Logging in (Admin and Students only)

  1. Login to Faculty Success.
  2. Click the Profile Icon in the top right corner.
  3. Select Switch to Admin View.
  4. Click Manage Data and choose the faculty member's name.
  5. Click Continue.

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Enter an Activity 

There are a few different ways to add activities in the Faculty Success System. 

Adding Activities from Home or My Profile: 

  1. From the Home or My Profile tab, click on the Add Activity button. 
  2. Select your Activity type.
  3. Complete the Activity form.

    NOTE: You may copy and paste from another document if you wish.
     
  4. If applicable, click Add in the Author/Editor or Student area to add multiple authors or participants.
  5. Click Save to save your activity citation.

Adding Activities from Categories

  1. From the My Profile tab, find your desired category from the list and click its name
  2. In the activity window that opens, select the Add New button.
  3. Complete the Activity form. 

NOTE: You may copy and paste from another document if you wish.

  1. If applicable, click Add in the Author/Editor or Student area to add multiple authors or participants.
  2. Click Save to save your activity citation.

Adding Activities from CV Import

  1. From the My Profile tab, click on the Add Activity button and select the Import From CV option. 
  2. Upload your CV and then click Begin.
  3. Click Select Activity Types and choose which type you want to add records for. 
  4. Highlight any activities on your CV that match the selected Activity Type, then click Next. 
  5. Confirm that all of the entries selected look correct, then click Next.

NOTE: You can Merge or Split entries that may have been input incorrectly by the system.

  1. Review the highlighted fields page to see what information is currently missing from your entries. Click Next once done.
  2. On the next few pages you will be able to review your entries and the information that is missing from them. Either go back to your CV and highlight the missing information if possible, or manually enter the missing information by clicking on the Manual Entry button. Once you are done entering information for a field, click the Next button to move to the next page.
  3. Once you have finished entering all of your information, you will be able to review your entries. Make sure everything is correct, then click Next. 
  4. Once you are done, you can choose a different activity type to upload additional records for or you can finish by clicking the Review and Import Records button. 
  5. Review all of your entered records and make sure they are correct, then click Import. 

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Edit an Activity

  1. Navigate to the My Profile Tab. 
  2. Find and click on the Activity Category where the activity you wish to edit can be found.

NOTE: You can also search for the desired activity with the search bar. 

  1. Click the name of the activity you wish to edit.
  2. Enter your edits in the edit activity window. 
  3. Click Save to save your activity citation.

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Delete an Activity

  1. Navigate to the My Profile tab. 
  2. Click on the Activity Category where the activity you wish to delete can be found.

NOTE: You can also search for the desired activity with the search bar. 

  1. Check the box next to the name of the activity you wish to delete.

NOTE: You can delete multiple activities by checking multiple boxes next to the activities you wish to remove.

  1. Click the delete button.
  2. Click Delete on the confirmation screen to delete the activity, or click Cancel if you do not wish to delete.

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Linked Activities

  1. Some Activity types have the option to link entries made to other users at Texas State University.  

NOTE: These types include; “Publications,” “Notable Citations of Your Work,” “Presentations, Readings, and Other Works Not in Print,” “Intellectual Property,” “Grants, Contracts, and Sponsored Research,” and “Funded Research Currently in Progress.” 

  1. On these screens where you enter the names of contributors to the entry, you will see a field labelled People at Texas State University. This field contains all users at Texas State, and selecting a name in this field will automatically link the entry to their account. 

NOTE: If you do not want to link the other Texas State user(s) to the entry, enter their information in the manual data entry fields and do not select them in the “People at Texas State University” field. 

  1. Once linked, all users will have the ability to collaborate on and edit the Activity entry. 

NOTE: Since all linked users will have the ability to edit the entry, it is very important that co-contributors communicate with each other as far as who will be making the entry, and alerting other co-contributors to edits made to the entry. 

  1. While linking co-contributors at Texas State University is the preferred practice, we understand that due to any number of reasons, this may not be ideal for users. If needed, to un-link a user from an entry you have made, simply click in the People at Texas State University field and click delete. Their name information should still remain in the manual entry fields, but once saved, the entry will no longer appear on their account. 

NOTE: If you have been linked on an entry and would like it removed from your account, email txstwatermark@txstate.edu with the request. Be sure to include the type of Activity, its title, and the name of the record owner that linked you.

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Import Activities

You will be able to import citations from a variety of sources including EndNote, RefWorks, Zotero, Web of Science, Google Scholar, Mendeley, Scopus, and PubMed.

NOTE: This function is only available in the Publications Activity Screen.

  1. Navigate to the My Profile Section of Faculty Success. 
  2. Navigate to the Publications section to access the Publications Activity Screen.
  3. Click Import Items. 
  4. Browse your computer for the file you downloaded from your reference manager by clicking Choose File.
  5. The Faculty Success System will automatically search for duplicate activities already in the system. 

    NOTE: For each of the potential duplicate records, you must choose to either skip the record or choose to import.
     
  6. Click Continue.
  7. Once you’ve verified that the activities are correct that you’d like to import, click Import Records.

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Search Activities

Faculty Success allows you to search for an item throughout the entire system or on an individual page. Use the Search All Activities feature when you're not sure where the activity is.  Use the search feature for an individual page if you are sure what category the activity belongs to.

Search All Activities

  1. Navigate to the My Profile section and enter your search criteria in the search box.
  2. Click the Search Button to begin your search.

Search Individual Pages

  1. From the My Profile section, click the Activity Type in which the activity you're looking for belongs to.
  2. Enter your search criteria in the search box at the top of the screen.
  3. Click the Search Button to begin your search.

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