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
- 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 1 in the Year field. Then select the month during the indicated year when the event takes place. For example, Year 1 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.
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?
When an appointment is created, LM subtracts the Start Date value from the current date. The difference is used to create a time in rank value that is then used to determine which events to display. The first event within a journey is then used to decide the dates for the remaining events.
The Start Date field is used in combination with rank and journey settings to apply event start dates.
Note that events scheduled to occur during Year 0 will always occur within the first twelve months of an appointment. Year 0 events will start on the first chance possible based on the events month. For example, if an appointment is created in September 2019 to a rank that has a Year 0 event scheduled to occur in May, this event would take place in May 2020. Any events scheduled for Year 1 would take place in 2021.
Alternatively, if this appointment was created in April 2019, the event would take place in May 2019 and any Year 1 events would occur in 2020.
What makes an event Current and green? What is the timeframe for Current?
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”
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.