Initiating a Promotion Case

1. Access the System
   • Navigate to the Promotion & Tenure landing page
   • Log in using your UW NetID
     • If you do not have access and need it, reach out to CAS Personnel Team
   • If affiliated with multiple units, select the unit matching the candidate's home unit
2. Candidate Information
   • Enter the candidate's EID or name
   • Click "Initiate Case"
     • Important Note: When this is clicked, it will automatically generate a PDF referred to as the Candidate Data Sheet. This PDF needs to be saved and uploaded as part of the required documentation.
3. Review and Update Data
   • Left Box: Workday Data
     • Review all data fields
     • Note: If changes are needed, update in Workday first, then return to this form
   • Right Box: Editable Fields
     • Update fields as necessary
     • APF may predict some responses, but you can modify using dropdown menus
4. Submit the Case
   • After completing review and updates, click "Submit"
5. Confirm Case Creation
   • Log in to Interfolio
   • Your case should appear within approximately 5 minutes of submission
6. Edit Case Steps
   • Once created, navigate to the "Cases" section of Interfolio and find the case.
   • Identify the appropriate case and click the name
   • Once the case is open, click "Case Options" in the top right corner and choose "Edit Case" from the drop down menu
   • Click the "Case Review Steps" link on the right side of the page
   • Edit steps 1 through 5 to add departmental reviewers.

Remember: Ensure all Workday data is accurate before initiating the case to avoid delays or complications in the process.