Interfolio

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

For Faculty Completing their Annual Review

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

For Faculty Completing their Appointment, Promotion, Tenure, or Transfer of Tracks

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

Quick Guide – Completing Your Appointment, Promotion, Tenure, or Transfer of Tracks in Interfolio (PDF)

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

For Department Heads, Section Heads, or Division Chiefs Completing the Tasks for a Faculty Member’s 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: 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

Full User Guide – Annual Review for Reviewers (PDF)

For Department Heads, Section Heads, or Division Chiefs Completing the Tasks for a Faculty Member’s Appointment, Promotion, or Transfer of Tracks

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

Quick Guide – Appointment, Promotion, Tenure, and Transfer of Tracks for Reviewers in Interfolio (PDF)

The Fully Detailed Version of How to Complete Your Part of an Appointment, Promotion, or Transfer of Tracks

Full User Guide – Appointments, Promotions, Tenure, and Transfer of Tracks in Interfolio for Reviewers (PDF)

For Human Resources

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

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)

For All Others Completing the Tasks for a Faculty Member’s Appointment, Promotion, Tenure, or Transfer of Tracks

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

Quick Guide – Appointment, Promotion, Tenure, and Transfer of Tracks for Reviewers in Interfolio (PDF)

The Fully Detailed Version of How to Complete Your Part of an Appointment, Promotion, or Transfer of Tracks

Full User Guide – Appointments, Promotions, Tenure, and Transfer of Tracks in Interfolio for Reviewers (PDF)

Administrators/Case Managers

For Administrators Managing Annual Reviews

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)

For Administrators Managing Appointments, Promotions, Tenure, and Transfer of Tracks

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 4: Interfolio – Adding a CV and Supporting Documentation on Behalf of a Faculty Member (Length: 2 minutes)
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

Full User Guide – Appointments, Promotions, Tenure, and Transfer of Tracks in Interfolio for Case Managers (PDF)

For Administrators Tracking the Status of Cases for Their Department or Program

Other Helpful Resources

Guidance and Templates for the WUSM CV, Executive Summary, and CTIR

Department Liaison List (spreadsheet)

Appointments & Promotions Guidelines and Requirements (APGAR)

Interfolio Glossary of Terms

Training

Interfolio Recorded User Training

Interfolio Training Presentations

Support

WashU IT Support

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?

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.wus t l.edu

What testing was done before rolling Interfolio out to all WashU Medicine Departments?

Recent News

Interfolio in WashU IT News

Interfolio

Optimized Approach for Interfolio Training and Communication

By Alaina Jones October 25, 2024

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 […]

Interfolio

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

By Alaina Jones August 27, 2024

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 […]

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Using Interfolio for Review, Promotion & Tenure (RPT)

By Alaina Jones July 26, 2024

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 […]

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

By Alaina Jones June 28, 2024

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 […]

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

By Alaina Jones June 19, 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) […]