The Advance CV Workgroup The Advance CV Workgroup March 16, 2015

2 Teaching/Mentoring –Current sections –Ideas discussed at 2/23/15 meeting –Mockups –Additional discussion: Mentoring Recap/Timeline Feedback from 2014 FAS Survey List of changes that will impact the user Other CV topics Agenda

3 Current sections – Teaching/Mentoring Current layout:

4 Current sections – Teaching/Mentoring Current layout:

5 Current sections – Teaching/Mentoring Current layout:

6 Current sections – Teaching/Mentoring Current layout:

7 Current sections – Teaching/Mentoring Current layout:

8 Header name changes –Formal Scheduled Classes for UCSF Students  Formal Teaching –Postdoctoral Fellows and Residents Directly Supervised or Mentored  Postdoctoral Fellows and Residents Mentored –Other Visiting Faculty Supervised  Visiting Faculty Mentored –Teaching and Mentoring Aids  Educational Materials Created Ideas discussed

9 Formal Teaching –Replace the Qtr column with a new field: header should display “Not UCSF” – user can check a box to indicate which teaching was not at UCSF –Replace the Units column with a new field: header to display “School” – user selects Dentistry, Medicine, Nursing, Pharmacy, Grad –Enable the user to link to the Evalue for this course Reviewer should be able to access the Evalue from the CV Ideas discussed

10 Remove the header Postgraduate and Other Courses and combine with Formal Teaching Teaching Summary –Make it appear before Formal Teaching –Enable the user to self-identify as Primary creative activity IS teaching: fills out defined section based on the Educator Portfolio’s Executive Summary Primary creative activity IS NOT teaching (i.e., Research or Clinical): fills out free text field to summarize teaching accomplishments Ideas discussed

11 All sections that list mentees –Clarifying text: include only those people who would say that you were their mentor Mentoring Summary –Make it appear before Predoctoral Students Supervised or Mentored –Enable the user to self-identify as A primary creative activity IS mentoring: fills out defined section based on the Educator Portfolio’s Exec Smry A primary creative activity IS NOT mentoring (i.e., Research or Clinical): fills out free text field to summarize mentoring accomplishments Ideas discussed

12 Remove the header Other and combine with Educational Materials Created –Roll-over and other help text needs to Describe what is expected Include an example: –Chapter from textbook has been translated into six languages –Candidate should be advised not to duplicate items already listed in the CV (e.g., publications, books and chapters, etc.) Ideas discussed

13 Remove the header Teaching and Mentoring Awards and combine with Honors and Awards –Use roll-over text to clarify this Summary of Teaching and Mentoring Hours – Delete this section Ideas discussed

14 Mock ups – Teaching/Mentoring Proposed layout:

15 Mock ups – Teaching/Mentoring Proposed layout Edit mode:

16 Mock ups – Teaching/Mentoring Proposed layout Edit mode:

17 Mock ups – Teaching/Mentoring Proposed layout:

18 Mock ups – Teaching/Mentoring Proposed layout:

19 Mock ups – Teaching/Mentoring Proposed layout Edit mode:

20 Mock ups – Teaching/Mentoring Proposed layout Edit mode:

21 Mock ups – Teaching/Mentoring Proposed layout:

22 Additional Discussion Mentoring

23 Recap – our mission Develop an updated CV format that allows faculty greater flexibility to represent the full range of their academic accomplishments Provide feedback and guidance on functionality for uploading/editing the CV Determine and maintain a standard CV format to provide efficiency for faculty reviewers Represent your constituencies during the revision process Advocate for the CV Module we develop

24 Recap – our accomplishments Reviewed all sections of the CV Voiced comments and agreed to changes: –Header text –New sections –Hide/consolidate some sections on the review CV –Improve functionality

25 Recap – still to do Review list of changes Discuss additional CV functionality ideas Decide on a best approach to soliciting faculty input Review faculty input Finalize design

26 Recap – where we are

27 Changes directly related to comments: Reduce the number of clicks to edit a line Embedded instructions and examples, also visible from Edit mode Include an example CV Ability to add sections Ability to sort and re-order within a section We will make moving grants simpler We will add a field for poster title, but not include it in the Review CV 2014 FAS Survey

28 Comments without easy answers I'd appreciate it if, when something was changed by an administrator in my Advance information such as funding percent and source, that I would receive an notification to go look at it. Times out. Doesn't have an automatic save /recovery system which Is problematic. Not easy to get standard fonts and text size. No place to click ""finished"" or ""done"" for example, so you are never 100% sure the changes/updates have been saved FAS Survey

29 Comments without easy answers Make it possible to print a decent looking CV from the ADVANCE system. It should be possible to export the CV to Word and reformat and edit it in Word. The online CV tool is pretty good, although could do a little better about allowing us to insert links into our CV. That is very important moving forward. CV does not allow much/any flexibility in including the multi-faceted work of faculty and too many important pieces of historical information must be included as ""other."" 2014 FAS Survey

30 List of changes that will impact the user –Grants Make the Description field part of the CV Display a warning when a field is blank Include a Percent Effort field Add a field to describe the role (1-2 lines) –Honors and Awards Optional field to indicate importance (2-3 lines) –Service to Professional Publications Add a Role (select ad hoc reviewer or editorial board) “Services Rendered” indicate the number of papers reviewed in the past year and in the past five years List of changes

31 List of changes that will impact the user –“Effort allocation” section: candidate indicates % time for each applicable area (Clinical, Research, etc.) –Clinical Activities section Indicate activities and years –Hospital Service sub-section (include Quality Improvement information) –Contributions to Diversity (A summary field) List of changes

32 Other Topics Other topics that need to be discussed: –How do we transition? –List of Accomplishments –Rich Text fields –Sharing your data –“Granularity” of fields

33 What will the new world look like in relation to the old world? How will the 15/16 packets appear AFTER January 1? Will there be TWO options for users (old My CV, new My CV)? How do we transition?

34 Add the Annual List of Accomplishments to the CV Roll Out –Selling point for the new CV –This kind of report could be useful for all faculty for their annual meeting with their chair List of Accomplishments

35 Rich Text Fields Rich Text fields –BENEFIT - Rich Text enables bold, underline, italics, formatting tricks like bullets, indents, hanging indents, etc. –ISSUE - “Pasting” into a Rich Text field can introduce unwanted code –OPTIONS Leave as is “Strip” rich text when pasting, forcing the user to add formatting using the rich text tools

36 Sharing CV Data Sharing CV data –Default is NOT to share data –User can enable sharing –Do we want system-defined access to some data?

37 Granularity “Granularity” of fields –Original design considered sorting and reporting –Do we need more granularity?

38 Appearance – the UI

39 Appearance – the UI

40 Appearance – the UI

41 Appearance – the UI