Release Notes (v.4.21)

View Teaching Summaries: Allow faculty to view their teaching summary outside of input periods in the Activity Input Form  

Administrators can now specify if faculty can view their teaching summaries as part of their Activity Input Form outside of activity input periods. Currently, faculty can only view their teaching summaries for current activity input periods.

  1. On the Admin menu, click Setup.
  2. In the Configuration section, click Activity Input Form.
  3. Click the desired unit, then the desired form.
  4. In the Content section, click the Edit icon for Teaching.
  5. In the Section Settings – Faculty Access section, specify the desired access rights for faculty members:
    • No access: the teaching summary will only be available during the current activity input period
    • Access via "View Teaching" button per term: faculty can select the academic term(s) to display and add attachments to a course
    • Access via list of course sections: all courses display in the Teaching section, attachments for a course can be added/deleted, and activity classifications can be edited

Evaluations: Show if an evaluation has been saved and/or submitted

The Evaluations – View Faculty screen for faculty now indicates if an evaluation for a faculty member being evaluated has been saved but not yet submitted.

  1. On the Faculty menu, click Evaluations.
  2. In the Evaluations section, click Perform Evaluations.
  3. Click Evaluate for the desired evaluation. The Evaluations – View Faculty screen displays. The Evaluation Saved column indicates if the evaluation for each faculty member being evaluated has been saved but not submitted.

Evaluation Workflows: Enhance how “Completion of Previous Step” step analyzes evaluation workflows

This is applicable to evaluations that utilize the “Completion of Previous Step” step. When an evaluator completes an evaluation, FACULTY180 now analyzes all previous steps in the evaluation process to determine if all evaluations for the faculty member being evaluated have been completed. If they have been completed, then the “Completion of Previous Step” step will be triggered.

In addition, administrators can specify that a notification be sent to the next evaluator when all of the previous evaluations for a faculty member in an evaluation workflow have been completed.

To set up a notification:

  1. On the Admin menu, click Administration.
  2. In the Evaluations section, click Evaluation Workflows.
  3. Edit an existing evaluation workflow, or create a new evaluation workflow.
  4. In the Evaluation Workflow Steps section, edit a step that starts at the completion of previous step, or add a new step that starts at the completion of the previous step. In the Add Step/Edit Level dialog box, click Upon Completion of Previous Step in the Early Access Notification list.

Profile Form: Deactivate attachments option

Administrators can now disable the ability to add attachments to specific sections in the Profile Form. The default setting allows attachments to be added to all applicable sections of the Profile Form.

  1. On the Admin menu, click Setup.
  2. In the Configuration section, click Profile Form.
  3. Edit an existing profile form, or add a new profile form.
  4. Click the Edit icon for the section to be changed.
  5. In the Section Settings section, select the Disable Attachments check box.
  6. Save the changes. Attachments can no longer be added to the section.

Evaluations: Add option to hide academic terms on vitas when used in an evaluation

When adding a vita to an evaluation, administrators can now specify if the academic terms should display on the vita.

  1. On the Admin menu, click Administration.
  2. In the Evaluations section, click Evaluations.
  3. Edit an existing evaluation, or add a new evaluation.
  4. In the Evaluation Documents section, edit an existing Vita document type, or add a vita to the evaluation.
  5. Select the Show Time Period on Vita check box.

Evaluations: Rename Supplemental Forms to Custom Evaluations Forms & Faculty Classification Input Forms

On the Evaluation Process Form for adding a new evaluation workflow, the section titled Supplementary Forms has been changed to Custom Evaluation Forms & Faculty Classification Forms.

Evaluations: Remove requirement to include evaluation documents in evaluations and evaluation workflows

When creating or editing an evaluation or evaluation workflow, there is no longer a requirement to include evaluation documents.

Support Accounts: Add new support accounts through bulk upload

Multiple support accounts can now be uploaded to FACULTY180 through a bulk upload. The process for uploading support accounts in bulk is the same as performing other bulk uploads.

  1. On the Admin menu, click Setup > Configuration Upload Form > click Support Accounts in the Upload list.
  2. On the Admin menu, click Administration Bulk Data > Upload Data > New Upload > click Support Accounts in the Type list > upload the file.

Evaluation Workflows: Allow evaluation workflow steps to reference all steps in the workflow

The Evaluation Workflow Steps section in the Evaluation Workflow Form has been redesigned to provide administrators with an overview of each step within the selected evaluation workflow. In addition, administrators can now specify that evaluation workflow steps reference any step in the evaluation workflow. Previously, evaluation workflow steps could only reference the previous step or the first step in the workflow.

  1. On the Admin menu, click Administration.
  2. In the Evaluations section, click Evaluation Workflows.
  3. Select an existing evaluation workflow, or add a new evaluation workflow.
  4. If you are editing an existing evaluation workflow, click Edit in the Workflow Details section. The Evaluation Workflow Form displays.
  5. In the Evaluation Workflow Steps section, add a new workflow step or edit an existing workflow step.
  6. When you are finished, save the information.

Importing Data: Manage deduplication of imported scholarly works activities from third parties

When importing scholarly works data from third parties, institutions now have the option to prevent duplicate data from being imported into FACULTY180. Depending on your institution’s policies, the Dashboard To Do section will display a message for faculty if there is duplicate data to be addressed.

The Clear Faculty Duplicates screen displays a list of all the duplicate scholarly works data based on the selected citation format, including the imported and existing activity that the system has found to be a duplicate and the match percentage.

To view the duplicate activity in more detail, click the View icon. The Handle Duplicate Record dialog box opens. The following options are available for handling the duplicate record:

  • Import As New: adds the imported activity as a new activity
  • Replacing Existing: the newly imported activity will replace the existing activity
  • Discard Imported: the newly imported activity will be deleted

Duplicate imported activities can also be managed without viewing the details using the Actions drop-down.

To access the Clear Faculty Duplicates screen, do the following:

Administrators

  1. On the Admin menu, click Administration.
  2. In the Tools section, click Clear Faculty Scholarly Duplicates. The Clear Faculty Duplicates screen displays, showing a list of duplicate data for the selected citation format.
  3. If necessary, select the faculty members you wish to show duplicate data for by clicking Select Faculty.

Faculty

Click the applicable Dashboard message in the To Do section. The Clear Faculty Duplicates screen displays, showing a list of duplicate data for the selected citation format.

Activity Classifications: Additional options for displaying activity classifications for units

The Manage Activity Classifications screen now contains additional options for displaying activity classifications, based on which units they are assigned to and excluded from within your institution.

  1. On the Admin menu, click Setup.
  2. In the Customize section, click Activity Classifications. The Activity Classifications screen displays.
  3. 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.
  4. 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.
  5. Click the Additional Units arrow to speciy if the list of activity classifications should include those assigned to parent units, sub-units, or the selected unit only.
  6. 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.

Grants Report: New currency filter

Administrators can now select the desired currency for use in the Grants Report. The default currency is USD.

  1. On the Admin menu, click Administration.
  2. In the Activity Reports section, click Grants. The Grants screen displays.
  3. In the General section, click the Grant Currency list, then select the desired currency.

Access Settings Faculty Picker: Add additional options for granting access to users 

The following changes have been made to the Access Settings faculty picker when granting access to a faculty account:

  • If a faculty member chooses to grant access to their faculty account to more than fve faculty members/support accounts at the same time, a confirmation message displays regarding the changes.
  • FACULTY180 users who are not administrators no longer have the option to select all users using the double arrow.
  • Faculty can now delete other users’ access to their account in bulk by selecting the desired users, then clicking Delete Selected.