SAS Packet Depository System. Training Guide Personnel View September 2013

Transcription

1 SAS Packet Depository System Training Guide Personnel View September 2013 Updated September 26, 2013

2 Overview Process online Pro s Forms should be PDF ed & uploaded into system Flow of packet from department to central university Support can be embedded (URL in form) or scanned & uploaded. Greater Efficiency Tree s saved Shared Accessibility Secure 2

3 System Access Directly SAS Office of Administration webpage and data management Sign in NetID and Password If you need access, fill out access form available at and data management 3

4 Packet Main Listing Page Personnel View Filter Current cycle, All or particular years Clicking on Name brings list of documents page Upload More Files allows you to upload, view or delete individual files 4

5 List of Documents Personnel View List of Documents shows documents uploaded by dept Upload A&P Committee and Dean s Narrative Reports use to upload the A&P report and Dean s narrative when the time is right in the process Narrative Reviewer Section allows packets to be assigned to either Executive Dean or Executive Vice Dean. This page provides a list of all documents that have been uploaded. Back To Packet Main Listing button to go back to Main page. Upload More Files take you to the Upload Promotion/Appt with Tenure section. Delete The Packet ability to delete packet 5

6 List of Documents Personnel View Once A&P report and Dean s Narrative have been uploaded, Personnel has various functionality opened Submit Unlocks: allows depts to edit and resubmit individual files In order to unlock a specific file, go to the file name and check (click) the box under the Unlock? Column. Once the boxes have been checked off, hit the Submit Unlocks button. 6

7 List of Documents Personnel View Download All Packet Files: allows you to view the entire PDF packet as one single file. In order to search the packet, hit Ctrl+F on your keyboard. A blue box will appear at the upper right hand corner with the word FIND. Type in the word(s) you want to search for and hit the Next button. If the doc. recognizes the word, it will highlight the word(s). View A&P Committee: allows you to view what A&P views Create A&P Committee Snapshot: provides a point in time snapshot for the A&P Send to Old Queens: sends forms and support to Queens in this system 7

8 Narrative Draft Upload and Comments Personnel View When writing Narrative / comments, please write in a Word Doc and be sure to Save your work. Run the risk of losing your work as the System will timeout after approximately 1 hour. The Select Target dropdown is defaulted to Dean s level. If you want to make comments to the Department, make sure you select Department from the dropdown box. OR You can write comments in this box but system will timeout after 1 hr. To ensure you do not lose your work, please write in a Word doc, Save and upload file or copy and paste text in comments box. 8

9 Narrative Draft Upload and Comments Personnel View Academic Personnel can save their comments in a word doc. and copy and paste the text into the Comments box. Then click the Submit Comment Only button. OR Academic Personnel can write minimal information in the Comment box and then browse and upload the word doc. with comments. The name of the file will appear in the box and then click the Upload File and Submit Comment Button. 9

10 Narrative & Packet Comments Personnel View Once Comments have been made, At the bottom, Packet Reviewers can see all Narrative review comments. Dean s comments are on the top in reverse chronological order, followed by the department comments in chronological order. 10

11 Send to Old Queens Personnel View You can now see that the A&P Report and Dean s Narrative have been uploaded successfully. Academic Personnel can now send the packet to Old Queens by clicking the Send to Old Queens Button. 11

12 Review Complete Packet Personnel View Once the packet has been sent to Old Queens, Academic Personnel can download Old Queens ZIP file and/or go back to SAS Deans Review. In order to send to Review Complete, Must input Cycle Year and select the Reason, Either Review completed or Withdrawn from The dropdown box. 12

13 Questions? PROCESS QUESTIONS ACADEMIC PERSONNEL Barbara Lemanski or ) SYSTEM ACCESS ISSUES/QUESTIONS OFFICE OF ORGANIZATIONAL RESEARCH & DATA MANAGEMENT Nadia Meyer or ) Sunita Jagtiani or ) 13

14 The End THANK YOU!