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Manage a Break in Service

A break in service may occur when a faculty member steps away from their position. If the faculty member will remain in the same Series upon their return, their Professional Journey may be restarted by creating a record of their separation then restarting their appointment.

 

End Contract Expiration

1. Navigate to the desired faculty appointment under Faculty

  1. Click Faculty on the navigation menu.
    Faculties selected under Lifecycle Management
  2. Click the desired Faculty Name.
  3. Click the desired Appointment Name under the Appointment Information section.
    Appointment Information section with Appointment, Start Date, Contract Expiration, Type columns
 
 

2. Edit Expiration Date

  1. Click Edit at the bottom of the drawer that displays.
    Edit button selected at the bottom of the Clinical Professor information
  2. Adjust the Contract Expiration Date to end the contract for the current appointment.
    Contract Expiration Date with calendar icon selected
 
 

Upload the Appointment File

1. Navigate to Load Data under Administration

  1. Click Administration on the navigation menu.
    Administration selected under Lifecycle Management on the navigation menu
  2. Click the Load Data tile.
    Load Data tile selected with Upload a CSV of items to quickly set up your account written below
 
 

2. Upload Appointments

  1. Click the +New Upload button in the upper right-hand corner.
  2. Select Appointments as the Type of item you want to upload.
  3. Ensure the checkbox adjacent to Update existing "Appointments” items is NOT selected.
    Configuration section with Update existing appointments items checkbox unselected

    Note the contract start date must be later than the end date for the initial appointment.

     
  4. Fill out the information.
  5. Scroll to the bottom and click the Continue & Process button when finished.
 
 
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