Opus includes an Endowed Chairs report by status and unit, and a summary of the recent chair holder history for each chair. 


Academic personnel staff can create an Endowed Chair Appointment case for a specific endowed chair. 


Endowed Chair Report

Access

Departments and dean's offices have access to view chairs in their unit. Chair information is only editable by AAPO. If you see an error in one of your endowed chairs, please contact AAPO.



Click "Endowed Chairs" to access Endowed Chair reports.


Data and Custom Reports


There is more data available than what is displayed by default. Click "Change Columns" to view this additional data.

Save your custom report with "Opus Standard View", or export the report as a CSV file with "Export to Excel".



"Change Columns" "Opus Standard View" and "Export to Excel" are located above the report table.



Additional data is available for your report


Chair Status

Chairs are grouped by status and will be moved to the appropriate tab by AAPO as the Chair's status is updated. 

  • Active Chairs are currently established.
  • Pending Chairs are in the process of being established, but are not yet active.
  • Chairs in the Modification Request tab are being reviewed for a specific change.
  • Disestablished Chairs are no longer active and have been disestablished.
  • Inactive Chairs are not currently active at UCLA, but may become active again. 
  • Incomplete Chairs started the establishment process, but were never approved. 

All currently active and pending chairs are listed, however you will not see a complete history of all disestablished or inactive chairs. 


Designation

The designation column provides a brief description of the Chair, summarizing the most important details. If the Chair is Administrative, the designation may include the Administrative title associated with the Chair. Departments should check with their dean’s office or development office for further details about the Chair.


Chair Holders

If a Chair has a current chair holder, you will see the faculty member's name in the Chair Holder column. If there is no current chair holder, the chair holder column will be empty and the "Date Chair Last Vacated" column will show the date that the most recent chair appointment ended. 


If there is a case pending for a given chair, the case icon will be displayed.


Endowed Chair Summary

Data and Access

Click on the Endowed Chair Name to open the Endowed Chair Summary page.


The Endowed Chair Summary page shows detailed information about the chair and the history of chair holders. All current chair holders are displayed. A complete history of chair holders for the chair may not be available. 

_

Chair holder data is only editable by AAPO.


Reports

Exporting this page will download a report that includes both the chair and chair holder information.


  

Chair Holder Statuses

Prospective: When an Endowed Chair Appointment case is created, a new row will appear on the Chair Holder table with a link to the case (historic cases will not be linked). The Chair Holder status will be "prospective". 


Appointed: Once the appointment becomes effective, the chair holder's name will appear on the main Endowed Chairs report and their status will be "appointed". 


Archived: When the appointment ends, the chair holder will no longer appear on the main Endowed Chair report, but they will remain on the chair holder table with the status "archived". 


Removed: If the Endowed Chair case is withdrawn, the faculty member will remain on the chair holder table with the status "removed". 


Creating an Endowed Chair Appointment Case

Choose which endowed chair the appointment is for when creating an Endowed Chair Appointment case. 


Only Active Chairs will be selectable when starting a case. If you don't see the Chair you're looking for, contact AAPO. 



Selecting an Endowed Chair


Once you select a chair, click "View Endowed Chair & Faculty Appt. Details" to see more information about the chair. 



Viewing more information about the Chair


Once the case has been created, the faculty member will appear on the Endowed Chair Holder summary page for the selected endowed chair.