Approve Faculty Input Process
Once the Faculty Input Process has been initiated, faculty can update their activities while system Administrators monitor participation and approve submissions.
Activity Input Forms remain editable throughout the approval process, meaning reviewers may see different information at different times. Forms are only locked once fully approved, after which they can be found under Prior Activity Input Forms in the Reports section.
If a faculty member’s input is approved at one level but rejected at the next, the review process restarts, and the faculty member is notified via email with instructions. A notification also appears in the To Do section on the dashboard.
Approve Faculty Input Form
- Navigate to the Administration page and click Approve Faculty Input under the Activity Input section.
- The Approve Faculty Input page will display.
- The # of Approval Steps column includes the faculty step.
- Click the Envelope (Email) icon under the Actions column to email faculty during a workflow.
Emailing faculty is not automatic, so if you want to notify your faculty that a workflow is open, you can do so here.
- Click the Eye icon under the Actions column to view the approval process for the desired Input Form. A list of the unit breakdown will display for your unit and below.
This view is filtered by the selections in the General and Faculty sections. To see the desired workflow, adjust the Start/End Date and Faculty members, then click Refresh Report.
- Click the Eye (View) icon under the Approve column to view the faculty members included in this workflow at the selected unit. A list of the faculty breakdown will display.
- Click the Envelope (Email) icon to individually remind faculty members who have not completed their Activity Input Form.
Reminder messages can be sent in bulk to faculty members from the Communications page.
- Click the Envelope (Email) icon to individually remind faculty members who have not completed their Activity Input Form.
- Click the Eye (View) icon under the View and Approve column to view and approve the faculty member's input form. This will open an emulation of the selected faculty member's form, allowing you to review their additions or updates and sign off by clicking the Approve or Reject button.
FAQ
If an administrative approval step is not included in the workflow, will changes be automatically accepted if the sections are mapped to the activities form?
Yes. If the workflow does not include an Administrative Approval step, the faculty member's submission will automatically update and map the changes to the universal Activities form after reviewing the Initiated Input.
How does initiated input approval work for a faculty member with a joint appointment in another unit?
Initiated input approval for a faculty member with a joint appointment involves administrators from both the primary and secondary units reviewing and approving the faculty member's input.