Customize Faculty Classifications
Faculty Classifications (FC) in Faculty Activity Reporting (FAR, Faculty180) categorize faculty into useful groups, such as by rank, tenure status, or employment status (full-time/part-time). These classifications are essential for filtering specific faculty groups using the faculty selection tool and are critical in preparing for accreditation reporting. Managing FCs requires Full Administrative Rights granted via unit permission.
Setting up FCs is critical for accreditation reporting, but keep in mind that incorrect selections can overwrite existing entries.
When updating FCs, keep in mind that they are stored by term and year to avoid data issues. The method chosen to update FCs can affect how data is populated and stored, so incorrect options may lead to unintended consequences.
Manage Existing FCs
- Before data has been loaded: Check out the 'Managing Faculty Classifications' section of the Best Practices Data Integrity article for further directions on how to make changes to existing FCs before data has been loaded.
- After data has been loaded: Please contact help@interfolio.com for support from our Technical Services Team to update or delete Faculty Classification values (e.g. Rank Name) after data has been loaded.
Custom FCs cannot be used to Search All Faculty, but you can use them to filter the information in a report as long as it has the following configurations:
- Display type: Dropdown Select Box or Multiple-Item Select Box
- Show as a filter in reports: Yes
Customize Faculty Classifications
- Navigate to the Setup page on the navigation menu, click Faculty Classifications under the Customize column, then click the hyperlinked number for the relevant unit to navigate to the Manage Faculty Classifications page.
- Activation/Deactivation: A Blue Checkmark indicates the FC is active—click it to deactivate. A Purple Exclamation Mark indicates the FC is inactive—click it to activate. An inactive classification's title cannot be reused.
Deactivating a FC does not remove it from the Faculty Picker or the Faculty Classification Report if the Show as a filter in reports setting is set to Yes. To remove the classification from these areas, edit the FC and change the Show as a filter in reports setting to No.
- Activation/Deactivation: A Blue Checkmark indicates the FC is active—click it to deactivate. A Purple Exclamation Mark indicates the FC is inactive—click it to activate. An inactive classification's title cannot be reused.
- From here you can click the Add button to add a new FC or the Pencil (Edit) icon to edit an existing FC. You will navigate to the Faculty Classification Form where you can manage FC settings.
| Section | Description |
|---|---|
| General Information |
Changes can be made to the Title field. Check out this document on FAR File Configuration and Naming Conventions for more information |
| Display Type and Report Filtering |
For a Faculty Classification to appear in the Faculty Classification Report, the Display Type and Filtering section must have the following configurations:
|
| Classification | Employment Status Faculty ClassificationBelow are the 4 existing Classification field Options for this FC.
Do not make changes to the existing 4 Classification field Options (e.g. capitalization, dashes). Although it is permitted in the UI, an error will occur later when uploading the faculty file. To Add Another Option, you must submit a ticket to Tech Services. If more than 5 Options need to be added, it is recommended to create a custom FC for the Employment Status data with a unique title (e.g. [School Name] Employment Status). Tenure Faculty Classification
It is recommended to avoid cusomization if possible to prevent reporting issues. |
