View and Manage Your Case List
You will find the list of cases you are evaluating, managing or administering on the Case List page. Administrators can filter this list to show active, archived, or all cases.
Sign in to Interfolio Review, Promotion & Tenure
You can sign in from the top right corner of our website at https://www.interfolio.com/
Note that you can sign in using your Google account, or sign in through one of our partner institutions.
See here for more information on signing in to Interfolio.
Navigate to your institutional account
Select "Cases" from the left hand RPT navigation menu to view a list of all the cases to which you have access
Tip: You can also look for the name of the case you want to view in your list of Action Items. Clicking the name of the case here will take you directly to the case for that candidate.
Clicking "Cases" in the RPT nav menu will open the Case List where the cases you can access will appear listed in a table:
Click the "Filter" button to filter the list by unit, case type, and active or closed cases.
Depending on your role in the program, you may only see the unit and type filters.
Note that you can choose to include "child units" in your search
When you select a parent unit, the cases that appear will have been created at the parent unit AND it's children/grandchildren
If this box is unchecked, when you select a unit from the dropdown (parent or child), the cases that appear are for that one unit only, not inclusive of the children or grandchildren.
To access cases in the list, click on the name of the case you want to view
Managing Bulk Cases - Performing Bulk Actions
There are actions that can be taken on the Case List to manage multiple cases at one time.
Depending on your role in the program, the following actions may be taken to manage cases in bulk:
- Notify Candidates - notify multiple candidates via email instructions for uploading and submitting materials through Interfolio and include a personal message
- Send Backward - send multiple cases backward to the previous step in the review process
- Send Forward - send multiple cases forward to the next step in the review process
- Close Cases - close multiple cases to reflect the final phase
Select the cases you want by putting a check mark next to each one, either by selecting all cases at once or selecting each individually.
Click Notify Candidates in the header that appears above the Case List.
If you just want to send the message as is, click Send to send it. Otherwise, tick the check box to include a personal message.
To include a personal message tick the check box and proceed to fill in all required fields. When done you can either preview your message and/or send it.
Select the cases you want by putting a check mark next to each one.
Click Send Backward in the header above the Case List.
Confirm your choices by reviewing the list of cases in the dialog box. Select whether you want a message to be sent to the reviewers gaining access to the cases. If not, click Send.
If you want to send a message to the reviewers gaining access, fill out the required fields to personalize your message. When done you can either preview your message and/or send it.
Preview screen
Click Edit to go back to the message, or click Send to send message and cases backward.
Sent on-screen confirmation message.
Select the cases you want by putting a check mark next to each one.
Click Send Forward in the header above the Case List.
Confirm your choices by reviewing the list of cases in the dialog box. Select whether you want a message to be sent to the reviewers gaining access to the cases. If not, click Send.
If you want to send a message to the reviewers gaining access, fill out the required fields to personalize your message. When done you can either preview your message and/or send it.
Preview screen
Click Edit to go back to the message, or click Send to send message and cases forward.
Sent on-screen confirmation message.
Select the cases you want to close by putting a check mark next to each one.
Click Close Cases in the header above the Case List.
Confirm your choices by reviewing the list of cases in the dialog box.
Select a decision that reflects the final phase of the cases selected from the drop-down menu.
After making your selection, click Save to close the cases.
On-screen confirmation message.
