Using CV Imports

Faculty Success is committed to helping you capture, reflect on, and tell the story of your activities and accomplishments. When it comes to gathering faculty’s teaching, research and service activities, it may feel like double duty since a lot of this data is already maintained in faculty's CV. We also know that it’s time-consuming to repackage the information from a CV numerous times a year to share it with different stakeholders, whether that be for a web profile, a faculty review process, or for an accreditation reporting cycle. The CV Imports tool will allow faculty to transfer data from an existing CV into Faculty Success quickly and accurately.

The availability of the CV Import Tool is dependent on the security roles in your system. By default, your Faculty and Manage Data roles will have this permission assigned to the security role, but this may be further customized by submitting a general work request. Remember, the scope of the security role will determine if the user has access to CV Imports for their own activities, or via Manage Data for another account.

Using CV Imports: Step-by-Step 

For a video tutorial of this feature, please click here.

Users will access CV Imports in the top Navigation bar. 

CV_Import.png

From the CV Imports utility, users upload a file with a compatible format (.doc, .docx, .odt, .rtf). Previous uploads will be listed under My CVs, where you can open and/or download them. If you need to return to work on your CV, you can save your progress by selecting Save, and the CV you were last working on will appear in a new section called CVs in Progress.

CV_import_upload.png

After selecting "Begin," users will have the option of selecting specific sections of their uploaded CV to import into their institution’s database. A drawer will appear that includes the data collection screens available for importing data. The list of information will match the order of activity screens from the main Activities page of the system. Start by selecting an Activity Type from the available options that matches the content from the CV to be imported.

CV_Import_Activities.png

Users can also select the Filter Activity Types field to filter activity types that have been completed, started, or not started.

After selecting the Activity Type, users will proceed through the following steps:

1. Highlight Entries: Users will highlight all records that match the selected Activity Type as they appear within their CV. Multiple records can be highlighted, and by clicking on a highlighted entry the user has the option to keep or remove that record from the import.

CV_Import_highlight.png


CV_Import_activities_2.png

2. Confirm Entries: After highlighting all relevant activities, the user will then have the opportunity to verify the records that they selected in Highlight Entries. Each of the highlighted records will appear as a separate entry for review. Records that appear to be parsed incorrectly can be merged or split through the “Merge or Split Entries” button. To merge or split these records, users will highlight the record to match the desired layout and press “Next” once this has been completed.

CV_Imports_confirm.png

3. Highlight Fields: Now that activities from the uploaded CV have been identified, users will associate required and recommended fields within Faculty Success to the highlighted entries. Required and recommended fields are determined through the Database Configuration utility.

CV_Import_recommended.png

After selecting one of the required or recommended fields, users will be prompted to classify the record according to the nature of the field. For fields with drop down list values, users will select the appropriate value for each entry from the drawer. 

CV_import_add_degree.png

For text fields, such as the title of a Publication, users will highlight the relevant portion of their CV entry.

CV_Imports_highlights.png

Any data needed for a recommended or required field in Faculty Success that does not exist in a CV can be manually entered by using the "Manual Entry" button.

If a user needs to move to a different Activity type before finishing the review process of their current Activity Type, they can access the drawer menu by clicking on "Highlight Content" within the step indicator.

4. Review Records: After highlighting all of the necessary fields for each record, users will have the opportunity to review and edit each entry before importing. 

CV_review_enteries.png

5. Import Records: After confirming the accuracy of these records, the Activity Type drawer will appear and allow the user to continue the parsing process for other records, or to proceed to the final review before importing CV entries.

cv_import_review.png

The final review screen will show all of the records to be imported alongside the required and recommended fields associated with such records. If a field has a missing or incorrect value entry, it will have a red triangle with an exclamation mark and a message indicating what is needed to resolve it. Please make the necessary changes to these fields by clicking the Edit button. After the changes are made, you will be able to import your records into Faculty Success.

Once the user has completed all required fields and confirmed the accuracy of all records, they will click the Import button.

cv_import_review_final.png

 

CV Imports is currently best suited for faculty who do not have existing data within Faculty Success, such as new hires or institutions currently in implementation. As our development of CV Imports continues, we will be posting announcements in the News & Updates article that highlight exciting new features and how they will benefit all users of Faculty Success at your institution.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

How to Contact Support
Click here to submit a ticket for the Support Team.
Watermark Academy
Click to access the Watermark Academy for free webinars, workshops, certifications, and free on-demand training