Navigation: Cases > Create Case

1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    
2. Click Create Case in the upper right-hand corner of the case list.

1. Search for a Candidate by typing their name in the field provided.
   • If the Candidate Exists in the system, the name will appear. Select the candidate
   • If the candidate does not exist in the system, the name will not appear. Follow the steps below to add them to the system.
     1. Click Create User.
     2. Click Add User.
     3. Fill out the information. If creating a case for a user that is not part of your institution (for example, if this is an appointment action), it is recommended to add the user with their current personal/professional email.
     4. Click Save when finished.
        

        Note that a user's name cannot be changed on a case once the case is created. It is recommended to check that the user's name is spelled correctly in Users & Groups before the case is created.

         
     5. Follow the above steps to create a case to return to the Add New Case dialog box
     6. Search for the candidate just created and select them for this case.
     7. Click Create User from the dropdown search bar.
2. Indicate if the candidate will be involved in the evaluation. 
   

   This setting cannot be changed once it is selected here. If at any point there is a candidate who desires to be involved in the evaluation, adding documents, and more, choose yes at this step.

    
3. Select a Unit for Case.
4. Click Confirm when finished.

Once the appointment is created, if the user becomes part of the institution, the Unit Administrator can go back into the Users & Groups section and update the candidate's user profile to reflect their institutional credentials (name, email, SSO ID).