How to Duplicate a Template in Review, Promotion and Tenure

The below steps outline the process to create a copy of an existing template. Duplicating a template allows unit-level administrators the ability to repurpose a template that’s already been configured by the institution or their parent unit. This process also allows users to add unit level standing committees to the template. This functionality is useful to unit-level administrators as it eliminates redundant work while allowing units to customize the workflows and requirements unique to their review processes while respecting the requirements of the parent unit.   

We have provided a video overview of the process of duplicating a template in RPT, and written out the steps to follow below.

Duplicating a template:

To duplicate a template you must do the following.

1. Choose Templates from the Interfolio home page

Choose Templates from the Interfolio home page

2. Locate the template you would like to duplicate, choose Options, then Create a Duplicate

3. Template Information

  1. Choose the unit that you are creating the template. This will be the unit the template will be housed under  
  2. Update the title of the template to include the unit name for which the template will be used. It’s recommended that you be as descriptive as possible when naming the template.
  3. Select Save and continue 
Choose the unit

Please note: In this example the Candidate Requirements and Internal Case Sections have already been configured by the parent unit, so no changes are necessary.

4. Candidate Requirements:

The parent template you are duplicating will likely have packet sections and packet requirements and those defaults will appear when editing Packet Requirements.  

You can add additional packet sections and packet requirements to the template's packet of required materials and forms. The packet sections and requirements you create here will become available for any case built using this template.

Each section can contain a due date, a description, and requirements for particular materials (e.g., CV, teaching statement, syllabi).

Create a packet of required candidate documents and forms

5. Internal Case Sections:

You can create internal case sections to help committee members or individual users organize documents that will be added during the process of reviewing a case. Internal case sections will not be visible to the candidate.

Sections added here should correspond with larger groups of materials that will be organized together.

Note: With internal case sections, you are creating a space for documents added to the case by committees and reviewers. You can create specific document requirements for reviewers of the case when adding case review steps. For more information see the article; Require Documents for Review Steps.

Revising an Existing Case Review Step to add unit Specific Committee (Example: Department Committee):

When duplicating a template it may be necessary to update the committee at a given step in order to eliminate the Committee that was assigned by the parent unit when the template was created.

 In order to update an existing review step/Committee you must do the following: 

1. From the Case Review Steps page choose the step you wish to revise and by selecting Edit

From the Case Review Steps page choose the step you wish to revise and by selecting Edit

2. Select Add Committee to add a new committee to the review step

Select Add Committee to add a new committee to the review step

3. Choose the appropriate Standing Committee from the dropdown list

Choose the appropriate Standing Committee from the dropdown list

4. Once the correct committee has been added to the Case Review Step you may add Instructions, Required Documents and/or Required Forms

Once the correct committee has been added to the Case Review Step you may add Instructions, Required Documents and/or Required Forms

5. Now that you have added the appropriate committee, you may remove the placeholder committee(s) from the Case Review Step by selecting Options then Remove.

Now that you have added the appropriate committee, you may remove the placeholder committee(s) from the Case Review Step by selecting Options then Remove.

6. Return to the Case Review Steps page to review the workflow steps. Repeat the above process as for any additional unit committees (those that are not at the Campus Level) as necessary.

Return to the Case Review Steps page to review the workflow steps. Repeat the above process as for any additional unit committees (those that are not at the Campus Level) as necessary.

7. Select Continue to proceed to the Template Summary page

8. Your template will now appear on the Template List page for use. You may now initiate  cases specific to your unit (department)