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Where does the Candidate start their Promotion and Tenure Process?
Status View within the Web Client
What is a Candidate's first step in the Promotion & Tenure process?
Completing a Request for Review form
What is the first Queue in the Case Preparation Workflow Life Cycle?
Consultation Period
Department Committee Members (voting faculty)
In the Unity Client Workflow window, how do you view additional Case documents?
Where do you go to search for all documents for one candidate?
Custom Queries
Who is notified after the Candidate submits the Request for Review form?
The candidate and the Department Chair
What Ad Hoc Task in External Review Chair Assignment Queue prevents the Candidate from making any additional changes?
"Lock Case" Ad Hoc Task
Please be sure to vet all the documents before locking the case. If it is locked by accident, only an OnBase Admin could manually reverse it. If the Candidate forgot something, Faculty Affairs can upload on behalf of the Candidate.
Where are Scholarly Material Review and Teaching Evaluations added?
The Department Committee Review Queue. When selected an applicable Form is generated for each.
What do you call the buttons you can hit to complete work in a Life Cycle Queue?
Ad Hoc Tasks
What is the area where you can save shortcut Tiles?
The Personal Page
Add items by right-clicking and selecting “Add to Personal Page”
How can a Candidate upload their CV?
The Candidate completes a Document Upload Form
After the Candidate's case has been locked, are they still able to see their Case Documents?
Yes, within Status View
What can be uploaded in the Department Committee Review Queue? There are 3 options.
Reporter's Summary
Additional Documents
Candidate Rebuttal
If you need to review the metadata associated with the document, what action would you take?
Right-click and select Keywords
What is the name of each step within a Workflow Life Cycle?
Workflow Queues
Why would the required documents differ between Candidates?
If the Candidate is Medical, they will have different document types
How do external reviewers indicate that they are willing to review a candidate?
They can respond to the External Review for Promotion and/or Tenure form via a link in the notification they are sent.
Where are the results / statistics of the vote stored?
On the DF-15
It will ensure the Number of Faculty Eligible to Vote matches the finally tally of votes
If you need to see what tasks have been taken on a document, what action would you take?
Right-click and select History
How do you see two documents side-by-side within a Workflow Queue in the Unity Client?
Turn on the Primary AND Secondary Viewer
What would prevent the Candidate from being able to upload documents?
Their case is locked -or- they are trying to upload more than one of the same Document Type on the same Upload Form.
The Candidate could create multiple Upload Forms to submit the same Document Type again, but it will over-ride their prior upload of that Document Type. The over-ride does not apply for "Additional Materials"
What step is taken once all Case documents are complete within OnBase?
The "Send Case to Review" Ad Hoc Task should be selected.
As the Department Committee Member, can you see all case documents?
No, a Department Committee Member can only see documents for which they are set as an approver
When viewing the Queue Inbox, how can you display only a specific document?
You can filter any column by entering the text at the top of the column.