Faculty Success Features

Take a look at the following key features that streamline data entry and reporting!

Expanding Text Boxes

You may see two diagonal lines in the bottom right corner of text boxes. Clicking this area and dragging allows you to resize the text box as needed.

Customizing your Dynamic Summary Screens

Dynamic summary screens provide a list of your records for each of your Activity screens. This view presents your saved records in a table format and allows you to sort, filter and search so that you can easily find records.

You can scroll through the table by clicking on the left/right arrows next to the Select Columns button.


Each summary screen has been preset with which fields you will see in the table. However, you can customize your own summary screen table by clicking on the Select Columns button in the top right. From there, a side bar will appear with the fields for that screen. You can customize by selecting the fields you want in your summary screen, and then clicking the Update button. It is recommended that you have no more than 5-7 fields viewable on your Summary Screen.


You can sort records by clicking the arrow next to one of your column headers. From here, choose how you want to sort records. You can also apply a filter to your records in a similar way.


Compare and Merge

With the Compare option on the Activity summary screen, you can efficiently compare records and clean up duplicates. Select up to six potential duplicate records within the summary table and click the Compare button to get started.


A side-by-side, field-by-field comparison of the selected entries makes it fast and easy to review differences. And if you’re comparing records so that you can resolve duplicates, this is also where you’ll choose which data from each record to keep when you merge them.

To prepare to merge records, first choose which record the data should be merged into (the "master record"), and then select the desired data for each data field. Once you have verified the data which should be kept as part of the resulting record, click the Continue button to preview the results of the merge.


The preview page will open in a familiar, editable view so you can easily review and confirm the results of your selections. If you need to modify a selection, you can go back to the comparison screen using the Back button. You can also edit any of the fields on the preview page directly, to correct something or add data that wasn’t originally part of the records you’re merging.

When you are ready to complete the process, click the Merge button to finalize the process of combining multiple records into one. Once the merge is completed, all compared records other than the record identified as the "master" will be deleted.


Import Citations from Other Systems

Access to this product feature is dependent on your institution's Watermark agreement

There are two ways for you to bring citations into Faculty Success from other databases.

First, you can load BibTeX files into Faculty Success. BibTeX Imports enable you to import citations from a wide variety of reference managers or databases — for example, EndNote, Google Scholar, Mendeley, RefWorks, HeinOnline or Zotero. Read more here about how to import a BibTeX file.

Second, you can import citations directly from Crossref and PubMed. If your campus has a subscription, you can also import directly from ORCID, Scopus and Web of Science. Read more here about our publication import options.


While you are managing your activities, you may want to see how a particular change looks on a report. Try adding activities from a custom formatted report to see a live preview of how new activities or updates to existing activities are reflected in your reports. Read more here.

Linked Records 

Users on your campus may often collaborate on the same scholarly activity. In such scenarios, the user who creates the activity record initially can utilize the Record Linking feature to include other users in your campus as linked collaborators. As a result, the record will then appear in the activities of linked collaborators with a locked icon, indicating it is a linked record. To learn more about linked records, see Managing Linked Records

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