Case managers set up cases by selecting a workflow template, adding candidate information and ensuring the correct review steps and documents are included.
Interfolio Resources for Case Managers
Administrative staff who are responsible for moving a faculty promotion and/or tenure case either backward or forward after a committee has finished reviewing.
Case Managers have the ability to create new cases and edit cases at their unit. They can manage case-level settings and committees, view case details and packet materials, and view all closed cases at their level in the hierarchy.
Case Managers cannot manage templates, view reports, or change account settings.
Unit Administrator Self-paced Training
This self-paced, interactive course covers the various administrative settings, creation of templates, creation and management of review committees and cases, and the reporting options using Interfolio RPT. NOTE: This training includes administrative settings beyond the case manager role and case managers will not have all the system permissions introduced in this training.
Estimated time to complete: 45 minutes
Case Manager Frequently Asked Questions
Yes, Interfolio allows customization of workflows to align with NIU’s specific review processes.
Workflows are designed to follow NIU’s official policies. Case managers should verify setup details before launching cases to ensure alignment.
Once a review is finalized, cases are archived in Interfolio for record-keeping. Access can be granted to appropriate personnel as needed.
If you realize that the wrong case template was used when creating a candidate’s case, do not attempt to correct it on your own. Please email interfolio@niu.edu for assistance from the NIU Interfolio team. They will help ensure that the correct forms and settings are applied so the case is properly configured.
To avoid delays in the review process, we recommend reaching out as early as possible if you suspect a template error.
Have more questions?
Email interfolio@niu.edu and a member of our Interfolio at NIU team will be back in touch as soon as possible!
Note: You must log in using your NIU Account ID and password.
Get Help
Interfolio Scholar Services
Call, email, or chat with the Interfolio Scholar Services team with any technical questions. Live support is available Monday through Friday between 8 a.m. - 7 p.m. CT.
833-844-2118
interfolio-support@elsevier.com
Interfolio at NIU
Email the Interfolio at NIU team with any questions about the faculty promotion and tenure submission and review process using Interfolio.