Understanding the TTR Profile

Introduction

The TTR Profile is a planning tool used to manage teaching patterns (TTR) & workload transactions of an individual. The TTR profile displays the terms that the instructor should be teaching and researching for course assignment in the Course Planner. At the end of this lesson you will be able to:

Understand the components that make up the TTR profile
Understand the information produced from TTR transactions
Understand how to find important information that you need in order to do your job

How to Navigate the TTR

The TTR profile consists of three components: TTR Contact Card, TTR, and the Transaction Table. The TTR Contact Card includes basic information regarding the individual and a summary of the calculations derived from the transactions table that are necessary for planning. The TTR provides a visual guide to help you quickly reference the individual's teaching pattern. Only users with the permissions will be able to make modifications to the TTR and be able to view the transactions table.

What is the TTR Contact Card?

The contact card provides a summary of the individual's active rank information, hire/tenure dates, and the net amount of study leave service years, course releases, banked courses, and other workload reduction values (1 in 9). The table below provides a description of how this information will help you in planning:

The TTR calculations (e.g. Total Study Leave Service Years) in the contact card will display the calculated net amount before the End Term that is filtered. For example, if the term filters are set to display the TTR from Fall 2020 to Fall 2023, the Total Study Service Years will not include the accumulation of service years gained/used after Fall 2023.

Stakeholder Name	Preferred First Name + Legal Last Name Click on the stakeholder name to view their stakeholder profile
Rank	Rank Name + Academic Unit at the lowest level, department/area Primary rank is indicated by Future rank will display if stakeholder does not have a current Active rank
Original Hire Date/Tenure Date	Provides context when planning for teaching pattern
TTR Calculations Calculations based on the term range filtered. Different Start and End Term filtered can result in different total values.	Total Study Leave Service Years - Provides a running count of the stakeholder's study leave service years gained from fulfilling teaching and research duties. Includes planned accumulation and usage for Study Leaves Total Course Releases - Course releases gained but not yet used Total Banked Courses - Courses being banked but not yet unbanked Total 1 in 9 - Non-teaching terms gained after fulfilling eight teaching/research terms (Teaching Faculty only)

What is the TTR?

The TTR provides a visual view of the individual's teaching pattern. Click on the Start Term and End Term filters to view a different term range.

To accommodate for all Chrome, Firefox, and Safari users, the TTR profile page now has arrow buttons which allows you to easily view a large range of terms filtered. These arrows will appear if the terms selected do not fit in your screen. We have also moved the TTR grid scrollbar at the bottom of the page. This scrollbar will work in the same way as the arrows.

What are Pattern Elements?

Pattern Elements are used to administer transactions in the TTR. Each pattern element has a different effect on the TTR which is summarized in the table below. To use the pattern element, hover over and click on the desired pattern element. Drag the element in the applicable term and the resulting transaction will display in the transactions table. Only certain users with permissions will be able to apply pattern elements to build out individual teaching pattern. The following sheet is a summary of the pattern element actions:

Code Abb.	Code	Action	Teaching Value	Study Leave Value	Course Release Value	1 in 9 Value	Notes
	1 in 6	Null					Lecture faculties are entitled to configure their workload so that no teaching duties are assigned at least one semester in six without reduction in teaching load
	Zero Teaching	Given	0	+ 0.33			Teaching workload marker when no teaching is planning to be done in a teaching term
	Teaching	Given	1	+ 0.33			Teaching workload marker when the planned teaching workload to be assigned to the term is 1
	Teaching	Given	2	+ 0.33			Teaching workload marker when the planned teaching workload to be assigned to the term is 2
	Teaching	Given	3	+ 0.33			Teaching workload marker when the planned teaching workload to be assigned to the term is 3
	Teaching	Given	4	+ 0.33			Teaching workload marker when the planned teaching workload to be assigned to the term is 4
	Teaching	Given				+ 0.125	Awards 0.125 1 in 9 credit for a teaching term for Teaching Faculty
	Research			+ 0.33			Standard workload marker for research term which awards 0.33 study leave credit for Research Faculty
	Pattern Even	Given	+ 4 (Research Faculty) + 8 (Teaching Faculty)				A marker which injects teaching workload (standard pattern) for following term set regarding ranks assigned
	Pattern Not Even	Given	+ 4 (Research Faculty) + 8 (Teaching Faculty)				Teaching 2:1 workload ratio should be in balance, but is not. By placing NE, workload will be injected but the count of the workload goes back to the previous even E.
	Buyout	Taken	-1				When a buyout is being taken, standard annual teaching workload is reduced
	Course Equivalency	Taken	-1				When a course equivalency is being taken, standard annual teaching workload is reduced
	Course Release	Given			+ 1		When a course release is given to an instructor, the course release credit will increase and will allow the instructor to use it in the future to reduce teaching workload
(CR)	Course Release	Taken	-1		-1		When a course release is being taken, standard annual teaching workload is reduced
	1 in 8	Taken	-1				For University Lecturers, at least one course equivalent in eight will be provided for curriculum development which will reduce annual teaching workload
	1 in 16	Taken	-1				For Senior Lecturers, one course equivalent in 16 will be provided for curriculum development, which will reduce annual teaching workload
	1 in 9					-1	Reduce standard annual teaching workload by the planned teaching workload of the term
	Admin Appointment						Release from teaching for administrative duties
	Study Leave	Taken		-3/4/6 (Based on Leave Options chosen)			Standard workload marker which deducts study leave credits based on the years of service. Instructors are able to choose amount of study leave value taken, and value taken can be dependent on the following options (% Pay while on SL) chosen
	Parental Leave	Given		+ 0.33			Awards 0.33 study leave service year while on parental leave
	Leave						Medical leave
	Personal Leave						Workload is not affected and study leave value is not needed and affected.
	Modified Appointment						Accumulation of study leave service year and 1 in 9 non-teaching semester will be impacted by the percentage value entered based on the actual workload
	Not Related To 6SP						Essentially a Notes placeholder which will not affect workload but serves for tracking purpose to be able to refer back to the Notes, includes items that are not required to appear on 6SP.
	Open Study Leave Credit	Given		+ Must manually input transaction value			Awards study leave service year
	Course Taught		-1				Annual standard teaching workload is reduced by the workload value given of a course

What is the Transaction Table?

The transaction table provides detail and explanation for each pattern element applied to the TTR. One or more transactions can correspond to a single pattern element. These transactions will be grouped together and can be expanded to show all transactions or collapsed to only display the parent transaction.

What is a Category?

The transaction table is divided into categories (tabs) containing pattern elements that have similar transaction types and effects towards teaching workload. The table below describes the pattern elements included in each category:

Category
All	Includes all transactions from all categories except course details
Teaching Pattern	Includes elements used for building patterns such as T, R,E and NE
Workload Reduction	Includes elements used to reduce teaching workload such as buyout, course equivalency, course release, 1 in 9, 1 in 16, 1 in 8
Leave	Includes different types of leave such as study leave, parental leave, personal leave, or other leaves
Notes Not Listed on the Course Planner	Includes notes that does not need to show in the Course Planner
Banked/Taught Courses	Includes all courses taught and banked courses
Activity Log	Includes a log of who made changes, what changes were made, and when in the TTR

How to Read the Transaction Table

The information displayed in the transaction table will depend on the pattern element applied. Some columns will be hidden for certain pattern elements. The table below will describe how to interpret each column in the transactions table:

Column Name	Column Description
Pattern Element	States pattern element's name and abbreviation shown on drag and drop pattern elements in brackets
Start Term	States the starting term of the pattern element
End Term	States the ending term of the pattern element
Start Date	In the cases where a pattern starts in the middle of the term, Start Date allows a more accurate input
End Date	In the cases where a pattern ends in the middle of the term, End Date allows a more accurate input
Transaction Type	Transaction type provides information on which part of the teaching workload, calculation, or pattern is being effected by this pattern element There are five transaction types: Teaching Value - relates to teaching workload Study Leave Value - relates to the study leave service year received by fulfilling teaching and researching obligation, and Total Study Leave Value* calculation 1 in 9 Value - relates to 1 in 9 received by fulfilling teaching obligation, and Total 1 in 9* calculation Course Release Value - relates to course releases received and used, and Total Course Releases* calculation Transaction Value - relates to banked courses, and Total Banked Courses* calculation *These total values are displayed in the contact card.
Balance Action	Given: Adding to Taken: Subtracting from For example, when you bank a course, the balance action is Given and adds to the total banked courses. When I un-bank the course, the balance action is Taken and subtracts from total banked courses.
Transaction Value	The value that is being Given or Taken
Process Status	For patterns that links to a process (e.g. Study Leave application from request to approve), process status represents the current status of that process. In the future, it will tie to the actual process so that Process Status will change automatically with the process flow. Four process status options Requested Approved Cancelled Delayed
Leave Option	Column only display in the Leaves tab Leave Options selected will drive transaction value of the leaves to populate (according to Collective Agreement)
Part of Load	Column only display in the Banked/Taught Courses tab Part of Load = 'Yes' means that the course assigned to the instructor will count towards the teaching workload Part of Load = 'No' means that the course assigned to the instructor will not count towards the teaching workload Part of Load = 'On Overload' means that the course assigned to the instructor is tied to an overload teaching contract
Notes	Provides context for future reference

Where can I track my changes? - Activity Log

To track activity in the TTR, go to the Activity Log tab in the transaction table. You will be able to see:

Who made the change
Pattern element used and the action involved
Update Time

This can help you reverse actions if there is an error made and know who to contact.

Table of Contents
1 Introduction 2 How to Navigate the TTR 2.1 What is the TTR Contact Card? 2.1.1 Stakeholder Name 2.1.2 Rank 2.1.3 Original Hire Date/Tenure Date 2.1.4 TTR Calculations 2.2 What is the TTR? 2.3 What are Pattern Elements? 2.4 What is the Transaction Table? 2.4.1 What is a Category? 2.4.2 How to Read the Transaction Table 2.5 Where can I track my changes? - Activity Log

Module Topics