After the list of referees have been approved by your Dean’s or the Provost’s Office, requests to solicit letters can then be sent via Interfolio. Below are the steps:
- Open the case by clicking on the name of the candidate from the list of Cases.
- Click on the words - “Request Evaluation” on the External Evaluation section line.
- The Request Evaluation window will open. Take note of the, “+ Add Another Evaluator” under the “First Name” field, to send more than one request at a time.
- Enter the information for each field (i.e. Evaluator First Name, Evaluator Last Name and Evaluator Email.)
- Enter the “Subject” and “Message”. If you are requesting evaluations from more than one person, look at the bottom right of this window to see how to use the variables to automatically fill in the first and last name of each evaluator receiving the message (e.g. Dear Professor %EV_Last%,). If you do not see this information be sure you have added at least two evaluators by using the “+ Add Another Evaluator”.
- Be sure to click, “+ Add Files”, just below the message box to attach the case files with the request so evaluator(s) will have the materials to review.
- If a “Deadline” date is entered, it will be a hard stop; evaluators will be unable to submit their letter. You can extend the date, prior to the deadline, if needed.
As a reminder, per University policy, letters of evaluation are confidential and therefore should not be shared with the person being evalutated.