Training Videos

Academic Appointments: New Appointments


Academic Appointments: Extension of Term


Academic Appointments: Salary or  Job Change Requests


Academic Appointments: Promotion and Reappointment cases

Full Training Session covering from Log In to completing a case for Promotions or Reappointments
 

Accessing Interfolio

Login 

STAGE 1: Create Case Shell

  1. Create Case
  2. Set up Case Permissions (REQUIRED for every case)
  3. Notify the candidate (optional)
  4. Send Case Forward to Academic Unit (REQUIRED for every case)

STAGE 2: Build the Case

  1. Case Materials vs Case Details
  2. Upload Files 
  3. Complete Forms
  4. Delete a File
  5. Create a New Standing Committee (optional)
  6. Share Case (optional)

STAGE 3: Send Case Forward to ODoF

  1. Send Case Forward ( Subject Line: Action – Effective date – Rank – Name )
  2. Case Sent Backwards for Revisions

ADDITIONAL FEATURES: Working within Interfolio

  1. View Activity Log  
  2. View / Manage Case List
  3. Read Case
  4. Download Case
  5. Close a Case
  6. Generate and Download Reports (Link to details on Interfolio's support page)
  7. Move Case Materials from One Packet Section to Another
  8. Request, Add, and Manage External Evaluations for a Case