Platform Unit Management must be enabled by Interfolio. Contact your Customer Success Manager (CSM) to request activation.

Open Interfolio and select Units from the left-side navigation. The Units page opens to your institution's unit hierarchy.

The Units page lists units in a hierarchy. Parent units can be expanded or collapsed to show or hide their child units. The Units table includes Unit Name, Level, Unit ID, and Modules. You can use Expand All Units or Collapse All Units to open or close the hierarchy at once.

Use Search units to find units by text. Search results keep the hierarchy context so you can see where matching units sit in the structure.

Use Filter to narrow the table. Available filters may include Academic Level, Date Created, and Last Updated. 

Selected filters appear as chips above the table. Remove an individual chip to remove one filter.

To remove all filters, select Clear Filters when it appears above the table, or open the Filter window and select Reset Filters.

Add a Single Unit

Use Manually Add a Unit when you need to create one unit.

1. Select Add Unit.
2. Select Manually Add a Unit.
3. Enter the unit details:
   • Unit Name: the display name users see in Interfolio.
   • Internal Name: a unique abbreviation or commonly used internal name.
   • Unit ID: an optional unique identifier, often from an internal system.
   • Parent Unit: the unit this unit should display under.
4. Select Save & Add Unit. The new unit is added under the selected parent unit.

Upload Multiple Units

Use Upload Multiple Units when you need to add several new units at once. The unit upload creates new units only. It does not modify existing units. If the upload file includes an Internal Name that already exists, that row is skipped during processing.

1. Select Add Unit.
2. Select Upload Multiple Units.
3. Select Download Template File to download a CSV template.
4. Complete the template.
5. Upload the completed file as a CSV or Excel file.
6. Review the preview.
7. Select Continue & Process.

The upload file should include one row per unit.

• Required columns: Unit Name, Internal Name, Parent Unit Internal Name
• Optional columns: Unit ID
• Formatting guidance:
  • Unit Name is the display name shown in the product, such as "School of Chemistry".
  • Internal Name is a short, unique identifier with no spaces, such as "CHEM_SCH".
  • Unit ID may come from an internal system or integration.
  • Parent Unit Internal Name should match the Internal Name of the unit's parent.

After processing, use the ‘Past Uploads’ tab to review previous uploads, including upload date, status, successful items, error items, and the uploaded file.

View Unit Information

Select a unit name to open the unit overview page. The Unit Information tab shows the Academic Level, Internal Name, Unit ID, Parent Unit, Children Unit and count by academic level, Date Created, Date Last Updated, and Active Modules.

Select View Unit Hierarchy under the children units to open a hierarchy view showing the unit's parent and child relationships.

Review Module Data for a Unit

The The Module Data tab shows module-specific records associated with a unit. This helps administrators understand how a unit is being used before editing or deleting it. Depending on the modules your institution uses, this may include:

• Faculty Activity Reporting data, such as courses, forms, committees, custom sections, activity input requests, grants in progress, or scholarly activities in progress
• Faculty Search positions
• Lifecycle Management events
• Review, Promotion & Tenure cases and committees

If the unit has children, use Include data from child unit(s) toggle to include child-unit data in the counts.

Select Units for Bulk Actions

Use the checkboxes in the unit table to select units. When Auto-select child units is enabled, selecting a parent unit also selects child units that are included in the current table results. This is useful when downloading a group of units. Some actions (e.g. Edit, Delete) require a single selected unit. If more than one unit is selected, those actions are unavailable until only one unit is selected.

Edit a Unit

Use Edit to update a unit's name, internal name, unit ID, or parent unit.

1. Select the checkbox for the unit you want to edit.
2. Select Edit in the action bar.
3. Update the fields.
4. Select Save Unit.

If changing the parent unit would change the depth of the unit and its children, the system asks you to confirm the change before saving.

Delete a Unit

Use Delete Unit only when a unit should be removed from the hierarchy.

1. Select the checkbox for the unit.
2. Select Delete in the action bar.
3. Review the system check.
4. If the unit can be deleted, confirm that you understand the deletion cannot be undone.
5. In the dialog, select Delete.

You can download unit data from the Units page.

1. Select Download Units and choose whether to:
   • Download all units,
   • Download only the selected units if you have selected rows
   • Download current filtered units if a search or filter is applied
2. Choose CSV or Excel File (.xlsx).
3. Select Download once selections are made.

Academic levels describe each depth of your unit hierarchy, such as school, department, or program. These labels are used throughout Interfolio for rights and permissions. 

If your institution has access to Academic Levels management, you can:

• View existing academic levels
• Rename a level
• Add the next level in the hierarchy, up to the supported maximum depth
• Review which units currently use a level before changing it

Manage Academic Levels window	Edit Level Name window

The Units Activity Log records changes made in Platform Units. 

1. From the Units page or a unit overview page, select Activity Log.
   
2. Review the activity table.
3. Select View Details to see more information about an activity.

The activity table includes:

• Date & Time
• User
• Activity Type
• Description of Activity
• Actions

You can search, filter, and download activity records. Available filters include units, users, date range, and activity type. Downloads are available as CSV or Excel files.