hdr online progress report user guide for students and supervisors

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HDR

ONLINE PROGRESS

REPORT USER GUIDE

FOR STUDENTS AND

SUPERVISORS

Research Office – HDR online Progress Report – User Guide

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1.To Create 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 create progress review button

3. Click on the link to the new progress report that will appear here

*Students only create the online progress report

Working with an online Progress Report

2. 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

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2.1 Information area

Information displayed in the Information area:



Progress Report Title



Progress Report Status



Report status showing the current report state

2.2 Toolbar

The RMENET toolbar provides the tools for the user to access report form-related functions:

Research Office – HDR online Progress Report – User Guide

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ICON NAME

Next Page

Previous Page

Save

Application

Comments

Reports

Page Comments

Help

Exit

DESCRIPTION

Go to the next page in the form

Go to the previous page in the form

Save the application

Comments that apply to the application overall

Reports menu to select and run a report, reports include ability to print the whole application, application comments, attached documents and review outcomes.

Comments that apply to the current page

Help for the page or for the question

Exit the application and return to the Applications home page.

2.3 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

Form

Action

Expand

Collapse

DESCRIPTION

This tab shows the form structure in a tree format

This tab shows workflow actions available in the current workflow state

Click to expand the report tree fully

Click to collapse to report tree

Research Office – HDR online Progress Report – User Guide

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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 you move through the application the status of each page is indicated by the icon on the left.

Research Office – HDR online Progress Report – User Guide

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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

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. You work through the report page by page by using the navigation menu or arrows on the page.

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 you submit the report for processing. Until then you can save the report without answering mandatory questions.

Research Office – HDR online Progress Report – User Guide

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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.

5. Action Tab

Research Office – HDR online Progress Report – User Guide

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The progress report actions available to the user in the application’s current page are shown on the

Action tab.

To perform an action the user clicks on the relevant link. If there are no actions available this tab will be blank.

6.Comments

The Faculty Sub Dean may return the report to a student or supervisor with comments attached for further information.

To access comments click on the page comments icon

6.1 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

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The following table describes the use of Comment Flags for page specific comments:

6 .2 Actioning an ‘Action’ type Comment

6.2.1 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

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6.2.2 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”.

6.2.3 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.

Research Office – HDR online Progress Report – User Guide

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