Faculty/Staff Guide


Activity Insight Overview

Activity Insight organizes and builds reports on teaching, research and service activities. It enables you to keep track of your activity information just once so that many outputs can be prepared, such as annual activity reports, promotion and tenure documents, accreditation reports, your CV, your profile on your campus website and more. It also assists your administration in responding to requests for faculty-related data, rather than needing to continually ask you for the information. This enables your campus to communicate more effectively about your accomplishments.

Activity Insight is designed to be easy to navigate. To help you get started, though, here is a quick overview of the utilities you will work with most often.


Left-Hand Menu

The left-hand menu of the system displays at least two main utilities, Manage Activities and Run Reports. You may have other utilities if your Digital Measures Administrator has given you security access to them.

  • Manage Activities: Add or update information about the activities you accomplish.
  • Run Reports: Run reports that have been custom-built for your campus.
  • Help: Submit suggestions on how to improve the system, questions about use of the system, or report system errors.

Manage Activities

Manage Activities

Overview

When you first visit this page, it would be good to spend a few minutes looking through the screens accessible from it. To access a screen, click its name. The resulting summary 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:

  • To add a new record, select the button.
  • To import items in bulk, select the button (available only for the Intellectual Contributions screen).
  • To delete a record, select the appropriate check box, then select the button.
  • To edit or view a record, click anywhere in the record row on the summary screen.
    Note: Your Digital Measures Administrator may have added records to the system for you. These records can be viewed, but cannot be edited or deleted. A icon identifies these records. If revisions are needed to the records which have been entered on your behalf, contact your Digital Measures Administrator using the Help link.
  • To copy a record, select the appropriate check box, then select the button.

Saving Records

When working in the system, it is important that you preserve modifications by selecting one of the Save buttons at the top of the screen. If you attempt to navigate away from a screen containing unsaved changes, a warning message will display to determine whether you would like to return to the screen and save your modifications before proceeding.

Customizations

The screens available from the Manage Activities tab and all of the fields on them have been customized for your campus. These can still be changed in any way needed. To propose changes that you would like to see made, contact your Administrator using the Help link.

Run Reports

Use this utility to run reports that were custom-built for your campus or to create a new CV to your own specifications. For more information on customizing your own CV, click here.

Tips and Features

Take a look at the following key features that streamline data entry and reporting!

Expanding Text Boxes

You may see two diagonal lines in the bottom right corner of text boxes. Clicking this area and dragging alows you to resize the text box as needed.

Import Citations from Other Systems

There are two ways for you to bring citations into Activity Insight from other databases.

First, you can load BibTeX files into Activity Insight. BibTeX Imports enable you to import citations from a wide variety of reference managers or databases — for example, EndNote, Google Scholar, Mendeley, RefWorks, HeinOnline or Zotero. For more information on BibTeX Imports, please visit this page.

Second, you can import citations directly into Activity Insight from Crossref and PubMed. If your campus has a subscription, you can also import directly from Scopus and Web of Science. Visit this page for details on this feature.

PasteBoard

You will find the PasteBoard to be a time-saving feature. The PasteBoard allows you to copy text from another document, such as your vita in Microsoft Word, and paste it into the PasteBoard. After you have pasted text into the PasteBoard, you can then select text from it, click-and-hold on the text you selected, and drag the it into a field in the system to have it pasted into the field.

To access the PasteBoard, click the text PasteBoard in the left-hand menu under Manage Activities. The PasteBoard will appear in the bottom right-hand corner of your screen and can be dragged anywhere on the screen as needed. Any text in the PasteBoard upon logging out will remain in the PasteBoard for future sessions.

Pasteboard

Rapid Reports

While you are managing your activities, you may want to see how a particular change looks on a report. Rapid Reports provides you with quick and easy access to the reports you can run from Activity Insight.

Rapid Reports

FAQs

Does Activity Insight have spell check?

Most modern browsers have settings or preferences which enable the browser to check your spelling as you type across all web applications.

How do I know where to put each of my different types of activities?

We intend for the names of each screen to assist you in determining this. With this said, each campus has the ability to customize Activity Insight to meet its own specific needs, and as a result many have created their own custom materials to provide guidance in response to this question. We encourage you to contact your Activity Insight Administrator to inquire if such a document is available, or with any specific questions you may have.