Customize: Activity Classifications

The content in this knowledge base is based upon the standard FACULTY180 environment. Your institution may have made changes to customize the FACULTY180 environment to meet your institution's needs; therefore, the screens in your FACULTY180 environment may differ slightly from the knowledge base. For more information, please contact your FACULTY180 administrator.

 

Activity classifications provide a basis for classifying faculty members into useful categories within FACULTY180. They enable tracking of activity characteristics, such as the review type for a scholarly work (e.g. blind peer, editorially reviewed). 

 Setting up activity classifications is a critical step in preparing for accreditation reporting.

Manage Activity Classifications

FACULTY180 contains several options for displaying and managing activity classifications, based on which units the activity classifications are assigned to and excluded from within your institution.

  1. On the Admin menu, click Setup
  1. In the Customize section, click Activity Classifications. The Activity Classifications screen displays. 
  2. Select an existing unit or add a new unit. The Manage Activity Classifications screen displays a list of all activity classifications currently assigned to the selected unit and subunits.  
  1. If necessary, select a different unit or subunit by clicking the Unit Change link. Upon selecting a different unit or a subunit, the list of activity classifications that are displayed may change. 
  2. Click the Additional Units arrow to specify if the list of activity classifications should include those assigned to parent units, sub-units, or the selected unit only. 
  3. Click the Unit Usage arrow to specify which activity classifications to display based on those that are assigned and/or excluded from the selected unit(s). The following options are available: 
    • Show All Used By This Unit – Shows all relevant activity classifications and hides all that are exclusions for my assigned unit  
    • Show Non-Global Used By This Unit – Shows activity classifications that have exclusions, i.e. that are not global, and that my assigned unit is not excluded from  
    • Show Global – Shows all activity classifications that have not been excluded from any unit  
    • Show Non-Global – Shows all activity classifications that are excluded from at least one unit 
    • Show Global and Non-Global – Shows all activity classifications for all units 

When adding a new unit, global activity classifications (activity classifications that have not been excluded from any unit) will be applied to the new unit. Administrators can change which activity classifications are assigned to the unit as necessary.   

Create Activity Classifications

To create activity classifications, do the following: 

  1. On the Admin menu, click Setup
  2. Click Activity Classifications in the Customize section. The Activity Classifications screen displays.
  3. Click Add. The Activity Classification Form displays. 
  1. Specify the settings for the new activity classification. 
  2. When you are finished making changes, save the information.

Once created, faculty members and their surrogates can enter activity classification data as activities are input into FACULTY180. The organizational unit that an activity classification is assigned to is important because it limits the visibility of that classification to the faculty members within that unit and to its sub-units.

After activity classifications data have been entered, they can be used to filter reports. For example, your institution can generate a report showing trends of faculty members’ scholarly activities and filter those activities by the review type options shown (blind peer-reviewed, editorially reviewed, invited, non-blind-peer reviewed, and not reviewed).

Edit Existing Activity Classifications

  1. On the Admin menu, click Setup
  2. Click Activity Classifications in the Customize section. The Activity Classifications screen displays.
  3. Click the unit associated with the activity classifications to be changed. The Manage Activity Classifications screen displays.
  1. Click the Edit icon adjacent to the activity classification to be changed. (Activity classifications can also be cloned and activated/deactivated from here.) The Activity Classifications Form screen displays.
  2. Make the desired changes.
  3. When you are finished, save your changes.