Set Up FAQs and Announcements
Institutions can create a custom FAQ section for faculty and administrators within Interfolio. A set of common questions and answers is provided by default, but institutions can modify, add to, or delete these entries. Faculty and administrators can access the FAQs from the Dashboard while faculty members can ask questions through the ‘Announcements and Help’ option in the navigation menu. When a faculty member submits a question, all Level 1 University Software Administrators receive an email with a link to the question, which also appears in their ‘To Do’ section on the Dashboard. After a Level 1 University Software Administrator responds:
- The faculty member who submitted the question receives a notification that the question has been answered
- The question and answer are added to the FAQ section
- The links are removed from the other Level 1 University Administrators' dashboards.
Level 1 University Administrators do not receive notification that the question has been answered.
For changes to your Announcements & Help page, contact your post-implementation support (CSM, AM, or help@interfolio.com).
Institutions can request that the names of FAR users who submit questions in the FAQ section be hidden - please submit a request to Customer Success Manager (CSM).
Manage FAQ Access
- Navigate to the Setup page under Administration and click Organizational Structure under the School section.
- Click the Pencil (Edit) icon next to the applicable unit to navigate to the Edit Subunit page.
- On the Edit Subunit page, scroll down to the FAQ Configuration row under the Administrative Rights section and select the desired access (No Access Granted, Allow Access Only, Both).
- Scroll to the bottom and click Save when finished.
Respond to FAQs
- Click the task One or more users have submitted an FAQ under the My Tasks section on the homepage.
- Click Respond next to the desired Open FAQ Request under the Actions column. You also have the option to edit Existing FAQs and Responses or Delete FAQs from this page.
Note that if Delete is selected, the question will just be deleted from the Open FAQ Requests.
- After entering the answer in the field provided, click Save.
- The FAQ and response will then be made available under the Institution FAQ's section on the Announcements & Help page.
Setup Announcements
- Navigate to the Setup page under Administration and click Details under the School section.
- Scroll down to the Announcements section at the bottom of the page and type the desired announcement.
Insert Link/Adjust Link Settings
1. Select Link from the + button
2. From here you can attach the Url link, adjust the Text to display and Title, and select the Target for how the link will open (New window or None)
- Click Save when finished. The Announcement will then be made available under the Institutional Announcements section on the Announcements & Help page.