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View the Activity Log of a Case

Interfolio Review, Promotion, & Tenure (RPT) keeps a record of all actions taken on a case including changes in the status of the case, when a case is moved to a different review step, when documents are shared, when messages are sent, when the membership of the committee is changed, when external evaluations are requested, and more. Unit Administrators and Case Managers can view this information in the chronological Activity Log of all activity on an RPT case. The Activity Log is accessed from the Case page. This article explains how to access the log and provides a complete list of the types of activities and events that will appear in the Activity Log of an RPT case.

 

The activity log now tracks who locks/unlocks a section and when it is locked/unlocked.

 

View Activity Log

Navigation: Cases > Name > Case Options > View Activity Log

  1. Click Cases under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure section with Cases highlighted
  2. Click the Name of the desired case to edit.
  3. Select View Activity Log from the Case Options dropdown menu.
    Case Options dropdown with View Activity Log selected
    • This will show a chronological display of all activity on the case. 
  4. Click View Details to view the content of communications sent for some activities.
 
 

Activities/events recorded in the RPT Activity Log

The log records all activity including when a case is moved to a different review step, when documents are shared, when messages are sent, when the status of the case changes, when the membership of the committee is changed, when external evaluations are requested and more. Check out the list below for details on messages that will appear in the log.

 
Activity/Event Description Actions
 

Committee Recusal

 

Records date/time when committee member is recused from a committee. Includes name and email of recuser, name and email of recused, and name of committee the user is recused from.  
Committee (Un-)Recusal Records date/time when committee member is un-recused from a committee. Includes name and email of un-recuser, name and email of un-recused, and name of committee user is no longer recused from.  
Applicant Initial Submission Records date/time, when applicant makes initial submission of packet. View Content displays email sent to committee members notifying them of case submission.
 
Administrator Recusal Records date/time when a Unit Administrator or Case Manager is recused from a workflow step. Includes name and email of recuser, name and email of recused Unit Administrator or Case Manager, and name of workflow step administrator is recused from.  
Administrator (Un-)Recusal Records date/time when Unit Administrator or Case Manager is un-recused from a workflow step. Includes name and email of un-recuser, name and email of un-recused, and name of workflow step Unit Administrator or Case Manager is no longer recused from.  
Committee Form Response Submission Records date/time when committee member submits response to a committee form. Includes name and email of committee member and name of submitted form.  
Comment Creation Records date/time of comment, name and email of commenter, case step of comment. Text of comment is included in event entry.
 
External Evaluation Request Records date/time of request, name of and email of requester, and name of external evaluator who gets the request.  View Content displays email sent to evaluator.
 
External Evaluation Submission Records date/time when confidential evaluation is uploaded, name and email of evaluator, and the title of the evaluation uploaded.  
Lock/Unlock sections Records who locks/unlocks a section and when it is locked/unlocked  
Vita Generated Records date/time when vita is generated for a case. Notice includes name and email of user who generated the vita and the title of the generated vita. View Details opens the document viewer and displays the vita in the candidate packet.
 
Vita Changed Records date/time when vita is changed for a case. Notice includes name and email of user who changed the vita and the title of the previous vita and the vita it was changed to. View Details opens the document viewer and displays the vita in the candidate packet.
 
Vita Removed Records date/time when vita is removed from a case. Notice includes name and email of user who removed the vita and the title of the removed vita. View Details opens the document viewer and displays the candidate packet.
 
Vita Replaced Records date/time when vita is replaced for a case. Notice includes name and email of user who replaced the vita and the title of the replaced vita. View Details opens the document viewer and displays the candidate packet.
 
Vita Regenerated Records date/time when vita is regenerated. Notification displays name and email of user who regenerated vita and title of vita regenerated. View Detail opens vita in candidate packet.
 
Confidential Evaluation Uploaded Records date/time evaluation was uploaded, and the title of the uploaded document.  
Committee Form Submission Level Changed Records date/time when user types who can submit a form is changed. This notification displays the name and email of the person who changed the setting, the name of the form, and indicates what the setting was before the change, and who can submit the form after the change. For example, from Only Committee Manager(s) to All Committee Members.  
Committee Form Visibility Changed Records date/time when visibility of committee form is changed. Includes the name of the form, the name and email of the user changing visibility, and indicates visibility permission the form was changed from and to (for example: Administrators & Committee Managers to Administrators Only).  
Committee Form Requirement Added Records date/time when committee form requirement is added. Includes name and email of user who added form, name of form added, and user group for whom form is required (Committee Managers/Members for example), FSSU Support (fssu_support@interfolio.com) added the form Annual Review Evaluation as a requirement for the Committee Managers in committee FSSU P&T Committee at Step 3 of 4: FSSU P&T.  
Committee Form Requirement Moved Records date/time when form requirement is moved from one internal section to another. Event description indicates form title, section the form was moved from, and the section the form was moved to. For example, from the section Packet Attachments to External Evaluations.  
Committee Form Requirement Changed (omitted/enforced) Records date/time when committee form requirement is omitted or enforced for a respondent. Notification includes name and email of the user who changed the form, name of respondent for whom the form was changed, and how the requirement was changed for the respondent, either to omitted or enforced.  
Status Change Records date/time when status of case is changed. Includes name and email of user who changed status and indicates former status (changed from...) and new status (changed to...).  
Share Response, Committee Records date/time when committee member responds to shared case attachment. Includes name and email of responding member, and the title of the file the user uploaded as a response.  
Share Response, Candidate Records date/time when candidate responds to shared case attachment. Includes name and email of candidate, and the title of the file uploaded as a response.  
Share Response, Other User Records date/time when user responds to shared case attachment. Includes name of responding user and the title of the file uploaded as a response.  
Temporary Committee Member, Added Records date/time and when temporary committee member is added, name of committee, and name and email of temporary committee member added.  
Temporary Committee Member, Removed Records date/time and when temporary committee member is removed, name of committee, and name and email of temporary committee member removed.  
Committee Assignment to Step Records date/time when committee is added to a workflow step. Includes name of committee and the name of the step where committee was added.  
Committee Removed from Step Records date/time when committee is removed from a workflow step. Includes name of committee and the name of the step committee was removed from.  
Workflow Step Movement (forward or backward) Records date/time when case is moved back or forward in workflow. Notice indicates name and email of person moving the step, and the name of the step the case was moved from, and the name of the step the case was moved to. If Interfolio automatically moved the case, this is noted in the event description.  
Message to Candidate Records date/time when message was sent. Notification includes name and email of user sending message, list of attachments, and name of candidate. View Content displays email message sent to candidate.
 
Candidate Notification Records date/time when candidate is notified of case. Includes name and email of user who notified candidate of their review. View Content displays email message sent to candidate inviting them to view the case. 
 
Message to Committee Records date/time when message was sent. Notification includes name and email of user sending message, list of attachments, and number of people emailed. View Content displays email message sent to committee members.
 
Candidate Material Submission Records date/time when candidate submits materials for review.  
Share, Created Records date/time when case files were shared, name and email of person who shared the files, and name of the user who received the share. View Content displays email notifying user of shared files.
 
Candidate Responds to Email Records date/time and name of candidate when candidate responds to an email concerning their case.