Exclusion Form

Goals

Develop the exclusion form of the application

Requirements

Title	User Story	Importance	Notes
Exclusion Screen	Faculty has the right to exclude up to 10 tenured faculty members from serving on their TPRC committee.	Must Have	Visibility is defined at Access to Screens
	Buttons "Add" Modal box Enter in the faculty to exclude Validation Applicant cannot exclude more then 10 people It is valid to not exclude anyone Applicants can only exclude people on the FPP list	Must Have
Workflow	When is the deadline for this form? When is the TPRC committee formed?
FPP listing for faculty	Header row titles Name Campus Division Branch Section Job Title Grade Tenure Year Status		Either build a FPP database table which must be updated nightly or pull the information on the fly from the HR datamart
FPP listing for Chancellors	Header row titles Name Campus Division Branch Section Job Title Grade Tenure Year Status Gender Ethnicity		Either build a FPP database table which must be updated nightly or pull the information on the fly from the HR datamart

User interaction and design

PeopleSoft Queries

Query below pulls the FPP listing for faculty

only status column needs to be decoded; see status descriptions

select name, employee_alt_id, empl_record_no, campus_key as campus, eac_division_desc as division, 
eac_branch_desc as branch, eac_section_desc as section, job_title, 
grade, tenure_year, empl_status as status from edadba.psempl where 
empl_status != 'T' and employee_type_code='F' and tenure_code='FTN' order by name;

Query below pulls the FPP listing for chancellors, which is the same as above but includes the tenured faculty's gender and ethnicity

select name, ps.employee_alt_id, empl_record_no, campus_key as campus, eac_division_desc as division, 
eac_branch_desc as branch, eac_section_desc as section, job_title, 
grade, tenure_year, empl_status as status, sex as gender, 
decode(eeo_uh,'HS','Hispanic','AA','Black or African American','AI','American Indian or Alaskan','CA','White','CH','Chinese','FI','Filipino','GC','Guamanian or Chamorro','HW','Native Hawaiian or Part Hawaiian','IN','South Asian and Asian Indian','JP','Japanese','KO','Korean','LA','Laotian','MC','Micronesian','OA','Other Asian','OP','Other Pacific Islander','SA','Samoan','TH','Thai','TO','Tongan','VI','Vietnamese') as ethnicity
from edadba.psempl ps, edadba.psethnicity eth
where ps.employee_alt_id=eth.employee_alt_id and empl_status != 'T' and 
ps.employee_type_code='F' and tenure_code='FTN' order by name;

Questions

Below is a list of questions to be addressed as a result of this requirements document:

Question	Outcome
Can the TPRC members be from any campus or only the campus for which this applicant is applying for?	Any campus
When are the lists generated?	Generated in August or September. T&P process ends early Spring because by June, the board has to approved them; tenure is effective july 1 and promotions are effective august 1
Who generates the lists?	Leilani creates the list using Brio; OHR generates the system list which includes the CCs
What is on the list?	See FT-56 for the CC and System lists. Leilani generates 2 lists, one for the faculty and one for the chancellor. The latter includes the gender and the ethnicity so that they can use it to create a diverse TPRC committee.