Manage Administrative Units
Administrative units in Interfolio Review, Promotion & Tenure (RPT) represent your institution’s real-world hierarchy. When you add or edit a unit, its Academic Level is automatically derived from the selected parent unit. This maintains a coherent hierarchy and supports Academic Level–based access rules for Unit Administrators and Case Managers. The ability to add or edit units is controlled by Institutional Administrators, who may grant Unit Administrators permission to manage units or reserve that ability for institution-level staff only.
RPT shares its unit hierarchy with Faculty Search (FS). When Lifecycle Management (LM) is enabled, it inherits this same structure. Institutions that use Faculty Activity Reporting (FAR) but not RPT/FS will see LM inherit the unit hierarchy from FAR. Because these modules depend on a shared structure, units cannot be deleted if they are linked to active data such as positions, cases, or faculty records.
Manage Administrative Units
When editing an existing unit, any changes to the unit’s name or parent unit are reflected across all associated cases (including both open and closed cases). The updated name appears anywhere the unit is displayed in RPT.
- Navigate to the Users & Groups page and select the Units tab.
- From here you can add a new unit by clicking the + Add Unit button or edit existing units using the Pencil (Edit) button next to the desired unit's name.
- The unit will now appear within the nested hierarchy. To view sub-units, click the arrow icon next to the parent unit name to expand the list. Repeat this process to build out the full institutional structure.
FAQ
Can I create as many administrative units as I need?
Yes. RPT is flexible enough to represent highly complex institutional structures. To ensure the best possible performance for all users, we recommend keeping your total number of units below 1,500. Very large hierarchies can affect search speed, reporting, and case routing performance.