Committee Member's Guide to Interfolio RPT
When added to a committee at an institution that uses Interfolio Review, Promotion, & Tenure (RPT), easy and secure participation in the case review process is possible online. A Unit Administrator or Case Manager at the institution conducting the review will manage the case and candidate packet. An email will be received when the case is available for the committee to begin review. Once the free account is activated and logged into, case access will be given to anyone added as a committee member.
A notification will be sent to the user added to RPT.
Navigating RPT
Access Assigned Cases
Navigation: Cases > Name
- Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
- Click the Name of the desired case to view it. The Case page will display.
Case Page
View Case Materials
The case page is the central workspace for Committee Members in Review, Promotion & Tenure (RPT). Most importantly, this is where the candidate materials, forms, and communication tools necessary to evaluate a candidate's case can be accessed. From the Case page, Committee Managers, Case Managers, and Unit Administrators can perform administrative functions such as moving a case forward or backward, managing materials, applying case statuses, communicating with candidates and Committee Members, and other functions. This article explains how Committee Members evaluating a case can access materials and what they can expect to find on the case page of the candidate.
View Case Materials
Navigation: Cases > Name > Read Case
- Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
- Click the Name of the desired case to view.
- On the Case page, materials and forms available to committee members can be accessed and materials submitted by a candidate can be viewed and downloaded. The case page is a tabbed interface with the Case Materials tab and the Case Details tab. Click the Read Case button to view materials in our document reader.
Case Materials
The Case Materials tab is divided into two main parts that can each contain one or more sections; the Candidate Packet and the Internal Sections.
Section | Description |
---|---|
Access materials |
On the Case Materials tab of the case page, documents that were submitted by the candidate, committee members, and external evaluators can be read and downloaded. If the institution administering the case has elected not to allow downloading, the Download option will not be available. Some individual documents may also have downloading restrictions.
Viewing Materials in the Document Reader
|
The Candidate Packet |
Materials here are visible to the candidate and available for them to use in their current case. Made up of one or more sections that the candidate will see when adding materials. These sections contain materials added to the candidate packet, either by the candidate, or on their behalf, and any required forms completed by the candidate. The candidate will be able to replace or delete files in an unlocked section of the candidate packet before they submit their packet for review. |
Internal Sections |
Available to Committee Members reviewing the case, but cannot be viewed by the candidate. Materials needed as part of the review can be found here, such as candidate documents. Some materials added to internal sections can be shared with the candidate by a Unit Administrator, Case Manager, or Committee Manager.
|
Case Details
The Case Details tab is where other members of the committee can be viewed. If enabled, comments from other committee members can be seen and comments can be left on the case.
If a committee vote has taken place and the results have been recorded by the Committee Manager, Case Manager, or Unit Administrator, those results can be seen at the bottom of this tab. Scroll to the bottom of this tab to see the results of a committee vote.
FAQ
What if you are assigned to more than one committee that has access to the case at the same time?
Multiple committees can have access to a case at a given case review step. If a user is assigned to more than one committee with access to a case at the same step, they can switch to view the Case page from the perspective of any one of their assigned committees.
- Click Change adjacent to the committee currently under the Reviewing as section on the Case Details tab.
- Select the Committee desired to use to review the case.
Is there a size limit for RPT packets?
Yes, there is a 5GB limit.
View and Respond to Files Shared by a Committee
Unit Administrators, Case Managers, or Committee Managers in Interfolio RPT can share case materials with members of a committee they are managing, or other committees in the workflow of a case. Committee Members can view materials (and respond if enabled) when they log into their account.
When files are shared, an email message will be received with the prompt to log into the account and view the files. If a response is requested, that will be seen as an Action Item on the Homepage along with a due date for the response. Click the link to view the file and respond.
- Click View adjacent to the desired file on the Committee Shared Files page
- Shared files will load in the document reader. Read the document, and prepare a response.
- Click Respond to upload the response.
- Give the response a Title and Browse to upload the file
- Click Send when finished.