Manage Administrative Units
Interfolio Review, Promotion & Tenure (RPT) allows Unit Administrators to mirror their institution’s hierarchy by creating and organizing administrative units. You can establish a parent unit and add lower-level units (e.g. colleges, schools, or departments) at any point in the hierarchy. For example, a university might be the highest organizational unit, and that unit would in turn contain as many lower units as necessary, such as colleges, schools, individual departments, divisions within departments, and more. Any structure is possible and can be easily created from within the program, although we recommend limiting your units to less than 1500 total to avoid system delays. This article explains how to add and manage these units effectively.
The ability to add or edit units in Interfolio RPT is managed by Institutional Administrators. They can enable this functionality for Unit Administrators or limit it so that only Institutional Administrators have access.
Interfolio RPT and Faculty Search (FS) share a synchronized unit hierarchy. Any updates made in one system are reflected in the other. This means that units cannot be deleted if they are connected to active data. For example, a unit within RPT cannot be deleted if there are associated positions created in FS. Likewise, a unit in FS cannot be deleted if there are RPT cases linked to it.
Add Administrative Unit
- Navigate to the Users & Groups page and select the Units tab.
- Click the Add Unit button to add an organizational unit, such as a college or department. You can also Edit existing units from this page.
When a unit is edited, all associated case information will be updated on both open and closed cases.
- The unit will now appear in the nested list. To view the unit, clicking the arrow icon to the left of the parent unit name may be necessary in order to view a nested unit.
- Repeat this process as many times as desired.
For best performance, avoid creating more than 1,500 units in Interfolio RPT. Exceeding this limit can lead to slower system response times.