CV Imports

Access to this product feature is dependent on your institution's Watermark agreement
Base | Faculty Accomplishments | Reviews, Promotion and Tenure | Web Profiles

The CV Import feature in Faculty Success will assist you in quickly and accurately entering data into the system using the source you trust the most—your CV! The CV Imports feature can be used to import data such as your Teaching, Service, and Research activities from your CV.

The CV Import feature uses highlighting technology to assist you in identifying areas of your CV that correspond to specific activity screens within Faculty Success that are customized by your system configuration. After you've finished highlighting, you'll go through a series of steps to review, validate, and confirm the data you're about to upload.

Getting Started

To get started, navigate to the CV Import tool in the Navigation Bar. If you do not see this tool in your Navigation Bar, please contact your Faculty Success Administrator. Additionally, if you are unsure where an entry should be imported to, please contact your Faculty Success Administrator to keep in accordance with your institution's standards.

From the CV Import tool there will be 3 steps involved to uploading your data from your CV. The steps can be completed as follows.

  • Step 1: Upload CV
    You can upload your CV to the file upload field shown below as long as it is in a compatible format (.doc, .docx, .odt, .rtf). After uploading your file, click on the "begin" button (which will turn blue after uploading your file) to proceed to the next step. 
    Screenshot 2023-10-13 at 9.56.03 AM.png

    If you previously uploaded your CV, you will see additional sections in Step 1 where you can choose to continue working on it by clicking "Open" on it from the box it appears in the "CVs In Progress" or "My CVs" sections. See below for more information on these sections.

    • CVs in Progress: CVs you were working on will appear here, and you can click the "open" button to resume work on the CV from where you last saved it. You can also restart your import by selecting "CV" import, which will revert any progress you previously made and restart the process from the beginning.

    • My CVs: All CVs you have uploaded will appear in this section, and you can choose to continue where you left off by selecting "Open" or the red trash can icon Screenshot 2023-11-21 at 3.53.26 AM.pngto permanently delete the CV.
      Keep in mind that deleting a CV will erase any progress you had made and this action cannot be undone.

  • Step 2: Highlight Content 

    In this step, you will first select the type of activity to which you will import data from your CV by simply clicking on the activity from the right-hand side drawer, and you can view all of them by using the scroll bar. If you previously selected activities, you can use the "Filter Activity Types" field within the drawer to view activities you completed, worked on, or have not begun.

    Screenshot 2023-10-16 at 1.51.05 PM.png

    Once the activity type is selected, you will complete 4 steps to edit and confirm the data you are importing.
    • Highlight Entries: This is where you will highlight all entries that match the selected Activity Type as they appear within your CV. Multiple entries can be highlighted, and by clicking on a highlighted entry, you have the option to keep or remove it from the import. 

      Screenshot 2023-11-03 at 11.57.57 AM.png

    • Confirm Entries: After you've highlighted all relevant entries to the activity, you'll be able to verify the records you've highlighted in the Highlight Entries step. Each highlighted record will be displayed as a separate entry for review.

      Merge or Split Entries : Entries that appear to have been incorrectly highlighted can be merged or split using the Merge or Split Entries button during this step of the process. When you click the "Merge or Split Entries" button, two new tabs will appear in the left-hand side menu: "Select Errors" where you can select the highlighted entries you want to Merge or Split, and "Correct Errors" where you can Merge or Split the entries to the desired layout. Remember that you must first select the entries you want to edit before moving on to the next tab to correct them.

      Screenshot 2023-11-03 at 12.17.31 PM.png

    • Highlight Fields: Now that entries from the uploaded CV have been highlighted, you can associate required and recommended fields within Faculty Success to the highlighted entries. Required and Recommended fields are determined by database configuration set up by your institution's Faculty Success Administrator. Required fields will appear with a red asterisk (*).

      After selecting one of the required or recommended fields, you will be prompted to classify the entries according to the nature of the field by selecting the Add button. 

      Screenshot 2023-11-03 at 12.21.05 PM.png

      For fields with drop down list values, a drawer will appear in the right half of your screen. From here you can select the appropriate value for each entry.

      Screenshot 2023-11-03 at 12.22.46 PM.png

      For text fields, such as the title of an Award or Honor, you can use the Manual Entry button to open a drawer on the left-hand side where you can enter the entry's title. You can also use the "Manual Entry" button to enter any additional information required for the field.

      Screenshot 2023-11-03 at 12.25.59 PM.png

      If you need to move to a different Activity type before finishing the review process of their current Activity Type, you can access the drawer menu by clicking on Highlight Content within the step indicator.
    • Review: After highlighting all of the necessary entries for the selected Activity Type, you will have the opportunity to review and edit each entry before importing.

      After confirming the accuracy of your entries, the Activity Type sidebar will appear and allow you to continue the parsing process for other activities, or to proceed to the final review before importing.

      Screenshot 2023-11-03 at 1.37.31 PM.png
  • Step 3: Review 
    The final review screen will show all of the entries to be imported alongside the required and recommended fields associated with such records. Once you have confirmed the accuracy of all entries, click “Import” in the lower right hand corner of your screen then you will receive a message that the entries were imported successfully and you will be able to see them in their corresponding activity screen. For instance, if you imported entries related to the degrees you have obtained they will appear in the Degrees activity screen. 

    If you find that you need to remove or change any of the highlighted entries in your review, refer to the sections below that correspond to the action you want to take.

Note: Your institution may different standards for where entries should be added, so if you are unsure where to add an entry, please contact your Faculty Success Administrator.

Removing Highlighted Entries  

To remove a highlighted entry, return to Step 2 and navigate to the Highlight Entries tab, where you can double-click on the highlighted entry you want to remove. After double-clicking on the entry, a small window will appear, and you will select "Remove Highlight" to remove the highlighted entry.

Screenshot 2023-11-21 at 3.58.34 AM.png

Editing Highlighted Entries  

To edit an entry, simply go to Step 2 and navigate to the type of activity the highlighted entry is located within to begin editing the entry to make any necessary changes. 

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The fields that appear throughout the CV Import process were customized by your Faculty Success Administrator using the Database Configuration tool that is available to them. If you have any concerns or questions about the fields in the CV Import tool, please contact your Faculty Success Administrator. It is highly recommended to import your data from your CV using the CV Data Import tool in batches to allow for an easier review process when importing the data at the end.

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