Database Configuration

The Database Configuration feature allows the administrator with work request permissions to customize the default field settings for two key areas in Faculty Success. By using this utility, the administrator may select fields available to faculty in CV Imports, as well as the columns that appear for faculty on their Summary Screen activities. Through both options, the administrator will be able to better tailor Faculty Success to meet the specific needs of the institution.

Database Configuration can be accessed through the Tool utility from your Navigation Bar. 

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When you access the database configuration, you will see two tabs: one for CV import and another for Summary Screen Columns. Each tab will have a help category that describes the types of changes that you can make. Continue reading this article to learn more about the two tabs.

CV Import

When you select this tab, the landing page will be the help category, which notes the three methods for prioritizing and managing the fields that will be displayed for users to populate when they attempt a CV Import, which are to make the fields Required, Included, or Optional.

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The other categories in the left-hand side panel correspond to the summary screen activities in your Faculty Success. By selecting a category on the left-hand side panel, you can view the summary screen activity and use the radio buttons on each to customize the fields that users will see as required, included, or optional when attempting to import a CV for that activity. 

Although the field settings for Included and Optional fields are configurable, it is our recommendation that only fields that are primary components of high-usage reports be set as Included. This will streamline the import process for faculty, while ensuring that administrators are gathering key information for their reporting needs through CV Imports.

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When you are finished modifying any of the field settings, press “Save” in the top right corner of the Database Configuration screen.

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Note: While static screens appear in Database Configuration, CV Imports currently only supports data entry through dynamic screens. Learn more about static and dynamic screens here

Summary Screen Columns

The columns displayed in the summary screen activities are there to help users quickly identify what they already have in the system and where there are gaps. The summary screen column tab allows you to customize the default columns displayed so that when your users log in for the first time, they are met with enough information to know which records they have and what they need to add. It is also an opportunity for you to communicate your institution's point of view on what is most important to capture about each type of activity.

When you select the Summary Screen Columns tab, the landing page will be the help category, which states that users can save their own column customizations. Being that, with dynamic summary screens, users can adjust which columns they would like to see.  Screen_Shot_2023-01-11_at_1.29.51_PM.png

To get started, expand on one of the categories on the left-hand side panel that correspond to the summary screen activities, and select an activity to start customizing the default columns for that summary screen. You will then be able to choose what fields on that screen should be displayed by default by checking the box next to the field and unchecking the checkbox for any fields you don't want to be displayed.

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Dynamic-Sub Answer (DSA) Fields 

Columns for dynamic-sub answer (DSA) fields may also be customized for each screen by selecting the field(s) you would like to display from the DSA, then choose between displaying the first row, first three rows, or the last row of the component to display

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Once you save, your settings will be active across the system for users who have not already selected their own preferred columns through the dynamic features on their summary screen views.

Note: As a reminder, the default settings for field settings are based upon the most commonly-utilized reporting structures for faculty activities accomplishments. If you have any questions on best-practices for Database Configuration, please feel free to contact our Support team.

 

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