The Promotion List page shows all the faculty candidates within your department who are in the process of being promoted, or who have been promoted, within Meridian.

The List page is composed of cards, with each card representing a different faculty candidate in the promotion process. These cards are initially sorted by their Proposed Start Date, and reflect key details about who the faculty member is and what step of the promotion process they are at. Each card contains the following:

• Faculty Candidate Name
  
• Uniqname
  
• Promotion ID (PrID)
  
  • This is the unique identifier for the faculty candidate within the promotion process
• Department
• Current Track
• Current Rank --> New Rank
• Promotion Date
• Status
  
  • This indicates whether the section is currently being worked on, waiting for approval, already approved, etc.
    

Clicking on a card takes you into the specific promotion workflow for that faculty candidate, where you can add/change/delete data and submit it for approval. See the Promotion Workflow Details article for more information. Click the arrow button in the upper-right corner of the card to open the detail page in a new browser tab/window.

Search Bar

Typing one or more characters into the Search bar will immediately filter the faculty cards to only those with data matching what you typed. This search looks across all visible data on each card. 

For example, typing "Rob" will find all faculty candidates with those letters in their name or uniqname; typing "123" will find that number among the Name, PrID, or Date field.

Delete what you typed to reset the page to its original list of faculty candidates.

Filtering

Clicking the Filters button (next to the Search bar) will display a panel containing key attributes and their values.

The three toggles at the top allow you to 'add in' faculty candidates of a non-active status, including Planned, Cancelled, and Completed. 

• Planned Promotions are shown as yellow cards, and represent a planned change in track/rank (from the Planning area of Meridian) that can be used to start a Promotion activity
• Cancelled faculty candidates are shown as gray cards, and represent a promotion that was permanently stopped
• Completed faculty candidates are shown as white cards, and represent faculty candidates who have completed their promotion process in Meridian.

The Awaiting Approval filter allows you to select just those faculty candidates who have one or more Academic References that need review/approval by OFA.

The Track checkboxes allow you to narrow the faculty candidate cards to just the track or tracks you want to see.

With the new Status filters, you now have the option to narrow the faculty candidate cards to one or more specific statuses within the workflow. For example:

Options are also combinable in certain ways. Examples:

• Selecting "Clinical Track" and "Research Track" will show only those faculty candidates in the Clinical track OR Research Track
• Selecting "Clinical Track" and "Awaiting Approval" will show only Clinical Track faculty candidates needing approval

Click in the Filter button again to close the panel. Note that your filter options will still be applied, and your selections will be reflected as blue pills near the top of the page. Click on the 'X' on each pill to remove that filter option, or use the Clear Filters link to remove all filter options and reset the page to its original list of faculty candidates.

Saved Filters (new for May '21)

You can now save combinations of filter attributes into a My Filters dropdown menu, which are personal to you and available across browsing sessions.

Once a filter attribute is selected (including the Search box), there will be a Save button next to the 'blue pills'; use this to name and save your applied filter. It will then be available inside the My Filters menu in the bottom right of the Filter drawer (if the drawer is open) or below the Sort menu (if the drawer is closed). 

Simply select one of your saved filters from this menu and the List page will instantly apply those pre-selected filter attributes. You may name these however you want, and you can save as many of them as you'd like -- get creative!

Note that saved filters can also be updated (via Save Changes), renamed, duplicated (via Save As New), and deleted; all of these are available via the vertical triple-dot button next to the My Filters menu.

Sorting

At the top right corner of the Promotion List is the Sort menu. It allows you to change the order in which the faculty candidate cards are displayed. While the default sort is by Proposed Start Date, you can change it to:

• Promotion Date
  
• Name
• Uniqname
  
• PrID (Promotion ID)
• Current Track and Rank
• Promotion Track and Rank
• Status Last Updated
• Planned Promotions First*

Selecting one of the options will re-sort the faculty candidate cards in your list, ascending (lowest or earliest value first). If you want to reverse the sort order, use the Sort Direction button to the side of the Sort menu. Like the filters, your selected sort option will be preserved across browsing sessions.

* The Planned Promotions First option is a bit special — it displays all the Planned Promotions (the yellow cards from Planning) at the top of your list — but first you need to turn on the 'Include Planned Promotions' filter toggle in order to include the yellow cards in the list. Using this sort+filter combination will create a dashboard-style view that makes it easier to find and use these yellow cards for initiating a new promotion.

Export (new for May '21)

The Promotion List page's data can be exported into an external CSV (comma-separated values) file that you can use in Excel or other programs to view or manipulate the information. 

Clicking the Export button will give you two options: All and Filtered. "All" downloads all data known to the List page (including all filter options such as Completed and Cancelled) within the selected department; "Filtered" downloads only the data that correspond to any currently-applied filters (such as if you have narrowed to a specific Track).