EAdmissions Project www.adm.monash.edu.au/eadmissions-project The new Document Management functionality Briefing for eAdmissions users June 2009.

Slides:



Advertisements
Similar presentations
Microsoft® Access® 2010 Training
Advertisements

Accessing and Using the e-Book Collection from EBSCOhost ® When an arrow appears, click to proceed to the next slide at your own pace. To go back, click.
Welcome to OpenHouse  The OpenHouse website is located at  It is recommended that this site is viewed at a.
QI Usage Requests: Part 2 Managing, Approving & Ordering.
Verification of Study Online | Training for Tertiary Education Providers.
City of Chicago Cyber Grants Instruction Manual
Find the best way to finance your future | Verification of Study Online Online Institution Interface (OII) Training.
Purchasing Goods and Services. Overview In this session you will learn how to utilize the eProcurement Module to create requisitions for purchasing goods.
ETravel Authorization / Reimbursement Overview SOLAR Financials x 6685 July 8, 2014.
Kabel Nathan Stanwicks, Head Circulation and Media Services Department Electronic Reserves Introductory Tutorial for Faculty.
End and Start of Year Administration Tasks. Account Administration Deleting Accounts Creating a Leavers Group Creating New Accounts: Creating accounts.
New School Process Please read the following slides carefully, as they provide helpful information about the new school account creation process.
Information for students Welcome to the S 3 P system. Login to the system by entering your User ID and password. The User ID is the same as your normal.
1 of 4 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.
Chapter Accreditation Online System Usage Tutorial Department of Member Relations & Grants National Children’s Alliance.
CLEW Basics Lorie Stolarchuk Learning Technology Trainer Centre for Teaching and Learning 1.
Networking + Portfolio management for trainers and assessors FOFATO Course Booker works in conjunction with
School of Psychology Online Ethics Guide No. 1 Submitting an application for ethical review. JRC/13/10/2014.
Navigation instructions Begin the tutorial Creating the Performance Plan Performance Management System Tutorial for Managers Estimated Time to Complete:
Review of last session The Weebly Dashboard The Weebly Dashboard Controls your account and your sites Controls your account and your sites From here you.
How to Upload Your File to Office Live Workspace Ed McCorduck CPN 100/101: Writing Studies I/II on Computer SUNY Cortland
This tutorial is a “suggested workflow” to help with sending documents to Referring Providers via Starpanel. The Provider Communication Wizard is an application.
 First time student activates their google account, they need to go to an internet browser and go to  drive.google.com/a/students.macon.k12.nc.usdrive.google.com/a/students.macon.k12.nc.us.
Copyright CovalentWorks Training Guide for Invoices MYB2B Powered by CovalentWorks.
Digital Alchemy | 5750 Stratum Drive Fort Worth, Texas | Phone: Fax: | Rate Code Manager Tutorial.
Moodle (Course Management Systems). Assignments 1 Assignments are a refreshingly simple method for collecting student work. They are a simple and flexible.
Enrolment Services – Class Scheduling Fall 2014 Course Combinations.
A Step by Step Guide How to add your own pages to the website.
Easy Chair Online Conference Submission, Tracking and Distribution Process: Getting Started + Information for Reviewers AMS World Marketing Congress /
Managing Clients in the IEZ Quote System Objective: Become an expert in managing your clients in the IEZ Quote System.
V8.0 Upgrade. Overall Changes Task List Additions Counts in Employer/Contact Profiles Search Results Page – Mass Partial Delete Defaulting Allowed.
1. To start the process, Warehouse Stationery (WSL) will invite you to use The Warehouse Group Supplier Electronic Portal and will send you the link to.
CCHD Grant Application Using the Online System. Sign In to the Online System Enter you complete address If this is your first time using CCHD’s.
CSC350: Learning Management Systems COMSATS Institute of Information Technology (Virtual Campus)
Review of last session Add text to your website Add text to your website Title Title Paragraph Paragraph Title and paragraph Title and paragraph Add photographs.
May 7, We manage documents and their changes with versioning and check out/check in procedures.
Submitting Course Outlines for C-ID Designation Training for Articulation Officers Summer 2012.
CLEW Basics Lorie Stolarchuk Learning Technology Trainer Centre for Teaching and Learning 1.
 To begin you first need to sign up to Weebly by going to or alternatively and we will create an account.
NYS Division of Homeland Security And Emergency Services (DHSES) E-Grants Tutorial Creating an Application for the EOC RFP To access DHSES E-Grants you.
HR Information System Upgrade ONLINE ENGAGEMENT & ONBOARDING.
Faculty Center for Instructors Roles and Access Faculty Center Features Grade Changes and Approval.
NIMAC for Publishers & Vendors: Using the Excel to OPF Feature & Manually Uploading Files December 2015.
A user guide to accessing, reviewing and contributing to the Online Registry System.
© 2013 Molex Incorporated. All Rights Reserved. 1.
3M Partners and Suppliers Click to edit Master title style USER GUIDE Supplier eInvoicing USER GUIDE The 3M beX environment: Day-to-day use.
© Execview Ltd 2015: all rights reserved Execview Scorecard Training/Reference Guide 2013 Key functions guide for Scorecard administrators.
Ltz/ng/createAthShrRvw1 LiveText at CBU Electronic Portfolios! Create, edit, attach documents, and Share or Send for Review.
How To Use NCA’s Online Grant Application System.
1.Switch on the computer and wait for loading. 2.Select the Windows 7 OS at the end of the list. 3.Click on the link ‘Administrator’ 4.Enter the administrator.
Class of 2018 Family Connection: Senior year
Verification of Study Online
How Can NRCS Clients Use the Conservation Client Gateway
Verification of Study Online
Please review these important Webinar Etiquette guidelines
Single Sample Registration
Incident Management: Recording New Incidents User Guide
Adding Assignments and Learning Units to Your TSS Course
Collaboration with Google Docs
Orders & Shipment Tracking
Commonapp.org #commonappready © 2015 The Common Application.
Register training Using the college register system
Quick Reference Guide: Skills Profiler – Employee
[insert Module title here]
[insert Module title here]
Presentation transcript:

eAdmissions Project The new Document Management functionality Briefing for eAdmissions users June 2009

eAdmissions Project What is the new Document Management functionality? An improved version of the previous Document Management form, enabling eAdmissions users to:  Record the assessment of online documents  Prepare applications for assessment by other staff  Generate s requesting applicants to supply documents This PowerPoint explains how to use it.

eAdmissions Project Navigation to the new Document Management forms The new forms can be accessed 1.From the Document Management button in the SPM Application Queue Management/Selection Plan tab.

eAdmissions Project Navigation to the new Document Management forms The new forms can be accessed 2.From the Document Management button in the Manage Selection Plans/Current Task Actions tab.

eAdmissions Project Navigation to the new Document Management forms The new forms can be accessed: 3.(Two of the forms) from your Assessor ‘toolkit’ – the Admissions/Selection Process Management folder.

eAdmissions Project Navigation to the new Document Management forms We recommend that you add View Electronic Document Details to your Callista Favourites. Having this form open in a second Callista session will allow you to view and annotate documents submitted by the applicant before you begin to work with your checklist of document requirements.

eAdmissions Project The relationship between the forms There are three forms – the redesigned Document Management form and two new forms linked to this form.

eAdmissions Project The relationship between the forms There are three forms – the redesigned Document Management form and two linked forms. Diagram: how the forms are linked and what users can do on each form.

eAdmissions Project Using the Document Management forms When an application arrives in your queue, copy the person ID from the Application tab.

eAdmissions Project Query in EADF0059 to perform an initial assessment (We suggest you have this form open in a second session.) This applicant has provided two transcripts and a passport ID page – you can open each document. You can also view/record comments on the documents. If the document is an image of a correctly certified copy (ie, if it has been uploaded and verified by staff or a Monash agent), you can flag it as such. When a better version of the document arrives (eg, a certified copy), you can flag the old version as obsolete.

eAdmissions Project Start your document requirements list in EADF0024 Remember that you can get to this form via the ‘Document Management’ button in the application queue or in the selection plan. Add the appropriate Document Types for the documents that are required for this course. For this course the applicant must meet three document requirements: proof of citizenship, previous study results, and a curriculum vitae. From viewing the documents in EADF0059, we know that two of these have been provided, so we flag them as ‘Provided’.

eAdmissions Project But what if the form already has document types listed when you first open it? You may find that the form opens with a list of document types already loaded. For an explanation of why this is, and what to do, see the last few slides. For now, let’s follow the example where the form opens blank.

eAdmissions Project How to link documents to requirements This checklist is useful when a ‘pre-assessor’ is preparing an application for an assessor. It may also help you remember the state of play with the applicant’s documents if you have to look at the application again later (eg, when more documents arrive). You can record comments about how an applicant is meeting (or failing to meet) a requirement. Now you’re ready to link the actual documents that have been submitted to fulfil a requirement. Select a specific document requirement then click on ‘View Linked Documents’.

eAdmissions Project Linking documents to requirements in EADF0058 This is the third of the three Document Management forms (the middle form in the diagram). It’s where you link specific documents to a document requirement on the checklist on the previous form. (The document requirement selected on the previous form shows in the ‘Document Requirement’ block.) If you need to double-check which documents are available to link, you can zoom to the View Electronic Documents Details form (EADF0059) by clicking the button.

eAdmissions Project Linking documents to requirements in EADF0058 When you click on the ‘Doc ID’ list of values the pop-up shows you all documents for the applicant. Line by line you can add any documents that help to fulfil the requirement shown at the top of the form. For example, if an applicant has submitted several.jpgs of the pages of their transcript, you can link all these to the transcript requirement. In this case you need to link the two transcript documents. If you need to recheck which documents to link, you can click on the View Electronic Documents Details button.

eAdmissions Project Working with linked documents in EADF0058  See whether they’re flagged as certified/obsolete in View Electronic Document Details (EADF0059)  Open them to view the actual document image.  Add/view comments recorded against the individual documents. So EADF0024 and this form together show all the information needed to assess whether the applicant has met the document requirements for the course – particularly handy if you’re preparing the application for someone else to assess. Once the documents are linked, you (or another assessor) can:

eAdmissions Project Requesting documents in EADF0024 A major benefit of the new forms is the ability to generate s to the applicant requesting documents. Flag any document requirements for which you require more documents as ‘To be Requested’. Save, then click on the ‘Request Documents’ button to open the template .

eAdmissions Project The document request You can add instructions to the , which lists the document types you’ve flagged as ‘To be requested’. It points the applicant to the document upload button in the Applicant Portal, where they will also find instructions about documents (eg, about how and when to provide certified copies).

eAdmissions Project The document request You will be sent a copy of the unless you untick the box beside your address. Your additional text (the only part that varies) will be saved in the comments on the document types you have requested (the comments that can be viewed from the checklist in EADF0024).

eAdmissions Project Viewing request details in EADF0024 The fact that the has been sent for a document type is recorded in the ‘Has been Requested’ tickbox. Any additional text in the is recorded as a comment. The same comment is recorded against each document type that was requested in the .

eAdmissions Project What if you open EADF0024 and there are already document types listed? You may open the Document Management checklist and find that there are already document requirements listed. This would be because the selection plan type has been set up to load documents and/or standard document requirements to this form when each applicant’s selection plan is created (options 1, 3 or 4 below*). * This is demonstration data – these Arts Faculty selection plan types are not actually set up like this.

eAdmissions Project Why are so many document requirements loaded? If the ‘Load Doc Reqs’ tickbox is ticked, a small list of default document types is loaded whether actual documents of this type have been supplied or not. These are document types commonly required for international applicants to Australian campuses, particularly for Faculty of Business and Economics courses – a very large applicant cohort. If the ‘Load e-Docs’ tickbox is ticked, document types are loaded for any documents that have actually been supplied.

eAdmissions Project A suggestion for faculties on setting up selection plan types We suggest that option 3 may be the best set-up for domestic selection plan types. This has the effect that only document types with linked documents are loaded to Document Management (EADF0024). So the assessor knows that all document requirements displayed there have linked documents. She can add any document types that need to be requested. Faculty Selection Managers can adjust selection plan type set-up as needed.

eAdmissions Project Deleting document types from the EADF0024 checklist But what do you do if the selection plan type was set up so that document types you don’t need have been loaded? You can ‘boil down’ the checklist to the document types required for the course by deleting document types. Where you need to delete a document type from the checklist, but there is a linked document, you need to delete the linked document first (see next slide). Please note, however, that once you have requested a document type it cannot be deleted, even if there are no linked documents.

eAdmissions Project Deleting linked documents from EADF0058 Deleting the linked document in the middle form (EADF0058) is easy – just select the document and click on the red cross ‘delete record’ button. Then you’ll be able to delete the document requirement from the checklist in the other form.

eAdmissions Project The relationship between the forms again The relationship between the three linked Document Management forms should now be more familiar to you.

eAdmissions Project For support in using Document Management We hope this functionality makes online admissions work better for you. If you are still unsure about using Document Management after viewing this slideshow,   phone the eAdmissions Support helpline on ext ( ).