Difference between revisions of "Academic Effect"

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==Terms==
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Academic Effect Development notes moved to http://AcademicEffect.kmaCloud.net
; Applications : A group of features gathered into a single installable unit. Formally called Workspaces.
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; Projects : A project is an group of tasks created in an application by and for a single user. It can be shared with other users.
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; Roles : A group of rights that can be assigned to a user as a unit. For example the Administrator role might have rights to all editing features.
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; Rights : An individual privilege assigned to roles. For example, the Administrator role might have the right to edit users.
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; Project Owner : A right granted to the user who creates a project. The Project Owner can view and edit the project.
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; Project Author : A right granted to a user that allows them to view and edit the project.
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; Project Reviewer : A right granted to a user that allows them to view a project.
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; Affirm : Breaks the standards out into projects and complete data entry for each standard, in preparation for the accrediting body to review.
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; Align : (define this application)
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; Document : (define this application)
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; Effect : Used to implement effective evaluation theory. Often. Academic and Performance assessment.
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; Intent : Group can get together to formulate a strategic plan. Create a high level strategic plan.
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; Reflect : Post Mortem analysis. Analyze past performance.
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; Verify : Enter facility and show they are qualified to teach
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; Structure : The settings for individuals and organizations.
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; Effect Report :
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<blockquote>
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; Goals : (define)
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; Objectives : (define)
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; Supported Initiaives : (define)
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<blockquote>
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; Standards (Supported Initiative) : (define)
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; General Education (Supported Initiative) : (define)
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; Institutional Priorities (Supported Initiative) : (define)
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; Strategic Initiatives (Supported Initiative) : (define)
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</blockQuote>
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; Measures : (define)
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</blockQuote>
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; Standards :
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; Collections : a way to group standards
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; Official Standards : a standard added and maintained within the system
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; Public Standards : A local standard that was published for everyone.
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; Local Standards : A standard added by an organizaiton.
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==Roles==
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; User : An individual who has authentication access to the Academic Effect application framework.
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; Basic User : This is typically a customer with access to applications associated to the user's Institution. Access to Structure Profile and Structure Templates.
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; Verify Manager : This is typically a basic user granted special privileges in the Verify Application in Structure and Verify to mark the Verified checkbox (more detail).
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; Verify Facilitator : This is typically a basic user granted special privileges in the Verify Application to add data for degrees, but cannot verify it.
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; PC Admin : (Consider renaming Account Admin) This is typically the customer's administrator. They are a basic user with the following additional rights
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<blockquote>
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* Review rights for all projects within the same organization
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* Can view and modify account information in Structure
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* Can generate an API access Key in Structure
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* Access to the CIP code list in Structure
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* Access to the Standard list in Structure
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* Can modify profile fields of users within the organization, including fields to
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** Change PC Admin rights
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** Change Verify Manager rights
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* Access and Modification of the Annual Special Report List in Structure
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* Access to the Institutional Priorities List in Structure
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* Access to the Strategic Plan List in Structure
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* Access to the Degree List is Structure
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* Update Analysis Questions
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* Can do everything in all of the apps (except duplicate projects they do not own).  Can add users and give all roles.  Full access in structure, etc.
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</blockquote>
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; Super User : This is typically Academic Effect support personnel. Legacy Rights - Can flit from account/subdomain to account/subdomain and see all. The only thing they cannot see fully are documents. (Future Rights - A basic user of a support/test organization, full administration site access with edit access to all site content,  plus access to the Impersonation Tool which lets a user authenticate as other users temporarily to duplicate support issues.)
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==Account Data Structure and Onboarding==
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; Accounts (organizations) : The organization record is the primary repository for account information
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===How To Create a new Account===
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* Use the Account Creation tool from the admin site to setup a new Account
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** log in as a Super User
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** Go to /admin > Manage Addons > Performance Cloud Account Creation > click on Account Creation Tool
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** Fill out and submit this form
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** (tbd) the Account's PC Admin will receive an email inviting them to create a password and finish onboarding through the Structure section
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** (tdb) If Weave Support needs access to the Account, they should login using the Impersonation Tool for the account's PC Admin
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==User Data Structure==
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; Users : A user is a Contensive people record.
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<blockquote>
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* A user's organization is determined by the organization selected in their people record.
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* A user's applications are set in the user's organization.
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</blockquote>
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; Organization (Institution) : is a Contensive Organization, found under Manage Users > Organizations.
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<blockquote>
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* An organization's applications are set in the organization's workspaces tab. Users have to logout and log back in to see this change.
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</blockquote>
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===How To Create a User===
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* Create a basic user for the correct organization.
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** log in as a PC Admin for the organization with which the user is needed.
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** go to Structure > Manage Users > Click the Add button at the bottom.
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* If the user needs to be a PC Admin or Super User, go the the backend of the site and upgrade them
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** Go to /admin
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** Navigator > Manage Users > click on People
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** search for the user
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** click Edit to modify the user's record
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** Check the appropriate permission (right) on the Permissions tab
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==Authentication and Security==
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There are three methods of authentication: Native, LDAP (future), and CAS (future)
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<blockquote>
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; Native Authentication : Requires a unique username and a password. To modify Native Authentication for a user, edit their people record and change the values of username and password. Note that username must be unique
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; LDAP : (future)
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; CAS : (future)
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</blockquote>
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==Applications==
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An application in Academic Effect is a group of common features installed as a unit to an organization. An installed application is run when a user in that organization clicks button in the header with the applications name. Applications are installed by editing the organization and checked the appropriate checkbox in the Workspaces tab. (formally called Workspaces)
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==Affirm==
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==Align==
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==Dashboard==
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The dashboard is a default application that lists all the user's projects, and all the applications installed for the user's account.
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==Document==
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===Files, Folders and Collections===
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; Documents : Documents are records in the Documents content, in the Performance Cloud Collection
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; Folders : Folders are records in the Document Folders content, in the Performance Cloud Collection
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<blockquote>
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* A user can see
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</blockquote>
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; Institutional Documents ; (tbd)
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===Permissions===
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; Owner : (tbd)
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; Author : (tbd)
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; Reviewer : (tbd)
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===Collections===
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; Institutional : (tbd)
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; My Collection : (tbd)
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; Shared with Me : (tbd)
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===Document Sharing===
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; Sharing Collections, Folders and Files : (tbd)
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; Receiving Shared Collections, Folders and Files : (tbd)
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==Effect==
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==Execute==
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==Reflect==
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==Report==
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==Structure (settings)==
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<blockquote>
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=====My Profile=====
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=====Account Information=====
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=====Application Settings=====
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=====Manage Users=====
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=====Messaging=====
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=====Password Policies=====
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=====Reporting Periods=====
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=====Templates=====
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=====Reflective Prompts=====
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=====Courses=====
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=====General Education=====
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=====Institutional Priorities=====
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=====Improvements Achieved=====
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=====Organization Settings=====
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=====Sources of Evidence=====
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=====Standards=====
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=====Strategic Initiatives=====
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</blockquote>
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===Think===
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===Verify===
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==Administration Tasks==
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; Create a new account : (tbd)
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; Create a new user : (tbd)
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==Data Structure==
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====Academic Ranks====
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<blockquote>
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Simple name/id list of academic rank selections
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</blockquote>
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====Accreditation Chapter Shelf====
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<blockquote>
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Reserved for future use.
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</blockquote>
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====Accreditation Chapters====
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<blockquote>
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Reserved for future use.
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</blockquote>
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====Accreditation Shelf====
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<blockquote>
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A simple name/id list, uses as an attribute of Accreditations.
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</blockquote>
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====Accreditations====
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====Additional Websites====
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====Analysis Questions====
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====Annual Special Report====
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====Application Alerts====
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====Argument Statuses====
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====Assessment Approval Statuses====
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====Assessment Comments====
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====Assessment Document Rules====
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====Assessment Goal Comments====
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====Assessment Goals====
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====Assessment Objective Comments====
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====Assessment Objective General Education Rules====
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====Assessment Objective Institutional Priority Rules====
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====Assessment Objective Meta Data====
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====Assessment Objective Meta Data Achievement Statuses====
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====Assessment Objective Meta Data Approval Statuses====
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====Assessment Objective Standard Rules====
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====Assessment Objective Strategic Plan Rules====
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====Assessment Objectives====
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====Assessments====
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====Authentication Methods====
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====Campuses====
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====Career Information====
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====CIP Codes====
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====Cited Document Index====
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====Common Passwords====
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====Compliance Levels====
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====Contract Lengths====
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====Countries====
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====Course Rules====
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====Courses====
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====Credential Headers====
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====Degree Institutions====
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====Degree Rules====
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====Degree Types====
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====Degrees====
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====Departments====
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====Divisions====
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====Document Access Rules====
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====Document Bookmarks====
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====Document Citation Coauthors====
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====Document Citation Editors====
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====Document Entity Rules====
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====Document Folder Access Rules====
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====Document Folder Rules====
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====Document Folders====
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====Document Makes====
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====Document Source Material Types====
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====Document Sources====
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====Document Statuses====
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====Document Types====
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====Documentation Types====
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====Documents====
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====Domains====
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====Employee Types====
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====Employment Statuses====
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====Entities====
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====Ethnicities====
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====Faculty====
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====Faculty Course Rules====
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====Faculty Statuses====
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====Facutly Degrees====
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====Folder Permissions====
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====Genders====
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====General Education Elements====
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====Institutional Priorities====
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====Institutional Roles====
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====Intervals====
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====Measure Source Evidence====
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====Measure Source Evidence Rules====
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====Measure Source Evidence Types====
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====Members====
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====Narrative Statuses====
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====Objective General Education Element Rules====
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====Objective Institutional Priority Rules====
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====Objective Standard Rules====
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====Objective Strategic Plan Rules====
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====Organization Campuses====
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====Organization Document Source Material Types====
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====Organization Document Sources====
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====Organization Document Statuses====
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====Organization Institutional Roles====
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====Organization Research Types====
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====Organizations====
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====Password Policies====
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====People====
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====Permissions====
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====Prefixes====
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====Projects====
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====Research Types====
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====Role Rules====
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====Roles====
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====Salaries====
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====Standard Shelf====
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====Standards====
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====Standards Comments====
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====Standards Contributors====
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====Standards Document Rules====
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====States====
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====Strategic Plans====
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====Suffixes====
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====System Status====
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====Tenure Statuses====
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====Titles====
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====Units====
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====User Tasks====
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====Users Guide====
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====Workspace Organization Rules====
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====Workspaces====
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==Public API (future)==
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Latest revision as of 15:38, 25 February 2016

Academic Effect Development notes moved to http://AcademicEffect.kmaCloud.net