myAccreditation USER MANUAL www.aacsb.edu/myAccreditation

advertisement
myAccreditation
USER MANUAL
www.aacsb.edu/myAccreditation
TABLE OF CONTENTS
myAccreditation Access_______________________________________________________ 2
Landing Page _______________________________________________________________ 3
Dashboards _________________________________________________________________ 4
Volunteer Dashboard _________________________________________________________ 4
Institution Dashboard _________________________________________________________ 7
Notes ____________________________________________________________________ 8
Scope ____________________________________________________________________ 9
Assessment Navigation ______________________________________________________ 10
Navigation ________________________________________________________________ 10
Assessment Toolbar _________________________________________________________ 11
Tracking Progress ___________________________________________________________ 12
Data Entry ________________________________________________________________ 13
Documents _________________________________________________________________ 14
Attaching and Uploading Documents_____________________________________________ 15
Document Association _______________________________________________________ 17
Viewing Documents ____________________________________________________19
Comments __________________________________________________________________ 20
Adding a Comment and Visability Settings__________________________________________ 21
Submitting an Assessment____________________________________________________ 22
SECTION 23
TITLE
Additional Resources________________________________________________________
myAccreditation Access:
www.aacsb.edu/myAccreditation
Log in using your email address and your myAACSB password.
Who can access?
The Official Representative (OR), Official Designee (OD), Head of Business (HOB) support staff, Accounting
Administrator (AA), and Accreditation Coordinator have immediate access to myAccreditation. If you are unsure
if you fall into one of these roles, please review the FAQ’s section at www.aacsb.edu/myAccreditation. For
additional user access, the OR can submit a request by emailing myAccreditation@aacsb.edu.
2
myACCREDITATION ACCESS
Landing Page
Upon login, you will be taken to the myAccreditaiton landing page. What you initially see will depend on the role(s)
you hold with AACSB.
Volunteer—If you hold a volunteer role (mentor, peer review team member, committee member) and have
the appropriate relationship with an institution, you will be taken to the page shown in the image below.
This will allow you to choose how you wish to enter the system. Clicking Enter as a Volunteer will take
you to information pertaining to your current volunteer assignments, including mentor and peer reviewer
assignments. If you hold a committee member position, this will be your default volunteer landing page.
Institution—If you only have a relationship with your primary institution, you will be taken directly to your
institution’s dashboard. Clicking Enter as an Institution will take you to your school’s landing page, showing
information related to your institution’s accreditation.
SECTION TITLE
You can also utilize the icons at the top of the screen to navigate between the roles.
myACCREDITATION ACCESS
3
Dashboards
The Volunteer Dashboard allows you to see information on institution(s) for which you are assigned as a
volunteer. If you hold a committee role, the Volunteer Dashboard will default to the committee member view.
One or more dates may appear
beneath Committee Meetings.
These dates reflect upcoming meeting
dates for your committee. A date will
only appear if items have been assigned
for that meeting. If multiple dates are
displayed, clicking on a date box will
show the items scheduled for review on
that selected meeting date. Meetings are
listed in chronological order.
The Items for Review section displays
the items scheduled for review on the
selected meeting date. Each block will
display the school name, the item to
be reviewed, and the names of the
committee liaison, committee reader, and
the staff liaison.
4
DASHBOARDS
Volunteer Dashboard
Clicking on the item to be reviewed will take you into the institution’s submitted assessment. Similarly,
the Related Items link will display a list of historical information for the institution. The section titled
Assessment Navigation on page 10 will provide details on how to navigate through those items. When
reviewing submitted assessments the responses will be read-only.
If you have more than one volunteer role, the My Role drop-down menu allows you to toggle between roles.
For example, if you are assigned as a mentor and/or to a peer review team role, you can select the applicable
role from the drop-down menu to view the appropriate information.
DASHBOARDS
5
Volunteer Dashboard
The view for a mentor and a peer review team member are similar. Volunteers holding those roles will see
information pertaining to their accepted volunteer assignments, including the name of the institution, the type
of accreditation (business or accounting), the name of the institution’s staff liaison, and a Tasks section.
The Tasks section will show all items you are required to complete, along with the due date for those
items. For a mentor, a Mentor Visit Report may be listed. For a peer review team, a Team Visit Report may
be listed. The Tasks section also displays other items related to the institution, similar to what is seen in
the Committee Member View. Clicking items in the Tasks section will open those items for you to review or
complete. Note that any applicable related items are available here also.
6
DASHBOARDS
Institution Dashboard
The Institution Dashboard, shown below, allows you to see assessments (applications/accreditation
submissions) that are in progress and/or completed for your own institution. Under the In Progress header you
will see your items due, including the due date. Under the Completed header you will see the items previously
submitted and the submitted date. Clicking on an assessment will open it in a new tab (or window) in your
browser. When clicking on a completed assessment, it will open in read-only mode.
The Cases drop-down menu allows schools to toggle between business and accounting accreditation, if
applicable to your school. Note that business and accounting accreditation are separate applications in
myAccreditation, and one must use the drop-down menu to enter either application. You can see contact
information for your AACSB staff liaison and either your peer review team members or mentor, depending on
your stage in the accreditation process.
DASHBOARDS
7
Notes
You can create notes for your dashboard that are
viewable to your institution only. This tool may be useful
as you and colleagues are working on an application/
report or perhaps if you are between applications/
reports. To review or enter Notes, click on the Notes link
on your institution’s dashboard.
You will then be directed to the Notes screen. You can enter comments in the available text box, then click Add.
The note will then become part of your Notes library. To exit Notes, you can use the breadcrumb trail at the top
of the screen and select Institution, or use your browser’s back button.
8
DASHBOARDS
Scope
An institution’s included and excluded scope is entered within the applications, and will transfer through to
other reports and documents in the process. Your scope is always viewable at the bottom of your institution’s
dashboard.
If for any reason there may be the need to edit the scope, please contact your school’s AACSB staff liaison,
who can then make the scope available for editing.
DASHBOARDS
9
Assessment Navigation
Navigation through an assessment can be found on the left side of the window. Some sections can be
expanded and collapsed to access/hide additional content. Clicking on a section will load the section’s first
page.
The Previous and Next buttons will also allow you to navigate through the assessment.
10
ASSESSMENT NAVIGATION
Assessment Toolbar
At the top of the page, you have the following options:
> Share—Share the application/report for viewing only with various audiences: AACSB staff,
mentor, peer review team, and committee
> All Documents—View all items that were uploaded as attachments to this particular
assessment/application (this will open in a new tab or window)
> Print PDF—Print a PDF copy of the assessment/application
> Print Word—Print a Word copy of the assessment/application
> Print PDF Blank—Print a PDF copy of the assessment/application without the responses
> Print Word Blank—Print a Word copy of the assessment/application without the responses
The options will be similar for each of the assessments you are required to complete and submit for
AACSB Accreditation. Within each assessment you have the ability to answer questions and save your
changes.
ASSESSMENT NAVIGATION
11
Tracking Progress
The progress bar above the left-hand navigation will show how much of the overall assessment has been
completed. Some assessments have color-coded checkmarks next to certain sections that indicate the level
of completion of those pages.
The Submit button appears at the bottom left of the navigation but will only be activated once the assessment
is 100 percent complete. Please note that ONLY the Official Representative can click Submit. The submit button
will be grayed out for all other users.
Complete
In Progress
Not Started
12
ASSESSMENT NAVIGATION
Data Entry
To save changes, click the Save button in the lower right-hand corner. Clicking Previous or Next will
automatically save changes before taking you to the requested page. Additionally, clicking through to the next
consecutive assessment in the navigation bar on the left-hand side will also save any changes. Please note: no
autosave feature exists, so it is vital that one of the save options is utilized in order to keep work saved.
Most questions within the assessments require a narrative response. These questions provide an HTML editor
above the text box, allowing you to format text, including font styles and bulleted or ordered lists. You can also
cut and paste content into the text box. Images and tables do not paste into the text box and should be included
as a document upload (see more information on page 14).
ASSESSMENT NAVIGATION
13
Documents
A Documents link appears above most of the questions in an assessment. This allows you to attach
documents to the assessment and reference them to specific questions. Please note the individual file size
limit of 5 MB per uploaded document. Some documents are mandatory and are factored into the percentage
complete on the progress bar.
14
DOCUMENTS
Attaching and Uploading Documents
Once you click the Documents link, a new window will appear. Click Upload Document.
A prompt will appear to Add Files.
From here, you can search your computer or network drives to find the document(s) you wish to upload.
DOCUMENTS
15
Attaching and Uploading Documents
Select the document(s) you would like to upload. Then click Open. Next, you should name the uploaded
document(s) and then click Upload & Close.
When naming documents, please take consideration of the naming convention used, as all documents
uploaded become part of a larger document library (All Documents).
You will then see the uploaded document(s)
under the Available Documents column within
the Document References window.
16
DOCUMENTS
Document Association
To associate the document
with the question that is
being answered on the
assessment, click the
blue arrow next to the
document name.
Clicking Save will close
the window and return
you to the assessment.
The Documents link above
the question will update
to display the number of
documents associated with
that question.
All documents associated
with the assessment will be
displayed in the left-hand
pane of the Document
Reference window
(Available Documents).
All documents associated
with the question will be
displayed in the righthand pane (Referenced
Documents).
DOCUMENTS
17
Document Association
To delete documents, they must be in the Available Documents column. For documents listed in the
Referenced Documents column, you must be within that particular question for it to show as referenced.
You can then use the blue arrow to move the document to the Available Documents column, and then
click Save.
Click on the Documents link above the particular question, then proceed to delete the file by clicking the
blue X. A confirmation window will appear. Click OK and then Save.
18
DOCUMENTS
Viewing Documents
Users have two options to view uploaded documents.
Within the All Documents window, the Referenced Documents column will show the specific question that
a document is associated with.
If looking at the Document
References screen by clicking on a
question’s Document link, only the
documents related to the specific
question you are presently in will
show in the Referenced Documents
column. The number of referenced
documents in that column will
correspond with the number shown
as the document count.
DOCUMENTS
19
Comments
Next to the Documents link is a Comments link that allows you to provide comments or questions.
Commenting is available with the option to make comments viewable to no one (other than self), to own institution,
to committee, to mentor, to peer review team, or to AACSB staff.
20
COMMENTS
Adding a Comment and Visibility Settings
At the top of the Comments window, you can enter comments into the system. Below the Comments text box,
you can select the individuals/roles who will have access to the comment. The comment will be visible only to
the selected roles. If no audience is selected, it is only visible to the author of the comment.
Available roles are:
> School—Allows school users for the institution being assessed to see the comment
> Committee—Allows committee members assigned to the case to see the comment
> Mentor—Allows the mentor assigned to the case to see the comment
> PRT—Allows peer review team members assigned to the case to see the comment
> AACSB Staff—Allows AACSB staff members to see the comment
Once the comment is entered and the appropriate roles for viewing are selected, click Add and the comment will
be saved. The comment will show with an author and date stamp.
Clicking the blue X in the upper-right corner will close the window and return you to the assessment window.
The Comments link above the question will update to display the addition of a comment associated with that
question.
COMMENTS
21
Submitting an Assessment
Once the assessment has reached 100 percent completion, only the
Official Representative (OR) has the ability to submit the item. The
Submit button will show blue for the OR, while it will be grayed out for
all other users.
When the assessment has been submitted successfully, a new tab with
a confirmation screen will appear.
Additionally, the assessment will move to the Completed column under
the institution’s Tasks.
22
SUBMITTING AN ASSESSMENT
Additional Resources
For myAccreditation technical support, email or call:
myAccreditation@aacsb.edu | + 1 813 769 6546 USA
For helpful tutorials, frequently asked questions, online user guides, and additional information:
www.aacsb.edu/myAccreditation
Quick troubleshooting:
•Make sure you are using one of the four supported Internet browsers: Chrome, Firefox, Safari, or
Internet Explorer.
•Check that another colleague is not in the same assessment at the same time, as there is the possibility
to save over existing uploaded responses.
•There is a 5 MB file size limit per document.
•Review that every text box has been answered, even if you must enter “none,” “not applicable,” or “0”
in some fields. Empty text boxes or tables may be preventing you from reaching 100 percent completion.
•For content questions or inquiries related to your school’s accreditation and/or application process,
please contact your school’s AACSB staff liaison.
•Watch the brief informational tutorials on www.aacsb.edu/myAccreditation for additional useful
details.
ADDITIONAL RESOURCES
23
World Headquarters
Tampa, Florida, USA
+1 813 769 6500
Asia Pacific Headquarters
Singapore
+65 6592 5210
Europe, Middle East, and Africa Headquarters
Amsterdam, The Netherlands
+31 20 2170980
www.aacsb.edu/myAccreditation
Download