Tracking the Impact of Covid-19 Using Interfolio Products

COVID-19 is impacting all areas of higher education from moving to online classes, to delaying reviews, and hiring processes. Our teams are in daily contact with our client institutions and have started seeing patterns in how institutions are using our products to adjust their processes and document necessary changes. This article and the videos posted below walk through some examples of how Interfolio can support universities in tracking changes related to the COVID-19 crisis in real time.

Interfolio hosted a special COVID-19 webinar to address higher-education workflow changes and trends we're seeing among our client partners. Our panel of Interfolio consultants and project managers discussed ways to use your Interfolio modules to track changes and delays you may be experiencing that are caused by COVID-19. We will also share stories and best practices from your peers at partner institutions, including the steps they're taking to manage different processes across campus.

The headings below the webinar are abbreviated video walk-throughs and

Use Faculty Activity Reporting (Faculty180) to track changes due to COVID-19

We recommend creating an activity classification to track activities that are delayed or cancelled due to COVID-19. This video walks though an example of setting this up, and the steps are outlined and illustrated in the text below the video.

Create an activity classification to track activities delayed by COVID-19
1. Open Administration > Setup

Open the Administration section of Faculty180 and select Setup from the left-hand navigation menu.

Faculty180 - Activity Input
2. Select "Activity Classifications"

Under Setup, scroll down to and select Activity Classifications.

Faculty180 - Setup
5. Enter a title for the classification

We recommend something like "Delayed Due to COVID-19," but you can change this depending on what you want to track.

Faculty180 - Activity Classification Form
6. Set the Display to "Dropdown: Select One" and uncheck "Required"  

You will want this to appear as a dropdown list of selectable options. Make sure Required is not checked.

Faculty180 - Activity Classification Form
8. Enter help text

We recommend a Help Description similar to "This activity classification can track activities that are delayed due to COVID-19."

Faculty180 - Activity Classification Form
9. Enter "COVID-19" for organization

For Organization for which data are collected enter "COVID-19." If necessary you can add Administrative Notes concerning the classification and procedures.

Faculty180 - Activity Classification Form
10. Select all Activity Input activities that could be delayed by COVID-19

Select all Activity Input activities to which this activity classification will apply.

Faculty180 - Activity Classification Form

We recommend selecting all activity types.

Faculty180 - Activity Classification Form
11. Enter the Classification options

Under Classification, enter the options to appear in the dropdown you are creating.  For example:

  • Delayed due to COVID-19
  • Reassigned duties due to COVID-19
  • Cancelled due to COVID-19

Click Save and Go Back when you are finished.

Faculty180 - Activity Classification Form
13. Check to make sure the classification appears as expected

To check this, follow the procedure for emulating a user.

You can find an overview of the instructions in this article: Tools: Emulate User

Go to Activities

Home - Home - Interfolio

Scroll down and click to "ADD"

Faculty180 - Activity Input

Input the activity and click to "Continue"

Faculty180 - Scholarly Contributions & Creative Productions

Make sure the classification appears with the correct selectable options in the dropdown

Faculty180 - Scholarly Contributions & Creative Productions
Use Review, Promotion & Tenure to track changes due to COVID-19

As many of our client institutions are delaying review processes due to COVID-19 issues, we are offering advice on how to initiate, request, and track these delays using interfolio's Review, Promotion & Tenure. The video below explains how to create a new RPT status to track delays due to COVID-19, how to create a new case data form to track reason codes and other information, and how to create a form to allow candidates to request a delay due to COVID-19.  

The text below the video explains these processes with illustrated step-by-step instructions.

 

Set a status to track COVID-19 delays

Adding a status that can be applied to any case at your institution will allow you to organize cases and report delays. Committee Managers and Administrators can then add the status at the individual case level.

1. Go to Administration > Statuses

Navigate to the Administration section of RPT, open the Statuses tab and select Add Status.

Review, Promotion & Tenure - Interfolio
2. Add status and select color

Enter the status name and select a color for the status. We recommend a name such as "COVID-19 Waiver/Delay." You can set the status color it display in red when it appears on a case.

Review, Promotion & Tenure - Interfolio

The status will now appear in the list of statuses that can be applied to any case at your institution as shown below, and will appear in the dropdown list of available statuses when setting the status of a case.

Review, Promotion & Tenure - Interfolio
3. Apply the status to cases you want to delay

Open the case page (candidate packet) of the case you want to delay. Click Change and select the status you've created from the dropdown.

Candidate Profile: Virginia Apgar - Review, Promotion & Tenure - Interfolio

The status will appear on the case as shown below.

Cases - Review, Promotion & Tenure - Interfolio
Create a candidate form allowing candidates to request a delay due to COVID-19

Some of our clients have expressed an interest in giving candidates the option to delay their review cases due to COVID-19. The instructions below are for creating a short form to allow candidate's to request a waiver for delay.

2. Enter the Form Title and Description and set the Unit

We suggest naming the form something like "COVID-19 Waiver" with a description of the form. Select the Unit where you want the form to be available and click Done.

Review, Promotion & Tenure - Interfolio
3. Add questions to the form

Click Add Question. We will add a Multiple Choice question asking the candidate if they wish to delay their review, and enter a yes or no answer.

Review, Promotion & Tenure - Interfolio
4. Enter Question Title
  1. We suggest adding the Question Title "Do you wish to delay your review?"
  2. For Question Type choose Multiple Choice
  3. Check to make the Question Required and click to Save
Review, Promotion & Tenure - Interfolio
5. For the possible answers add "Yes" and "No"

Enter the answer Yes, click Add and enter the answer No.

It may be a good idea to add another question allowing candidates to add comments to the form. Click Add Question to enter another question to the form, or Done if you are complete.

Review, Promotion & Tenure - Interfolio
6. Add another question
  1. For the Question Title enter Additional Comments
  2. Select Paragraph as the Question Type
  3. Leave the Question Required box unchecked
Review, Promotion & Tenure - Interfolio

The form will appear to candidates as shown below. It will be available to apply to any cases and can be sent to the candidate as part of their case requirements.

Review, Promotion & Tenure - Interfolio
Create a case data form to track COVID-19 delays

We also recommend creating a case data form to track delays for administrative purposes. Administrators will fill these forms out when creating a case.

1. Go to Administation > Case Data Forms

Navigate to the Administration section of RPT, open the Case Data Forms tab, and click to Add Case Data Forms .

Review, Promotion & Tenure - Interfolio
2. Enter the Form Title, Description, and Unit

We recommend a Form Title such as "COVID-19 Waiver/Delay," enter a Description, select the Unit to which you want the form to apply, and click Done.

Review, Promotion & Tenure - Interfolio
3. Add questions to the form

Click Add Question. We will add a Multiple Choice question asking the Administrator completing the form if the candidate wants to delay their review, and enter a yes or no answer.

Review, Promotion & Tenure - Interfolio
4. Enter Question Title
  1. We suggest adding the Question Title "Does this candidate wish to delay their review?"
  2. For Question Type choose Multiple Choice
  3. Check to make the Question Required and click to Save
Review, Promotion & Tenure - Interfolio
5. Continue adding questions to the form
  • We suggest adding another multiple choice Question Type with a Yes/No answer:

Question Title: "Has this action been approved?"

  • We also suggest adding a multiple choice Question Type asking when the review is expected to resume:

Question Title: "Expected term to resume review:"

Answer Options (depends on your term types): Fall/Winter/Spring/Summer

The form will appear to Administrators as shown below. It will be available to apply to templates and cases and will appear when an Administrator is creating a case.

Review, Promotion & Tenure - Interfolio