Help CenterAnnouncements and Release Notes General AnnouncementsMarch 2018 - Updates to the Interfolio Review, Promotion, and Tenure Interface

March 2018 - Updates to the Interfolio Review, Promotion, and Tenure Interface

This article will highlight only some of the significant changes or functional differences within the Review, Promotion & Tenure Interface.

The New Login Experience for Dossier Institution Users or Users with More than One Institutional Account.

After logging in, users with two or more accounts associated with their email address will be prompted to choose a homepage.

The homepage options are:

  • The Institutional Homepage - Where Institutional users can access institutional processes through Interfolio, such as hiring for positions, review/promotion cases, or faculty activity reporting. If users are part of more than one, than more than one institution will display.
  • The Personal Interfolio Dossier Homepage - Where Faculty users can upload, organize, and manage their materials in a personal account.

After choosing an option, this pane will appear at the top of the page to save the selection.

To update at a later date, simply navigate to the User Menu in the top right corner, and then to the Account Settings option.

The New Dossier Interface

To learn more about everything that you can do in Interfolio Dossier, take a look at our relevant help articles:

Below is an example of the new Dossier interface that will be available for all Dossier users when the release occurs. 

The New Dossier Homepage

  • The New "Dossier Highlights"
    • At the bottom of a user's Dossier Homepage, there is one featured Interfolio controlled help article and three featured blog posts on Interfolio related content for quick and easy reference.
  • The User Menu
    • Available in the top right corner, select the button with the user's name.
    • Interfolio Help
      • Access our Interfolio help site located here at product-help.interfolio.com.
    • Account Settings
      • Access your personal Dossier settings and update your basic information.
    • Switch to Institutional Account Homepage 
      • Easily switch to and from your institutional homepage and your personal Dossier. 
    • Sign Out
      • Sign out of all Interfolio products
  • The Interfolio Card
    • An account card tied directly to your Interfolio account information (located in the Account Settings), that displays a summary of information along with how many documents/applications/materials you have stored within Interfolio.

The New User Menu

Logging in With Personal Credentials

Users with an SSO enabled account can authenticate using their own credentials, as set on their own personal Interfolio account of the same email address.

When said user selects an institutional account that requires SSO authentication, they see a message on the account selection screen showing that they will be redirected to SSO.

Then they click “Continue” button, and are taken to the SSO authentication page for the account they selected, after being able to log in, they can access institutional specific data.

The New Navigation Bar

  • Home
    • Navigate back to your Dossier Homepage
  • Deliveries
    • All current and past, deliveries and applications, both inside and outside of Interfolio, are available from the Deliveries link in the sidebar.
  • Letters
    • All letters of recommendation within your Dossier will be available in the Letters link. Whether you are a letter writer or an applicant, all letters will be available there for update or use.Confidential letters are always uploaded by the letter writer, and never viewable to the applicant.
  • Materials
    • Materials that have been uploaded as part of a candidate packet, Faculty Search applications, or imported from Faculty180 will be available in the materials section of your personal dossier. Packet guidelines for RPT candidates will display on this page.
  • Collections
    • Materials within your personal dossier can be put into groups called 'collections'. These collections can be used in deliveries or other applications to allow you to create different packs of materials depending on the relevant use.
  • Shared with Me
    • If a user has Dossier Deliver or Dossier Institution, they can share documents with other Interfolio users, you can find all of them easily with the 'Shared with Me' tab.

The New Institutional Homepage

Below is an example of the new institutional interface for Interfolio that will be available soon, for all users of the following Interfolio Products:

  • Faculty Search
  • Review, Promotion, & Tenure
  • Faculty Activity Reporting (Faculty180)

The action items in the center of the page will contain updates for every Institutional product, reducing the amount of spots to look for updates or notifications within Interfolio.

Users can use the User Menu in the top right corner, with their name displayed, to switch to their personal Dossier,  to manage their personal Interfolio account settings, to access Interfolio help content, to logout, and more depending on a individual's permissions.

Example of a Review, Promotion, and Tenure and Faculty Search Notifications

The New Review, Promotion, & Tenure Navigation Bar

The new Navigation Bar on the left-hand side will feature the most relevant links for each Interfolio product, no matter what combination your institution uses. Previously these options had been located on the 'dashboard' or via the toolbar at the top of the page while within the specific product, or as in the case of Faculty180, was for a time completely independent from our other Interfolio offerings.

In the sections below, there are close-up examples of the navigation panels for each Interfolio product's navigation pane. Users will only see the options they have access to, and no more. In these examples, all options for all products are shown.  

  • Cases
    • Navigate to view the cases page where users can view all of the workflows and processes that they have access to.
  • Templates
    • The Templates page is available to users with the proper rights, and is where they set institutional and unit specific templates to save time and quickly clone.
  • Administration
    • The Administration page is available to users with the proper rights, and is where they set institutional and unit specific settings to apply to position searches within Interfolio Review, Promotion, & Tenure.
  • Reports
    • Users with the proper permissions can access all available reports from the Reports page located on the navigation bar.
  • Users and Groups
    • Manage permissions and give access to additional users and committees via the Users & Groups page from the navigation bar.

Interfolio User Menu and Switching to your Account Perspective

In the Interfolio User Menu, in the top right corner containing the user's name, there are the following options:

  • Institution Branding Settings
    • Customize and configure the color and logo for your Interfolio institutional homepage
  • Switch Accounts to...
    • Interfolio Dossier
      • Switch to your personal Interfolio Dossier account
    • Demo University
      • Switch to your institutional homepage to access Review, Promotion & Tenure, Faculty Search, or Faculty Activity Reporting (Faculty180)
  • Account Settings
    • Access your personal Interfolio account settings and basic information that is not affiliated with your institutional information.
  • Product Help
    • Access our help resources at product-help.interfolio.com
  • Sign Out
    • Sign out of all Interfolio products

The New Branding Page

No matter what of Interfolio product your institution uses, you can customize the look and logo of your product with the branding tool available in the User Menu. The option will only be displayed to users with the proper privileges. Faculty180 institutions will have a link in the old branding location that leads to this new page, and also can relabel the name of the product.  

Other Updated and Changes in Review, Promotion, & Tenure

Candidates New Packet Page

From the institutional navigation bar, a Faculty member can access a list of the packets they’ve submitted or are currently working on so they can reference for future reviews. Users at an enterprise institution will see a link to "Your Packets." Candidates will see this nav item when they are notified of their first packet

The New Case Materials Page

The new case materials page has condensed many buttons down to fit within the Case Options menu. This way users (administrators and fewer options for committee managers) will always know where to go when they want to take a specific action on this page.

Selecting the Case Options button reveals a number of other options available for administrators:

Case Options Action menu for Committee Managers will contain the following options

  • Email candidate
  • Add Case Section

The Updated Case List

The case list page used to feature the View Template List and Add Template, now these options are available on the Templates page via the navigation bar on the left-hand side.

The Updated Templates Page

The updated Templates Page now is more accessible for those users who regularly work with and create reviews from templates. This page will centralize all template work in one spot with clear and actionable options.

The Updated Users & Groups and Committee pages

Now, in the new Users & Groups page, administrator users are now able to search by name, email or unit to be able to locate the correct and relevant users.

Another example