Stakeholder Search & Profile ViewStakeholder Pages | Director Level (w/Salary) | Manager Level | Secretary Level (w/Salary) | Academic Administrator Level | Faculty Relations Level (w/Salary) | Library Level | ITS Viewer | | Expand |
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| Viewer Only Viewer Only (w/Grade & Step) View Personal Details & CO Only View Educ History & Appt & CO View App & CO & User Agreement View w/o Contact Details View Personal Details & App & CT View Personal Details & App & all CO View Personal Details & CO & User Agreements View Educ History & Appt & CT & Agreements
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The 'viewer' role allows users to only view specific parts of the page that is specified. | | Expand |
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| title | Specific Edit Permissions |
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This role allows users to edit only specific parts of the page that was specified. |
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Stakeholder Search Page - allows users to search and locate different individuals from their faculty/department | | Expand |
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| Faculties - preset to your existing faculty Schools/Departments/Programs - preset to your existing department Stakeholders - Search by a specific stakeholder name or computing ID Ranks - Filter between different instructor ranks (e.g. Professor, Assistant Professor, Lecturer) Employment Groups - Filter between different employment groups (e.g. Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment) Employment Subgroup - Filter by employment subgroup Record Status - Filter between different record statuses (e.g. active, future, past)
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| ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | | Expand |
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| Ability to view results from the stakeholder search |
| ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | Functionalities | | | Expand |
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| Ability to add a new stakeholder |
This is a special access button that requires additional training and is only given upon request. | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
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| Ability to export current filtered data into a .csv file |
| ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✖ - No Access | ✖ - No Access | Stakeholder Profile View - displays detailed information about a selected individual | Personal Details Tab | | | Expand |
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| Stakeholder ID, first/last name, employee ID, hire date, etc. |
| ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - View | The role(s) below have ✔ - View access to this data field: | Expand |
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| Stakeholder Profile - Viewer Only Stakeholder Profile -Viewer Only (w/Grade & Step) Stakeholder Profile -View Personal Details & CO Only Stakeholder Profile -View Educ History & Appt & CO Stakeholder Profile -View App & CO & User Agreement Stakeholder Profile -View w/o Contact Details Stakeholder Profile -View Personal Details & App & CT Stakeholder Profile -View Personal Details & App & all CO Stakeholder Profile -View Personal Details & CO & User Agreements Stakeholder Profile -View Educ History & Appt & CT & Agreements
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| ✖ - No Access | | Expand |
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| Email, phone numbers, addresses, etc. |
| ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | The role(s) below have ✔ - View access to this data field: | The role(s) below have ✔ - Edit access to this data field: | | Expand |
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| Education history details |
| ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - Edit | ✔ - View | ✔ - Edit | ✔ - Edit | The role(s) below have ✔ - View access to this data field: | Expand |
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| Stakeholder Profile - Viewer Only Viewer Only (w/Grade & Step) View Educ History & Appt & CO View w/o Contact Details View Educ History & Appt & CT & Agreements
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| The role(s) below have ✔ - Edit access to this data field: | | Expand |
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| Previous work experience details |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - Edit | ✖ - No Access | ✖ - No Access | ✔ - Edit | The role(s) below have ✔ - View access to this data field: | ✖ - No Access | | Expand |
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| Emergency contact details |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | | Expand |
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| Privacy agreements that were agreed to by the user |
| ✔ - View | ✔ - View | ✔ - View | ✔ - View | ✔ - View | ✔ - View | ✔ - View | The role(s) below have ✔ - View access to this data field: | Expand |
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| Stakeholder Profile - Viewer Only Stakeholder Profile - Viewer Only (w/Grade & Step) Stakeholder Profile - View App & CO & User Agreement Stakeholder Profile - View w/o Contact Details Stakeholder Profile - View Personal Details & CO & User Agreements Stakeholder Profile - View Educ History & Appt & CT & Agreements
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| ✖ - No Access | Employment Details Tab | | | Expand |
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| Provides information on current/past appointments |
| ✔ - Edit | ✔ - Edit | ✔ - View | ✔ - View | ✔ - View | ✔ - View | ✔ - View | The role(s) below have ✔ - View access to this data field: | Expand |
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| Stakeholder Profile - Viewer Only Stakeholder Profile - Viewer Only (w/Grade & Step) Stakeholder Profile - View Educ History & Appt & CO Stakeholder Profile - View App & CO & User Agreement Stakeholder Profile - View w/o Contact Details Stakeholder Profile - View Personal Details & App & CT Stakeholder Profile - View Personal Details & App & all CO Stakeholder Profile - View Educ History & Appt & CT & Agreements
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| ✖ - No Access | | Expand |
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| Ability to view/edit in-depth appointment details for an individual’s rank |
| ✔ - Edit | ✔ - Edit | ✔ - View | ✔ - View | ✔ - View | ✔ - Edit | ✔ - Edit | The role(s) below have ✔ - View access to this data field: | Expand |
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| Viewer Only Viewer Only (w/Grade & Step) View Educ History & Appt & CO View App & CO & User Agreement View w/o Contact Details View Personal Details & App & CT View Personal Details & App & all CO View Educ History & Appt & CT & Agreements
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| The role(s) below have ✔ - View access to this data field: | | Expand |
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| title | Awards & Recognition |
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| Awards and recognition that was earned |
| ✔ - Edit | ✖ - No Access | ✖ - No Access | ✔ - Edit | ✖ - No Access | ✖ - No Access | ✖ - No Access | The role(s) below have ✔ - View access to this data field: | ✖ - No Access | | Expand |
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| Provides information from the faculty salary letter |
| ✔ - View | ✖ - No Access | ✔ - View | ✖ - No Access | ✔ - View | ✔ - View | ✖ - No Access | The role(s) below have ✔ - View access to this data field: | ✖ - No Access | Teaching Details Tab | | | Expand |
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| Displays past, present, and future courses taught |
Access to the course offering profile is separate. Please refer to the course offering section for roles. | ✔ - View | ✔ - View | ✔ - View | ✔ - View | ✔ - View | ✖ - No Access | ✖ - No Access | The role(s) below have ✔ - View access to this data field: | Expand |
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| Stakeholder Profile - Viewer Only Stakeholder Profile - Viewer Only (w/Grade & Step) Stakeholder Profile - View Personal Details & CO Only Stakeholder Profile - View Educ History & Appt & CO Stakeholder Profile - View App & CO & User Agreement Stakeholder Profile - View w/o Contact Details Stakeholder Profile - View Personal Details & App & CT Stakeholder Profile - View Personal Details & App & all CO Stakeholder Profile - View Personal Details & CO & User Agreements Stakeholder Profile - View Educ History & Appt & CT & Agreements
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| ✖ - No Access | Documents Tab | | | Expand |
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| Ability to upload/view documents related to the stakeholder |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access |
Course Profile Search & Profile ViewCourse Profile Pages | Course Profile - Manager Level | Course Profile - Manager Level (New Course Access) | | Expand |
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| Viewer Only View Details & Offering
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The 'viewer' role allows users to only view specific parts of the page that is specified. |
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Course Profile Search Page - Enables users to search for and view profiles for different courses | | Expand |
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| Faculties - preset to your existing department Schools/Departments/Programs - Filter between different schools/departments/programs Academic Careers - Filter between undergraduate and graduate Course Numbers - Filter between different course numbers Subjects - Filter between different subjects (e.g. EDUC, BISC, ECON) Course Divisions - Filter between different course divisions (lower, upper, graduate) Course Units - Filter between different course units (e.g. 1, 2, 3) Course Designations - Filter between different course designations (e.g. W, Q, B-SOC) Record Status - Filter between active, past, and future records
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| ✔ | ✔ | ✔ | | Expand |
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| Ability to see results from the course profile search |
| ✔ | ✔ | ✔ | Functionalities | | | Expand |
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| title | Add A New Course Button |
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| Ability to add a new course into eTRACS |
| ✖ - No Access | ✔ - Edit | ✖ - No Access | | Expand |
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| Ability to export current filtered data into a .csv file |
| ✖ - No Access | ✔ | ✖ - No Access | Course Profile View - offers information specific to a selected course profile, including enrollment numbers and course components | | Expand |
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| Provides an overview on the course including course code, course name, faculty, division, effective term, etc. |
| ✔ - View | ✔ - View | ✖ - No Access | | Expand |
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| Ability to view/edit specific details about a course |
| ✔ - Edit | ✔ - Edit | The role(s) below have ✔ - View access to this data field: | | Expand |
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| Ability to view/edit attributes related to a course |
| ✔ - Edit | ✔ - Edit | ✖ - No Access | | Expand |
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| title | Component Standards Tab |
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| Ability to view/edit course components e.g. labs, exams, tutorials, etc. |
| ✔ - Edit | ✔ - Edit | ✖ - No Access | | Expand |
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| title | Enrollment Standards Tab |
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| Ability to view/edit enrollment numbers for a course |
| ✔ - Edit | ✔ - Edit | ✖ - No Access | | Expand |
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| title | Course Offerings Tab |
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| Ability to view/edit past, present, and future offerings for a course |
Access to the course offering profile is separate. Please refer to the course offering section for roles. | ✔ - View | ✔ - View | The role(s) below have ✔ - View access to this data field: |
Course Offering Search & Profile ViewCourse Offering Pages | Course Offering - Manager Level | Course Offering - FS Staff w/o IAA | The 'viewer' role allows users to only view specific parts of the page that is specified. |
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Course Offerings Search Page - allows users to search for course offerings available during a specific semester or academic term | | Expand |
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| Start & End Terms - Filter between different start and end terms Faculties - Preset to your existing department Schools/Departments/Programs - Filter between different schools, departments, or programs Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Subjects - Filter between different subjects (e.g., EDUC, BISC, ECON) Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Instructor Ranks - Filter between different instructor ranks (e.g., Professor, Assistant Professor, Lecturer) Record Status - Filter between active, past, and future records
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| ✔ | ✔ | ✔ | | Expand |
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| Ability to see results from the course offering search |
| ✔ | ✔ | ✔ | Functionalities | | | Expand |
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| Ability to generate an IAA structured result table |
| ✔ | ✖ - No Access | The role(s) below have ✔ access to this data field: | | Expand |
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| Ability to export current filtered data into a .csv file |
| ✔ | ✔ | The role(s) below have ✔ access to this data field: | Expand |
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| Viewer Only Viewer Only (w/o IAA)
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| Course Offering Profile - provides additional background information related to a course offering | | Expand |
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| title | Course Offering Card |
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| Ability to view a summary overview of a class offering |
| ✔ - View | ✔ - View | ✔ - View | Offering Details Tab | | | Expand |
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| Detailed information about a class that is being offered including course number, description, SIMS course ID, etc. |
| ✔ - View | ✔ - Edit | The role(s) below have ✔ - View access to this data field: | | Expand |
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| Ability to view/edit information on combined sections |
| ✖ - No Access | ✖ - No Access | The role(s) below have ✔ - View access to this data field: | | Expand |
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| Ability to view/edit linked components associated with the course offering |
| ✔ - View | ✔ - View | The role(s) below have ✔ - View access to this data field: | | Expand |
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| title | Enrollment Summary Card |
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| Ability to view live enrollment numbers for a class offering |
| ✔ - View | ✔ | The role(s) below have ✔ - View access to this data field: | | Expand |
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| Ability to create a combined section with another class offering |
| ✖ - No Access | ✔ | ✖ - No Access | Instructors Tab | | | Expand |
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| Ability to view/edit information on instructors that intend to teach the class |
| ✔ - Edit *Note: This role does not have access to create OTC ranks, if this is needed please submit a TDX ticket | ✔ - Edit *Note: This role does not have access to create OTC ranks, if this is needed please submit a TDX ticket | The role(s) below have ✔ - View access to this data field: | Stakeholder Profile | Has pre-determined access to the rank profile. | Has pre-determined access to the rank profile. | The role(s) below have pre-determined ✔ - View access to this page: | Expand |
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| Course Offering - Viewer Only Course Offering Profile - Viewer Only (w/o IAA) Course Offering - View Only w/ Combined Sections
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Teaching Patterns (TTR)TTR Pages | TTR - Manager Level | TTR - Academic Admin Level | |
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TTR Search Page - allows users to search for the teaching patterns of a specific individual or individuals within a department | | Expand |
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| Start & End Terms - Filter between different start and end terms Faculties - Preset to your existing department Schools/Departments/Programs - Filter between different schools, departments, or programs Instructor Rank - Filter between different instructor ranks (e.g., Professor, Assistant Professor, Lecturer) Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment) Stakeholders - Search by a specific stakeholder name or computing ID Rank Statuses - Filter between different rank statuses
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| ✔ | ✔ | ✔ | | Expand |
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| Ability to see results from the course profile search |
| ✔ | ✔ | ✔ | Functionalities | | | Expand |
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| Ability to export current filtered data into a .csv file |
| ✔ | ✔ | ✔ | TTR Profile View - provides a deeper look at the teaching pattern of a specific individual | | Expand |
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| Ability to view summary overview of study leave service years, course releases, and banked courses |
| ✔ - View | ✔ - View | ✔ - View | TTR Grid | | | Expand |
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| Ability to set filter range for start and end term |
| ✔ | ✔ | ✔ | | Expand |
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| Displays the TTR timeline for an individual |
| ✔ | ✔ | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| Ability to add/remove TTR codes on an individual’s pattern (e.g. T(0), T(1), R, E, etc.) |
| ✔ - Edit | ✔ - Edit | ✖ - No Access | TTR Tabs | | | Expand |
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| Ability to view/edit all activity related to an individual’s TTR pattern |
| ✔ - Edit | ✔ - Edit | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| title | Teaching Pattern Tab |
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| Ability to view/edit teaching pattern entries |
| ✔ - Edit | ✔ - Edit | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| title | Workload Reduction Tab |
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| Ability to view/edit all workload reductions for a certain individual |
| ✔ - Edit | ✔ - Edit | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| Ability to view/edit all leaves applied to an individual |
| ✔ - Edit | ✔ - Edit | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| Ability to view/edit all modifier codes applied to an individual |
| ✔ - Edit | ✔ - Edit | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| title | Banked/Taught Courses Tab |
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| Ability to view/edit all banked courses |
Access to the course offering profile is separate. Please refer to the course offering section for roles. | ✔ - Edit | ✔ - Edit | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| Ability to view/edit notes for an individual |
| ✔ - Edit | ✔ - Edit | The role(s) below have pre-determined ✔ - View access to this page: | | Expand |
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| Ability to view all changes made to an individual’s TTR |
| ✔ - Edit | ✔ - Edit | ✖ - No Access |
Course PlanningPlanning Dates ManagementPlanning Dates Management Page | Planning Dates - Manager Level | The 'viewer' role allows users to only view specific parts of the page that is specified. | | Expand |
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| title | Specific Edit Permissions |
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This role allows users to edit only specific parts of the page that was specified. |
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Planning Dates Management Page - This page outlines key eTRACS and GoSFU deadlines for a specific semester. | | Expand |
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| Term - Ability to specify a term Faculties - Preset to your existing department Schools/Departments/Programs - Preset to your existing department
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| ✔ | ✔ | ✔ | | Expand |
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| Ability to see important dates for a given term |
| ✔ | ✔ | ✔ | Functionalities | | | Expand |
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| Ability to add new scheduling dates |
| ✔ | ✖ - No Access | The role(s) below have pre-determined ✔ access to this page: |
Course Planner (6SP)Course Planning Pages | 6SP - Manager Level | 6SP - Academic Admin Level | | | The 'viewer' role allows users to only view specific parts of the page that is specified. |
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Course Planner (6SP) - This page allows users to view and plan courses to be offered to students in the upcoming terms. | | Expand |
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| Start & End Terms - Ability to set filter range for start and end term Faculties - Preset to your existing department Schools/Departments/Programs - Preset to your existing department Subplans - Filter between specific academic subplans within a program Academic Careers - Filter between undergraduate and graduate careers Course Levels - Filter between different course levels (e.g. 100, 200, 300) Course Divisions - Filter between different course divisions (lower, upper, graduate) Subjects - Filter between different subjects (e.g., EDUC, BISC, ECON) Course Numbers - Filter between different course numbers Component Types - Filter by type of course component (e.g., lecture, lab, tutorial) Campuses - Filter by campus location Locations - Filter between different locations (cities) Instructors - Filter by specific instructor name or computing ID Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty) Offer Publish Status - Filter between unpublished, in progress, published
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| ✔ | ✔ | ✔ | ✔ | ✔ | | Expand |
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| Ability to view/edit course offerings for a given semester |
Separate access permissions will need to be granted to access this page. Access to the course offering and course profile pages is separate. Please refer to each respective section for roles. | ✔ - Edit | ✔ - Edit | ✖ - No Access | ✔ - Edit | The role(s) below have ✔ - View access to this data field: | | Expand |
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| title | Course Planner Pop-up |
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| Ability to view/edit additional course offering information |
| ✔ - Edit | ✔ - Edit | ✔ - View | ✔ - Edit | ✔ - View | Functionalities | | | Expand |
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| Ability to “rollover” or copy offerings from a different term |
| ✔ - Edit | ✔ - Edit | ✔ - Edit | ✖ - No Access | ✖ - No Access | | Expand |
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| Ability to update enrollment numbers for course offerings |
| ✔ | ✔ | ✖ - No Access | ✖ - No Access | The role(s) below have ✔ access to this data field: | | Expand |
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| Ability to export course offering data |
| ✔ | ✔ | ✔ | ✔ | The role(s) below have ✔ access to this data field: |
Course Scheduling Course Scheduling Pages - Includes Components Management, Course Scheduler, Comparison result table | Course Scheduling - Manager Level | Course Scheduling - Viewer Only |
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Components Management Page - allows users to edit various components of a course offering such as labs and tutorials | | Expand |
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| Terms - Specify a term Faculties - Filter between different faculties Schools/Departments/Programs - Filter between different schools/departments/programs Subplans - Filter between different academic subplans Subjects - Filter between different subjects (e.g. EDUC, BISC, ECON) Course Number - Filter between different course numbers Academic Careers - Filter between undergraduate and graduate Record Statuses - Filter between different record statuses (e.g. active, future, past)
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| ✔ | ✔ | | Expand |
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| Ability to view results from the course scheduling components search |
| ✔ - View | ✔ - View | | Expand |
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| title | Add Components/Edit/Delete (in results table) |
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| Ability to add/edit components for a course offering |
| ✔ - View | ✔ - View | Course Scheduler Page - allows users to specify intended class times for course offerings during a particular semester | | Expand |
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| Terms - Filter to a specific term Faculties - Preset to your existing department Schools/Departments/Programs - Preset to your existing department Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections (e.g. D100, E100) Section Groups - Filter between primary and non-primary sections Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Employment Groups - Filter between different employment groups (e.g. Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment) Service Courses - Filter between service courses Offering Publish Status - Filter between in progress, unpublished, and published courses Schedule Publish Status - Filter between in progress, unpublished, and published courses
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| ✔ | ✔ | | Expand |
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| Provides information on number of courses in prime time, publish to goSFU status, and publishing deadline |
| ✔ - View | ✔ - View | | Expand |
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| title | Course Scheduler Grid |
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| Ability to view and modify course offering times |
| ✔ - Edit | ✔ - View | | Expand |
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| title | Course Information Popup |
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| Ability to edit specific information related to a course offering |
| ✔ - Edit - only class notes & instructors | ✔ - View | Functionalities | | | Expand |
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| Ability to toggle colour coding for unpublished schedules |
| ✔ | ✔ | | Expand |
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| title | Scheduler Term Lock Date |
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| Ability to set up scheduler term lock dates |
| ✖ - No Access | ✖ - No Access | | Expand |
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| Ability to “rollover” or copy offerings from a different term |
| ✔ - Edit | ✔ - View | | Expand |
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| Assign a course to have no schedule |
| ✔ - Edit | ✖ - No Access | | Expand |
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| Ability to view course conflicts and set conflict rules |
| ✔ - Edit | ✖ - No Access | | Expand |
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| Ability to swap view into a list form to view/edit grade approvers |
| ✔ - Edit | ✔ | | Expand |
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| Ability to export a .csv of scheduled courses |
| ✔ | ✔ | Comparison Report - this page compares data between GoSFU and eTRACS, highlighting any mismatches or discrepancies | | Expand |
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| Term - Specify a term Faculties - Preset to your existing department Schools/Departments/Programs - Preset to your existing department Subplans - Filter between specific academic subplans within a program Course Levels - Filter between different course levels (e.g. 100, 200, 300) Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Course Divisions - Filter between different course divisions (lower, upper, graduate) Course Numbers - Filter between different course numbers Component Types - Filter by type of course component (e.g., lecture, lab, tutorial) Campuses - Filter by campus location Locations - Filter between different locations (cities) Exclude Schedules - (Yes/No)
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| ✔ - Edit | ✔ - Edit | | Expand |
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| Provides details on courses from both eTRACS and goSFU |
Access to the course offering profile is separate. Please refer to the course offering section for roles. | ✔ - View | ✔ - View |
goSFU Course Data UploadThis page allows users to view and publish course information to goSFU. goSFU Course Data Upload Pages | goSFU Course Offering Publish - Manager Level | goSFU Class Notes Publish - Manager Level | goSFU Course Schedule Publish - Manager Level | goSFU Course Instructor Publish - Manager Level | goSFU Course Offering Publish - Viewer Only | goSFU Class Notes Publish - Viewer Only | goSFU Course Schedule Publish - Viewer Only | goSFU Course Instructor Publish - Viewer Only |
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Course Offering Worksheet | | Expand |
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| Worksheets - Switch between the different worksheets Terms - Filter between Terms Faculties - preset to your existing faculty Schools/Departments/Programs - preset to your existing department Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment)
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| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
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| Ability to see course offerings and their publish status to goSFU for a given term |
| ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | Functionalities | | | Expand |
|---|
| Ability to push information to SIMS (goSFU) |
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to view a log of what was published to SIMS (goSFU) |
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | Combined Sections Worksheet | | Expand |
|---|
| Worksheets - Switch between the different worksheets Terms - Filter between Terms Faculties - preset to your existing faculty Schools/Departments/Programs - preset to your existing department Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment)
|
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
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| Ability to see combined sections and their publish status to goSFU for a given term |
| ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | Functionalities | | | Expand |
|---|
| Ability to push information to SIMS (goSFU) |
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to view a log of what was published to SIMS (goSFU) |
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | Instructors Worksheet | | Expand |
|---|
| Worksheets - Switch between the different worksheets Terms - Filter between Terms Faculties - preset to your existing faculty Schools/Departments/Programs - preset to your existing department Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment)
|
| ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | | Expand |
|---|
| Ability to see assigned instructors and their publish status to goSFU for a given term |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | Functionalities | | | Expand |
|---|
| Ability to push information to SIMS (goSFU) |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to view a log of what was published to SIMS (goSFU) |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | Schedules Worksheet | | Expand |
|---|
| Worksheets - Switch between the different worksheets Terms - Filter between Terms Faculties - preset to your existing faculty Schools/Departments/Programs - preset to your existing department Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment)
|
| ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | | Expand |
|---|
| Ability to see course schedules and their publish status to goSFU for a given term |
| ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | Functionalities | | | Expand |
|---|
| Ability to push information to SIMS (goSFU) |
| ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to view a log of what was published to SIMS (goSFU) |
| ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | Class Notes Worksheet | | Expand |
|---|
| Worksheets - Switch between the different worksheets Terms - Filter between Terms Faculties - preset to your existing faculty Schools/Departments/Programs - preset to your existing department Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment)
|
| ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to see class notes and their publish status to goSFU for a given term |
| ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | Functionalities | | | Expand |
|---|
| Ability to push information to SIMS (goSFU) |
| ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to view a log of what was published to SIMS (goSFU) |
| ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | Enrollment Control and Reserve Cap Worksheet | | Expand |
|---|
| Worksheets - Switch between the different worksheets Terms - Filter between Terms Faculties - preset to your existing faculty Schools/Departments/Programs - preset to your existing department Subplans - Filter by specific subplans within a program Academic Careers - Filter between undergraduate and graduate Course Levels - Filter by course levels (e.g., introductory, advanced) Course Divisions - Filter between different course divisions (e.g., lower, upper, graduate) Course Numbers - Filter between specific course numbers Course Sections - Filter by individual course sections Section Groups - Filter between primary and non-primary sections Component Types - Filter by course component types (e.g., lecture, lab, tutorial) Campuses - Filter based on campus location Locations - Filter by specific locations (cities) Instructors - Search for specific instructors by name or computing ID Employment Groups - Filter between different employment groups (e.g., Continuing Academic Appointment, Visiting Faculty, Term Faculty Appointment)
|
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to see enrollment numbers and reserve caps for courses and their publish status to goSFU for a given term |
| ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✔ - View | ✖ - No Access | ✖ - No Access | ✖ - No Access | Functionalities | | | Expand |
|---|
| Ability to push information to SIMS (goSFU) |
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to view a log of what was published to SIMS (goSFU) |
| ✔ | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access | ✖ - No Access |
Budget Mgmt PagesBudget Mgmt Pages | Budget Planning - Director of Admin Level | Budget Planning - Manager Level | Budget Viewer - Academic Administrator |
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Budget Summary Page - This page provides a general overview on budgets for a specific department | | Expand |
|---|
| Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department
|
| ✔ | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to view information in the form of cards and graphs on the page |
| ✔ - View | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Provides a breakdown of the faculty budget for TI/TA for the fiscal year |
| ✔ - View | ✖ - No Access | ✖ - No Access | TI Budget Worksheet - This page provides an overview on TI budget spending | | Expand |
|---|
| Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department
|
| ✔ | ✔ | ✔ | | Expand |
|---|
| Provides a sum of: Total Allocated Amount Total TI Budget Total TA/TM Budget Total TI/TA Budget Remaining Budget
|
| ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| Provides a breakdown of the faculty budget for temporary instructors for the fiscal year |
Access to the course offering profile is separate. Please refer to the course offering section for roles. | ✔ - View | ✔ - View | ✔ - View | Functionalities | | | Expand |
|---|
| Ability to export current filtered data into a .csv file |
| ✔ | ✔ | ✖ - No Access | TA/TM Budget Worksheet - This page provides information on TA/TM budgets | | Expand |
|---|
| Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department
|
| ✔ | ✔ | ✔ | | Expand |
|---|
| Provides a sum of: Total Allocated Amount Total TI Budget Total TA/TM Budget Total TI/TA Budget Remaining Budget
|
| ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| Provides a breakdown of courses requiring TAs and estimated amounts |
Access to the course offering profile is separate. Please refer to the course offering section for roles. | ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| title | Mark as Required/Not Required (in results table) |
|---|
| Ability to mark courses if they require a TA or not |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | Functionalities | | | Expand |
|---|
| Ability to export current filtered data into a .csv file |
| ✔ | ✔ | ✖ - No Access | Salary Recovery Page - This page allows users to view information on salary recovery | | Expand |
|---|
| Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department
|
| ✔ | ✔ | ✖ - No Access | | Expand |
|---|
| Provides information on any recorded salary recoveries |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | Functionalities | | | Expand |
|---|
| title | Add New Recovery Line |
|---|
| Ability to add a salary recovery record to the result table |
| ✔ - Edit | ✔ - Edit | ✖ - No Access | | Expand |
|---|
| Ability to export current filtered data into a .csv file |
| ✔ | ✔ | ✖ - No Access | Budget Allocation Page - This page allows users to input the budget for their department | | ✔ | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| title | Budget Allocation Card |
|---|
| Ability to view/edit the budget allocation for a department |
| ✔ - Edit | ✖ - No Access | ✖ - No Access | Budget Lock Dates Setup Page - This page allows users to specify open and lock dates for the TI and TA/TM worksheets | | ✔ - Edit | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| title | Lock Dates Setup Card |
|---|
| Ability to view/edit open and lock dates for editing the TI and TA/TM worksheets |
| ✔ - Edit | ✖ - No Access | ✖ - No Access | Salary Rates Mgmt Page - This page provides calculations based on ranks for each department | | Expand |
|---|
| Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department Employment Groups - Filter by employment group Ranks - Filter by rank
|
| ✔ | ✔ | ✖ - No Access | | Expand |
|---|
| Ability to view/edit salary rate calculations for different employment groups/ranks based on department |
| ✔ - Edit | ✔ - View | ✖ - No Access |
Temporary Instructor Management SI Pages | SI Contracts - Manager Level | SI Contracts - Approver Level | SI Contracts - View Level |
|---|
SI Assignments Page - This page provides information on sessional instructors and the course they are assigned to | | Expand |
|---|
| Terms - Filter by term Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department Subjects - Filter by subject Academic Careers - Filter by undergraduate or graduate Offering Statuses - Filter by offering status (e.g. active, past, future)
|
| ✔ | ✖ - No Access | ✔ | | Expand |
|---|
| Provides a result table on sessional instructor assignments |
Access to the course offering and stakeholder profiles is separate. Please refer to the respective sections for roles. | ✔ - View | ✖ - No Access | ✔ - View | Functionalities | | | Expand |
|---|
| Ability to edit instructor assignment information |
| ✔ - Edit | ✖ - No Access | ✖ - No Access | SI Contracts Page - This page allows users to view and manage SI contracts | | Expand |
|---|
| Terms - Filter by term Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department Instructors - Search by name or Employee ID Contract Statuses - Filter by contract status
|
| ✔ | ✔ | ✔ | | Expand |
|---|
| Provides a result table on the status of SI contracts |
Access to the course offering and stakeholder profiles is separate. Please refer to the respective sections for roles. | ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| title | Contract Type (in results table) |
|---|
| Ability to switch between guaranteed and conditional contract types |
| ✔ | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| title | Contract Status (in results table) |
|---|
| Ability to edit contract status for a specific individual |
| ✔ | ✖ - No Access | ✖ - No Access | Functionalities | | | | Expand |
|---|
| Ability to bulk update contract statuses to a different status |
| ✔ | ✔ | ✖ - No Access | | Expand |
|---|
| title | Preview Payroll Form |
|---|
| Ability to preview an individual’s payroll form |
| ✔ | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to export current filtered data into a .csv file |
| ✔ | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to bulk send offers to individuals who have not received an offer |
| ✔ | ✖ - No Access | ✖ - No Access | | Expand |
|---|
| Ability to bulk generate contracts for individuals who do not have one created already |
| ✔ | ✖ - No Access | ✖ - No Access |
TI PagesTI Pages | TI Contract Setup - Manager Level | TI Contract Setup - Manager Level (w/o Dates) | TI Contract Setup - View Level |
|---|
Contract Dates Page - This page allows users to view/set contract dates for their department | | ✔ | ✔ | ✔ | | Expand |
|---|
| title | Contract Dates Overview Card |
|---|
| Ability to view general semester information |
| ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| title | Contract Dates Setup |
|---|
| Ability to view/edit contract dates for departments in a faculty |
| ✔ - Edit | ✔ - View | ✔ - View | Functionalities | | | | Expand |
|---|
| Ability to add a new contract date for a given semester |
| ✔ - Edit | ✖ - No Access | ✖ - No Access | Email Templates Page - This page provides information on existing email templates that are sent to sessional instructors | | Expand |
|---|
| Terms - Filter by term Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department Instructor Ranks - Filter by instructor rank Hiring Types - Filter by hire type (e.g. new hire, rehire) Email Types - Filter by email type (e.g. offer status) Record Statuses - Filter by active, past, present
|
| ✔ | ✔ | ✔ | | Expand |
|---|
| title | Email Template Report |
|---|
| Ability to view existing email templates |
| ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| Ability to view/edit a preview of the email template sent to faculty |
| ✔ - Edit | ✔ - Edit | ✔ - View | Functionalities | | | | Expand |
|---|
| Ability to add a new email template |
| ✔ - Edit | ✔ - Edit | ✖ - No Access | Letter Template Page - This page provides information on existing letter templates that are sent to sessional instructors | | Expand |
|---|
| Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department Ranks - Filter by rank Hiring Types - Filter by hire type (e.g. new hire, rehire) Record Statuses - Filter by active, past, present
|
| ✔ | ✔ | ✔ | | Expand |
|---|
| title | Letter Template Report |
|---|
| Ability to view existing letter templates |
| ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| title | Letter Template View |
|---|
| Ability to view/edit a preview of the letter template sent to faculty |
| ✔ - Edit | ✔ - Edit | ✔ - View | Functionalities | | | | Expand |
|---|
| Ability to add a new letter template |
| ✔ - Edit | ✔ - Edit | ✖ - No Access | Contract Attachments and Weblinks Page - This page provides information on existing attachments and weblink that can be attached to emails/letters | | Expand |
|---|
| Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department Ranks - Filter by rank Hiring Types - Filter by hire type (e.g. new hire, rehire) Record Statuses - Filter by active, past, present
|
| ✔ | ✔ | ✔ | | Expand |
|---|
| Ability to view all files/weblinks based on filter |
| ✔ - View | ✔ - View | ✔ - View | | Expand |
|---|
| title | Edit/Delete (inside report) |
|---|
| Ability to edit or delete a file/weblink |
| ✖ - No Access | ✖ - No Access | ✖ - No Access | Functionalities | | | | Expand |
|---|
| title | Attach Files/Weblinks |
|---|
| Ability to attach a file/weblink to a rank |
| ✖ - No Access | ✖ - No Access | ✖ - No Access |
Faculty Leaves Result TableFaculty Leaves Page | Leave result tables - Director of Admin/Manager Level |
|---|
Faculty Leaves Page - This page provides information on faculty leaves. | | Expand |
|---|
| result table Types - Filter between different result tables (study, parental, admin, personal leaves) Terms - Filter by term Start & End Date - Filter by start and end date Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department Stakeholder Search - Search by stakeholder
|
| ✔ | | Expand |
|---|
| Provides information on recorded leaves |
Access to the TTR profile is separate. Please refer to the TTR section for roles. | ✔ - View | Functionalities | | | Expand |
|---|
| Ability to export current filtered data into a .csv file |
| ✔ |
Study Leave Service YearsThis page provides information on study leaves taken.Study Leaves Service Year Page | Study Leave Service Years result table - Director of Admin/Manager Level |
|---|
Study Leaves Service Year Page - This page provides information on study leaves taken. | | Expand |
|---|
| End Terms - Filter by end term Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department
|
Access to the TTR profile is separate. Please refer to the TTR section for roles. | ✔ | | Expand |
|---|
| Provides information on study leaves taken for an individual |
| ✔ - View | Functionalities | | | Expand |
|---|
| Ability to export current filtered data into a .csv file |
| ✔ |
Teaching Workload Result TableTeaching Workload Result Table Page | Workload result table - Director of Admin Level | Workload result table - Manager Level |
|---|
Teaching Workload Result Table - This page provides information on teaching workloads. | | Expand |
|---|
| Fiscal Years - Filter by fiscal year Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department
|
| ✔ | ✔ | | Expand |
|---|
| title | Teaching Workload Distribution Card |
|---|
| Ability to view a visualization on the teaching workload distribution per rank |
| ✔ - View | ✔ - View | | Expand |
|---|
| Ability to view a summary and departmental breakdown of teaching workloads per rank |
| ✔ - View | ✔ - View |
|