Meridian - Faculty Planning Redesign Tips


Introduction

To ease the transition from the old design to the new one (launched in Sept 2020), here is a tip sheet showing what has changed.

Instructions

Many common actions are now done via the Activity Bar (with the blue buttons) at the top of the List page: Adding a Planned Change, viewing Plan Comments, viewing the Dashboard, and going to Tableau:

Activity Bar

Planning Positions are now called Placeholders, and are either now automatically created when doing a New Hire planned change, or available from the Add a Planned Change dialog/window, via the Add to a New Placeholder button:

Add to a New Placeholder

The Planning Roster (left) is now the Planning List page (right), which shows only faculty and placeholders with active planned changes by default:

Planning Roster

Planning List

You can simulate the 'classic' view (showing all faculty on the List page) by turning on the 'Include Reconciled Planned Changes' and 'Include Faculty with No Planned Changes' filter toggles:

Filters

There is also now a separate Faculty Roster page (independent of Planning) to see all of your faculty, accessible from the left sidebar navigation:

Faculty Roster

The three-column position detail page (left) now looks like this (right). The center column containing the faculty detail has been moved into a horizontal header area, the right column with the planned changes is now full width in the middle of the page, and the left column has been removed (you can navigate to other faculty by using the left sidebar to return to the List page).

Position Planning

Faculty Detail