Check out our upcoming webinars and client office hours calendar here!

How Can We Help?

Search icon

Search Results

Interfolio Home "My Tasks" and Sorting Order

"My Tasks" on the home page are meant to highlight items that require attention or action from the user.

 

Default Sort Order 

  1. Items with a due date 
  2. Priority

There is no triple sort. After sorting by due date then priority, Engineering has confirmed that the sorting order is random.

 

Check out our Automated Email Notifications article for information about all of the automated emails sent out through each of our products.

 
Event Language Persona(e) Due Date Priority Item Removed

Faculty Search

FS approver rejects a position
  • Position Name
  • Unit Name | Position Type
  • + flag when position is rejected
     
  • FS Committee Managers that created a position

X

 1 Position is moved forward again in the approval process
FS position requires approval
  • Position Name
  • Unit Name | Position Type
  • + flag when position requires approval
  • FS Administrators assigned as approvers for a Position

X

 1 Position is rejected or moved forward in the approval process
FS position is assigned to me
  • Position Name
  • Unit Name | Position Type
  • FS Committee Managers
  • FS Evaluators

X

 2  
Requested document download is ready
  • Your Files Are Ready to Download
  • FS Users

X

 2  

Review, Promotion & Tenure

I have an outstanding request to submit a packet for an RPT review case
  • Candidate_Name
  • Template Name | Unit Name | Type 
  • RPT Candidates

✔

 1 When packet is submitted
A packet document from an RPT case has been shared with me 
  • Candidate_Name
  • Template Name | Unit Name | Type
  • + "Response Requested" flag (optional)
  • RPT Candidates

✔

 1  
An RPT case is assigned to me
  • Candidate_Name
  • Unit Name | Type | Template Title
  • RPT Administrators (if assigned)
  • RPT Committee Managers
  • RPT Evaluators

✔

 2 When the case is moved forward in the workflow
A packet document from an RPT case has been shared with me 
  • Candidate_Name
  • Unit Name | Type | Template
  • Title/Name | Step Due Date
  • + "Response Requested" flag (optional)
  • RPT users

✔

 2  
A requested document download is ready
  • Your Files Are Ready to Download
  • RPT Users

X

 2  

Faculty Activity Reporting

Complete an Evaluation
  • Complete Evaluation: NAME
  • Faculty180 | Evaluation Type
  • FAR Evaluators

✔

 1 Evaluation review step due date has passed
Activity Input Request
  • Name defined by institution
  • name defined by institution | Activity Input | YYYY-MM-DD HH:MM:SS - YYYY-MM-DD HH:MM:SS
  • FAR Faculty

✔

 1 Activity Input Period due date has passed
Custom faculty classification form request (FAR)
  • Complete "" Form
  • Faculty Classification Input
  • Due: Mar 17, 2018
  • FAR Faculty

✔

 2  
Review possible duplicate scholarly works from CCV/ORCID import (FAR)
  • Review Possible Duplicates from Activity Imports
  • Activity Input
  • FAR Faculty

X

 2  
Verify that I am a co-author for a work entered by another user (FAR)
  • You have been named by a faculty member within your institution as a contributor to an intellectual or creative contribution. Please verify.
  • Activity Input
  • FAR Faculty

X

 2 Activities are accepted or rejected
Assign activity classifications to an imported scholarly work (FAR)
  • Assign Activity Classifications for Imported Scholarly Works
  • Activity Input
  • FAR Faculty

X

 2 Activity Classifications are assigned and saved

For more information about the homepage, check out this article Overview of Interfolio's Homepage.

 

 

 

Was this article helpful?
Give feedback about this article