Faculty E-Review System

Contents

Log In:

Set‐upReminders:

Confidentiality:

NavigationTips:

Builda NewPortfolio:

AddFolderstoPortfolio:

UploadDocumenttoanExistingFolder:

ToAddorRemoveCommitteeAccess(Admins):

To addcommittee access:

Toremovecommittee access:

Toview whohasaccess:

ToMovePortfoliotoNextlevel(Admins):

WorkFlowLevelsandUploadAccess

Log In:

UseyourCISunidandpassword

Set‐upReminders:

1. EmailspreadsheetoffacultyunderreviewwithLastName,FirstName, fnotdonealready.

2. Oncefacultyarein,aportfoliomustbebuiltfirst,thenfolderscanbe

added.

3. RecommendedbrowsersareMozillaFirefox,ChromeandSafari.Internet

Explorerdoesnothavethedraganddropfeatureforfiles,butstillworks.

4. Afullfacultylistinaspreadsheetforcommitteeswillbeaskedforinthe sameformatofLastname,FirstName,uNID, rank and tenure status foradditionto appropriatecommittee.

Confidentiality:

NavigationTips:

Builda NewPortfolio:

ClickonContribute

ChooseRPTPortfolio

SelectCandidate(selectauser)

Type in uNID, first name, or last name and then search

Select the candidate and then Select this user

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Choose type(s) of review

Select Department

ExpandtoCollegeandthenSelectDepartmentandclickOK.

OrclicksearchtermsonsearchtermsandtypeindepartmentnamethenOK.

ChooseReviewYearindropdownmenu

ClickSave(upperright)

SubmitforModeration

AddFolderstoPortfolio:

ClickonContribute

ChooseRPTFolder

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AssociatetoaCandidatePortfolio. Click add a resource

Searchforcandidatebynameorportfolioclicksearchorenter

Select Candidate Portfolio using “+” button

ClickReturntoSelections

ClickReturntoSelections (again)

ClickSave

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DetermineFolderType(onlyonetypecanbeselected)

*Please note that only the External Evaluation folder is blocked from candidates. If the candidate does not waive the right to see external letters, use Non-Confidential Evaluation Folder.

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Toloadfilesclickaddaresource

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ChooseUploadaFileandthenNext

Browseforfilesoneatatime

ordragoneormultiplefilesintobox

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ClickNext

Ifonefileadded,clickSave(can

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IfaddingmultiplefilesclickAdd:

ClickSave

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ClickPublish

RepeatfromAddFoldersabovetoaddadditionalnewfoldersanddocuments.See nextsectionforaddingorremovingfilestoexistingfolders.

*If you are setting up a portfolio folders with no documents, you may publish without adding documents. Do not use draft as you will not be able to see the draft folders once saved.

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UploadDocumenttoanExistingFolder:

Click My Tasks or Search

In Search: Type in Name in search bar and change “Within” category to RPT portfolio

Then choose portfolio name

In My Tasks, choose portfolio from list

ChooseFoldertoAdd/RemoveDocuments

ChooseEditthisversion(right column)

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ToLoadfile(s)selectAddaResource

ChooseTypeofUploadFileandthenNext

Browseforfilesoneatatime

ordragoneormultiplefilesintobox

ClickNext

Ifonefileadded,clickSave

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IfaddingmultiplefilesclickAdd:

ClickSave

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ClickPublish

WillshowSuccessfullySavedwhencompleteanddocuments

ToAddorRemoveCommitteeAccess(Admins):

Note:PortfoliomustbeinDEPARTMENTorCOLLEGEworkflowtoedit committee.Seemovefiletonextlevelinnextsectionforinstructions.

To addcommittee access:

ClickonMyTasks

ClickPortfolioName

ChooseEditthisversion(UnderActionsrightcolumn)

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ClickViewPermissions(rightcolumn)

ClickSelectTerms

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DepartmentLevelCommittees:

CollegeLevelCommittees:

Selectdesiredcommittee(s) ClickOK

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ClickSave

Toremovecommittee access:

ClickonMyTasks

ClickPortfolioName

ChooseEditthisversion(UnderActionsrightcolumn)

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ViewPermissions(rightcolumn)

UseXnexttocommitteestoremoveaccess

ClickSave

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Toview whohasaccess:

ClickonMyTasks

ClickPortfolioName

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ChooseEditthisversion(UnderActionsrightcolumn)

AccessRights(rightcolumn)

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Membersofcommitteeswhocurrentlyhaveaccessarelisted.Onlycurrentasof lastsave.

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ToMovePortfoliotoNextlevel(Admins):

ClickMyTasks(numberindicatesnumberofportfoliosworkingon)

ChooseModerate

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Chooseapprovetomoveforwardorrejecttomoveback

IndicateswherefileisinWorkFlow

Addnoteifpreferred(requiredifrejecting)

ClickSubmit

WorkFlowLevelsandUploadAccess

  • Portfolio Build
  • Department admin and candidate can upload
  • Folders must be built first for candidate to upload
  • No Committee Access (view permissions not visible)
  • Department Review
  • Only department admin can upload
  • Department admin must grant access to department committees for them to see it. Not automatic.
  • College Review
  • Only college admin can upload
  • College admin must grant access to college committees for them to see it. Not automatic.
  • University Review
  • Only university admin can upload
  • University admin must grant access to university committees for them to see it. Not automatic.

Candidatecanviewfilethroughfullprocess except external letter folder.

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