Work Requests

  • Overview of Work Requests

    What is a Work Request? A work request is the formal method for requesting work on your Faculty Success database. You can use work requests to: Create and manage user accounts in bulk Submit data import files Request screen revisions Request new full-service reports Revise existing full-service reports Modify security roles Set up additional features The Work Requests...

  • Deleting Records in Bulk

    There may be situations where you need to delete many records at one time.  You can submit a work request to have this done for you.  Work Request Requirements To do this you need to submit a "General" work request You must indicate the Screen from which the records should be deleted in the work request title You must include a list of the record IDs. You can get these...

  • Creating, Updating, Disabling and Deleting Users in Bulk

    You can add, update, disable and delete users one by one through the Faculty Success Users and Security utility. But this can be cumbersome when you need to perform these actions in bulk. To create, update, disable or delete more than 10 users, you can simply submit a CSV file in a work request with the relevant information, as follows. Creating New Users Submit a User...

  • Importing Data Using a CSV

    You can create and/or update records in bulk by submitting a properly formatted CSV file for import through the Faculty Success Work Requests utility. The required format for an import is very similar to the CSV formatting of a Faculty Success Data Export (Reports > Create a New Report > Data Export). However, you should not include the informational columns that are in...

  • Submitting Screen Revision Work Requests

    Before requesting modifications to your data collection screens, keep in mind that your Faculty Success data will be affected by almost all changes except for those that are purely cosmetic (e.g. adding help text) or additive (adding fields to an existing screen). Changing drop-down list values changes records in your database that use those values. Deleting fields dele...

  • Submitting Report Revision(s) Work Requests

      Submit a separate Report Revision(s) work request to Faculty Success for each report you need revised. The reports you submit should be in Microsoft Word or Excel, or Rich Text Format. Additional information should accompany each report. ➤ To modify an existing custom report: Select Work Requests in the Navigation Bar. Select Report Revision(s) in the drop-down list...

  • Submitting Report Setup Work Requests

    Submit a separate Report Setup work request to Faculty Success for each report you need built. The reports you submit should be in Microsoft Word, Microsoft Excel or Rich Text Format. Additional information should accompany each report. ➤ To add a new custom report: In Faculty Success, select Work Requests in the Navigation Menu. Select Report Setup in the drop-down li...