Stakeholders Module

Stakeholder Search & Profile View

Stakeholder Pages	Director Level (w/Salary)	Manager Level	Secretary Level (w/Salary)	Academic Administrator Level	Faculty Relations Level (w/Salary)	Library Level	ITS Viewer	Viewer Only 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 The 'viewer' role allows users to only view specific parts of the page that is specified.	Specific Edit Permissions Edit Educ History Edit Educ History & Contact This role allows users to edit only specific parts of the page that was specified.
Stakeholder Search Page - allows users to search and locate different individuals from their faculty/department
Filters 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)	✔	✔	✔	✔	✔	✔	✔	✔	✔
Results Table Ability to view results from the stakeholder search	✔	✔	✔	✔	✔	✔	✔	✔	✔
Functionalities
Add New Stakeholder 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
Export 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
Personal Details 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: Click here 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	✖ - No Access
Contact Details Email, phone numbers, addresses, etc.	✔ - Edit	✔ - Edit	✔ - Edit	✔ - Edit	✔ - Edit	✔ - Edit	✔ - Edit	The role(s) below have ✔ - View access to this data field: Click here Stakeholder Profile - Viewer Only Stakeholder Profile - Viewer Only (w/Grade & Step)	The role(s) below have ✔ - Edit access to this data field: Click here Edit Educ History & Contact
Education History Education history details	✔ - Edit	✔ - Edit	✔ - Edit	✔ - Edit	✔ - View	✔ - Edit	✔ - Edit	The role(s) below have ✔ - View access to this data field: Click Here 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	The role(s) below have ✔ - Edit access to this data field: Click here Edit Educ History Edit Educ History & Contact
Work Experience 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: Click here Stakeholder Profile - Viewer Only	✖ - No Access
Emergency Contact Emergency contact details	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✔ - View	✖ - No Access	✖ - No Access
User Agreements 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: Click Here 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	✖ - No Access
Employment Details Tab
Appointments Provides information on current/past appointments	✔ - Edit	✔ - Edit	✔ - View	✔ - View	✔ - View	✔ - View	✔ - View	The role(s) below have ✔ - View access to this data field: Click Here 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	✖ - No Access
Rank Profile 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: Click Here 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	The role(s) below have ✔ - View access to this data field: Click Here Edit Educ History Edit Educ History and Contact
Awards & Recognition 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: Click here Stakeholder Profile - Viewer Only	✖ - No Access
Salary Summary 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: Click here Stakeholder Profile - View w/o Contact Details	✖ - No Access
Teaching Details Tab
Courses Taught 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: Click Here 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	✖ - No Access
Documents Tab
Documents 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 Mgmt

Course Profile Search & Profile View

Course Profile Pages	Course Profile - Manager Level	Course Profile - Manager Level (New Course Access)	Viewer Only Viewer Only View Details & Offering The 'viewer' role allows users to only view specific parts of the page that is specified.
Course Profile Search Page - Enables users to search for and view profiles for different courses
Filters 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	✔	✔	✔
Results Table Ability to see results from the course profile search	✔	✔	✔
Functionalities
Add A New Course Button Ability to add a new course into eTRACS	✖ - No Access	✔ - Edit	✖ - No Access
Export Button 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
Course Profile Card Provides an overview on the course including course code, course name, faculty, division, effective term, etc.	✔ - View	✔ - View	✖ - No Access
Course Details Tab Ability to view/edit specific details about a course	✔ - Edit	✔ - Edit	The role(s) below have ✔ - View access to this data field: Click here Course Profile - View Details & Offering
Course Settings Tab Ability to view/edit attributes related to a course	✔ - Edit	✔ - Edit	✖ - No Access
Component Standards Tab Ability to view/edit course components e.g. labs, exams, tutorials, etc.	✔ - Edit	✔ - Edit	✖ - No Access
Enrollment Standards Tab Ability to view/edit enrollment numbers for a course	✔ - Edit	✔ - Edit	✖ - No Access
Course Offerings Tab 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: Click here Course Profile - View Details & Offering

Course Offering Search & Profile View

Course Offering Pages	Course Offering - Manager Level	Course Offering - FS Staff w/o IAA	Viewer Only Viewer Only Viewer Only (w/o IAA) View Only w/ Combined Sections Course Offering - Edit w/o Linked Components The 'viewer' role allows users to only view specific parts of the page that is specified.
Course Offerings Search Page - allows users to search for course offerings available during a specific semester or academic term
Filters 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	✔	✔	✔
Results Table Ability to see results from the course offering search	✔	✔	✔
Functionalities
Create IAA Report Ability to generate an IAA structured result table	✔	✖ - No Access	The role(s) below have ✔ access to this data field: Click here Viewer Only
Export Ability to export current filtered data into a .csv file	✔	✔	The role(s) below have ✔ access to this data field: Click here Viewer Only Viewer Only (w/o IAA)
Course Offering Profile - provides additional background information related to a course offering
Course Offering Card Ability to view a summary overview of a class offering	✔ - View	✔ - View	✔ - View
Offering Details Tab
Offering Details 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: Click here Course Offering - Viewer Only Viewer Only (w/o IAA) Course Offering - Edit w/o Linked Components
Combined Sections Ability to view/edit information on combined sections	✖ - No Access	✖ - No Access	The role(s) below have ✔ - View access to this data field: Click here Course Offering - Edit w/o Linked Components
Linked Components Ability to view/edit linked components associated with the course offering	✔ - View	✔ - View	The role(s) below have ✔ - View access to this data field: Click here Course Offering - Viewer Only Viewer Only (w/o IAA) Course Offering - Edit w/o Linked Components
Enrollment Summary Card Ability to view live enrollment numbers for a class offering	✔ - View	✔	The role(s) below have ✔ - View access to this data field: Click here Course Offering - Viewer Only Viewer Only (w/o IAA)
Combine Section Ability to create a combined section with another class offering	✖ - No Access	✔	✖ - No Access
Instructors Tab
Instructors 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: Click here Course Offering - Viewer Only Viewer Only (w/o IAA) Course Offering - Edit w/o Linked Components
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: Click here Course Offering - Viewer Only Course Offering Profile - Viewer Only (w/o IAA) Course Offering - View Only w/ Combined Sections

Teaching Patterns (TTR)

TTR Pages	TTR - Manager Level	TTR - Academic Admin Level	Viewer Only Viewer Only Viewer Level w/o Notes Viewer Level w/ Transaction Table & Notes
TTR Search Page - allows users to search for the teaching patterns of a specific individual or individuals within a department
Filters 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	✔	✔	✔
Results Table Ability to see results from the course profile search	✔	✔	✔
Functionalities
Export 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
TTR Summary Card Ability to view summary overview of study leave service years, course releases, and banked courses	✔ - View	✔ - View	✔ - View
TTR Grid
Start & End Terms Ability to set filter range for start and end term	✔	✔	✔
TTR Timeline Displays the TTR timeline for an individual	✔	✔	The role(s) below have pre-determined ✔ - View access to this page: Click here TTR - Viewer Level TTR - Viewer Level w/o Notes Viewer Level w/ Transaction Table & Notes
TTR Codes 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
All Tab 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: Click here Viewer Level w/ Transaction Table & Notes
Teaching Pattern Tab Ability to view/edit teaching pattern entries	✔ - Edit	✔ - Edit	The role(s) below have pre-determined ✔ - View access to this page: Click here Viewer Level w/ Transaction Table & Notes
Workload Reduction Tab 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: Click here Viewer Level w/ Transaction Table & Notes
Leave Tab Ability to view/edit all leaves applied to an individual	✔ - Edit	✔ - Edit	The role(s) below have pre-determined ✔ - View access to this page: Click here Viewer Level w/ Transaction Table & Notes
Modifier Tab 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: Click here Viewer Level w/ Transaction Table & Notes
Banked/Taught Courses Tab 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: Click here Viewer Level w/ Transaction Table & Notes
Notes Tab Ability to view/edit notes for an individual	✔ - Edit	✔ - Edit	The role(s) below have pre-determined ✔ - View access to this page: Click here TTR - Viewer Level Viewer Level w/ Transaction Table & Notes
Activity Log Tab Ability to view all changes made to an individual’s TTR	✔ - Edit	✔ - Edit	✖ - No Access

Course Planning

Planning Dates Management

Planning Dates Management Page	Planning Dates - Manager Level	Viewer Only Viewer Only The 'viewer' role allows users to only view specific parts of the page that is specified.	Specific Edit Permissions Edit lockdown w/o override This role allows users to edit only specific parts of the page that was specified.
Planning Dates Management Page - This page outlines key eTRACS and GoSFU deadlines for a specific semester.
Filters Term - Ability to specify a term Faculties - Preset to your existing department Schools/Departments/Programs - Preset to your existing department	✔	✔	✔
Results Table Ability to see important dates for a given term	✔	✔	✔
Functionalities
Add Dates Ability to add new scheduling dates	✔	✖ - No Access	The role(s) below have pre-determined ✔ access to this page: Click here Planning Dates - Edit lockdown w/o override

Course Planner (6SP)

Course Planning Pages	6SP - Manager Level	6SP - Academic Admin Level	6SP - Edit Rollover	6SP - Edit Calendar Only	Viewer Only 6SP - Viewer Only 6SP - View Only w/ Enrol Update The 'viewer' role allows users to only view specific parts of the page that is specified.
Course Planner (6SP) - This page allows users to view and plan courses to be offered to students in the upcoming terms.
Filters 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	✔	✔	✔	✔	✔
Course Planner Grid 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: Click here 6SP - Viewer Only 6SP - View Only w/ Enrol Update 6SP - Edit Rollover
Course Planner Pop-up Ability to view/edit additional course offering information	✔ - Edit	✔ - Edit	✔ - View	✔ - Edit	✔ - View
Functionalities
Rollover Offerings Ability to “rollover” or copy offerings from a different term	✔ - Edit	✔ - Edit	✔ - Edit	✖ - No Access	✖ - No Access
Update Enrollment Ability to update enrollment numbers for course offerings	✔	✔	✖ - No Access	✖ - No Access	The role(s) below have ✔ access to this data field: Click here 6SP - View Only w/ Enrol Update
Export Ability to export course offering data	✔	✔	✔	✔	The role(s) below have ✔ access to this data field: Click here 6SP - Viewer Only 6SP - View Only w/ Enrol Update

Course Scheduling

Course Scheduling Pages - Includes Components Management, Course Scheduler, Comparison result table	Course Scheduling - Manager Level	Course Scheduling - Viewer Only
Components Management Page - allows users to edit various components of a course offering such as labs and tutorials
Filters 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)	✔	✔
Results Table Ability to view results from the course scheduling components search	✔ - View	✔ - View
Add Components/Edit/Delete (in results table) 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
Filters 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	✔	✔
Information Cards Provides information on number of courses in prime time, publish to goSFU status, and publishing deadline	✔ - View	✔ - View
Course Scheduler Grid Ability to view and modify course offering times	✔ - Edit	✔ - View
Course Information Popup Ability to edit specific information related to a course offering	✔ - Edit - only class notes & instructors	✔ - View
Functionalities
Gear Icon Ability to toggle colour coding for unpublished schedules	✔	✔
Scheduler Term Lock Date Ability to set up scheduler term lock dates	✖ - No Access	✖ - No Access
Rollover Schedules Ability to “rollover” or copy offerings from a different term	✔ - Edit	✔ - View
Assign No Schedule Assign a course to have no schedule	✔ - Edit	✖ - No Access
Schedule Conflicts Ability to view course conflicts and set conflict rules	✔ - Edit	✖ - No Access
Switch to List View Ability to swap view into a list form to view/edit grade approvers	✔ - Edit	✔
Export Ability to export a .csv of scheduled courses	✔	✔
Comparison Report - this page compares data between GoSFU and eTRACS, highlighting any mismatches or discrepancies
Filters 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)	✔ - Edit	✔ - Edit
Results Table 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 Upload

This 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
Course Offering Worksheet
Filters 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
Results Table 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
Publish to goSFU Ability to push information to SIMS (goSFU)	✔	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access
View Publish Logs 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
Filters 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
Results Table 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
Publish to goSFU Ability to push information to SIMS (goSFU)	✔	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access
View Publish Logs 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
Filters 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	✔
Results Table 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
Publish to goSFU Ability to push information to SIMS (goSFU)	✖ - No Access	✖ - No Access	✖ - No Access	✔	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access
View Publish Logs 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
Filters 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
Results Table 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
Publish to goSFU Ability to push information to SIMS (goSFU)	✖ - No Access	✖ - No Access	✔	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access
View Publish Logs 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
Filters 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
Results Table 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
Publish to goSFU Ability to push information to SIMS (goSFU)	✖ - No Access	✔	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access
View Publish Logs 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
Filters 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
Results Table 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
Publish to goSFU Ability to push information to SIMS (goSFU)	✔	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access	✖ - No Access
View Publish Logs 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

Budget Mgmt Pages

Budget Mgmt Pages	Budget Planning - Director of Admin Level	Budget Planning - Manager Level	Budget Viewer - Academic Administrator
Budget Summary Page - This page provides a general overview on budgets for a specific department
Filters Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department	✔	✖ - No Access	✖ - No Access
Visualizations Ability to view information in the form of cards and graphs on the page	✔ - View	✖ - No Access	✖ - No Access
Results Table 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
Filters Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department	✔	✔	✔
Total Cards Provides a sum of: Total Allocated Amount Total TI Budget Total TA/TM Budget Total TI/TA Budget Remaining Budget	✔ - View	✔ - View	✔ - View
Results Table 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
Export Ability to export current filtered data into a .csv file	✔	✔	✖ - No Access
TA/TM Budget Worksheet - This page provides information on TA/TM budgets
Filters Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department	✔	✔	✔
Total Cards Provides a sum of: Total Allocated Amount Total TI Budget Total TA/TM Budget Total TI/TA Budget Remaining Budget	✔ - View	✔ - View	✔ - View
Result Table 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
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
Export 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
Filters Fiscal Years - Filter by fiscal years Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department	✔	✔	✖ - No Access
Results Table Provides information on any recorded salary recoveries	✖ - No Access	✖ - No Access	✖ - No Access
Functionalities
Add New Recovery Line Ability to add a salary recovery record to the result table	✔ - Edit	✔ - Edit	✖ - No Access
Export 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
Filters Fiscal Years - Filter by fiscal years Faculties - Filter by faculties	✔	✖ - No Access	✖ - No Access
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
Filters Fiscal Years - Filter by fiscal years Faculties - Filter by faculties	✔ - Edit	✖ - No Access	✖ - No Access
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
Filters 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
Results Table Ability to view/edit salary rate calculations for different employment groups/ranks based on department	✔ - Edit	✔ - View	✖ - No Access

Contract Mgmt

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
Filters 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	✔
Results Table 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
Edit (in report) Ability to edit instructor assignment information	✔ - Edit	✖ - No Access	✖ - No Access
SI Contracts Page - This page allows users to view and manage SI contracts
Filters 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	✔	✔	✔
Results Table 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
Contract Type (in results table) Ability to switch between guaranteed and conditional contract types	✔	✖ - No Access	✖ - No Access
Contract Status (in results table) Ability to edit contract status for a specific individual	✔	✖ - No Access	✖ - No Access
Functionalities
Update Status Ability to bulk update contract statuses to a different status	✔	✔	✖ - No Access
Preview Payroll Form Ability to preview an individual’s payroll form	✔	✖ - No Access	✖ - No Access
Export Ability to export current filtered data into a .csv file	✔	✖ - No Access	✖ - No Access
Send Offers Ability to bulk send offers to individuals who have not received an offer	✔	✖ - No Access	✖ - No Access
Generate All Ability to bulk generate contracts for individuals who do not have one created already	✔	✖ - No Access	✖ - No Access

TI Pages

TI 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
Filters Terms - Filter by term Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department	✔	✔	✔
Contract Dates Overview Card Ability to view general semester information	✔ - View	✔ - View	✔ - View
Contract Dates Setup Ability to view/edit contract dates for departments in a faculty	✔ - Edit	✔ - View	✔ - View
Functionalities
Add Dates 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
Filters 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	✔	✔	✔
Email Template Report Ability to view existing email templates	✔ - View	✔ - View	✔ - View
Email Template View Ability to view/edit a preview of the email template sent to faculty	✔ - Edit	✔ - Edit	✔ - View
Functionalities
Add Email Template 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
Filters 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	✔	✔	✔
Letter Template Report Ability to view existing letter templates	✔ - View	✔ - View	✔ - View
Letter Template View Ability to view/edit a preview of the letter template sent to faculty	✔ - Edit	✔ - Edit	✔ - View
Functionalities
Add Letter Template 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
Filters 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	✔	✔	✔
Results Table Ability to view all files/weblinks based on filter	✔ - View	✔ - View	✔ - View
Edit/Delete (inside report) Ability to edit or delete a file/weblink	✖ - No Access	✖ - No Access	✖ - No Access
Functionalities
Attach Files/Weblinks Ability to attach a file/weblink to a rank	✖ - No Access	✖ - No Access	✖ - No Access

Reports Hub

Faculty Leaves Result Table

Faculty Leaves Page	Leave result tables - Director of Admin/Manager Level
Faculty Leaves Page - This page provides information on faculty leaves.
Filters 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	✔
Results Table Provides information on recorded leaves Access to the TTR profile is separate. Please refer to the TTR section for roles.	✔ - View
Functionalities
Export Ability to export current filtered data into a .csv file	✔

Study Leave Service Years

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.
Filter 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.	✔
Results Table Provides information on study leaves taken for an individual	✔ - View
Functionalities
Export Ability to export current filtered data into a .csv file	✔

Teaching Workload Result Table

Teaching 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.
Filters Fiscal Years - Filter by fiscal year Faculties - Preset to your respective faculty Schools/Departments/Programs - Preset to your respective department	✔	✔
Teaching Workload Distribution Card Ability to view a visualization on the teaching workload distribution per rank	✔ - View	✔ - View
Results Table Ability to view a summary and departmental breakdown of teaching workloads per rank	✔ - View	✔ - View

Legend
✔	Access to panel/page/tab
✖ - No Access	No access
✔ - Edit	Permission to Edit
✔ - View	Permission to View Only

Access Control Role Access Matrix