Help CenterHelp for Interfolio Faculty Search Administration: Managing Program Settings, Permissions and EEOBest Practice Guide: Installing an Institutional Set of Position and Application Statuses

Best Practice Guide: Installing an Institutional Set of Position and Application Statuses

Institutional Administrators can create a set list of position and application statuses for all their units to use. This article explains how Institutional Administrators can "reset" all statuses for an entire account by creating a new set of position and or application statuses, sending that list down to replace any statuses created by lower units, and then locking the statuses in place by disabling the creation of new statuses. This process will ensure that all units are using the same list of statuses, in the same order.

Click "Manage" and select "Administration" on your account dashboard

Make sure you are editing the settings for the correct administrative unit

Since you are resetting statuses for the entire institution, you should be editing the settings for the highest adminstrative level in the heirarchy.

To reset position statuses:

1. Disable the ability of lower administrative units to create new position statuses

2. Confirm that you want to disable position status creation for all lower units

3. You may want to delete existing statuses to start with a clean slate. Click "x" to delete a status

4. Click "Actions" and select "Add new status"

5. Enter the name of the status and set the associated permissions

6. Confirm that you want to send the status down to lower units

7. Repeat steps 4 thru 6 above to create a complete set of statuses for the institution

To reorder the list of statuses; hover over the status and click and drag. This will change the order in which the statuses appear in the program.

8. Click "Actions" and select "Send statuses to lower units"

9. Confirm that want to send the list of statuses down to all lower units. This will replace all statuses created by lower units with the new list of statuses you've created

To reset application statuses:

The process is the same for installing a set of application statuses.

1. Scroll down to the "Application Status" section, and disable the ability of lower administrative units to create new application statuses

2. Confirm that you want to disable application status creation for all lower units

3. You may want to delete existing statuses to start with a clean slate. Click "x" to delete a status

4. Click "Actions" and select "Add new status"

5. Enter the name of the status and set the associated permissions

6. Confirm that you want to send the status down to lower units

7. Repeat steps 4 thru 6 above to create a complete set of statuses for the institution

To reorder the list of statuses; hover over the status and click and drag. This will change the order in which the statuses appear in the program.

8. Click "Actions" and select "Send statuses to lower units"

9. Confirm that want to send the list of statuses down to all lower units. This will replace all statuses created by lower units with the new list of statuses you've created