Activity Screens & Fields

  • Resolving Duplicates with Compare and Merge

    With multiple ways to add activity records to the system, including several that can create multiple records at once - like Publication Imports and CV Imports - users need a way to quickly resolve duplicates to ensure high-quality data they, and you can have confidence in. The "Compare and Merge" feature enables users to do just that. As a user within Faculty Success, y...

  • Basic Screen Types

    There are two types of screens in which to enter data in Faculty Success: static and dynamic. Static Static screens collect data that are fixed and not likely to change, and for which you do not need to track any incremental modifications over time. You can only enter one record on a static screen. By default, there are two static screens in Faculty Success: Personal an...

  • Summary Screens

    Overview When you select a dynamic screen from the Main Menu of the Manage Activities or Manage Data utilities, a summary screen displays all the records entered for the user on that screen. Summary screen from the Presentations screen. The above screen shot outlines the various features available on a Summary Screen: Search: Enables you to search for records containin...

  • Configuration Report

    In your day-to-day work with Faculty Success, it is helpful to have materials to reference how your data collection instrument is currently configured. The Configuration Report is a one-stop-shop for this information. This is a system-generated Microsoft Excel workbook showing the structure of your Faculty Success instrument, with the details of the input fields for eac...

  • Field Types

    The following table shows the available field types in Faculty Success. You can add Help Buttons, which open a pop-up window with content written by your institution, to any field. We cannot add Help Buttons to the Main Menu or to summary screens. Table 2: Field Types in Alphabetical Order Field Type Usage Example Data Stored/Purpose Checkbox List Qualifications ...

  • Data Access Settings, Descriptors and Restrictions

    There are a number of attributes we can place on screens, fields and sometimes data. This article will outline the following settings: Access: Settings which apply to the screen, field, or data level to determine whether all users, users with access to Manage Data, or no users have access to edit records for the screen, data for the field, or specific data elements. Ac...

  • Checkboxes and Drop Down Lists

    Checkbox and drop-down list fields use a set list of options. This helps with data consistency across users if you need to be able to use the response to a given field to group or sort records in reports. For consistency, the same dropdown list and also be used across multiple screens. For example, the same department dropdown list is also commonly used on Directed Stud...

  • Date Fields

    Overview Date fields can be comprised of a combination of month, day, term, or year elements. Collecting dates is crucial to accurately reporting records on reports. For this reason, by default we require at least one date field to be filled out in order to save a record. For details on this feature see Requiring Significant Dates. Common Customizations Removing Day an...

  • Supported Customization - Summary Screen

    Customization should always be aimed at making data entry easier for your users. Instructional text can be added to the summary screen to describe the purpose. You may include hyperlinks or minor text formatting such as bold and italics. To add or revise summary text for a screen, submit a Screen Revision(s) work request. To set summary text for multiple screens at onc...

  • Dynamic Sub-Answers (DSA)

      A dynamic sub-answer (DSA) is a record within a record. An example in Faculty Success is the Department DSA on the Yearly Data screen, which enables a user to associate a user with multiple departments for a given academic year. We can apply access, descriptors, and restrictions to both fields and data in a DSA. Users can select how many DSA rows to create at one time...

  • Store File Fields

    Files can be associated with records in Faculty Success. This enables your campus to report activity data and supporting documentation together to provide a more complete picture of the activities in which your faculty members are involved. By default, Store File fields are on the following screens in Faculty Success: Personal and Contact Information Education Schedule...

  • User Reference

    A user reference field is a search box of your instrument's user accounts that are tracking activities. User reference fields are used to associate records with user accounts. Records with which a user has been associated are visible to that user. An example of User Reference usage in Faculty Success is the Authors DSA on the Intellectual Contributions screen, which ena...

  • Record Reference Fields

    What is it? Record reference fields allow a user to associate one record in Faculty Success with another. For example, when entering a new record for an award or honor, a record reference field would allow the user to select the publication, already entered in the Intellectual Contributions screen, for which they have received the award. A common example of a record ref...

  • Handling Maiden/Alternative Names

    A user only has one account name in Faculty Success. This is desirable for many reasons, but makes it difficult to accurately represent contributors to publications, grants, etc. if a person's name changes or differs by publication. With this enhancement in place you can now ensure that the name under which an individual contributed to a given activity is recorded and d...

  • Character Limits

    A 20,000 character limit (character, not words) is enforced on text fields within Faculty Success. You can see this by downloading the Configuration Report and looking at the Max column. You could always request to have this setting customized and choose something less than 20,000 characters through a Screen Revision work request. Keep in mind that for existing data, a ...