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Opus for Review Initiators

While its software is developed by UCLA, Opus is also integrated with a third-party system, Interfolio. In general, Review Initiators will interact exclusively with Interfolio to review and certify case documents. Below you will find a step-by-step guide and quick reference guide to help you navigate through Opus Interfolio.

 

 

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OPUS INTERFOLIO


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The RI's Quick Reference Guide

This handout is designed for Review Initiators who are familiar with Opus but need something in front of them to quickly remind them of the steps. For first-timers needing detailed instructions, please use the Step-by-Step Guide for Review Initiators below.

 

Step-by-Step Guide for Review Initiators

The following guide outlines Opus review steps from the Review Initiator's perspective.

 

 

Start Opus Case

(green star) This is an offline step you must do first to initiate a case for your candidate in Opus.

 

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Review Initiator: Send Form #2-A to LHR

Sending a completed Form #2-A to LHR will prompt the initiation of a case for the candidate's peer review. LHR must know the proposed action in order to initiate the case.


 

 

How to Log In to Interfolio

(blue star) Once your candidate submits a packet online, you will receive an email prompt.

 

Expand
title1. Click "Sign In" in email prompt to get to Interfolio

(warning) Interfolio has compatibility issues with Internet Explorer. Please use the most updated versions of Google Chrome or Mozilla Firefox. If you are experiencing blank pages, forms, or buttons that do not work you may need to update your browser or delete old files out of your cookies and/or cache.

 


Expand
title2. Click "Partner Institution"

(warning) Disregard the default log in screen. Because we're UCLA, we must log in as a Partner Institution.



Expand
title3. Search for and select "University of California-Los Angeles"

 



Expand
title4. Click "Sign In"

 



Expand
title5. Log in with your UCLA Logon ID and password

(warning) This Shibboleth login screen may not appear if you've logged in recently.

 


 

 

How to View Candidate's Submitted Packet


Expand
title1. On the left-hand side navigation menu, click "Cases" to see your Case List



Expand
title2. Click on the candidate's name to open the case

 

(warning) If you are a Review Initiator for many candidates, you may see several names on your Case List.



Expand
title3. Click "Read" to view entire packet

(warning) This will take you to the document viewer that will allow you review each uploaded document.



 

 

How to Move Candidate's Case Forward

(blue star) As an RI, you are only reviewing and NOT uploading documents to Opus. The candidate is responsible for uploading documents (including non-confidential certifications / comments) to Opus. LHR is responsible for uploading UNREDACTED letters after your review so please send all letters to LHR before your review. RIs should still continue to share REDACTED letters with their candidates.

 

Expand
title1. Once review is done, click "Return to Case"

 

 


Expand
title2. Click "Send Case" then "Forward to" if there are no issues with the documents

(warning) If there are issues with the uploaded documents, DO NOT send this case forward. Please work with the candidate offline and then contact LHR if any of the uploaded documents need to be updated.

 


Expand
title3. Uncheck the "Send a message..." box

 

(warning) Interfolio defaults to checking this box. You don't need to send a message to move this case forward.



Expand
title4. Click "Continue" to move case forward to LHR

 

(warning) After this step, simply log out and you're done.