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Description
Description
The Open Education Data Dashboard uses the term "Faculty" to describe any instructor engaged in your open education programming. You can group faculty in ways that are meaningful for you to help track their progress . For example, if you run an Open Education program that provides grants to faculty for adopting OER in a class, you might want to track the grant applicants and recipients in a Faculty Group called "Grant Program" where you can track their participation and progress in subsequent years.
If there are instances in which you work with faculty on an individual basis, you can add them to the Dashboard without adding them to a specific Faculty Group. You can always add faculty to a faculty group later on.
Faculty and Faculty Groups can be managed under the Faculty shortcut of the Dashboard. Please remember to only add instructors - not students, staff, or librarians.
Add a New Faculty Member
Add a New Faculty Member
Click on the + New Faculty button, and begin entering their Details.
The Details include the person's basic information, including name, email, institution, and department. There is also a space to keep your notes about this instructor or add their address if needed.
By clicking on the Muted checkbox, you can "mute" someone, which ensures that the Dashboard will never send them an email.
By clicking on the Active checkbox, you can "deactivate" someone which ensures that the Dashboard will never include them in selection screens for adding to new Faculty Groups, Reviews, or Adoption/Enrollment updates. All faculty are automatically listed as Active. This is helpful if you have someone who leaves the institution but has data associated with their profile that is significant for your open education initiatives.
You can also add a new faculty member directly to an already existing Faculty Group(s) by clicking on the + Add Group Membership button and selecting the Faculty Group(s) from the list.
You can also create tags to categorize this person in your data (e.g., "Potential Faculty Champion").
Then click on Save.
Faculty Profiles
Faculty Profiles
To look at an individual faculty member, click on their name where you see it appear anywhere in the Dashboard, search by their name in the Search bar on the Faculty tab, or use the Filter options (by Institution, Group, and/or Tag) on the Faculty tab. Then click on their name.
Each person's information is contained on four tabs:
Details
Events
Reviews
Adoptions
Details
The Details tab includes the person's basic information, including name, email, institution, and department. There is also a space to keep your notes about this instructor or add their address if needed. You can also see any Faculty Group(s) they may be a part of.
For more information on the Details tab see the section: "Add a New Faculty Member" above.
Events
The Events tab shows all Events that person has registered for or is listed as a participant of.
Reviews
The Reviews tab shows all Review Requests this person has been a part of, as well as any Completed Reviews.
This is another area in which you can locate a person's custom URL for Review Request(s) and the URL to their Completed Review(s).
Adoptions
The Adoptions tab shows all Adoption Requests this person has been a part of, as well as any Adoptions associated with their profile.
This is another area in which you can locate a person's custom URL for Adoption Request(s).
You can also manually view, add, edit, or delete OER adoptions to a faculty member's profile from this tab.
See "Adding a New Adoption" for instructions.
Add a New Faculty Group
Add a New Faculty Group
Navigate to the Faculty Groups Tab.
Click on the + New Group button, and begin entering their Details.
In the dialog box, add the following information (several fields have gray circles with an "i" in them to view additional context defining the field):
Group Name
Default Cost/Person
Group Description
Additional Table Columns
Tags
If you manage a system or consortium, you will also be asked to indicate which institution(s) the faculty in this group are from.
Then click on Save.
Add Faculty Group Participants
Add Faculty Group Participants
To add participants to a Faculty Group, navigate to the Faculty Group by clicking on the Name of the Group. This will take you to the Participants page. Click on the + Add Participants button.
Next, you'll be give three options for adding participants.
Add Existing Faculty
Add New Faculty
Add Multiple Faculty
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From the Add Existing Faculty tab, use the drop down menu to search the person's name from your list of users already in the Dashboard
Click the + Add to Group button to add them to the Group.
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From the Add New Faculty tab, fill in the First Name, Last Name, and Email of the new user.
Note for System/Consortial members you'll also need to select the new user's Institution.
Click the + Add to Group button to add them to the Group.
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From the Add Multiple Faculty tab, add participants as either comma-delimited rows (Email column, First Name column, Last Name column) or by copying and pasting from a spreadsheet whose columns reflect that same structure and order (Email column, First Name column, Last Name column).
Note for System/Consortial members only: In order to batch add participants, you will need to add them in subgroups by individual institution. Add names of those from a particular institution, and then check the, "Designate Institution for All" box. Select the institution that should be designated to all listed faculty members. Repeat to add any faculty members from your other member institutions.
Click the + Add to Group button to add them to the Group.
Deactivate Faculty Group Participants
Deactivate Faculty Group Participants
To deactivate participants in a Faculty Group, navigate to the Faculty Group by clicking on the Name of the Group. Click on the check box next to the participant(s) name and then select Deactivate from the With Selected: dropdown menu.
Deactivating participants will remove those users from selection screens for Textbook Review Invites and Adoption/Enrollment Updates, but they will remain Active in your Dashboard.
Remove Faculty Group Participants
Remove Faculty Group Participants
To remove participants in a Faculty Group, navigate to the Faculty Group by clicking on the Name of the Group. Click on the check box next to the participant(s) name and then select Remove from Group from the With Selected: dropdown menu.
Removing participants will remove those users from this specific Faculty Group but they will remain Active in your Dashboard.
Working with Faculty Groups
Working with Faculty Groups
The Dashboard will help you track information about your various faculty groups.
Update Student Enrollments
Update Student Enrollments
To update student enrollments for participants in a specific Faculty Group, navigate to the Faculty Group by clicking on the Name of the Group. Click on the check box next to the participant(s) name and then select Update Student Enrollments from the With Selected: dropdown menu.
This will take you to the Enrollments tab in the Adoptions Shortcut.
Enter enrollments into the appropriate academic terms and years.
Click the Done button to submit.
Email
Email
To email participants in a Faculty Group, navigate to the Faculty Group by clicking on the Name of the Group. Click on the check box next to the participant(s) name and then select Email from the With Selected: dropdown menu.
Add Groups' Tags to Faculty
Add Groups' Tags to Faculty
When creating a Faculty Group you have the option to add Tags to further identify and track this specific group of Faculty. Those Tags are added at the Group level.
To add group tags to the individual participants in a Faculty Group, navigate to the Faculty Group by clicking on the Name of the Group. Click on the check box next to the participant(s) name and then select Add Groups' Tags to Faculty from the With Selected: dropdown menu.
This will add any tags you added at the Group level to the Faculty Profiles.
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