Initiate RPT Cases from Lifecycle Management Events
Institutional Administrators (IA) of Interfolio's Lifecycle Management (LM) and Review, Promotion & Tenure (RPT) can launch RPT cases from the LM interface. IAs of LM have access to this integration via the Faculty page of LM, and when editing individual faculty events. The connection between LM events and RPT cases is created by initiating cases from LM. This redirects the user into the case creation experience of RPT.
- Exception events can not be cases.
- Faculty profiles must exist as RPT users.
- The event must be an upcoming event.
**Do not start that event until you have created the case from LM for that event. If you start the event before you create the case from LM, you will not be able to create the case.**
Initiate RPT Cases from Lifecycle Management Events
- Navigate to the Faculty page and check the boxes next to the name(s) of the applicable faculty member(s). Then click the Initiate Cases button on the toolbar.
Clicking Initiate Cases opens the Create Cases page of RPT. The profiles will appear as the Selected Candidates in Step 1 of the RPT case creation process.
An upcoming event must be created for a faculty member before a case can be created. You will need to create an event for faculty before creating a case.
- Complete each step of the Create Cases to associate the LM event with the RPT case.
When an RPT case that was created from an LM event is closed in RPT, the final case status will be sent back to the corresponding event in LM. The event end date will be the close date of the RPT case.
FAQs
If a unit is changed in RPT, how is a faculty member's record updated? Is this automatic or does the Appointments file have to be reloaded?
When the unit hierarchy is updated, this will update the LM record automatically.