1. INFOPORTE FACULTY REVIEW Nicole Šebik, Finance Training & Communications Angie Schmidt, SOM HR EPA Personnel Coordinator

2. Faculty Review  Support  Angie Schmidt: angie_schmidt@med.unc.edu, 962-9674angie_schmidt@med.unc.edu  For questions re: policies, group members, request status, dates, etc.  Nicole Šebik: nicole_sebik@med.unc.edu, 962-7424nicole_sebik@med.unc.edu  For questions related to the Infoporte system. For Infoporte access, complete the form found at: http://www.med.unc.edu/fbo/useful-accounting-info-campus-links- etc/finance-business-forms 2

3. Faculty Review  Functionality:  Provides tracking and notification for faculty reviews  Allows workflow processing for all types of faculty review  Provides document attachment capability and PDF merger  Provides the capability to set up groups to receive the information package  For approval, or for notification  Allows standard and dynamic routing 3

4. 4 https://infoporte.unc.edu

5. Faculty List view 5

6. Faculty List – Advanced filter 6

7. Faculty Member 7

8. Request tab 8

9. 9 Managing Your Inbox

10. Email Notification 10

11. Inbox 11

12. Viewing a Request 12

13. Viewing a Request, cont. 13

14. Status of a Request 14 See the next page for a list of the SOM’s status labels by request type.

15. Route Labels 15 The School-wide route labels are: APTs and Fixed Term Stop 1Department Level Stop 2SOM HR Intake Stop 3APT Associate Prof Group or APT Full Professor Group Fixed Term Promotions Cmte Stop 4SOM HR Intake 2 Stop 5Dean’s Advisory Committee Stop 6SOM HR Output PTR – SOM – Assoc Professor and PTR – Full Professor Stop 1Department Level Stop 2SOM Office of Research Stop 3Post-Tenure Review Committee Stop 4SOM Office of Research PTR – Dept – Assoc Professor Stop 1Department Level Stop 2Assembled Full Professors Stop 3Department Level Stop 4SOM Office of Research

16. Request History 16 Upon completion of the request, the review documents are stored in Review History. The faculty member will not have access to this tab.

17. Friendly Reminders 17  Rank Assessment Date  Non-tenured Faculty = Scheduled Rank End Date in EPAWeb  Tenured Faculty = Tenure Review Date  Documents can be attached anywhere along the request route.  Though you can update/add docs only when the request is in your Inbox.  SOM HR requests dept’s upload only PDF formatted documents.  Email notifications sent 6/3/1 month(s) prior to, and on day of “Initiate Review” date.