Set Institutional and Personal Vita Template Information and Settings
Once a Vita template is created, users will need to set up the template information and settings. Changes to Institutional Vitas may be seen if the Linked setting is turned on. In this case, if the source template is edited, any changes will apply to all templates linked to the source template.
Edit Template Settings
Navigate to My Templates and select the desired Template Name from the list of all templates to navigate to the template's page.
From here you can select Edit General Information or Edit Template Styling at the top of the page.
- You can also check the box next to the applicable Template Name on the My Templates page and click the red Edit (pencil) button that appears.
Refer to the table below for details on the actions you can perform on the Template's page.
Action | Details |
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Reorder Sections | Click Reorder All Sections to open the Reorder Sections window on the right where users can reorder sections using the up/down arrows to move sections by one space, using the dropdown to select the section's position, or dragging and dropping sections. |
Hide Sections | Click Hide All Sections or Show All Sections to display or not display all sections of the vita. This can also be done for individual sections by clicking the Hide Section or Show Section button next to the section. |
Copy Sections | Click Copy to duplicate a section. This will open the Duplicate Section window where you will rename the new section. |
View Editing History |
Click View Editing History at the top of the page to view a log of changes made to the vita. You can select the Start and End Date to display the editing history during a particular date range. Reports can be downloaded as a .CSV file. This will list the date and time of changes, the user who made the changes, and the number of changes made. |
Edit Sections |
Click Edit (pencil) adjacent to the desired section name. Below are some editable options that will display. Edit Table Columns
Group by SectionSections can be grouped by activity classifications or designated database fields such as city, degree, discipline, and more. Click Section Grouping and select the type to Group by from the dropdown menu.
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Edit General Information and Template Styling
From here you can select Edit General Information or Edit Template Styling at the top of the page to open the General Information or Template Styling windows.
General Information |
The Template Name and Template Description will be visible if the template is shared with others. |
Display Settings
This should only be on if the institution has opted for Publicly Displayed activity classification for faculty web profiles. This toggle allows faculty to exclude activities from their public profile while including them in their vita. |
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Template Styling |
On the Edit Template Styling window you can edit the Citation Style and formatting for Titles, Headings, and Paragraphs. These changes will be applied to the template and will define the styles for all Vitas created with it.
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