Create Institutional Vita Templates
This article outlines how Administrators with full administrative rights in Interfolio Faculty Activity Reporting (FAR) can create and manage institutional vita templates at their assigned units, and any units beneath theirs in the unit hierarchy.
If an admin edits a vita template after faculty have started using it, the previously entered data will remain intact. When faculty re-pull their vitas, the output will reflect the new formatting while preserving their existing data and potentially incorporating any new edits made by the faculty since the last pull.
Create Institutional Vita Templates
- Navigate to the Setup page and click Institutional Vita Templates under the ‘Configuration’ section.
- On the Institutional Vita Templates page, view all templates in either the ‘Active’ or ‘Archived’ tab.
- Status Column: Templates with the status ‘Active’ are available for faculty use as a source template, while ‘Draft’ are not accessible until published.
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Manage Existing Templates: You can check the boxes next to the desired template(s) to ‘Archive,’ ‘Edit,’ or ‘Activate Template’ from the navigation bar that appears at the top.
- Click the +Create New Template button at the top of the page to open the ‘Create New Institutional Template’ page. Identify the source template and unit then click the ‘Continue’ button when finished.
- Select whether to link or unlink the new institutional template from the source template. Linked templates inherit updates from the source. Click the ‘Continue’ button when finished.
- Enter a name and description of the template and configure the display settings across all sections of vitas generated from the template. If the template is shared with others, the name and description of the vita template will be visible.
New Autogeneration Feature
Institutional Administrators in FAR now have the ability to indicate whether to share vitas with faculty! If “Show to faculty” is selected, the vita will automatically appear as a link on the list of institutional vitas to which the faculty have access.
- Click Save as Draft or Create and Activate when finished to navigate to the vita's settings page.
After publishing, users in the designated unit can create vitas using the template, preview it, and customize styling and sections.