Interfolio Guides

These how-to guides provide include quick, step-by-step assistance for common tasks in the Interfolio RPT system.

Managing Users

• Overview of User Roles in Interfolio RPT NIU Committee Member Committee Manager Case Manager
• About Case Manager and Template Administrator User Roles Case Manager
• Assign Users to Units, User Roles, and Standing Committees Case Manager

Creating and Managing Forms

• View Committee Form Responses Committee Manager Case Manager
• Manage Respondents of a Committee Form Case Manager

Creating Cases

• Create Cases Case Manager
• Create a Custom Status for a Particular Case Committee Manager Case Manager
• Add and Manage Case Materials Case Manager
• Set Download Privileges and Access to Case Materials Committee Manager Case Manager
• Candidate Involvement in Cases FAQ Case Manager

Managing Cases

• Edit Case Review Steps Case Manager
• Request, Add, and Manage External Evaluations for a Case Committee Manager Case Manager
• Recuse an Administrator or Case Manager From a Case Review Step Case Manager
• Add, Change, or Remove Case Statuses Committee Manager Case Manager
• Move Case Forward or Backward Committee Manager Case Manager
• Move Case Materials From One Packet Section to Another Case Manager
• Close (and Reopen) or Delete a Case Case Manager
• Notify a Candidate of Their Review Case Manager
• Lock/Unlock Sections for Candidate Editing of Packet Materials Committee Manager Case Manager
• Support Candidates and Troubleshoot Issues During their Review Committee Manager Case Manager

Reviewing Cases

• Promotion and Tenure Case Review Steps NIU Committee Member Committee Manager Case Manager
• Sabbatical Case Review Steps NIU Committee Member Committee Manager Case Manager
• Promotion and Tenure Case Review Forms NIU Committee Manager Case Manager
• Sabbatical Case Review Forms NIU Committee Manager Case Manager
• Quick Guide for Promotion and Tenure Committee Members NIU Committee Member
• Quick Guide for Sabbatical Committee Members NIU Committee Member
• Quick Guide for Promotion and Tenure Committee Managers NIU Committee Manager
• Quick Guide for Sabbatical Committee Managers NIU Committee Manager
• Committee Member's Guide to Interfolio RPT Committee Member
• Guide to Promotion and Tenure Department Assessment Document(s) NIU Committee Manager
• View and Manage Case List Committee Member Committee Manager Case Manager
• Download Case Materials Committee Member Committee Manager
• Add Annotations Using the Document Reader Committee Member Committee Manager
• View Case Materials Committee Member Committee Manager
• View the Results of Committee's Vote Committee Manager Case Manager
• Complete and Submit Committee Forms Committee Member Committee Manager

Communicating with Candidates and Committee Members

• Committee Manager's Guide to Interfolio RPT Committee Manager
• Email Candidate, Share Case Materials with a Candidate, and Allow Candidate Response/Rebuttal Committee Manager Case Manager
• Email Committee Members, Share Case Materials and Request/Allow a Response Committee Manager Case Manager
• Notify a Candidate of Their Review Committee Manager Case Manager
• Leave Comments on a Case Committee Member Committee Manager Case Manager
• Turn Comments On or Off for a Case Review Step Case Manager
• Automated Email Notifications Committee Member Committee Manager Case Manager
• Interfolio Home "My Tasks" and Sorting Order Committee Member Committee Manager Case Manager

Creating and Managing Committees

• Add Required Documents for a Committee to Complete in an Active Case Case Manager
• Recuse a Standing Committee Member from a Case Review Step Case Manager
• Record the Results of a Committee Vote Committee Manager Case Manager
• Upload Documents to Satisfy the Committee Document Requirements Committee Member Committee Manager
• Create/Manage Ad-Hoc and Standing Committees Case Manager

External Evaluations

• Request, Add, and Manage External Evaluations for a Case Committee Manager Case Manager
• Bundle Candidate Documents to Send to External Evaluators Case Manager
• Provide a Requested Evaluation (For External Evaluators) Case Manager
• Add a Vita to an External Evaluation Request Committee Manager Case Manager

Candidates

• Faculty Candidate's Guide to Interfolio RPT Faculty Candidate
• Instructions for Promotion and Tenure Packet Preparation and Submission NIU Faculty Candidate
• Instructions for Sabbatical Packet Preparation and Submission NIU Faculty/SPS Candidate
• Introduction to Faculty Promotion and Tenure Packet Templates NIU Faculty Candidate
• Introduction to Sabbatical Packet Template NIU Faculty/SPS Candidate
• Name and Organize Packet Materials Faculty Candidate
• Add Links to Webpages and YouTube or Vimeo Video to Your Packet Faculty Candidate
• Share Acces to a Protected YouTube or Vimeo Video Faculty Candidate
• Submit Your Packet for Review Faculty Candidate
• View and Respond to Files Shared by a Committee Faculty Candidate