This article guides administrators on configuring Career Path timelines by adding and editing events, including setting descriptions, requirements, and attaching files. It explains how to publish or save drafts and assign Career Paths to faculty. Additionally, it details configuring optional Effective and Expiration Dates for Base Events to manage event visibility over time and how Exception Events (delays or advancements) affect these dates and timeline display.
Now that the Career Pathway has been created, you will need to configure the Career Path timeline. This article will provide steps for adding events to the Career Path.
Accessing Career Path and adding Events
- Select "Career Pathways" from the Navigation Bar, then select "Configuration."
-
Locate the Career Path you would like to add events to and select the
three
dots on the top right hand corner. Select "Edit", then click Next to
build the
Timeline.
-
To create your timeline, either select a Base Event on the left Tools
pane,
or select “Add Event” from the timeline. Next, select the Base Event
you would
like to add.
-
After selecting the Base Event, the administrator description and settings
will appear. Within the 'Details and Requirements' section, you may provide
specific
instructions for faculty members, such as deadlines, expectations, or
guidelines.
Additionally, you can attach any relevant campus policies, procedures,
or forms
that might be helpful to them. Click "Save" once completed. The Event
name will
be visible to faculty, while the description is only visible from the
Career
Pathway editor.
- If you are ready to publish the Career Path, you may select "Publish." If you would like to draft this for a later time, you may select "Save and Continue Later."
Next Steps
After you've completed adding Events, you will need to assign the Career Path to your faculty. For detailed instructions, please refer to our guide Assigning Faculty to Career Paths.
Configuring Effective and Expiration Dates
Administrators can now set optional date windows that control when a Base Event appears on faculty timelines. This allows institutions to reflect policy changes over time on a single career path, without creating duplicate paths.
When adding or editing a Base Event within a Career Path, administrators have two optional date fields:
- Effective Date: The date on or after which the event will appear on faculty timelines.
- Expiration Date: The date on which the event stops appearing on faculty timelines. The event is not displayed for any calculated date on or after this date.
Steps to Configure Effective & Expiration Dates for Base Events
Navigate to the Faculty Career Pathways management console.
Select the specific career path you want to modify.
Locate the Base Events section and select the event requiring date limits.
Enter the start date in the Effective Date field to dictate when the base events should first appear on active timelines.
Enter the final date in the Expiration Date field to automatically hide or retire the event after that window closes.
Click Save to apply the date rules to the career path interface.
Interaction with Exception Events (Delays and Advancements)
When an Exception Event delays or advances a Base Event, the system evaluates timeline visibility using the new, recalculated date instead of the original scheduled date.
System Logic for Delayed Events
If a timeline shift pushes a milestone past its allowed threshold, the system automatically adjusts visibility based on the following rules:
Original Schedule: The system checks the initial timeline target against the Expiration Date.
Recalculated Impact: If a delay pushes the event's recalculated date on or after the expiration date, the system removes the event from that faculty member's timeline.
Example Case: A career path base event has an expiration date of 09/01/2025 and is originally scheduled for April 2025. An admin-approved delay moves the event to April 2026. Because the recalculated date falls past the expiration date, the milestone is automatically hidden.
System Logic for Advanced Events
When an optimization rule or exception pulls an event forward, the system checks tracking limits to ensure timeline validity:
Original Schedule: The system verifies the initial milestone position against the Effective Date.
Recalculated Impact: If an advancement recalculates the event to a point before the effective date, this instance of the event will not display on that faculty member's timeline.
Example Case: A career path base event has an effective date of 09/01/2025. An administrator adds an exception event that advances all subsequent milestones, moving the base event date to March 2025. Because the new target date (03/01/2025) occurs before the defined effective date, the system hides this instance from the track.