As a PTR Reviewer there are 2 methods to move submitted PTR Portfolios to the next review level, by the annual deadline published in the FAR evaluation time tables.
Once cases are forwarded in the PTR cycle the Reviewer who forwarded them will normally lose access to the cases and all their materials. The only exception is when two or more review committees have access to the case at the same point in the workflow.
After logging in, click on an individual faculty name to open a case that has been assigned to you as a reviewer using the methods described in the earlier article about how to find your assigned cases:
- Search for them on your “Home” page
-
Search for them under “Cases” using either
- The search box
- The filter options
Option #1: Home Screen
Option #2: Cases Screen
Once you have opened the individual case that you want to forward complete the following steps:
1. Click the blue “send case” button at the top right-hand corner of the screen
2. Click the “Forward To PTRC and Dean Review” option from the drop-down menu
3. On the Interfolio message interface keep the "send message” option checked and fill in the required parts of the message
4. Click “Continue”
Please NOTE: this method for moving cases forward is very useful if the Interfolio server is slow in opening up individual cases or if the Send Case button is non-responsive
1. Use the Filter options to find all cases that are assigned to you
2. To forward multiple cases you, as the reviewer, have two options:
- Forward all cases assigned to you by clicking the checkbox at the top of the filtered search results
- Forwarding groups of cases (but not all) by clicking the check-boxes next to names of faculty members
3. Click “Send Forward”
All required documents have to be uploaded for all selected cases before this step can be completed
4. On the Interfolio message interface keep the "send message” option checked and fill in the required parts of the message
5. Click “Send”
