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Submitting a Portfolio to Interfolio

Interfolio is a secure, user-friendly interface that allows candidates to apace and hands assemble a package of materials for their review and submit these materials online. This article explains what to expect as the candidate of a review conducted using Interfolio'south Review, Promotion & Tenure service.

Please refer to the SB: 1415-nine Revisions to Senate Bill03/04-1 Bill Clarifying the Criterion and Procedures for Renewal, Tenure, and Promotion Evaluation and Professional Assessment of AAUP Bargaining Unit Members located in the University Senate SharePoint site. https://myeasternct.sharepoint.com/Senate/Shared%20Documents/Commonly%20used%20documents/SB-1415-nine.pdf#search=didactics%20and%20load

Interfolio back up is available at help@interfolio.com or by calling (877) 997-8807 (press option two),Monday – Friday,nine am – 8 pm Eastern Time.

The Basics

Key Terms inside Review, Promotion, and Tenure
Signing in to Interfolio
Dashboard overview

Case grooming and submission

Dossier Overview and Collections
When and How Is My Instance Created?
Using Guidelines and Collections
View your parcel instructions and requirements
Accessing Your Active Packets
View Your Instance
Creating Your Portfolio
Previewing Your Portfolio
Organizing Your Portfolio
Submitting Your Candidate Packets

For additional information regarding:

Accepted file types and document types, please visit the Interfolio Assist Eye
Your Dossier, please visit Interfolio's Help for Your Dossier
Interfolio Review, Promotion & Tenure, please visit Interfolio'south Help for Interfolio Review, Promotion & Tenure

Key Terms within Review, Promotion, and Tenure

Review, Promotion & Tenure (RPT)

Interfolio Review, Promotion & Tenure is an online platform for carrying out formal faculty reviews in a shared governance context, built to aid academic institutions ensure that these processes are transparent, equitable, efficient, and well-documented.

Cases

The edifice blocks of the RPT module that allow administrators to create standardized, repeatable processes for all review types at their institution, colleges, schools, and departments. Templates tin can be created centrally or copied down to specific unit for customization.

Packet

The drove of materials by which a candidate is being reviewed (documents and other files). The packet is divided into sections which can be worked on and submitted independently of one another. All materials submitted in the bundle will be copied to the candidate'south Dossier for tape keeping.

Dossier

A tool for all faculty to store and manage job, fellowship, and promotion or review documents in one place. The Dossier will human action as the central archiving tool for your candidate's materials. All information submitted for a review will be copied into the faculty Dossier for archiving or reusability purposes. You Dossier is private and portable, meaning it cannot be seen past your institution and it is yours to keep even if yous change employment.

Signing in to Interfolio

All full-time kinesthesia members may access their account past logging into Eastern'due south Office 365 portal page or you lot tin can also go to www.interfolio.com.

From Role 365 portal page:

Log into Eastern's Function 365 portal page (https://www.office.com/apps?auth=two&dwelling house=1) and search for Interfolio in the search bar at the acme of the screen. One time found, click on the icon.

From Interfolio.com:

Click on Partner Establishment.
Start typing Eastern Connecticut in the search field and choose Eastern Connecticut State University from the list.
Once Eastern Connecticut State University is selected click Sign In.

Note: You take both an institutional account and a personal Dossier account. Your Eastern institutional account is where your case resides and where you submit your portfolio for review. Your Dossier acts equally the cardinal archiving tool for your candidate's materials.

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Dashboard

Navigation Menu: Expand or collapse the menu.
Packets: View active and completed packets hither.
Cases: If y'all are on a committee, the cases you are assigned will appear here.
Account Options: Access your dossier or RPT account Complete your user contour find our help site or sign out of your account
Action Items: This is when your packet is due y'all must submit earlier this date the menu
Account Options: Access your dossier or RPT account Complete your user profile find our aid site or sign out of your business relationship

Under your Account Options y'all can:
- Access your dossier or Eastern'south RPT account
- Complete your user profile
- Find Interfolio's help site
- Sign out of your account

Dossier Overview and Collections

Your Personal Dossier

Interfolio Dossier is an online platform for scholars to collect and curate scholarly materials, request and receive confidential letters of recommendation, and prepare for upcoming evaluations. Y'all can as well share your Dossier materials (with the exception of the letter of the alphabet of recommendation) and your collections of materials with other users at your establishment. Your Dossier never expires and Interfolio volition shop your documents indefinitely.

Notation: Your Dossier is individual and cannot exist seen by your institution.

To Access Your Dossier

Select your proper name at the top right paw corner of the screen so select "Interfolio Dossier."

The Dossier Dashboard

Navigation Menu: Aggrandize or collapse the carte.
Deliveries: If you lot have used your dossier to ship materials to external applications or have use Interfolio kinesthesia search to apply to positions in the past those applications and records tin can be found hither.
Messages: Letters of recommendation that y'all take asked others to write and requests for letters of recommendation that you take received from others will appear here.
Materials: You lot can store a variety of materials in your Dossier business relationship including letters of recommendation, supporting documents such every bit CV's and cover letters and examples of your writing and inquiry.
Collections: You tin can organize the material in your dossier by creating collections of related materials these collections tin be shared with a mentor at your institution for feedback or use when populating a case for review
Shared with me: Materials and collections that take been shared with you for review and feedback will appear here
Account Switcher: Switch dorsum and along from your dossier to RPT from the business relationship Switcher
Profile: Complete your profile and upload your picture

Collections

Collections are a way for you to organize your materials in your Dossier to assist set for your upcoming reviews. You can also share your materials and collections with other users at your establishment to review and provide feedback.

Select "Add Collection" to create a new collection of your materials. You can add existing materials or upload new ones from your estimator. One time the collection is created y'all can cull to share information technology with other users at your establishment.

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Farther Dossier Help Manufactures

For more information regarding your Dossier, click here.

To learn more about creating a drove of your materials, click hither.

When and How Is My Case Created?

Since Eastern uses Interfolio Review, Promotion, & Tenure to behave reviews online, you volition be asked to submit a parcel of review materials through Interfolio. Earlier you begin, an administrator will create a case for you lot that includes instructions for submitting your parcel with all the required documents and forms. The cases are created co-ordinate to the review bicycle dates as noted in Eastern'due south AAUP contract agreement. You volition exist notified that your instance is prepare via email.

When you receive the notification email you tin select "View Case" in your email.

When y'all select "View Case" in this email yous will be taken to your Interfolio account which you will apply to collect and submit materials for your parcel. If you already have an Interfolio account, the "View Instance" button will take you to your business relationship dashboard. Notation: Your Interfolio account uses O365 user Eastern credentials.

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Preparing For Your Side by side Review using Guidelines and Collections

If Eastern has enabled the Guidelines feature, you can view the guidelines and requirements of upcoming reviews and create a collection to prepare your materials for that review.

Guidelines Aid Commodity

To larn more about using Guidelines to create a collection, click here.

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View your packet instructions and requirements:

Accessing Your Active Packets

In one case a case has been created for your review past an administrator, you lot will receive an e-mail notification. Select "View Case" from the notification or log in to your Interfolio account to be taken to your active package.
Admission your case past clicking "View Case" in the email that was sent to notify you that your instance was ready.

Or access your case past signing in into your Interfolio Institutional account.

Y'all might be presented with the options beneath: your institutional account, Eastern Connecticut Country University, will bring you to your case and the Dossier is your personal online file repository.
You have both an institutional account and a personal Dossier account. Select your institutional account when prompted to access your case.

View Your Case

Yous should encounter an Action Item for this review appear on you Dashboard likewise equally within your Packets option on the navigation menu.
Click the link to "Your Packets" from the navigation bar, or use the link in your homepage activity items
*Not seeing it? If y'all do non see this in your navigation bar, you might exist on the Dossier page, switch accounts using the account menu at the superlative right of the folio.

Creating your portfolio

Select the packet you want to work on

Tip: Yous tin can view past packets in the section below the Active Packets
You will come across an "Overview" folio listing the required materials and forms you will demand to add together to your packet. Click "View Instructions" to read instructions provided by your institution for assembling and submitting your package

Your bundle will probable be divided into sections, each with a list of materials you will need to upload in order to complete each section. If a due date has been prepare, you volition also see the due appointment. Each section of the packet tin be submitted once all requirements for the section have been met.
Add files to satisfy parcel requirements:
1. Click the "Edit" button for the section to which yous want to add your files
2. Click "Add together" side by side to the requirement
3. On the "Choose Existing" tab you tin can add existing files you take already uploaded to your Dossier
4. Or you can add new files including video and webpages:
  When uploading files, make certain you lot give the materials in your bundle a meaningful title because reviewers will run across the titles you provide as bookmarks to the left of the page when reviewing your documents. By default, the name that volition appear to reviewers is the name of the file equally you upload it, only you tin also edit the title of a file afterwards adding it to your bundle.
  
  Y'all can add files from packets yous have submitted for previous reviews run through RPT:
  
  Or, y'all tin can add files from collections yous take created in your Dossier:
  
  If yous need to edit or replace a document, click the "Edit" activeness
  
  You lot can edit the title of the file, or click "Replace" to choose a new file to replace it.

Previewing Your Portfolio

You can preview completed packet sections or your entire package before submitting. You lot tin preview how your packet volition announced to reviewers. The preview shows exactly how the packet you are submitting will appear to your committee. Click "Preview Parcel" at the top right of the folio.

Y'all can click to select multiple sections and preview the selected sections in the document reader

You can also preview private sections of the packet

-and- preview individual documents past clicking the document title

Organizing Your Material

Drag-n-driblet required documents on the packet tab:

You tin motility one or more fulfillments from one requirement to another
You lot can reorder fulfillments within the same requirement
However, you can't move or rearrange fulfillments in a locked requirement

Locked Sections

If a department is labeled equally "Locked," this means your establishment has opted to restrict editing after submission. Please contact an ambassador at your establishment if yous take questions about a locked section.

Submitting Your Candidate Packets

It is possible to submitt sections individually at different times, withal, we suggest you wait to submit your portfolio until you have completed all the requirements in all the sections then submit all the sections at one time.

When you submitting your portfolio, if a section doesn't accept the required number of materials, you volition see a window with a bulletin that about missing items needed to submit:

When submitting a single section that meets the required number of materials, you will see a confirmation message shown below:

After you lot successfully submit a section, you will see a confirmation detect in lower left corner of browser indicating that the section is now available to the advisable committee members for review.

NOTE: Interfolio have as well taken measures to prevent you lot from adding more than the required number of documents for a given document requirement earlier submitting your packet. When you add together more than documents than the required number, the number added changes color and is bolded to depict attention to the error.

If you attempt to submit a section with too few or too many materials for the given requirements, you volition meet a bulletin indicating if the outcome is likewise many or also few requirements. With the text: "Y'all can submit the section in one case you lot accept corrected any issues and added materials to encounter the requirements for the section."

Further Candidate Feel Assist Manufactures

To acquire more than about your experience as a candidate and completing your parcel, click here.
For more aid on using Collections from your Dossier to satisfy packet requirements, click here.
For the full Candidate'south Guide to RPT, click here.

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Source: https://easternct.makekb.com/entry/548/