HOW TO CREATE A P & T DOSSIER FILE IN WORD 

The same data recorded in the Activity Insight Faculty Activities Database for Faculty Activity Reports (FARs) can be used to create P & T dossiers. The instructions below explain how to create a P & T dossier file in Word by using the preformatted “University Dossier” report customized for use in the Penn State University review process. 

DOWNLOAD “UNIVERSITY DOSSIER” AS A WORD DOCUMENT 

 

  1. Go to FAR – Activity Insight Database at https://activityinsight.psu.edu and login. 
  2. Click on the “Rapid Reports” at the top right of the screen.  
  3. Select the report to use: University Dossier. 
  4. Select the date range to use (e.g., July 1, 2023, through Dec. 31, 2023 for a second-year review). 
  5. Select the file format: Microsoft Word 
  6. Select “RUN REPORT.” 
  7. The report has downloaded in the lower left corner. Click and open report.  
  8. Click on “Enable Editing” and click on “FILE/SAVE AS.” 
  9. Name the file (e.g., Joe Smith 4th-year dossier 2023-2024) and select the folder in which to store it, then click on “SAVE.” 
    -The dossier file may be closed and worked on later. 
    -The dossier file may be opened for review and editing. 
    -Once opened, the dossier file may be printed. 
PLEASE NOTE THAT RUNNING A DOSSIER REPORT UNDER “RAPID REPORTS” DOES NOT ALLOW YOU THE OPTION TO AUTOMATICALLY EXCLUDE MANUSCRIPTS IN PROGRESS (WHICH ARE NOT TO BE REPORTED IN 6TH-YEAR OR PROMOTION TO FULL PROFESSOR REVIEWS) NOR DOES IT ALLOW YOU TO CHOOSE THE CITATION STYLE FOR YOUR RESEARCH SECTION. YOU WILL NEED TO MANUALLY DELETE THE MANUSCRIPTS IN PROGRESS SECTION FROM THE DOSSIER REPORT IF RUN UNDER RAPID REPORTS. 

NOTE: Expect to spend time editing the dossier file for the P & T review process. 

July 2023