School/Centre/Faculty Administrator's guide to MyResearch (RMENET)

Administrator’s Guide to MyResearch
Document Change History
Version
1.0
1.1
Date Modified
28/05/2012
26/06/2012
Description
Initial release of document
Added Section 1.1.1 to explain how a person’s profile can be viewed
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Administrator’s Guide to MyResearch
This guide is an attempt at comprehensive documentation of all administrative options available in
MyResearch. It is to be utilised by School & Centre Administrators and Heads of Units (i.e. Faculty Deans,
Heads of Schools, and Centre Directors) who wish to understand how to interpret information presented in
MyResearch. If you would like to request clarification on elements of MyResearch not clearly explained in
this guide we encourage you to provide feedback by visiting the http://www.csu.edu.au/research/myresearch/
web page and utilising the feedback form therein.
Information in this guide should be used in conjunction with Researcher’s Guide to MyResearch, as many
of the elements and views are synonymous.
As with Researchers, you will be presented with the Main View on logon. The Main View displays, at a high
level, all Modules available to you. In this case, your Administrator profile enables you to view the Personnel
and Projects modules. Based on your level of Administrative access, of which there are three, you will see
different options available in each module. These differing options and required access level are listed below.
Each option will be explained in detail later in the guide.
School & Centre Administrators (including HOS and Centre Directors)
Personnel module – DA Show My Department
Projects module – DA Show All Projects
Centre Administrators only (including Centre Directors)
Personnel module – CA Find Department (Refer to Appendix A)
Faculty Administrators (including Deans)
Personnel module – FA Show My Department, Show My Faculty
Projects module – FA Show All Projects
Page 2 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Section 1.1: Find Person
One of the first options that appear in the Personnel module is Find Person. This view allows you to search
for any staff member that is recognised, by the CSU Human Resources Information System (HRIS), as being
under your organisational unit’s employment. Two key elements on this screen that allow you to search for a
person are Staff ID, represented by the Code field, and Name, represented by the Name (includes) field.
Staff ID must be the eight digit employee number allocated to the person by Human Resources. Name can
be any combination of letters representing all or part of the person’s name. For example, in order to search of
John Smith you may enter “smi” or “ohn” or “John” or “Smith”. The more information you provide the better
your chances will be of finding the correct result.
Note: Centre Administrators and Centre Directors, at present, are unable to search for their members,
affiliates, or any other academics not directly under the Centre’s employment, using the Find Person option.
This is largely due to Centre and Academic relationships not being captured in the CSU HRIS. As a
workaround, the CA Find Department option, in the Personnel module, has been introduced. Please refer
to instructions set out in Appendix A.
Alternatively, you may leave both these fields empty to search for all employees working for your
organisational unit.
Section 1.1.1: Person Profile
Once presented with a list of personnel matching your search criteria above, you have the ability to view a
profile of your person of interest. The Profile View displays a current snapshot of the following information:
•
•
•
•
•
•
•
Core person details (i.e. Staff ID, Gender, etc.)
List of projects categorised by project status (i.e. Successful Grant, Unsuccessful Application,
Pending Application, etc.)
Linked contracts (Not yet implemented)
Student supervision (In process of implementation)
List of publications (Not yet implemented)
Linked AOUs, as identified through Alesco
All current employment, as identified through Alesco
Page 3 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Section 1.2: DA & FA Show My Department
The second option available to all Administrators is DA Show My Department, and is synonymous to FA
Show My Department in every aspect documented below. This view allows administrators to view
summarised research project related information grouped at the AOU level. It is especially helpful if you’re
trying to view:
1.
How many projects your AOU is currently undertaking, grouped by Status of the project (i.e. Pending
Application, Successful Grant, Unsuccessful Application).
2. How many projects administered by your AOU, or involving your staff, have been closed-off, to date.
3. A list of all personnel presently employed by your AOU. Only current employment records are kept in
MyResearch. Alesco will be treated as source of truth for all historical employment records.
Page 4 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Clicking on the Current Personnel view will present you with a list of all staff currently employed by your
AOU. This list is updated daily based on an overnight personnel update process. In this view you may click
on any staff member’s Staff ID or Name to show the researcher’s Profile view. The Profile view consists of
many categories of research related information, namely:
•
Projects
•
Contracts (Not yet implemented)
•
Student Supervision (Not yet implemented)
•
Publications (Not yet implemented)
•
Employment
Page 5 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Clicking on the Current Projects view will present you with a list of:
•
all projects being administered by your AOU, as identified on the NTS
•
all projects involving your AOU’s staff, as recorded within Alesco
•
all projects where your AOU has been recorded as a party of interest
These projects are categorised by the current status of the project (i.e. Pending Application, Successful Grant,
Unsuccessful Application, Withdrawn Application, etc.). You may further manipulate the view by using the
header row to sort the results in your order of preference. Code signifies the project code (OPA number).
Title, as the name suggests, is the title of the project. Progress Status is a key element of note in this view.
This element indicates the current progress of the application through various “checkpoints”, in processing of
a grant applications. Some common values include:- App. to be approved by DVCR, App. Submitted to FB (Funding
Body), BAF approved by HoS, Project Active, etc.
Page 6 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Start Date and End Date fields represent the proposed start and end dates of the project. The Type field
represents various types of projects being managed by the Research Office. The Primary AOU field
represents Alesco’s CLEVEL code for the project administering organisational unit. The Key Contact field
displays the name of the Primary Investigator for each project.
To obtain a list of all past projects that have been closed-off click on the Closed-off Projects option in the
Views menu toward the left edge of your browser window.
Section 1.3: FA Show My Faculty
Finally, the last option, available only to Faculty level Administrative users, is FA Show My Faculty. It
displays the Managing Unit (MU) that you, as the administrator, have access to and all AOUs that
structurally reside under the MU. You have the ability to navigate through each of the listed AOUs and view
research projects being undertaken by its staff.
Once at the AOU level all options are similar to those described in Section 1.2: DA & FA Show My Department.
Page 7 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Section 2.1: RE Show My Projects
We now move on to the first option in the Projects module, RE Show My Projects. This option is
synonymous to the one explained in detail within Researcher’s Guide to MyResearch, and will not be
covered in this guide.
Page 8 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Section 2.2: DA & FA Show All Projects
The second option available in the Projects module is DA Show All Projects, and is synonymous with the
FA Show All Projects view in every aspect documented below. This option provides Administrative users
with the means to quickly perform a search for a project of interest. Simply provide details identifying the
project in one of fields.
•
Code accepts a 10 digit value representing the project code. It is sufficient to only provide a numerical
value without the leading zeroes.
•
Title accepts alphanumerical values that may exist in any part of the project title. You may perform a
wildcard search by including a ‘%’ symbol. For example, if I knew that the project I was interested in
contained the words Ecosystems and Delivery, I would type Ecosystems%Deliver in the Title field.
•
Fund Reference Number (unused at this stage)
Section 3.1: Summary
We have made an attempt at creating an all-encompassing guide to explain common elements that
you may encounter in your interactions with MyResearch (RMENET). However, if you believe
other elements may have been missed or current explanations need to be more comprehensive we
value
your
feedback.
Please
refer
to
the
MyResearch
webpage
(http://www.csu.edu.au/research/myresearch/) for details on how to leave feedback. You may also
use the feedback form to request particular types of report of interest to you.
Page 9 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Appendix A
Centre Administrator/Director workaround for locating personnel not directly
employed by the Centre
Background: Due to current HR processes, by which employment information is currently recorded in
Alesco, it is not possible for Centre Administrators/Directors to search for their members, affiliates, or any
other academics not directly under the Centre’s employment, using the Find Person option.
Locate and click the CA Find Department option from the Personnel module. Doing so will present you
with the below screen.
Now, enter the name, or some part of the name, of the CSU Organisation Unit (AOU) by which the person of
interest is employed. If your search yields only one result you will automatically be taken to the relevant
AOU view, however, if multiple results are displayed you may choose the relevant AOU hyperlink by clicking
on the name.
The AOU view allows you access a variety of information related to that AOU. The two options, as displayed
above, are for viewing Personnel and Project information. In each case, you will only be able to view
information accessible to you by virtue of your AOU affiliation. For example, you will not be able to view
projects being administered by other AOUs.
Page 10 of 11
Administrator’s Guide to MyResearch (RMENET)
Version 1.1
Click on the Current Personnel view on the left edge of the browser window. Locate your person of interest
and click on their Staff ID or Name for a view of the person’s research profile. Again, you will only be able to
view research projects that apply to your security level. If the person is conducting research for an AOU,
with no involvement from your AOU, you will not be able to see the project in the person’s Profile view.
Page 11 of 11