Depending on the action used for a particular case, a range of different documents may be required in Interfolio.


The following list contains an overview of the sections found under Case Materials (the larger text below denotes section titles, while document titles are set in regular text), and the order in which documents should appear in these sections. Not every case will require all the documents listed (cases for different types of actions have different requirements). This list is published to guide users in the assembly and organization of materials for their cases.


A case may be returned to the department or dean's office if materials appear in the wrong sections or if documents do not have descriptive titles.


Data Summary

  1. Cover Sheet

  2. Academic History Report

  3. Data Summary

  4. Bibliography


CV

  1. CV


Copies/Links to Scholarly Work

  1. An Inventory of all items being submitted in the Scholarly and Creative Works section.  This document will list what's been uploaded to the packet, what's listed as a link in the packet (see below for more on allowable links), and, if applicable, what's being submitted outside of the packet in a physical exhibit box.  If an exhibit box will be sent to AAPO along with the case, make sure to mention this in your email when you send the case forward to AAPO. AAPO will hold the case until the exhibit box is received. 

  2. Individual uploaded documents and videos (including examples/evidence of creativity for the School of Medicine).  Uploaded publications should be labeled and put in the order established by your dean's office.  Publication titles should include the citation number that matches the citation in the Data Summary. 

  3. If you choose to include links as entries in the Scholarly and Creative Works section, they should be to stable, third-party websites such as PubMed (https://pubmed.ncbi.nlm.nih.gov/), a repository for Health and Life Sciences articles or SSRN (https://www.ssrn.com/index.cfm/en/) a repository in the Social Sciences.

Evaluations of Teaching

  1. Course Evaluations (scores/commentary)

  2. Peer Evaluations (non-confidential)


Supplemental Documents

  1. Self Statement

  2. Statement on contributions to equity, diversity, and inclusion (required if not included in the Self Statement)

  3. Forms - the candidate fills out the following Interfolio forms to acknowledge that they have the option to submit names of suggested evaluators or potentially biased evaluators.  If they want to submit names for any of these lists, those names should be uploaded here as a document appropriately named (e.g. “Bias List (External)”) and placed below their corresponding form.

    Suggested Evaluators (External)
    Suggested Evaluators (Internal)
    Bias List (External)
    Bias List (Internal)

  4. Co-Authors (form or uploaded list of UCLA Collaborators, Co-Authors, or Co-Investigators)
  5. Sabbatical Report (if applicable)
  6. Any documents requested by schools (e.g. SOM’s mentoring forms (reverse chronological order), or course syllabi, etc.)

Candidate Certifications & Responses

  1. Prior Cert Form #1

  2. Prior Cert Form #2

  3. After Cert Form

  4. Candidate responses


External Letters

Includes Internal , External, Current/Former Students and confidential Peer evaluations of teaching.  Order by External, Internal, Student, Peer Evaluations of Teaching. See the article linked near the bottom of this page for instructions on naming redacted and unredacted letters.

  1. Final List of Evaluators

  2. Sample Solicitation Letter

  3. Unredacted Letters

  4. Redacted Letters

Unsolicited Letters

  1. List of Evaluators

  2. Letter Sent to Evaluator. The uploaded email or letter should contain proof that the letter writer was informed of the confidentiality statement.

  3. Unredacted Letters

  4. Redacted Letters


Late Additions from Candidate

  1. Any submission after the dept. vote (e.g. publications, grants, etc.)

  2. Chair’s certification that they reviewed the late additions.


Requests from Dean or CAP or VC

  1. Any new requests that come from the Dean or CAP or the Vice Chancellor after the case has left the department

  2. Chair’s certification may be required (e.g. for new letters)
    If the request is for additional letters, the candidate must also receive redacted copies and must update the certification form.


Department Review

Make sure all uploaded files are clearly named. If there are committee reports and/or vote pages from multiple departments, ensure the department name is in the title along with the type of document (e.g. Ad Hoc Report - Anthropology; Vote Page - Biochemistry)

  1. Affiliate Chair’s letter (if applicable for SOM)

  2. Letter from IDP or ORU

  3. Committee Report(s)

  4. Vote Page

  5. Joint Appointment Waiver (if applicable)

  6. Department Report/Letter

  7. Chair’s Confidential Letter (if applicable)

  8. Chair’s RC Nominations (if applicable)


Dean’s Office Review

Make sure all uploaded files are clearly named. If there are documents from multiple schools, ensure the school or dean’s name is in the title along with the type of document (e.g. Dean’s Statement - Dr. Hiatt)


  1. Dean’s Approval Form (if applicable) or concurrence (in the case of a Joint appointment with a waiver)

  2. Dean’s Statement

  3. Salary Recommendation. Salary recommendations should only be uploaded if the case will NOT go to CAP. Salary recommendations for cases that go to CAP should be emailed separately to APO.

  4. Offer Letter (for Appt. cases) (for SOM this is the Dean’s welcome letter, not the LOU)

  5. Dean’s RC Nominations (if applicable)


CAP Review

  1. CAP Report

  2. CAP RC Report (if applicable)


Vice Chancellor’s Review

  1. W/WORC Form

  2. VC Approval Form (if applicable)

  3. VC Letter (if applicable)



See Also

How Should I Name the Files I Upload to the Dossier/Packet?

Can I Share Case Materials with a Review Candidate?