Processing Deferrals in MIV
2013-2014 requirement
Checklist for Deferrals
• 1st and 2nd year deferrals vs.
3rd and 4th deferrals
– Excludes Professor 5 and Above (formal deferral not
required in MIV)
• The necessary items in the checklists will now
need to be submitted through MIV
http://academicaffairs.ucdavis.edu/local_resources
/docs/forms/Checklist%20for%20Deferralfillable.pdf
1st and 2nd year deferrals require:
1. Candidate’s request to defer
• uploaded to the Candidate Statement Section at candidate
level
2. Brief Department letter or Chair concurrence for the deferral
request
• uploaded to the Dept Letter section at Dept level –
manage open actions
3. Candidate to sign off on candidate disclosure statement in MIV
3rd and 4th year deferrals require:
1. Candidate’s request to defer with plan for progress
• uploaded to the Candidate Statement Section at
candidate level
2. Updated Teaching, Advising and Curricular Development
Record
• selected to show in Design my Dossier
3. Updated Publication List
• selected to show in Design my Dossier
4. List of Contributions to jointly authored works
• selected to show in Design my Dossier
5. Brief Department letter or Chair concurrence for the deferral
request
• uploaded to the Dept Letter section at Dept level –
manage open actions
6. Candidate to sign off on candidate disclosure statement in MIV
Adding a Deferral
• Select a candidate to proxy and enter their
MIV account
• Upload pdf of candidate’s request to defer in
the “Candidate Statement” section of MIV and
name it as such.
• Then go to “Design my Dossier”
Design My Dossier
• Click “Clear All”, then check ONLY the deferral
candidate statement item you uploaded.
• Hit “Save” and wait for save confirmation
Upon next
advancement action,
you will “check all” if
needed and go
through to
individually clear
check marks of items
outside the review
period or not to be
included in the action.
But all areas must be
cleared for 1st and 2nd
year deferral.
3rd and 4th Year Deferral “dossier”
• These require additional information per the
checklist.
• Follow the checklist to include appropriate
documentation. You can still “clear all” in
Design my Dossier, then go to individual
categories and click “check section” to select
items you wish to appear in dossier (i.e.
publications or teaching)
• Then hit “save”
Click “Create My Dossier”
• Only the item(s) selected to show will appear
in the created dossier
– for a 1st/2nd yr deferral –
• Only Candidate Statement should show
– for 3rd/4th yr deferral –
• Candidate Statement,
Teaching/Advising/Curr Devel,
Pub list & Contributions
should show
Send to Dept level in MIV
Once you’ve created
the dossier, select
“Send Dossier to my
Department”
feature from the My
Dossier Menu.
Choose appropriate
action type and
effective date and
click to send.
Dept Level MIV
• Go back to your own account (stop proxying
candidate account)
• Select Manage Open Actions
• Find the candidate
• Open their deferral action to finalize the
process – There are 3 items to complete
before sending to school/college
– RAF
– Dept Letter
– Candidate Disclosure Certificate
Recommend Action Form (RAF)
• Select appropriate designations and click “Select
Action”
• Then enter info on next page: Present and
Proposed will be the same on the next screen for
all Deferrals
“Department Letter/Division Chief Letter”
• Upload a PDF of a brief Dept Letter or the Chair
Concurrence
“Candidate Disclosure Certificate”
• Add, then Email the certificate for the
candidate to log into MIV and sign off
electronically.
Send to School/College
• Once all areas are complete, everything will be green
and the area at the bottom will light up to send to
school/college (it is greyed out until all required
items are completed)