HDR ONLINE PROGRESS REPORT USER GUIDE FOR FACULTY ASSOCIATE AND SUB DEANS Research Office – HDR online Progress Report – User Guide Page 1 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 Research Office – HDR online Progress Report – User Guide Page 2 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: Research Office – HDR online Progress Report – User Guide Page 3 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 Research Office – HDR online Progress Report – User Guide Page 4 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. Research Office – HDR online Progress Report – User Guide Page 5 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. Research Office – HDR online Progress Report – User Guide Page 6 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. Research Office – HDR online Progress Report – User Guide Page 7 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: Research Office – HDR online Progress Report – User Guide Page 8 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 Research Office – HDR online Progress Report – User Guide Page 9 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. Research Office – HDR online Progress Report – User Guide Page 10 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”. Research Office – HDR online Progress Report – User Guide Page 11 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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