System Updates 4/9/24
Enhancements
- Copy Paste citations: This is a large enhancement we’ve been developing for some time. We are beta testing a third party tool that allows faculty members to copy and paste their publication citations from a PDF or document into an import tool which can turn them into publication activity entries. The tool identifies data within the citation to populate the title, publisher, publication date, and authors, and any other fields it can. You then have the option to select what type of publication it is before previewing or finalizing the import (just as you might when importing from PubMed). The tool is not fool-proof, but it will list for you the citations it has difficulty identifying, which will allow you to try importing those via PubMed or manually. After pasting your citations and importing, please be patient while waiting for the system works to parse the data – if you have pasted a lot of citations, it might take a few minutes to complete.
- PNT Discussion Section: When completing a self-evaluation, faculty can now select whether they’d like to discuss PNT with their supervisor, and add a comment. This feature is included at the top of the Evaluation page. Supervisors will then have the opportunity to respond with their own comment when completing that faculty’s evaluation. For Supervisors, Chairs, and Org Admins, there is now a column on the Performance Dashboard table which marks which of your faculty members have requested a discussion about PNT.
- Pending Evaluation to-do list: If you are a supervisor, chair, or area evaluator, you will notice that your Performance Dashboard now defaults to a Pending Evaluations page. This functions as your evaluation cycle to-do list. If an evaluation needs your action, it will be listed here. For example, supervisors and area evaluators will see evaluations that your faculty have submitted. Chairs will see evaluations that require their review once the supervisor has submitted. From this page, you can use the edit button to access the evaluation page for that faculty member.
- Evaluation in Portfolio checkbox: For Org Admins, there is a new checkbox in the User Management tool which you can unselect if a faculty member is not having their evaluation through Portfolio. “Performance Evaluation Through Portfolio” is by default checked. Unchecking this before the evaluation has been submitted will hide the evaluation record from the faculty member. It will also hide that faculty from the Supervisor/Chair/Org Admin Performance Dashboards, so they are not counted in pending evaluation totals.
- Retrieve user with no roles: For Org Admins, when a user’s roles have all been deleted from their record in User Management, they previously would not be searchable in the user list. We’ve updated this process. If a user has no assigned roles but is added to Portfolio, they can now be found in their parent organization’s list of users.
Bugs
- Create PIP outside eval cycle: The “Add” button on the Performance Improvement Plan page now exists for supervisors throughout the entire year, not just during the evaluation period. These PIPs can be assigned through out the year and are not a result of an Overall evaluation rating of Needs Improvement or Unsatisfactory. Once created, a supervisor will be able to save and assign to faculty. This button is hidden during the evaluation process, since evaluation triggered PIPs will be created from the evaluation page.
- Updated text for Supervisor Review option: If a faculty disagrees with their evaluation, their supervisor has three response options. One of these allows them to reopen the evaluation for edits. When the evaluation is resubmitted back to the faculty, the Supervisor Review option selection will now read “
- Two headers in Publications Import tool: On the publication bulk-import tool, the word “Affiliation” was used in two different ways. We’ve updated these words to align with their data. On the bulk-import tool, you now have the Institution search field after the Name field. Once you search and see the pop-up list of all found publications, the column after the Title is now labeled Publication.