Faculty Affairs and Records

New Users: Adding Material to a Review Packet

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Breakdown of an Active Review Packet

After you open your assigned review packet from either the "Home" or "Your Packets" screen in Interfolio it will default into "Overview Mode".

There are several functions available while in "Overview Mode", which might be helpful when you are starting a new review, such as:

  1. The ability to View the Packet Instructions
  2. The ability to Preview the packet before submission
  3. *Most Importantly, the ability to put your packet in "Edit" mode to start adding materials  
    1. This can be done by clicking either "packet" or "edit"

Materials can only be added to sections within an Active Review Packet when the packet is in "Edit" Mode

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As you have been working on your packet, do you notice a difference between the circles in the review packet sections?

  • A completely green circle means that the minimum number of required documents has been uploaded to this review packet section
  • A half-green, half-gray circle means that either nothing has been uploaded to this section or the minimum number of required documents has not been met

Breakdown of a Review Packet Section in Edit mode

In edit mode each review packet section will have several details included in it, such as:

  1. What kind of documentation is required
  2. The minimum number of documents
    1. 1 required = only one document is required to be uploaded
    2. 1+ required = at minimum one document is required to be uploaded, but more can be
      1. there is no number limit on how many documents can be uploaded to sections that have "1+ required" designated
  3. Instructions with a more detailed description of what is required and useful links where possible.
  4. The Add Button - to start adding documents
  5. The Preview button - this button allows you to see your documents the way your evaluators would and check for mistakes/ formatting issues
  6. The Submit button - this button should only be pushed when you are done uploading  

Adding New Materials to a Review Packet Section

Once you have put your active review packet into "Edit" mode it is time to start uploading your materials for evaluation.

Document Types that are accepted by the Interfolio platform:

  • .doc (Microsoft Word Doc)
  • .docx (Microsoft Word Doc)
  • .xls (Microsoft Excel workbook)
  • .xlsx (Microsoft Excel workbook)
  • .ppt (Microsoft PowerPoint)
  • .pptx (Microsoft PowerPoint)
  • .txt (text file)
  • .pdf (Adobe PDF)
  • .dot
  • .odt
  • .wpd
  • .rtf
  • .html

For more in-depth information on how to Log in to Interfolio or how to find your Interfolio review packet please refer to their corresponding tutorials in previous chapters.

Tips for making uploading your documents easier

  • Have all your documents downloaded, stored, and organized BEFORE you start uploading
  • Upload documents in small batches

Uploading in small batches is particularly useful for SOQ data, so if files need to be rearranged they are in a manageable load

  • Upload your documents to your active Interfolio Review packet well in advance of the submission deadline.
  • The Interfolio platform has an automatic save function built-in

Documents larger than 100MB will not upload to Interfolio, make sure your documents are optimized for size or split them into smaller documents.

Documents are uploaded into the Interfolio platform by order of File SIZE, NOT File NAME.

  • The smallest documents will be uploaded first and the largest last

MP3 and MP4 files are NOT supported by the Interfolio Platform

  • Video files can be submitted for evaluation, but they must be uploaded as web links to videos hosted on YouTube or Vimeo

Adding Documents from your personal document storage

Adding Documents from Dossier

As a CSUF Faculty member, in addition to Interfolio's Retention, Promotion, and Tenure platform (Interfolio for short) where you upload your materials for your evaluations.  You also have access to a second Interfolio product called "Dossier".

Dossier functions as a cloud-based digital safe that you can use to store, arrange, and edit documents for current and future reviews.  

It is accessed by using your CSUF credentials and no one can see or access what is stored there unless you grant permission or submit the materials through an active review packet. Click here, to view a more in-depth article on how to use Dossier for Evaluations.

As a New User to Interfolio you can utilize a tool on the Interfolio Retention, Promotion, and Tenure platform to add documents to your review packet from Dossier.  The tool is called "collections".  

Using "collections" will require you to do some prep work in the Dossier application beforehand, the tool will be useless without it, and it is encouraged that you read the article linked above.    

This portion of the article will assume that you are familiar with Dossier and have already pre-populated your "collections" with documents.  

Uploading Missing Material After Submission

Sometimes after you have submitted an Interfolio review packet you will be contacted by your Department Chair regarding missing material from your packet and the opportunity he or she is extending to add it before the packet passes into the DPRC evaluation stage.

This opportunity will not be presented by all Department Chairs , but when it is follow the process outlined below.

Process

1. Log into Interfolio

2. Open your most recently submitted packet

This is a screenshot of the "Your Packets" screen, but the packet can also be accessed from the "Home" dashboard as well

Your Packets - Apply - Interfolio - Google Chrome
2.1. Put packet in "edit" mode

Click either "packet" or "view" to put the packet in edit mode  

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3. Scroll to the section that is listed as "unlocked"

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3.1. Click the ">" next to the number to expand the section

Collapsed Section

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Expanded Section  

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4. Add missing material using the same tools used prior to submission

These will be the "add", "edit", and "remove" tools

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5. Re-submit section by the deadline given by your Department Chair

Click the "submit" button, click"yes" in the Confirmation dialog box, and the section will be re-submitted  

Apply - Interfolio - Google Chrome
Apply - Interfolio - Google Chrome
Apply - Interfolio - Google Chrome
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