Configuration: Activity Input Form

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.

The Activity Input Form contains data about faculty members that tends to change over time, such as during academic terms. Consistent with the Interfolio top-down implementation approach, customization should be performed at the highest level (e.g., university) and then at the next lower level (e.g., colleges), and so on. The data that is collected creates the basis for reporting and other output (e.g., CVs, institutional reports, accreditation reports, etc.).

Institutions can make the following configuration changes to the Activity Input Form:

  • Configure/add custom sections
  • Reorder/hide sections
  • Specify activity classifications
  • Modify section settings

To configure an activity input form, do the following:

  1. On the Admin menu, click Setup
  2. In the Configuration section, click Activity Input Form. The Activity Input Form - Count By Unit screen displays. 
  3. Select a unit to edit an existing activity input form, or click Add to create a new activity input form. (If editing an existing activity input form, the Form Configuration screen displays, showing the list of forms that have already been created for the selected unit.)
  1. If you choose to create a new activity input form, the Add Configuration pop-up displays. You are instructed to select the desired unit and a template for the new activity input form.
  1. Click Add. The Add – Method pop-up displays.
  1. Choose a method. You have the option of modifying an existing activity input form or adding a new activity input form for users assigned to the selected unit. If you choose to add a new form, you will be prompted to create a name for the new form in the Input Form Label field. 
  2. Click Okay. The Configure Form screen for the activity input form displays. 
  1. In the General Information section, select the appropriate faculty access for the form.
  2. Type a description of the new form, if desired. 
  3. In the Content section, select which sections should be shown and hidden on the activity input form, and specify the order of the sections. Custom sections can be created by clicking Add Section. (See Custom Input Sections for more information.) If a custom section is created, the new custom section will be available in all activity input forms that exist at the same unit level. The new custom section will automatically display in the new activity input form; however, it is set to Do Not Show in the other activity input forms at the same unit level.
  4. By default, the sections shown in the Activities screen for faculty members is based on the default activity input form that is selected. To configure individual sections in the Activity Input Form, click the Edit icon adjacent to the desired section to be configured. When you are finished, click Save. To change the order of the sections or hide a section, click the Reorder drop-down. 
  5. When you are finished, click Save.

 

Your Institutional Implementation Team will work with your Interfolio Project Manager to configure the components of the Activity Input Form.

Default Input Sections

Teaching

Your institution can determine which teaching fields can be edited.

Teaching Section

Fields
Actions

A. Courses Taught

* Courses Taught are administratively uploaded. Data is transferred from institutional ERP systems.

Per Term / Year

Course Prefix

Specify the teaching section settings in the Activity Input Form by doing the following:


  1. Click the Admin menu, then click Setup.
  2. Click Activity Input Form in the Configuration section.
  3. Select the Activity Input Form to be edited.
  4. Click the Edit icon adjacent to the desired form.
  5. Click the Edit icon adjacent to the Teaching section.


Course Number
Course Section
Course Title
Instruction Mode
Lecture Hours
Lab Hours
Extra Hours
Enrollment
Underclassmen Enrollment
Upperclassmen Enrollment
Graduate Enrollment
Maximum Enrollment
Days
Time
Location
Student Credit Hours
Weight
Credit Hours
Teaching Load

 

Faculty Comment

B. Course Attachments

 

Per Term / Year

Course Prefix

Course Number
Course Section
Syllabus
Course Evaluation
Peer Evaluation
Other

C. Teaching Load

 

Per Term / Year

Total

Advising Load

Advising Load Section
Advising Load Fields (values, if applicable)

Actions

Assigned Advisees
Undergraduate
· Change super heading label
· Change table field labels
· Select to show / not show table fields
· Open text boxes – self-reported values
Masters
Doctoral
Other

Activity Distribution

Activity Distribution Section

Fields

Actions

Instruction
Formal Class / Lab
· Fields are open text boxes – self reported
· Values are numeric %
Total (auto-calculated) value = all % fields

· Average Work Hours Per Week value = numeric value – self-reported
Prepare & Grade
Student Meetings & Advising
Research & Service
Research
Service
Other
 
Total
 
Average Work Hours Per Week

Reassigned Duties

Reassigned Duties Fields

(values, if applicable)

Actions

A. Input Form

Term / Year (academic terms) (see Set Up Foundational Areas (See hyperlink below) )
Start Semester (Required)
Term / Year

End Semester (Required)

Term / Year

Reassigned Load Hours (Required)

Numeric open text box
Level (Required)
Other
University
College
Department
Discipline
Description (Required)
Open text box

B. Attachments

File
Transcript, Other
URL
Open text box

See Set Up Foundational Areas for more infomation.

Scholarly Contributions and Creative Productions

Scholarly Contribution and Creative Production (Fields)

Sample: Journal Article

(values, if applicable)

 

Actions

A. Input Form

Status (Required)
In Progress

Status cannot be modified

Submitted
Revise and Resubmit
Accepted
Completed/Published
Work Discontinued
For Term (Required)
Term / Year
· Term / Year (Academic terms were configured in the Details screen)

· Fields can be set to required or not required
· Field labels can be changed
· Field order can be changed
· CoAuthor label can be changed
Title (Required)
Text
Journal (Required)
Text
Month/Season (Required)
Text
Year (Required)
YYYY Dropdown
Volume
Text
Number
Text
Pages
Text
CoAuthor(s)
First Name
Middle Initial
Last Name

Role (optional)

Drop-down list can be added
Percent Effort (optional)
Open text box can be added
URL

 

Description
Label can be changed

 

Citation Preview

 

E. Attachments 

File
Transcript, Other

 

URL
Open textbox

Grants

Grant Section (Fields)
(values, if applicable)

Actions

A. Input Form

Status (Required)
In Preparation - Not Submitted

Status cannot be modified

Submitted for Review
Funded - In Progress
Completed
Submitted - Not Funded
Work Discontinued
For Term (Required)
Term / Year

 

Title (Required)
Text

 

Funding Agency / Sponsor
Text

 

Grant ID / Contract ID
Text

 

Abstract
Text

 

Collaborator(s)
First Name

 

Middle Initial

 

Last Name

 

Author / Contributor Type (Required - label can be modified by Interfolio)

PI

List cannot be modified

CoPI
CoInvestigator
Program Coordinator
Other
Percent Effort
Text

 

URL
 

 

Description
 

 

B. Dates & Funding Periods

Award Date
Calendar Picker

 

Start Date (Required)

Calendar Picker

 

End Date (Required)

Calendar Picker

 

* Number of Periods _______ composed of _______

1 – 20

 

# of Month(s) or Year(s)

C. Funded Amounts

Indirect Funding
Yes / No

 

Indirect Cost Rate
* Shown if 'Yes' above

 

Currency
default = USD

Can set to different currency types

Table: rows equal the Number of Periods above *
Period

 

Start Date

 

End Date

 

Total Funding (Required)

 

Direct Funding (Required)

 

Indirect Funding (auto calculated)

 

D. Activity Classifications (suggested for grants) 

Approval for Pre-award Spending
Yes / No

 

Type of Funding
Corporate

 

Federal

 

Foundation

 

Institutional

 

Not for Profit

 

State

 

Other

 

Type of Grant
Research

 

Service

 

Training

 

Program

 

E. Attachments 

File
Transcript, Other

 

URL
Open text box

 

Institutional Committees

Institutional Committees Fields

(values, if applicable)

Actions 

A. Input Form

· Term / Year = defined Academic Terms (Set Up > Details > Academic Terms)

· Organizational Structure (Set Up > Organizational Structure)
· Committee Control List ( Set Up > Committees) Other = open text box
· A Controlled list can be added at each unit level. List will change based on the unit selected. If no Controlled list is available for a unit, there will be an open text box.

           
Start Semester
Term / Year
End Semester
Term / Year
Unit
Drill down based on Organizational Structure
Committee
Drop-down: Controlled Committee list with Other

Activity Classifications

Institutional Committees: Responsibilities
Chair
Member
Other

Pedagogical Impact
Yes, In Graduate Instruction

Yes, In Undergraduate Instruction

Yes, Both Levels of Instruction

Attachments


File
Transcript, Other

URL
Open text box

Other Institutional Service

Other Institutional Service

Fields

(values, if applicable)

 

Actions

A. Input Form

· Term / Year (Academic Terms - see Set Up Foundational Areas)

· Organizational Structure (Organizational Structure - see Set Up Foundational Areas)
Start Semester
Term / Year
End Semester
Term / Year

Title

Open text box
Unit (Required)
Drill down based on Organizational Structure
Description
Open text box
 

B. Activity Classifications

 
P-12 Professional Experience/Credential
No
 
Yes
 
Pedagogical Impact
Yes, In Graduate Instruction

Yes, In Undergraduate Instruction

Yes, Both Levels of Instruction

C. Attachments


File
Transcript, Other

URL
Open text box

See Set Up Foundational Areas for more infomation.

Professional Service

Professional Service Fields

(values, if applicable)

Actions

A. Input Form

Term / Year (academic terms - see  (C) Implementation Phase Overview for more information on setting the foundational areas.)
Start Semester (Required)
Term / Year

End Semester (Required)

Term / Year

Title (Required)

Open textbox
Organization (Required)
Open textbox
Description
Open textbox
 

B. Activity Classifications

 
P-12 Professional Experience/Credential
No
 
Yes
 
Professional Service: Scope
International

Local

National

Regional

State

ACBSP Activity Allocation
Scholarship of Teaching

Scholarship of Discovery

Scholarship of Integration

Scholarship of Application

Pedagogical Impact
Yes, In Graduate Instruction

Yes, In Undergraduate Instruction

Yes, Both levels of Instruction

C. Attachments


File
Transcript, Other

URL
Open textbox

See Set Up Foundational Areas for more infomation.

Community Service

Committee Service Fields

(values, if applicable)

Actions

A. Input Form

Term / Year (academic terms - see (C) Implementation Phase Overview for more information. )

Start Semester (Required)

Term / Year
End Semester (Required)
Term / Year

Title (Required)

Open textbox

Organization (Required)

Open textbox

Description

Open textbox
 

B. Activity Classifications

 
Scope
Local
 
State
 
Regional

National

International

C. Attachments


File
Transcript, Other

URL
Open textbox



See Set Up Foundational Areas for more information.

Other Service

Other Service Fields

(values, if applicable)

Actions

A. Input Form

Term / Year (academic terms - see Set Up Foundational Areas)

Start Semester (Required)
Term / Year
End Semester (Required)
Term / Year
Title (Required)
Open textbox
Organization (Required)
Open textbox
Description
Open textbox
 

C. Attachments


File
Transcript, Other

URL
Open textbox

See Set Up Foundational Areas for more infomation.

Professional Development

Professional Development Fields

 

(values, if applicable)

 

Actions

A. Input Form

· Term / Year (academic terms - see Set Up Foundational Areas)
· State or Province dropdown list
· Title, CPE Hours, City, Description via an open text box


Start Semester (Required)
Term / Year
End Semester (Required)
Term / Year
Title (Required)

 

CPE Hours

 
City
 
State or Province
 
Description
 

Activity Classifications


Professional Development Category
Instructional

Professional

Research

Showcase Activity for NCATE
No, this is not to be showcased for NCATE

Yes, this is one of my three   most important activities for NCATE

Pedagogical Impact
Yes, In Graduate Instruction

Yes, In Undergraduate Instruction

Yes, Both Levels of Instruction

Attachments


File
Transcript, Other

URL
Open Text Box

See Set Up Foundational Areas for more infomation.

Consulting

Consulting Fields

(values, if applicable)

Actions

A. Input Form

Term / Year (academic terms - see Set Up Foundational Areas)

Start Semester (Required)
Term / Year
End Semester (Required)
Term / Year
Client Name (Required)
Open textbox

Estimate Hours Involved

Numeric textbox
Description
Open textbox
 

C. Attachments


File
Transcript, Other

URL
Open textbox

See Set Up Foundational Areas for more infomation.