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Overview of Vitas and Templates in the New Vita Builder

This article explains where to find Vita Builder templates and the difference between linked and unlinked templates (when creating an institutional template). 

 

This article does not review Legacy Vitas. In this article, Vita refers to the new vita builder, not Legacy Vitas.

 

Overview

About Templates

The template sets up the vita. The template specifies the sections, settings, and styling of the vita. Faculty use templates to set up their own personal vita configurations. They can specify the settings they want, such as which sections should be shown, section/activity order, and more. This is also where faculty can make style specifications to indicate how their vita should be styled.

Administrative users with the proper permissions can also create institutional templates and indicate if the templates they create will be linked or unlinked.

Note that this is not where faculty will view their vita. The template simply allows them to create the configuration for the vita which will be generated after going to Vitas.

 
 

About Vitas

The vita is the output of the template. This is where faculty will go to add custom text, generate/save/export their vita. Vitas are the output of the faculty member's activity information based on the template they have selected to use. Faculty will have the option here to select either a template they created themselves under My Templates or a template that the institution has created for them to use. Faculty can select the term or date range for the activities that they want to see and add custom text to their activities. Faculty are not able to make changes to the vita's configuration or styling from here. Faculty can also access their available institutional vitae, their personal vitae, and any vitae they have archived.

  • If using an institutional template, configuration and style changes will need to be made by an administrator.
  • If using a personal template, the faculty member can make changes by updating the relevant template under My Templates, and any vita using that template will automatically update with the changes.
 

To create 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
  1. Click the Create New Template button.
 

To create vitas

Navigation: Vitas & Biosketches > Vitas

  1. Click Vitas under the Vitas & Biosketches section of the navigation.
    Vitas & Biosketches section with Vitas highlighted
  2. Click Add New Vita
 

 

Personal vs. Institutional Template/Vita

  Personal Institutional
Template Created and managed by individual users for personal usage. Created and managed by administrators at the institution and used in RPT cases that use vitas/attachments from FAR as well as activity input forms.
Vita Generated from a template created and owned by the faculty member. Section settings/styling can be updated by the faculty member on the template in order to modify the vita output. Generated from an institutional template; faculty can add custom text but cannot change any section settings/styling on the vita output.

FAQs

What is the difference between a vita and a template?

  • Template: The template set up the vita. The template specifies the sections, settings, and styling of the vita.
  • Vita: The vita is the output of the template. This is where faculty will go to add custom text, generate/save/export their vita.
 

What is the difference between a personal template/vita and an institutional template/vita?

  • Institutional Templates: Created and managed by administrators at the institution and used in RPT cases that use vitas/attachments from FAR as well as activity input forms.
  • Personal Templates: Created and managed by individual users for personal usage.
  • Institutional Vitas: Generated from an institutional template; faculty can add custom text but cannot change any section settings/styling on the vita output.
  • Personal Vitas: Generated from a template created and owned by the faculty member. Section settings/styling can be updated by the faculty member on the template in order to modify the vita output.
 
 

What is the difference between Linked and Unlinked templates?

  • When the unlinked option is used to create a template, the unlinked template will be independent from the source. It will inherit the source template's unit and settings, but any changes to the source template after the cloned template is created will not be carried over.
  • When the linked option is used to create a template, the new template will be linked to the source. Changes to the source template will carry down to any and all reference templates. Creating a new template will allow the administrator to change the unit and settings during the creation process.
    • If there is a nested relationship, changes to any source template will affect all nested reference templates.
    • While the changes made to a source template will be carried down to any reference templates, the reference templates are not locked; administrators can show/hide sections, update styling, modify section order, etc., without error. However, subsequent updates to the source template will override changes made to reference templates.
 

Will changes made to a template update vitas dynamically?

Yes, changes made to a template will automatically update on vitas created with that template.

 
 

What actions are logged in a template's edit history?

  • The edit history log is only available for institutional templates and includes the following:
    • Creation date (not available for Cloned templates)
    • Changes to a template’s general information or styling
    • Changes to section visibility, settings, and styling
 
 

Can a deleted template be restored?

No, once a template has been deleted, it cannot be restored. It is best to archive templates if they may be used again in the future. Archived templates can be made active again at any time.

 
 

Can a personal template be shared with other users?

No, a personal template is only accessible by the individual who created it.

 
 

Can a personal vita be included on RPT cases that use vitas/attachments from FAR or activity input forms?

No, these product areas will only incorporate vitas generated from institutional templates; personal vitas are unable to be included.

 

Will custom text added by faculty to their vita be visible on RPT cases that use vitas/attachments from FAR or activity input forms?

Custom text is tied to a specific vita, not the template. These product areas generate vitas based on the specified template (rather than including a vita created by the individual faculty member), so custom text will not be supported.

 
 

What happens to a vita created from a template that is eventually archived or deleted?

  • If the template was archived, there will be no impact to existing vitas, but that template will no longer appear as an option to create new vitas.
  • A template cannot be deleted if existing vitas were created using that template. If all associated vitas are deleted (not archived), the template can subsequently be deleted as well.
 
 

Can a deleted vita be restored?

No, once a vita has been deleted, it cannot be restored. It is best to archive vitas if they may be used again in the future; archived vitas can be made active again at any time.