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Create an Input Form for Faculty Classifications

Input Forms for faculty classifications can be provided to faculty to fill out every term/year depending on the institution's practices in updating this data/information.

 

Create an Input Form

1. Navigate to Create Input Form under Administration

Navigation: Administration > Administration > Create Input Form

  1. Click Administration under the Administration section of the navigation menu.
    Administration section with Administration highlighted
  2. Click Create Input Form under the Input Faculty Classifications section.
    Input Faculty Classifications section with Create Input Form underlined
 
 

2. Add and specify settings

  1. Click Add.
  2. Specify the settings for the Form Details section.

Check out the chart below for detailed information on the subcategories that fall under the Form Details section.

 
Field Description
Form Name Specify a name for the form.
Unit

Click Change to select the unit associated with the faculty classification.

  • The organization structure displays. By default, the organization abbreviations are displayed. Click the Full Name checkbox to view the full name of the units.
  • Click the plus (+) symbol to expand a unit.
  • Enter the unit name in the search box to search for a specific unit.
  • Click an organization name to select that unit.
Allow input form to be sent to faculty via the Communications screen

Select this option to add the form for selection to send via the Communication screen. Check out our article on how to Send the Input Form via Communication.

  • Selecting this option places a checkmark in the Faculty Accessible? column on the Manage Input Forms screen. 
Allow faculty to access a printable version of this input form on the Forms & Reports screen Select this option to provide faculty with the opportunity to print the form using the Forms & Reports option on the dashboard.
Allow faculty to access a printable version of this input form as a permanent Quicklink Select this option to enable the ability to save the printable version of the form as a Quicklink.
Allow evaluations to use a printable version of this input form as a document Select this option to use the Input Form  in evaluations.

iii. Specify the settings for the Classifications to Appear in Form section. 

  • Drag and drop the faculty classifications from left to right to include the faculty classification(s) on the form.
    • The order for the classifications will affect how they appear on the form. 
    • Click the Create New Faculty Classification link to create a new faculty classification to add to the form. Check out the article on How to Create and Manage Faculty Classifications.

iv. In the Form Instructions section, enter instructions related to completing the form.

v. In the Default Activity Review section, specify the settings by selecting the default activity to be available for review when completing the input form.

  • This is only available when setting classifications for one faculty member at a time.

vi. Click Save when finished.

There is no preview for the form, it is suggested that the form be sent to the administrator creating the form via Communications for preview. Check out the article on how to Send the Input Form via Communication.