need to select the appropriate template for the packet based on the personnel series and action. For Merit advancements, administrators need to take into consideration whether it's a Hurdle Step or an Acceleration requiring CAP review.
When selecting a template for an Interfolio case that will be linked to multiple Opus cases, users should select the template that corresponds to the action requiring the highest level of review. For example, if the candidate is an Assistant Professor being reviewed for their Fourth Year Appraisal, Merit, and Renewal actions, the staff should choose the Review: With CAP template, as the Appraisal will require CAP and VC review.
For specific guidance on which template to select for your case, find the case's action in the table below.
Action | Template |
4th Year Appraisal | Review: With CAP |
8 Year Limit | Review: With CAP |
8 Year Limit Preliminary Assessment/Rebuttal | Review: With CAP |
8 Year Limit Reconsideration | Review: With CAP |
Appointment | Appointment: With CAP if the appointment requires CAP review, and if the candidate is external or will not need to certify or otherwise participate in the case. Appointment: Without CAP if the appointment does not require CAP review and if the candidate is external or will not need to certify or otherwise participate in the case. Review: With CAP if the appointment requires CAP review and the candidate will not need to certify their review of materials. Review: Without CAP if the appointment does not require CAP review and the candidate will need to certify their review of materials. Simplified or Minimal if the appointment does not require committee review or department vote. |
Change APU | If you need to review this case in Interfolio use the Minimal template |
Change in Percent Time | If you need to review this case in Interfolio use the Minimal template |
Change in Series | Review: With CAP if the change in series requires CAP review, Review: Without CAP if the change in series does not require CAP review. |
Change of Area or Specialty | If you need to review this case in Interfolio use the Minimal template |
Change of Department | Review: With CAP if the change in department requires CAP review, Review: Without CAP if the change in department does not require CAP review. |
Change of Location | If you need to review this case in Interfolio use the Minimal template |
Conversion to/from HSCP Title | If you need to review this case in Interfolio use the Minimal template |
End Appointment | Not in Interfolio |
Endowed Chair Appointment | Review: With CAP |
Five Year Review | Review: Without CAP If CAP review is requested by the Vice Chancellor, APO will add the necessary steps to the process. |
Four Year Review (SoM) | Review: Without CAP |
Initial Waiver Request | Review: Without CAP |
Joint Appointment | Appointment: With CAP if the appointment requires CAP review, and if the candidate is external or will not need to certify or otherwise participate in the case. Appointment: Without CAP if the appointment does not require CAP review and if the candidate is external or will not need to certify or otherwise participate in the case. Review: With CAP if the appointment requires CAP review and the candidate is a UCLA employee or will need to certify their review of materials. Review: With CAP if the appointment does not require CAP review and the candidate is a UCLA employee or will need to certify their review of materials. |
Merit | Review: With CAP if the merit requires CAP review (e.g. Merit to Step 6 or Above Scale, or an acceleration that would trigger CAP review) Review: Without CAP if the merit does not require CAP review. |
Merit Equity Review | Review: With CAP |
Non-Renewal of Appointment | If you need to review this case in Interfolio use the “Simplified” template |
Off-scale Salary Request | Simplified |
Promotion | Review: With CAP |
Reappointment | If a form or memo needs to be submitted in Interfolio for the Reappointment, use the Simplified or Minimal template, depending on your department's practices |
Recall Appointment | Minimal |
Renewal | Review: Without CAP |
Split Appointment | Appointment: With CAP if the appointment requires CAP review, and if the candidate is external or will not need to certify or otherwise participate in the case. Appointment: Without CAP if the appointment does not require CAP review and if the candidate is external or will not need to certify or otherwise participate in the case. Review: With CAP if the appointment requires CAP review and the candidate is a UCLA employee or will need to certify their review of materials. Review: With CAP if the appointment does not require CAP review and the candidate is a UCLA employee or will need to certify their review of materials. |
Stepping or Unstepping an Appointment | If you need to review this case in Interfolio use the Minimal template |
Unit 18 4th Year Increase | Review: Without CAP |
Unit 18 Initial Continuing Appointment | If % Time of the appointee's current appointment is 50% or above, Review: With CAP. If it's less than 50%, Review: Without CAP |
Unit 18 Temporary Augmentation | If you need to review this case in Interfolio use the Simplified or Minimal template, depending on your department's practices |
Waiver Renewal | Review: Without CAP |
See Also
What Are the Differences Between Interfolio Templates and Which Should I Use?