How do I add faculty to my activity? [Program Specialist instructions]

How do I add faculty to my activity? [Program Specialist instructions]

This article is intended for Moses/Weitzman Health System employees only.

Scenario: 

When Program Specialists are creating a new activity in the platform, complete the following steps to add faculty to the activity. By doing so, the faculty can complete the Relevant Financial Relationship (RFR) form and submit their bios to be displayed on the Faculty tab of the activity site. 

Step-by-Step Instructions:

DIRECTIONS
SCREENSHOT
Navigate to your parent activity site.

  1. Select the Faculty tab along the top of your screen.
  2. Select the Add Faculty subtab.
  3. You can first search for a faculty by last name in the User field and see if they already have an account. If their name does not appear in the drop-down list, then encourage your faculty members to first create an account instead of using the email option. 

Select their activity role and select Published. 


Repeat this process until you have added all faculty. To get an idea of what the faculty see after you have added them, review the following knowledge base article: How do I submit the relevant financial relationships form and complete my bio as a faculty member? You'll want to send this knowledge base article out to your faculty so they know the process involved.

If a faculty member does not get the notifications shown in the article, that means they already have submitted their RFR and bio for another activity. You can review submitted RFRs under the Financial Relationships subtab.