The Interfolio portion of a case features data and functionality related to the case’s dossier. This is typically accessed through a link found in the Opus portion of the case (on the Cases page or the Review Process tab on the Case Summary), but may also be accessed by logging into Interfolio directly. Note that the linkage between the Opus and Interfolio portions of a case is one-way: Opus features a link to Interfolio, but Interfolio does not have a link to Opus.

Data

In contrast to Opus (which houses a range of appointee data), Interfolio features a very small amount of data about UCLA appointees, and nearly none about their appointments. Aside from the association of the candidate with a particular unit in the UCLA academic unit hierarchy and basic contact and identification information, Interfolio case data is comprised exclusively of dossier materials (documents etc. — whatever can be stored in digital format). Materials that are uploaded to a case or solicited from external sources appear in the "packet" (the dossier), where they can accessed, shared, removed or configured. 

Functionality

In terms of features, much of the Interfolio interface is dedicated to providing dossier access for committees and individuals, and for communicating with them (via notifications, requests and requirements) regarding the case. These features include:

• Case Steps
• Committees
• Candidate Requirements
• Users and Groups
• Communications and Routing

Case Steps

Case access for individuals other than the candidate is managed through case steps in Interfolio. Interfolio cases start out on “step 0,” and as they move forward (with the “Send Forward” button), cases advance through their steps. Interfolio allows anyone assigned at a case’s current step to access the case. People are assigned to a case step by:

• Being a member of a committee associated with that step, or
• Being an administrator for the academic unit with which the case is associated (Note: admins lose access to case steps when they're recused from them)

Committees

Interfolio committees allow administrators to group users and manage their case access conveniently. Committees are also significant in that each case step requires that at least one committee be assigned to it. There are two types of committees: Standing and Ad-Hoc. Standing committees are created on the Users and Groups screen, and can be assigned to steps on multiple cases. Ad-hoc committees are created with individual cases, and can only be assigned to steps within their original case.

Candidate Requirements

There are two types of candidate requirements: Forms and Documents. By customizing these on a case-by-case basis, administrators designate which elements appear on the interface when the candidate logs into Interfolio. Requirements are placed within sections, so when the candidate logs in, if the administrator has created a requirement (or if the template inclued one by default), both the requirement and its section appear on the candidate's interface. Sections themselves can also be marked as eligible for additional uploads, in which case the section appears on the interface (possibly without any explicit requirements in it) along with a button that allows the candidate to upload their own selection of documents.

Users and Groups

This area allows administrators to view names and emails for people known to Interfolio. Because Opus is integrated with Intefolio, users here are linked to the users in Opus, and users should not be changed or added in Interfolio directly. This area also allows administrators to manage standing committee membership, and to configure the users assigned to these committees.

Communications and Routing

Interfolio cases provide an email button for sharing case materials and communicating with others about the case. They also feature a "Send Forward" button whereby the cases are advanced through their steps.

See Also

What Is a Case?

What Is in the Opus Portion of a Case?

How do Profiles, Appointments and Cases Relate?