How to Use Advance

Reviewing Packets

How to Use Advance

Reviewing Packets

1

2

• The Review Process– The For Review page– Reviewing a packet– Notification from Advance

• Things to consider

In this module…

• 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

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

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

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

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

Reviewing a packet• The Attachments page:

• Click the hyperlink to open and view the attached PDF

9

Reviewing a packet• The Teaching Evaluations page:

• Click on the hyperlink to open and view the attached PDF

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

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

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

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

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

Reviewer recap

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

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.edu

The Reviewer module…