Committees and Individual Reviewers

Committees are groups of users that can review and assess the case of a candidate at a given step of the review process. Individual reviewers can also act as a committee at a given case review step. As an administrator, you can create committees made up of any of your institutional users (including single individuals) for each step of your workflow. You can then assign committees and individuals to review a case at a certain step.

There are two roles that a user can have on a committee: Committee Member (the most basic user in the program) and Committee Manager. Committee Members have fairly limited access that pertains to reviewing a case. Committee Managers can do all of those things, plus a lot more.

Committees or individual reviewers in Interfolio RPT are always assigned to a case review step in the workflow, and each case review step must include at least one committee or individual reviewer. Multiple committees (or reviewing individuals) can be added to a case review step if more than one committee or individual needs access to the case at the same time.

Administrators in the program can also set up committee document requirements so that a committee must upload a particular document before the case can be moved forward.

Committee Managers can record the vote of a committee at a particular workflow step and add it to the program. The results of committee voting can be viewed by members of the committee, and the voting data can be used for reporting.

There are three types of reviewing bodies that can be added to case review steps in the program; standing committees, ad-hoc committees, and individual reviewers.

Standing Committees

A standing committee is a permanent committee with a fixed annual membership that an administrator creates within Interfolio. Standing committees are a way to set up your committees once, save them to a unit, and have them available to use at any point within a workflow as a case review step. Only administrators can create a standing committee, which happens on the User & Group Management page.

When an administrator creates a new standing committee, they choose the unit at the institution that will house that committee--for instance, the “Department of English Review Committee” might be housed in the “College of Arts and Sciences” or the Department of English unit.

Ultimately, the unit determines where an administrator can use a standing committee for a template or case.  For example; standing committees set at the institutional unit can be used for institution-, college-, and department-level templates. Standing committees set at the college unit can be used for college-, and department-level templates within that college. Standing committees set at the department unit can only be used for templates created in that department. 

Ad hoc committees

Case-specific, ad hoc committees are committees created to be used on a case-by-case basis.  Administrators are the only users allowed to create and edit case-specific committees.

Individual Reviewers

You can also assign an individual reviewer to consider a case at a given case review step. Individual reviewers can perform all the functions of a Committee Manager, including adding committee documents and moving the case foreward or backward.

Recusal (Committee Members and Administrators)

With the recusal feature, administrators can accommodate conflicts of interest or specific privacy concerns during reviews down to a granular level, and document it.

Administrators can recuse themselves or other Administrators from one or more steps in a case workflow. Once recused, Administrators will no longer see the case in their case list, and will be unable to access the case when it reaches a step from which they have been recused. The case will reappear in their case list when it moves backward or forward to a step where the Administrator again has access.