Quick start guide - multi-program status reports - copy

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Quick-Start Guide
Multi-Program Status Report

2. Multi-Program Status Report
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Table of Contents
About the Multi-Program Status Report…………………………………………………………….3
Run a Report on a Single Individual…………………………………………………………………4
Individual Report Results………………………………………………………………………...4
Run a Report on a New Group of Individuals………………………………………………………7
Group Report Results………………………………..……………………………………...……7

3. Multi-Program Status Report
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About the Multi-Program Status Report
The Multi-Program Status Report provides information about the Program enrollment for an
individual or group of individuals. This report displays information about the number of
requirements of a DRF that have been submitted and the number of evaluations that have been
completed.
To begin, click TS Coordinator from the top menu bar.
From the TS Coordinator page, click DRF Program Reports.
Then click Multi-Program Status Report link from the Work Status and Author Activity section of
the Reports page.
To generate a report for a single individual or group of individuals, you must first identify the
individuals.

4. Multi-Program Status Report
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Run a Report on a Single Individual
1. Type the name of the individual you want to report on and click Continue.
2. The Author or Author(s) matching your search will appear. Select whom to report on.
Individual Report Results
The top of the report lists the name of the individual on whom you ran the report. The first column
includes the names of all of the Programs you chose to include in the report.
For each Program, the summary view displays vital information.
 The Program completion status
 The current cumulative DRF score
 The number of DRF items submitted for evaluation
 The number of submitted items that have been evaluated
 The number of items awaiting evaluation out of the total number of accessible items
 The Overall Folio Evaluation completion status, if applicable.

5. Multi-Program Status Report
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When viewing a single Author, use the Filter By pull-down options to see all evaluation results for
each DRF area within a DRF Program. To process your selection, click Go.
Summative Status View (show only Program Author is enrolled in)
This default view displays summary status information for the Programs the Author is enrolled in.
 Enrolled?
 Program Complete?
 Cumulative DRF Score (to Date)
 Submitted
 Submitted not yet evaluated
 Sent Back for Revision
 Final Evaluation Complete
 Overall Folio Eval. Complete?
Summative Status View (all Programs)
This view displays summary status information for the Programs the Author is enrolled in and lists
Programs the Author is not enrolled in (out of the list of Programs selected when running this
report).
 Enrolled?
 Program Complete?
 Cumulative DRF Score (to Date)
 Submitted (this column shows the total
number of categories or requirements
to which the selected Author has
access)
 Submitted not yet evaluated (this
column shows the total number of
categories or requirements to which
the selected Author has access)
 Sent Back for Revision (this column
shows the total number of categories
or to which the selected Author has
access)
 Final Evaluation Complete (this
column shows the total number of
categories or requirements to which
the selected Author has access)
 Overall Folio Evaluation Complete?

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Detailed Results View (show only Program Author is enrolled in)
This view displays status and evaluation information on the categories or requirements within the
DRF Programs in which the Author is enrolled.
To view only those areas that have an evaluation marked as final or reconciled, select the Show
only items marked final/reconciled checkbox.
 Program
 Evaluation Status
 Last Evaluation Date
 Evaluator
 Evaluator ID
 DRF Area
 Evaluation Result

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Run a Report on a New Group of Individuals
1. In the Current Selections scroll box, click Add Individuals to begin building your report criteria
list. You can remove individuals as needed by clicking Remove Individuals.
2. Enter a name for the group you run a report on and click Continue.
3. Select the DRF programs you wish to include in the report and click Continue.
Group Report Results
The report provides information for each Author you selected, based on all Programs included in
the report. Each Author is not necessarily enrolled in all Programs included in your report. The top
of the report lists the total number of Programs included in the summative view of the Program.
The first column displays the names of the Authors included in your report.
For each Author(s), you can view key information.
 The number of Programs the Author is
enrolled in.
 The number of items the Author has
submitted for evaluation.
 The number of items evaluated
 The number of items awaiting evaluation
vs. the total number of accessible items.
 The number of Overall Folio Evaluations
that have been completed for the Author,
all out of the total number possible for the
Programs included in the report.
 For information on a specific Author, click
the name of the Author from the Author
Name column.