Faculty Portfolio

Quick Link - Faculty Portfolios

• Online Portal
• Faculty & Staff Overview & Instruction Guide
• Creating Your CV

Quick Link - Student Evaluations

• Prior to Fall 2023 (IOTA 360)
• Fall 2023 and later (Course Evaluations & Surveys)

Instructions to Create Your CV in Digital Measures

1. In Digital Measures - Click on Run Report / Create New Report / Report Style / Vita.
2. Enter the data in the different fields.
3. Export your CV Document as a PDF.
4. For additional instructional assistance on creating a CV - please visit

Instructions to Upload Your Syllabus in Digital Measures

1. In Digital Measures - Click on Activities / Manage Activities / Teaching - Scheduled Teaching.
2. Check to see if your course is listed. If not, click "Add New Item."
3. Enter the data in the different fields.
4. Upload your Syllabus Document (PDF) at the bottom of the form.

Instructions to Download Your Evaluations from IOTA 360 and Upload to Digital Measures

IOTA 360 (any student evals prior to Fall 2023)

Click Here and log in with your CSU username and password to access the system.

• Hover your mouse over Recent Evaluations and select the semester (i.e. Fall 202009) from the drop down menu.
• Click on the small arrow to the left of the session name to expand it.
• All courses associated with your account will appear, as well as a graph of your response rates by date. You may wish to print to PDF this summary page as it has some of the data you need to complete the course evaluation summary boxes associated with each course.
• Click on a course under Course Code to begin viewing reports/results for that course. The benchmark report for that course will appear.
• Click on Viewing/Printing Options / Comprehensive Course Report.
• Save as PDF.
• Upload to Scheduled Teaching / Student Class Evaluation Report spot.

Course Evaluations & Surveys (Fall 2023 and later)

Click Here and log in with your CSU username and password to access the system.

• Under "Project Results" on your home page, click on the semester with the evaluations that you would like to access. 
• Click "download report" next to the evaluation you would like to retrieve. If you'd like to combine reports, select more than one and click "Batch Reports," then select "download multiple reports as zip file."

Instructions to Complete your Yearlong Workload Report in Digital Measures

Overview: There are three main "Forms" in Digital Measures that pull data into the Yearlong Workload Report.

• Scheduled Teaching | Teaching Workload - Connects workload data to appear in the Category A. Teaching Workload section of your report.
• Non-Teaching Workload - Connects workload data to Associated Activities in Research and Service to appear in the Category B. Non Teaching Workload section of your report.
• Workload Information Summary - This is the final 'main' page in which you upload your Digital Measures generated Yearlong Workload Report, enter your total Direct / Indirect Time and Percent Time data, report your Faculty Research Consulting Act data, and digitally sign off on your Workload Summary.

These three main pages are dependent, to a small degree, on five other supporting "Forms" that can vary depending on the unique workload of each faculty member. A faculty member may want to check the record data in the following forms found on the Activities / Manage Activities home page to confirm that all pertinent information is accurate and present. The supporting "Forms" are as follows:Personal and Contact Information (Faculty Profile Data),Yearly Data, Scheduled Teaching / Teaching Workload, Research Currently in Progress, and Service - Department, College, University, Professional & Public.

1. Click on Activities / Manage Activities / General Information - Personal and Contact Information (Faculty Profile Data) form. Update your CSU Contact Information.
2. Click on Activities / Manage Activities / General Information - Administrative Data | Yearly Data form. Update your Faculty Status / Role details.
3. Click on Activities / Manage Activities / Scheduled Teaching | Teaching Workload form. Update your record list by clicking 'Add New Item', completing the fields, and clicking 'Save' when done.
4. Click on Activities / Manage Activities / Scholarship - Research / Research Currently in Progress form. Update your record list by clicking 'Add New Item', completing the fields, and clicking 'Save' when done.
5. Click on Activities / Manage Activities / Service / Department, College, University, Professional, or Public forms. Update your record list by clicking 'Add New Item', completing the fields, and clicking 'Save' when done.
6. Click on Activities / Manage Activities / General Information - Non Teaching form. Update your record list by clicking 'Add New Item', completing the fields, and clicking 'Save' when done. Be sure to select the correct 'Associated Activity in Research and Service' to connect the data correctly. If your 'Associated Activity' is missing, return to Steps 4 or 5, as appropriate.
7. Click on Reports / Yearlong Workload Summary to generate your report. Indicate the 'Date Range' for Academic Year 2019 to be August 16, 2019 to August 15, 2020. The 'Whom to Include' field should confirmed as your 'Individual' name. Click 'Run Report.' Save the Form as Word or PDF, but modify the title to include your name [i.e. Grim, Nancy - Yearlong Workload Summary Report - 20191105 (date is automatically generated by the DM system)].
8. Click on Activities / Manage Activities / General Information - Workload Information Summary.
9. Check to see if the current Academic Year is already listed as an entry. If not, click "Add New Item."
10. Enter the data in the different fields and upload your Yearlong Workload Summary Report (PDF) you generated from Digital Measures into the appropriate "Approved Year Long Form" document location.
11. When complete, click the "Save" button.

Instructions to Upload Your Faculty Portfolio in Digital Measures

1. In Digital Measures - Click on Activities / Manage Activities and complete appropriate pages in General Information, Teaching, Scholarship/Research, and Service. For more Instructional Assistance, please visit
2. When done - In Digital Measures - Click on Run Report / Portfolio Review.
3. Enter the Dates of the review period.
4. Select the Review Type (1st, 2nd, ... Post-Tenure, etc.)
5. Export your Faculty Portfolio Document to PDF {Please note: Some faculty found it helpful to download in WORD - fix formatting to fit their department expectations (as long as you do not interrupt / modify the links) and then SAVE AS PDF.}
6. Rename slightly to add your name to the title i.e. [Last First - Post-Tenure Portfolio 2018....]
7. In Digital Measures - Click on Activities / Manage Activities. Look for the section General Activities and click on Portfolio Summaries.
8. Click the Button - Add New Item.
9. Enter the Portfolio Due Date and Type of Portfolio. 
10. Upload your Portfolio Summary Document (PDF), Current DAC (PDF), and Current Vita (PDF Export from Digital Measures).
11. In the Document Upload Box - Select the Portfolio Review Level - Faculty.
12. Enter your Name, Date, and Message. 
13. Upload your Faculty Portfolio Document (PDF) to the Upload Document spot.
14. Click Save to Submit.
15. Send an email to your DPC Chair and/or Department Chairperson to confirm (as appropriate) that you have posted your Portfolio Summary Document into Digital Measures. Out of courtesy, you may choose to attach your Portfolio Summary Document to the email for the reviewers convenience. 

[DPC, Chair, Dean, UPC, Administration Levels]

Instructions to Locate & Review a Faculty Portfolio in Digital Measures

1. In Digital Measures - Click on Activities / Manage Data. At the User drop-down box, select the faculty member name. Click Continue.
2. Note that there is a message on the Manage Activities Page that says "You are Currently Managing Data for XX."
3. Look for the section General Activities and click on Portfolio Summaries.
4. If you are a reviewer, then most likely a record set already exists for that faculty member. Find that entry and click to enter.
5. Select the Faculty Portfolio Level Submission document link. Download the Portfolio Summary Document (PDF), Current DAC (PDF), Current Vita (PDF) and Faculty Portfolio Document (PDF) to complete your review.
6. When ready to submit your review - In the Portfolio Review Process box - add a sub-document review row. For example, if you are a chair, your sub record should be directly below the DPC link.
7. In the new Document Upload Box - Select the Portfolio Review Level - DPC / Chair / Dean / UPC / Administration / Other, as appropriate.
8. Enter your Name, Date, and Message and Upload your Faculty Portfolio Review Document or Letter (PDF) to the Upload Document spot.
9. Click Save to Submit.
10. Send an email to the faculty member, the next reviewer, and the contract administrator (Dr. Bernie Rowan) to confirm that the Review document has been posted.