What is Interfolio?

Interfolio is a Faculty Information System that supports faculty activity reporting, accreditation, faculty review, promotion and tenure workflows, and more. Interfolio is being implemented by the Provost’s Office to modernize, streamline, and improve faculty affairs processes. 

Graphic showing the Interfolio Review, Promotion and Tenure workflow. This information can be found in the Interfolio guides.

Implementation at CSU

We are currently in preparation for PHASE TWO of Interfolio implementation at CSU. Employee data from Human Resources has been uploaded to our Interfolio database and will be routinely updated to reflect HR’s most up-to-date employee information.

Now, the implementation team is migrating data from Digital Measures to Interfolio’s Faculty Activity Reporting (FAR) module — see Phase Two below for more information on FAR. The data migration from Digital Measures to Interfolio will be finalized December 31, so please be aware that no data entered into Digital Measures after December 31, 2023 will be transferred to Interfolio. Digital Measures users will not lose access to their Digital Measures account.

Users will gain access to Interfolio’s Review, Promotion & Tenure (RPT) module in December 2023. Once the data migration is complete, the implementation team will configure and internally test the FAR module, and all users will be able to access the FAR module in February 2024.

Phase One

Spring 2023: The College of Agricultural Sciences (CAS) and the College of Health and Human Sciences (CHHS) piloted the new workflow system for faculty annual evaluations, using Interfolio’s Review, Promotion, and Tenure (RPT) and Dossier.

  • Review, Promotion & Tenure (RPT): This module is used to conduct faculty evaluations including annual reviews, comprehensive reviews, promotion, and tenure through the collection of review materials and approval workflows. 
  • Dossier: All Interfolio users have access to a private online platform to collect scholarly materials, request and receive confidential letters of recommendations, and prepare materials for reviews. 

Phase Two

December 2023 – February 2024: All users will gain access to Interfolio and the RPT module in December. The CSU implementation team is currently working with Interfolio to configure and activate Faculty Activity Reporting (FAR), which will be made accessible to all users in February. 

  • Faculty Activity Reporting (FAR): This module enables faculty to collect faculty activity data and materials through Interfolio’s Data Service and to generate CVs. Staff and administrators will be able to use FAR to pull reports for accreditation, program reviews, and more.
  • Faculty data that will be in Interfolio:

    • Faculty profile data auto-uploaded from University source systems.

    • Bibliographic data about faculty scholarship pulled via the Data Service integration with ORCID, Web of Science, PubMed, OpenAlex, and CrossRef.

*Data entered into Digital Measures after December 31 will need to be manually updated in Interfolio.

Phase Three

Spring 2024: All users will use the RPT workflow system for annual faculty evaluations and comprehensive reviews. 

Getting Started

For Dossier and Review, Promotion & Tenure:

For Faculty Activity Reporting:

  • Instructions coming soon. The CSU implementation team is currently working with Interfolio to configure and implement Faculty Activity Reporting.  

Training, Resources & Product Help for Interfolio

Overview of User Roles in Interfolio

Institutional Administrators: administrators with University-level access in the Interfolio system. These administrators have access to all users and groups, templates, and cases across units.

Unit Administrators: unit administrators can exist at different levels, so there may be unit administrators at both the college and department levels. Users with Unit Administrator permissions are able to access documents, email candidates and committees, move cases forward or backward, create templates and forms, and can create cases for the units they have access to. 

Committee Members: these users must be added to a committee to view a candidate’s packet and download documents on the cases that they have access to.

Committee Managers: these users have the same capabilities as a committee member and can also move cases backward or forward in the workflow (after the committee has finished reviewing it). They can email the candidate and committee members from within Interfolio and can record committee votes. In order to make a user a Committee Manager, a Unit Administrator must manually select them to serve this role. 

Candidate: any user for whom a case has been opened in Interfolio — the faculty member being evaluated or reviewed. 

More Information

We encourage you to explore Interfolio’s webinars to learn more about the Interfolio products implemented at CSU.

Contact

Technical Support — Interfolio Scholar Services Team: [email protected]

Provost’s Office Contact: [email protected] 

Campus Communications

Graphic showing the Interfolio Review, Promotion and Tenure workflow. This information can be found in the Interfolio guides.

‘We just have to get there’ — benefits of Interfolio to outweigh transitional challenges