My CV for Questrom Faculty Annual Report and Questrom...

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User Guide

My CV for Questrom

Faculty Annual Report and

Questrom Multiyear Report

Version 0.2 Last Updated December 2019

Prepared by: The Office of the Provost, BU Libraries, and Information Services & Technology

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Table of Contents 1. My CV Introduction ......................................................................................................................................................... 3

2. Accessing My CV .............................................................................................................................................................. 3

3. Review Your Profile ......................................................................................................................................................... 4

4. Accessing the FAR Exercise ............................................................................................................................................. 5

4.1 Navigation ............................................................................................................................................................... 5

4.2 Start Page ................................................................................................................................................................ 6

4.3 FAR Exercise Structure ........................................................................................................................................... 6

4.3.1 Exercise ............................................................................................................................................................ 7

4.3.2 Lists/sections ................................................................................................................................................... 8

4.3.3 Items ................................................................................................................................................................ 8

4.4 Summary Panel ....................................................................................................................................................... 9

5. Complete your FAR ....................................................................................................................................................... 10

5.1 Tenure Information ............................................................................................................................................... 10

5.2 Leave(s) .................................................................................................................................................................. 11

5.3 Teaching Activities ................................................................................................................................................ 13

5.4 Advising ................................................................................................................................................................. 17

5.5 Publications ........................................................................................................................................................... 18

5.6 Works in Progress – Publication Pipeline ............................................................................................................. 20

5.7 Distinctions and Awards ....................................................................................................................................... 22

5.8 Internal Service (BU) ............................................................................................................................................. 25

5.9 External Service (non-BU) ..................................................................................................................................... 28

5.10 Continuing Grants ................................................................................................................................................. 31

5.11 New Grant Funding ............................................................................................................................................... 34

5.12 New Grant Proposals ............................................................................................................................................ 37

5.13 Attendance at Questrom and BU Events ............................................................................................................. 40

6. Review your FAR ........................................................................................................................................................... 41

7. Complete your QMR ..................................................................................................................................................... 42

8. Review your QMR ..................................................................................................................................................... 42

9. Submit your reports ...................................................................................................................................................... 43

10. Additional Resources ................................................................................................................................................ 43

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1. My CV Introduction Important note: This User Guide provides details for navigating, completing and submitting your Faculty Annual

Report (FAR) and generating the Questrom Multiyear Report (QMR) in My CV. There are additional User Guides for

other functionality, such as navigating and modifying your profile, publications, teaching activities and professional

activities (service). These can be found on the Training and Support page of the My CV Project Website.

Overview

My CV is a software system that is used to help Boston University collect, analyze and showcase the scholarly output and

professional activities of the University's academic community. The information collected in My CV includes

appointments, education and degrees, publications, teaching activities, grants, and professional activities.

Wherever possible data is prepopulated from both internal source systems, like SAP, and external source systems to

save time and reduce data entry.

Beginning in calendar year 2020, My CV will be used to complete the Faculty Annual Report and to generate the

Questrom Multiyear Report (QMR) - previously called the Supplemental Annual Report.

2. Accessing My CV You can access My CV at mycv.bu.edu where you will login with your BU login name and Kerberos password.

http://www.bu.edu/mycv

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3. Review Your Profile Before beginning your FAR exercise in My CV, review your profile and update or add any missing data. The FAR is

generated using data collected during the review exercise as you add items from your publications, grants, teaching

activities, and professional activities modules or complete fields within the exercise. The QMR is generated using data

aggregated in the exercise as well as from data pulled directly from your My CV profile and modules. The first step for

completing both is to evaluate your profile and update existing records or add missing ones.

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4. Accessing the FAR Exercise All of the data used to generate the Faculty Annual Report used by the Office of the Provost is collected in the FAR

exercise. The QMR will be generated from parts of the FAR exercise and additional data from the user profile and

modules. This guide will go over completing the exercise and illustrate the differences in the two reports.

4.1 Navigation You can access the FAR exercise in My CV in two ways:

(1) Menu Tab: Navigate to Menu > Build > Review Processes and select the exercise.

(2) My Actions: Navigate to Home and select Start from the My Actions carousel.

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4.2 Start Page You will be brought to the FAR Start Page that contains basic instruction. To begin your FAR, click Start.

4.3 FAR Exercise Structure The FAR is organized in a hierarchy. The exercise as a whole is broken into different lists/sections. Information is collected for each list/section by selecting items from your profile or completing fields in the exercise. Supporting information is also collected and can pertain to individual items, lists/sections as a whole, or at the exercise level.

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4.3.1 Exercise

You will be asked to add Supporting Information at the exercise level for your tenure status.

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4.3.2 Lists/sections

You will be asked to complete the following

lists/sections:

1. Leave

2. Teaching Activities

3. Advising

4. Publications

5. Works in Progress – Publication Pipeline

6. Distinctions and Awards

7. Internal Service (BU)

8. External Service (Non-BU)

9. Continuing Grants

10. New Grant Funding

11. New Grant Proposals

12. Attendance at Questrom and BU Events

Some sections require supporting information at

the list and/or item level. Please refer to the

instructions provided in the exercise for additional

guidance.

4.3.3 Items

Within a list/section, you may need to select items

from your profile, such as a publication or a course

taught. In order to associate an item to the list, it

must first be added to your profile.

In some lists/sections, such as Teaching Activities

and Works in Progress – Publication Pipeline, you

will be asked to provide item-level supporting

information.

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4.4 Summary Panel The Summary Panel on the right of the exercise will provide status information

about each list.

A hard warning indicates key information is missing and must be provided.

A soft warning, represented by the symbol indicates that either supporting

information for the list or items associated with that list have not been

added or that fields have not been completed. The system will allow you to

proceed with this soft warning. It is only meant to provide a reminder that more

information can be added.

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5. Complete your FAR

5.1 Tenure Information You’ll begin your FAR by indicating your tenure status.

You will indicate your tenure status, if tenured, provide your tenure year, and if tenure track, provide your tenure review

year.

If you cannot recall your exact Tenure date, you can simply provide the year.

After you have completed these field, you have three options to continue:

1. Cancel will erase any changes you have made to the page

2. Save and continue will save your changes and keep you on the current page

3. Save and exit will save your changes and bring you back to the FAR Welcome page

After you are satisfied with the information you have provided, you can continue the FAR by clicking Save and exit.

This action brings you back to the Welcome page.

After the FAR level Supporting Information has been added, you can move onto the next list, Leave. You can access any

list by clicking on the list’s name.

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5.2 Leave(s) In the Leave list you will either be indicating that you did not take a leave or providing information about your leave(s)

over the past year.

If you were not on leave over the past calendar year, click (1) Add supporting information and check (2) Not Applicable.

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If you were on leave at any point during the past calendar year, please add an item for each leave by clicking (1) Add

item, then (2) indicate the type of leave, (3) the semester(s), and (4) dates, then clicking (5) Save and exit.

To continue to the next section, navigate to the List Summary > Where

Next? and click (1) Back up to FAR - Questrom School of Business to return

to the Welcome page or (2) Go to Teaching Activities to go directly to the

next list.

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5.3 Teaching Activities In this section, you will select teaching activities (courses taught, courses developed, and additional teaching activities)

from the past calendar year to associate with your FAR. Courses taught over the past three years where you are listed as

the lead instructor have already been prepopulated to your profile. All other teaching activities, including courses

developed, must first be added to your profile before you can select them on your FAR.

To begin, click Select items.

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All of your eligible teaching activities will display. You can either select individual teaching activities to associate with

your FAR by clicking (1) Select for Teaching or you can associate all of your eligible teaching activities by clicking (2)

Select All on the results page.

If you cannot find a particular teaching activity within your list of eligible items, it either doesn't have a reporting

date within the past calendar year or is not currently in your My CV profile. You will need to add teaching activities

to your profile before they will be available to add to your Faculty Annual Report.

If you wish to associate all of your teaching activities by clicking Select All, be sure that all items are displayed in

the results. To help ensure all items are displayed, increase the number of results per page.

After you have selected all of the items you wish to associate with your FAR, click Done in the Select Items ribbon.

These items are now associated with you FAR.

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For each course taught, you will need to add item-level supporting information regarding (1) percent responsibility, (2)

the number of TFs, (3) TAs, and (4) graders. To provide this information, you can click the soft warning symbol at the

bottom of each course taught. Once you have completed these fields, click (5) Save and exit.

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If you do not have any teaching activities to report for the past calendar year, select (1) Add supporting information, (2)

check Not Applicable, and click (3) Save and Exit to continue.



to the Welcome page or (2) Go to Advising to navigate to the next list.

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5.4 Advising In this section, you will record your advising activity from the past calendar year. To begin, click Add item.

Complete the fields that are applicable to your advising activity from the past calendar year.

The text you provide in Summarize your special contributions to student advising will appear in the one page

summary report reviewed by the Provost.

Once you have completed all applicable fields, click Save and exit.

If you do not have any advising activities to report for the past calendar year, select (1) Add supporting information,

check (2) Not Applicable, and (3) Save and Exit to continue.

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to the Welcome page or (2) Go to Publications to go directly to the next list.

5.5 Publications In this section, you will select publications from the past calendar year to associate with your report. To begin, click

Select items.

You can either select individual publications to associate with your FAR by clicking (1) Select for Publications or you can

associate all of your eligible publications by clicking (2) Select All on the results page.

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If you cannot find a particular publication within your list of eligible items, it either doesn't have a reporting date

within the past calendar year or is not currently in your My CV profile. You will need to add publications to your

profile before they will be available to add to your Faculty Annual Report.

Items that display with the data <No eligibility date> will also appear in the list of eligible items. This is mean to

prompt you to add dates to items where applicable. If these items are works in progress, they may be included in

your Works in Progress – Publication Pipeline section. If you have items displaying with <No eligibility date> you

should not use the Select All function.



Scholarly articles authored by BU faculty after February 11, 2015 are subject to the University's Open Access

Policy. To help you comply with the policy, My CV flags publications within your profile that fall under the policy

and faciliates the required deposit/waiver processes. You may contact the BU Library with any questions about

the policy and compliance.

If you do not have any publications to report for the past calendar year, select (1) Add supporting information, (2) check

Not Applicable, and (3) Save and Exit to continue.

http://www.bu.edu/library/help/openbu/faq-open-access-policy/

http://www.bu.edu/library/help/openbu/faq-open-access-policy/

mailto:[email protected]

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To continue to the next section, you can navigate to the List Summary >

Where Next? and click (1) Back up to FAR - Questrom School of Business to

return to the Welcome page or (2) Works in Progress – Publication Pipeline

to go directly to the next list.

5.6 Works in Progress – Publication Pipeline

In this section, you will add works in progress to be included in your FAR. Items will come from your publications

module. To begin, click Select items.

For each work in progress you may (1) add supporting information at the item level. For scholarly articles, the (2) round

of review must be added. For any type of work in progress, (3) you may include a description. Once you have completed

entering this information, (4) click Save and exit.

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After you have selected all of the items you wish to associate with your FAR, click “Done” in the Select Items ribbon

above.

If you do not have any works in progress to report for the past calendar year, select (1) Add supporting information,




to the Welcome page or (2) Go to Distinctions and Awards to go directly to

the next list.

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5.7 Distinctions and Awards In this section, you will select distinctions and awards from the past calendar year to associate with your report. To

begin, click Select items.

You can either select individual distinctions and awards to associate with your FAR by clicking (1) Select for Awards you

can associate all of your eligible distinctions and awards by clicking (2) Select All on the results page.

If you cannot find a particular distinction or award within your list of eligible items, it either doesn't have a

reporting date within the past calendar year or is not currently in your My CV profile. You will need to add

distinctions and awards to your profile (as distinctions/awards under professional activities) before they will be

available to add to your Faculty Annual Report.

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If you wish to associate all of your awards by clicking “Select All”, be sure that all items are displayed in the results.

To help ensure all items are displayed, increase the number of results per page.



Only the top six distinctions and awards will appear on the one page report reviewed by the Provost. To rank your

distinctions and awards, navigate to the List Summary > What Next? and click (1) Order Items. Use the (2)

controls at the bottom right hand corner of each item to adjust the ranking. Once you are satisfied with the

rankings, click (3) Done in the Order Items ribbon.

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If you do not have any distinctions or awards to report for the past calendar year, select (1) Add supporting information,



Next? and click (1) Back up to FAR - Questrom School of Business to

return you to the Welcome page or (2) Go to Internal Service (BU) to go

directly to the next list.

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5.8 Internal Service (BU) In this section, you will select internal service activities from the past calendar year to associate with your report. To


You can either select individual internal service activities to associate with your FAR by clicking (1) Select for BU Service,

or you can associate all of your internal service activities by clicking (2) Select All on the results page.

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If you cannot find a particular service activity within your list of eligible items, that is because it doesn’t have a

reporting date within the past calendar year, it is not currently in your My CV profile, or it is already included in

your list of external service activities. Activities may not be listed on both internal and external service lists.

If you wish to associate all of your internal service activities by clicking Select All, be sure that all items are

displayed in the results. To help ensure all items are displayed, increase the number of results per page.



Only the top five internal service activities will appear on the one page report reviewed by the Provost. To rank

your internal service activities, navigate to the List Summary > What Next? and click (1) Order Items. Use the (2)


rankings, click (3) Done in the Order Items ribbon.

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If you do not have any internal service activities to report for the past calendar year, select (1) Add supporting

information, check (2) Not Applicable, and (3) Save and exit to continue.

To continue to the next section, navigate to the List Summary > Where Next?

and click (1) Back up to FAR - Questrom School of Business to return to the

Welcome page or (2) Go to External Service (non-BU) to go directly to the

next list.

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5.9 External Service (non-BU) In this section, you will select external service activities from the past calendar year to associate with your report. To


You can either select individual external service activities to associate with your FAR by clicking (1) Select for External

Servic or you can associate all of your eligible external service activities by clicking (2) Select All on the results page.

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If you cannot find a particular service activity within your list of eligible items, that is because it doesn’t have a

reporting date within the past calendar year, it is not currently in your My CV profile, or it is already included in

your list of internal service activities. Activities may not be listed on both internal and external service lists.

If you wish to associate all of your awards by clicking Select All, be sure that all items are displayed in the results.




Only the top five external service activities will appear on the one page report reviewed by the Provost. To rank

your external service activities, navigate to the List Summary > What Next? and click (1) Order Items. Use the (2)


rankings, (3) click Done in the Order Items ribbon.

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If you do not have any external service activities to report for the past calendar year, select (1) Add supporting

information, check (2) Not Applicable, and (3) Save and exit to continue.



to the Welcome page or (2) Go to Continuing Grants to go directly to the

next list.

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5.10 Continuing Grants In this section, you will list existing grant funding that continued into or through the past calendar year. To begin, click

Select items.

You can either select individual grants to associate with your FAR by clicking (1) Select for Cont’ing Grants or you can

associate all of your eligible grants by clicking (2) Select All on the results page.

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If you cannot find a particular grant within your list of eligible items, that is because it doesn’t have an eligible

reporting date range, it is not currently in your My CV profile, or it is already associated with one of the other

grants lists in your annual report. Each grant may only be associated with on grant section (new, continuing, or

proposal) of your report.

Sort by date (oldest to newest) to more easily locate and

select existing grant funding that continued into or through

the past calendar year.

If you wish to associate all of your grants by clicking Select All, be sure that all items are displayed in the results.




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If you do not have any continuing grants to report for the past calendar year, select (1) Add supporting information,




to the Welcome page or (2) Go to New Grant Funding to go directly to the

next list.

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5.11 New Grant Funding In this section, you will select new grant funding from the past calendar year to associate with your report. To begin,

click Select items.

You can either select individual grants to associate with your FAR by clicking (1) Select for New Grants or you can

associate all of your eligible grants by clicking (2) Select All on the results page.

If you cannot find a particular grant within your list of eligible items, that is because it doesn’t have an eligible

reporting date range, it is not currently in your My CV profile, or it is already associated with one of the other

grants lists in your annual report. Each grant may only be associated with on grant section (new, continuing, or

proposal) of your report.

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Sort by date (newest to oldest) to more easily locate and select

new grant funding from the past calendar year.



After you have selected all of the items you wish to associate with your FAR, click “Done” in the Select Items ribbon.


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If you do not have any new grant funding to report for the past calendar year, select (1) Add supporting information,


To continue to the next section, you can navigate to the List Summary >

Where Next? and click (1) Back up to FAR - Questrom School of Business to

return to the Welcome page or (2) Go to New Grant Proposals to go directly

to the next list.

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5.12 New Grant Proposals In this section, you will select new grant proposals from the past calendar year to associate with your report. To begin,

click Select items.

You can either select individual proposals to associate with your FAR by (1) clicking “Select for New Proposals”, or

choose to associate all of your eligible proposals by clicking (2) Select All on the results page.

If you cannot find a particular proposal within your list of eligible items, that is because it doesn’t have an eligible

reporting date range or it is not currently in your My CV profile. You will need to add proposals to your profile

before they will be available to add to your Faculty Annual Report.

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If you do not have any new grant funding to report for the past calendar year, select (1) Add supporting information,




to the Welcome page or (2) Go to Attendance at Questrom and BU Events

to go directly to the next list.

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5.13 Attendance at Questrom and BU Events In this section, you will add information about Questrom and BU Events you attended in the past calendar year. These

items will not come from your profile and must be created in the exercise. To begin click “Add item”.

For each item select (1) the event type and add (2) a description if necessary. Select (3) Save and exit to continue.

You can then click (1) Add item or (2) Back up to FAR - Questrom School of

Business to return you to the Welcome page.

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6. Review your FAR To review your FAR, navigate to the Welcome Page > Summary Panel >

What Next? and click Export to Word or PDF.

You have the ability to export two versions of the FAR:

(1) QST Faculty Annual Report (Full Version): This report will display all information you’ve entered for your FAR in My

CV.

Review this report to ensure that your FAR is complete.

(2) QST Faculty Annual Report (1 page): This summary report will be viewed by the Provost as part of your annual merit

review.

Review this report to ensure you have properly ranked all items.

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7. Complete your QMR By completing the FAR exercise, you have also completed sections that will be used to generate the Questrom Multiyear

Report. Some parts of the QMR are generated directly from the My CV user profile and modules so updating that data is

an important first step. Ideally any updates would have been completed prior to the FAR exercise.

QMR Section Data Source

Personal Information User profile

Additional Academic Appointments and Non-Academic

Employment

User profile

Certifications User profile

Research Information – Publications (sections A, B, C) Publications Module

Research Information – Publications (section D) FAR exercise – Works in Progress – Publication Pipeline

Research Information – Awards and Grants (sections E, F, G) Grants Module

Research Information – Scholarly Presentations (sections H, I) Publications Module

Secondary Appointments and Titles Professional Activities Module

Service Professional Activities Module

Distinction/Award Information Professional Activities Module

Professional Development Professional Activities Module

Interviews/Media Mentions Professional Activities Module

Other Professional Activities Professional Activities Module

Attendance at Questrom and BU Events FAR exercise – Attendance at Questrom and BU Events

Teaching Information (section A) My CV reporting database (not available in front-end)

Teaching Information (section B) Teaching Activities

Teaching Information (section C) FAR exercise - Advising

8. Review your QMR To review your QMR, navigate to the Welcome Page > Summary Panel >

What Next? and click Export to Word or PDF.

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Select the report style Questrom Multiyear Report

and click Download as PDF.

This report will display all information used to

generate your QMR from My CV.

Review this report to ensure that your QMR is

complete.

9. Submit your reports Once you have reviewed your reports and you are ready to mark them as

complete, navigate to the Welcome Page > Summary Panel > What Next?

and click Mark as done.

This will bring you to a confirmation page. Scroll to the bottom and click

Mark as done.

Your Department Administrator and Faculty Actions Manager will be

notified that you have submitted your FAR. They will then move your exercise to the next stage in the review process

10. Additional Resources More information about My CV, including contact information for your My CV Liaisons, additional User Guides,

Frequently Asked Questions, and training videos can be found on the My CV Project Website.

http://www.bu.edu/mycv

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