Cases FAQ

Answers for questions related to working with cases and actions in Opus

Can I Upload Case Summary Information from Opus to Interfolio?
Yes, you can do this by using your browser’s built-in “Print” function to export a PDF, then uploading that PDF to Interfolio.   This should be done for a...
Mon, 16 Sep, 2024 at 9:40 AM
Can Multiple Opus Cases Use the Same Dossier/Packet in Interfolio?
Yes, by first creating the Interfolio case from one of the Opus cases, and then linking the remaining Opus cases to the newly created Interfolio case. O...
Mon, 16 Sep, 2024 at 9:42 AM
What Elements Should Be Included in a Notification Message?
In this article we’ve assembled some helpful links and text that may be included with the notifications sent to candidates, committee members and deans/chai...
Wed, 15 Dec, 2021 at 8:31 AM
Can I Change the Action for a Case After I’ve Started It?
No. However, users sometimes need to do something like this, for example where a 5 Year Review action, during the course of its being carried out, needs...
Thu, 17 May, 2018 at 2:59 PM
Can I Initiate an Action for a Prospective Appointment?
Yes, but you must make an assumption (which you should follow up on) and you should follow specific guidelines. Sometimes departments need to initiate M...
Mon, 16 Sep, 2024 at 9:50 AM
What If I Want to Start a Case for Someone From Recruit Who I Know Has Been Here Before?
You can link the new case to their old data by entering their previous UID on the “Was the person previously employed at UCLA?” screen when starting a case....
Fri, 26 Jan, 2018 at 5:47 PM
What Are Primary and Additional Departments' Responsibilities?
An appointee’s primary department starts cases for nearly all types of actions. Additional departments start cases for Joint Appointment or Split Appointmen...
Sat, 27 Jan, 2018 at 5:44 PM
Can I Start Multiple Types of Cases/Actions Simultaneously?
Yes, but each action requires its own case. One example might be a combination of a 4th Year Appraisal action, a Renewal action and a Merit action all b...
Mon, 16 Sep, 2024 at 9:53 AM
Why do Appointees Come up for Multiple Actions Simultaneously?
Because university policy is such that this can happen. One example of this often occurs as appointees become eligible for the 8 Year Limit action. When...
Sat, 27 Jan, 2018 at 5:51 PM
Should I Use UCLA Search or Recruit Search When Starting a Case?
If you are starting a case for someone who is currently a UCLA employee or was a UCLA employee within the past two years, use the UCLA Search. Use the Recru...
Mon, 21 May, 2018 at 1:29 PM