Help for Interfolio Review, Promotion & Tenure
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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
- 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