Help for Interfolio Review, Promotion & Tenure
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Help for Review, Promotion, and Tenure Candidates
- A 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)
- 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
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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
- 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
- Customize Interfolio Review, Promotion & Tenure with Your Organization's Colors and Logo
- 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
- Download the list of RPT Users
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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 From Scratch
- 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
- Editing (Adding and Deleting) Case Review Steps for a Case or Template
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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
- 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
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Managing Documents
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Requesting External Evaluations
- Add an External Evaluation to the case of a candidate, or Request an External Evaluation by Email
- Edit & Resend an External Evaluation Request
- Cancel a Request for an External Evaluation
- How to Bundle Candidate Documents to Send to External Evaluators
- For External Evaluators: Guide to Providing Requested Evaluations in Interfolio Review, Promotion, and Tenure
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Other Details