Creating cases in Interfolio RPT

Creating a case

Unit Administrators can create cases for individual faculty members.

1. Navigate to the "Cases" tab on the left-hand navigation bar.
2. Select "Create Case" in the upper right
3. Search for the Candidate’s name, for internal candidates select “Yes, the candidate will be involved during the case”, select the Unit, and click “Confirm”. External candidates will need to be added to Interfolio prior to appearing in this search box and you should select “No” for “Will the candidate be involved in this evaluation”.
4. Next, select the appropriate template for the case type. In order to view the full list of case templates, you should always use the case setting type empty. Click “Save and Continue”. For internal candidates, at this step you can select a Packet Due Date (the final materials deadline from the Materials Request Letter) and add the relevant sections of the Materials Request Letter to the Candidate Instructions box (adding this deadline is mandatory for internal candidates). For external candidates, you may skip these sections. Candidates should never be allowed to add their own sections.
5. Click "Continue" through the remaining sections.

Replacing placeholder committees

*Only committees with the word "PLACEHOLDER" in the name should be replaced. Do not replace committees without this word in the name.

1. After creating a case, you must edit the case to replace all placeholder committees in the case steps.
2. To edit the case, navigate to the case and select “Edit case” from the “Case options” dropdown on the upper right.
3. Navigate to case review steps and select "Edit" on the right side.
4. Replace each committee with the word "PLACEHOLDER" in the title by selecting "Edit" on the particular step, click "options" and "replace committee". Select the appropriate standing committee for the step. Contact fas.dean@yale.edu if you are unsure which standing committee to select.
5. If a standing committee does not exist for the particular step (commonly the department review committee), you must replace the committee with an ad hoc committee. To do so, select an "ad hoc committee" and name the committee appropriately.
6. Populate the ad hoc committee with the appropriate members after creation by selecting "Add Members".