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Process Training

Welcome to the University of Washington’s Review, Promotion and Tenure (RPT) system process training. This resource page currently covers process training for Template Management, an essential components of the new digital workflow for faculty advancement. Case Management training resources will be available shortly. The RPT system is designed to streamline and standardize the promotion and tenure procedures, ensuring consistency and efficiency across all departments and campuses. This summary provides key information on creating and managing templates, initiating and progressing cases, handling documents, and managing committees.

Review, Promotion and Tenure Template Management

Templates

The following slides provide an overview of the UW RPT template, including template types, the foundational template, and how to clone and customize templates while maintaining required institutional elements.

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Candidate Requirements

The following slides provide an overview of case review steps in the UW RPT process, covering key actions taken by committees or individuals, examples of common review steps, and instructions on how to add and manage case review steps effectively.

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Case Review Steps

The following slides provide an overview of case review steps in the UW RPT process, covering key actions taken by committees or individuals, examples of common review steps, and instructions on how to add and manage case review steps effectively.

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Instructions

The following slides outline the purpose and guidelines for adding instructions in the UW RPT process, including how units can add custom instructions while preserving those inherited from the foundational template.

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Required Documents

The following slides cover the guidelines for required documents in the UW RPT process, explaining how to manage candidate and reviewer submissions, add additional document requirements, and provide clear descriptions to guide reviewers.

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Required Forms

The following slides explain the role of required forms in the UW RPT process, covering types of forms, guidelines for adding additional forms, and instructions on how to create and include forms for specific review steps.

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Settings

The following slides outline the purpose of settings in the UW RPT process, focusing on how to manage case movement permissions and ensure that only designated users can move cases between review steps.

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Replacing a Committee

The following slides explain how to replace a committee at the template level in the UW RPT process, providing steps for updating committees and highlighting the importance of caution to avoid losing submitted materials.

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Avoiding Big Potholes

The following slides highlight common mistakes to avoid in the UW RPT process, emphasizing the importance of not altering foundational template components to prevent compliance issues and potential setbacks.

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