Using Guidelines In Dossier to Prepare for Future Reviews
If you have access to Dossier through your institution, the institution may post guidelines in Dossier to guide you in assembling materials for particular review processes such as annual performance reviews, promotion reviews, etc. You can search for and save these guidelines, and reference them as a checklist as you prepare for future reviews.
When preparing for a review using the guidelines feature, you can automatically assemble collections of materials that meet the requirements of the review. When the time comes, you can easily transfer the materials you've assembled in that collection over to the official review packet.
This article explains how to start using guidelines to prepare for your upcoming reviews.
"Guidelines" are only available to users whose institution subscribes to the feature.
Log in to Interfolio and navigate to your Dossier account
Navigate to the "Materials" section of your Dossier account
Click the "Guidelines" button at the top of the materials page
The "Guidelines" button will only display if the feature is available at your institution. If it does not display, it is not available.
Search for guidelines
Select a unit from the dropdown menu
You can search for guidelines within the selected unit using keywords
Click the title to open a preview of the guideline
Any candidate instructions, document, and form requirements associated with the guideline will display
Save the guidelines you want to use
Saved guidelines will appear at the top of the "Guidelines" page, for quick reference
Click "Prepare for this review" to the right of the page
Enter a name to create a collection of materials for the review
Create a collection to help you prepare for the review. Once you create a collection, you can add materials while viewing guidelines for the review.
A page will appear where you can add materials to the collection while viewing the guidelines for the review
Click "View Instructions" to the right of the page to view instructions for review candidates (if any)
This will display any instructions to candidates about assembling the review packet, and any other procedures, or policies at the institution
Creating a collection will open a page where you can view the guidelines for the review and add materials.
You can add materials already uploaded to your Dossier, or add new files
You can also add materials from a collection you've previously assembled
Open the collections tab and select a collection.
Add files from the collection to satisfy the guidelines for the review.
To add a tag, select the document, click the "Tag" button, and enter your tag
When your review starts and you want to add materials, simply open this collection and filter by tag to find the materials for each requirement
Collections you create based on guidelines will appear listed on the "Collections" tab of your Dossier materials page
Open your institutional account
You may need to open the account switcher in the right hand user menu and select to switch to your institutional account.