Faculty Affairs and Records

Fulfilling the "Required Item" Condition for Each Case

Updated

FAR has created a new template for Reviewers to use during the PTRC & Dean Review portion of the PTR Evaluation Cycle. Please use the appropriate form for each PTR Review in the upcoming academic year.

Uploading the Completed PTRC Statrment to the "Required Items" box

To find where the required document needs to be uploaded, look in one of two places:

  1. For the number next to the “Case Details” tab in each case, then click “Case Details”
  2. Scroll down to where a box with a purple exclamation is located then click “view”
Candidate Profile: Tuffy Titan - Review, Promotion & Tenure - Interfolio - Google Chrome

The "Case Details" Page

The Instructions Box

After clicking one of the options listed above, read the instructions available for each review step

These instructions will tell you what is expected of you, provide links to useful resources, and list the deadline by which the case must be forwarded to the next review level

NOTE: Make sure to click on the ">" next to "Instructions to expand the section and read the available instructions for your review level if it is not already expanded

The Required Items Box

Just below the instructions box is the "required items" box where you will upload the required documents for this review step

The required document must be uploaded through this SPECIFIC DIALOG BOX.  Simply adding the document to the internal case section specified in the instructions WILL NOT SATISFY the REQUIREMENT

As a result the will not be able to be forwarded by the Department Chair

Process

To upload the PTRC Statement, Click "+Add"

Candidate Profile: Tuffy Titan - Review, Promotion & Tenure - Interfolio - Google Chrome

Click "Browse to Upload"

Make sure to stay on or select "Upload a new file" so that you can select a document from your personal document storage  

Candidate Profile: Tuffy Titan - Review, Promotion & Tenure - Interfolio - Google Chrome

Select your document

This document should come from your personal document storage or from a trusted cloud based document storage service:

Examples:

  1. Dropbox
  2. Google Drive

Give your performance evaluation a CLEAR and LOGICAL naming convention, for example "Dept Chair Evaluation_Titan" if this document is going into Tuffy Titan's Interfolio case

Leave the selected section as "Written Statements of PTRC and Dean"

At this point of the Performance Evaluation upload, you can change the title of the document if you wish to.

Click "+Add"

Check to make sure the upload was successful

Checking the successful completion of the task can be done in one of two places:

Option #1 - on the Required Items Box itself

Option #2 - on the Case Materials page of Each Interfolio Case

On the Case Materials page in each case, once the required document condition has been fulfilled, the number next to the “Case Details” tab in each case and the box with a purple exclamation will disappear.

Candidate Profile: Tuffy Titan - Review, Promotion & Tenure - Interfolio - Google Chrome

Correcting Mistakes

What to do if you upload a required document but didn't add it to the Required Items box

If you add your documents to the Interfolio packet before uploading them through the required items box you can satisfy the requirements by going through the add process outlined above, but choosing the option "select files from case" instead of "upload new file"

Candidate Profile: Tuffy Titan - Review, Promotion & Tenure - Interfolio - Google Chrome
Fixing Mistakes in the Required Items box

If a mistake was made or you need to make a change to the document that you uploaded to the Required Items Box.

Step 1: Click the pencil

Step 2: Then select the option from the drop-down menu that best suits your needs

If you remove the document from the requirement or delete it, a new document will have to be uploaded BEFORE the case can be forwarded

Candidate Profile: Tuffy Titan - Review, Promotion & Tenure - Interfolio - Google Chrome

Notifying the Dean when Duties are complete

When the PTRC Statement is uploaded into the “Required Document” box, the PTRC Chair will need to contact the Dean, to let them know.

This can be done in any number of ways:

  1. Zoom
  2. Email
  3. Text message

Choose which one suits you best.  

Previous Article Evaluating Submitted Material
Next Article Review Step Introduction