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Best Practice - Spring Cleaning Series: Tidy up your instance (RPT)

March has arrived and Spring is just around the corner!  Perfect opportunity to dive into your Review, Promotion & Tenure instance to do some Spring cleaning of your own! Come join members of the Interfolio team as they walk you through the steps to wipe off the dust on some of the those common areas in RPT that could use a deep clean!   We will take a look at: 

  • Making sure cases are closed out
  • Checking on old cases - closed and status applied
  • How to create reports to check workflow steps
  •  How to use the Activity Logs to make sure decisions were shared with candidates 
  • Committee Updates 
  • Cases and statuses
 
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