Help for Interfolio Review, Promotion & Tenure
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Help for Review, Promotion, and Tenure Candidates
- Free Training Webinar: Interfolio Review, Promotion & Tenure: Preparing Your Candidate Packet
- A Candidate's Guide to Interfolio Review, Promotion, and Tenure
- Best Practices for Naming Packet Materials
- Add Links to Webpages, and YouTube and Vimeo Videos to Your Packet
- Share Access to a Protected YouTube or Vimeo Video
- View and Respond to Files Shared with You by a Committee (Rebuttal)
- Using Guidelines In Dossier to Prepare for Future Reviews
- Re-use Materials From Previous Packets in Current or Upcoming Reviews
- For Candidates: Viewing and Editing a Faculty180 Vita as Part of Your Review, Promotion & Tenure Packet
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Managing Units, Users, and Administration Settings
- Add a New Administrative Unit
- Edit or Delete an Existing Administrative Unit
- Add New Users to Review, Promotion & Tenure
- Assign Users to Units & Add or Remove a User as an Administrator of a Unit
- Update a User's Basic Information
- Delete Users
- Download the list of RPT Users
- Adding and Managing Users with SSO in RPT
- Reset Branding to Interfolio Defaults
- Resend the Invitation Email to Interfolio's Review, Promotion & Tenure
- Create a List of Case Statuses for Your Institution
- Set Up Committee Voting at Your Institution
- User Roles in Interfolio Review, Promotion & Tenure
- Enable or Disable Comments and/or Downloads for an Institution
- Customize Interfolio to Match the Branding of Your Institution
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Creating and Managing Templates
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Creating and Managing Committees
- Create a New Standing Committee
- Make Permanent Changes to the Membership of a Standing Committee (Add or Remove Members)
- Change the Name of a Standing Committee
- Delete an Existing Standing Committee From the Program
- Edit Committee Details: Name, Membership, Instructions, Document Requirements, and Form Requirements
- Upload Documents to Satisfy the Committee Document Requirements for a Case Review Step
- Recuse (Temporarily Remove) a Member of a Standing Committee From a Case Review Step
- Record the Results of a Committee Vote
- Edit Case Review Step
- Edit the Membership of an Ad-hoc Committee
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Creating and Managing Cases
- Free Training Webinar: Interfolio Review, Promotion & Tenure: Case Management Pt. 1
- Free Training Webinar: Interfolio Review, Promotion & Tenure: Case Management Pt. 2
- Case Types: Use Interfolio for Promotions, Reviews, Appointments, Tenure Cases, and More
- Create a Case From Scratch
- Create a Case Based on a Template
- Recuse an Administrator From a Case Review Step
- Move a Case Forward or Backward
- Add or Remove Case Statuses
- Close (and reopen) or delete a Case
- Create a Custom Status for a Particular Case
- Delete/Remove a Committee from a Case Review Step
- Add Committees or Individuals to a Case Review Step
- Create Cases in Bulk for Multiple Candidates at Once
- Add an Individual Reviewer as a Step in the Workflow of a Case
- Internal Case Sections: Add Case Sections That Only Committee Members and Other Reviewers Can See
- Remove the External Evaluations Section From a Template or Case
- Free Training Webinar: Closing a Case
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Working with Case Data and Candidate Forms
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Committee Forms
- About Committee Forms
- Committee Forms Use Cases
- Committee Forms FAQ
- Create and Edit Committee Forms
- Add a Committee Form Requirement to a Template or Case
- Manage Respondents of a Committee Form
- For Committee Members: Completing & Submitting Committee Forms
- View Committee Form Responses
- Committee Forms Reports & Logs
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RPT Reports & Logs
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Reviewing Cases
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Communicating with Candidates and Committee Members
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Managing Documents
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Requesting External Evaluations
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Faculty Activity Reporting And RPT
- About: Automatically Pull Interfolio Faculty180 CVs (with attachments) into Interfolio Review, Promotion & Tenure Cases
- Feature Demo: Use Faculty180 Vitas and Attachments in Review, Promotion & Tenure Cases
- Add a Built-in Faculty180 Vita Section to a Review, Promotion & Tenure Template or Case
- For Candidates: Viewing and Editing a Faculty180 Vita as Part of Your Review, Promotion & Tenure Packet
- Candidate FAQ: Using Vita Attachments with Review, Promotion, & Tenure
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Other Details