General Information

Key Terms for Interfolio and Case Review Process

A few terms are used in this site's tutorials to refer to Interfolio's structural components and the way it is managed at USU:

  • Case: A candidate’s portfolio, submitted for retention, promotion, or tenure review, is called a case. (Historically USU has referred to this portfolio as a dossier, but Interfolio uses the term dossier for another part of its system—described next.)
  • Dossier: Interfolio Dossier is a part of the system that allows faculty to keep an ongoing, always editable collection of evidence for later reference and use. Faculty can organize materials from their dossier into a case (described above), which they submit for review in the tenure and promotion process.
  • College Dossier Admin (CDA): An individual selected at the college level who has the ability to create cases in Interfolio, add committee members, forward a case from one step to another, and upload committee files.
  • Case Materials: Three types of materials can be included in an Interfolio case: 1) candidate documents: files the candidate adds to a case that both the candidate and committee members can see, 2) committee files: documents an admin adds to the case, which can be seen only by committee members unless intentionally shared with the candidate, and 3) forms, which can be custom-created to collect specific information from the candidate.
  • Case Steps: After a candidate organizes materials into a case and submits it for review, the case passes through a workflow of steps. At each step, specific reviewers are granted permission to view the case. They provide recommendation letters and votes to an admin at the college level, who loads the information into the case, shares the recommendation letter with the candidate, and forwards the case to the next step.
  • Committees: Each step a case passes through has assigned committees whose members have permission to view the case during the step. The college dossier admin adds members to a committee. A committee can consist of one or more people.
  • Templates: Cases are not typically set up from scratch, but created using an available template. A template provides a standardized case structure, familiar to most reviewers, that can be modified by the CDA as needed.

More Help Resources

The guides on this page are supplemented by additional help resources, including the following: