Now Available 10/3/2019: Automatically Pull Interfolio Faculty180 CVs (with attachments) into Interfolio Review, Promotion & Tenure Cases
Starting today, there is a new functional connection available between the vita (CV) feature in the Interfolio Faculty180 module and the templates/cases feature in the Interfolio Review, Promotion & Tenure module. This connection raises the value of using these two Interfolio modules together to a new level.
This feature gives Review, Promotion & Tenure a dedicated method for cases/templates to:
- Be built with a specific section that pulls in the candidate’s vita (CV) from Faculty180, using a Faculty180 vita template of the case/template creator’s choice
- Include the materials (files) that were attached to the candidate’s vita in Faculty180, for review in the Review, Promotion & Tenure document reader
With this release, the Interfolio modules for faculty activity reporting and for workflows now can talk to each other in a significant new way.
Academic institutions that use both modules are newly empowered to leverage the ongoing CV curation work from the Faculty180 module to their advantage in faculty advancement cases managed through the Review, Promotion & Tenure module.
This release is a significant milestone on the road to realizing a more integrated, seamless Interfolio Faculty Information System.
Please note: Currently, this feature is available on an opt-in basis for clients that use both the Interfolio Faculty180 and Interfolio Review, Promotion & Tenure modules. If you are the institutional administrator for these modules at your institution, and you would like this feature activated, please contact your Interfolio Project Manager (if currently in implementation) or Account Manager (if implementation of both modules is complete at your institution).
Click the questions below to learn more!
In order to see this new feature, your institution must be using both the Interfolio Faculty180 (also referred to as “Interfolio Faculty Activity Reporting”) and Interfolio Review, Promotion & Tenure modules, and the feature must have been activated for your institution by Interfolio.
Functionally speaking, this new feature will be visible from three perspectives:
- As an administrator, when creating/editing a case or template
- As a committee manager or committee member, when reviewing an individual case where the Interfolio vita section was built in during creation of the case or template
- As a candidate, when accessing your own case, if the Interfolio vita section was included during creation of the case or template
As an administrator, when creating/editing a case or template, you will see a new “Vita” section:
When you choose to add a built-in vita section to a case or template, you will also choose a vita template (configured through the Faculty180 module) by which the candidate’s vita should be formatted for this case, or for cases using this template:
As you can see below, when you include the vita section, you will also select the default length of time that the candidate’s vita should reflect when displayed in the case.
When the vita is generated (or re-generated), it will contain a snapshot of the candidate’s data pertaining to the periods of time selected by the term, current up to the moment when you click the button to generate the vita:
From the candidate’s perspective, when accessing your own case, you will see this same dedicated section, containing your vita and attachments pulled in from Faculty180:
When you preview how your own case will appear to reviewers, the preview will include that vita section along with its attachments:
Then, as a committee manager or committee member, when you are reviewing an individual case, you will see the candidate’s vita from Faculty180 and all its attachments presented in the case viewer:
Again, please note that these changes only apply if your institution has requested that this new Faculty180-Review, Promotion & Tenure vita connection be activated.
Materials uploads in Faculty180 instead of in Review, Promotion & Tenure
The most likely change is that, when you take advantage of this connection, a key piece of candidate packet assembly work, namely the upload of files, will take place in the Faculty180 module instead of the Review, Promotion & Tenure module. For some types of reviews, this may give new significance to the activity input periods.
Of course, the case in Review, Promotion & Tenure will retain all of the functionality that it had before, and you can absolutely include whatever additional sections you wish, in addition to the built-in vita section.
New ability to add a vita section
Just to reiterate: after this new feature is activated for your institution, if your institution has both the Faculty180 and the Review, Promotion & Tenure module active, any user with an administrator role in the Review, Promotion & Tenure module at your institution will see a new option to add the built-in vita section when creating or editing any case or template in Review, Promotion & Tenure.
Fixed grouping of vita with attachments:
It is also worth noting that when the vita is pulled from Faculty180 into Review, Promotion & Tenure in this way, the vita document and the attached materials are grouped together as a bundle, and cannot be rearranged or extracted. The order is determined by the Faculty180 vita template.
Therefore, for considerations around the sequence of sections or materials that are attached to the vita, you will want to plan that when creating your vita templates in Faculty180. Again, you can always include additional candidate sections in the actual case in Review, Promotion & Tenure, or permit the candidate to create them. There is no reduction in the previous case functionality.
In essence, this new link between the faculty activity data module (Faculty180) and the academic workflows module (Review, Promotion & Tenure) continues our endeavor to let you work smarter, not harder.
Maintaining the database of activity data and academic materials is essential, and ensuring an appropriate review process in all cases is essential. This new link between these two projects in the platform will eliminate a great deal of logistical effort that has historically surrounded both the management of data about faculty work, and the various processes of academic professional review.