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Release 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: May 8th, 2024Release 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: May 8th, 2024Release 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: May 8th, 2024Release 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: September 5th, 2024Release 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, 2023Release Notes
Unit Administrator Page Visibility Update: Unit Administrators in Faculty Search or Review, Promotion & Tenure, with NO permissions to add or edit units ( setting is restricted to IAs only), will not see add or edit unit options on the Users & Groups > Units page, and cannot make changes to units on this page. When an institution’s Unit
Updated on: October 3rd, 2023Release Notes
Unit Administrator Page Visibility Update: Unit Administrators in Faculty Search or Review, Promotion & Tenure, with NO permissions to add or edit units ( setting is restricted to IAs only), will not see add or edit unit options on the Users & Groups > Units page, and cannot make changes to units on this page. When an institution’s Unit
Updated on: October 3rd, 2023Release Notes
Reverse Chronological Sorting for single-term activity sections (Fixed): When a faculty member generates a vita, activities with only a start term are displayed in reverse chronological order based on that term value. This applies to single-term activity sections. Activities with a start and end term will be sorted on the vita in reverse chronologic
Updated on: October 26th, 2023Release Notes
Added Secondary and Tertiary sort options to Vita Builder: By default, activities that are output on vitas generated from New Vita Builder are sorted in reverse chronological order by the date/time in which they were entered into F180 as described in this article. Now, users have available secondary and sometimes tertiary sorting, or can switch bet
Updated on: October 26th, 2023Announcements
Token Now Required for WoS Integration We recently released a change to FAR's Web of Science (WoS) integration to ensure that it still works after Clarivate (makers of WoS) deprecated their SOAP (Simple Object Access Protocol) endpoints. Faculty Activity Reporting now relies on WoS's REST endpoints, which require a token from clients. If you did n
Updated on: November 7th, 2023Release Notes
(Fixed) Users can close RPT cases as expected Fixed issue preventing administrative users from closing cases. Before this fix, in some cases the event status did not change after closing a case via RPT. Lifecycle Management/ Review, Promotion & Tenure Institutional Administrators can now close a case created via LM-RPT integration, and the close
Updated on: November 9th, 2023Release Notes
Fixed issue preventing Administrative users from closing cases. Before this fix, in some cases the event status did not change after closing a case via RPT. Lifecycle Management/ Review, Promotion & Tenure Institutional Administrators can now close a case created via LM-RPT integration, and the close date will be set as the corresponding Event E
Updated on: November 9th, 2023Release Notes
Updated Client Community Saved Views: Made updates to Client Community to improve client view of their open cases and product ideas. The following improvements have been made to Client Community: “Lifecycle Feature Requests” has been removed. “My Institution’s Closed Tickets” - This list view now shows all closed tickets at your institution. “My I
Updated on: November 27th, 2023Release Notes
RPT: (FIXED) Edit Case option missing HREF attribute: When viewing a case in RPT there is a “Case Options” dropdown in the upper right area of the screen. The first option, “Edit Case” was missing an HREF attribute. Now, when an RPT user navigates to the Case Options dropdown in a case in RPT, they are able to select the Edit Case option from the d
Updated on: December 8th, 2023Release Notes
RPT: UI- Skip to Main Content (Fixed): The button labeled “Skip to main content” button was not working as expected to skip the left-side main navigation. We have added a site map with links to all the major areas and functionsm including an element that links to main content areas/pages.
Updated on: December 19th, 2023Release Notes
(Added) Allow appointments to be created that do not have any remaining events within their rank: We now allow faculty loads to be accepted even if the faculty member has no remaining events left. Before this change LM users were unable to load a faculty member into the module by file load or through the UI if there were no remaining events left in
Updated on: January 3rd, 2024Release Notes
(Added) LM API: Created endpoint to validate data before starting upcoming events in bulk: We will present pre-validation when a user with appropriate permissions selects profiles to start events in bulk, notifying the user of what is going to happen. This will present a message with the number of profiles that will be able to start the event on th
Updated on: January 3rd, 2024Release Notes
(Fixed) RPT: Issue with screen reader not announcing when a column is sorted by "Sorted Ascending" or “Sorted Descending”: When a user is using our accessibility screen reader to navigate the Case Review Steps > Manage recusals window and sorts column headers, the screen reader now announces when a column is being sorted either by "Sorted Ascend
Updated on: January 3rd, 2024Release Notes
(Added): Start Event for Faculty in Bulk: LM Unit Managers and Administrators can now start the an upcoming event for more or more faculty members by selecting names on the Faculty List. To reduce the effort needed in entering and managing data in Lifecycle Management, we are developing features to allow users to manage events in bulk so they can m
Updated on: January 17th, 2024Release Notes
Discover the latest features and improvements in the RPT software with the release notes for version 2024.03.0. Fixed RPT (Fixed): Committee form date not not saving the correct date: Fixed issue happening when committee members would respond to committee forms; saving would not show the correct date entered. Committee members were unable to u
Updated on: March 5th, 2024Release Notes
Discover the latest features and improvements in Lifecycle Management with the release notes for version 2024.03.05. (Added) Set Faculty Start Date Before Hired A user who is creating/editing a faculty appointment via API can now set the appointment start date before the Hire Date noted on the faculty profile. A user who is creating/editing a fac
Updated on: March 5th, 2024Release Notes
Fixed: Improved performance of Profile List search: Searching the Profile List now works as expected. Lifecycle Management Administrators will see faster results when loading the faculty Profile List and entering a search term.
Updated on: March 21st, 2024Release Notes
(LM API Improvement) Show Unique Appointment ID in Export Profile List as CSV: Overview: As a step toward allowing users to update appointment information (including required fields), we now allow LM users (Admins, Viewers, and Managers) to view a previously hidden appointment ID. When the user opens the Faculty List Page, Filters the list, selects
Updated on: May 8th, 2024Release Notes
(Fixed) Slow/Freezing Profile Page (Refactored timeline): Fixed issue causing clients to experience timeouts/load issues when trying to edit an event for a profile. An LM user with access to Faculty Profiles will no longer receive a timeout when editing events, should see a response time of at least 2 seconds, and should be able to navigate through
Updated on: April 18th, 2024Release Notes
(Improved) Increase character limit to 300 characters: We increased the number of characters on the salary field from 100 characters to 300 characters. To align with new pay transparency laws across the country, institutions have to list relevant information in the pay range when they are doing an open rank search. For example: Assistant Professor
Updated on: April 30th, 2024Release Notes
Added: Preview Output of Vita Builder When Entering Initiated Activity Inputs: Users of new Vita Builder templates are now able to preview their data inputs. We have added vitas generated from templates created from Vita Builder to the list of options for preview in Initiated Activity Input. Administrators can now select a new Vita Builder templat
Updated on: August 8th, 2024Release Notes
Improved Professional Journey Visualization: We recently resolved slowness on the Profile Page of Lifecycle Management when editing events. This provided the opportunity to update the look of events and the journey in alignment with our new design of Lifecycle Management.
Updated on: May 8th, 2024Release Notes
Added: Confirmation modal for Bulk Activation of Profiles: Administrators and Unit Managers in Lifecycle Management can activate profiles in bulk. Users will see the ability to activate profiles following the selection of at least one faculty profile. A window shows the status of each Faculty Profile to let the user know if any of the selected Prof
Updated on: May 21st, 2024Release Notes
Added: Updated timestamp on the CSV generated of the case Activity Log: Timestamps now show Eastern Time or ET (depending on the space available) when downloading the activity log CSV for a case in RPT. This improvement allows users to easily understand exactly when actions in the activity log took place. We use the following guidelines for date for
Updated on: May 21st, 2024Release Notes
(Update) Timestamp on Applications Report Export: Fixed issue with timestamps on CSV download of the Applications Report in Faculty Search. The CSV of download of the Applications Report now shows timestamps using these date and time formats: MM/DD/YYY HH:MM AM/PM Eastern Time e.g. 4/29/2024 12:00 PM Eastern Time (Update) Timestamp on Positions R
Updated on: June 4th, 2024Release Notes
(Update) Timestamp on Exported CSV of Case Information Report: The CSV of the Case Information Report now shows timestamps using the correct date and time formats so the user can easily understand exactly when the case opened/closed. In the RPT Reports page, when a user selects a unit and generates a Case Information Report, the timestamps on the C
Updated on: June 5th, 2024Release Notes
(Fixed) Removed Time from Position Start Date in Reports: Fixed issue with timestamp on the Faculty Search Position Start Date incorrectly displaying both date and time. The timestamp now displays only the date because the time is not set by the user and can cause confusion. When an Admin in Faculty Search view the Applications Report and selects Po
Updated on: June 20th, 2024Release Notes
(Updated) Timestamps on Case Information Report: The CSV of the Case Information Report now shows timestamps using the correct date and time formats so the user can easily understand exactly when the case opened/closed. In the RPT Reports page, when a user selects a unit and generates a Case Information Report, the timestamps on the CSV download no
Updated on: June 20th, 2024Release Notes
(Added) Confirmation Window for Bulk Deactivate Profiles: Lifecycle Management Administrators and Unit Managers now have the ability to bulk deactivate profiles. Following the selection of at least one faculty profile, the user will see the ability to deactivate profiles. A window shows the status of each Faculty Profile let the user know if any of
Updated on: June 20th, 2024Release Notes
(Added) Tooltip for date columns in Faculty Search reports: Added a tooltip to date columns in the updated reports for Faculty Search (tooltip also appears in Review, Promotion & Tenure). When viewing the Faculty Search Applications Report, Positions Report, Position Activity Report Log, and RPT Case Activity Log, columns on the report that use
Updated on: July 8th, 2024Release Notes
(Added) Tooltip for date columns in RPT reports: Added a tooltip to date columns in the updated reports for Review, Promotion & Tenure (also appears in Faculty Search). When viewing the RPT Case Activity Log, Committee Form Report (Last Date Submitted), and Case Information Report, columns on the report that use the MM/DD/YYYY date format now d
Updated on: July 3rd, 2024Release Notes
Vita Builder: Clients can show/hide columns in tabular view for custom sections: When faculty members are editing a tabular section and Settings: Table Columns are set to show, they now see the exact columns rendered within the associated vita of the template. Important Notes: Scholarly Citations Display: We do not recommend using the tabular disp
Updated on: August 7th, 2024Release Notes
(Added) Update Appointment Data via Data Loader: We have added a new workflow for appointment management through the data loader, enabling users to either create new appointment records or update existing records. LM Admins can now update a faculty’s appointment information via the data loader. If users try to update appointment information using an
Updated on: August 21st, 2024Release Notes
(Added) Vita Builder: Export to Word: The Export to Word feature is now available in our latest release, enabling seamless data export to Word documents. Users can now export the vitas they create to Microsoft Word. A faculty member generating a vita, can export that vita to Word so they can take advantage of the more flexible Save options and sty
Updated on: September 5th, 2024Release Notes
Lifecycle Management: (Fixed) Formatting issue with option to Send Welcome Message Fixed issue with the Send Welcome Message page, with spacing after an email address causing an error to occur. When an LM Administrator was sending a welcome message from Administration > Users > Select a User > Send Welcome Message, and entered a valid email
Updated on: September 5th, 2024Release Notes
(Fixed) RPT: Existing Ad Hoc Committee members are not being added to step after replacing committee Resolved an issue causing committee members not to transfer over when a committee is replaced by an ad hoc committee. A Unit Administrator reported that she replaced a committee with an ad hoc committee but the members did not transfer over. The inst
Updated on: September 4th, 2024Release Notes
Users can now make activity classifications when accepting recommendations in IDS We've improved the experience of reviewing and accepting recommendations in IDS to allow Faculty Administrators to accept a more complete set of data, including activity classification information. Activity classifications are questions asked by an institution on an
Updated on: October 24th, 2024Release Notes
Fixed: Unit search bar now works correctly for title assignment area: The unit finder/picker in the title assignment section of Users & Groups is now working as intended. If the name of a Unit is typed, the message of "No Institutions Found" no longer appears. Users editing title and role assignments in Users & Groups, can search for and se
Updated on: October 24th, 2024Release Notes
Scopus for all IDS clients Recently, we added Scopus as a data source for all IDS clients. With this upgrade, wherever we're using IDs (e.g., Scopus Author ID or ORCiD) to search for faculty publications, we are now able to extend the searches to recommend publications from current and previous institutions where the faculty member has a single Scop
Updated on: November 14th, 2024Release Notes
Fixed: Issue preventing some Canadian users from entering Province information when completing profile. “Province” can now be selected and saved by Dossier users in Canada when completing their profile in account settings and billing information. We also fixed an issue with the system erroneously requiring Canadian users to enter a ‘State’ when add
Updated on: November 8th, 2024Release Notes
Fixed: Timeout when downloading large data sets: The system will no longer time out when clients request the download of large data sets. Instead, the system will attempt to process the data. If the dataset is larger than our threshold, the CSV will download and will contain a message that says “Please adjust your filters to reduce the number of re
Updated on: November 8th, 2024Release Notes
Fixed: Removed EEO Statement Section for Institutions/Units Without a Statement: Fixed an issue with the application landing page displaying an EEO statement section even when there was no statement provided, and showing the message: "There is no Equal Employment Opportunity Statement available for [Unit]." We removed the EEO statement section enti
Updated on: November 20th, 2024Release Notes
Fixed: “undefined method…" error when attempting to add a Question to an existing Committee Form: When adding a question, users were receiving a Question added confirmation in the bottom right hand corner, but the question was not added and the error message “undefined method `each' for "Other":String” appeared. Now, a Unit or Institutional Administ
Updated on: November 20th, 2024Announcements
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: February 16th, 2024Announcements
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 can create and edit drafts of vita templates, which can be published for faculty use when ready. Draft templates are unavailable to faculty until published. This article explains the draft and publish feature. For a complete explanation of the new process of drafting, saving, and publishing templates see our article on how to Create
Updated on: October 31st, 2024Announcements
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, 2023Announcements
Clarivate announced that they are deprecating the Web of Science (WoS) SOAP APIs and moving to REST APIs. The Faculty Activity Reporting (FAR, Faculty180) integration with WoS will now point toward the new REST APIs so that searches and imports from WoS can continue in FAR with no interruption. Due to the recent changes from Clarivate (below), o
Updated on: November 7th, 2023Announcements
Token Now Required for WoS Integration We recently released a change to FAR's Web of Science (WoS) integration to ensure that it still works after Clarivate (makers of WoS) deprecated their SOAP (Simple Object Access Protocol) endpoints. Faculty Activity Reporting now relies on WoS's REST endpoints, which require a token from clients. If you did n
Updated on: November 7th, 2023Announcements
(Fixed): Confusing language on Case Creation error message: Clarified language for modernized case creation error when creating a new case or cases. If any selected candidates do NOT have an account in FAR, but the template being used for the case calls for a Faculty180 vita, the administrator will see the following error message: “We are unable t
Updated on: November 27th, 2023Release Notes
Updated Client Community Saved Views: Made updates to Client Community to improve client view of their open cases and product ideas. The following improvements have been made to Client Community: “Lifecycle Feature Requests” has been removed. “My Institution’s Closed Tickets” - This list view now shows all closed tickets at your institution. “My I
Updated on: November 27th, 2023