Interfolio

For New Users | Resources for Interfolio Users | FAQ | Microlearning Videos

Announcement

Effective September 19, 2024, faculty should NOT enter additional data into Interfolio’s CV Builder, aka Faculty Activity Reporting (FAR) module. 

Faculty should continue to use the Review, Promotion and Tenure (RPT) module for their annual reviews, appointments, promotions, tenure, and transfer of tracks.

  • Faculty will upload a PDF version of their CVs and other documents (e.g. Executive Summary, Clinician Track Impact Report) for annual reviews, consistent with the current process used for appointments, promotions, tenure, and transfer of tracks.


Interfolio is a cloud-based software platform that offers academic institutions a range of services related to faculty hiring, promotion, tenure, and academic workflows. Interfolio is designed to streamline and simplify the often complex and paper-intensive processes involved in managing faculty personnel matters.

All FY25 annual reviews for WashU Medicine will be conducted through Interfolio.

(For Interfolio on the Danforth campus, please visit the Danforth brand on One.WUSTL. )

About Interfolio

Interfolio provides various modules and tools to support universities and colleges in these areas:

  • Promotion and Tenure: Universities use Interfolio to manage the promotion and tenure review process. It assists in collecting and organizing faculty members’ materials, managing deadlines, and facilitating the review and decision-making process. It can help institutions maintain transparency and accountability in these critical matters.
  • Compliance and Accreditation: The platform helps universities ensure compliance with accreditation standards and provides tools for reporting and documentation.
  • Faculty Evaluation and Review: The platform supports performance evaluation and review processes for faculty members. It can help institutions set goals, track progress, and document outcomes as part of ongoing faculty development efforts.
  • Security and Data Protection: Interfolio places a strong emphasis on data security and compliance with privacy regulations, ensuring that sensitive faculty information is handled securely.

For New Users

Accessing Interfolio

Who uses Interfolio: This application is used by WUSM Faculty, Case Managers, and Review Committees.

How to request access to Interfolio:

Resources for Interfolio Users

User Guides

User guides include screenshots and instructions for user convenience.

General User Guides

For Faculty
For Administrators
For Reviewers
For all reviewers
For Ad-Hoc Committees
For Human Resources

MicroLearning Videos

For School of Medicine Ad-Hoc Committee Members, Committee Chairs and Their Administrative Designees

Interfolio – Ad-Hoc Promotions Committee members

Interfolio – Ad-Hoc Promotions Committee Chair and Administrative Designee

For Department Heads, Section Head, or Division Chiefs Completing Annual Reviews

The videos listed below contain the steps that a department head, section head, or division chief needs to complete for a faculty member’s annual review.

Video 1: Navigating to a Faculty Member’s Packet

Video 2: Reading and Downloading a Faculty Member’s Packet

Video 3: Completing the Faculty Member’s Feedback Form

Video 4: Completing the Acknowledgment of Completion Form and Sending the Case Forward

Other Helpful Resources

Training

Interfolio Recorded User Training
Live Interfolio RPT Trainings

The Interfolio project team wants to ensure you feel prepared to navigate Interfolio for all appointments, promotions, and annual review efforts alongside department/division heads and chairs. The project team is happy to provide department-specific trainings or review sessions. If this interests you, please contact the Interfolio project manager.

To add the training to your calendar, select “Add To Your Outlook Calendar” and select “Download” on the next screen in BOX. That’s all you need to do to register!

Faculty Refresher Trainings

This training is a refresher on the tasks faculty will complete in the Review, Promotion, and Tenure (RPT) module for their annual review, appointment, promotion, tenure, or transfer of tracks.

These tasks consist of uploading a PDF of the faculty member’s CV and other supporting documents.

Faculty TrainingDate/TimeCalendar Links
Training Refresher for FacultyTuesday, 12/3, 6 – 7 amAdd To Your Outlook Calendar
Training Refresher for FacultyTuesday, 12/3, 10:30 – 11:30 amAdd To Your Outlook Calendar
Training Refresher for FacultyWednesday, 12/4, 6:30 – 7:30 amAdd To Your Outlook Calendar
Training Refresher for FacultyThursday, 12/5, 6 – 7 pmAdd To Your Outlook Calendar
Training Refresher for FacultyFriday, 12/6, 6:30 – 7:30 AMAdd To Your Outlook Calendar
Training Refresher for FacultyMonday, 12/9, 4 – 5 pmAdd To Your Outlook Calendar
Training Refresher for FacultyMonday, 12/9, 6 – 7 pmAdd To Your Outlook Calendar
Training Refresher for FacultyTuesday, 12/10, 3 – 4 pmAdd To Your Outlook Calendar
Training Refresher for FacultyWednesday, 12/11, 6 – 7 amAdd To Your Outlook Calendar
Training Refresher for FacultyWednesday, 12/11, 8 – 9 amAdd To Your Outlook Calendar
Training Refresher for FacultyThursday, 12/12, 9 – 10 amAdd To Your Outlook Calendar
Training Refresher for FacultyThursday, 12/12, 4 – 5 pmAdd To Your Outlook Calendar
Training Refresher for FacultyFriday, 12/13, 12 -1 pmAdd To Your Outlook Calendar
Training Refresher for FacultyMonday, 12/16, 1:30 – 2:30 pmAdd To Your Outlook Calendar
Case Manager & Admin Refresher Trainings

This training refreshes admins/case managers (administrative assistants to the Department Head, Division Chief, or Section Chief) on the tasks they will complete in the Review, Promotion, and Tenure (RPT) module to create faculty members’ annual reviews, appointments, promotions, tenures, or transfer of tracks.

Case Manager & Admin TrainingsDate/TimeCalendar Links
Case Manager & Admin Refresher TrainingMonday, 12/2, 12 – 1 pmAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingThursday, 12/5, 11 am – 12 pmAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingThursday, 12/5, 3 – 4 pmAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingFriday, 12/6, 8 – 9 amAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingFriday, 12/6, 9:30 – 10:30 amAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingMonday, 12/9, 1 – 2 pmAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingTuesday, 12/10, 9 – 10 amAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingMonday, 12/16, 10 – 11 amAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingWednesday, 12/18, 8:30 – 9:30 amAdd To Your Outlook Calendar
Case Manager & Admin Refresher TrainingWednesday, 12/18, 3 – 4 pmAdd To Your Outlook Calendar

Support

WashU IT Support


Need help accessing or using Interfolio services?

Please contact InterfolioWUSM@email.wustl.edu to request assistance.

Frequently Asked Questions

Why did we decide to use Interfolio?
  • WashU Medicine decided to use Interfolio in response to receiving a citation from LCME related to a lack of consistent, documented annual reviews for faculty. After researching solutions to mitigate this concern, Interfolio was selected as the best-in-class option for systematically conducting and tracking the completion of faculty annual reviews. Given WashU Medicine’s citation, we are required to report back to LCME this summer (2024) on our progress toward addressing the issue.
  • At the same time, the internal systems developed years ago to track appointments and promotions are becoming outdated and need a transition to a more modern platform. Interfolio meets this requirement.
How should I use Interfolio if I am up for promotion?
  • All faculty will upload a PDF of their CV, Executive Summary, and CTIR (If they are on the clinician track) for promotion, tenure, and track changes. 
Do we need to use FAR (CV builder) for our Annual Reviews? 
  • No, effective September 19, 2024, FAR (CV builder) is no longer necessary for Annual Reviews. Faculty will attach a PDF of their CV to their Annual Reviews, consistent with the current process used for appointments, promotions, tenure, and transfer of tracks.
  • Annual Reviews will be completed in Interfolio for the 2024-2025 academic year.
  • Annual Reviews for all faculty are important as a best practice and necessary to comply with LCME accreditation requirements.
What is WashU doing to make Interfolio as useful as possible? 
  • In early 2023, school leaders began working with WUIT to customize Interfolio for WashU Medicine. We developed the Interfolio CV template based on our existing WUSM CV, with specific adjustments to accommodate the new APGAR requirements (including the addition of the Executive Summary and moving many education activities into the CV in preparation for the retirement of the Clinician-Educator Portfolio and adoption of the new Clinician Track Impact Report).
  • Effective September 19, 2024, faculty should not enter additional data into Interfolio’s CV Builder, aka Faculty Activity Reporting (FAR) module.
  • Faculty will attach a PDF of their CV to their Annual Reviews, consistent with the current process used for appointments, promotions, tenure, and transfer of tracks.
  • We developed step-by-step user guides to show faculty and administrators how to use the Review, Promotion & Tenure (RPT) modules. View the user guides.
  • The WUIT team continues to offer live trainings for faculty and administrators. View the scheduled trainings. WUIT is happy to set up convenient training options for your team – just reach out to interfoliowusm@email.wustl.edu 
What testing was done before rolling Interfolio out to all WashU Medicine Departments?
  • A core group of faculty and WUIT experts has been diligently testing all functions of Interfolio. We have provided extensive feedback to the vendor and have customized the program as much as possible for WashU Medicine. Some of our suggestions were easy to adopt – others are not feasible within the system as it currently stands.

Recent News

Interfolio in WashU IT News

Optimized Approach for Interfolio Training and Communication

We appreciate your time invested in using Interfolio and providing feedback. The Interfolio Project Team has learned from your feedback and recalibrated its approach to help you complete your annual review, appointment, promotion, and tenure process in the Review, Promotion, and Tenure (RPT) module in Interfolio. The WUIT team is busy creating short, simplified training […]

Washington University School of Medicine (WUSM) Announces Updates to Interfolio’s Review, Promotion & Tenure (RPT) Module

We are happy to announce that process and technical improvements for Interfolio’s Review, Promotion & Tenure (RPT) module are available. Upcoming Process Changes These updates aim to improve the user experience and streamline the RPT process. Executive Faculty Step For Annual Review, Promotion, and Tenure cases, the case managers will now record the Executive Faculty […]

Using Interfolio for Review, Promotion & Tenure (RPT)

On July 1st we transitioned to using Interfolio’s RPT module for completing annual reviews, promotions, tenure and track changes, and appointments. Since then, our team has answered great questions from faculty, admins, and case managers. Below are the answers to a few frequently asked questions for your convenience. Note: The Interfolio project team wants to […]

Washington University School of Medicine (WUSM) Will Launch Interfolio’s Review, Promotion & Tenure (RPT) Module July 1st

Monday, July 1st, 2024, marks the school-wide launch of Interfolio’s Review, Promotion & Tenure (RPT) module. Early adopter departments have been successfully using RPT since Spring 2024. RPT is Interfolio’s faculty-friendly, convenient, and secure online tool for academic evaluation.  What is RPT? Interfolio’s Review, Promotion and Tenure (RPT) module is required to complete your annual […]

Washington University School of Medicine (WUSM) Welcomes Interfolio’s Review, Promotion & Tenure (RPT) July 1st, 2024

WashU IT is excited to announce the school-wide launch of Interfolio’s Review, Promotion & Tenure (RPT) module on July 1st, 2024. Early adopter departments have been successfully using RPT since Spring 2024. RPT is Interfolio’s faculty-friendly, convenient, and secure online tool for academic evaluation.  Review, Promotion & Tenure (RPT) The Review, Promotion and Tenure (RPT) […]