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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
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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.
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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
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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.
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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
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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.
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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.
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Using the Credential Faculty Tool
Please note that this is OPTIONAL for the immediate purposes of Taskstream.
First, click the “Credential Faculty” icon.
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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.
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After selecting “Review Credentials,” you will see the following:
After confirming different items, you can select “Save and Finish.”
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