Support Staff Training

Enrollment Instructions for UA Training

To enroll in any of the offered courses, expand the topic below and use the blue button to sign in to EDGE Learning, using your NetId and password.

Once you have signed in to EDGE Learning, you can enroll in the self-paced or an available instructor-led course. Follow the prompts if needed. In EDGE to find all UA Vitae courses, you can use the Search feature at the top of the window, entering the keyword, UA Vitae.

While all new Annual Profile Coordinators (both department and college) are required to attend the following instructor-led and/or online courses, we recommend that current Coordinators consider taking them when offered, to re-familiarize and refresh their Annual Profile knowledge.

 

Courses:

This course is designed to give faculty and admins an in-depth overview of the Annual Profile system.

Course Topics

  1. Annual Profile Homepage Overview
  2. Annual Profile Dashboard Overview
  3. Managing Profiles
  4. Activities
  5. Vitas & Biosketches
  6. Evaluations
  7. Access Settings

Enroll - Annual Profile Introduction course

This course is designed to give unit Annual Profile Coordinators (both new and existing) an in-depth look at the commonly used administrative functions.

Course Topics

  1. Overview of the Admin Tab
  2. How to Emulate a User
  3. Viewing your Units Administrative Rights
  4. Adding and Editing Support Accounts
  5. Adding and Editing the Faculty List
  6. Using the Faculty Selection Tool
  7. Running the Faculty Classification Report to Find Employee Status
  8. Activity Input
  9. Approving Activity Input

Enroll - Annual Profile Administration course

This course is designed to give unit Annual Profile Coordinators (both new and existing) an in-depth look at the commonly used administrative functions.

Course Topics

  1. Viewing Evaluation
  2. Create Evaluations Process
  3. Create an Evaluation
  4. Create Evaluation Forms

Enroll - Evaluation and Setup course

This course is designed to give unit Annual Profile Coordinators, Deans, and Department Heads an overview of the reporting functionality found in Annual Profile.

Objectives

  • Learn about the different access levels in Annual Profile
  • Understand the difference between College level and
  • Department level views
  • Review the basic steps of running a report
  • Learn about the drill-down functionality found in Annual Profile reports
  • High-level overview of the different Activity, Administrative, and Custom reports in Annual Profile
  • Build reports using the faculty selection tool, filters, and export options

Enroll - Reporting 101 course

Additional Training Resources:

Additional Help Guides and how-to documents are located on the Faculty Portfolio Knowledge Base.

Along with UA's customized training, the vendor for Annual Profile, Interfolio, provides videos and help content as well. While these resources aren't specific to the UA and don't cover any customized sections, they provide good generalized help for many of the areas within the system. To access vendor-provided tutorials, you must have an Annual Profile account

To access other guides and tutorials, log in to Faculty Portfolio and click the Product Help link located under your name in the upper-right corner of the window. Just click on the drop-down arrow to access:

  • Videos for faculty
  • Videos for system administrators
  • Webinars
  • Community forums
  • Release notes