1. Seirbhísí TF UCDUCD IT Services UCD InfoView Information Session 2009 Management Information Team

2. 2 Purpose of Session Introduce you to InfoView Describe how InfoView can be used effectively Highlight how InfoView can support different roles Explain how to find information Inform you how to request information

3. 3 Overview of Session What is UCD InfoView? Information available for Roles MIS Team Business Support Teams Information Requests Institutional Research InfoView and Data Protection How do I use InfoView? (Demonstration) Additional Training Available How do I get Help?

4. 4 What is UCD InfoView? Comprehensive information exists in UCD to support all user activities InfoView provides a one-stop shop to this information Online web-based reporting tool enabling on demand access Available through UCD Connect via secure single sign-on No software install required - uses standard browser

5. 5 What is UCD InfoView? Provides information pertinent to your particular role at your fingertips Suites of reports exist to support activities for: –Finance (eFinancials) –HR/Payroll (Core) –Student (Banner) –Research (RMS)

6. 6 Information available for my Role? Various standard roles exist within InfoView Sample RolesReports Available Head of School/Unit College Principal Nominated Cost Centre Managers - HR Staff Management Reports - Cost Centre Management Reports College/School Office Staff- Student Registration Information - Curriculum Information – School Focus - Online Applications - Gradebook Programme Office Staff- Student Registration Information - Curriculum Information – Prog. Focus - Online Applications - Gradebook Module Coordinators Assistant Graders Academic Staff - Registration Information - Gradebook - DSS Support Report Principal Investigators- Research Account Financial Status Reports Research Administrator- Research Management System Reports

7. 7 Information available for my Role? Sample Report SuitesDescription of Report Suite HR Staff Management ReportsTo assist Heads in the management of the HR function in their School or Unit Cost Centre Management ReportsProvide summary and detailed financial info to assist Heads in the management of cost centres in their School or Unit Student Registration InformationProvide detailed and summary information to support all aspects of student registration activity Curriculum Management Information Support activities surrounding the Curriculum Management function in Registry GradebookSupport the Gradebook assessment process from detailed grading reports to statistical analysis of grade distribution Online Student ApplicationsProvide information on Online Student Applications process (direct entry) Research Account Financial StatusProvide Principal Investigators with the full financial picture of their research accounts

8. 8 Who are the MIS Team Responsible for delivery of information from university systems in a structured, reliable and easily accessible way Includes operational and administrative reporting as well as dash boarding. Aim to provide clear, timely, relevant information to support processes and decision-making at all levels in the organisation Aims to meet the needs of over 2000 users of information across the University

9. 9 Who are the MIS Team NameRoleExtnContact Joyce DowneyProject Manager1631Joyce.downey@ucd.ie Frank DesmondProject Manager1509Frank.desmond@ucd.ie Emma HurleyReport Developer/ Programmer 1465Emma.hurley@ucd.ie Catherine McDonnell Report Developer/ Programmer 1659Catherine.mcdonnell@ucd.ie Amy FordeReport Developer/ Programmer 1510Amy.forde@ucd.ie Adrienne WilsonReport Developer/ Programmer 1511Adrienne.Wilson@ucd.ie

10. BSTs exist in Student, Finance and HR areas Work closely with MIS Team on information requests Help identify if your info request can be met by an existing report Channel information requests through to InfoView reporters in the relevant areas. 10 Business Support Teams (BSTs) Request Info relating to:Contact Business Support Team Student Administration business.support@ucd.ie HR/Payroll hris@ucd.ie Finance accounts.queries@ucd.ie If you request information on Research or other areas not listed below, please contact the MIS Team at infoview@ucd.ie

11. Outline your requirements as completely as possible Email the relevant Business Support Team below Provide a completion date and priority for request 11 Information Request Request Info relating to:Contact Business Support Team Students business.support@ucd.ie HR/Payroll hris@ucd.ie Finance Finance.systems@ucd.ie If you request information other areas not listed above, please contact the MIS Team at infoview@ucd.ie

12. Maura McGinn - Director of Institutional Research Role established in Presidents Office in 2007. Functions are: Management of institutional research & analysis function within the University Analyse qualitative data about the University Provide data support for University planning and management activities Inform and support University decision-making Report statistical information to government bodies and to the public 12 Institutional Research Director of Institutional ResearchContact Maura.McGinn@ucd.ie 1088

13. 13 InfoView and Data Protection Rena Lohan - University Records Officer Relates only to personal data Access restricted to authorised users only No sharing of access codes (username/passwords) Downloading restricted to UCD equipment Protect screen and printouts Restrict printing and destroy by shredding Be aware of UCD data protection policy and procedures at ucd.ie/dataprotection University Records OfficerContact Rena.Lohan@ucd.ie 1694

14. 14 How do I use InfoView? (Demonstration) Demonstration to Cover Access/Login Navigation – Folders v Categories View Open/Refresh Report Navigation on Report - Drilling PDF v HTML View Printing Saving to Excel Closing Reports Searching Report Names Logging Out Highlight Contact Details at bottom Highlight Data Protection Statement Highlight Data can’t be changed Mac Users

15. 15 Additional Training Available Self learning demo available on our web site www.ucd.ie/itservices/infoview Training on new suites of report provided as part of roll-out ‘Just in Time’ training available at certain times of year e.g. Gradebook Reporting Functional training on specific report areas available on request Data Protection training available from Rena Lohan – University Records Officer

16. 16 How do I get Help Email our dedicated support email infoview@ucd.ie Review our Web Site FAQs www.ucd.ie/itservices/infoview Contact any member of the MIS Team for assistance

17. Questions 17