Created by Institutional Research and Assessment in the Office of the Provost

Using Taskstream to Run Faculty Reports

All unit leads can use Taskstream to gather information about faculty for reporting purposes. For

the purposes of prioritization, the KPIs in the table below can be answered with the data

provided by faculty in the faculty credentialing module. Please note that in some cases, it may be

easier for unit leads to use other means or current data management processes to provide these

KPIs. Unit leads are welcome to use whatever tool is available and useful for reporting these data

points. The faculty credentialing module in Taskstream and its attached reporting mechanism

should be useful to this process, but its use is not required.

Section KPIs

Mission None

Productivity KPI 3

KPI 4

KPI 5

KPI 6

KPI 7

KPI 8

KPI 9

KPI 11

KPI 12

KPI 13

Quality KPI 4

KPI 5

KPI 6

KPI 7

KPI 8

KPI 9

KPI 10

KPI 12

KPI 15

Demand None

Net Revenue KPI 18

Created by Institutional Research and Assessment in the Office of the Provost

Coordinating Faculty Credential Data in Taskstream

Unit leads are given special administrative privileges that allow them to aggregate and report

faculty data.

After logging on to Taskstream, unit leads should select the “Faculty credentials” tab. This is the

same tab they would select if they were entering their own credentials.

Coordinators (Taskstream’s name for those with reporting rights), will have two additional icons

in the Faculty credentialing section: “Credential Faculty” and “Generate Reports.” If you do not

see these icons and you are a unit lead, email taskstream@howard.edu.

The “Credential Faculty” section allows each unit lead (coordinator) to review and confirm the

credentials of their faculty. While a useful tool, this process can be time intensive. Moving

forward, the use of the “Credential Faculty” tab may be useful in managing faculty credential

data input, but it is not immediately necessary as long as unit leads are carefully looking at the

faculty data reported and making sure it is in line with they know to be accurate.

To Clarify:

You can use the Credential Faculty module, but you are not required to.

Created by Institutional Research and Assessment in the Office of the Provost

Generating Reports

To generate reports for your faculty, first select the “Generate Reports” icon.

Created by Institutional Research and Assessment in the Office of the Provost

Your first screen will look like the one below.

To generate a report, click the “Generate New Report” button.

See what percentage of

your faculty have

completed various

sections

See what percentage of

your faculty have been

credentialed by you

(optional).

Click here to generate a

report

Created by Institutional Research and Assessment in the Office of the Provost

The first page helps you determine which faculty will be included in your generated report.

By scrolling down, you can see additional ways to limit the faculty included on the report.

Select your department

or program. For most

unit leads, you will be

running reports based

on departments.

Created by Institutional Research and Assessment in the Office of the Provost

As you will be reporting on ALL your faculty, you can just select the “Continue” button at the

bottom of the page.

This area helps you

filter by rank, status,

and terms.

Created by Institutional Research and Assessment in the Office of the Provost

The second page allows you to choose a range for activities and allows you to filter only specific

activities.

For the purposes of prioritization, most users, will select 2015-2018 for the year range.

Once you have made your selections, you can click “Continue” at the bottom of the screen.

This area allows you to

only report activities

linked to a certain time

frame.

Here, you can select

what activities you

want in the report

Created by Institutional Research and Assessment in the Office of the Provost

Your next screen will show you your report.

You can click this link to

create an excel file of

your data.

Faculty names and

emails will be listed

here.

Created by Institutional Research and Assessment in the Office of the Provost

The report will show what faculty have entered information for each section, and the total

number of entries for each area.

Clicking on a hyperlinked number will give you a detailed look at what activities were entered

for each faculty.

By clicking the summary link at the bottom of each column, you can see a detailed list of all

activities entered for all faculty related to that credential.

Created by Institutional Research and Assessment in the Office of the Provost

Using the Credential Faculty Tool

Please note that this is OPTIONAL for the immediate purposes of Taskstream.

First, click the “Credential Faculty” icon.

Created by Institutional Research and Assessment in the Office of the Provost

Next, you can choose to credential one faculty member or many at once.

You will only see the departments or programs for which you are a coordinator.

To credential a single faculty member, search by their first or last name.

Created by Institutional Research and Assessment in the Office of the Provost

After selecting “Review Credentials,” you will see the following:

After confirming different items, you can select “Save and Finish.”