Review Exceed Threshold Forms

This article describes how to review Exceed Threshold forms. Exceed Threshold forms are submitted when a faculty member exceeds their allowable time and/or earnings threshold for outside professional activities during the reporting period. At some campuses, faculty may also submit a request in advance to exceed their threshold.

When Exceed Threshold forms are generated

A Request to Exceed Threshold form is automatically generated when a faculty member exceeds their threshold, or may be submitted in advance when they expect to exceed their approved time and/or earnings threshold. 

When an Exceed Threshold form is approved, it increases the time and/or earnings threshold for the specific activity only. If the faculty expects to exceed thresholds for more than one activity, they must submit a separate Exceed Threshold form for each activity, as approvals apply individually, not globally, to activities.

This is why Approvers may encounter multiple Exceed Threshold forms for a faculty member. It is recommended the faculty estimate high so they have enough time or earnings threshold to work with. 

To review the Exceed Threshold form:

1. Go to the Dashboard and view the Forms in my Queue section. The prior approval forms that have been waiting the longest will be at the top.

   

2. Locate and select the Exceed Threshold form you want to review.
3. Review the Exceed Threshold form.
4. Check the Notes field for additional information and attachments.
5. Scroll to the bottom of the form to see available actions. 

   Review Options:

   • Mark As: Approved - Moves the form forward to the next level of review and approval. The final approver will enter the approved-to-date.
   • Mark As Acknowledged - Moves the form forward to the next level of review and approval, if applicable.
   • Denied: Denies the form. This option is only available to the final approver. 
   • Return To: Reviewer - Returns the form to a Reviewer. Enter a clear explanation of what corrections or clarifications are needed in the Comments field.
   • Return To: Faculty - Returns the form to the faculty member for additional information. Enter a clear explanation of what corrections or clarifications are needed in the Comments field.
6. Click the Submit Action button.