Add Exception Event for Faculty

Individual faculty members may have circumstances that require exceptions to be made in their journey.  It is easy to create exceptions in Lifecycle Management that will apply only to a given user, but will not effect other faculty members of the same rank and/or on the same professional journey.

When someone is added to the program, they are scheduled to go through the ranks and events that are part of their appointment at a particular rank and year. Events can be added or deleted for an individual, and these changes will not effect other users. The most common example would be changes in the timeline of events because of leave, or when users are hired or appointed outside of rank. 

Using an accelerated exception event allows users to shorten the timeline for an individual faculty member. This feature is useful for a faculty member that has been hired with years of credit towards their probationary period.

See here for instructions on how to use an accelerated exception event

How to add an exception event
1. Click the faculty member's name to open their profile

Exceptions can be created and managed from the profile of an individual faculty member.

Faculty List
2. Click to open the "Timeline Options" of the professional journey you wish to edit

On the faculty member's profile, scroll to the journey you wish to edit and click to open the Timeline Options.

Faculty Profile
3. Select Add Exception Event from the dropdown

Click the Timeline Options button and select Add Exception Event.

Select Add Exception Event
4. Add exception event

On the Add Exception Event page you will need to fill out the form with details about the exception event. You can also preview impacted events, add additional information and attach files to support or provide a record of the event.

Fill out Add Exception Event form
  1. Select the Rank from the dropdown list.
  2. Enter the Event Name
  3. The leave Type will already indicate Exception
  4. Select Start Date and End Date for the event
  5. Enter a Reason for the event
 Add Exception Event

The information below cannot be edited. if you need to make further changes after creating the exception event, you will need to create a new event or edit events individually.  

  1. Indicate if you want to change the timeline (yes or no)
  2. If the answer above is Yes, you will need to indicate how the timeline will change.
  3. Select an option to Extend Timeline or Accelerate Timeline from the dropdown list.
  4. Set the Duration of the exception by indicating how many months or years it will last.
Change the Event Timeline
Preview impacted events

Click Preview Impacted Events to open a list with all events that will be impacted by the exception. To the right of the page you will see a list of the events, with Current Dates and New Dates.

Preview impacted events
Enter additional information

You have the option to enter additional information about the event and attach files that support or provide a record of the event.

5. Click "Save"

You must click Save to confirm and make your changes.

Lifecycle Management - Interfolio
Lifecycle Management - Interfolio
How to use an accelerated exception event

Using an accelerated exception event will allow you to shorten the timeline for an individual faculty member. This feature is useful for a faculty member that has been hired with years of credit towards their probationary period. By incorporating an accelerated exception event into the faculty member’s timeline you can expedite the faculty member’s progress towards their tenure review year. 

Follow the steps below to use an accelerated exception event:

5. Set Start Date and End Date: 

Start Date: The start date of the exception event must be before any events impacted by the timeline adjustment. In the below example we’re adding an exception event after the initial appointment. The exception event must have a start date greater than the faculty member’s initial appointment date of Jan 1, 2026. We used July 1, 2026. 

End Date: The end date of the exception event must be before the start date of the existing event. In the below example the exception event end date must occur before May 1, 2028. We used Aug. 1, 2027. 

Set Start Date and End Date: