Faculty Qualifications Workflow

Faculty

Submit Annual Review Report 

  1. Login to Faculty Qualifications.
  2. Click Workflow.
  3. From your Inbox, click your current Workflow task.
  4. Each department has a template that they have submitted to the Faculty Qualifications Team for implementation. There are various pieces of documentation that each department requires. If your department requires reports from Faculty Qualifications, they will automatically be generated for you. To view the report that is automatically generated for you:
    1. Click the PDF icon next to the report. The report will open, and you will be able to view it. If there are corrections or other items need to be added, close the document and click Save.

You will then need to click navigate to the Activities tab and make your corrections/additions.

Once you have made your corrections/additions in the Activities tab, return to your Annual Review submission and refresh your report(s).

  • Click Workflow Tasks
  • Click your current Workflow task
  • Click Refresh Report to re-run the report and reflect your changes
  1. Complete all required fields (marked with a red asterisk) and any additional optional fields as needed/desired.
  2. Click Save to save your progress and return later.
  3. Click Actions and then Submit to submit your report.

    NOTE: Submissions are final. Be sure your report is exactly what you intend to submit.
     

View Submission Status

  1. Login to Faculty Qualifications.
  2. Click Workflow.

    NOTE: You will see your submission in your History section. Check the Current Step column to see where your Workflow submission is in the overall process.
     

Faculty Response

  1. Login to Faculty Qualifications.
  2. Click Workflow.
  3. You will see you have a new task with Faculty Response in the step column.
  4. Click the task to begin your acknowledgement.
  5. View the comments, scores, and other information the Personnel Committee, Chair, or the Dean entered on your submission.
  6. Type your name in the text box provided to certify that you’ve received your annual review submission, comments, and scores.
  7. Enter any summative comments on your review in the text box provided.
  8. Click Complete once you have finished.

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Personnel Committee

View Documents

  1. Login to Faculty Qualifications.
  2. Click Workflow.
  3. From your Inbox, click on the faculty member submission you wish to review. You will see the faculty member’s name in the Subject column in your inbox.
  4. Click any documents or reports to view them. They will open in a new screen.
  5. Once you have finished reviewing the submission, click Close.

 

Personnel Committee Chair

  1. Login to Faculty Qualifications.
  2. Click Workflow.
  3. From your Inbox, click on the faculty member submission you wish to review. You will see the faculty member’s name in the Subject column in your inbox.
  4. You will be able to see any previous step’s comments and scores above your evaluation section.
  5. Click any documents or reports to view them. They will open in a new screen.
  6. Use the evaluation tool to score and rate the submission. As the Committee Chair, you will need to discuss the evaluation and score with your fellow Committee members and aggregate their comments and scores, as per your department/colleges policy.
  7. Complete all required fields (marked with a red asterisk) and any additional optional fields as needed/desired.
  8. Click Actions and then Submit to move the faculty member’s submission to the next step.
     

Send Back

In order to allow a faculty member to re-submit their Annual Review, the Personnel Committee Chair must send the faculty member's Annual Review Submission back through a process called Send Back.

  1. Login to Faculty Qualifications.
  2. Click Workflow.
  3. From your Inbox, click on the faculty member submission you wish to send back. You will see the faculty member’s name in the Subject column in your inbox.
  4. Click Actions then send back to the previous step.
     
Send Back

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Chair Instructions

View Tasks

  1. Login to Faculty Qualifications.
  2. Click Workflow Tasks.
  3. From your Inbox, click on the faculty member submission you wish to review. You will see the faculty member’s name in the Subject column in your inbox.
  4. You will be able to see any previous step’s comments and scores above your evaluation section.
  5. Click any documents or reports to view them. They will open in a new screen.
  6. Use the evaluation tool to score and rate the submission. 
  7. Enter any comments you wish to add in the comment box provided.
  8. Click Submit to move the faculty member’s submission to the next step.
  9. Make sure your comments and evaluation is correct as you cannot get the evaluation back.
     

Send Back

Sometimes, a Department Chair or Director may need to send a submission that has been sent up to them back down to the previous step, usually the Personnel Committee step, for re-evaluation. This task can be accomplished through a process called Send Back.

  1. Login to Faculty Qualifications.
  2. Click workflow tasks.
  3. From your Inbox, click on the faculty member submission you wish to send back.

    NOTE: You will see the faculty member’s name in the Subject column in your inbox.
     
  4. In the top right corner of your screen, you will see a series of buttons. Click Send Back.
     
Send Back

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Dean Instructions

  1. Login to Faculty Qualifications.
  2. Click Workflow.
  3. From your Inbox, click on the faculty member submission you wish to review.

    NOTE: You will see the faculty member’s name in the Subject column in your inbox.
     
  4. Click any documents or reports to view them.

    NOTE: They will open in a new screen.
     
  5. Sign your name.
  6. Complete all required fields (marked with a red asterisk) and any additional optional fields as needed/desired.
  7. Click Actions and then Submit to move the faculty member’s submission to the next step.

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