1. Navigating Advance Linda Nix

2. What is Advance? The campus system used to record academic appointment and advancement actions (aka “packets”) Standardizes the packet process Central repository for academic actions Campus source for metrics related to appointment and advancement actions

3. What is Advance? Advance is used for “all” Faculty and Non- Faculty Academic actions: Appointment Appraisal Career Review Change in Series Five Year Review Merit

4. What is Advance? A convenient home for your up-to-date CV, including a new way to create and manage your NIH Biographical Sketch, or Biosketch

5. Accessing Advance Through UCSF VPN MyAccess --> To Welcome Page Your contact person for questions

6. Special Notes Different browsers may work better or worse for certain functions in Advance. Try to stick to one browser when using Advance to learn its quirks Often links will open up in new windows, then one of those links may open a new tab in the initial window --> go with the flow There is lots of support for Advance; if you start to get frustrated, use the site resources (? buttons, FAQs and contact person

7. Faculty Record View

10. Editing your CV in Advance Warning: Importing a CV will erase all CV data you have on file in Advance If you want to start your Advance CV over, try uploading your FULL CV from Word if you wrote it with the UCSF chosen headers. It may look like a mess, but then you can know which sections to individually import afterwards

11. Importing your CV Information not from CV import, but Campus Locator System. You can [Edit] this section, but this will not change how it appears in the CLS

12. Importing Errors Not one of the UCSF CV Header topics

13. Importing CV - Template One of the more helpful resources is a CV Template with the Headers that Advance will recognize

14. Let’s check out those resources New Window!

15. CV Help Topics Helpful to read over once or so **Here is the Word Template you can download New Tab in First Window Nice introductory videos

16. Importing Tips Before importing, change all the font to Ariel size 11 If only certain sections imported incorrectly, you can choose which edited sections to import, like below:

17. Editing your uploaded CV `

18. Peer Reviewed Articles Special section with help from Pubmed and CTSI

19. Peer Reviewed Articles Imported citations will have “View in Pubmed” listed, and will appear as close to the correct order as the system will allow You may need to choose the [Edit] option and manually move citations up or down to achieve the desired order

20. CV Export Creates a Word document, which you can make slight edits to in Word

21. NIH Biosketch Starting this past Spring, there is an option within Advance to export Biosketches for NIH funding Certain categories in your Advance CV can be transferred to a Biosketch. To check which ones these are, press “shortcut on the right hand side of the CV page Green check marks denote categories that will transfer over

22. NIH Biosketch Checking these boxes will transfer these entries into your Biosketch

23. NIH Biosketch Note: Some sections require additional information for Biosketches, such as a Description and PI Last Name

24. NIH Biosketch Once all the sections have been selected, select NIH Biosketch at the top and you will be able to add a Personal Statement Your RSC may want one without Header and Footer

25. Last Notes You can create multiple Biosketches with different titles/nicknames Don’t forget all the resources available!