Frequently Asked Questions - Review Summary

The chair/faculty member has decided that the case should be deferred until next year. What should I do?

Click Refresh Case under the Case Overview tab and change the effective date of the case. The case should then be refreshed after the new end date of the review period. Alternatively, the case can be deleted (click Delete Case under the Case Overview tab) and a new case started the following year. All material uploaded in the Achievements section will remain in the database and can be updated and brought into the new case.

Why can’t I change the appearance (e.g. order, labels) of my Achievements in the Candidate Summary?

The system was designed so that all faculty have standardized Candidate Summaries. By having this standardization, all reviewers know where to look for a certain activity.

Why are some sections not showing up in the Candidate Summary, for example, Employment?

Make sure that "Yes" is marked next to “Include in RS?" so the record will show up in the Candidate Summary.

How does the faculty member correct data or add documents to the Candidate Summary?

All changes must be made in the Achievements Section. In order for the information to get into the Candidate Summary, the Department Analyst must refresh the case.

The Review Period is wrong. How do I correct it?

The Department Analyst is the only one who can correct the Review Period. The case must be in the Department Analyst's queue. By clicking on Refresh Case under the Case Overview tab, any corrections can be made on the newly opened page.

I created a case for a faculty member in error. How do I delete it?

Click Delete Case under the Case Overview tab.

What review period should I use for career reviews?

Why am I getting an "Incomplete Review Summary" message when I start a case and all the required fields are in Achievements?
Mid careers: The begin date of the review period should be the hire date. However, the analysis for merit should focus on accomplishments since last review. Tenure: Review dates should include the entire period as an Assistant Professor. However, the analysis for the salary recommendation should focus on accomplishments since last review. Promotion to Full Professor: Review dates should include the entire period as an Associate Professor. However, the analysis for the salary recommendation should focus on accomplishments since last review...

Why are Graduate Students not appearing in the Candidate Summary?

The Graduate Student Mentoring data is pulled from the Graduate Division database. Sometimes a student has not filed the appropriate paperwork in a timely manner and the begin date reflected in the record is later than the end of the designated review period. To ensure credit for the mentoring in the current review period, the begin date can be changed to reflect when the actual mentoring started.

The case type has changed during the departmental review. It has changed from a Mid-Career Appraisal to Tenure. How do I change this?

The Department Analyst is the only one who can correct/modify the Case Type. The case must be in the Department Analyst's queue. By clicking on Refresh Case under the Case Overview tab, any changes, such as Case Type, can be made on the newly opened page.