About the Review Workflow
In Interfolio Review, Promotion & Tenure (RPT), a review workflow is built from a series of case review steps that determine how a candidate’s materials move through committees and decision points. Each review step assigns access to specific individuals or committees, defining exactly who can view candidate materials, upload committee documents, complete forms, record votes, and provide evaluations during that stage. These steps are created when building a template or configuring a case and reflect the institution’s formal review process. As the case progresses, committees complete their assigned requirements, and authorized administrators move the case forward or backward according to policy. Understanding how each component of the workflow functions is essential for maintaining case integrity, clarity, and consistent review practice.
Key Components of Review Workflow
- Committee Document Requirements: Unit Administrators, Case Managers, and Committee Managers can require a committee to upload a specified document before the case can progress to the next step.
- Committee Form Requirements: Each review step may include one or more committee form requirements that must be completed before the case can move forward. Administrators configure these requirements when building templates or cases, and RPT prevents a case from advancing until all required forms are submitted.
- Administrator Recusal: In some cases, Unit Administrators or Case Managers may need to remove themselves from a case to avoid conflicts of interest or ensure proper oversight. Administrator Recusal allows them to recuse themselves, assign another administrator to oversee a step, and remove that administrator once their responsibility is complete. This feature ensures that the correct individuals have access at each stage of review.
- Communication Throughout Workflow: Effective communication ensures that both candidates and committees remain informed as the case moves through each review step. Administrators, Case Managers, and Committee Managers can email the candidate or email committee members at any time to request additional information, provide clarification, or share updates about the review. When a case is moved forward or returned to a previous step, the system prompts administrators and Committee Managers to send an optional notification to the next committee in the workflow. This helps reviewers know exactly when they have gained access to the case materials and supports a timely, well‑coordinated review process aligned with institutional expectations.
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Workflow Movement Rules: Case review steps follow a defined sequence, and movement between steps is controlled by Administrators, Case Managers, and Committee Managers. A case can only be moved forward once all required materials for the current step are complete. Similarly, administrators may choose to move a case backward if a previous step requires additional work or clarification.