SOCIETY/TECHNICAL COUNCIL FELLOW EVALUATOR HELP GUIDE 2018 1
TABLE OF CONTENTS Item # Item Name Page # 1 Eligible Individuals 3 2 General Information 4 3 Components of the Nomination Form 5 4 Society/Technical Council Home Page 8 5 Accept/Decline the Evaluator Invitation 9 6 Viewing Nominations and Endorsements 12 7 Viewing a Restricted Score Matrix 15 8 Viewing the Final Score Matrix 16 2
1. ELIGIBLE INDIVIDUALS a. SOCIETY/TECHICAL COUNCIL EVALUATING COMMITTEE CHAIRS Must be an active IEEE Fellow. Must be an active member in the relevant Society. Cannot serve as a nominator for any Fellow nominees. Cannot serve as a reference or an endorser for any Fellow Nominees evaluated by his/her respective Evaluating Committee. Cannot be a member of the IEEE Fellow Committee or the IEEE BoD b. SOCIETY/TECHNICAL COUNCIL EVALUATING COMMITTEE VICE CHAIRS Must be an active IEEE Fellow. Must be an active member in the relevant Society. Cannot serve as a nominator, a reference or an endorser for any Fellow Nominees evaluated by his/her respective Evaluating Committee. Cannot be a member of the IEEE Fellow Committee or the IEEE BoD. c. SOCIETY/TECHNICAL COUNCIL EVALUATING COMMITTEE EVALUATORS Must be an active IEEE Fellow. Must be an active member in the relevant Society. Cannot serve as a nominator, reference or an endorser for any Fellow Nominees evaluated by his/her respective Evaluating Committee. Cannot be a member of the IEEE Fellow Committee or the IEEE BoD. 3
2. GENERAL INFORMATION Browsers The Society/Technical Council Electronic Process (SEP) is supported by the browsers found at: http://www.ieee.org/web/publications/rights/browser-policy.html Deadline Individual and Summary forms must be received by June 15 (11:59 EST). NO EXCEPTIONS WILL BE MADE. Accessing the Fellow Nomination System To access the Fellow Nomination System, an IEEE Primary Account must be used. If you need assistance, contact the IEEE Support Center. You can reach the Global Offices directly on-line at: www.ieee.org/contactcenter - or - by telephone at:1.732.981.0060 Worldwide, 1.800.678.4333 US & Canada. New Fellows Announcement The newly elevated IEEE Fellows are announced shortly after the November IEEE Board of Directors meeting. 4
3. COMPONENTS OF THE INDIVIDUAL EVALUATION FORM Evaluation Section 1. Do the nomination and the supporting documents identify specific accomplishments or contributions of the nominee? A. B. C. D. E. Very specific identification of accomplishments and/or contributions INTERMEDIATE EVALUATION: accomplishments and/or contributions fall between a. and c. Some indirect identification of accomplishments and/or contributions INTERMEDIATE EVALUATION: accomplishments and/or contributions fall between c. and e. Little or no accomplishments and/or contributions identified 2. What is/are one or two of the accomplishments or contributions identified? (200 word limit) 3. Characterize the evidence provided in support of the specific accomplishments or contributions identified. A. B. C. D. E. Significant specific evidence is presented INTERMEDIATE EVALUATION: evidence presented is described in part by statement between a. and c. Some evidence is presented INTERMEDIATE EVALUATION: evidence presented is described in part by statement between c. and e. Little or no evidence is presented 4. What is that evidence? (150 word limit) 5
5. Is the work of the nominee recognized and considered outstanding by peers in the field? A. B. C. D. E. Significant peer recognition INTERMEDIATE EVALUATION: degree of recognition is described in part by statement between a. and c. Some peer recognition INTERMEDIATE EVALUATION: degree of recognition is described in part by statement between c. and e. Little or no peer recognition 6. Would those knowledgeable about the nominee s field of work consider the nominee s work to be: A. B. C. D. E. Of importance that has had significant impact on the profession or society INTERMEDIATE EVALUATION: work that is described in part by statement between a. and c. Some indirect impact in the profession or society INTERMEDIATE EVALUATION: work that is described in part by statement between c. and e. Little or no impact on the profession or society 7. Describe in specific terms the impact of the nominee s work (150 word limit) 8. Indicate your assessment of the degree to which this nominee is suitable for elevation to IEEE Fellow status via the following categories: Extraordinarily Qualified (90.0 100) Highly Qualified (80.0 89.9) Qualified (60.0 79.9) Marginally Qualified (50.0 59.9) Not Qualified (0.0 49.9) Score 6
Recommendation Section 1. Which category do you feel best describes the nominee s accomplishment? Application Engineer/Practitioner Educator Research Engineer/Scientist Technical Leader 2. If you feel that there is a better citation to describe the nominee s accomplishments, please state it below. (20 word limit) 7
4. SOCIETY/TECHNICAL COUNCIL EVALUATION HOME PAGE The Society/Technical Council Evaluation Home Page is a landing page for Society/Technical Council Fellow Evaluators. After you log into your IEEE Primary Account, a home page will be created specifically for you. The page will display two sections; an Open Activities section and a Closed Activities section (see Example 1). Each section includes the following columns: Role (responsibility of a member), Class (the year the nomination will be conferred), Created (date the activity was initiated), Name/Description (name of society/technical council), Status (stage of the activity and Action (an act that needs to be completed). A help icon (?) will appear next to the role name, if you need to refer to the help guide. Example 1 Home Page Whoever@ieee.org/Sign Out Open Activities Role Class Created Name/Description Status Action (?) Closed Activities Role Class Created Name/Description Status Action 8
5. ACCEPT OR DECLINE THE EVALUATOR INVITATION You can access your home page through the e-mail you received or through the Fellow Web Site. After you click the link in the e-mail or click the Society/Technical Council Scoring Program button on the Fellow Web Site, you will be prompted to log in with your IEEE Primary Account. Your Home Page will appear Look at the Open Activities section. (See Example 2) Click on Accept/Decline Serve Request to respond back to the Society/Technical Council Fellow Evaluating Chair. After you click on Accept/Decline Serve Request, an invitation will appear (See Example 3). You will need to read the accountability document. (See Example 4) If you Accept the invitation, you will need to select your areas of interest before submitting your response. After you submit your response back to the Society/Technical Council Fellow Evaluating Chair, the status column and the action column will change on your home page to Pending. (See Example 5). Once the Society/Technical Council Fellow Evaluating Chair receives your response, he/she will make his/her assignments and your will receive another e-mail giving you access to the nominations. If you Decline the invitation, you will not need to select your areas of interest before submitting your response. After you submit your response back to the Society/Technical Council Fellow Evaluating Chair, your home page will remove the request. 9
Example 2 Home Page Whoever@ieee.org/Sign Out Open Activities Role Class Created Name/Description Status Action (?) Evaluator 20xx xx/xx/xx IEEE.. New Accept/Decline Serve Request Closed Activities Role Class Created Name/Description Status Action Example 3 Society/Technical Council Fellow Evaluation Committee Invitation - Evaluator Accept/Decline Society/Technical Council Name: XXXXXXXXXXXX Your Name: XXXXXXXXXXXX Your Member Number: XXXXXXXXXXXXX Click here to read the responsibilities to serve on the IEEE Society/Technical Council Fellow Evaluation Committee. Accept Decline All Areas of Interest Related to this Society Selected Areas of Interest Submit 10
Example 4 Accountability Document The Society/Technical Council (S/TC) evaluation sheet, along with the Fellow Grade Nomination Form and the references/endorsements, will be reviewed by selected members of the IEEE Fellow Committee to arrive at a recommendation for or against the elevation of the nominee to IEEE Fellow. Fellow Committee reviews have diverse areas of expertise and rely highly on the S/TC Fellow Evaluation Committee for an objective and technically informed assessment of the nominee. Evaluation Sheet entries should clearly and consistently convey the judgment of the S/TC Fellow Evaluation Committee about the strengths and weaknesses of the nominee s qualifications for elevation to Fellow, providing a critical analysis of the information contained in the nomination form and a clear explanation for the rationale behind the assigned rank and score. In particular, please abide by the following guidelines: Understand IEEE s Code of Conduct and IEEE Code of Ethics http://www.ieee.org/about/corporate/governance/index.html Immediately notify the IEEE Society/Technical Council Fellow chair or Vice Chair, if you have a conflict of interest. Complete a Society/Technical Council Individual Evaluation Form for each of the nominees that you are reviewing. Example 5 Home Page Whoever@ieee.org/Sign Out Open Activities Role Class Created Name/Description Status Action (?) Evaluator 20xx xx/xx/xx IEEE.. Pending Pending Nominee Assignments Closed Activities Role Class Created Name/Description Status Action 11
6. VIEWING NOMINATIONS AND ENDORSEMENTS You can access your home page through the e-mail you received or through the Fellow Web Site. After you click the link in the e-mail or click the Society/Technical Council Scoring Program button on the Fellow Web Site, you will be prompted to log in with your IEEE Primary Account. Your Home Page will appear Look at the Open Activities section. It will include your assignment. (See Example 6) Click on View Nominees. Click on Evaluation Form next to a nominee name to open the evaluation form. (See Example 7) A blank evaluation form will appear. If you have a conflict with the nominee, click on Report a Conflict. Indicate the reason and submit. Once the conflict is reported, the evaluation will no longer be accessible. Your Assignment Page will indicate that there is a conflict. (See Example 8) If there is no conflict, click on View Nomination Package to view the nomination and any endorsements. Complete the evaluation. Note: If you click Save, the evaluation will be saved as draft and you will need to open the evaluation again and complete. If you click Complete, the evaluation will be saved as Complete and you will not need to open the evaluation again. Note: In order to submit an evaluation, the status needs to indicate Complete. To submit a completed evaluation, click on the small box next to a nominee name. A check mark will appear. Click Submit Evaluations. Note: Only the evaluations with a check mark will be submitted (See Example 9) If you would like to see a summary of all your responses for the nominations you reviewed, click on Evaluation Summary. 12
Example 6 Home Page Whoever@ieee.org/Sign Out Open Activities Role Class Created Name/Description Status Action (?) Evaluator 20xx xx/xx/xx IEEE.. New View Nominees Closed Activities Role Class Created Name/Description Status Action Example 7 Society Evaluation: Name of Society/Technical Council Nominations Assigned Nominations Name Status Action Nominee Name New Evaluation Form Home Evaluation Summary Submit Evaluations 13
Example 8 Nominee Name: View Nomination Package Report a Conflict Evaluation Section 1. Do the nomination and the supporting documents identify specific accomplishments or contributions of the nominee? A. B. C. D. E. Very specific identification of accomplishments and/or contributions INTERMEDIATE EVALUATION: accomplishments and/or contributions fall between a. and c. Some indirect identification of accomplishments and/or contributions INTERMEDIATE EVALUATION: accomplishments and/or contributions fall between c. and e. Little or no accomplishments and/or contributions identified Report a conflict of interest Please specify the reason and submit below. A message will be sent to [Society Fellow Chair Name]. (not more than 25 words) Reason: Submit Conflict Cancel Society Evaluation: Name of Society/Technical Council Nominations Assigned Nominations Name Status Action Nominee Name Conflict Home Evaluation Summary Submit Evaluations 14
Example 9 Society Evaluation: Name of Society/Technical Council Nominations Assigned Nominations Name Status Action X Nominee Name Complete Evaluation Form Home Evaluation Summary Submit Evaluations 7. VIEWING A RESTRICTED SCORE MATRIX After you submit all your evaluations, you will receive an email with a link that will enable you to view a restricted version of the score matrix (See Example 10). In addition, the item will move from Open Activities to Closed Activities on your home page. Example 10 SCORE MATRIX Final Evaluation Form Nomination Package Rating Society Score Mean Sdev Draft Nominee Name 00.0 0.00 0.00 Draft Nominee Name 0.00 0.00 0.00 Draft Nominee Name 0.00 0.00 0.00 15
8. VIEWING THE FINAL SCORE MATRIX After your chair submits all the S/TC s final evaluations, you will receive an email with a link that will enable you to view copies of all the final evaluations (See Example 11). Example 11 SCORE MATRIX Final Evaluation Form Nomination Package Rating Society Score Mean Sdev Scores Submitted Nominee Name HQ 99.0 0.00 0.00 00.0 00.0 0.00 Submitted Nominee Name HQ 89.0 0.00 0.00 00.0 00.0 00.0 Submitted Nominee Name MQ 67.0 0.00 0.00 00.0 00.0 00.0 Submitted Nominee Name MQ 64.0 0.00 0.00 00.0 00.0 00.0. 16