HDR Online Progress Report User Guide - For Faculty Associate & Sub Deans

HDR
ONLINE PROGRESS
REPORT USER GUIDE
FOR FACULTY
ASSOCIATE AND SUB
DEANS
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1 To Review an online Progress Report
Log on to the MyResearch site
https://myresearch.csu.edu.au/RMENET/
1. Select the HDR Tab at the top
2. Click on the progress review button
3. Click on the link to the required student progress report
Note that you can search the list using the name or student number using the normal find function
2. Working with an online progress report
2.1 Components of the report
The report is divided into a number of components:
1. Information area: information about the progress report
2. Toolbar: the RMENET toolbar
3. Report tree: the sections and pages of the report in a tree format
4. Report content: the form itself
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2.2 Information area
Information displayed in the Information area:
Progress Report Title
Progress Report Status
Report status showing the current report state
2.3 Toolbar
The RMENET toolbar provides the tools for the user to access report form-related functions:
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ICON
NAME
DESCRIPTION
Next Page
Go to the next page in the form
Previous Page
Go to the previous page in the form
Save
Save the application
Application
Comments
Comments that apply to the application overall
Reports
Reports menu to select and run a report, reports include ability to
print the whole application, application comments, attached
documents and review outcomes.
Page Comments
Comments that apply to the current page
Help
Help for the page or for the question
Exit
Exit the application and return to the Applications home page.
2.4 Report navigation
The left hand panel shows the structure of the report in a tree format and allows access to the
progress report actions. It has two tabs, ‘Form’ and ‘Action’.
COLUMN
DESCRIPTION
Form
This tab shows the form structure in a tree format
Action
This tab shows workflow actions available in the current workflow state
Expand
Click to expand the eForm tree fully
Collapse
Click to collapse to eForm tree
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Form Tab
The Report tree structure shows:
1. Sections: a section is a group of pages
2. Pages: a page contains elements; each page on the screen is a report page. An element is an
individual item that you need to enter data into. It may be a text box, radio button or checkbox.
The default setting of the application tree shows the report tab content
The currently open report section is expanded to show the pages within it
Other sections are collapsed
The report is open to the first page of the form
As the user moves through the application the status of each page is indicated by the icon on the left.
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ICON
DESCRIPTION
All answers in the page are valid
There are mandatory questions in the page that have not been answered
The page has not been visited
2.5 Report content
The content of the Report is the pages with their elements. One page at a time is shown in the
content
area.
3. Navigating a Report
You have several options to move through the report form:
1. Toolbar: the Previous and Next arrows on the toolbar
2. Report content page: The Previous and Next arrows are placed on the bottom right hand of the
page
3. Report tree: You can move to any other page in the report by expanding a section and clicking
on the desired page in the section.
4. Entering data in the Report
The content of the report is displayed prominently on the page. The user works through the report
page by page by using the navigation menu or arrows on the page.
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4.1 Key features to remember when using the Report form:
1. Saving Data
The data collected by the report is automatically saved when the user goes to another page.
You can also use the toolbar Save icon at any time to save the data you have entered.
2. Mandatory Questions
Mandatory questions are questions that must be answered for the report to be complete.
These questions are marked with an asterisk, i.e. *.
The point at which all mandatory questions must be answered is when the user submits the
report for processing. Until then the user can save the report without answering mandatory
questions.
4. Question and Page visibility
The progress report can show questions or pages depending on the answer to another
question. If the user answers Yes to certain questions another question regarding further details
would dynamically appear. If the user answers No the questions will not appear.
5. Errors and Warning messages
These are displayed in red on the top of the page. In the example shown below, the user has
attempted to submit an incomplete application to the review process.
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4.Action Tab
The progress report actions available to the user in the application’s current workflow state are shown
on the Action tab.
To perform an action the user clicks on the relevant link. If there are no actions allowed this tab will be
blank.
5.Comments
As Faculty Sub Dean you may return the report to a student or supervisor with comments attached for
further information.
To access comments click on the page comments icon
5.1 Comment Flags
Coloured flags are used to indicate that there are page level comments in areas in the application
tree. There is a flag against each page that has comments and against the section if there is a flagged
page within it. The colour of the flag indicates the priority of the comment.
If there are comments of various priorities on a page or section, the highest priority coloured flag will
be shown. The following diagram shows Comment Flags:
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The following table describes the use of Comment Flags for page specific comments:
5.2 Using the comments dialogue box
Comments are accessed in a pop-up dialogue box. In the dialogue box the user can;
Add a new comment,
Edit an existing comment made in the current workflow state, including delete the comment.
Comments made in the current workflow state are “active”,
Flag a comment as “Responded”,
Flag a responded comment as “Resolved”,
Edit “inactive” comments made in other workflow states,
View all comments made against the report,
Add, edit or view confidential comments
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Not all of these actions will be available to all users.
The following screenshot and table describe the comments dialogue box for page comments.
5.3 Close the Comments Dialogue
To close the Comments dialogue and click the OK button in the bottom right below the comments list.
An unsaved comment will not be saved when you close the Comments dialogue box. Make sure you save your comment
first.
5.4 Adding a new comment
1. Click the New Comment link on the left above the comments list.
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2. Enter the comment details:
a. Select Action Note.
b. Enter the comment in the Comments box. Up to 4000 characters can be entered.
c. Click to save the comment or to cancel the action and not save the comment.
5.5 Edit a comment
Click on the comment body in the list to open the comment and edit it. Only comments created in the
current workflow state can be edited unless the user has permission to edit “inactive” comments.
5.6 Delete a comment
Click the delete icon to the right in the comments list to remove the comment. Only comments
created in the current workflow state can be deleted.
5.7 View a comment
To view a comment the user can
Click on the blue text to open the edit box and view the comment.
Hover the mouse over the blue comment text and view the comment in a “tool tip”
5.8 Filter comments for view
Select ‘Unresolved’ in the drop down list to view comments that are not flagged as ‘Resolved’.
5.9 Actioning an ‘Action’ type Comment
5.9.1 Respond to an Action Comment
To flag an Action comment as ‘Responded’ (amber flag) tick the check box on the left to select the
comment and click “Mark Selected Comments as Responded”.
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5.9.2 Resolve an Action Comment
To flag an Action comment as ‘Resolved’ (amber flag) tick the check box on the left to select the
comment and click “Mark Selected Comments as Resolved”.
5.9.3 Close the Comments Dialogue
To close the Comments dialogue and click the OK button in the bottom right below the comments list.
An unsaved comment will not be saved when you close the Comments dialogue box. Make sure you save your comment
first.
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