Share Case Materials with Committee Members
Adminstrators and Committee Managers can share packet materials with all members of any committee involved the workflow of a case, and with individual ByCommittee P&T users at an institution.
Sharing case materials is useful for sending committee recommendations to committees assigned to previous steps in the workflow (rather than sending the case back or emailing outside of the system).
Sharing with other P&T users means that it is possible to send a portion of a case to a person who should not see the entire case. For example, you can send specific documents to academic leaders, such as the provost, without making that person a Committee Member of one of the committes in the workflow of the case. Because all file sharing is recorded in the case Activity Log, you will always have a record of who, what and when case materials were shared
Unlike when sharing files with candidates, it is not possible to allow committee members to respond to shared files.
When files are shared with a Committee Member or individual, the recipient will be notified by email, and prompted to log in to their Interfolio account to view the shared files.
Important: Users concerned for privacy and confidentiality issues should rest assured that:
- Only Administrators and Committee Managers of the current case can share files.
- It is difficult to accidently share files .
- As with all activity in the system, the case Activity Log will record and document when files are shared.
- During the implementation process, Client Success Managers will work with institutions to ensure that faculty and staff receive comprehensive training on P&T and that institutional policies are well documented and understood.
On the case page, click the name of the case for which you want to share materials
Select the materials you want to share with Committee Members
Click "Share" and select "With Committee Members"
Choose who will receive the shared files
By default the current committee is listed, click "x" to select a different committee
Select a committee from the list of committees in the workflow, or start typing the name of a specific P&T user at your institution
You can specifiy multiple committees and individuals.
Compose your message
Shared files are listed at the bottom left of the window
Click "Add" to add more files, or the "x" to remove shared files.
No files will be directly attached to the email. Recipients will recieve email notification that files have been shared, and will need to login to their account to view the shared files.