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Review, Promotion & Tenure Automated Emails
Email Reason Email Notification Recipient “From” email address Custom-izeable?

Addition to RPT Module

RPT user added individually (optional welcome message selected)
PM Demo University has invited you with Sign In link.
RPT User added noreply@interfolio.com Yes
RPT user added in bulk (optional welcome message not selected)
RPT User added interfolio-support@elsevier.com No
RPT User added to Institution with SSO (optional welcome message selected)

 

New SSO RPT User added to Institution noreply@interfolio.com No
RPT User added to with SSO and provided Dossier account (optional welcome message selected)
RPT User added with SSO noreply@interfolio.com Yes

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 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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