Access to this product feature is dependent on your institution's Watermark agreement
Base ☑ | Faculty Accomplishments ☑ | Reviews, Promotion and Tenure ☐ | Web Profiles ☐
Date fields can be comprised of a combination of month, day, term or year formats. Collecting dates for a record is crucial as it determines if the record should appear in reports. Therefore, by default, the system requires at least one date field to be entered in order to save a record.
To learn more about date fields, how they may be customized for your activity screens and how they work with reporting, continue reading this article.
Date Field Customizations
The customizations listed below can be made to date fields, as necessary, and you may click on a customization to learn more about it.
Removing Date Fields
Date fields can be removed from activity screens where a date should not be collected to save the record. For example, the Personal, Contact and Information screen does not require a date to be entered. If an activity screen should not require a date for the record to be saved and the data in the date field is not needed, you may submit a Screen-Revision Work Request. The request should include:
- The title of the activity screen where the date field(s) you wish to modify are located.
- The label and field code of the date field(s) you wish to modify. The code for a field can be retrieved by downloading the Configuration Report.
- A description and reason for the requested change.
Once the work request is received, it will be reviewed and further updates will be provided through the work request. For more information on this type of request, see Submitting Screen-Revision Work Requests.
|
Note: If any Full-Service type reports utilize the date fields being removed, a separate Report Revision work request must be submitted to update the reports' configuration. Refer to a report's template to review its criteria and determine if it uses the date field you are modifying. For more information, see How to Review a Report Template. |
Changing Date Field Formats
The format of values (e.g., month, day, term or year) for date fields can be changed as necessary. This might be necessary for institution following an Academic Year instead of a Calendar Year or vice-versa. To request a change in the date field formats, submit a Screen-Revision Work Request with the following:
- The name of the activity screen where the date field(s) you wish to modify are located.
- The label and field code of the date field(s) you wish to modify. The code for a field can be retrieved by downloading the Configuration Report.
- A description and reason for the requested change.
- If data is stored in the existing fields, preference for how the data should be translated to the new date structure. (i.e., Update Academic Year 2024-2025 --> Calendar Year 2025)
Once the work request is received, it will be reviewed and further updates will be provided through the work request. For more information on this type of request, see Submitting Screen-Revision Work Requests.
|
Note: If any Full-Service type reports utilize the date fields being changed, a separate Report Revision work request must be submitted to update the reports' configuration. Refer to a report's template to review its criteria and determine if it uses the date field you are modifying. For more information, see How to Review a Report Template. |
Moving Date Fields
Date fields can be moved within an activity screen for better accessibility. To move a date field, submit a screen-revision work request with the following:
- The title of the activity screen where the date field(s) you wish to modify are located.
- The label and field code of the date field(s) you wish to modify. The code for a field can be retrieved by downloading the Configuration Report.
- A description and reason for the requested change.
Once the work request is received, it will be reviewed and further updates will be provided through the work request. For more information on this type of request, see Submitting Screen-Revision Work Requests.
Required (*) Symbol and Date Fields
The required (*) symbol cannot be requested to appear next to date fields unless all date fields within an activity screen are required. This symbol works for a Term and Year or Academic Year question but not for a Day, Month, Year combination date field format.
Term Date Fields
When date fields include term formats, the entered term value is automatically associated with a date range. This date range is used to determine if the record falls within the reporting date range of a report. The default date ranges for each term are:
- Winter: January 1 - January 14
- Spring: January 15 - April 30
- Summer: May 15 - August 31
- Fall: September 1 - December 31
Customizing Term Date Fields
To customize the term date fields, submit a Screen-Revision Work Request with the following:
- New term names
- Generalized date ranges for each unique term name
Once the work request is received, it will be reviewed and further updates will be provided through the work request. For more information on this type of request, see Submitting Screen-Revision Work Requests.
Academic Year Date Fields
The default academic year date range is September 1 to August 31. To modify this, submit a Screen-Revision Work Request with the desired academic year range. Learn more about this request by visiting, Submitting Screen-Revision Work Requests.
Date Fields and Reporting
Faculty Success can designate date fields as either significant or insignificant. Faculty Success uses significant dates to determine if the record will be included on a report, based on the specific date range selected by the user running the report. An insignificant date is simply another data element and we do not use it to date the record, or to determine whether a record is available to a report. However, insignificant dates – along with any data element – can be used in report criteria to refine which records are displayed from those available to a report.
To learn more, visit Significant Dates and Reporting.