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Set Up an Institution to Use Academic Levels

In Review, Promotion & Tenure (RPT), each unit within an institution is assigned an academic level that reflects its position within the institution’s hierarchy. These academic levels correspond to the existing organizational structure, with Level 1 typically representing the topmost unit, such as the university itself, and subsequent levels representing subdivisions like colleges, schools, and departments.These academic levels are then used to determine user permissions within workflow steps in order to control access to a case. This allows administrators to manage access to cases in bulk rather than on a case-by-case basis. This article explains how to set up an institution to use academic levels to manage.

 

When configuring the institution’s hierarchy in the system, the default top level is set as Level 1, the unit right below is Level 2, and so on. An Institutional Administrator can customize these level labels to match the hierarchy of an institution. For example:

  • The top level could be labeled University (Level 1)
  • College or School could be used for subdivisions (e.g. School of Engineering)
  • Department could designate units (e.g. Department of Biology)
 

When adding or editing units in RPT, the unit-level field will appear based on the selected parent unit. The level of a unit will also appear on the Units tab and wherever the hierarchy of the institution is displayed.

 

Setting Up Academic Levels

  1. Navigate to the Users & Groups page and select the Academic Levels tab to view the institution's hierarchy. 
    Academic Levels tab of Users & Groups page on RPT
  2. Click Edit Name below the desired level to view a list of units that fall under that academic level. From here you can change the ‘Level Name.’
    Edit Level window with Level Name field
  3. Click Save at the bottom when finished.
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