Create an Evaluation Process

The content in this knowledge base is based upon the standard FACULTY180 environment. Your institution may have made changes to customize the FACULTY180 environment to meet your institution's needs; therefore, the screens in your FACULTY180 environment may differ slightly from the knowledge base. For more information, please contact your FACULTY180 administrator.

Note: The evaluation functionality is only available to institutions who implemented Faculty Activity Reporting before 2018. Interfolio's Review, Promotion, and Tenure (RPT) product is recommended for all institutions who wish to facilitate evaluation workflows."

Once an evaluation workflow has been created, evaluation processes can be created based on an evaluation workflow.

Existing evaluation processes cannot be associated with evaluation workflows. To associate an evaluation process with an evaluation workflow, the evaluation process must be created based on an evaluation workflow.

To create an evaluation process and assign it to an evaluation workflow, do the following:

  1. On the Admin menu, click Administration.
  2. Click Evaluation Processes in the Evaluations section. The Evaluation Processes screen displays.
  1. Click Add. The Evaluation Process Form screen displays.
  2. In the Evaluation Process Type section, click Workflow. The screen changes to allow you to select an evaluation workflow.

Evaluation Process Details

  1. Unit: Select the unit to be associated with the new evaluation process.
  2. Title: Type a title for the new evaluation process.The title for an evaluation process should include a related time period and the nature of the evaluation (e.g. 2015  Tenure Review).
  3. Description: Type a description of the evaluation process, if desired.

Faculty Being Evaluated

  1. Faculty: Click Select Faculty to select the faculty members to be evaluated related to this process.
  2. Evaluation Distribution: Specify if the evaluation process is applicable to the faculty members primary unit, secondary unit, or both units (the default is Primary Unit).

Evaluation Documents

Review the evaluation documents that are associated with the selected evaluation workflow. The Begin and Endterm/year can be specified

Custom Evaluation Forms & Faculty Classification Input Forms    

Any custom evaluation forms and faculty classification input forms that are associated with the selected evaluation workflow display here. Begin and End terms can be specified for faculty classification input forms.

Timing Configuration

  1. The Timing Configuration is used to select the start date for the evaluation process. Once a start date is selected, the Due and Faculty Response Due fields will be updated if necessary.
  2. When you are finished, click Save and Customize Evaluations.

Upon clicking Save and Customize Evaluations, changes cannot be made to an evaluation process. Changes can only be made to individual evaluations.

A diagram showing the evaluations that were created displays. (To display the unit names in place of the unit abbreviations, select the Show Unit Name check box.)

a.Evaluations are created based upon the faculty that were selected and their unit designations. For example, if a step for a department committee was created, an evaluation will not be created for the accounting department if only information systems department faculty are selected.

b.Evaluations identified by a red square  indicate an evaluator needs assigned to them.

c.Evaluations identified by a green circle indicate evaluators/authors have been assigned.

d.Evaluations identified by a solid blue circle or square identify the most recently accessed evaluations.

Review each level of evaluations and assign evaluators/authors. When finished reviewing, all of the evaluation levels should be represented by a green circle.

Assign Evaluators and Authors

To assign evaluators and evaluation authors to an evaluation, do the following:

  1. Click the node adjacent to the desired evaluation. The Evaluation Form screen displays for the selected evaluation.
  2. In the Assign Evaluator(s) & Schedule section, click Select Faculty to select the evaluators. If necessary, evaluation authors can also be selected. Faculty who are assigned to an evaluation serve as either an evaluator or an author.

Evaluator: Has read-only access only. Can view faculty data related to an evaluation but cannot submit a written evaluation.

Author: Has read and write access. Responsible for submitting the written evaluation. This person is typically the chair of a committee (e.g., tenure committee) or an administrator (e.g., chair, dean, provost) responsible for completing performance evaluations.


  1. Select the appropriate notification option.This will notify faculty and administrators responsible for managing other levels within this evaluation process.
  2. Select the appropriate option:
    1. Click Save to save the changes and return to the previous screen.
    2. Click Save and Add Another to save the changes and refresh the form to add another, new evaluation.
    3. Click Cancel to cancel any changes.
  3. When you are finished assigning evaluators and authors, click Save.

Reviewing Evaluations

Once an evaluation workflow and processes have been created, it is recommended that each individual evaluation that was created through the evaluation workflow/process be reviewed. To review an evaluation, see evaluations.

View the webinar (NEW EVALUATION WORKFLOWS WEBINAR) about evaluation workflows