Help for Interfolio Review, Promotion & Tenure
-
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)