UCD InfoView
Information Session 2010
Management Information Team
UCD IT Services
Seirbhísí TF UCD
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 or request information
2
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?
3
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
4
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)
5
Information available for my Role?
• Various standard roles exist within InfoView
Sample Roles
Reports Available On
•Head of School/Unit
•College Principal
•Nominated Cost Centre Managers
- HR Staff Management
- Cost Centre Management
- Research Management/Activity
•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 Coordinators
•Assistant Graders
•Academic Staff
- Registration Information
- Gradebook
- DSS Supports
•Principal Investigators
- Research Account Financial Status
•Research Administrator
- Research Management System
6
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
Research Management/Activity
Reports
Provides summary and details of research
accounts, grants registered, proposals, research
staff and publications to assist College Principals
& School Heads in managing research activity
Student Registration Information
Provide detailed & 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
7
Who are the MIS Team
• Responsible for delivery of information from
university systems in a structured, reliable and
easily accessible way
• Aim to provide clear, timely, relevant information
to support processes and decision-making at all
levels in the organisation
• Primarily involved in project work
• Aims to meet the needs of over 2000 users of
information across the University
8
Who are the MIS Team
Name
Role
Extn
Contact
Maria McDonald
Head of MIS
1482
maria.mcdonald@ucd.ie
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 Carroll
Report Developer/
Programmer
1510
Amy.carroll@ucd.ie
Adrienne Wilson
Report Developer/
Programmer
1511
Adrienne.Wilson@ucd.ie
General Contact: infoview@ucd.ie
9
Business Support Teams (BSTs)
• 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 existing report
• Channel information requests through to InfoView reporters in
the relevant areas
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
10
Information Request
• Outline your requirements as completely as possible
• Email the relevant Business Support Team below
• Provide a completion date and priority for request
Request Info relating to:
Contact Business Support Team
Students
business.support@ucd.ie
HR/Payroll
hris@ucd.ie
Finance
finance.systems@ucd.ie
Research
ucdresearchservices@ucd.ie
• If you request information other areas not listed above,
please contact the MIS Team at infoview@ucd.ie
11
Institutional Research
Maura McGinn - Director of Institutional Research
Role established in Presidents Office in 2007
Functions are:
• Analyses data and statistics about the University
• Provides University management with information to support
strategic planning, policy formation and decision making
• Reports mandatory statistical information to government
bodies
• Coordinates responses to enquiries for University related
information
Director of Institutional Research
Contact
Maura.McGinn@ucd.ie
1088
12
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
13
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
14
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
15
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
16
Questions
17