PDR Project
INFORMATION SYSTEMS SERVICES
Postgraduate Development Record
Student & Staff Handbook
Postgraduate Development Record
Student & Staff Handbook
Information Systems Services
Author: PDR Team
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Student & Staff Handbook
Contents
Objectives ....................................................................................................................................... 7
Student Objectives ...................................................................................................................... 7
Academic/Supervisor objectives.................................................................................................. 7
Administrator Objectives ............................................................................................................. 7
Help & Support ............................................................................................................................... 8
ISS Helpdesk .............................................................................................................................. 8
Research Student Administration ................................................................................................ 8
Data Quality .................................................................................................................................... 8
Confidential Flag ............................................................................................................................. 8
Deceased Flag ................................................................................................................................ 8
What is the Postgraduate Development Record (PDR) ................................................................... 9
Student Section ............................................................................................................................ 10
Logging in ..................................................................................................................................... 11
Navigating through the system ...................................................................................................... 12
Home tab ...................................................................................................................................... 13
Monthly reports tab (optional)........................................................................................................ 14
Training tab ................................................................................................................................... 16
Reflections tab .............................................................................................................................. 18
Reflections tab .............................................................................................................................. 18
Upload tab .................................................................................................................................... 19
Symposia tab (optional) ................................................................................................................ 20
Feedback tab ................................................................................................................................ 21
Meetings tab ................................................................................................................................. 22
My uploaded files link .................................................................................................................... 24
My Milestones link......................................................................................................................... 25
Edit my web page link ................................................................................................................... 26
My Training Plan link ..................................................................................................................... 27
My Training Needs Analysis link ................................................................................................... 28
My Transfer Status link (does not apply to students undertaking Masterships by Research) ......... 29
FAQ (Frequently Asked Questions) link ........................................................................................ 30
Report an issue link ...................................................................................................................... 31
Banner details link......................................................................................................................... 32
Information Systems Services
Author: PDR Team
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History report link .......................................................................................................................... 33
Supervisor Section ........................................................................................................................ 34
Logging in ..................................................................................................................................... 35
My Students tab ............................................................................................................................ 36
Performance Feedback tab ....................................................................................................... 36
Home tab/Home link ..................................................................................................................... 37
Navigating through the system ...................................................................................................... 38
Monthly reports tab (optional)........................................................................................................ 39
Supervisor Signoff tab ............................................................................................................... 40
Supervision tab ............................................................................................................................. 41
Training & Events Log tab ............................................................................................................. 42
Symposia tab (optional) ................................................................................................................ 43
Feedback tab ................................................................................................................................ 44
Meetings tab ................................................................................................................................. 45
Editing Meeting Records ........................................................................................................... 46
Upload tab .................................................................................................................................... 47
Compliance link ............................................................................................................................ 48
Report an issue link ...................................................................................................................... 49
FAQ (Frequently Asked Questions) link ........................................................................................ 50
Uploaded files link ......................................................................................................................... 51
Milestones link .............................................................................................................................. 52
Training Plan link .......................................................................................................................... 53
TDNA (Training and Development Needs Analysis) link................................................................ 54
Transfer Status link (does not apply to students undertaking Masterships by Research) .............. 55
Banner details link......................................................................................................................... 56
Admin Section............................................................................................................................... 57
Logging in ..................................................................................................................................... 58
Navigating through the system ...................................................................................................... 59
General Administration.................................................................................................................. 60
Management tab ........................................................................................................................... 60
Training Events ......................................................................................................................... 61
Manage points tab (optional) ................................................................................................. 61
Add new events tab ............................................................................................................... 62
Information Systems Services
Author: PDR Team
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Student attendance ............................................................................................................... 63
Administrators ........................................................................................................................... 64
Supervisors ............................................................................................................................... 65
Institutes & Research Groups (optional) .................................................................................... 65
Student reps.............................................................................................................................. 66
Login Blocking list ..................................................................................................................... 67
Block tab ............................................................................................................................... 67
PG Symposium (optional) ......................................................................................................... 68
Report Types ............................................................................................................................ 69
Monthly Report Emails (optional) .............................................................................................. 70
Milestones ................................................................................................................................. 71
Apply Milestones in bulk ........................................................................................................ 71
Report & Monitor tab ..................................................................................................................... 72
Compliance ............................................................................................................................... 73
View usage information ............................................................................................................. 74
View Audit Log .......................................................................................................................... 74
Bulk report download ................................................................................................................ 75
Monthly Report Management (Optional).................................................................................... 77
Monitor Meetings ...................................................................................................................... 78
Calculate Points and Points information (Optional) ................................................................... 79
Points warnings......................................................................................................................... 79
Email tab ....................................................................................................................................... 80
Upload tab .................................................................................................................................... 81
Queries tab ................................................................................................................................... 82
Preferences tab ............................................................................................................................ 83
Student Administration .................................................................................................................. 84
Selecting a Student ....................................................................................................................... 84
Monthly reports tab (Optional) ....................................................................................................... 85
Training and Events Log tab ......................................................................................................... 87
Symposia tab (optional) ................................................................................................................ 88
Feedback tab ................................................................................................................................ 89
Audit tab ....................................................................................................................................... 90
Admin notes tab ............................................................................................................................ 91
Information Systems Services
Author: PDR Team
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History tab..................................................................................................................................... 92
Business Process ......................................................................................................................... 93
Appendices ................................................................................................................................. 100
Appendix A
Transfer Deadlines ......................................................................................... 101
Appendix B
Ethical Review Processes............................................................................... 102
Appendix C
Formal Reports on Student Progress .............................................................. 103
Appendix D
Recording of Formal Supervision Meetings..................................................... 104
Appendix E
Transfer Process ............................................................................................ 105
Appendix F
Recording Student Training ............................................................................ 106
Appendix G
Data Protection Act ......................................................................................... 107
Change Control ........................................................................................................................... 108
A copy of this document is also available electronically at
<http://www.leeds.ac.uk/rsa/induction_progressandmonitoring/forstaff/pdrs.html>
For information in alternative formats (for example, in braille, large print or an
electronic format), please email <insert email address>. You can also contact
us by fax (<insert fax number>) or by telephone (<insert phone number>).
Information Systems Services
Author: PDR Team
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Objectives
By the end of the manual, you will be able to carry out the respective tasks below:
Student Objectives
The PDR allows you to:
Manage your training plan
Upload files and reports
Track your own milestones
Request and record supervisory meetings
Record training
View any feedback you may have received
Maintain a personal web page
Academic/Supervisor objectives
The PDR allows you to:
Arrange meetings with students
Write up meeting notes
Upload files and reports
Signoff reports, give feedback to students
View training arrangements of your students
Administrator Objectives
The PDR allows you to:
Configure local settings
View the milestones for individual students
Create milestones as appropriate
Enable the transfer process
Run reports producing details of student progress
Monitor usage of PDR
Information Systems Services
Author: PDR Team
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Help & Support
If you have problems accessing the PDR or have problems with the performance of the system
then please contact the ISS Helpdesk:
ISS Helpdesk
Name:
ISS Helpdesk
Self Service:
http://helpdeskonline.leeds.ac.uk/
Tel:
33333
If you require advice about research student processes then please contact:
Research Student Administration
Name:
Catherine Mills
Tel:
0113-34-37970
Email:
[email protected]
Data Quality

Accuracy and paying attention to detail is extremely important when creating
and maintaining research information in the PDR. This data will be used
extensively for monitoring the progression of research student candidatures and
for internal reporting (Graduate Board etc). You should ensure data is input
accurately following the steps outlined in this manual.
Confidential Flag

The Confidential Flag indicates that there are issues with an individual
student that may affect their progression at the University. Please refer to
RSA staff for further information.
Deceased Flag

The Deceased Flag indicates that the Student is deceased. However, their
records are included in the PDR for completeness.
Information Systems Services
Author: PDR Team
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What is the Postgraduate Development Record (PDR)
The Postgraduate Development Record (PDR) is a University wide web based application
accessible to all Postgraduate Research Students and all Academic Staff who are involved in the
career of a research student (Supervisor(s), Postgraduate Research Tutors, internal and external
Examiners, Advisors, External Supervisors, Research groups, Members of transfer assessment
panel and Administrators.)
As a student, the PDR allows you to manage your training plan, upload files and reports, track your
own milestones, request and record supervisory meetings, record training, view any feedback you
may have received and maintain a personal web page.
Information Systems Services
Author: PDR Team
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