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Both the Departmental and College Case Facilitators will receive access at the first step of the review process along with the Department Head or Dean in the case of colleges without
departments. At this first step, the candidate will be uploading materials to their case.
Simultaneously, you as case facilitators as well as the Department Head/Dean will be providing any required documentation to the sections indicated as “Provided by Administrator.”
You will receive an email notification when the case is ready for you to add materials. To access the case, follow the link in the email. You can also log in directly to Interfolio here.
Step 1: Upload Required Documents
After selecting the faculty member’s case, you will be brought to the “Case Materials” tab:
Scroll through the “Case Materials” tab to view the listed sections.
Identify the section to which you would like to add a file and expand the section by selecting the blue “>” button:
Select “Add File” next to the appropriate subsection:
The default option on the window that pops up is to select from existing documents that you have uploaded to Interfolio (“Choose Existing”):
More than likely, you will be uploading new files, so select “Add New File:”
Then drag and drop the desired files from your computer into the window or click on “Browse to Upload” to navigate to files saved on your computer. Click “Add” to complete the upload.
Step 2: Locking and Unlocking Sections
Once all required and necessary documents in a “Provided by Administrator” section have been added, the section should be locked. Locking a section disables the ability for a candidate to add, edit, or delete documents for that section. To do this, click on the “Lock” option located to the right of the section headings:
Once a section is locked, it can only be unlocked by you or the Department Head/Dean but not by the candidate.
Step 3: Sending the Case Forward
For colleges with departments, Departmental Case Facilitators and College Case Facilitators are responsible for working together to determine who moves the case forward to the next step in the review process once both required checklists have been completed and the candidate has certified that the dossier is complete.
For colleges without departments, College Case Facilitators are responsible for moving the case forward to the next step in the review process once all required documents and signatures have been added.
To move the case forward, select “Send Case” and from the drop-down that appears, select “Forward to (Next Recipient):”
From the resulting pop-up, select the checkbox next to “Send a message to the reviewers gaining access.”
A generic email message will populate and require a subject (a recommended subject in relation to the process, such as NTTF Promotion – Faculty Last Name).
Once the case has been moved forward to the next recipient, it will be forwarded on to the next step in accordance with the review process described in the Faculty Handbook.
Reading the Candidate’s Case
To review the materials in the candidate’s dossier, listed under the Candidate Packet section, select the “Read Case” button:
You will be brought to a page that looks like this:
From here, you can click on the Candidate Packet section titles located on the left to review the candidate’s materials.
You can also access the Candidate Packet information by scrolling through and expanding each tab on the main page. To expand a tab, click on the “>” button located on the left of the section title you would like to review.
To view the documents within the section, click on the blue title of the document. This will bring you to the packet view above.
