Case Flow Chart

Case State Name/ Actions requiring Step	Queue/ Ownership	Task	Available Routing Actions/ Requirements for Routing
Departmental Review
Candidate Summary initiated Required for: all case types	Dept Analyst	Starts case	Open Case To Candidate
Candidate Summary available for Review Required for: all case types	Candidate	Updates Achievements tab, upload case materials (including publications list) Signs off on materials	Approve Summary (will move the case forward to"Ad hoc Review initiated" or "Department Recommendation initiated") Reject Summary (will return the case to "Candidate Summary initiated") Requirement: Summary must have a Publication List.
Ad hoc Review initiated Required for: Final Appraisal, Merit to Step 6, Mid Career, Promotion, Tenure, Termination.	Dept Analyst	Opens the case to ad hoc committee/ faculty reviewer
Ad hoc Review initiated Required for: Final Appraisal, Merit to Step 6, Mid Career, Promotion, Tenure, Termination.	Dept Analyst Ad hoc Chair/Members Faculty Reviewer(s)	Ad hoc committee reviews the case and writes their report Dept Analyst uploads redacted and unredacted ad hoc report	Record Ad hoc Report/ Start Candidate Review Requirement: Ad hoc report, redacted and unredacted, must be uploaded.
Ad hoc Report available for Candidate Review Required for: Final Appraisal, Merit to Step 6, Mid Career, Promotion, Tenure, Termination.	Dept Analyst Candidate	Dept analyst opens the case to candidate to review redacted ad hoc report and allow for response (Fairness Safeguard) Candidate reviews redacted ad hoc report and chooses whether to respond	Respond to Review/ Bypass Response to Confidential Materials
Department Recommendation (Reconsideration) initiated Required for: all case types	Dept Analyst Dept Chair	Dept Chair reviews the case and writes department recommendation Dept Analyst records the department recommendation and enters salary recommendation Dept Analyst opens case to candidate for Fairness Safeguard review	Record Department Recommendation (Reconsideration)/ Start Candidate Review Requirements: Departmental Recommendation must be uploaded. Salary Recommendation for each job appointment must be signed-off.
Department Recommendation (Reconsideration) available for Candidate Review Required for: all case types	Dept Analyst Candidate	Candidate reviews department recommendation, chooses whether to respond	Respond to Departmental Recommendation (Reconsideration)/ Bypass Candidate Response to Department Recommendation (Reconsideration)
Dept Review completed Required for: all case types	Dept Analyst	Completes final check for completeness and accuracy	Route to Dean Analyst
Dean Review
Dean Recommendation (Reconsideration) initiated Required for: all case types	Dean Analyst Dean	Dean Analyst reviews case and works with department on corrections, if necessary Dean reviews the case and prepares recommendation (a report is required on career reviews or if recommendation differs from Dept.; Dean can sign-off on salary tabs when no report is required)	Return to Department (if corrections are required) Record Dean Recommendation (Reconsideration) Requirement: Salary Recommendation for each job appointment must be signed-off.
Dean Review completed Required for: all case types	Dean Analyst Dean	Dean Analyst completes final check for completeness and accuracy for cases that go for campus review For cases at Dean's authority (Adjunct Professor merits/ reappointments, including 5-year reviews), record Dean decision	Route to Campus Review Bypass Campus Review / Route to Dean Decision => to "Decision at Dean"
Campus Intake
Campus Intake initiated Required for: for all non-Dean delegated cases Optional for: Adjunct Professor merits/ reappointments (including 5-year reviews)	APO Analyst	Reviews case for accuracy and completeness (return to Dean for corrections if needed) Routes for BC/CAHRC review when file is ready	Route to BC for CAHRC Nominations Route to BC for BC Review
Campus Review
CAHRC Nominations initiated Optional; n/a for Adjunct Professors.	BC Analyst	Determines if CAHRC is needed Records CAHRC committee nominations	Record CAHRC Nominations/ Route to APO Analyst
CAHRC Review initiated Optional; n/a for Adjunct Professors.	APO Analyst BC Analyst CAHRC Chair CAHRC Inside CAHRC Outside	CAHRC reviews the case and writes their report	Record CAHRC Report/ Route to BC for BC Review
BC Review initiated Required for: for all non-Dean delegated cases Optional for: Adjunct Professor merits/ reappointments (including 5-year reviews)	APO Analyst BC Analyst BC Chair BC Reader 1 BC Reader 2	BC reviews the case and writes their report	Record BC Minute/ Route to APO Analyst
Decision
Campus (Reconsideration) Review initiated Required for: for all non-Dean delegated cases	APO Analyst AVPF VPF EVC Chancellor	APO coordinates with campus reviewers, records campus final decision	Record Campus Decision/ Route to Dean Required: final approver letter(s): Vice Provost, Chancellor (if applicable)
(Reconsideration) Decision at Dean Required for: all case types	Dean Analyst Dean	Releases decision to department	Issue (Reconsideration) Decision/ Route to Department
(Reconsideration) Decision at Department Required for: all case types	Dept Analyst Dept Chair Candidate	Releases decision to candidate, close case Coordinates with APO if case needs to be reopened for reconsideration	Close Case/ Release Decision to Candidate

Case Flow Chart

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