CAPA Members

CAPA Members


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 Process Steps

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

 


 

LHR: Initiate Case for Candidate

 CAPA: Review & Recommendation

 LHR: Close Case


 

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


 

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

 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.

 

 

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

 

 

 

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

 

 


 

How to View Candidate's Packet

 

 

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

 

 

 


 

How to Upload Documents

The

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

 

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

 

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

 

 

 

 

 


 

How to Move Case Forward

 

 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.

 

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.

 

Interfolio should default to checking this box automatically. 

 

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