Common Processes and Activities in the Course Banking system

Below are a number of common activities that can be done with the Course Banking system.  All of these assume that you are starting at the home page.  If you are not already at the home page, click the "Home" tab on the red bar before proceeding.

See banked credits and projected banked credits for all faculty

• On the home screen, on the right-hand side under "Quick Links", click "Faculty Banked Credits Summary"

See a list of the people with banked credits in each department and how many banked credits they have

• On the home screen, on the right-hand side under "Quick Links", click "Department Summary - current and projected banked credits"
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See where faculty stand on meeting obligation for this year

• On the home screen, on the right-hand side under "Quick Links", click "Faculty Obligation Status"

See who is in their last year of service

• On the home screen, on the right-hand side under "Quick Links", click "Faculty in Last Year of Service Role

See banked credits for all faculty in one department

1. On the home screen, on the right-hand side under "Quick Links", click "Faculty Banked Credits Summary"
2. Click the filter icon at on the gray bar above the report
3. Click "CU Dept Abbrev" (be careful not to click the trash can icon!)
4. Change the Operator to "equals"
5. Change the "qqqqq" text to the department abbreviation you wish to view
6. Click "Apply"
7. Optional - To close the filter box, click the filter icon again

See banked credits for one particular faculty member

1. Find the desired faculty member either in the list on the home page or by searching
2. Click the name of the faculty member either in the list or the search results
3. Course banking information is in the area on the left side of the screen under the heading "Course Banking"
4. Additional information about course banking for an individual may appear in the section under the heading "Course Banking Notes"
5. History records for Obligation, Teaching Activities, Academic Services, and Credits Spent are on the right-hand side of the screen. Only the most recent 10 records will appear in the history sections.  To see all, click "View All.

See teaching history for all faculty (dating from the implementation of this system)

• On the home screen, click "History of Teaching Activities".
• Optional - Filter this report by using the filter icon on the gray bar above the report.

See service history for faculty (since the implementation of this system)

• On the home screen, click "History of Academic Service".
• Optional - Filter this report by using the filter icon on the gray bar above the report.

See obligation history for faculty (since the implementation of this system)

• On the home screen, click "History of Obligation".
• Optional - Filter this report by using the filter icon on the gray bar above the report.

See credits spent history for faculty (since the implementation of this system)

• On the home screen, click "History of Credits Spent".
• Optional - Filter this report by using the filter icon on the gray bar above the report.

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