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Review, Promotion & Tenure Automated Emails

 

Email Reason Email Notification Recipient “From” email address Custom-izeable?

Addition to RPT Module

Existing RPT User is added in bulk and the optional welcome message is selected
RPT User who is added to a product when they already have an account noreply@interfolio.com Yes
New RPT User added by Institution to their product
New RPT User who is added to a product noreply@interfolio.com Yes
Existing RPT User is added to a new Institution and the Institution decides to send a Welcome message
Existing RPT User added to new Institution interfolio-support@elsevier.com No
New SSO User of RPT added to Institution and provided Dossier account
New SSO RPT User added to Institution by API and provided with Dossier account noreply@interfolio.com Yes
New SSO User added to Institution's RPT module

 

New SSO RPT User added to Institution noreply@interfolio.com No

Account Creation

Existing FS or RPT User is added in bulk and the optional welcome message is selected

These users receive Dossier Institution accounts.

 
  FS/RPT User who is added to a product when they already have an account   No

External Evaluation Request

External Evaluator Receives evaluation request
External Evaluator noreply@interfolio.com Yes
External Evaluator accepts the evaluation request   RPT User (External Evaluator Requestor) noreply@interfolio.com No
External Evaluation request is due in 7 days/24 hours   External Evaluator noreply@interfolio.com No
External Evaluator declined to write the evaluation
RPT User (External Evaluator Requestor) noreply@interfolio.com Yes
Requested external evaluation has been uploaded
RPT User that requested the External Evaluation noreply@interfolio.com No
External evaluation request email bounced
RPT User that requested the External Evaluation interfolio-support@elsevier.com No

Candidate

A case is available
RPT Candidate interfolio-support@elsevier.com Yes
This is sent to an RPT Candidate, after account creation, when they are notified of their case
RPT Candidate interfolio-support@elsevier.com Yes
Reminder that the deadline for the packet is in 7 days
RPT Candidate noreply@interfolio.com No

Deadline for packet is in 24 hours

After the deadline passes the packet will be locked, any uploaded packet materials will be submitted, and the case will be moved to the next review step.

 
RPT Candidate noreply@interfolio.com No

Case Creation

Bulk upload of cases has been created
RPT Case Creator noreply@interfolio.com No

Workflow

A new case has been submitted
RPT Committee Member(s) on first case review step noreply@interfolio.com No
A new case has been submitted automatically as a result of a hard deadline passing.

When Unit Administrators edit deadline settings from the Administration section of RPT, they can set up an automatic submission notification that will alert users with either or both of the roles of Unit Administrator or Case Manager after the deadline has passed.

 
RPT Committee Member(s) on first case review step noreply@interfolio.com No
A case has moved to your step for review

Once a case has been advanced to the first step in the workflow, a Unit Administrator, Case Manager, or Committee Manager can move the case forward or backward to another review step. After the first case review step, the user moving the case would select if an email notification is sent out.

 
RPT Committee Member noreply@interfolio.com Yes
A Case is available

These templates are sent when there are requirements at the case review step that must be completed before the case can be moved.

 

When a case is moved, the first step committee is always notified of the case. However, for any case review step thereafter, it is up to the committee moving the case forward to select whether a message will be sent to the reviewers gaining access.

 
RPT Administrator noreply@interfolio.com Yes

Sharing

Files have been shared from a case

If sharing with the candidate, external evaluations cannot be included, even if moved to a different section of the case.

 
RPT Candidate or Committee Members indicated by user sharing file noreply@interfolio.com Yes
Response to a shared file

 

All Committee Member(s) of the first committee listed on whatever step the case is at when the response is sent noreply@interfolio.com No

Download

Sent to users requesting to download case materials in PDF format
RPT user that has access to case (if enabled) interfolio-support@elsevier.com No
Sent to users requesting to download case materials in ZIP format
RPT user that has access to case (if enabled) interfolio-support@elsevier.com No
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