Working with Cases

How to Access Case Materials as an Administrator or Review Committee Member
As an administrator or review committee member, you can access materials that have been uploaded to the case, whether by the candidate (who must upload and ...
Wed, 6 Jun, 2018 at 11:21 AM
How to Export the Case Summary From Opus and Upload It to Interfolio
Often users want to upload the information from the Case Summary screen in Opus to the packet in Interfolio. This Opus page has been specially designed to w...
Mon, 18 Jun, 2018 at 5:21 PM
How to Send an Email (and Share Case Materials) Through Interfolio
If you have either administrator or committee manager privileges in Interfolio, you can communicate with other reviewers and/or with the candidate using tha...
Mon, 18 Jun, 2018 at 5:25 PM
How to Link an Opus Case to an Existing Interfolio Case
Sometimes you'll want to use the same Interfolio case (which houses the packet/dossier materials for the case) with multiple Opus cases. This is accompl...
Mon, 18 Jun, 2018 at 6:06 PM
How to Set up a Case for Review in Multiple Departments
When Opus users start a case that requires review by multiple departments, the department that starts the case grants access to personnel from the other dep...
Fri, 9 Mar, 2018 at 3:31 PM
How to Access a Case That Was Started in Another Department
When Opus users start a case that requires review by multiple departments, the department that starts the case grants access to personnel from the other dep...
Fri, 9 Mar, 2018 at 3:31 PM
How to Tell Whether You’re an Administrator, Committee Manager, or Committee Member in Interfolio
Sometimes you may want to do something in Interfolio, but you find you can't, and you may wonder why. Often this arises because of permissions issues as...
Fri, 18 May, 2018 at 5:33 PM
How to Add a Committee to a Step in Interfolio
By assigning a committee to a case step in Interfolio you grant access to the case for the members of that committee, whenever the case is at that step. By ...
Mon, 21 May, 2018 at 4:39 PM
How to Add Someone to a Committee in Interfolio
When a reviewer (committee member, chair, dean) needs to access to an Interfolio packet, department staff have to add them to the appropriate committee in I...
Wed, 2 Aug, 2023 at 2:46 PM
How to Recuse a Committee Member from a Case in Interfolio
Recusing members of committees on Interfolio cases revokes the access they've been granted as a result of their committee membership. This is helpful in...
Tue, 22 May, 2018 at 11:29 AM