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Read about upcoming product changes, release notes, and Interfolio sponsored events.
Release Notes
This article lists the most recent product changes. IDS Data Update on 7/1/21: The Interfolio Data Service refreshed bibliographic data on 7/1/21. Throughout the year, the Interfolio Data Service seeks out and pulls in data, at regular intervals, about academic publications that your institution’s faculty members have produced including books, bo
Updated on: November 28th, 2022Release Notes
This article lists the most recent product changes. Fixed - Issue preventing external evaluators from opening documents with quotation marks in the title: We now remove quotation marks from the title of documents shared with external evaluators. This resolves an issue where quotation marks in the title prevented some documents from loading after be
Updated on: November 28th, 2022Release Notes
This article lists the most recent product changes. Fixed - Display issue with FTE sum box when teaching section has Activity Classification column: Fixed an issue with the FTE sum box displaying on the Initiated activity input form is when the teaching section has an AC column displayed.
Updated on: November 28th, 2022Release Notes
This article lists the most recent product changes. Added - Autosave candidate form responses: Candidates in RPT can save their form response without completing all required questions, so they can save their progress. Auto-saving is applied to each input individually and not to forms as a whole. Form can be saved without all required responses. Whe
Updated on: November 28th, 2022Release Notes
This article lists recent changes to the product. Improved - Changed copy re: coauthors in validation panel: Changed text in banner above coauthors in validation panel from "You can edit your coauthors after you accept this record.” to "You can edit contributors after accepting this activity." Fixed - FAR Workload calculation query for scholarly a
Updated on: November 28th, 2022Release Notes
This article lists recent changes to the product. Improved: Autosave committee form response: Committee manager/member in RPT, can save their committee form response without completing all required questions, so they can save their progress on the form. When an RPT user is editing a committee form response and they blur off of a field (and the value
Updated on: November 28th, 2022Release Notes
This article lists recent changes to the product. Added - Interfolio Data Service new page layout: Having records grouped by type was causing some friction for our users by making pagination difficult. Now, records display in a data-table format so that pagination makes more sense. We also added a column for the data type, and moved to a paginated t
Updated on: November 29th, 2022Release Notes
This article lists recent changes to the product. Added - Search box for expanded matched records table - Found Tab: Added ability for users to search the list of matched records in IDS. Search functions will operate within tabs on the page such that when the user searches for a record in the accepted tab (for example), search results will only retu
Updated on: November 28th, 2022Release Notes
This article lists recent changes to the product. Added - Case Manager and Template Manager roles: We have added two new user roles to RPT. Case Managers can take most actions across all cases at their unit: Create cases Edit the workflow, requirements, and instructions Manage case-specific settings, and committees] View and manage standing committe
Updated on: November 28th, 2022Release Notes
This article lists recent changes to the product. Added - Committee form requirement to appear on Case Step: When viewing the case steps on the Case Review Steps page of Templates and Cases, we display if a step has a required document on it. We now display when a case or template step has a required form on it in a similar fashion. An RPT Admin on
Updated on: November 28th, 2022Release Notes
FIXED: Approval Workflow Emails Not Being Sent to Approver: Resolved issue with Admin assigned as an approver to the selection approval template not being sent email notifications when the approval workflow moves to a step to which they are assigned. The admin (PID 4808146) was assigned to multiple steps and did not receive the notifications, though
Updated on: December 20th, 2022Release Notes
ADDED: Add timestamp to Applications & Position Report User viewing or downloading the Positions or Applications report will see a column with Date information in the following format: Date Only MM/DD/YY Date & Time MM/DD/YY HH:MM AM/PM Time Zone (i.e.12/01/17 02:15 PM EST or 12/01/17 01:15 PM EDT) We are updating the date formats that you c
Updated on: April 22nd, 2022Release Notes
Improved: Opening a Faculty Search position with a selection approval template no longer requires admins to send a position back to step 1: Previously: In Faculty Search, when a position that had a selection approval template was closed, there was no option to reopen it in the position actions dropdown. The option to Open position only appeared in t
Updated on: April 22nd, 2022Release Notes
Improved: performance of reports module with backend changes: We resolved performance issues on the reports pages in RPT and Faculty Search. A user in RPT viewing the reports page will see no visual or functional changes, but the page has improved performance.
Updated on: April 22nd, 2022Release Notes
Added: Due Date now displays in Your Packets: The Due Date for an RPT Candidate's packet is now displayed on the Your Packets page as expected.
Updated on: April 22nd, 2022Release Notes
These are release notes for Interfolio's new Lifecycle Management product. Added: User ID field to Appointment object: A User ID field has been added to LM appointments. Once added, the UID should be used to match appointments to profile records. When an admin in a tenant with UID enabled tries to create an appointment record and does not provide a
Updated on: September 2nd, 2022Release Notes
Added: User can sort results columns in "Deleted" and "Completed" tabs: Faculty members can sort by type, title, and year in the deleted and the completed tabs of IDS so they can find and organize their records. User can sort by title (alphabetically, reverse alphabetically) in the deleted tab User can sort by type (e.g., book, book chapter) and all
Updated on: September 2nd, 2022Release Notes
Added: Zip downloads to Faculty Search: New download option has been added in all the areas users can normally download materials. When a Faculty Search user selects to download applicant materials they have the option to download as a ZIP. When a ZIP is requested, user will receive an email with information and a download link of that ZIP when docs
Updated on: April 22nd, 2022Release Notes
Fixed: Issue with user not being asked to complete Activity Classifications after Accepting Record: A user reported no longer being asked to assign Activity Classifications (AC) on accepted IDS records. Now, the Home item for filling out ACs shows up when accepting a record, this ONE action item contains all ACs that need to be completed for all acc
Updated on: September 2nd, 2022Release Notes
Fixed: Error when closing a position: An Institutional Administrator reported receiving a RuntimeError when trying to close or delete two positions in Faculty Search when both positions had no applicants, and both positions had neither "Public" nor "Private" selected under Advertisement Settings. Now, an institutional administrator can close or dele
Updated on: April 22nd, 2022Release Notes
Fixed: Some case materials are no longer being excluded from PDF case download: Resolved an issue with downloads of a candidate’s packet not containing all of the section's materials when Select All is checked for downloads. Administrators can now download materials in selected sections of a packet by checking the Select All box as expected
Updated on: September 2nd, 2022Release Notes
Added: We now allow the removal of a title from an admin even if they are the only admin with that title Previously, when an admin was the only one with a title, it could not be removed. We now allow removal of a title from an admin even if they are the only admin with that title. An admin removing the title of another admin can remove the title eve
Updated on: April 22nd, 2022Release Notes
Improved: Candidates can submit forms w/o responses when there are no required questions: When a candidate form has no required questions, the section is not able to be submitted without responses. At least one question on the form must have a response in order for the requirement to be fulfilled and for the section to be submitted. RPT candidates c
Updated on: April 22nd, 2022Release Notes
Added - Replacing Committees: Administrative users can replace a committee in workflow steps without impacting requirements, settings, or instructions so they dont have to recreate all the instructions, requirements and settings. When logged into RPT, and editing the details of a workflow step in a Case or Template, the user sees an option to Replac
Updated on: September 2nd, 2022Release Notes
Added: Grouped and labeled related radio buttons and checkboxes: Form controls (such as radio buttons and checkboxes) are now grouped and labeled by a legend. When a Faculty Search user uses NVDA or voiceover while tabbing through a radio button or checkbox group, we now indicate that the radio buttons or checkboxes belong to the same group.
Updated on: April 22nd, 2022Release Notes
Added - We now indicate if share has a "file response" enabled: Review, Promotion & Tenure Administrators viewing a share in the activity log can see whether or not the share has a file response enabled. Example of previous activity log share line item: "Proust University (proust_university@interfolio.com) shared the Case (1 attachments) with Jo
Updated on: April 22nd, 2022Release Notes
This article records the most recent product changes. Fixed - Error when adding a Position Status on Position Summary screen: When users create a position, the final position summary screen has a button that opens a window with a list of statuses that can be applied to the position, along with a few checkbox options controlling the visibility of the
Updated on: November 29th, 2022Release Notes
This article records the most recent product changes. Improved - IDS In-program language for consistency and clarity: Changes were made to the language on the Home page, Completed, Found, and Deleted tabs. Some examples of the verbiage changes include: Home page “Matched records” to “Matched Activities" “Need your review” changes to “Activities Nee
Updated on: November 29th, 2022Release Notes
This article records the most recent changes to the product. Improved: Vita Builder Institutional Templates - Remove Faculty Classifications From Current Position: When a Vita Builder user adds or edits an institutional vita template, and the user edits the current position section, they will not see any faculty classifications. Institutional vita t
Updated on: November 29th, 2022Release Notes
This article records the most recent product changes. Fixed - Packet files added using "Choose from existing" option in packet appear to committee without submission: Fixed issue happening when an RPT candidate with a previously submitted packet section is unlocked, then the section was edited by removing a candidate document and clicking Add f
Updated on: November 29th, 2022Release Notes
This article records the most recent product changes. Fixed - Generate/view a vita now works as expected when 'Advising Load' section is shown on the vita template: Fixed issue happening when users attempted to generate a vita using a template that included the Advising Load section, the vita would not generate successfully. When an F180 user with
Updated on: November 29th, 2022Release Notes
This article records the latest product changes. Added - Case page includes deadline type and date: Updated the Case page so candidates can view the deadline type and date while working on their packet. The new design moves the location where the candidate accesses case instructions. When a user is logged in as a candidate and is viewing a case, t
Updated on: November 29th, 2022Release Notes
This article records the most recent product changes. Added - Moved Positions list filters to drawer: Faculty Search users can now access position filters from a drawer. When a Faculty Search user clicks Filters on the Positions List, they will see the filters appear in a drawer. When a Faculty Search user who has applied filters to the position
Updated on: November 29th, 2022Release Notes
This article records the most recent product changes. Fixed: Scholarly Citations report shows HTML tags: Before, HTML tags appeared on scholarly citations when creating new or editing existing scholarly activities. Now, the report displays scholarly citation information in the selected formats without HTML tags. Fixed: Pencil icon shows HTML tags w
Updated on: November 29th, 2022Release Notes
This article records the most recent changes to the product. Added - Rich Text Editor for Scholarly Contributions and Creative Production activity records: We now directly support rich text and special characters in the Titles and/or Descriptions of Scholarly Contributions and Creative Production activity records. The new styling options will incl
Updated on: November 29th, 2022Release Notes
This article describes the most recent product changes. Added - Send undeliverable message notifications to users who create external eval requests: RPT users who create external evaluation requests are now notified when a request for an evaluation is unable to be delivered to the email address entered. We let senders know in case they need to fix
Updated on: January 12th, 2023Release Notes
This article describes the most recent product changes. Added - Institution Settings Update to Branding: Institutional Administrators in Review, Promotion & Tenure can access the Institution Settings page (previously known as Branding Settings), so they can view their institution’s Branding and Product Label settings. When the IA clicks on
Updated on: January 12th, 2023Release Notes
This article lists the most recent changes to the product. Added - Institution Settings Update to Branding: Institutional Administrators in Faculty Search can access the Institution Settings page (previously known as Branding Settings), so they can view their institution’s Branding and Product Label settings. When the IA clicks on their name in th
Updated on: November 28th, 2022Release Notes
This article describes the most recent product changes. Added - Institution Settings Update to Branding: Institutional Administrators in Faculty Activity Reporting can access the Institution Settings page (previously known as Branding Settings), so they can view their institution’s Branding and Product Label settings. When the IA clicks on their na
Updated on: November 28th, 2022Release Notes
This article lists the most recent changes to the product. Added - Institution Settings Update to Branding: Institutional Administrators in Lifecycle Management can access the Institution Settings page (previously known as Branding Settings), so they can view their institution’s Branding and Product Label settings. When the IA clicks on their na
Updated on: November 28th, 2022Release Notes
This article records the latest product changes. Added: New LCME Faculty Classification: Administrators can now add a faculty classification for whether the faculty member is in a basic science or clinical department so they can run LCME reports in line with the 2023-2024 standards. New Faculty Classification name/title will appear as LCME: Basic
Updated on: November 29th, 2022Release Notes
This article describes a recent improvement in accessibility for users of Faculty Search. FS (UI): Fixed inadequate focus indicator for checkboxes/radio buttons: Fixed focus indicator which was often inadequate and difficult to track, especially when attempting to focus on checkboxes and radio buttons. The focus indicator is now easily identifiable
Updated on: December 29th, 2022Release Notes
This article lists the most recent product changes. Fixed - Rich Text Editor field details now appear as expected: Title and description details in Scholarly Contributions now display as expected in the listing display style of both vita and the document reader in RPT. This was happening with Rich Text Editor areas in Scholarly activities, Gra
Updated on: December 20th, 2022Release Notes
This article records recent product changes to Interfolio's Lifecycle Administration. Improved - Added view-only role and ability of Institutional Administrators to add and manage users of Lifecycle Management: We’ve made it easier to manage faculty appointments handled at a lower unit level of an institution’s hierarchy by adding a role to LM t
Updated on: January 12th, 2023Release Notes
This article records recent product changes to Lifecycle Management. Fixed: Search query of first name and last name combination not working: Using the combination first name + last name in a search query now works as expected. Fixed an issue impacting Institutional Admin users on the search field, who were seeing no results when entering a query
Updated on: January 9th, 2023Release Notes
This article records recent product changes to Interfolio's Faculty Search. Added - Salary Range or Pay Grade settings to make the field required when administering search settings When Institutional Administrators navigate to Position Settings under Administration, they see a “Salary Range or Pay Grade Settings” section. Within this section, Insti
Updated on: January 19th, 2023Release Notes
This article describes a recent change to our Faculty Activity Reporting module. Update: 2023 LCME Table 4.2-1 Supported The LCME report in Faculty Activity Reporting has been updated to support the revised 2023-2024 standards for LMCE Table 4.2-1. To request a report, Administrators should contact their Client Success Manager. To support the rep
Updated on: January 31st, 2023Release Notes
This article explains recent product changes in Interfolio Faculty Search. Added: Advanced EEO/Diversity Reporting in Interfolio Faculty Search Administrators with permission to view EEO data can access a new tab labeled “Advanced Reporting” in the Reports section of Faculty Search. This opens a new view that provides insight into diversity data
Updated on: February 6th, 2023Release Notes
This article describes recent product changes in Interfolio Lifecycle Management. Added: Allow Hire Date to start in the future: Institutional Administrators of Lifecycle Management can create a new faculty profile with a hire date set in the future when creating a faculty record in LM for any individual applicant hired through a Faculty Search pos
Updated on: February 6th, 2023Release Notes
This article records a recent product change in Interfolio's Faculty Activity Reporting IDS. (Fixed) IDS Records with duplicate co-authors are accepted as expected: Corrected an issue preventing faculty users from accepting IDS records when there are duplicate co-authors listed. Users were encountering problems with seeing duplicate coauthors and b
Updated on: February 22nd, 2023Release Notes
This article records product changes to Interfolio's Lifecycle Management. Display user who last edited role: LM Administrators can see which user last edited a user’s role in addition to the time/date the user was last edited. When an LM Administrator edits a user's role, they will see the full name of the last user and can make an edit to the u
Updated on: March 22nd, 2023Release Notes
New sticky case list filters: When an RPT user filters the Case List, the selected filters now remain applied until the user clicks to reset them. This allows the user to navigate into and out of a case and back to the Case List without losing their selected filters.
Updated on: April 5th, 2023Release Notes
This is a summary of recent product changes to Interfolio Review, Promotion & Tenure. Fixed: When searching by case title, removing the text and then searching with another case no longer results in error: Fixed an issue happening when RPT Admins on the case page searched for cases using the case title. User would get results, but removing the
Updated on: April 19th, 2023Release Notes
This is a summary of recent product changes and fixes to Interfolio Faculty Search. Added: Report Number of Referrals for Faculty Search Position: Added the actual number of applicants who visit a position page in the report for a published Faculty Search position. The report still shows the percentage of people who came to the position’s landing p
Updated on: April 19th, 2023Release Notes
This a record of changes in the most recent release of interfolio's Vita Builder and Interfolio Data Service Added: Draft & Publish Institutional Vita Builder Templates: Administrators are now able to create and edit drafts of vita templates. When a draft of a vita template is published, it becomes available for faculty to use in the unit in
Updated on: May 24th, 2023Release Notes
Improved: Updated message when canceling a Letter of Recommendation request We updated the messaging to Administrators in Faculty Search and RPT when the user cancels a request for a letter of recommendation. Before, if an Administrator chose to cancel the request, there was a pop-up that indicated an email would be sent out to the evaluator to let
Updated on: May 24th, 2023Release Notes
Improved: Message prompt when canceling Letter of Recommendation We updated the messaging to Administrators in Faculty Search and RPT when the user cancels a request for a letter of recommendation. Before, if an Administrator chose to cancel the request, there was a pop-up that indicated an email would be sent out to the evaluator to let them know
Updated on: May 24th, 2023Release Notes
Updated Disability Statement/Question on Standard EEO Form (2023): The Department of Labor has updated the question text and answer options related to disability. The default EEO form in Faculty Search has been updated to reflect these changes. For Faculty Search and Dossier users viewing a standard EEO form, existing form submission questions/answ
Updated on: June 21st, 2023Announcements
In the coming weeks, we are rolling out a change to how the Interfolio logo appears in our product and in emails. We have integrated the Elsevier logo with our Interfolio logo to reflect our updated brand as Interfolio by Elsevier, a change that adds the trusted experience and support of a global leader of information analytics and academic publishi
Updated on: August 3rd, 2023Release Notes
Discover the newest features of this release, featuring an optimization of the case creation process. Case Creation Improvements What's changing? When an Institutional Administrator in Review, Promotion & Tenure clicks to create a case, they will see 3 creation steps for the cases they are creating: Select Candidate Select Template view Rev
Updated on: August 16th, 2023Release Notes
Vita Builder Bulk Exports Vitas generated using a New Vita Builder template can now be exported individually or in bulk. For more information, see our article on exporting Standard Vita Reports. Background Administrators often solicit data input from faculty using Initiated Activity Input periods. These processes often require using a feature of our
Updated on: August 22nd, 2023Release Notes
This article summarizes important changes and new features in Interfolio's Review, Promotion & Tenure. Added: RPT cases are tied to Events created in Lifecycle Management: When an RPT case that was created from an LM event is closed in RPT, the final case status will be sent back to the corresponding event in LM. The event end date will be the
Updated on: September 6th, 2023Release Notes
Added: RPT cases can now be created from LM Events: Institutional Administrators of Interfolio's Review, Promotion, & Tenure, AND Lifecycle Management can now create RPT cases from Events in Lifecycle Management. When the admin opens Faculty Profiles from LM that match the criteria to create a case, and then clicks on “Initiate Cases,” they are
Updated on: September 6th, 2023Announcements
The upcoming academic workflow levels improvement in Interfolio Review, Promotion & Tenure will give your institution a new, much easier way to manage administrative access to cases for many users at once. Academic levels will allow you to manage who can administer cases, at individual case review steps, based on unit hierarchy instead of by use
Updated on: September 1st, 2022Announcements
What is the “zero-day” software security vulnerability associated with Log4J? You may have heard about the recently disclosed “zero-day” security vulnerability in Apache's very popular Java logging framework Log4J. Zero-day vulnerabilities are security vulnerabilities that are known to be actively exploited in the wild before the vulnerability has b
Updated on: April 22nd, 2022Announcements
We are pleased to release Private Positions in Interfolio Faculty Search. This feature will enable you to set up an open position and accept applications for it, but not display it in your public-facing list of positions. When creating a position, users are now asked to indicate the Advertising Setting for the position, to set if the position will b
Updated on: April 22nd, 2022Announcements
Building a diverse faculty but not sure how it’s going? Knowing whether you’re on track to meet your institution’s EEO and diversity goals is easier than ever with Interfolio’s new diversity reporting options. The upcoming Advanced EEO/Diversity Reporting feature in Interfolio’s Faculty Search module will allow users at your institution with EEO per
Updated on: January 12th, 2023Announcements
Interfolio is upgrading its SFTP service and will be sunsetting the older service on January 16, 2023. If your institution populates the Faculty Activity Reporting (FAR, Faculty180) or Review, Promotion & Tenure (RPT) modules with base, profile, or activity data via autoload or in collaboration with the Technical Services Team, then you may be r
Updated on: November 21st, 2022Announcements
FAR can now capture rich text and select special characters natively in the titles and descriptions of Scholarly Contributions and Creative Productions (SCCP) activity records. Why did we make this improvement? Until recently the FAR module did not directly support rich text or special characters in the titles or descriptions of SCCP activity rec
Updated on: November 28th, 2022Announcements
The upcoming “View Only” role in Interfolio Lifecycle Management (LM) will allow Institutional Administrators (IA) to give view-only permissions to users at the unit level. This will create greater transparency while allowing for editorial oversight. About the View Only User Role by Unit What is changing? Currently in Lifecycle Management (LM), al
Updated on: December 16th, 2022Setup
Administrators are able to create and edit drafts of vita templates. When a vita template is ready, it can be published and made available for faculty to use. This article explains how the draft and publish feature works. After creating a template, users can either publish it or save it as a draft and publish it later. Drafted templates are only
Updated on: July 17th, 2023Announcements
In the coming weeks, we are rolling out a change to how the Interfolio logo appears in our product and in emails. We have integrated the Elsevier logo with our Interfolio logo to reflect our updated brand as Interfolio by Elsevier, a change that adds the trusted experience and support of a global leader of information analytics and academic publishi
Updated on: August 3rd, 2023