Actions FAQ

Answers for questions related to Actions for Opus cases

What Is an Action?
In terms of Opus functionality, the notion of “action” primarily serves to distinguish between types of cases. In terms of UCLA policy, an action describes ...
Wed, 2 Jan, 2019 at 12:13 PM
Which Template Should I Use for Each Series/Action?
The Review Process tab on an Opus Case Summary is where an administrator selects the template on which to base the Interfolio packet for the case.  Administ...
Mon, 7 Oct, 2024 at 11:56 AM
What Actions Can I Use to Bring Someone Back into Opus?
Opus allows appointees to be brought “back” into Opus by starting a case for one of the actions described below. When an appointee is separated, or if t...
Wed, 14 Feb, 2018 at 11:15 AM
What Action Can I Use to End an Appointment in Opus?
If an appointment should be ended before the end date listed in the appointee's profile, users should start an "End Appointment" action in...
Mon, 9 Nov, 2020 at 10:58 AM
Which Department Should Start a Case for a Given Action?
Primary department starts the case. Appointment Change Dept Endowed Chair The primary department starts the case. However, the case can be sta...
Wed, 7 Feb, 2018 at 3:26 PM
What Should I Know When Starting a Case for a Joint or Split Appointment?
For New Academic Appointees The primary department starts a new case using the Appointment action, after which the additional departments start new cases f...
Wed, 7 Feb, 2018 at 3:30 PM
What Should I Know When Starting a Case for a 4th (or 3rd) Year Appraisal?
The 4th Year Appraisal action often — but not always — coincides with a case for a Renewal, Reappointment, and/or a Merit action. As a result, when starting...
Fri, 26 Jan, 2018 at 6:09 PM
What Should I Know When Starting a Case for a Change in Series?
In Opus, a change in series creates a new appointment in Opus. This action should be started independently for each of an appointee’s appointments. Opus wil...
Sat, 27 Jan, 2018 at 6:21 PM
What Should I Know When Starting a Case for an Endowed Chair Appointment Action?
You will need to know the type of Endowed Chair, and for some types, the terms’ End Date. Opus features the following types of Endowed Chairs:   Perman...
Fri, 8 Jun, 2018 at 1:51 PM
How Do I Process an 8 Year Limit?
For appointees undergoing review in their 7th year, Opus users start cases for both a Promotion action and an 8 Year Limit action.  If the case for the ...
Sat, 27 Jan, 2018 at 6:24 PM