Administration Settings Page in Interfolio Review, Promotion, and Tenure
From the Administration Settings page in Interfolio Review, Promotion, & Tenure administrative users can enable or disable file downloads, enable or disable comments, create and edit forms used to collect information from candidates, establish case statuses for an institution, set up committee voting options, and add custom branding including logos and colors to P&T.
The features and functions mentioned here are explained in more depth throughout this guide in various chapters, and where appropriate, information specific to your institution has been included.
Navigate to Administration Settings
Click "Manage" on your Promotion & Tenure account dashboard and select "Administration"
-or- Click on "Administration" from the navigation menu in the upper right of most screens in the program
The Administration Settings page appears as a tabbed interface. By default the page opens on the "Comments & Downloads" tab.
Comments & Downloads
From the "Comments & Downloads" tab you can manage commenting and downloading privileges across an institution
- Turn comments on or off across an entire institution so that committee members are unable to discuss a candidate using the "Conversation" feature on the case page of any case created under the hierarchy of the institution.
- Turn on or off file downloads for an entire institution. Disabling downloads from the Administration Settings page will turn off the downloading of documents attached to all cases for the institution. Please note that Interfolio is unable to block screen capture tools or other "downstream" ways of capturing documents.
From the "Candidate Forms" tab administrators can create, edit and manage candidate forms which are are used to collect information directly from candidates. The forms created here can be attached to cases across an institution. For more information, see this article on creating a candidate form.
Case Data Forms
From the "Case Data Forms" tab administrators can create, edit and manage case data forms that are used to include information about a candidate with a case. The forms created here can be attached to cases across an institution. These forms are filled out by administrators in the program and candidates do not have access to case data forms. For more information see this article on creating case data forms.
From the "Statuses" tab Administrators can create a list of color-coded statuses which can be applied to any case at the institution they administer. Statuses are meant to help organize cases and are useful for reporting purposes.
From the "Voting" tab Administrators can set up a list of voting responses that can be used to collect the results of committee votes across an institution. Admins or Committee Managers record the votes of a committee into P&T and that information becomes available for reporting.
From the "Branding" tab Administrators can upload a logo and select colors to match Interfolio Promotion & Tenure to an organization's brand. For more information, see this article on how to customize Interfolio Review, Promotion, & Tenure with your organization's colors and logo.
Note that you can reset the branding from this tab as well. This will remove any logos and custom colors from the account.