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
• Delete or Update a User's Account
• Download the list of RPT Users
• Adding and Managing Users with SSO in RPT
• 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
• Interfolio Review, Promotion & Tenure Integration Capabilities
• Add Users in Bulk
• Best Practices for Deleting Users, Units, Forms & Committees in Review, Promotion & Tenure

Creating and Managing Templates

• Create a Template To Use as a Starting Point for New Cases
• Recuse an Administrator in a Template
• Free Training Webinar: Interfolio Review, Promotion, and Tenure - Templates
• How to Duplicate a Template in Review, Promotion and Tenure
• Editing (Adding and Deleting) Case Review Steps for a Case or Template

For Admins Using RPT with Dossier Institution

Creating and Managing Committees

• Create a New Standing Committee
• Manage a Standing Committee
• 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 Steps
• Edit the Membership of an Ad-hoc Committee
• Adding Required Documents for a Committee to Complete When Reviewing a Case

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
• About Candidate Selection in Case Creation
• Creating Appointments in Review, Promotion, and Tenure
• 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
• Dates/Deadlines Overview
• FAQ: Candidate Involvement in Cases
• Create a Case When the Candidate Does Not Have an Institutional Email Address
• View and Manage Your Case List
• Move Case Materials From One Packet Section to Another
• Add a Committee-Facing Packet Section (From the Case Page)

Working with Case Data and Candidate Forms

• 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

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

RPT Reports & Logs

• Generate and Download Reports
• View the Activity Log of a Case

Reviewing Cases

• View and Manage Your Case List
• View Case Materials
• Download Case Materials
• Read and Evaluate Case Packet Materials Using the Document Reader
• View (and Respond) to Files Shared with Your Committee
• View the Results of Your Committee's Vote
• Make Notes on Case Packet Materials and Export Your Annotations
• Guide to Reviewing Case Materials

Communicating with Candidates and Committee Members

• Notify a Candidate of Their Review
• Turn Comments On or Off for a Case Review Step
• Leave Comments on a Case
• Email Candidate, Share Case Materials with a Candidate and Allow Candidate Response/Rebuttal
• Email Committee Members, Share Case Materials and Request/Allow a Response

Managing Documents

• Adding and Managing Case Materials
• Set Download Privileges and Access to Case Materials
• Turn On/Off Candidate Editing of Packet Materials
• About Committee-facing Documents

Requesting External Evaluations

• Request an External Evaluation through an RPT Case/Add an External Evaluation to the Case of a Candidate
• Allow Evaluators to Add Additional Files to External Evaluations
• Manage External Evaluations
• How to Bundle Candidate Documents to Send to External Evaluators
• For External Evaluators: Guide to Providing Requested Evaluations in Interfolio Review, Promotion, and Tenure

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, Editing, and Submitting a Faculty180 Vita as Part of Your Review, Promotion & Tenure Packet
• Candidate FAQ: Using Vita Attachments with Review, Promotion, & Tenure
• FACULTY180 Homepage

Other Details

• Review, Promotion & Tenure - Text Character Limits
• RPT Welcome Kit