Interfolio
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Department Liaison List (spreadsheet) | Log in to Interfolio for WUSM
Announcement
Effective September 19, 2024, faculty should NOT enter additional data into Interfolio’s CV Builder, aka Faculty Activity Reporting (FAR) module.
- Faculty who have already entered their data into FAR can download their information into a Word or PDF document at any time.
- Please refer to the Interfolio – Exporting Your CV and Executive Summary Quick Guide for steps and screenshots.
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.
Accessing Interfolio
Who uses Interfolio: This application is used by WUSM Faculty, Case Managers, and Review Committees.
How to request access to Interfolio:
- Faculty are automatically provided access and can log in through One.WUSTL.
- Staff members who need access for case management and reporting should complete the Interfolio User Admin Request form in ServiceNow.
Resources
Medical School Faculty
Videos
- Video 1: Preparing for Your Annual Review
(Length: 1.5 minutes) - Video 2: Uploading Your CV and Other Documents and Completing Your Self-Evaluation
(Length: 4 minutes) - Video 3: Downloading Your Annual Review Feedback and Completing Your Final Tasks
(Length: 2.5 minutes)
Documentation
Questions from the Interfolio Self-Evaluation Form
Word document with questions from the Interfolio Self-Evaluation Form
How the Annual Review Process Works
Overview of the Interfolio Annual Review Process (PDF)
The Quick Version of How to Complete Your Annual Review
Quick Guide – Completing Your Annual Review in Interfolio (PDF)
The Fully detailed Version of How to Complete Your Annual Review
Full User Guide – Annual Review Process in Interfolio for Faculty (PDF)
Video
Video: Completing Your Appointment, Promotion, Tenure, or Transfer of Tracks
(Length: 3.5 minutes)
Documentation
Promotion Processes
High-Level Overview of the Promotion Processes in Interfolio (PDF)
Appointment Processes
Summary of the Appointment Processes (PDF)
The Quick Version of How to Complete Your Appointment, Promotion, Tenure, or Transfer of Tracks
The Fully Detailed Version of How to Complete Your Appointment, Promotion, Tenure, or Transfer of Tracks
Full User Guide – Appointments, Promotions, Tenure, and Transfer of Tracks for Faculty in Interfolio (PDF)
Reviewers
Videos
- Video 1: Navigating to a Faculty Member’s Packet
(Length: 1.5 minutes) - Video 2: Reading and Downloading a Faculty Member’s Packet
(Length: 3 minutes) - Video 3: Completing the Faculty Member’s Feedback Form
(Length: 2 minutes) - Video 4: Completing the Acknowledgment of Completion Form and Sending the Case Forward
(Length: 2 minutes)
Documentation
Questions from the Interfolio Evaluation Feedback Form
Word document with questions from the Interfolio Annual Evaluation Feedback Form
How the Annual Review Process Works
Overview of the Interfolio Annual Review Process (PDF)
The Fully Detailed Version of How to Complete Your Part of an Annual Review
Videos
- Video 1: Navigating to a Faculty Member’s Packet
(Length: 1.5 minutes) - Video 2: Reading and Downloading a Faculty Member’s Packet
(Length: 2.5 minutes) - Video 3: Completing the Tasks Assigned to You in Interfolio
(Length: 2 minutes)
Documentation
How the Promotions Process Works
High-Level Overview – Promotions Process in Interfolio for the Ad-Hoc Promotions Committee (PDF)
The Quick Version of How to Complete Your Part of an Appointment, Promotion, or Transfer of Tracks
The Fully Detailed Version of How to Complete Your Part of an Appointment, Promotion, or Transfer of Tracks
Documentation
The Fully Detailed Version of How to Complete Your Part of a Case
Videos
Ad-hoc promotions committee members should read a faculty member’s case before the committee meets. Refer to the video below.
- Video: Ad-Hoc Promotions Committee members (Length: 2 minutes)
After the ad-hoc promotions committee meets, the committee chair or their administrative designee must complete a voting summary form in Interfolio for each faculty member under review. Refer to the video below.
- Video: Ad-Hoc Promotions Committee Chair and Administrative Designee (Length: 3 minutes)
Documentation
How the Promotions Process Works
High-Level Overview – Promotions Process in Interfolio for the Ad-Hoc Promotions Committee (PDF)
The Quick Version of How to Complete Your Part of a Promotion
Quick Guide for the Ad-Hoc Promotions Committee Chair and Administrative Designee (PDF)
Quick Guide for the Ad-Hoc Promotions Committee Members (PDF)
The Fully Detailed Version of How to Complete Your Part of a Promotion
Full User Guide – Appointments, Promotions, Tenure, and Transfer of Tracks in Interfolio for Reviewers (PDF)
Videos
- Video 1: Navigating to a Faculty Member’s Packet
(Length: 1.5 minutes) - Video 2: Reading and Downloading a Faculty Member’s Packet
(Length: 2.5 minutes) - Video 3: Completing the Tasks Assigned to You in Interfolio
(Length: 2 minutes)
Documentation
How the Promotions Process Works
High-Level Overview of the Promotions Process in Interfolio (PDF)
The Quick Version of How to Complete Your Part of an Appointment, Promotion, or Transfer of Tracks
The Fully Detailed Version of How to Complete Your Part of an Appointment, Promotion, or Transfer of Tracks
Administrators/Case Managers
Videos
- Video 1: Creating a Case
(Length: 4.5 minutes) - Video 2: Adding Reviewers to the Case
(Length: 4.75 minutes) - Video 3: Reviewing and Closing a Case
(Length: 2.25 minutes)
Documentation
How the Annual Review Process Works
Overview of the Interfolio Annual Review Process (PDF)
How to Add a Review Step to a Case
Quick Guide – Adding Another Reviewer Step to a Case (PDF)
The Fully Detailed Version of How to Create and Manage an Annual Review
Full User Guide – Annual Review in Interfolio for Case Managers (PDF)
Videos
- Video 1: Creating a Case (Length: 4.5 minutes)
- Video 2: Adding Reviewers to the Case (Length: 4.75 minutes)
- Evaluations: Request through Interfolio and/or add files.
- Video 3a: Requesting Evaluations for a Case in Interfolio (Length: 5.5 minutes)
- Video 3b: Adding Evaluations to a Case in Interfolio (Length 3.5 minutes)
- Optionally, you can add the faculty member’s CV and supporting documentation on their behalf. (Consult with your department about this process option.)
- Video 5: Completing the Steps Assigned to You (Length: 2.75 minutes)
- Video 6: Sending Cases to the Ad-Hoc Promotions Committee (when required) (Length: 2.5 minutes)
- Video 7: Reviewing and Closing a Case (Length: 2.25 minutes)
Documentation
The Steps and Candidate Requirements for All Processes in Interfolio
Appointment, Promotion, Tenure, and Transfer of Tracks Processes (PDF)
Promotion Processes
High-Level Overview of the Promotion Processes in Interfolio (PDF)
Appointment Processes
Summary of the Appointment Processes (PDF)
How to Add a Review Step to a Case
Quick Guide – Adding Another Reviewer Step to a Case (PDF)
The Fully Detailed Version of How to Create and Manage an Appointment, Promotion, Tenure, and Transfer of Tracks
Documentation
The Quick Version of How to Track the Status of Cases
Quick Guide – Tracking the Status of Cases for Your Department or Program in Interfolio (PDF)
The Fully Detailed Version of How to Track the Status of Cases
Full User Guide – Reporting in Interfolio for Administrators (PDF)
Other Helpful Resources
Training
Recording of Instructor-Led Faculty Training on 12/05/2024 (video)
Recording of Instructor-Led Case Manager Training on 12/09/2024 (video)
Support
Need help accessing or using Interfolio services?
Please contact InterfolioWUSM@email.wustl.edu to request assistance.
Frequently Asked Questions
- 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.
- 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.
- 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.
- 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
- 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.