seirbhísí tf ucducd it services ucd infoview information session 2009 management information team

Seirbhísí TF UCDUCD IT Services

UCD InfoView Information Session 2009

Management Information Team

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Purpose of Session

• Introduce you to InfoView

• Describe how InfoView can be used effectively

• Highlight how InfoView can support different roles

• Explain how to find information

• Inform you how to request information

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Overview of Session

• What is UCD InfoView?

• Information available for Roles

• MIS Team

• Business Support Teams

• Information Requests

• Institutional Research

• InfoView and Data Protection

• How do I use InfoView? (Demonstration)

• Additional Training Available

• How do I get Help?

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What is UCD InfoView?

• Comprehensive information exists in UCD to support all user activities

• InfoView provides a one-stop shop to this information

• Online web-based reporting tool enabling on demand access

• Available through UCD Connect via secure single sign-on

• No software install required - uses standard browser

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What is UCD InfoView?

• Provides information pertinent to your particular role at your fingertips

• Suites of reports exist to support activities for:– Finance (eFinancials)– HR/Payroll (Core)– Student (Banner)– Research (RMS)

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Information available for my Role?

• Various standard roles exist within InfoView

Sample Roles Reports Available

Head of School/UnitCollege PrincipalNominated Cost Centre Managers

- HR Staff Management Reports- Cost Centre Management Reports

College/School Office Staff - Student Registration Information- Curriculum Information – School Focus- Online Applications- Gradebook

Programme Office Staff - Student Registration Information- Curriculum Information – Prog. Focus- Online Applications- Gradebook

Module CoordinatorsAssistant GradersAcademic Staff

- Registration Information- Gradebook- DSS Support Report

Principal Investigators - Research Account Financial Status Reports

Research Administrator - Research Management System Reports

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Information available for my Role?Sample Report Suites Description of Report Suite

HR Staff Management Reports To assist Heads in the management of the HR function in their School or Unit

Cost Centre Management Reports Provide summary and detailed financial info to assist Heads in the management of cost centres in their School or Unit

Student Registration Information Provide detailed and summary information to support all aspects of student registration activity

Curriculum Management Information

Support activities surrounding the Curriculum Management function in Registry

Gradebook Support the Gradebook assessment process from detailed grading reports to statistical analysis of grade distribution

Online Student Applications Provide information on Online Student Applications process (direct entry)

Research Account Financial Status Provide Principal Investigators with the full financial picture of their research accounts

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Who are the MIS Team

• Responsible for delivery of information from university systems in a structured, reliable and easily accessible way 

• Includes operational and administrative reporting as well as dash boarding.

• Aim to provide clear, timely, relevant information to support processes and decision-making at all levels in the organisation

• Aims to meet the needs of over 2000 users of information across the University

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Who are the MIS Team

Name Role Extn Contact

Joyce Downey Project Manager 1631 Joyce.downey@ucd.ie

Frank Desmond Project Manager 1509 Frank.desmond@ucd.ie

Emma Hurley Report Developer/ Programmer

1465 Emma.hurley@ucd.ie

Catherine McDonnell

Report Developer/ Programmer

1659 Catherine.mcdonnell@ucd.ie

Amy Forde Report Developer/ Programmer

1510 Amy.forde@ucd.ie

Adrienne Wilson Report Developer/ Programmer

1511 Adrienne.Wilson@ucd.ie

• BSTs exist in Student, Finance and HR areas

• Work closely with MIS Team on information requests

• Help identify if your info request can be met by an existing report

• Channel information requests through to InfoView reporters in the relevant areas.

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Business Support Teams (BSTs)

Request Info relating to: Contact Business Support Team

Student Administration business.support@ucd.ie

HR/Payroll hris@ucd.ie

Finance accounts.queries@ucd.ie

• If you request information on Research or other areas not listed below, please contact the MIS Team at infoview@ucd.ie

• Outline your requirements as completely as possible

• Email the relevant Business Support Team below

• Provide a completion date and priority for request

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Information Request

Request Info relating to: Contact Business Support Team

Students business.support@ucd.ie

HR/Payroll hris@ucd.ie

Finance Finance.systems@ucd.ie

• If you request information other areas not listed above, please contact the MIS Team at infoview@ucd.ie

Maura McGinn - Director of Institutional Research

Role established in Presidents Office in 2007.

Functions are:

• Management of institutional research & analysis function within the University

• Analyse qualitative data about the University

• Provide data support for University planning and management activities

• Inform and support University decision-making

• Report statistical information to government bodies and to the public

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Institutional Research

Director of Institutional Research Contact

Maura.McGinn@ucd.ie 1088

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InfoView and Data Protection

• Rena Lohan - University Records Officer

• Relates only to personal data

• Access restricted to authorised users only

• No sharing of access codes (username/passwords)

• Downloading restricted to UCD equipment

• Protect screen and printouts

• Restrict printing and destroy by shredding

• Be aware of UCD data protection policy and procedures at ucd.ie/dataprotection

University Records Officer Contact

Rena.Lohan@ucd.ie 1694

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How do I use InfoView? (Demonstration)Demonstration to Cover

• Access/Login

• Navigation – Folders v Categories View

• Open/Refresh Report

• Navigation on Report - Drilling

• PDF v HTML View

• Printing

• Saving to Excel

• Closing Reports

• Searching Report Names

• Logging Out

• Highlight Contact Details at bottom

• Highlight Data Protection Statement

• Highlight Data can’t be changed

• Mac Users

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Additional Training Available

• Self learning demo available on our web site

www.ucd.ie/itservices/infoview

• Training on new suites of report provided as part of roll-out

• ‘Just in Time’ training available at certain times of year e.g. Gradebook Reporting

• Functional training on specific report areas available on request

• Data Protection training available from

Rena Lohan – University Records Officer

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How do I get Help

Email our dedicated support email

infoview@ucd.ie

Review our Web Site FAQs

www.ucd.ie/itservices/infoview

Contact any member of the MIS Team for assistance

Questions

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