Graduate Open College Application Tool (GOCAT) GAF Users and Super Users Version 2.0 BSP Training Team Business Services & Projects Table of Contents 1 INTRODUCTION................................................................................................. 1 1.1 Overview of the GOCAT Process ................................................................ 1 1.2 Examples of applications being processed by GOCAT ................................ 2 1.2.1 An Open application prior to being processed by GOCAT .................... 2 1.2.2 An Open application after it has been processed by GOCAT ............... 3 1.2.3 An application which has been rejected by the first choice college....... 4 1.3 2 Logging into GOCAT ........................................................................................ 6 2.1 To log into GOCAT ............................................................................... 7 2.1.2 To log into OSS and open the navigator ............................................... 7 Adding a new Group ........................................................................... 10 3.1.2 Editing an existing Group .................................................................... 11 3.1.3 Deleting a Group ................................................................................. 12 Managing Group Membership........................................................................ 14 Opening the College Group Membership form........................................... 14 4.1.1 Assigning a College to a Group .......................................................... 15 4.1.2 Removing a College from a Group ..................................................... 16 Managing Course Exclusions ........................................................................ 18 5.1 6 Opening the College Group Definition form ................................................. 9 3.1.1 4.1 5 Logging in as a User .................................................................................... 8 College Group Definition .................................................................................. 9 3.1 4 Logging in as Super User ............................................................................ 7 2.1.1 2.2 3 Conventions Used In This Manual ............................................................... 5 Opening the Course Exclusions form ......................................................... 18 5.1.1 Adding a Course and College to Exclusions List ................................ 19 5.1.2 Editing A Course and College in the Exclusion List ............................ 20 5.1.3 Deleting a Course and College from Exclusions List .......................... 21 Unallocated Applications ............................................................................... 23 6.1 Opening the Unallocated Applications form ............................................... 23 6.1.1 7 Forcing a college to be allocated to an application ............................. 24 Viewing Pool Information ............................................................................... 26 7.1 Opening the Allocation View and Pool Reset form ..................................... 26 7.1.1 Summary information .......................................................................... 28 81920479 2 8 7.1.2 Detail................................................................................................... 28 7.1.3 Audit information ................................................................................. 29 Manually Closing a Pool ................................................................................. 30 8.1 Opening the Allocation View and Pool Reset form ..................................... 30 8.1.1 9 Closing the Pool.................................................................................. 31 College Allocation Process ............................................................................ 33 9.1 Viewing the log file ..................................................................................... 33 9.2 Notifying UABs of allocations ..................................................................... 33 9.2.1 finding out where applications have been allocated ............................ 33 9.2.2 Notifying UABs of allocations .............................................................. 35 9.3 Running the College Allocation Process Manually ..................................... 38 10 Appendix .......................................................................................................... 40 10.1 Using the Interactive Report functions ....................................................... 40 10.1.1 Searching for a Record(s) ................................................................... 40 10.1.2 Specifying the Number of Rows Displayed ......................................... 41 10.1.3 Additional Menu Options ..................................................................... 41 10.2 Managing UAB requests to opt out of GOCAT........................................... 43 10.2.1 10.3 To Open the Program Groups Form ................................................... 43 Opening up a Program of Study to a College............................................. 46 10.3.1 81920479 To Open the Basic Program Form ...................................................... 46 3 INTRODUCTION 1 INTRODUCTION 1.1 Overview of the GOCAT Process On 1 September 2010 the Graduate Open College Application Tool (GOCAT) was introduced to enable graduate applicants to either specify a college preference or opt for an open college application whereby they do not have to make any choice of a college. Applicants no longer have the option to specify a second-choice college. (Please note that although applications which have been submitted without a college preference are referred to internally and on OSS as ‘open’ applications, guidance to applicants refers to ‘college preference’ or ‘no college preference’, so as not to add to the use of Oxford-specific terminology.) Applications where a college preference has been specified will be processed using the current process. Applicants who have submitted an open college application and are in receipt of a UAB offer will have a college automatically assigned to their record depending on the program of study and availability of places. The option of overriding a college choice for funding purposes will continue to be available. Applicants who are rejected in the first instance, whether they have specified a college or have submitted an open college application, will be reallocated to a second college automatically as part of the GOCAT process. UABs may opt out of the process, either for all their PGT applications, all PGR applications, or both PGT and PGR. In this case, UABs will continue to manage their applications as before, ie: enter a DGS_SELECTION rating if the first college rejects the applicant. All applicants who are rejected by the second college will automatically be included in the Clearing House process, unless the UAB has opted out of the Clearing House. Colleges who want to accept an applicant onto a course which they do not normally offer will be able to do so. The course will then be manually excluded from the program offerings to ensure no other applications are received for that college/course. Colleges will be grouped together with a pre-defined number of places available at each college. These groups will then be combined to create a pool. Applications will be randomly assigned a college from the available spaces in the pool, taking into account the course, and the college(s) which offer that course. This allocation process will continue until all spaces are filled, after which the pool will be closed and a new one created. For example, a pool may consist of 104 places, broken down as follows: Group A: 10 colleges with 6 places per college = 60 places Group B: 12 colleges with 3 places per college = 36 places Group C: 8 colleges with 1 place per college = 8 places Any college which is not member of a group will not be included in the GOCAT process. ie: if a college has opted out of the process it will not be allocated to a group. 81920479 1 INTRODUCTION The GOCAT process will be managed by GAF staff and there will be two responsibilities: GOCAT User and GOCAT Super User. GOCAT Users will be able to: Manage course exclusions Force allocation of unallocated applications View allocation and pool reset information In addition to the above, GOCAT Super Users will also be able to: Manage College group definition Manage College group membership Manually close a pool Run college allocation process 1.2 Examples of applications being processed by GOCAT 1.2.1 AN OPEN APPLICATION PRIOR TO BEING PROCESSED BY GOCAT When an open application is first downloaded/entered onto OSS the value in the Location field will OPEN. 81920479 2 INTRODUCTION The Ratings form shows an entry of Rating Type of OPEN, and a Rating Scale of APP_CHOICE. 1.2.2 AN OPEN APPLICATION AFTER IT HAS BEEN PROCESSED BY GOCAT After the UAB has entered an offer onto OSS, the GOCAT process will assign a college to the application. In the example shown, Exeter College has been assigned to this application, and the Location field has been updated accordingly. 81920479 3 INTRODUCTION This application was initially submitted as an open application, and on 23 August 2010 the GOCAT process closed the OPEN rating type, and entered a new rating type of SEH and a rating scale of OPEN_ALLOCATION. 1.2.3 AN APPLICATION WHICH HAS BEEN REJECTED BY THE FIRST CHOICE COLLEGE This application was rejected by the applicant's first choice college (BNC), and the GOCAT process has then automatically assigned JESUS to the application with a Rating Scale of OPEN_ALLOCATION. 81920479 4 INTRODUCTION 1.3 Conventions Used In This Manual Indicates additional useful information. Indicates an important piece of information, take particular care to read the information in these boxes. Bold Text [F4] File > Open 81920479 Indicates menu names and window titles. Keys on your keyboard are indicated in bold text enclosed in square brackets [ ]. Moves through a navigation path are indicated with a >. In this case you would click on the File menu, then select Open 5 Logging into GOCAT 2 Logging into GOCAT To Access OSS Open Internet Explorer Type the following in the Address bar: https://www.studsys.ox.ac.uk/ The Single Sign-on sign-in window will be displayed: Enter the following details in the corresponding fields: User Name: enter your Webauth user name Password: enter your Webauth password Click on The University of Oxford Single Sign-On Confirmation box will be displayed: Click on 81920479 6 Logging into GOCAT A list of responsibilities which have been allocated to your login will be displayed. You will have been allocated one of the two shown below: 2.1 Logging in as Super User Super Users may either log directly into GOCAT, or log into OSS and open the Navigator. This latter option enables users to either run Requests or continue to the GOCAT. 2.1.1 TO LOG INTO GOCAT Select the Oxford GOCAT Super User responsibility Click on The Graduate Open College Application Tool Menu will be displayed: 2.1.2 TO LOG INTO OSS AND OPEN THE NAVIGATOR Select the Oxford GOCAT Super User responsibility to display the options available Select any option except GOCAT. (eg: 81920479 ) 7 Logging into GOCAT The Navigator will appear: To open GOCAT click on GOCAT To run a request click on Request 2.2 Logging in as a User Select the Oxford GOCAT User responsibility to open the User Graduate Open College Application Tool Menu. 81920479 8 College Group Definition 3 College Group Definition This option is only available to the GOCAT Super User Responsibility Colleges will be grouped together with a pre-defined number of places available at each college. The College Group Definition function allows super users to define a new group, edit an existing group or delete a group. 3.1 Opening the College Group Definition form Log into GOCAT, see section 2 above Select the GOCAT Super User Responsibility Select College Group Definition in the Graduate Open College Application Tool Menu Click on 81920479 9 College Group Definition The College Group Definition form will be displayed: 3.1.1 ADDING A NEW GROUP Open the College Group Definition form, see section 3.1 Click on Enter a group code, eg: D Enter a group description, eg: Group D Enter the number of pool spaces. This should be between 1 and 9. Click on Click on to return to the Graduate Open College Application Tool Menu and a new blank line will be added: to save the changes The following warning will be displayed: Click on OK to return to Graduate Open College Application Menu or Cancel to continue editing. 81920479 10 College Group Definition 3.1.2 EDITING AN EXISTING GROUP Open the College Group Definition form, see section 3.1 Make the required changes Click on Click on Click on to return to the Graduate Open College Application Tool Menu to save the changes The following warning will be displayed: Click on OK to return to the Graduate Open College Application Tool Menu or Cancel to continue editing. 81920479 11 College Group Definition 3.1.3 DELETING A GROUP Open the College Group Definition form, see section 3.1 Select the Group(s) to be deleted by ticking the box to the left of the Group Click on The following message will be displayed: Click on OK to confirm, or Cancel to continue editing If a group is deleted, college membership of that group will also be deleted. Click on to return to the Graduate Open College Application Tool Menu The following warning will be displayed: 81920479 12 College Group Definition Click on OK to return to the Graduate Open College Application Tool Menu or Cancel to continue editing. 81920479 13 Managing Group Membership 4 Managing Group Membership This option is only available to the GOCAT Super User Responsibility Every college which is participating in the GOCAT process must be a member of a group. Any college who is not part of a group will not be included in the process. The College Group Membership option is used to add or remove a college from a group. 4.1 Opening the College Group Membership form Log into GOCAT , see section 2 above Select GOCAT Super User Responsibility Select College Group Membership in the Graduate Open College Application Tool Menu Click on 81920479 14 Managing Group Membership The College Group Membership form will be displayed 4.1.1 ASSIGNING A COLLEGE TO A GROUP Open the College Group Membership form, see section 4.1 Click on Click on the drop down menu in the Group column and select the required Group Click on the drop down menu in the College column and select the required College Repeat if further Colleges are required Click on 81920479 and a new line will be added: to save the changes 15 Managing Group Membership Click on to return to the Graduate Open College Application Tool Menu The following warning will be displayed: Click on OK to return to the Graduate Open College Application Tool Menu or Cancel to continue editing. 4.1.2 REMOVING A COLLEGE FROM A GROUP Open the College Group Membership form, see section 4.1 Select the College(s) to be deleted by ticking the box to the left of the Group Click on The following message will be displayed: Click on OK to confirm, or Cancel to continue editing. Click on to return to the Graduate Open College Application Tool Menu 81920479 16 Managing Group Membership The following warning will be displayed: Click on OK to return to the Graduate Open College Application Tool Menu or Cancel to continue editing. 81920479 17 Managing Course Exclusions 5 Managing Course Exclusions This option is available to the GOCAT Super User Responsibility and the GOCAT User Responsibility. In exceptional circumstances Colleges may wish to accept an applicant onto a course they do not usually offer. The course will first be added to the Course Exclusions form to prevent the college from being allocated to other applications and then opened up on OSS to enable the college to be allocated to the application manually by GAF staff. The process for adding POS exclusions must be done in this order: 1. Add a GOCAT exclusion for the college, program and attendance mode combination 2. Update OSS to add the college to the program of study (See Appendix) 3. Do NOT update the POS database, or EMBARK to advise of this change 5.1 Opening the Course Exclusions form Log into GOCAT, see section 2 above Select GOCAT Super User Responsibility or GOCAT User Responsibility The Graduate Open College Application Tool Menu will appear. The available options will depend on the responsibility selected. This example shows the menu options available to the GOCAT Super User Responsibility. Select Course Exclusions in the Graduate Open College Application Tool Menu 81920479 18 Managing Course Exclusions Click on The Course Exclusions form will be displayed It is possible to customise the view using the Interactive Report function, search for a record and download the data to a .csv file. Customised views can be saved for future use. See Appendix for detailed instructions on all these functions. 5.1.1 ADDING A COURSE AND COLLEGE TO EXCLUSIONS LIST Open the Course Exclusions form, see section 5.1 Click on The Create or modify a Course Exclusions form will be displayed: Complete the following information o College: Select the College from the LOV o Course: Enter the course number or enter part of the title and click on LOV 81920479 19 Managing Course Exclusions o Attendance Type: Select from the LOV o Attendance Mode: Select from LOV (but must be 01 Oxford Based Study!) o Start Date: Enter the date the exclusion is to commence o End Date: Enter an end date if appropriate/known Click on to save the changes Click on to return to the list of Course Exclusions. 5.1.2 EDITING A COURSE AND COLLEGE IN THE EXCLUSION LIST Open the Course Exclusions form, see section 5.1 Click on the link to the left of the relevant College The Create or modify a Course Exclusions form is displayed: Update the information as required If the College and Course are no longer to be excluded, enter the date into the End-Date field. 81920479 20 Managing Course Exclusions Click on to save the changes Click on to return to the list of Course Exclusions. 5.1.3 DELETING A COURSE AND COLLEGE FROM EXCLUSIONS LIST Instructions for deleting a course and college have been included, but for auditing purposes it may be preferable to enter an end-date instead so that it remains on the list. See note in previous section. Open the Course Exclusion form, see section 5.1 Click on the link to the left of the relevant College The Create or modify a Course Exclusions form is displayed: Click on 81920479 21 Managing Course Exclusions The following message will be displayed: Click on OK to confirm, or Cancel to continue editing. Click on Application Tool Menu. 81920479 to return to the Graduate Open College 22 Unallocated Applications 6 Unallocated Applications This option is available to the GOCAT Super User Responsibility and the GOCAT User Responsibility. There are two kinds of unallocated applications, those which haven’t been allocated because there are no places in either the primary or secondary pool for that program – these are known as ‘unallocated’, and applications that cannot ever be allocated because no colleges accept for the program – these are known as ‘unallocatable’. Unallocated (but not unallocatable) applications can be manually allocated to a college. The Unallocated Applications form lists all unallocated applications and allows users to force a college allocation to occur for selected applications. Effectively, GOCAT creates a blank pool to allow the allocation, but the pool is used for that forced allocation only. This will, therefore, affect the ratio of applications for that college so should only be used in exceptional cases. If an application is reported as unallocatable it should be referred to the Project and Process Manager, GAF. 6.1 Opening the Unallocated Applications form Log into GOCAT, see section 2 above Select GOCAT Super User Responsibility or GOCAT User Responsibility The Graduate Open College Application Tool Menu will appear. The available options will depend on the responsibility selected. This example shows the menu options available to the GOCAT Super User Responsibility. Select Unallocated Applications in the Graduate Open College Application Tool Menu Click on 81920479 23 Unallocated Applications The Unallocated Applications form will appear It is possible to customise the view using the Interactive Report function, search for a record and download the data to a .csv file. Customised views can be saved for future use. See Appendix for detailed instructions on all these functions. Unallocated applications are likely to occur towards the end of the admissions cycle when some colleges have chosen to opt out of the allocation process and the number of new applications is small. The status of each unallocated application may be one of the following: CANNOT ALLOCATE A college cannot be allocated PROCESSING A college has been allocated and OSS is being updated INCOMPLETE The OSS rating detail has been updated, but the Location has not been updated OK ERROR The allocation has completed successfully The allocation has failed If the status is CANNOT ALLOCATE, INCOMPLETE or ERROR check the application and if necessary manually update the record. 6.1.1 FORCING A COLLEGE TO BE ALLOCATED TO AN APPLICATION NB: Only use this function after consultation with the Project and Process Manager, Graduate Admissions 81920479 24 Unallocated Applications and Funding. Tick the box to the left of the application Click on This will run a request to allocate a college to the application. The information will not be included in the standard allocation log files and so needs to be circulated to the relevant UAB immediately after the forced allocation has completed. Click on Application Tool Menu. 81920479 to return to the Graduate Open College 25 Viewing Pool Information 7 Viewing Pool Information This option is available to the GOCAT Super User Responsibility and the GOCAT User Responsibility. Note: only Super Users can manually close a pool. The Allocation View and Pool Reset form displays all the information relating to the pools including the status of each pool, details of the Groups at the time the pool was created and the ID number of the concurrent request which created or closed the pools. Super Users may also manually close a pool using this form (see Section 8 below) 7.1 Opening the Allocation View and Pool Reset form Log into GOCAT, see section 2 above Select GOCAT Super User Responsibility or GOCAT User Responsibility The Graduate Open College Application Tool Menu will appear. The available options will depend on the responsibility selected. This example shows the menu options available to the GOCAT Super User Responsibility. Select Allocation View and Pool Reset in the Graduate Open College Application Tool Menu Click on 81920479 26 Viewing Pool Information The Allocation View and Pool Reset form with be displayed It is possible to customise the view using the Interactive Report function, search for a record and download the data to a .csv file. Customised views can be saved for future use. See Appendix for detailed instructions on all these functions. The data displayed is as follows: Summary Detail Audit Pool Number Description Link to summary detail including the number of available college places and the number allocated for the pool. Link to list of all applications that have been allocated a college in the pool. Super Users may also use this function to manually close a pool. Link to information on the status of a group and the course exclusions in place when the pool was created. A unique number that identifies the pool. The most recently created pool has the highest number. The request ID of the concurrent request that was running the pool allocation OSS request set when the pool was created Status Current - this pool will be used for a college allocation in the first instance Secondary - if a college allocation is not possible in the current pool, a college allocation is attempted from this pool Closed - the pool is closed and will no longer be used Pool Size This is calculated from the number of spaces per college in each group and the number of colleges in the group The number of colleges in the pool that have been Places Filled 81920479 27 Viewing Pool Information Created On allocated to applications The date the pool was created Closed On The date the pool was closed Closed By AUTO – the pool has been closed automatically because all the college places have been allocated [username] – the pool has been closed manually. The field will contain the name of the user who closed the pool 7.1.1 SUMMARY INFORMATION This form displays summary information on the pool, how many college places it contained, and how many of those places have been allocated to date. Click on form. Click on to open the Allocation View - Pool Allocation Summary to return to the Allocation View and Pool Reset form 7.1.2 DETAIL The form lists the applications that have been allocated a college in the pool. Super Users can also use this form to manually close a pool. (See Section 8 below) 81920479 28 Viewing Pool Information Click on to open and view the details in the Allocation View - Pool Allocation Detail form . Click on to return to the Allocation View and Pool Reset form 7.1.3 AUDIT INFORMATION The screen lists the group definitions and the course exclusions that were in place when the pool was created. Click on Click on 81920479 to open the Allocation View - Pool Audit Details form to return to the Allocation View and Pool Reset form. 29 Manually Closing a Pool 8 Manually Closing a Pool This option is only available to the GOCAT Super User Responsibility It may be necessary to manually close a pool before all the places have been allocated. For example, a pool may become ‘stuck’ if the only colleges with places left in the pool do not accept for the programs of the unallocated applications. The secondary pool will start to fill places for the programs of the unallocated applications, but the primary pool cannot close until the final place is filled, and this could eventually result in increasing numbers of unallocated applications. In this circumstance the best course of action may be to close the primary pool manually so that the unallocated applications are allocated in a new pool. Pools may also need to be closed if they have become ‘stagnant’. This is likely to happen when the number of applications to be allocated each day is very low, usually at the beginning or end of the application cycle. If there is a low volume of applications, some colleges may not be allocated any applications for a long period. This is most likely for the ‘low’ group where they have received their allocations from one pool and will not receive any new ones until the next pool is created. This shouldn’t be an issue as these colleges have chosen to not receive a high level of applications. If a college in the ‘high’ group has filled all of its places very early in the pool, perhaps because it is one of only a few colleges which accept for a particular program, the pool may need to be closed to restart the flow of applications to that college. The final reason a pool may need to be closed is if there has been a significant change to the college groups and group membership, eg if a lot of colleges have opted out from receiving applications because they are full. This change in setup will only be reflected once a new pool is created. If the volume of applications being allocated is low, which is likely at the point in the year when colleges are opting out, a new pool may not be created for some time. By manually closing both the primary and secondary pools you are forcing the new setup to be enforced immediately. The manual closing of a pool should only be used if absolutely necessary as it will affect the overall number of applications allocated to a college during the admissions year. For example, if Christ Church College is set up to receive 6 applications, but has only received one when the pool is manually closed, the college will not receive the agreed number of applications for that particular pool. All pool closures should be discussed with the Head of Graduate Admissions. 8.1 Opening the Allocation View and Pool Reset form Log into GOCAT, see section 2 above Select GOCAT Super User Responsibility The Graduate Open College Application Tool Menu will appear. 81920479 30 Manually Closing a Pool Select Allocation View and Pool Reset in the Graduate Open College Application Tool Menu Click on The Allocation View and Pool Reset form with be displayed It is possible to customise the view using the Interactive Report function, search for a record and download the data to a .csv file. Customised views can be saved for future use. See Appendix for detailed instructions on all these functions. 8.1.1 CLOSING THE POOL Click on to open the Allocation View - Pool Allocation Detail form for the pool to be closed 81920479 31 Manually Closing a Pool If the pool is open the button will be displayed Click on The following message will be displayed: Click on OK to return to the Allocation View and Pool Reset form. The pool status will change to Closed and the date the pool was closed and by whom will also be displayed. 81920479 32 Run College Allocation Process Manually 9 College Allocation Process An automatic process is set to run overnight, and carries out following tasks: Allocates a college to an application Updates OSS if the allocation is successful Creates a log of the completed tasks and emails the log to a specified mailbox Closes a pool if full and creates a new pool The process can be run manually at any time by a Super User using the Run College Allocation option. (See 9.3 below.) This option is only available to the GOCAT Super User Responsibility 9.1 Viewing the log file Each time the allocation process runs a log file is created and emailed to the following email account: [email protected]. The log contains information on all successful allocations and any failures which may need user intervention. Staff in GAF will use this information to notify UABs when their applicants have been allocated to a college. The log file is only created when the allocation process is run, either automatically or manually. A log file is not created when forcing an allocation using the Unallocated Applications option. 9.2 Notifying UABs of allocations Applicants who submit an open application will have OPEN listed on their coversheet in place of a college. GAF need to notify the UAB once a college has been allocated. UABs will then update the coversheet manually before sending it to the allocated college. 9.2.1 FINDING OUT WHERE APPLICATIONS HAVE BEEN ALLOCATED Once the GOCAT concurrent request has completed it will send an email with two files attached to [email protected] The two files which are attached are a log file and an allocation file. Below is shown an example of the log file and the allocation file. 81920479 33 Run College Allocation Process Manually The log file is a text file showing all the allocations which were made, the total number of allocations which were written to OSS; any applications which were allocated but the information was not uploaded to OSS; any other exceptions and the details as to what errors have occurred; An allocation file lists the applications which have been allocated, showing the applicant’s name, program, UAB and allocated college. This list is ordered by UAB and then by course: The generated email will flag if there have been problems in the subject line. 81920479 34 Run College Allocation Process Manually If there have been no problems with the request, the email will read: 9.2.2 NOTIFYING UABS OF ALLOCATIONS Once the GOCAT process has completed and produced the log files, this information must be passed onto the UABs. Extracting the information: Move the email to ‘GOCAT allocations’ to ensure only one person sends the notifications Open the allocation email Save a copy of the log file (text file attachment) in G:\Admissions\Student Systems\GOCAT\2010-11\Log Files Open the allocation file (csv attachment) Save an excel copy of the file Systems\GOCAT\2010-11\allocation files Change the name by adding the date it was received at the end: in G:\Admissions\Student Use the format YYYYMMDD. There is some data in the spreadsheet that UABs will not need. This information needs to be hidden before the data is sent to UABs. 81920479 35 Run College Allocation Process Manually Expand all columns in the spreadsheet by clicking on the small triangle at the top left of the spreadsheet. Hover the mouse over the line separating columns A and B until your cursor changes shape, then double click Hide columns F-H by selecting all three columns, right click and select hide. The columns will disappear from view but not be deleted. Identify all of the allocations for a particular UAB. Hide rows above in order to copy the headings along with the data. Highlight the rows including the headings, right click the mouse and select copy. Where possible, to help UABs if they wish to print off the email, reduce the column widths as much as possible for their contents. Sending the email: Create a new message in Outlook using the template response 76 GOCAT successful allocations notification.txt (shown in italics below). 81920479 36 Run College Allocation Process Manually Dear [UAB administrator name] The following applications have been allocated to colleges via the Graduate Open College Application Tool (GOCAT). These applications are either open applications which have had a ‘grad offer’ recorded on OSS recently, or applications which have been rejected by the first college and have now been reallocated: [paste info from spreadsheet] Please update the applicant(s) coversheet(s) with the allocated college name and forward it to them. Colleges are now able to view the applications which have been allocated to them via the Submitted Graduate Applications Data View. For further information about Graduate Open College Applications please see the Graduate Admissions and Funding Handbook http://www.ox.ac.uk/restricted_access/graduate_admissions_and_funding/” To retain the formatting carried out in the above steps, Paste Special must be used (as opposed to Paste) Move the cursor to the point in the text where the information is to be pasted (shown in red above) Click on Paste/Paste Special The Paste Special dialogue box will appear Select Microsoft Office Excel Binary Worksheet Object from the menu Click OK 81920479 37 Run College Allocation Process Manually The table should now appear in the email as follows: Add a subject line to the email of ‘College Allocations’ Update the Dear [UAB administrator name] section with the appropriate name. Insert appropriate email address Click on Send Once all the emails have been sent, file them in the GOCAT Allocations – GOCAT Processed - appropriate month folder, together with the automated email and attachments. 9.3 Running the College Allocation Process Manually Log into GOCAT, see section 2 above Select GOCAT Super User Responsibility The Graduate Open College Application Tool Menu will appear. The available options will depend on the responsibility selected. This example shows the menu options available to the GOCAT Super User Responsibility. 81920479 38 Run College Allocation Process Manually Select Run College Allocation in the Graduate Open College Application Tool Menu Click on The Run the College Allocation Process will be displayed: Click on The following message will be displayed Click on OK to submit the process or Cancel to return to the Run the College Allocation Process form. The following message will be displayed Click on to return to the main menu. The log file and allocation file will be generated as with the automated process, and UABs should be notified as detailed above. 81920479 39 Appendices 10 Appendix 10.1 Using the Interactive Report functions The Interactive Report function can be used to customise the views, search for a record or download the data to a .csv file. 10.1.1 SEARCHING FOR A RECORD(S) Open the required form (see relevant section for details) Click in the criteria field, and type in the information required, ie: if searching for Balliol College, type in BALL. Click on 81920479 40 Appendices Only Balliol College will appear in the list and details of the filter will be displayed. To return to the full list, remove the tick. The filter will remain displayed, but not active. To re-apply the filter, tick the box To delete the filter, click on 10.1.2 SPECIFYING THE NUMBER OF ROWS DISPLAYED Click in the Rows field and a menu will appear. Select the number of rows to be displayed Click on An icon will appear in the bottom left of the form to move to the next batch of rows, if appropriate: 10.1.3 ADDITIONAL MENU OPTIONS Click on the Tools drop down menu for more options 81920479 41 Appendices Use to specify which column(s) will be displayed Column: Select the column the filter is to be applied to Operator: Select operator, eg: = Expressions: Select the required item Select a column for a subheading. Eg: Select course to produce a list sorted by course number. Highlight specific columns or rows When a customised view has been created it can be saved for future use. Click on Save, enter a name for the view and click on Apply. This view can then be selected or removed at any time. Reset the reports back to the default settings. Displays help information Download the data to a .csv file, which can then be saved as an Excel spreadsheet. 81920479 42 Document Information 10.2 Managing UAB requests to opt out of GOCAT UABs may request that applications rejected by the first college are excluded from further processing by GOCAT and this will allow a DGS to allocate a college independently of GOCAT. This functionality is managed through the Program Groups function. 10.2.1 TO OPEN THE PROGRAM GROUPS FORM To Access OSS Open Internet Explorer Type the following in the Address bar: https://www.studsys.ox.ac.uk/ The Single Sign-on sign-in window will be displayed: Enter the following details in the corresponding fields: User Name: enter your Webauth user name Password: enter your Webauth password Click on The University of Oxford Single Sign-On Confirmation box will be displayed: 81920479 43 Document Information Click on Select Click on Press [F11] and in the Program Group Code field enter UAB_EXCL Press [CTRL] + [F11] to retrieve the group 81920479 from the list of responsibilities to open the Program Groups form 44 Document Information A list of programs already excluded from GOCAT will appear in the lower half of the form: To add the program to the group: Move the cursor to the lower part of the form Click on Add the program code or select the program code from the LOV Click on 81920479 to create a new blank line to save and close the form. 45 Document Information 10.3 Opening up a Program of Study to a College If a college wishes to accept an applicant for a program which it does not normally offer, the program must first be included in the list of Course Exclusions, and then the program of study can be amended on OSS to include the college. 10.3.1 TO OPEN THE BASIC PROGRAM FORM To Access OSS Open Internet Explorer Type the following in the Address bar: https://www.studsys.ox.ac.uk/ The Single Sign-on sign-in window will be displayed: Enter the following details in the corresponding fields: User Name: enter your Webauth user name Password: enter your Webauth password Click on The University of Oxford Single Sign-On Confirmation box will be displayed: 81920479 46 Document Information Click on Select Click on from the list of responsibilities The Basic Program Details form will be displayed Press [F11] and enter the program code Press [CTRL + F11] to search for the program Click on The Program Offerings form will be displayed Ensure the correct Calendar Type and Program Offering Instance is selected 81920479 47 Document Information Click on The Program Offering Patterns form will be displayed Scroll down to the required college Tick all boxes to the right of the college If the program is offered both full and part time, ensure the correct one is selected. Click on 81920479 to save and close the form. 48 Document Information Document Information This document is subject to change – amendments will be apparent from a change in version numbering. Revision Changes Revision Date Version Number Summary of Changes Changed By 20 Sep 10 V0.4 First draft to be sent to GAF for approval AEH 10 Jan 11 V1.0 Entered final changes as requested by Sally AEH Stubbs, GAF. Removed the word DRAFT from all pages 5 Feb 11 V1.1 Added section on excluding a program from AEH GOCAT at the request of the UAB 14 Mar 11 V1.2 Added changes as requested by Sally AEH Stubbs 9 Sep 11 V2.0 Final approval by Sally Stubbs 81920479 AEH 49
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