Faculty Activity Reporting and Evaluations

• Manage Activities: Add or update information about the activities you accomplish.
• Rapid Reports: Provides a quick way to see how the data will be presented.
• Run Reports: Includes custom-built reports and allows you to create your own reports.
• Help: Allows you to submit suggestions on how to improve the system, questions about the use of the system or report system errors.
• Notifications: The bell icon shows you notifications and messages from Faculty Success, including real-time information on new features and capabilities and important system events like scheduled maintenance. You can find feature tips, ways to reduce data entry and quick takeaways.

The Manage Activities Menu is broken into several screens. To access a screen, click its name. The resulting screen displays records that are stored for that screen. There are six possible actions you can take from the resulting screen, although not all of these actions will always be available:

1. To add a new record, select the Add button. 
2. To import items in bulk, select the Import button (only for the Published Work screen).
3. To delete a record, select the appropriate check box and then select the Delete button. 
4. To View or Edit a record, click on the record.
5. To copy a record, select the Duplicate button.

Note: For records you can view but not edit or delete, these have been added to the system for you and have been set as uneditable. If such records need revision, contact the Faculty Success Administrator using the Help link.

PasteBoard is a tool that allows you to copy and paste data from other sources (i.e. MS Word, Excel, HTML or text files) into the Faculty Success data entry boxes. You can copy approximately 2,000 words at one time. To use the PasteBoard:

• Click on the PasteBoard tab on the toolbar in the bottom‐right corner of the Faculty Success screen.
• Copy and paste the content from your original document into the PasteBoard window.
• Once your data has been put in the PasteBoard window, you can cut and paste it into Faculty Success data boxes.

If you navigate to other screens (or hide the Pasteboard window) within Faculty Success, the content will stay in the PasteBoard. The PasteBoard window is resizable and can be moved to another position on the screen.

Screens/fields that are not pre-populated require you to manually enter the information or copy information from other sources and paste it into the appropriate fields. You may also import citations into Faculty Success.

• Copy and paste data from other sources: You can copy and paste data from other sources, such as your CV.  The best way to do this is to use PasteBoard. (See above for instructions on how to use PasteBoard.)
• Importing data from other sources: The Published Work screen allows you to import citations of your work stored in other places. Citation data must be first converted to a BibTex file. 

Scenario Example:

• Faculty member A creates a record and tags faculty member B, but faculty member B already created the record in their account, so now there is a duplicate.
• Faculty member B logs into their account and notices they have a duplicate. NOTE: You CAN change or delete records linked to your account, despite the lock icon. If there is an error with the data in the record, anyone linked to it can go in and make changes.

The reports rely on the dates entered for each activity record. Leaving dates blank for a record can result in that record being unexpectedly included or excluded on reports. Therefore, at least one significant date must be entered. 

1. One day activities should include an end date with no start date.
2. For activities that started but have not yet completed, specify the start date and leave the end date blank.  
3. For activities that have definite start and end dates, specify the start date and the end date.

To create a record that shows both start and end dates:

1. Enter the date the activity began in the “Start Date.”
2. Enter the date the activity ended in the “End Date.”

• Crossref
• PubMed
• Scopus
• Web of Science  

• Other reference managers or databases such as EndNote, Google Scholar, Mendeley, RefWorks, Scopus, Web of Science and Zotero enable you to select publications and export them into a BibTeX file. You can then upload your BibTeX file in DM Import Publications screen so you don’t have to rekey those citations. Below you will find details on how to export publication information from a few common software systems into a BibTeX file.

• Navigate to Google Scholar. Enter your Google credentials to sign in.
• Select “My Citations link at the top of the screen. If you are not yet logged in, enter your credentials to sign in. Upon signing in you should land on your profile page where you will see a list of your "articles."
• If you would like to export only select articles to your BibTex file, choose these from your profile. If you would like to export all of your articles, simply click on the checkbox labeled “Title” which will select all of your articles.
• Once you’ve made your selections select the Export option and choose BibTex as your file format. You will be redirected to a new page which will display the articles in simple text format. Right click anywhere on the page and select "Save Page As" from the drop down menu. This will convert your articles into BibTeX format.
• Next, you'll need to save it as a .bib file. 
• Once you have a BibTex file of your citations, go to “Published Work” screen and click on “Import Items.”

Export from EndNote, PubMed, Zotero, and More:

• EndNote X6 (for MAC) or X7 (for Windows)
• EndNote Web
• HeinOnline
• Mendeley Desktop for Windows
• PubMed
• RefWorks
• Scopus
• Web of Science
• Zotero Online
• Zotero Standalone 

For complete instructions to export BibTeX files from the above databases, please visit the Faculty Success Activity Insight page. 

For more information on importing publications into Clemson's Faculty Success, explore the Import Tool Guide and Resource Guide for Importing Publications developed by Clemson Libraries.

Follow these steps to Run Rapid Reports:

• Log into Faculty Success.
• On the top-right corner, select Rapid Reports.
• To run a report, select the Report template from the dropdown menu.
• Change the Start Date so that Faculty Success can assemble your data. This step is important. Select dates that apply to the report you are generating.
• Select the File Format (e.g., Word, PDF, or HTML).