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UCD InfoView Information Session 2010

UCD InfoView Information Session 2010. Management Information Team. 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. Overview of Session.

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UCD InfoView Information Session 2010

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  1. UCD InfoView Information Session 2010 Management Information Team

  2. 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

  3. 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?

  4. 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

  5. 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)

  6. Information available for my Role? • Various standard roles exist within InfoView

  7. Information available for my Role?

  8. 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

  9. Who are the MIS Team General Contact: infoview@ucd.ie

  10. 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 • If you request information on Research or other areas not listed below, please contact the MIS Team at infoview@ucd.ie

  11. Information Request • Outline your requirements as completely as possible • Email the relevant Business Support Team below • Provide a completion date and priority for request • If you request information other areas not listed above, please contact the MIS Team at infoview@ucd.ie

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

  17. Questions

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