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Create Personal Vita Templates

Faculty and Administrative users can create personal vita templates and use these templates to create and export vitae for personal use. Faculty can add custom text to institutional vita templates, but cannot change section settings, or styling on the vita output. The display settings of personal templates allow users to set formatting options that will be applied to every section of the vitae generated by the template. 

This article is about creating personal vita templates and personal vitas.

 

You may also find it useful to check out this article on how to how to Set Vita Template Information and Settings.

 

This article does not cover information on Legacy Vitas.

 

Create Template

1. Navigate to My Templates

Navigation: Vitas & Biosketches > My Templates

  1. Click My Templates under the Vitas & Biosketches section of the navigation.
    Vitas & Biosketches section with My Templates highlighted
  2. Click the Create New Template button.
 
 

2. Select Unit and Template 

  1. Select the Unit of the template.
  2. Select the template to copy.
  3. Click the Next Step button.
 
 

3. Set Template Information and Display Settings

Follow the instructions below to set up the template information and settings. 

  1. Set Vita Template Name and Description.
  2. Set Display Settings to set formatting options that will be applied to every section of the generated vita.
  3. Click Create Template when finished.

Note that if the template is shared with others, the Vita Template Name and Vita Template Description will be visible.

 
 
 

Edit Template

Once a vita template is created, users will need to set up the template information and settings. 

 

1. Navigate to Edit under My Templates

Navigation: My Templates > Select Template

  1. Click My Templates under the Vitas & Biosketches section of the navigation menu in FAR.
    Faculty Activity Reporting section with My Templates selected
  2. Select one or more templates to edit, and click the Edit button.

 
 

2. Make necessary changes

Action Steps
Set Template info/settings
  1. Click Edit General Information at the top of the page.
    Edit General Information button with pencil selected with Edit Template Styling with underlined A not selected
    • This button opens a drawer to edit the Name, Description, and Display Settings. 
  2. Click Edit Template Styling at the top of the page.
    • This button opens a drawer to edit the Citation Style and formatting (fonts, font size, color, alignment, spacing, borders, and paragraph style) for the Titles, Headings, and Paragraphs. All changes will be added to the template and will define the styles of all vitas made using the template.
Reorder/Hide/Copy sections
  1. Click Reorder All Sections
    Standard Vita Template section with Reorder All Sections selected
  2. This button opens a drawer where users can:
    • Click the up or down arrows to move the order of shown and hidden sections by one space. 
    • Drag and drop the sections to desired section order.
    • Select a number using the dropdown to indicate where the section will appear.
  3. Click Hide All Sections or Show All Sections to display or not display all sections of the vita if necessary.
    • This can also be done for individual sections by clicking the Hide Section or Show Section button adjacent to the desired section.
    • Click the Up and Down arrows to move the section up or down a section at a time.
  4. Click Copy to copy and rename a section.
Edit sections Click Edit adjacent to the desired section name. Below are some editable options that will display.
Edit Table Columns

To edit the table column configuration when using tabular format, take the following steps:

  1. Ensure the Settings drawer displays by following the navigation My Templates > Edit Template > Edit > Settings
    Settings drawer displays with section name field, section description field, display style field, numbering field, and show description, show journal metrics, and display link to attachments checkboxes
  2. Select Tabular from the Display Style dropdown.
    Display Style dropdown with Tabular selected
  3. Click the Edit Table Columns button that will appear beneath the Display Style dropdown.
  4. Click to Shown/Hidden adjacent to each column name and Drag and Drop the column names to decide what columns appear on the vita table and it what order. Watch the GIF below for guidance on this process.
  5. Click Save at the bottom of the configuration panel to apply  changes
Section Grouping

Sections can be grouped by activity classifications or designated database fields such as city, degree, discipline, and more.

  1. Click Section Grouping.
  2. Select the type to Group By from the dropdown menu.
    • Grants have the added ability to group activities by Status.
    • Scholarly Contributions and Creative Productions can also be grouped by Subtype and Status.
Styling
  1. Click Styling.
  2. Click the dropdown menu for the desired header to choose the styling and formatting.
 
 

3. Save and Preview the template

  1. Click Preview  to view how the base template will look when a vita is created for export.
  2. Click Save to save the vita template.
    Save and Preview button next to the back button
 
 

4. View editing history

  1. Click View Editing History at the top of the page to view a log of changes made to the vita.
    Standard Vita Template section with View Editing History adjacent to it
  2. Select the Start and End Date to display the editing history during a particular date range.
    • Reports can be downloaded as a .CSV file. This will list the date and time of changes, the user who made the changes, and the number of changes made.
 
 

The vita template will be available for selection when creating a vita. The template can be managed from the My Templates page (edited, archived), and will be available when creating a vita.

 

FAQ

How do I configure my personal vita?

Your vita can be configured by clicking Vitas & Biosketches on the Dashboard. Once your vita is configured, you can export your data into Microsoft Word to further format your document.

 
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