Manage Administrative Units
Administrative units in Interfolio Review, Promotion & Tenure (RPT) represent your institution’s real-world hierarchy. When you add or edit a unit, its Academic Level is automatically derived from the selected parent unit. This maintains a coherent hierarchy and supports Academic Level–based access rules for Unit Administrators and Case Managers.
The ability to add or edit units is controlled by Institutional Administrators, who may grant Unit Administrators permission to manage units or reserve that ability for institution-level staff only.
RPT shares its unit hierarchy with Faculty Search (FS). When Lifecycle Management (LM) is enabled, it inherits this same structure. Institutions that use Faculty Activity Reporting (FAR) but not RPT/FS will see LM inherit the unit hierarchy from FAR. Because these modules depend on a shared structure, units cannot be deleted if they are linked to active data such as positions, cases, or faculty records.
Add Administrative Unit
- Navigate to the Users & Groups page and select the Units tab.
- Click the Add Unit button to add an organizational unit, such as a college or department. You can also Edit existing units from this page.
When a unit is edited all associated case information will be updated on both open and closed cases.
- The unit will now appear within the nested hierarchy. To view sub-units, click the arrow icon next to the parent unit name to expand the list. Repeat this process to build out the full institutional structure.
When you edit an existing unit, changes to the unit’s name or parent are reflected across all associated cases, including both open and closed cases.
FAQ
Can I create as many administrative units as I need?
Yes. RPT is flexible enough to represent highly complex institutional structures. To ensure the best possible performance for all users, we recommend keeping your total number of units below 1,500. Very large hierarchies can affect search speed, reporting, and case routing performance.