Opus Process Steps
Click on each peer review type to expand and see an overview of the process steps.
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title | Appointment Peer Review |
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| LHR: Initiate Case for Candidate |
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| CAPA: Review & Recommendation |
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title | Performance Peer Review (with Ad Hoc) |
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| LHR: Initiate Case for Candidate |
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| Candidate: Upload Documents to Case |
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| RI: Review & Certification |
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| LHR: Audit & Send Case to CAPA |
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| CAPA: Review & Select Ad Hoc |
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| LHR: Assign Ad Hoc Committee to Case |
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| Ad Hoc: Review & Recommendation |
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| CAPA: Review & Recommendation |
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| LHR: Audit & Send Case to UL |
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| UL: Review & Make Final Decision |
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title | Performance Peer Review (no Ad Hoc) |
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Info |
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| LHR: Initiate Case for Candidate |
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| Candidate: Upload Documents to Case |
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| RI: Review & Certification |
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| LHR: Audit & Send Case to CAPA |
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| CAPA: Review & Recommendation |
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| LHR: Audit & Send Case to UL |
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| UL: Review & Make Final Decision |
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Step-by-Step Guide: Peer Review for the UL
The following guide outlines Opus peer review steps from the University Librarian's perspective for performance cases.
How to Log Final Decision
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title | 1. Click on "Case Options" and select "View Candidate Info" |
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Image Removed This will take you back to the Peer Review (or Appointment) Action Summary Report where you can log your decision. |
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title | 2. Click "Edit Responses" |
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Two questions are left blank on the Peer Review (or Appointment) Action Summary Report for the UL to fill out.
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title | 3. Fill out the "UL Decision" and "Final Action" fields on the form then click "Save" |
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After you click "Save", you will be routed to the Case Information page instead of the case.
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title | 4. Click on the candidate's name in breadcrumbs to return to case |
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Return to case so that you can move the case forward to LHR for closing.
Image Removed After this step, simply log out and you're done.
This case will move forward to LHR for closing.
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