1. How to Use Advance Reviewing Packets How to Use Advance Reviewing Packets 1

2. 2 The Review Process –The For Review page –Reviewing a packet –Notification from Advance Things to consider In this module…

3. The For Review page –Log into MyAccess and select Advance –From your Advance record, the For Review tab is on the far right –Packets that have been assigned to you will display on your For Review page Reviewing a packet –Click the candidate Name to review that packet Notification from Advance –If you have packets on your For Review page, Advance will send a weekly email reminder 3 The Review Process

4. 4 The For Review page Reviewers see the packets that have been added to their For Review page Click the candidate name to view the packet contents Click Review Complete and Save to move the packet to the bottom section

5. 5 The For Review page Packets marked “Review Complete” move to the Review complete section Review Complete helps the APA see how many have reviewed a packet When the Review Due date passes, the packet is removed from the page

6. 6 Reviewing a packet After clicking the name on the For Review page, you are presented with the candidate’s Summary page, which displays the advancement action, the Years at Rank and Step, a history of prior packets, and a list of who has completed certifications for this packet.

7. 7 Reviewing a packet The CV page: The filters at the top right eable you to focus only on the past few years Click one of the filters to condense the CV into showing only those entries that fall within the filter’s parameter

8. 8 Reviewing a packet The Attachments page: Click the hyperlink to open and view the attached PDF

9. 9 Reviewing a packet The Teaching Evaluations page: Click on the hyperlink to open and view the attached PDF

10. 10 Reviewing a packet The References page: Click the hyperlink date under the View Ref column to open and view the reference letter submitted through the Advance references process

11. 11 Reviewing a packet As a reviewer, you have access to the Chair Letter so you can draft the letter, if you have been asked to do so. Drafting this letter may be delegated to committee chairs, Division Chiefs, or supervisors of non-faculty academics.

12. 12 Reviewing a packet If you have been asked to draft the Chair Letter, fill the letter out, and click the Save as Draft button at the bottom of the page to save the letter Only the Chair can certify the Chair Letter

13. 13 Notification from Advance Anyone with a packet on their For Review page will receive a weekly email from Advance encouraging them to login and review packets

14. 14 What the Reviewer does –Respond to notification from Advance –Access packets on the For Review page –Review packet –Indicate Review Complete Reviewer recap

15. 15 Check your For Review page often to see whether packets have been assigned to you –You’ll get a weekly email if you have packets on your For Review page If you are on a Committee that meets to discuss packets: –Make notes while reviewing –Bring your laptop to the meeting Things to consider

16. 16 Congratulations! You have completed the Reviewer module and should know how to: –Manage packets on the For Review page –Access packets assigned for your review –Mark packets as Review Complete –Draft the Chair Letter (if appropriate) Send questions or comments to AdvanceProject@ucsf.eduAdvanceProject@ucsf.edu The Reviewer module…