UCLA Opus Support

The answer depends on your role. Candidates have two places where they can find documents, while administrators and review committee members have one. C...

Case steps appear in Interfolio, and provide a means of chronologically tracking the status of the case, as well as managing case access and associating it ...

Yes. This is how cases move through their steps in Interfolio. Remember,  however, to always click the "Notify Candidate" button before sending a ...

No, unless the case is for a 5-Year Review action. It is UCLA’s policy that cases cannot be sent forward for department review until the candidate has c...

Before you send a case forward to a step where someone new will gain access, particularly if the next step is associated with a new academic unit, you shoul...

Possibly. If you’re not on a committee at the next step you’ll lose access when the case moves forward. Or, if you have an admin role, you will lose access ...

In Interfolio, "sending a case forward" simply means to move the case to the next case step, as shown in the Case Review Steps section of the Edit...

Because of the risk that doing so could grant people from previous steps with access to materials they should not see — materials from the current step. ...

New academic personnel staff who are granted administrative privileges in Interfolio will need to configure their case access for templates and for active c...

When someone new arrives in an academic unit, whether this is a department, division or school, existing staff with Interfolio administrative permissions mu...