Visualize the Experience

Faculty will submit a Request for Review Form indicating their intent to be considered for reappointment, promotion, and/or tenure. After a consultation period with their Department Chair (outside the solution), the request can be withdrawn or can move forward to create a DF-15 Form. Candidates can upload supplemental documents to complete their Promotion and Tenure (P&T) Case. When the Nomination of External Reviewers has been uploaded, it will be sent to the Chair and then Faculty Affairs (FA) to review. When external reviewers have been selected, they will be sent a solicitation to provide feedback regarding a candidate. External reviewers can decline to review. If they accept, they are able to confirm a default timeline or specify a date which they will be able to complete the review. When all external reviews are complete and all Case documents have been uploaded, the DF-15 can move to the Review Process.

Check out feature highlights below:

• Promotion and Tenure Case Preparation

  Faculty will submit a Request for Review Form indicating their intent to be considered for reappointment, promotion, and/or tenure. After a consultation period with their Department Chair (outside the solution), the request can be withdrawn or can move forward to create a DF-15 Form. Candidates can upload supplemental documents to complete their Promotion and Tenure (P&T) Case. When the Nomination of External Reviewers has been uploaded, it will be sent to the Chair and then Faculty Affairs (FA) to review. When external reviewers have been selected, they will be sent a solicitation to provide feedback regarding a candidate. External reviewers can decline to review. If they accept, they are able to confirm a default timeline or specify a date which they will be able to complete the review. When all external reviews are complete and all Case documents have been uploaded, the DF-15 can move to the Review Process.

   

• Promotion and Tenure Evaluation

  The DF-15 serves as the driving document for a Case. When a Case is ready for review, a P&T Security Form must be created to govern access to the documents within the Case. The Department Chair specifies the Department Committee Members, and the Advisory Board is specified by the Dean unless Medical, then Faculty Affairs. Once the Security Form is complete, the DF-15 moves into Department Committee Review. During the Department Committee Review step, the Department Chair will upload Reporter Summaries, Scholarly Material Review Certification, Teaching Evaluation, Evaluation Committee Report, and rebuttals as necessary. Once the Department Committee votes have been recorded, the DF-15 moves to the Department Chair Review. Once the Department Chair recommendation has been recorded, the DF-15 moves to the Dean Review and the School Advisory Board access is granted. Once the Dean recommendation has been recorded, the DF-15 moves to the Provost Review and Academic Personnel Board (APB) access is granted. Cases without Tenure move to Faculty Affairs Processing. Cases with Tenure move to President Review. Once the President recommendation has been recorded, the DF-15 moves to Board of Trustees Decision. After Board of Trustees decision has been recorded, DF-15 moves to Faculty Affairs Processing. Once processing is complete, the Case is archived and removed from Workflow.

• Access and Training

  
  
  

• Reporting Dashboard

• Faculty Candidates
• Chairs and Deans
• Department Administrators

Linked below you'll find a quick start guide and instructional training videos for students and advisors.

Download the Quick Start Guide

• Training for Students

  Training	Description	Tutorial
  *NEW* Degree Planner	Provides University freshman and sophomore students with a user-friendly, term-by-term sequenced pathway to plan your course selections and complete your remaining degree requirements to graduate on time.
  Dashboard	The dashboard is your CaneLink landing page, with instant access to holds, to dos, shopping cart, wait list, and message inbox.
  Schedule	Displays the student's class schedule in list view and calendar view. View multiple time period displays (day, week, month), provides the ability to print the schedule, or export it to an email system such as Outlook.
  Schedule Builder	Provides an easy way to quickly build a class schedule that accommodates multiple activities. Noteworthy is the schedule builder's ability to visually display multiple combinations of classes to ease the process of choosing their desired schedule.
  Class Search	Steps to search for classes using different criteria as well as how to browse the Course Catalog.
  Drop Class(es)	Shows how to drop one or more classes.
  Swap Class(es)	Steps on how to swap a course. Consider using this function in situations where you have a course scheduling conflict or where adding a course exceeds the allowable credits for the term.
  Wait List	Provides the steps to add yourself on a course wait list when the course is full.

• Training for Advisors

  Training	Description	Tutorial
  *NEW* Degree Planner	Provides advisors with a user-friendly, term-by-term sequenced pathway to support University freshman and sophomore students in planning their course selections and completing their remaining degree requirements to graduate on time.
  Functionality within the CaneLink Experience for Students	New functionality for advisors in CaneLink includes: view and email advisees, release a hold, lookup a student, and act as a user.

This section aims to answer your questions regarding the CaneLink experience for students. If you have any additional questions, please submit them to the UMIT Service Desk at: help@miami.edu.

• What is changing and when is it happening?

  The CaneLink experience for students launched on September 30, 2021. The student self-service experience within CaneLink has a mobile-friendly, intuitive user interface and easy access to the following:

  • Personalized dashboard
  • Schedule builder
  • Class search
  • Registration
  • Wait list
  • Course swap

  
  *NEW* Degree Planner

  Launching February 9, 2023 for University freshman and sophomore students – Degree planner, CaneLink's new feature, automatically helps students and advisors identify the courses students should take to graduate and clearly indicates the sequence in which to take them.

• How do I complete tasks within the CaneLink experience for students (vs. classic CaneLink or CaneLink mobile)?

  Note: If you're on a tablet or mobile device, you may be unable to see the table below. Click here to view the table as a PDF.

  Task	Description	CaneLink Experience for Students	Classic CaneLink Steps (previously known as "full site" on the CaneLink home page)	CaneLink Mobile Steps
  What If Report	Students can use this component to set up and generate a what if advisement report based on alternate programs of study. This should be used if a student is thinking of changing their program of study and want to know how it would affect their progress.	Academics > What If	Main Menu > Self Service > Student Center – What-if Report or Main Menu > Self Service > Degree   Progress/Graduation > View What-if Report	Not available
  What are My Grades	Lists past and present course grades.	Academic > Grades	Main Menu > Self Service > Student Center – Grades or Main Menu > Self Service > Enrollment > View My Grades	Academic > Grades
  Where to Enroll	Provides students with the ability to enroll in courses. Enrollment is integrated throughout the new CaneLink system, by utilizing class search, course catalog, schedule builder, planner, shopping cart, or any of the functionalities within the Enrollment menu.	Enrollment	Main Menu > Self Service > Student Center – Enroll or Main Menu > Self Service > Enrollment > Enrollment: [Add Classes, Drop Classes, Edit a Class, Swap Classes]	Enrollment
  Course Catalog	Displays the University's course catalog and allows student to create custom filters to find classes more easily. Students can add courses to their schedule builder, planner, shopping cart, and even enroll from the course catalog.	Class Information > Course Catalog	Main Menu > Self Service > Student Center – Search or Main Menu > Self Service > Class Search/Browse Catalog > Browse Course Catalog	Public Links > Course Catalog
  When can I Enroll	Displays when enrollment appointments are open for specific terms. Students can click on specific terms to get more detailed information.	Enrollment > Enrollment Dates	Main Menu > Self Service > Student Center – Enrollment Dates or Main Menu > Self Service > Enrollment > Enrollment Dates	Enrollment > Enrollment Dates
  View My Class Schedule	Displays the student’s class schedule in list view and calendar view, allows the visibility of the time period displayed (day, week, month) to be changed, lets the information that displays on the schedule be adjusted, provides the ability to print the schedule, or export it to an email system such as Outlook.	Schedule	Main Menu > Self Service > Student Center – Class Schedule or Main Menu > Self Service > Enrollment > My Class Schedule	Schedule
  Build a Schedule	Provides students the ability to create multiple permutations of schedules to easily enroll in the preferred option, while taking unavailable times into consideration.	Enrollment > Schedule Builder	Not available	Not available
  Class Search	Provides a myriad of filters to refine search criteria to view available classes.	Class Information > Class Search	Main Menu > Self Service > Student Center > Class Search	Public Links > Class Search
  Update Contact Information	Allows user to update their contact information including: Address, Preferred Name, Phones, and Emergency Contacts.	My Profile	Main Menu > Self Service > Student Center – Personal Information	My Information
  Set up Proxy Access	Allows a student to give a third party access to their account to make payments, view financial aid information and course history with grades.	Proxy Delegation	Main Menu > Self Service > Student Center > Share My Information	Not available
  Access Financials	Students can pay their tuition via Flywire, review their financial aid info, set up direct deposits, and opt into optional fees as well as view the required ones.	Financials	Main Menu > Self Service > Student Center – Finances	Financials
  Order Official Transcript	Student can order official transcript through the National Clearing House.	Transcripts	Main Menu > Self Service > Student Center > Request Official Transcript	Academics > Request Official Transcript
  What is My UM ID	Allows student to see campus and student ID.	My Profile > General Information	Student Landing Page	Not available
  Degree Progress	Displays student's current status in their degree. Allows them to drill down to requirements and see which ones are completed, pending, or not satisfied. Can also get further details on courses for each requirement.	Academics > Degree Progress	Not available	Not available
  Accept Admission	Allows student to accept admissions once they are admitted and pay admission deposit, if applicable.	Admission	Main Menu > Self Service > Student Center > Admissions	Admission
  Apply for Graduation	Students can apply for graduation and submit details for the ceremony like cap and gown size.	Graduation	Main Menu > Self Service > Student Center > Apply for Graduation	Not available
  Housing and Dining	Allows students to look for housing on campus as well as purchase different meal plan options.	Housing and Dining	Student Landing Page	Not available

• What happens if I need access to the classic CaneLink interface?

  Note: The classic CaneLink interface was previously known as "full site" on the CaneLink home page.
  

  Student: All actions you're used to taking will be completed through the latest CaneLink experience, so there will not be a need to access the classic CaneLink interface.

  Faculty: You will continue using the classic CaneLink interface for grading, accessing the class roster, etc.
  

  Advisor: You will continue using the classic CaneLink interface. Phase 2 of the CaneLink experience will provide advisors access to the Advisor Center.

  Proxy: Those with proxy access, e.g., for delegates or parents, will continue using the classic CaneLink interface to access a student's record.

• Who do I contact if I have questions?

  The UMIT Service Desk is available 24 hours a day, 7 days a week to provide CaneLink support: call 305-284-6565 or email help@miami.edu.