In Interfolio, the term template refers to two different tools used during the promotion and/or tenure process. First, units work with an annual Interfolio template, which structures the Case Review Steps for all promotion and tenure cases. This template must be reviewed and updated each year—without altering or deleting the foundational version—so that local details such as standing committees remain accurate before new cases can be initiated.
Second, APF provides a separate set of case-specific templates designed to help units present the required data for each individual candidate. These templates are downloaded, completed outside the system, saved as PDFs, and uploaded to the appropriate Case Review Step during case preparation.
Together, the annual Interfolio template defines the structure of the case, while the case-specific templates supply the standardized documents needed for each candidate’s review.
Preparing Your Annual Template
Templates must be reviewed and updated as necessary every year before new promotion and/or tenure cases can be initiated. Note: Nothing should ever be deleted or altered from the foundational template.
If the Office for Academic Personnel and Faculty (APF) updates the foundational template in a given year, administrators in the dean’s/chancellor’s office must Create a Duplicate template. If APF does not update the template, administrators only need to review it for local-level updates and to replace school-, college-, or campus-level standing committees as needed. New committees must be created in Users & Groups before they can be selected in the case review steps. If committee membership remains the same, existing committees may be reused.
Once school-, college-, or campus-level templates are finalized, department administrators may Create a Duplicate of that template, if desired, after consulting with the dean’s or chancellor’s office. Departments can then apply local-level updates and replace department standing committees as needed. Remember, new department committees must also be created in Users & Groups in advance so they can be selected to replace an existing committee. Department committees with unchanged membership may also be reused year to year.
Once templates are set, new cases can be initiated starting on January 2nd of each year. See Getting Started for more information on how to start a promotion and/or tenure case.
External Reviewer Grid (required)
External Review Letter of Solicitation (required)
SCC Committee Summary Form (suggested)
Teaching Chronicle- Classroom Teaching (suggested)
- This should be the first page of the student teaching evaluations pdf
- Administrators should check with their SCCs regarding local requirements
The case-specific templates and forms are designed to assist with streamlining and presenting critical data for promotion/tenure actions. Templates should be downloaded, completed, and uploaded to the appropriate Case Review Step within Interfolio RPT. Remember, when saving a spreadsheet to upload to RPT, save it as a PDF and be sure to preview your document to ensure the formatting is correct. For additional questions or support contact acadpers@uw.edu.