Difference between revisions of "Academic Effect"

Revision as of 15:56, 21 July 2015 (view source) Admin (Talk | contribs) (→‎Affirm) ← Older edit		Revision as of 15:57, 21 July 2015 (view source) Admin (Talk | contribs) (→‎Affirm) Newer edit →
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	Once users select a self study they can then view and edit the project for each standard by clicking on the VIEW button. <br />		Once users select a self study they can then view and edit the project for each standard by clicking on the VIEW button. <br />
−	'''Project Fields available to edit''' <br />	+	'''Project Fields Available to Edit''' <br />
	'''Status:''' The status of the project; choices include Nothing Entered, Draft, Final and In Review <br />		'''Status:''' The status of the project; choices include Nothing Entered, Draft, Final and In Review <br />

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Revision as of 15:57, 21 July 2015

Terms

Applications 

A group of features gathered into a single installable unit. Formally called Workspaces.

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.

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.

Rights 

An individual privilege assigned to roles. For example, the Administrator role might have the right to edit users.

Project Owner 

A right granted to the user who creates a project. The Project Owner can view and edit the project.

Project Author 

A right granted to a user that allows them to view and edit the project.

Project Reviewer 

A right granted to a user that allows them to view a project.

Affirm 

Breaks the standards out into projects and complete data entry for each standard, in preparation for the accrediting body to review.

Align 

(define this application)

Document 

(define this application)

Effect 

Used to implement effective evaluation theory. Often. Academic and Performance assessment.

Intent 

Group can get together to formulate a strategic plan. Create a high level strategic plan.

Reflect 

Post Mortem analysis. Analyze past performance.

Verify 

Enter facility and show they are qualified to teach

Structure 

The settings for individuals and organizations.

Effect Report 

Goals 

(define)

Objectives 

(define)

Supported Initiaives 

(define)

Standards (Supported Initiative) 

(define)

General Education (Supported Initiative) 

(define)

Institutional Priorities (Supported Initiative) 

(define)

Strategic Initiatives (Supported Initiative) 

(define)

Measures 

(define)

Standards 

Collections 

a way to group standards

Official Standards 

a standard added and maintained within the system

Public Standards 

A local standard that was published for everyone.

Local Standards 

A standard added by an organizaiton.

Roles

User 

An individual who has authentication access to the Academic Effect application framework.

Basic User 

This is typically a customer with access to applications associated to the user's Institution. Access to Structure Profile and Structure Templates.

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).

Verify Facilitator 

This is typically a basic user granted special privileges in the Verify Application to add data for degrees, but cannot verify it.

PC Admin 

(Consider renaming Account Admin) This is typically the customer's administrator. They are a basic user with the following additional rights

• Review rights for all projects within the same organization
• Can view and modify account information in Structure
• Can generate an API access Key in Structure
• Access to the CIP code list in Structure
• Access to the Standard list in Structure
• Can modify profile fields of users within the organization, including fields to
  • Change PC Admin rights
  • Change Verify Manager rights
• Access and Modification of the Annual Special Report List in Structure
• Access to the Institutional Priorities List in Structure
• Access to the Strategic Plan List in Structure
• Access to the Degree List is Structure
• Update Analysis Questions

• 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.

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.)

Account Data Structure and Onboarding

Accounts (organizations) 

The organization record is the primary repository for account information

How To Create a new Account

• Use the Account Creation tool from the admin site to setup a new Account
  • log in as a Super User
  • Go to /admin > Manage Addons > Performance Cloud Account Creation > click on Account Creation Tool
  • Fill out and submit this form
  • (tbd) the Account's PC Admin will receive an email inviting them to create a password and finish onboarding through the Structure section
  • (tdb) If Weave Support needs access to the Account, they should login using the Impersonation Tool for the account's PC Admin

User Data Structure

Users 

A user is a Contensive people record.

• A user's organization is determined by the organization selected in their people record.
• A user's applications are set in the user's organization.

Organization (Institution) 

is a Contensive Organization, found under Manage Users > Organizations.

• An organization's applications are set in the organization's workspaces tab. Users have to logout and log back in to see this change.

How To Create a User

• Create a basic user for the correct organization.
  • log in as a PC Admin for the organization with which the user is needed.
  • go to Structure > Manage Users > Click the Add button at the bottom.
• If the user needs to be a PC Admin or Super User, go the the backend of the site and upgrade them
  • Go to /admin
  • Navigator > Manage Users > click on People
  • search for the user
  • click Edit to modify the user's record
  • Check the appropriate permission (right) on the Permissions tab

Authentication and Security

There are three methods of authentication: Native, LDAP (future), and CAS (future)

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

LDAP 

(future)

CAS 

(future)

Applications

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)

Affirm

Affirm enables organizations to develop self studies which are used to create accreditation reports. These self studies are based on collections of standards required for accreditation.

To get started users click on the AFFIRM tab in the menu. Next the user will select a self study from the drop down at the top right of the page. This will open up a list of all Affirm self studies based on a specific standards collection.

Users can also create new Affirm self studies by clicking the plus sign on the page. They then have the option of duplicating an existing self study or creating a new one based on a collection of standards not already used in an Affirm self study at their institution. To duplicate the self study, user will click on the DUPLICATE button, select the self study to duplicate and then type in the new Project Name and click SAVE. At this point the new self study will appear in the drop down at the top of the Affirm page. To create a new self study, users will click on the CREATE NEW button, select the standards collection to use, type in the project name and click SAVE. This collection will now appear in the drop down at the top of the Affirm page.

Once users select a self study they can then view and edit the project for each standard by clicking on the VIEW button.

Project Fields Available to Edit

Status: The status of the project; choices include Nothing Entered, Draft, Final and In Review

Set Compliance: Shows the level of compliance with the represented standard; choices include Not Indicated, Compliance, Does Not Meet, Exceeds, Meets, Non-Compliance, Not Implemented, Not Indicated, Partial Compliance, Partially Implemented, Widely Implemented.

Narrative: Users can enter text to describe how they are working to meet the represented standard.

Related Projects: Users can click the + sign to add projects related to this Affirm project. To add the project, click the check box next to any related project and click ADD SELECTED. The selected projects will then be listed under Related Projects and are accessible by clicking on the symbol next to the project name.

Attachments: Users can upload any documents related to this Affirm project by selecting the folder and document and then clicking ATTACH TO PROJECT for any files already uploaded to Academic Effect. To Upload files from a drive, users will click the BROWSE button, select the file and select a folder for saving the document. The user then clicks START UPLOAD to complete the upload process. Next, select the document and click ATTACH TO PROJECT.

Project Collaborators: If users want colleagues to have access to the project, they will click the INVITE COLLABORATORS button, select the user, specify whether they are an author or reviewer and click ADD SELECTED. The names of all collaborators will be displayed in the Project Collaborators section. If they want to remove collaborators, they will also click the INVITE COLLABORATORS button and then select REMOVE. They will see a list of all current collaborators. To remove one, select that one and click REMOVE SELECTED.

Comments: Users can post comments by typing in the comments field and clicking POST.

Once all changes are made, the user will click SAVE to save the updated project.

Align

Dashboard

The dashboard is a default application that lists all the user's projects, and all the applications installed for the user's account.

Document

Data Structures

Documents 

Documents are records in the Documents content, in the Performance Cloud Collection

Folders 

Folders are records in the Document Folders content, in the Performance Cloud Collection

Institutional Documents ; (tbd)

Permissions

Owner 

(tbd)

Author 

(tbd)

Reviewer 

(tbd)

Collections

Institutional 

(tbd)

My Collection 

(tbd)

Shared with Me 

(tbd)

Document Sharing

Sharing Collections, Folders and Files 

(tbd)

Receiving Shared Collections, Folders and Files 

(tbd)

Effect

Execute

Reflect

Report

Structure (settings)

My Profile

Account Information

Application Settings

Manage Users

Messaging

Password Policies

Reporting Periods

Templates

Reflective Prompts

Courses

General Education

Institutional Priorities

Improvements Achieved

Organization Settings

Sources of Evidence

Standards

Strategic Initiatives

Think

Verify

Administration Tasks

Create a new account 

(tbd)

Create a new user 

(tbd)

Data Structure

Academic Ranks

Simple name/id list of academic rank selections

Accreditation Chapter Shelf

Reserved for future use.

Accreditation Chapters

Reserved for future use.

Accreditation Shelf

A simple name/id list, uses as an attribute of Accreditations.

Accreditations

Additional Websites

Analysis Questions

Annual Special Report

Application Alerts

Argument Statuses

Assessment Approval Statuses

Assessment Comments

Assessment Document Rules

Assessment Goal Comments

Assessment Goals

Assessment Objective Comments

Assessment Objective General Education Rules

Assessment Objective Institutional Priority Rules

Assessment Objective Meta Data

Assessment Objective Meta Data Achievement Statuses

Assessment Objective Meta Data Approval Statuses

Assessment Objective Standard Rules

Assessment Objective Strategic Plan Rules

Assessment Objectives

Assessments

Authentication Methods

Campuses

Career Information

CIP Codes

Cited Document Index

Common Passwords

Compliance Levels

Contract Lengths

Countries

Course Rules

Courses

Credential Headers

Degree Institutions

Degree Rules

Degree Types

Degrees

Departments

Divisions

Document Access Rules

Document Bookmarks

Document Citation Coauthors

Document Citation Editors

Document Entity Rules

Document Folder Access Rules

Document Folder Rules

Document Folders

Document Makes

Document Source Material Types

Document Sources

Document Statuses

Document Types

Documentation Types

Documents

Domains

Employee Types

Employment Statuses

Entities

Ethnicities

Faculty

Faculty Course Rules

Faculty Statuses

Facutly Degrees

Folder Permissions

Genders

General Education Elements

Institutional Priorities

Institutional Roles

Intervals

Measure Source Evidence

Measure Source Evidence Rules

Measure Source Evidence Types

Members

Narrative Statuses

Objective General Education Element Rules

Objective Institutional Priority Rules

Objective Standard Rules

Objective Strategic Plan Rules

Organization Campuses

Organization Document Source Material Types

Organization Document Sources

Organization Document Statuses

Organization Institutional Roles

Organization Research Types

Organizations

Password Policies

People

Permissions

Prefixes

Projects

Research Types

Role Rules

Roles

Salaries

Standard Shelf

Standards

Standards Comments

Standards Contributors

Standards Document Rules

States

Strategic Plans

Suffixes

System Status

Tenure Statuses

Titles

Units

User Tasks

Users Guide

Workspace Organization Rules

Workspaces

Public API (future)