1. Business Services and Projects OxCORT User Briefing 13 August 2008 Sara Passmore – Project Manager Sarah Holmes– Trainer Linda Covill– Business Analyst

2. Page 2 AGENDA OxCORT v3  Objectives and benefits  Overview of new features for each role  Timetable for implementation  Communications and Training plan Usability improvements (OxCORT v4)  Features  Timetable.

3. Page 3 Objectives of OxCORT Version 3 (v3) Calculate payments for Tutorial teaching according to the Senior Tutors’ Register of Payments and provide required outputs Capture Tutor’s College stint obligations and record teaching against stint Provide a facility for “Pay my department” Provide a facility to record Subject.

4. Page 4 Out of scope Payments for:  Invigilation of Collections  Admissions activities  College Retainer payments / uplift arrangements Departmental stint Splitting payments across departments and between tutors Loading file of payments into local Payroll / Finance systems.

5. Page 5 Benefits Reduction of inter-College queries relating to Payments, as all using single system Reports on Tutor stint balance Ability to analyse costs & teaching by Subject Elimination of discrepancies between Tutorial Reports and Payment/Stint data Cutting down on duplication and reconciliation of local systems.

6. Page 6 Payments

7. Page 7 Overview of new features All Roles  Additional report state of Paid - to indicate that money and stint has been calculated  Record of Tutor’s subject on reports - to allow subject based reporting and subject based accounting  Improvements to the functionality to export report data from the Search & Select screen - can now include year of study, payment details and flags in the download.

8. Page 8 Overview of new features OMC Role  Enter and maintain the Register of Payments information  Control which departments can use the new “Pay my department” feature.

9. Page 9 Overview of new features Course Director Role Facility to:  Enter/edit department payment details e.g. bank account number  View a list of payments due from Colleges  View payment information on reports as follows:

10. Page 10 Overview of new features Tutorial Office – Enhanced screens  Search and Select - search for reports by payment method  Manage Tutor Payment Data - export now includes payment amounts, gender and subject - new export to show totals by Tutor  List Payments Due from Other Colleges - includes payment amounts.

11. Page 11 Overview of new features Tutorial Office – New functionality  Enter College specific weighting information  Enter/ edit College payment details e.g. bank account number  Validate teaching before processing for payment  Enter core stint hours and adjustments  Calculate payments and teaching hours and enter non-standard payment amounts  Produce payment and stint reports and print payslips.

12. Page 12 Overview of new features Tutor  Record their subject  Ability to record joint joint appointments  Record their gender  Ability to select “Pay my department” where applicable.

13. Page 13 OxCORT V3 Progress Update Development is ongoing and there will be a phased implementation in MT08: Phase 2Phase 1

14. Page 14 PHASE 1 PHASE 2

15. Page 15 Training Phase 1 Training will be delivered in line with the phased implementation  Quick Guides for each role detailing ‘what’s new’  Training presentation for Tutorial Office  Presentation and workshop during lunchtime session at OUCS for Tutors in Week 4.

16. Page 16 Training Phase 2  Full manuals and detailed quick guides for all roles  Classroom training on payments for Tutorial Office users (Week 6)  Quick guides for students in Week 7.

17. Page 17  Aim: to tidy up OxCORT screens and increase user-friendliness  Comments and suggestions relating to usability were grouped into a shortlist of 13 items  Tutorial Office and other key users were asked to select their favourite three  The results of the survey… OxCORT v4: Usability

18. Page 18 OxCORT v4: Favourite Usability Improvements

19. Page 19 OxCORT v4: Usability  The OxCORT technical team provided time estimates for each of these  Development priority established – 1.Search for Programme of Study 2.Report creation: checks on term/year 3.View Tutorial Arrangements: add filters 4.Presentation of report count buttons  Implementation: Hilary 2009.