Add Case Materials

1. Navigate to the Cases and click the hyperlinked Name of the desired candidate's case to view their case.
   
2. Click Add File adjacent to the desired section on the Case Materials tab.
   
3. Add the desired file by clicking Browse To Upload or select the Video or Webpage tabs for other formats.
   
   • You can also select the Previous Reviews tab to view all file names (listed as Artifact Names or Sections) from that review and include them in the upcoming one.
     

Manage Case Materials

When an RPT Unit Administrator, Case Manager, or Committee Manager selects multiple documents, an action bar will appear with options to Select All (checkbox square), Expand All, Collapse All, Download (if enabled), Share with Candidates or Committee Members, adjust Settings, and Move files between sections.

• Settings: This allows you to Change Download Settings and Change Access Level for the selected documents.
  
  

  The available options for document visibility Access Level Settings are Administators & Entire Commitee, Administrators & Committee Managers, and Administrators Only.

   

  Case Managers can view all materials, except those set to Administrators Only.

   
• Move: If the candidate has been notified of their case, adding or moving a file to their packet triggers a confirmation alert before it becomes visible to the candidate.
  

Manage Required Items

Select the Case Details tab within the desired case. You may see Instructions, Required Items, Committee Members, and Voting Results.

• Under the Required Item section, you can Fill Out or Manage Respondents of a Committee Form.
  

User Permissions

Permission	Unit Administrator	Case Manager	Committee Manager	Candidate
Move Packet Attachments, Links, and Evaluations to Candidate Requirements Section. External Evaluations and Confidential Attachments cannot move to this section.	✔	✔	X	X
Delete requirement fulfillments via the edit menu, including those added by administrators.	✔	✔	X Can only delete their own materials.	X Can only delete their own files.
Control access to materials under the Change Access Level section of the Settings dropdown on the action bar.	✔	✔	✔	X
Move multiple packet attachments of any format at once.  Attachments and fulfillments cannot be moved simultaneously.	✔	✔	✔	✔ Candidates can only move their own packet requirements since they can't access Internal Case Sections.
Move documents between Candidate Requirement Sections.	✔	✔	X	✔
Move materials from an Internal Section to a Candidate Requirement Section. This converts these materials into candidate materials.	✔	✔	✔	X
Move and reorder packet media and fulfillments within or between Candidate Requirement Sections and Internal Sections.	✔	✔	✔	X Candidates can only move packet media and fulfillments within or between Candidate Requirement Sections since they can't access Internal Case Sections.

FAQ

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