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User Information for Interfolio 

Interfolio’s review system is currently being introduced over a 3-year phased implementation period. Early adopters have begun to use Interfolio to process academic personnel actions during the 2017-18 academic review cycle.

Interfolio offers enhanced “faculty-first" higher education technology for faculty review, tenure, promotion, and activity reporting. Interfolio’s system includes a dynamic workflow that supports the full scope of an academic review - from initial file submission and requests for external evaluation letters - through the delivery of a final decision. The system also provides a powerful faculty activity collection tool that will facilitate the extraction of data from various campus, and in some cases, third party databases such as PubMed to create biobibs and CVs.

Departments or individual faculty members who are interested in participating in the early adoption period should contact Jenna Lucius at jlucius@ucsd.edu or x4-2597.

Files Types Processed

All review file actions, deferrals, retention/pre-emptive retention files, and appointments can be processed in Interfolio, including files that need to be reviewed by a campus committee and joint/split appointments. Future phases of development will include leave and sabbatical requests, recall appointments, and other miscellaneous academic processes.

Useful Forms and Files

User Roles

In Interfolio Review, there are four different user roles: Institutional Administrators, Administrators, Committee Managers, and Users/Committee Members. These roles have different levels of access to materials and actions within the system.
  • Institutional Administrators are administrators at the highest level of an institution. They have all the powers of administrators, but can also set whether or not comments and downloads are enabled for an institution, add custom branding to the appearance of Interfolio, establish case statuses that can be used across an institution, and set up and manage committee voting at an institution.
  • Administrators are the users with the most power within Interfolio Review. They are the only users who can create templates, forms, and cases for the units to which they have access. Administrators can also create users and committees. Administrators can exist at any organizational level, and have the ability to perform administrative functions for all units within their administrative hierarchy.
  • Committee Managers  have the power to move a case either backward or forward after a committee has finished reviewing. In addition, Committee Managers have communication powers within the system; they can e-mail both the candidate and committee members from within the product, and can record committee votes in the program. In order to make a user a Committee Manager, an Administrator must manually select them to serve this role.
  • Committee Members have access to the materials of a case and, depending on settings, may have access to some communication tools in the program. Anyone added to Interfolio RPT is automatically called a “user.” Users have the most basic and restricted access in the system. Once a user is added to a committee, they are often referred to in that context as a Committee Member. A user must be added to a committee in order to view a candidate’s packet, download documents (if allowed), and leave comments (also if allowed) on the particular case they have access to.