Creating Case Review Steps

In Interfolio Review, Promotion & Tenure, Administrators can set up a workflow of case review steps matching the stages of review at your institution.  

Multiple committees or individuals can be granted access to a case at each review step.

Case review steps are generally set up when creating a template for new cases, when creating a case from a template, or when creating a new case from scratch.

It is also possible to create and edit case review steps when editing an existing case.

This article describes how to create case review steps when creating a template or case. 1

1. Scroll to the bottom of the "Template Review Steps" or "Case Review Steps" page and click "Add Step"

Scroll to the bottom of the page and click "Add New Step"

2. Name the case review step, assign a due date (if necessary),

3. Indicate who is reviewing the case at this step

You can add a standing committee, ad hoc committee, or an individual user.

Name the case review step and assign a due date (if necessary)

3.1. For standing committees, select the committee from a list

3.2. For ad hoc committees, create a new committee, or look for an existing ad hoc committee

3.3. For individual users, start typing the users name and select the user from a list

To add another committee to your step, click the pencil icon

1. Click the edit pencil to edit the step

You can give multiple committees access to the case at this step

2. Click "Add Committee"

Click "Add Committee"

3. Again, indicate who is reviewing the case at this step

You can add a standing committee, ad hoc committee, or an individual user.

Name the case review step and assign a due date (if necessary)

4. You can keep going, adding as many committees or individual reviewers as necessary to the step

To add document requirements for a committee:

Administrators can set up committee document requirements that require a committee to submit one or more documents before a case can be moved forward to the next step in a workflow. See here for more information on setting up committee document requirements.

1. Click "Edit Details"

2. Open the "Required Documents" tab

3. Click "Add Required Document"

4. Name the document requirement and provide a description of the document

Note that you can add multiple required documents as shown below: