Manage External Evaluations

We provide a dedicated page for Administrators  to manage external evaluation requests and submitted documents through RPT.

Edit the settings of a request:

Start by opening the case page of a candidate and scrolling down to the External Evaluations section.

1. Click the "Edit" button in the actions column

edit link

2. Select "Edit Settings" from the dropdown

Candidate Profile: Debra Bennett - Review, Promotion & Tenure - Interfolio

3. Edit the Evaluation Settings to make changes to the name, section, and access levels of the request

These options appear at the top of the Manage External Evaluation page and allow the user to set the title of the evaluation as it will appear on the case page, the case section where it will appear, and who will be able to see the evaluation.

The access level options are:

  • Administrators & Enire Committee
  • Administrators & Committee managers
  • Administrators Only
Candidate Profile: Debra Bennett - Review, Promotion & Tenure - Interfolio
Edit and resend a request:

1. Click "Edit & Resend Request"

Start by opening the case page of a candidate and scrolling down to the External Evaluations section.

Note: If the request was either Accepted or Declined by the evaluator, resending the request will not change the disposition.

Candidate Profile: Debra Bennett - Review, Promotion & Tenure - Interfolio

-Or- from the Manage External Evaluation page, scroll down to Request Details and click "Edit & Resend Request"

Manage External Evaluation - Review, Promotion & Tenure - Interfolio

2. Make any changes to the request, including the evaluator's name/email address, the message, and add or remove attached files

The evaluator will receive a new email each time the request is resent.

Evaluators will lose access to any files removed from the resent request.

Candidate Profile: The FirstCandidate - Review, Promotion & Tenure - Interfolio

3. Edit Response Settings

Under Response Settings the user can choose another deadline, edit the If the option to allow the submission of additional files (if enabled), and set who can view the evaluation once it comes in.

Cancel a request:

1. Click "Cancel Request"

Cancel Request is only available for requests with a "Requested" status. Once an evaluator has chosen to accept or decline a request, it can no longer be cancelled.

Click Yes to confirm the cancellation.

Candidate Profile: The FirstCandidate - Review, Promotion & Tenure - Interfolio

Alternatively, the request can be deleted when editing the Request Details from the Manage External Evaluation screen as shown below.

Manage External Evaluation - Review, Promotion & Tenure - Interfolio
Manage evaluation files

Add/remove/replace/evaluation letters on behalf of the evaluator

Administrators can click Add File on the Files section of the Manage External Evaluations page  to add an evaluation on behalf of an evaluator.  

Admins can also  remove and replace a letter on behalf of an evaluator.

To replace an evaluation, the admin would just remove the original and add a new file.

Add, remove, retitle additional files on behalf of the evaluator

Administrative users can also add additional files to an evaluation that will appear as attachments on the packet, and can also remove and edit (retitle) additional files.

If a user deletes an evaluation, the additional files are also removed. Deleting an evaluation is an action that cannot be undone and the file cannot be recovered.