Project Board Help

User Manual - APR Candidate Instructions

Candidate Instructions

Academic Program Review candidates are academics who are submitting an Annual Evaluation or Advancement case for review. Project Board has an Academic Program Review - Candidate Dashboard, which is integrated with a workflow automation (WFA) software to facilitate the review process.

 

 

STEP 1 – Open a supported web browser: Google Chrome, Mozilla Firefox, or Microsoft Edge (NOT Internet Explorer)

 

 

STEP 2 - Access your Candidate Dashboard for ANR Academic Program Review:

  1. In Firefox or Chrome go to https://projectboard.ucanr.edu/ and click on log in.

    Project Board Log in
  2. You may receive a notice at the top of your web browser about pop-up windows. If so, please enable pop-up windows for projectboard.ucanr.edu.

  3. A new tab or pop-up window will display a Microsoft sign in screen. 
     

    Microsoft Sign In

  4. Enter your UC Davis or UCOP email address into the Microsoft sign in screen and click next. If there is another email address already displayed, click "User another account," and type in your UC Davis or UCOP email address into the Microsoft screen. You will be rerouted to the UC Davis or UCOP single sign on webpage. 
     

    UC Davis sign in
  5. Enter your UC Davis Kerberos Login credentials or UCOP Web App Login credentials and click sign in.
  6. Complete DUO authentication. Project Board may take a few minutes to initialize and load for the first time. When in doubt, wait a few moments and refresh your screen.
  7. Navigate to the Academic Program Review candidate dashboard by clicking on the dropdown menu in the top right corner, then clicking Academic Program Review.

  8. On the left of this Academic Program Review candidate dashboard, click on the most recent review cycle to see your current case.
     

    APR candidate dashboard
  9. Click on the blue "Upload your review documents now" button.
  10. You may receive a notice at the top of your web browser about pop-up windows. If so, please enable pop-up windows for wfa.ucanr.edu.

  11. Give it a moment, and WFA will open in a new tab in your web browser.
     

    WFA case

 

 

STEP 3 - Upload your documents

  1. After completing step 2, WFA will display your case for the review cycle.
  2. Each of the documents required for your annual evaluation or advancement case will be listed in the workflow automation software. You can refer to the E-Book for more information. Please note that the timeline on right by default lists all supervisor possible options (primary, secondary, and tertiary) even if you do not have a secondary or tertiary supervisor. This is a known current limitation.
  3. Upload your materials to each box by clicking in the box and navigating to the files on your computer.
  4. You can click the "Upload Documents" link at the bottom of the form (to the left of the submit button) to save your work and come back later.
  5. If you want to come back later, simply close the tab in your web browser.
  6. Click on the open tab that has your Academic Program Review candidate dashboard in your web browser from the previous step. Your uploaded documents should appear, although there may be a 5-15 minute lag time.

 

STEP 4 - Submit

  • Once you are finished uploading all of your documents, you can click the Submit link at the bottom of the WFA screen.
  • A confirmation page will appear. You can close that tab in your web browser.

Once you submit, you cannot change your documents. Changes can only be made by contacting AHR admin prior to the due date.

 

STEP 5 - Confirming submission

  • Go to Project Board's Academic Program Review candidate dashboard (from step 2) at any time in the future to confirm/see the documents you've uploaded and status of your review. There may be a 5-15 minute lag time between uploading in WFA and seeing your documents in your candidate dashboard.

Please contact AHR with any questions.

 

Troubleshooting

I see a pop up about Project Board re-initializing.

Click OK. You may need to repeat this a few times. This popup is normal and a good sign that Project Board is working! 

When I click on an icon, nothing happens.

You may need to enable pop-up windows for projectboard.ucanr.edu and wfa.ucanr.edu.

I can see Project Board, but when I go to my case in WFA, the screen is blank.

Settings on personal computers may need to be reset in order for your computer to generate a new token and see your case in WFA. Follow these instructions:

  • PC users:
    • Option 1: Even if you've never used Microsoft Edge, go to Microsoft Edge and clear cache and all browser settings (Edge instructions for clearing cache). Use the dropdown to select all history (not the default short time period). In the same web browser, restart the login process to Project Board to see your case in WFA.
    • Option 2: Go to office.com. Sign out and sign back in using your UC Davis credentials. In the same web browser, restart the login process to Project Board to see your case in WFA.
  • Mac users:
    • Option 1: Go to office.com. Sign out and sign back in using your UC Davis credentials. In the same webrowser, repeat steps 1-2.
    • Options 2: Clear cache and all browser settings (Chrome instructions and Firefox instructions for clearing cache). User the dropdown to select all history (not the default short time period). In the same web browser, restart the login process to Project Board to see your case in WFA.