Create and Define Events
In Lifecycle Management (LM), events represent the key reviews or milestones faculty members encounter throughout their careers, depending on their rank or appointment series. When creating a rank and adding events, users select from a predefined list of event types. This standardized list improves search and reporting in LM, enabling faculty to be filtered by event type.
The list of events in LM matches the types of reviews possible in the Interfolio Review, Promotion & Tenure (RPT) product.
Create and Define Events in a Series
- Navigate to the Series page and click the Edit button next to the desired Rank.
- On the Edit Rank form, scroll down to the Events section and click the Add Event button
- Fill out the Add Event form.
There cannot be an event with the same year and month within the same Professional Journey.
For the Year field, if this event occurs during the first year, enter 0 in the Year field. Then select the month during the indicated year when the event takes place. For example, Year 0 in May or Year 5 in July.
- Scroll to the bottom and click Save when finished. Continue to add events until the entire sequence of events that make up the timeline for the rank has been created and can be seen in the Preview section.
Create and Define Events for Individual Faculty
Adding an event to a faculty member’s timeline applies only to that individual, not to the entire series.
- Navigate to the Faculty page and click the name of the desired faculty member to navigate to their information page.
A user needs to manually start the event in order for it to be current. At this time, LM does not auto-start events. Gray events are “ended” or “cancelled”
- Select Add Event from the Timeline Options dropdown under Professional Journey.
- Fill out the Add Event form.
Historical Events
Once the time period has passed, historical events automatically move to the History tab on the timeline.
If you need to make edits to a past event, you can do so by adding a note directly on that event.
FAQs
When should an Event in LM start?
For a review, it is recommended to start the event at the start of the review period. This date will default to the first of the month.
How does LM establish event start dates?
The Start Date field, combined with rank and journey settings, determines event start dates. When an appointment is created, LM calculates the difference between the Start Date and the current date. This difference creates a ‘time in rank’ value, which determines which events are displayed. The first event within a journey is used to set the timeline for the remaining events.
Events designated for Year 0 are tied to the first calendar year of an appointment. Year 0 events will start on the first chance possible based on the event's month.
For example:
- If an appointment begins in April 2019, a Year 0 event (e.g., an orientation scheduled in May) would take place in May 2019, and any Year 1 events would occur in 2020.
- Alternatively, if the appointment began in September 2019, an event scheduled for January (e.g., an annual review) would occur in January 2020 as a Year 1 event.
What if there are no events to create?
If the faculty appointment is associated to a journey and there are no current or future events remaining, the record will fail. However, if the appointment is not associated to a journey, a timeline with no events will appear in the faculty profile.
How are months and years indicated in the template Rank Events data model?
The year must be the year the events take place and the event month is between 1 and 12. For an event occurring in the first year of August the event year would be 1 and the event month would be 8.