Help for Interfolio Review, Promotion, and Tenure
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Help for Review, Promotion, and Tenure Candidates
- Best Practices and Resources for Candidates
- Candidate's Guide to Interfolio Review, Promotion, and Tenure
- Best Practices for Naming Packet Materials, and Using Bookmarks to Organize Your Packet
- 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)
- Saving Materials Shared With You to Your Dossier
- Using Collections From Your Dossier To Satisfy Packet Requirements
- Using Guidelines In Dossier to Prepare for Future Reviews
- Re-use Materials From Previous Packets in Current or Upcoming Reviews
- Deleting Materials from Your Candidate Packet
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Managing Units and Users
- Add a New Administrative Unit
- Edit or Delete an Existing Administrative Unit
- Add New Users to Review, Promotion & Tenure
- Add Users in Bulk
- Assign Users to Units & Add or Remove a User as an Administrator of a Unit
- Update a User's Basic Information
- Delete Users
- 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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For Admins Using RPT with Dossier Institution
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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
- Adding Required Documents for a Committee to Complete When Reviewing a Case
- Edit the Membership of an Ad-hoc Committee
- Edit Committee Instructions, Document Requirements, and Membership
- Rename or Delete an Ad-Hoc Committee
- Manage (Make Temporary Changes) to a Standing Committee from the Case Page
- 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
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Creating and Managing Cases
- Case Types: Use Interfolio for Promotions, Reviews, Appointments, Tenure Cases, and More
- Create a Case
- Create a Case Based on a Template
- Creating Case Review Steps
- Recuse an Administrator From a Case Review Step
- Edit a Case
- Move a Case Forward or Backward
- Apply a Status to a Case
- 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 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
- Swapping a Committee and Information within a Case
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Working with Forms and Reports
- Create a New Candidate Form
- Create a New Case Data Form
- Edit an Existing Candidate or Case Data Form
- Add a Required Form to the Packet Requirements for a Case
- Attach a Case Data Form to a Template
- Answer a Case Data Form When Creating a Case
- Generate and Download Reports
- Run a Report on the Voting Results of a Case
- View the Case Activity Log
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Reviewing Cases
- View and Manage Your Case List
- View Case Materials and Information About Your Committee
- Download Case Materials
- Read and Evaluate Case Packet Materials Using the Materials Viewer
- View the Results of Your Committee's Vote
- Make Notes on Case Packet Materials and Export Your Annotations
- View (and Respond) to Files Shared with Your Committee
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Communicating with Candidates and Committee Members
- The Candidate Experience of an Interfolio Review, Promotion & Tenure Review
- Notify a Candidate of Their Review
- Email a Candidate
- Email Committee Members
- Turn Comments On or Off for a Case Review Step
- Leave Comments on a Case
- Share Case Materials with a Candidate and Allow Candidate Response/Rebuttal
- Share Case Materials with Committee Members and Request/Allow a Response
- Send a Message with Attached Files to Any Institutional User and Allow/Request a Response
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Managing Documents
- Adding and Managing Case Materials
- About Committee-facing Documents
- Edit the Name, Description, Packet Section, and Access Level of Case Materials
- Move Case Materials From One Packet Section to Another
- Set Download Privileges and Access to Case Materials
- Turn On/Off Candidate Editing of Packet Materials
- Add a Committee-Facing Packet Section (From the Case Page)
- Allow Candidate to Add Sections to Their Packet
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Requesting External Evaluations
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Other Details