Operational notes

Operational notes

Introduction

This document accompanies the Faculty Information System (FIS) Distributed Support Model for Interfolio. To optimize the Distributed Support approach, each academic area (i.e., college or University Libraries) will select a small group of people to be Interfolio Coordinators. Typical Interfolio Coordinators will have a deep level of expertise and experience handling their academic area’s APT processes and be responsible for overseeing faculty affairs for their academic area, such as associate deans of faculty affairs and their teams or similar. A list of Interfolio Coordinators will be provided on Ohio State’s Interfolio website, and can be included on TIU-specific webpages that provide APT guidance.

Interfolio Coordinators responsibilities

  • Serve as first points of contact with the FIS team, to communicate about sensitive and urgent concerns
  • Provide guidance about Interfolio and APT processes to their academic area’s faculty and staff
  • Escalate questions as needed either to the Offices of Academic Affairs and Faculty Affairs or the FIS team, depending on context
  • Attend Interfolio train-the-trainer sessions and provide training and related resources to their respective academic areas
  • Co-manage staff and student Interfolio accounts, e.g., submitting account requests, assigning account roles, ongoing monitoring of all assigned roles and participation in related audits, and timely communications with the FIS team when specific staff or student account access is no longer needed
  • Co-manage faculty and staff access to the Interfolio Team and its subchannels in Microsoft Teams, along with the Interfolio Staff OneNote notebook
  • Ongoing engagement with the Interfolio Steering Group (ISG), either via active membership or by nominating faculty and staff from their respective academic areas for membership on the ISG

Communication paths

To streamline communications, the approaches below are strongly recommended. Cells including an asterisk (*) indicate when the request should be submitted by an Interfolio Coordinator. In addition, requests for new or improved Interfolio features or workflow changes should be added to the shared spreadsheet: go.osu.edu/fis-featreq-and-issues.  

   

Contact the FIS team

 

Questions for people with faculty affairs oversight: APT/POA, OAA core dossier outline, policy interpretation, OAA/TIU requirements

Questions/topics for channel members: How to’s, workflow tips and resources, best practices 

Requests for consults, training; topics not suited for Teams posts

Account requests
Login issues
Urgent problems

Example/situation

Vice Provost Helen Malone

Associate dean of faculty affairs or similar

Faculty Affairs Network team

Interfolio Coordinators channel

Interfolio Staff channel

Interfolio Steering Group channel

Email to FIS team: fis-admin@osu.edu

Help request ticket:interfolio@osu.edu

Interfolio system is down

 

 

 

X

X

 

 

X

Does Interfolio seem slow to you?

 

 

 

X

X

 

X*

 

How should our people input [activity] in FAR to align with OAA requirements?

 

X

 

 

 

 

 

 

How do you streamline SEI workflows?

 

X

X

X

X

 

 

 

TIU-specific RPT template questions and requests

 

 

 

X

 

 

X*

 

Please delete [candidate’s] RPT case

 

 

 

 

 

 

X*

 

Please unlock section of candidate's case

 

X

 

 

 

 

 

 

Why can’t our committee members see …?

 

 

 

 

X

 

 

X*

Why can’t our candidate see …?

 

 

 

 

X

 

X*

 

Issue moving RPT case forward to next review step

 

 

 

 

 

 

X*

X*

 

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kuhlman.137@osu.edu