Administrative Reports – Viewing Faculty Workplans
Unit administrators may need to periodically view faculty work plans outside of the annual evaluation cycle. Distribution of workload percentages and faculty goals are entered by the faculty member in the “Activity Distribution” and “Faculty Annual Goals and Objectives” sections in Faculty. Unit administrators can populate that data in two ways.
1. Generate an individual workplan document per faculty member
Navigate to Administration > Reports > Standard Vitas

Unit administrators will see a total number of faculty for their unit > Click on that number

In the template drop down menu choose Faculty Work Plan and update the Begin Semester and End Semester to reflect the academic year of review.

You can view individual work plans by clicking on the eyeball icon to the right of the faculty member’s name.

2. Generate a summary report for all faculty in your unit
Navigate to Administration > Reports > Activity Overview – By Faculty

Update the Begin Semester and End Semester to reflect the academic year of review.

Uncheck all data categories using the check boxes on the righthand side of each section.

Select only the Activity Distribution and Faculty Annual Goals and Objectives sections.

Scroll down and click Generate Report.
Click on the total under the “Activity Distribution” and “Faculty Annual Goals and Objectives” sections to view the data by faculty member.

Export the data by clicking on Actions > Export to…
