Faculty Success Base Templates Companion Course

Faculty Success Base Templates Companion Course

Review Process Management Templates

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About this course

This course is designed for new Faculty Success Base Tier system administrators to learn about templates in the Review Process Management module.

Curriculum31 min

  • Course Overview

    This course is designed for new Reviews, Promotion and Tenure system administrators. In order to use Reviews, Promotion and Tenure to the fullest, your system admins will need to know how to configure a template for a process and set form visibility for each step. This course will demonstrate how to configure a template, use branching options and apply proper form security for steps in a process.   

  • Learning Objectives 2 min
  • Modifying a Template
  • Creating a Template 2 min
  • Template Steps 4 min
  • Branching Options 4 min
  • Knowledge Check 2 min
  • Try It Now 3 min
  • Configuring Forms
  • Configure Form Overview 2 min
  • Knowledge Check 2 min
  • Try It Now 3 min
  • Applying Form Security
  • Applying Form Security 2 min
  • Knowledge Check 2 min
  • Try It Now 3 min
  • Course Feedback
  • Survey 2 min

About this course

This course is designed for new Faculty Success Base Tier system administrators to learn about templates in the Review Process Management module.

Curriculum31 min

  • Course Overview

    This course is designed for new Reviews, Promotion and Tenure system administrators. In order to use Reviews, Promotion and Tenure to the fullest, your system admins will need to know how to configure a template for a process and set form visibility for each step. This course will demonstrate how to configure a template, use branching options and apply proper form security for steps in a process.   

  • Learning Objectives 2 min
  • Modifying a Template
  • Creating a Template 2 min
  • Template Steps 4 min
  • Branching Options 4 min
  • Knowledge Check 2 min
  • Try It Now 3 min
  • Configuring Forms
  • Configure Form Overview 2 min
  • Knowledge Check 2 min
  • Try It Now 3 min
  • Applying Form Security
  • Applying Form Security 2 min
  • Knowledge Check 2 min
  • Try It Now 3 min
  • Course Feedback
  • Survey 2 min