1. Electronic Annual Review Files A Guide for Faculty Members

2. Annual Review Console http://www.uscupstate.edu/annualreview

3. Annual Review Console

4. Reviewee Console

5. New Annual Review Click New Annual Review to begin. Name is automatically filled in.

6. Saving Progress The Save & Exit button at the bottom of each screen allows faculty members to pause for a break and return later, by clicking “My Saved Reviews.” Clicking Continue automatically saves and moves to the next screen.

7. Reviewee Department Select the Department from the pull-down menu, making sure to identify the correct sub-unit reviewer for the professional schools.

8. Review Criteria Selecting the Department, automatically loads the link to P&T Unit Criteria from the Faculty Governance Web site. Archives of older Unit Criteria will be posted online by Spring 2016.

9. Reviewee Rank Select Rank in order to connect the review file to the appropriate review form (instructor v. tenure- track faculty).

10. Type of Review Select Annual Review or Three-Year Post-Tenure Review

11. Years Covered by Review Select the year.

12. Importing Course Data Selecting a year allows you to import your course enrollments data from my.sc.edu, based on the enrollments immediately after the drop date (roughly the end of the first week of the semester).

13. Select a Second Year When the faculty member selects each year, the system asks whether or not to import course data. Faculty can select multiple years (one by one) in order to accommodate post-tenure reviews on a three-year cycle.

14. Editing Imported Course Data Once courses are imported, faculty members may click the initial number to edit enrollments or add up to 10 attachments related to the course.

15. Manually-Added Courses Click the “Add” button to enter additional lines related to courses taught or library instruction not recorded in my.sc.edu.

16. Manually-Added Courses Click the “Add” button to enter additional lines related to courses taught or library instruction not recorded in my.sc.edu.

17. More Teaching Categories Categories include Other Teaching/Librarian Responsibilities, Course/Curriculum Development Activities, Professional Development, and Advising

18. Teaching Pull- Down Menus Each category includes pull-down menus related to unit criteria for promotion and tenure. Multiple files can be added to document each item.

19. Course Development Pull-Down Menu Each category includes pull-down menus related to unit criteria for promotion and tenure. Multiple files can be added to document each item.

20. Professional Development Pull-Down Menu Each category includes pull-down menus related to unit criteria for promotion and tenure. Multiple files can be added to document each item.

21. Advising Menu Notes and Description fields allow for brief summaries of activities, and attachments allow for more expansive explanations and supporting documentation.

22. Teaching Summary Large text box at the bottom of each section allows for a narrative description of the faculty member’s achievements and goals. Click Continue to move on to Scholarship.

23. Scholarly Activities Enter each individual activity but clicking “Add.” The large text box at the bottom allows space for a narrative summarizing the faculty member’s achievements and goals.

24. Add Scholarly Activities Spaces for Descriptions, Attachments, and Citations (if relevant) help to organize information quickly and easily.

25. Scholarship Pull-Down Menus Items at the top of the list match categories in the Promotion and Tenure Summary Tables, with other common items listed below them, and an “Other” category at the bottom.

26. Scholarship Status Pull- Down Menu The status pull-down menu allows reviewers to quickly scan the entry for status of work.

27. Scholarly Activities After entering each item, the overview helps to organize work in an easy-to-read layout. Zoom the browser view to increase visibility of small fonts. The final form will print as a pdf in 12-point font.

28. Service Activities Like Scholarly Activities, Service Activities are added one-by-one, with an additional text box for a longer narrative summary of achievements and goals.

29. Add Service Activities Notes and Description fields allow for brief summaries of activities, and attachments allow for more expansive explanations and supporting documentation.

30. Service Pull- Down Menus Service categories in the pull-down menu match items in the promotion and tenure summary tables (listed first) as well as a general “Other” designation (listed next) and common service activities that fall under “Other” (listed at the bottom). Pull-down menus can be altered if p&t summary tables change in the future.

31. Service Pull- Down Menus A pull-down menu for “role” in service activity helps reviewers identify leadership roles quickly and easily.

32. Awards and Honors A large text box for awards and honors allows faculty members to outline achievements. Hard returns and spaces between paragraphs will be preserved in the final pdf of the file.

33. Supporting Materials Any additional supporting materials that do not fit any other category as well as the annual cv file can be uploaded in this section.

34. Supporting Materials Pull- Down Menu A pull-down menu for supporting materials reminds faculty members to include a cv.

35. Summary and Submission A final text box offers a place for faculty members to give an overview of accomplishments and statement of goals for next year. Click Submit to send to reviewing administrator who receives an email notification.

36. Reviewee Console Click My Saved Reviews to return to a review in progress.

37. My Saved Reviews Click the editing pencil on the right of the draft file to continue working on an annual review file.

38. Reviewee Console Once the reviewing administrator completes the review, an email notifies faculty members to sign the review (also available under “Reviews Waiting on Me”). Click the pencil icon (just like the last screen) to sign the form.

39. Reviewee Console: Completed Reviews Completed Reviews provide an archive of all past review files and administrative review forms. PDF-format files for viewing, downloading, and printing are available here.

40. Completed Reviews Click the eye icon to see the faculty member’s file of work for the year (or three years).

41. View/Download Annual Review File After clicking the eye icon, view a pdf of the annual review file. The pdf lists every item aligned to the left margin in order to make the view compatible with multiple platforms, including tablets and smartphones. Links are live in the pdf, and the pdf may be downloaded, saved, or printed.

42. View/Download a Copy of the File Each section of the review appears on a separate page to avoid overlaps or loss of text at the bottom of a page. Narrative text displays with appropriate word wrap. Attachment links are live, and each section may include multiple attachments. Summaries of each statement appear on their own page to avoid being cut off at the bottom margin of a page.

43. View/Download a Copy of the File Because each item may include multiple attachments, there will be less of a need for the separate supporting materials section, but those materials do appear at the end with live attachments.

44. Completed Reviews Click the printer icon to see the signed Annual Review from the reviewing administrator.

45. Completed Reviews Click the printer icon to see the signed Annual Review from the reviewing administrator. Summary statements for each section appear on separate pages of the pdf to avoid printing errors. Page Two-Four, where comments would appear. Page One, with numerical ratings.

46. Address Errors in Reviews In cases where faculty members discover errors in the review, faculty members may ask reviewers to adjust the review. In the reviewer console, reviewers may click the return arrow to make corrections and re-submit the review to the faculty member for signatures.