Configure Profile Form
The Profile Form in Faculty Activity Reporting (FAR) allows faculty members to enter and update static personal information, such as contact details, degrees, and work experience, at any time. This data can be used to generate CVs or reports. Institutions can tailor the form by adding custom sections, reordering or hiding existing sections, specifying activity classifications, and adjusting settings—all without requiring assistance from Interfolio. This article provides a step-by-step overview of the process.
Form customization should be managed at the highest organizational level, such as the university, and then cascaded down to individual colleges. The data collected through the form serves as the foundation for various outputs, including CVs, institutional reports, accreditation documentation, and other reporting needs.
Configure/Manage the Profile Form
- Navigate to the Setup page and click Profile Form under the ‘Configure’ section.
- Click the hyperlinked unit number to navigate to the unit's profile form.
- To make changes to specific sections, click the Pencil (Edit) icon next to the applicable ‘Content’ section.
Default Profile sections will have Reorder next to the dropdown, while Custom sections will have Custom Section Reorder adjacent to the dropdown.
- The Edit Profile Section page will display. Check out the accordions below for further details.
General Information
You can change section titles without affecting the form’s functionality. The updated titles will appear immediately to users and will be reflected in all reports generated from the form.
It is recommended to include faculty instructions within the Description section.
Section Fields
If you try to edit a Default Field, the message “Default Fields Not Customizable" will appear below section B.
Other Section Settings
Administrators can configure profile fields by locking, hiding, or excluding them from reports, updating help text, and controlling their visibility in the Find Colleagues search to customize user experience and data management.
Some profile sections can be enabled or disabled here for the Find Colleagues Search feature.
- Modify Fields:
- Lock: Prevents end users from editing the selected fields.
- Hide on Input: Hides the field from users during data entry but ensures it remains visible in reports.
- Hide on Reports: Excludes the field from all reports, making it invisible in any generated documentation.
- Help: Allows you to update the help text that appears in the blue '?' help bubble within each section on the Profile or Activities page.
Default Input Sections
The table below lists the default input sections that are initially available to the Implementation Team. However, it is important to note that the Implementation Team makes decisions that may modify the sections that are available to faculty. Therefore, it is not guaranteed that all of the sections listed below will appear on an institution's profile form.
Activity Classifications (AC) are added if additional information is desired to be collected in default sections.
| Section | Details |
|---|---|
| Personal Information |
Displays basic information about the faculty member. This information is often provided by a human resources record.
|
| Contact Information |
Displays both personal and professional contact information for the faculty member.
|
| Current Position |
Displays the current academic position (rank and title) that the institution provides for the faculty member.
This section should only contain active/current roles. Check out the “Administrative Appointments” row in this table for information on where to include past data. If incorrect data is showing in current positions check the Rank or Position Title data coming in from that file, the Faculty Classification File, or the faculty file. |
| Work Experience |
Documents previous position details to potentially include previous academic positions, such as the junior faculty position, at this or another institution.
|
| Degrees |
Documents and displays all degrees earned by the faculty member, and can also include degrees in progress.
|
| Professional Licensures & Certifications |
Notes current or past licenses and certifications.
|
| Rank and Promotion History |
Used by faculty to list each faculty rank they have held at the institution along with the date appointed or promoted to that rank.
|
| Administrative Appointments |
Allows the faculty member to list current or past administrative or leadership appointments held at the institution. This tends to be static data.
The data in this section cannot be used as a filter or anything. Check out the “Current Positions” in this table for information on where to input position titles that can be used in report filtering in the faculty picker. |
| Interests |
Allows faculty members to list their interests in administrator defined areas. This information can be utilized for finding colleagues with similar interests or to be published externally, such as the faculty member webpage.
|
| Biography |
Used by faculty to display a narrative of their personal, professional, and academic experiences.
|
| Military Experience |
Designed to capture United States military service. Faculty can use the date selection and narrative to describe their service.
|
| Post Graduate Training |
Often used by faculty at medical and other health-affiliated schools to list residency, internship, or other placements post-medical school.
|
| Professional Licensures |
Often used by faculty at medical and other health-affiliated schools to note current or past state or federal licensures.
|
| Certifications |
Often used by faculty at medical and other health-affiliated schools to list past and current certifications pertaining to their role or discipline.
|
| Additional Trainings |
Often used by faculty at medical and other health-affiliated schools to list any additional training (non-professional development or non-degree affiliated) pertaining to their role or discipline.
|
| Hospital/Clinical Appointments |
Often used by faculty at medical and other health-affiliated schools to document current and past hospital appointments, noted separately from academic appointments and administrative roles.
|