Interfolio Admin Guide: Part 3
Part 3 of this guide provides step-by-step information for the college dossier admin (CDA) on how to add committee members to the steps of a case.
Assign Committee Members
To access Interfolio, go to https://interfolio.usu.edu and login with your A-number and password.
Click Cases in the left-hand navigation to view the case list for your college. Click on a given case to open it.
Click the Case Options button and choose Edit Case.
Scroll to the bottom of the Case Summary page and click Edit next to the Case Review Steps heading.
Each step appears with its assigned committee(s). Click Edit next to the step you need to add committee members to.
Click Add Members below a committee. Start typing the name of a committee member in the Search Users box. For best results, type the most unique part of the name rather than the full name.
When the correct user's name and email address appears, click + Add to add the user as a committee member.
If the user does not appear in the search, click the New button and then type the committee member's first name, last name, and A#@usu.edu address.
You may notice a star next to each committee member, which can be highlighted by clicking on it. Highlighting the star makes that member a committee manager, with administrative capabilities that should come with extra training. For example, committee managers can request external review letters, add votes, upload committee letters, and forward the case to the next step. If you do not wish for a committee member to have these capabilities, leave the star unselected.
Once all committee members are added, click Return to Case Review Steps to continue adding members to later steps.
Ad Hoc vs. Standing Committees
In most case templates, committees are already added to each step as Ad Hoc committees. These are committees that only exist within the case and not outside of the case.
Usually the final review step has a Standing Committee, such as the Central Committee. Standing committees are set up at the system administration level and can be reused in multiple cases.
As a CDA, you may choose to create standing committees for your college containing your department heads and dean to save time adding members.
It is also worth noting that you can add existing Ad Hoc committees used in prior steps to the steps that follow to save time.
Adding a Committee to a Step
To add a committee to an existing step, click Edit next to the step you need to add a committee to.
Click the Add Committee button.
Choose the Standing Committee or Ad Hoc Committee option.
Select the committee from the dropdown menu (if a standing committee) or type a name for the committee (if an Ad Hoc committee) and click Add.
To reuse an Ad Hoc committee, selec the Ad Hoc committee option, click Select an Existing Ad Hoc Committee, then select the committee from the drop-down menu and click Add.