1. I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

2. > …To sweep through Admin, Set-up, Survey & Reports tabs to locate potential clean-ups and dusty corners… > …To reorganize data in the system > …What you can and cannot do with data in the system > …To target areas for reorganization SLIDE 2 In this workshop you will learn:

3. > CE Manager Users no longer working in CoursEval SLIDE 3 The Admin Tab

4. – Delete those no longer in use to shorten-up the list page – Check to see if the settings are still up-to-date SLIDE 4 Admin  CE Manager Groups

5. > School Database Set-up Keep your school(s) year(s) up-to-date – Survey forms – Report forms – Filters throughout the system Especially important for Lock-Step curriculums – Moves students into their appropriate unit of courses SLIDE 5 The Set-up Tab—Where all things manual…and messy can occur…

6. > Create an Alumni Program for students no longer using CoursEval for course evaluations SLIDE 6 Set-up  Programs

7. > Update names and administrator assignments with caution! > Keep departments organized within divisions > Delete unused and unattached departments SLIDE 7 Set-up  Department

8. > Power up those imports for mass updates Emails Department & Program changes Name changes > Deactivate people records not in use (retirees, sabbaticals, with- drawn students) SLIDE 8 Set-up  Faculty/Staff & Students

9. > Organize your courses into these slots for quick access and easy filtering – Lab, Lecture, Elective, Independent Study, Clinical, … > Shows on Course List – Triggers filters on Survey List  Select Courses > Available on Exports SLIDE 9 Set-up  Course Designations & Types

10. > Archive old/unused response sets – System will not let you delete used sets > Share response sets using Global Status for multiple databases – Be careful when moving/renaming within a database SLIDE 10 Survey  Response Sets

11. > Archiving is the name of the game – Preserve historical data – Reactivate with the flip of a switch > Move/Copy – For mistaken placement or renaming projects SLIDE 11 Survey  Question Manager

12. > Close old surveys – Avoid Group Email confusion > Release Results – Keep faculty from knocking on your door SLIDE 12 Survey  Survey List

13. > Delete unused & non-default messages > Update messages each semester (or keep them generic!) > Update Sender Email if you’re a new manager SLIDE 13 Survey  Group Email Templates

14. > Delete the oldies > Leave Year-Month Sent filter on Show All for access to message status (Not Sent, Scheduled, Completed) SLIDE 14 Survey  Group Email Manager

15. > Save Settings or Save as Default – Affects Past, Present, & Future Surveys for faster release turn-around SLIDE 15 Reports  Comparative & Evaluation

16. SLIDE 16