Creating a Case

Steps to Take

• Log-in via: https://account.interfolio.com/sso.
• Click, “Cases” on the left toolbar, under “Review, Promotion and Tenure”.
• Click, “Create Case” and click, “Select Candidate”.
  • If the case is for a non-Yale person, you will need to add the user with their current professional or personal email.
• Next, in the Select Template step, choose the Unit and leave the Type blank. This will allow you to see the full list of templates available.
• Choose the template.
• Review Settings and click, Continue.

Case Information

Enter the appropriate information in the fields: 

• Be sure the correct case type is selected.

• Confirm the Candidate’s First Name, Last Name, and email address.

• Confirm the selection for, “Will the candidate be involved in this evaluation?” (This will enable candidates to upload their own materials.)

• If there is a Case Data Form, click on the word, “Answer”, to proceed to the form to fill it out. Otherwise, skip the “Case Data Forms” and click Continue.

Candidate Requirements

• All information and documents in this section can be seen by the candidate.

• Enter the “Packet Due Date”, select whether the candidate can add sections to the case (via the “Candidate Packet Section Settings”), and enter the “Candidate’s Instructions” as appropriate.

  • Best practice is to not allow candidates to add their own sections.

• The “Packet Requirements” section contains all documents required by the candidate.

  • If “No” was selected for the candidate’s involvement, the case will bypass the candidate.

• Department administrators can also add materials on the candidate’s behalf.

• Note: Any materials added to the candidate packet will be visible to the candidate and available for them to use in their current case. The candidate will be able to replace or delete any files if the section is unlocked, prior to submission.