Managing Faculty Events in Bulk
We are developing the ability for Lifecycle Management Administrators and Unit Managers to manage faculty events in bulk. This will allow users to make changes to multiple events with a single action from the Faculty List.
This is a developing feature. As of April 2024, users have the ability to start upcoming events in bulk, and to cancel one or more active events. Other management functions are coming soon.
Starting Events in Bulk
1. Select Faculty
Navigation: Faculty
- Click Faculty on the navigation menu.
- Select the profiles of the faculty for whom you want to start an event.
Please Note: You must select at least one profile to proceed with the bulk action you want to take.
You may find it useful to click the Filter button above the list next to the search bar to display faculty involved in a particular type of current or upcoming event (milestone or review).
Check out this article on how to Filter the Faculty List View for more information.
2. Click Modify Events and select Start Events
- With the appropriate faculty profiles selected, click Modify Events at the top of the list of faculty.
- Click Start Events.
- If the selected profiles have upcoming events, you will see a confirmation box explaining that the upcoming event will start for the selected profiles on the date provided in the event information.
- Click to confirm that you want to start the indicated number of events.
- If any of the selected profiles have upcoming events, you will see a window explaining that the upcoming event will start only for the selected profiles on the date provided in the event information.
- Click to confirm that you want to start the indicated number of events.
- Only profiles with upcoming event can have the next event started.
- Users can start only one upcoming event at a time for the specific profiles. If the profile has two events starting on one day, the event that was created first will fall to the bulk action, and the event that was created later will be displayed as upcoming.
- If any of the selected profiles have no upcoming events, you will see a window explaining that those profiles have no events and listing the names and email addresses of the candidates with no upcoming events. The upcoming event will start for the selected profiles on the date provided in the event information.
Cancel Events in Bulk
1. Select Faculty
Navigation: Faculty
- Click Faculty on the navigation menu.
- Select the profiles of the faculty for whom you want to cancel an event.
Please Note: You must select at least one profile to proceed with the bulk action you want to take.
You may find it useful to click the Filter button above the list next to the search bar to display faculty involved in a particular type of current or upcoming event (milestone or review).
Check out this article on how to Filter the Faculty List View for more information.
2. Click Modify Events and select Cancel Events
- With the appropriate faculty profiles selected, click Modify Events at the top of the list of faculty.
- Click Cancel Events.
- If the selected profiles have ongoing events, the user will see a confirmation box explaining that the selected ongoing events will be cancelled for the selected profiles.
- Click to confirm that you want to cancel the indicated number of events.
- If any selected profiles have no eligible ongoing events, you will see a message indicating the number of selected profiles that have no ongoing events that can be cancelled.
- Click to confirm that you want to cancel the indicated number of events.
- If you select multiple profiles to cancel the active events for, and none have valid events that can be canceled, you will see a message displaying which profiles do not have active events to cancel with an option to return to the faculty list.
- When you try to cancel an active event for a single profile, if there isn’t a valid event, you will see an option to navigate to that profile.
- After canceling event(s) in bulk, an LM Unit Manager or Admin will see a confirmation message about cancelling events.