CHAPTER 1. Tableau Account Creation

Transcription

1 CHAPTER 1 Authors & Contributors Department Research & Grants Research & Grants Name Cathy Copeland Grayson Court Periodic Review Annual or as needed Revision History Department Required Name Date Research & Grants Grayson Court 9/14/2017 Research & Grants Grayson Court 6/15/2018 This document is developed by the Office of Research & Grants. The Library provides version history and access to materials and discussions captured during protocol development 1.0 Scope: The purpose of this guide is to create a Tableau account for a user. 2.0 Materials/Software/Supplies: 2.1. Computer with Internet access through browser Some browsers are more compatible with this software than others. Please use Chrome, if possible. Page 1 of 10

2 3.0 Equipment: 3.1. Computer with internet access 4.0 Safety: 4.1. Remember to take frequent breaks from computer use to prevent eye strain! 5.0 Procedure: Required FERPA Training 5.1. If necessary, turn on the computer. If using an LWTech computer, enter your login information Please allow one hour to complete this training You inbox should have an message from This message will look similar to the message shown in Figure 1. Figure If you did not receive the or are unable to find the message, please navigate to your client and send a message to Josephine Kiu (josephine.kiu@lwtech.edu). In this message, please request access to LawRoom FERPA training. See Figure 2 for a sample . Please allow one week for the training to be sent to you If Josephine is not available, please contact Cathy Copeland (cathy.copeland@lwtech.edu) or Meena Park (meena.park@lwtech.edu) 2 of 10

3 Figure You will then receive a message from Lake Washington Institute of Technology donotreply@lawroom.com with a due date and link to the course. See Figure 3 for the top of the Please note: You may need to look in your Junk or Clutter folder to access the training. 3 of 10

4 Figure Scroll to the bottom of the to access the training (Figure 4). Figure Click on the training to go to the LawRoom training. You will then go to the LawRoom website and be prompted to create an account. Create the account and login When you log in, you will see your available courses. Click on FERPA BASICS and begin the course (Figure 5). Use the highlighted tools to navigate through the training. 4 of 10

5 Figure When you click Next you will see more instructions. You can complete the training in multiple sittings (Figure 6). Figure The training has 3 parts, starting with Education Records (Figure 7) The sections are: Education Records, Permitted Disclosures, and Students Rights You will need to complete all sections to get a Tableau login. Each section has a quiz at the end. 5 of 10

6 Figure When you complete each section, you will be asked to take a quiz (Figure 8) but you are not yet complete with the course. Figure Click next to access the Course Complete page (Figure 9). 6 of 10

7 Figure Click PRINT CERTIFICATE (highlighted in Figure 9) to obtain a copy of your course completion. You will need this to secure a Tableau login Download your certificate and save it to a place you will be able to find it. Do this by clicking the download button highlighted in Figure 10. Figure 10 7 of 10

8 5.13. Save your certificate as cert_ferpa_yourlastname (Figure 11) Figure When this is complete, you can exit the training by clicking Exit in the upper right hand corner (Figure 12). Figure The training is now complete. LawRoom will show you your complete courses and you can log out of the system (Figure 13). 8 of 10

9 Figure You are now ready to secure your Tableau login. Please review section 6 for additional details. 6.0 Procedure: Obtaining a Tableau Account 6.1. Attach your certificate of completion to an and send it to Cathy Copeland and cc Grayson Court (Figure 12). Please use Tableau account creation in the subject line Their s are cathy.copeland@lwtech.edu and grayson.court@lwtech.edu If you are not able to access your certificate of completion, you can send a screenshot of your LawRoom completion instead If you are not able to access that or if you are not able to login to LawRoom, please contact Josephine Kiu (josephine.kiu@lwtech.edu) or Meena Park (meena.park@lwtech.edu). 9 of 10

10 Figure Your login will be your LWTech You will receive an from either Grayson Court or Cathy Copeland confirming your account This should be sent within two business days; please allow additional time if you receive an out-of-office reply. If you need immediate assistance (e.g. your training is the next day), please contact the person listed in the out-of-office reply You will receive your password when you attend the training session To sign up for a training sessions, please see s invites or the calendar invites from Rhonda DeWitt in the s titled Employee Workshops Weekly Update For s from Rhonda, please respond to her with the session you would like to attend You are now ready to attend a Tableau training session! 7.0 Contacts for troubleshooting 7.1. If you have any trouble with this procedure, please contact Grayson Court or Cathy Copeland for assistance Their s are cathy.copeland@lwtech.edu and grayson.court@lwtech.edu. 10 of 10