rpt training for committee members/chairs
TRANSCRIPT
RPT Training for Committee Members/Chairs
August 2021
Crystal Graziano, Business Intelligence Analyst, IntOffice of the Provost
Astrid Klocke, Interim Vice Provost, Faculty AffairsOffice of the Provost
Overview
What is FAAR?What is RPT?RPT review workflowCandidate packet viewEvaluator packet viewInstructionsAction item reviewHelp
• FAAR: Activity reporting module for faculty to enter activities, workload, and SOEs and perform annual reviews. FAAR generates a CV based on entered activity and has reporting functionality.
• RPT: New module for reviewing and managing faculty applications for promotion, tenure, and sabbatical.• Piloted by CHHS for Fall 2020 P&T review.
• Positive feedback!
FAAR vs RPT
RPT Review Workflow
CandidateChair/DirectorPre-submission
check
Faculty Status Committee
Chair/Director P&T Committee
Dean
Provost
President
After first section submission:1. Email notification
is sent to chair.2. Case becomes
available on Cases screen.
Chair forwards completed packet to FSC. Optional email notification.
Committees perform evaluation, but do not forward packet.
7+5 day response windows are opened and case is forwarded by liaison or provost analyst.
Provost admin creates case and notifies candidate.
Fall 2021 Dates*Sabb
FSC: Wed, Sep 1st – Fri, Sep 17th
P&TFSC: Sat, Sep 25th – Fri, Oct 15th
College P&T: Sat, Nov 6th – Wed, Nov 24th
*From provost personnel action calendar, may differ by college.
Faculty View of Your Packets
Your Packets
• Access by clicking Your Packets link on main navigation.
• Current and past packets are available for view.
• Submission status and Response status are indicated for each packet.
Faculty View of Packet - Overview
Overview View
• Initial view. Access by email link, link on Home page, or Your Packets area.
• Overview shows status of all sections –requirements, upload count, progress graphics.
• Preview Packet takes you into the document reader.
Faculty View of Packet - Packet
Packet View
• Packet view shows section and document instructions and allows uploads.
• The CV is loaded from FAAR and must be Regenerated to reflect newly entered activity.
• Packet is filled out with Add, Fill Out Form, and Submit buttons.
Finding the Case – 3 Options
Notification Email FAAR Home Page RPT Cases Page
• Evaluators will only see cases that are currently at their evaluation step.
• Evaluators can see if required documents are still needed.
Evaluator View of Packet – Case Materials
Case Materials
• There is a Candidate Packet portion and an Internal Sections portion. Internal Sections is hidden from the candidate and is one way to view letters from previous committees.
• Click Read Case to access document viewer.
• Committee chairs only:
• Case Options allows emailing the candidate and adding an internal section (do not use).
• The Lock/Unlock button is available, but not likely to be used
• Ignore Select Status link, for admin use.
Member vs Chair – Case Materials
Evaluator View of Packet – Doc Reader 1
Document Reader
• Access by clicking Read Case button on Case Material page, or by clicking any document name.
• Shows candidate submissions AND prior committee decision letters. No downloading documents or digging for previous evaluations in their CV!
• Hamburger button hides navigation menu.
• Search and Download are other features on the top right.
• Bottom has page navigation, zoom toggles, and icons for adding, deleting, and toggling view of annotations.
Evaluator View of Packet – Doc Reader 2
Document Reader - Annotation
• Click pencil note icon to create an annotation.
• With an annotation selected, can use the trashcan icon to delete it.
• The eye icon hides and shows annotations.
• Click Annotations at the top left to view a list of personal annotations.
• Annotations are personal and not available to any other committee member or the candidate.
• Leave document reader by clicking Return to Case.
Evaluator View of Packet – Case Details
Case Details
• Committee submission area is accessed by clicking Case Details at the top.
• Includes evaluator instructions.
• Indicator shows if required items are missing.
• Required items: recommendation letter (click Add then upload into appropriate section) and form to indicate decision (click Fill Out Form).
• An Email can be sent to all committee members.
• Committee chair can Edit members – recuse a member, add a member, and choose a different manager.
• Click Add Comment to share comments among committee members, not seen by candidate.
Member vs Chair – Case Details
Filling out the decision form
1. Go to Case Details.
2. In Required Items section, click Fill Out Form.
3. Make the selection and click Submit Form.
4. The decision is now available in the Document Reader for future evaluators.
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Instructions: Submitting Decision FormCommittee Chair Only
Instructions: Submitting Decision LetterCommittee Chair Only
Adding the recommendation letter
1. Go to Case Details.
2. Click Add on the document name line.
3. Click Browse To Upload.
4. Name the letter and select the appropriate section.
5. Your letter is now uploaded and available for sharing to candidate (liaison or provost analyst shares letter and invites candidate to respond.)
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Committee Action Items Review
• Navigate to case (email link, Home page, or Cases list)
• Use Read Case to review the packet and any previous evaluation letters.
• Optionally, use annotations and comments during review.
• Committee chair: fill out form with decision.
• Committee chair: upload recommendation letter, making sure to choose the right committee section.
• No further action required.
Help
Faculty Chair/Director College Liaison Provost Analyst
InterfolioHelp links
• Packet instructions for faculty video
• RPT instructions for Committees
• Interfolio: Help for RPT candidates
• Interfolio: Help for RPT case evaluators
Thank you