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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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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.

 

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.

 

 1. 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.

 

 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"

 


 4. 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 Submitted 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

 

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


 3. 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.

 

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

 

 

 2. 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.

 

 3. 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.


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

 

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


 

 

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