Manage Activity Classifications

1. Navigate to the Setup page and click Activity Classifications under the Customize section.
   
2. Click the applicable hyperlinked number to navigate to the Manage Activity Classifications page.
   
   • Unit Usage: Select this dropdown to specify which ACs to display. The following options are available:
     • Show All Used By This Unit: Shows all relevant ACs and hides all that are exclusions for my assigned unit.
     • Show Non-Global Used By This Unit: Shows ACs that have exclusions, such as those that are not global and that assigned unit is not excluded from.
     • Show Global: Shows all ACs that have not been excluded from any unit.
     • Show Non-Global: Shows all ACs that are excluded from at least one unit.
     • Show Global and Non-Global: Shows all ACs for all units.
   • ACs can also be Cloned or Activated/Deactivated from this page.
     

     Institutions may need to deactivate an AC if they no longer need that information or need to change the unit an AC falls under. For example, if an AC is only for one unit, but needs to be changed to be available for the entire University, they will need to inactivate the original and then create a new AC.

      
3. Click the Add button to create a new AC or click the Pencil (Edit) icon to edit an existing AC.
   

   Once created, faculty members and their surrogates can enter AC data into FAR. The assigned organizational unit is key, as it restricts the visibility of the classification to faculty within that unit and its sub-units. Once entered, activity classification data can be used to filter reports. For example, institutions can generate reports showing trends in faculty scholarly activities and filter these by review type, such as blind peer-reviewed, editorially reviewed, invited, non-blind peer-reviewed, or not reviewed.

    
4. Complete the Activity Classification Form:
   
   
   • Exclude These Units: Click ‘Change’ to check the list of ACs that should be excluded.
     

     When a new unit is added, Global ACs (those not excluded from any unit) are automatically applied. Administrators can modify which ACs are assigned to the unit as needed. FAR offers several options for displaying and managing ACs, depending on which units they are assigned to or excluded from within the institution.

      
   • Options: Administrators can choose the access settings for ACs for faculty and administrators.
     

     AC Access Settings

     

     The table below describes each access setting option in detail.

     Option	Description
     Faculty can enter/edit AND Administrators can enter/edit	If this option is selected, faculty and administrators can fill out the AC as well as edit their selection later. This option is great to use if the AC is NOT being populated by a file load. This is a great way to collect data points from faculty that do not exist anywhere else on campus and require self-reporting.
     Faculty can enter/edit (unless locked) AND Administrators can enter/edit and lock	If this option is selected, faculty can fill out and update the AC unless it has been locked by an administrator, while administrators can fill out, update, and lock the AC. The best practice recommendation is to lock ACs that will be populated by a data file load.   The section instructions should include the source system that is used to populate the data, as well as contact information for the source system so that faculty or administrators can reach out to correct any mistakes at the source.
     Faculty cannot enter/edit and cannot view AND Administrators can enter/edit	If this option is selected, faculty cannot fill out or update an AC nor can they view the classification. In this case, administrators can fill out or update the AC. This option is great to use if the institution needs to collect certain data points for reporting purposes that the faculty member doesn't have access to, would not know how to provide, or should not see either for confidentiality or to reduce clutter in the data request.
     Faculty can view/not edit AND Administrators can view/can edit	If this option is selected, faculty can view an AC but not fill it out or update it, while administrators can both view and update it. This option is great to use if faculty should be able to see a data point that is being loaded on a data file from a source system but should not be able to update it.   It is helpful to include the source system that the data is pulling from as well as the administrator for that system in the section instructions so that faculty know who to contact if there is an error in the data.
     Faculty can view/not edit AND Administrators can view/not edit	If this option is selected, faculty and administrators can view and AC but neither group will be able to update it in the UI. This option is great to use to seelct if the AC is being populated by a data file load and the information is not confidential.   The section instructions should include the source system that is used to populate the data as well as contact information for the source system so that faculty or administrators can reach out to correct any mistakes at the source.

      

      
   • Classification: Manually enter list options. Enter the dropdown choices in the ‘Option’ field and click ‘Add Another Option’ to add additional choices. Use the checkboxes to select whether or not the AC will appear as a filter option in Reports and whether this option will autofill as the default option.
     

     Once an option has been added and the AC has been saved, that option can be modified but cannot be deleted. If a dropdown option needs to be removed, the administrator should reach out to Support for assistance

      

     Dropdown options should not be modified relating to Accreditation Reports (specified in the Organization column on the Manage Activity Classifications page. If a modification is necessary, the administrator should reach out to Support for assistance

      
5. Click one of the Save buttons when finished.