These are the standard step names for Interfolio cases and templates. If you accidentally select the wrong template and need to add new steps, we prefer that you contact opushelp@ucla.edu. If you need to add steps yourself, please copy and past step names directly from the list below.
Single department schools, schools where the dean’s office manages the case throughout the process, and schools with affiliate locations or sub-departmental areas have slightly different workflows. Contact opushelp@ucla.edu if you have any questions or wish to make changes.
Appointment: With CAP
Review: With CAP
Appointment: Without CAP
Review: Without CAP
Simplified
Minimal
If your case/template is Appointment: With CAP
Department: Prepare Dossier
Department: Assign Case to Review Committee
Department: Committee Review
Department: Assign to Voting Body
Department Review (Vote)
Department: Chair's Review
Department: Finalize & Submit to Dean's Office
Dean's Office: Audit
Dean's Review
Dean's Office: Finalize & Submit to APO
APO: Audit
Vice Chancellor: Decision on RC
APO: Assign Case to RC (APO will add this step only if an RC is needed)
RC Review (APO will add this step only if an RC is needed)
APO: Review & Resubmit to CAP (APO will add this step only if an RC is needed)
CAP: Assign Case
CAP: Review
CAP: Finalize & Submit to APO
APO: Review & Submit to VC-AP
Vice Chancellor's Review
APO: Send Documents to Dean's Office
APO: Complete the Case in Opus
If you need to insert the RC steps
If your case/template is Review: With CAP
Department: Prepare Dossier
Candidate: Prior Cert. 1
Department: Assign Case to Review Committee
Department: Committee Review
Candidate: Prior Cert. 2
Department: Assign to Voting Body
Department Review (Vote)
Department: Chair's Review
Candidate: After Cert.
Department: Finalize & Submit to Dean's Office
Dean's Office: Audit
Dean's Review
Dean's Office: Finalize & Submit to APO
APO: Audit
Vice Chancellor: Decision on RC
APO: Assign Case to RC (APO will add this step only if an RC is needed)
RC Review (APO will add this step only if an RC is needed)
APO: Review & Resubmit to CAP (APO will add this step only if an RC is needed)
CAP: Assign Case
CAP: Review
CAP: Finalize & Submit to APO
APO: Review & Submit to VC-AP
Vice Chancellor's Review
APO: Send Documents to Dean's Office
APO: Complete the Case in Opus
If your case/template is Appointment: Without CAP
Department: Prepare Dossier
Department: Assign Case to Review Committee
Department: Committee Review
Department: Assign to Voting Body
Department Review (Vote)
Department: Chair's Review
Department: Finalize & Submit to Dean's Office
Dean's Office: Audit
Dean's Review
Dean's Office: Enter Approval in Opus
Dean's Office: Finalize & Submit to APO
APO: Post-Audit
Vice Chancellor's Review
APO: Send Documents to Dean's Office
APO: Complete the Case in Opus
If your case/template is Review: Without CAP
Department: Prepare Dossier
Candidate: Prior Cert. 1
Department: Assign Case to Review Committee
Department: Committee Review
Candidate: Prior Cert. 2
Department: Assign to Voting Body
Department Review (Vote)
Department: Chair's Review
Candidate: After Cert.
Department: Finalize & Submit to Dean's Office
Dean's Office: Audit
Dean's Review
Dean's Office: Enter Approval in Opus
Dean's Office: Finalize & Submit to APO
APO: Post-Audit
Vice Chancellor's Review
APO: Send Documents to Dean's Office
APO: Complete the Case in Opus
If your case/template is Simplified
Department: Prepare Dossier
Candidate: Prior Cert. 1
Department: Chair's Review
Department: Finalize & Submit to Dean's Office
Dean's Office: Audit
Dean's Review
Dean's Office: Finalize & Submit to APO
APO: Review & Submit to VC-AP
Vice Chancellor's Review
APO: Complete the Case in Opus
If your case/template is Minimal
Department: Prepare Dossier
Dean's Office: Finalize & Submit to APO
APO: Review & Submit to VC-AP
Vice Chancellor's Review
APO: Complete the Case in Opus