Working with Cases

How to Recuse an Interfolio Administrator from a Case Step in Interfolio
Recusing administrators in Interfolio is done for a range of reasons, some of which are "traditional" (conflicts of interest, etc.), and some of w...
Wed, 7 Mar, 2018 at 2:43 PM
How to Close a Case
Once a case has been reviewed and all the decisions surrounding it have been made, it’s time to record those decisions and close the case.   !   Note: ...
Sat, 27 Jan, 2018 at 9:56 PM
Who can Close a Case?
Cases in Opus are closed by either APO or the Dean's Office depending on the type of review required for the case.  Where Dean's offices are not...
Thu, 12 Jan, 2023 at 7:59 PM
How to Create a Cover Page for the Interfolio Packet
An Interfolio packet must include a Cover Page.  Sometimes the Case Summary from Opus can serve as the Cover Page, other times the Cover Page template from ...
Tue, 14 Jul, 2020 at 8:12 AM
Step Names for Interfolio Cases and Templates
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 tha...
Fri, 10 Jun, 2022 at 3:52 PM
How to Assign an Administrator to a Specific Case
You can now assign a department or dean's office administrator to a specific case in Opus.  Navigate to the Cases page in Opus and click the edit pe...
Thu, 26 Jan, 2023 at 5:01 PM
Off-Scale Report
The Case Summary page in Opus has a tab ("Off-Scale Report") that calculates the percentage off-scale that a candidate's current salary is and...
Wed, 17 Feb, 2021 at 2:19 PM
Managing Lecturers in Opus, Interfolio, and UCPath
Lecturers can be difficult to manage because their appointments may change in a variety of ways after the initial approval. This guide discusses several of...
Wed, 26 Jan, 2022 at 1:57 PM