CAPA Members

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Last updated: Sept 27, 2022 by Emoon Mar
3 min read

Opus for CAPA Members

While its software is developed by UCLA, Opus is also integrated with a third-party system, Interfolio. In general, CAPA members will interact exclusively with Interfolio to review cases for peer review.


OPUS INTERFOLIO


Opus Process Steps

Click on each peer review type to expand and see an overview of the process steps.


 Appointment Peer Review


LHR: Initiate Case for Candidate

 CAPA: Review & Recommendation

 LHR: Close Case

 Performance Peer Review (with Ad Hoc)


LHR: Initiate Case for Candidate

Candidate: Upload Documents to Case

RI: Review & Certification

LHR: Audit & Send Case to CAPA

CAPA: Review & Select Ad Hoc

LHR: Assign Ad Hoc Committee to Case

 Ad Hoc: Review & Recommendation

CAPA: Review & Recommendation

LHR: Audit & Send Case to UL

UL: Review & Make Final Decision

LHR: Close Case

 Performance Peer Review (no Ad Hoc)


LHR: Initiate Case for Candidate

Candidate: Upload Documents to Case

RI: Review & Certification

LHR: Audit & Send Case to CAPA

CAPA: Review & Recommendation

LHR: Audit & Send Case to UL

UL: Review & Make Final Decision

LHR: Close Case



Step-by-Step Guide: Peer Review for CAPA

The following guide outlines the Opus peer review steps from CAPA's perspective for performance and initial appointment cases.



When to Start

Case Ready Email

Once a case is ready for CAPA Review, each CAPA member will receive an email notification prompting them to view the case.



How to Log In 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.


 1. Click "Review Candidate" in email prompt to get to Interfolio


 2. Click "Partner Institution"

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


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

 


 3. Click "Sign In"

 


 5. 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 Packet

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


 2. Click on the candidate's name to open the case

 


 3. Click "Read" to view entire packet

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


 4. Once review is done, click "Return to Case"

 




How to Upload Documents

 1. Click the "Case Details" tab

(warning) The on the Case Details tab indicates that CAPA must upload 1 required document in order to move this case forward.


 2. Read the instructions

 

(warning) The above instructions are for performance peer review. Appointment peer review instructions will be different and require Form #11-B.


 3. Under the Required Documents section, click "Add"

 

(warning) The above form is for performance peer review. Appointment peer review requires Form #11-B.


 4. Click "Browse To Upload" or drag & drop the file you wish to upload

 


 5. Under Section, select "CAPA Review" then click "Add" to upload document


 6. Check to see that the requirement shows as complete

 




How to Move Case Forward


(green star) CAPA CHAIR OR CHAIR-ELECT ONLY. If a CAPA member moves this case forward, this case is removed from the case list for every CAPA member and will move forward for UL Review. It's important that the CAPA Chair or Chair-Elect be the only ones moving cases forward to ensure that the case is truly ready for UL review with a Form 11-A or 11-B.


 1. Click "Send Case" and then "Forward to"

(warning) If there are issues with the uploaded documents and you need further clarification, DO NOT send this case forward. Please work with LHR to get the clarification you need.


 2. Check the "Send a message..." box

 

(warning) Interfolio should default to checking this box automatically. 


 3. Click "Continue" to move case forward to LHR

 

(warning) After this step, simply log out and you're done. (remember, "send a message" box SHOULD be checked)