Committee Member's Guide to Interfolio Review, Promotion, and Tenure

If you have been added to a committee for promotion, tenure, or review at an institution that uses Interfolio Review, Promotion, & Tenure, you can securely and easily participate in the case review process online.

An Administrator at the institution conducting the review will manage the case and candidate packet. You will receive an email when the case is available to your committee to begin review.

Once you activate your free account and log in, you will be able to access any case to which you have been added as a committee member.

You can generate a PDF to save and print this article from the sidebar to the left of this page.

Getting Started:

You will receive notification when you are added as a user to Promotion & Tenure

Reviewing a Case through ByCommittee P&T

Log in and click "View Cases" on your Promotion & Tenure account dashboard

You will see a list of cases that are available to you:

Navigate to the case you want to edit by clicking on the name of the candidate in the list of cases

Click the name of the candidate to view case materials

Clicking on the name of the candidate will direct you to the Case page, where you can access materials and forms only available to committee members, and view and download materials submitted by a candidate.

Open the "Committee Details" tab to to see information about your committee and leave comments on the case if this feature is enabled

If enabled, you can view comments from other committee members and leave comments on the case from the panel to the right of the page. If a committee vote has taken place and the results have been recorded by the Committee Manager or Administrator, you can see those results.

Accessing Materials:

On the individual case page, you can read or download documents that were submitted by the candidate, committee members, and external evaluators.

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 restricted.

Select the materials you want to download or read

Click "Select All" above the list to select all materials in the list.

Viewing a Packet

You can choose to download a PDF or Zip file of all selected materials

Clicking “Read” above the document list will open the packet in the document viewer.

The document viewer will display the contents of the packet, organized by section. You can collapse and expand packet sections in the Case Documents list on the left.

You can also click on the title of a document to open that specific document in the document viewer.

You can make notes on materials as you review. The annotations you make will appear on their own tab and can be exported.

Annotations are private and can only be viewed by you.

Adding Annotations:

Annotations are added from the lower right corner of the viewer

Annotations are added from the lower right corner of the viewer

Click the "view" icon to toggle on or off the display of annotations

Click the "view" icon to toggle on or off the display of annotations

Click the "note" icon to add an annotation on the currently displayed document

Click the "note" icon to add an annotation on the currently displayed document

After clicking the "note" icon, select the type of annotation you want to create:

  • Make no selection to add a simple "stickie" note to the document
  • "Point" adds a note with an arrow pointing to a particular point in the document
  • "Area" adds a note about a selected area
  • "Text" adds a note about highlighted
After clicking the "note" icon, select the type of annotation you want to create

To edit a note you've added, simply click into the text field

To edit a note you've added, simply click into the text field

To delete a note, click into the text field and then click the trash icon

To delete a note, click into the text field and then click the trash icon
Notifications:

Committee members can receive notifications about case updates and case conversations. Clicking the bell icon at the top of the page will allow you to view any updates at a glance.

Notifications

Click a notification to view it, or click "View All Notifications" to open the Notifications Center

Click a notification to view it, or click "View All Notifications" to open the Notifications Center

Clicking "View All" takes you to your Notifications page

Here you can see a more detailed list of recent case information, messages, and reminders.

Committee Voting:

Administrators and Committee Managers can record committee votes into Interfolio P&T. Committee members can view the results of a committee vote from the "Committee Details" tab of the Case page.

Click "Voting" to see the results of a committee vote

Voting results are represented with a circle graph displaying the overall results and the number of each vote cast.