2019 Notes:
New process: for these things after close of the Annual Review period
Note these could most likely all recombined into a single FMP script- or have one script call and do each these.
- delete AR fields (script is:Prep_AnnualReviewTable)
- delete publications (script is deletePublicationAndJoinRecords())
- delete presentations (Script is deletePresentations())
- delete awards (script is deleteAwards())
- export id_persons
- run script to update Goals records (script is: )
- use the id_persons to make new:
- AR records
- AR calc records
Do this whenever new faculty or grad student begins
- Add need related records
Do this About April 20 to prep for new Annual Review season
- Check list of faculty and grad students and make sure there are AR records for each
- Confirm with web person that the intranet page is updated with correct due dates.
How to do an export of all Faculty and all GradStudents
- Import to the Annual Review table for these persons
- Fields to import:
- id -> id_Person
- Fields to import:
- Use id_Person as a match field to update existing records, make sure to check “add new records
Below is all old instructions replaced by above.
Presentations
- Delete all records in the presentations table
Publications
- Delete all records in the publications table
- Delete all records in the person_publications table
Goals (Faculty)
Export Goals to new table and do these things:
- Change field names
- Progress to old_progress
- Text to progress
- Create/run script to change year to current year
In PharmSchool
delete all Goals records
import these fields from the new table
- id_Person
- Progress
- Year
AR Fields
- Find all AR records
- Run script “AR Prep Set Competed”
- set field year to current year (not yet in a script)
notes: 2019 add steps that include a script to make the PDF and save it to an archives file.