Collaborative Evaluation

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."

Use the 'Collaborative Evaluation' checkbox on the Create Evaluation Form page to create a shared set of evaluation forms to allow multiple evaluators to edit the shared evaluation form. Only one author is allowed in a collaborative evaluation. In addition, there is no tracking to identify the evaluator who is saving the comments. Data entered into the form by the evaluators is inserted into the one author's record.

Note: The evaluation report will only show the "Author" and not the collaborative "Evaluators". In addition, the evaluation report does not flag the evaluation as having used a collaborative form.  

To create acollaborativeevaluation, do the following:

  1. Select the 'Collaborative Evaluation' checkbox (under2 - Assign Evaluators & Schedule).
  1. A warning message displays with important information regarding collaborative evaluations.
  1. Click OK.
  2. Specify the Evaluators and Authors. Only one author can be assigned.
  3. Make any other changes, as needed. When finished, click the Save button to save the changes.

Note: Only the Author name appears when using the advanced author editing (clicking theAuthor Settingsbutton). The collaborative evaluators are not shown in this view.

Note: Denying the Author submission rights will also deny all the collaborators from submission.

Evaluators using the collaborative form will click the 'Evaluate' button, to edit and view the collaborative form. The collaborative evaluators can see the "Author" name after clicking the "Evaluate" button (on the dialog that displays).