Setup Steps for EX Faculty

In order to successfully implement Faculty, the following steps should be performed in the order in which they are listed.  Some steps are performed in EX, and other steps are performed in the specific JICS Faculty portlet.

NOTE:  Your JICS Administrator has already defined roles that have access to individual portlets via the Allow Access check box (Site Manager link, Global Portlet Operations Edit link).  For more information about the Allow Access global operation, see the Getting Started with JICS.

Step 1:  In EX, create Student Administrator and Advisor Administrator JICS accounts.

 

Step 2:  In EX, enable CRM Faculty.

Module

Function

JICS

BASE

JICS

FACT

 

Step 3:  In the EX Registration module, set configurations to support the Grade Entry portlet.

Step 4:  In the EX Registration module, set configurations to support the Course Authorization portlet.

 

Step 5:  In the EX Advising module, set configurations to support the Course Authorization portlet.

 

Step 6:  In JICS, set permissions to global operations for the Course Authorization, Grade Entry, and Faculty Course Control portlets.

When you select check boxes for particular roles, the Setup menu will be available for persons with these roles.  Typically, this permission would be given to the Advisor Administrator role; however, you can give access for the global settings to any role.

 

Step 7:  In JICS, set permissions to global operations for the Advisor Meetings portlet.

Select the Is Advisor column for each role that will operate in the capacity of an Advisor.  Only these users will be able to set up meetings with advisees.

Click the Save button.

 

 

Step 8:  In JICS, set the Allow Access global operation for all portlets you want to be available through the Advisee Roster portlet for the Advisor role.

NOTE:  See the Getting Started for Student for details on how to set up these portlets.

If the Advisor role does not have the Allow Access granted to one of the above portlets, the portlet link will not display in Advisee Roster.

 

Step 9:  In JICS, set portlet-specific global settings.

These settings can be done by the Student Administrator and/or Advisor Administrator, depending on which role you want to do the setup.  These settings will be applied to all instances (copies) of the portlet, regardless of which portlet page the portlet is on.

Step 10:  In JICS, set portlet instance-specific operations and settings.

These settings can be done by the Student Administrator and/or the Advisor Administrator, depending on which role you want to do the setup.  These settings and permissions will affect only the specific instance (copy) of the portlet being changed.  Different settings and permissions can be defined for copies of the portlets on other portal pages.