Edit Case Review Steps
Case review steps define the structure of the review workflow in Interfolio Review, Promotion & Tenure (RPT). Each step determines who can access the candidate’s materials, which committees participate, what requirements must be completed, and how a case moves through the evaluation process. Unit Administrators and Case Managers can edit review steps within an individual case, while Template Administrators can edit the workflow within a template. These steps (outlined below) cover the steps for managing Case Review Steps when editing an existing case or template and creating a new template.
Edit Case Review Steps
It is recommended to Create a Template using these steps to create a preconfigured workflow aligned with the organization’s review process. Administrators can adjust these steps for specific cases when creating a case based on a template.
Navigate to the Case Review Steps page when editing a case or template to view the full workflow. This page shows each step in order, the committee assigned to it, and the Academic Levels that have administrative access at that step. This allows administrators to see access assignments at a glance across the entire workflow.
Manage Case Review Steps Structure
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Reorder Steps: Select ‘Reorder’ from the ‘Additional Options’ dropdown at the top of the page to drag and drop the steps to rearrange them in the preferred order.
Reordering Case Review Steps is not tracked in the Case Activity Log
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Add Steps: Click ‘+Add Step’ in the upper left-hand corner to specify the name, due date (soft deadline), committee and academic level of a new step.
Only committees that exist at the same unit level where the template was created are available for selection during the Template Creation Process. Committees of child units will not appear. This restriction applies only to the template setup, not on the case end. To use lower‑unit committees in a template create the template at the lower unit level or update the unit of an existing committee while retaining its name.
- Delete Step: A step cannot be deleted while the case is currently routed to that step. Move the case forward or backward before attempting deletion.
Edit Step Details
Click Edit next to the desired case review step to be taken to the Edit Details page.
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Edit Step Details: Edit the step name and due date.
These are soft deadlines which do not lock the case but help set expectations for committee reviewers.
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Manage Academic Level Access: Assign or Recuse Committee Members Case Manager, and Administrator access to the workflow step.
Institutions that use Academic Levels can recuse or grant access to an entire level of individual Administrators and Case Managers.
Manage Committees
Scroll down to the Reviewers section to add, remove, and manage committees, their membership, and requirements. Changes made to standing committees at the case level are temporary and apply only to that case. To make permanent changes, update the standing committee from the Users & Groups page.
If you add a person as an individual reviewer, they will automatically be designated as the Committee Manager for that step. To avoid unintentionally assigning Committee Manager status add the person to a standing or ad hoc committee instead and do not select the star icon (Committee Manager indicator).
Check out this article About Managing Ad-Hoc and Standing Committees for more information on committee management.
FAQs
Can units track cases if their Academic Level is not listed on the case review steps?
No, units cannot track cases if their Academic Level is not included in the case review steps. Access to cases and associated reporting data is determined by the academic levels assigned to each workflow step.
To resolve this add the unit’s Academic Level to the case, or add users from the unit as committee members or reviewers, enabling them to track the case's progress and access related reporting.
Can an RPT Case Step be deleted while the case is currently on that step?
No, attempting to delete a step that a case is currently on will result in an error. The Committee Manager or Administrator must move the case backward or forward to a different step before deleting the desired step.