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Set Up an Institution to Use Academic Levels

Each unit within the institution is assigned an academic level in Review, Promotion & Tenure (RPT) that corresponds to the number of levels in the existing unit hierarchy of the institution. These academic levels are then used to determine user permissions within workflow steps in order to control access to a case. This allows users to manage access to cases in bulk rather than individually recusing personnel from each given case. This article explains how to set up an institution to use academic levels to manage.

 

When setting up the program, the default value for the top level in the institutional hierarchy  is Level 1, the unit right below is Level 2, and so on. An Institutional Administrator can customize these level labels to match the hierarchy of an institution.  For example, a level named University may be desired for the top level (Level 1), College or School may be desired to tag every unit that is a college/school within the university, (such as the  School of Engineering), and a level named Department may be desired to tag every unit that is a department (such as the Department of Biology).

 

Set up levels

1. Navigate to Academic Levels under Users & Groups

Navigation: Users & Groups > Academic Levels

  1. Click Users & Groups under Review, Promotion & Tenure (RPT) on the navigation menu.
    Review, Promotion & Tenure with Users & Groups
  2. Click the Academic Levels tab at the top.
    Users, Committees & Units section with the Academic Levels tab selected

If someone has already added statuses to the program, they will appear here.

 
 
 

2a. Edit the Name

  1. Click the Edit Name link below the level to be edited.
  2. Enter the new Level Name.

    Note that the units that will fall under that academic level will appear listed.

     
  3. Click Save when finished. 
 
 

2b. Add Units and Indicate Parent Units

When adding or editing units to RPT, the unit level field will appear based on the selected parent unit. The level of a unit will also appear on the Units tab and wherever the hierarchy of the institution is displayed.

Check out our article on how to add or edit units to RPT for further guidance.