CBE Faculty IS - Basic Checklist

Checklist for Managing Personal Records

Information stored in a faculty profile is separated into four categories:

  1. General Information
  2. Teaching
  3. Scholarship/Research
  4. Service

Within each category there are a number of “screens” which may or may not need attention. Once these screens are complete a CV or Annual Activity Record can be created from your profile.

Checklist -  PDF icon Checklist for Managing Records.pdf

Note: Refer to PDF icon What Information Goes Where for additional tips.


A basic overview of the required information is listed below. Please use the checklist above for more detailed requirements.

Required Screens (in order of importance):

  • Intellectual Contributions - Scholarship/Research category
  • Research Currently in Progress- Scholarship/Research category
  • University and College – Service category
  • Professional – Service category
  • Public – Service category
  • Contracts, Fellowships, Grants and Sponsored Research - Scholarship/Research category
  • Consulting – General Information category
  • Academic, Government, Military and Professional Positions – Service category
  • Scheduled Teaching – Teaching category

Review for Accuracy:

  • Directed Student Learning Teaching category
  • Administrative Data – Permanent General Information category
  • Administrative Data – Yearly Data General Information category
  • Administrative Assignments General Information category
  • Education General Information category
  • Faculty Development Activities Attended General Information category


  • Personal and Contact Information General Information category
  • Licensures and Certifications General Information category
  • Media Contributions General Information category
  • Professional Memberships General Information category
  • Awards and Honors General Information category


Contact Morgan Freed with questions, concerns, and feedback.