Managing Individual Events and Timeline Exceptions for Faculty
In Lifecycle Management (LM), faculty journeys follow a predefined schedule of ranks and events based on their appointment and track. This schedule is tied to the series template selected when creating a faculty appointment. However, real-world circumstances often require flexibility. LM supports this flexibility by allowing you to add unique individual events or exception events to a faculty member’s profile to ensure their timeline remains accurate.
Unlike series templates, which apply to groups of faculty, individual events affect only one person. Exception events allow you to modify an individual faculty member’s timeline to reflect unique circumstances. For instance, you might extend the timeline to accommodate a sabbatical or accelerate it to recognize prior credit toward a probationary period. These adjustments maintain fairness and accuracy while leaving other faculty journeys unchanged.
Add an Individual Event for a Faculty Member
- Navigate to the Faculty page and click the name of the desired faculty member. This will take you to their faculty profile page where you can open the Timeline Options dropdown to add a new event or exception event.
These actions apply only to this individual faculty member and do not affect others in the same series or track.
- When adding an exception event, the system will prompt you to define the timeline change. You can choose to accelerate the timeline (move events earlier) or extend it (push events later) based on the faculty member’s circumstances.
- The start date of the exception event must occur before any events affected by the timeline adjustment. Additionally, the end date of the exception event must precede the start date of any existing events.
Exception event details are locked after saving. To make additional adjustments, you’ll need to create a new exception event or manually update each impacted event in the timeline.
Accelerating an exception event changes the timeline for the selected faculty member and may impact all future events in their journey. For instance, if a third-year review is moved three years earlier, subsequent reviews (such as the five-year review) will also adjust. Use this option when you need to recognize prior credit or expedite progress toward tenure.
- The start date of the exception event must occur before any events affected by the timeline adjustment. Additionally, the end date of the exception event must precede the start date of any existing events.
- Click Preview Impacted Events to review how your changes will affect the faculty member’s timeline. A list of impacted events will appear in a window on the right-hand side, showing both the original dates and the updated dates side by side for easy comparison.
Accelerating one event typically impacts all subsequent events in the timeline. For example, if a third-year review is moved earlier, the five-year review and other milestones will also shift.
- Scroll to the bottom and click Save when finished.