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Overview of Research Reporting Changes for TEE Release 1.0 Version1.4 10/10/2103.

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Presentation on theme: "Overview of Research Reporting Changes for TEE Release 1.0 Version1.4 10/10/2103."— Presentation transcript:

1 Overview of Research Reporting Changes for TEE Release 1.0 Version1.4 10/10/2103

2 Purpose The purpose of this information pack is to explain the status of research reporting following implementation of the new reporting tool (OBI) on Themis. The pack covers: –Scope of TEE work –Human ethics application report –Agreement queries –Reports still to become available and interim workarounds –Key display mechanisms used by OBI – ‘Dashboards’ and ‘Answers’ –Research supervisor registration reports –Next steps 2

3 What TEE is planned to deliver in reporting Release 1.0 Single Domain Operational Reporting (data used to manage processes) –Support customised and out of the box reports developed for consumption by central divisions, faculties and graduate schools –Enable key report ‘super users’ to access OBI to create report variations. Requires training and mentoring of super users in both business intelligence concepts and the OBI technology Release 1.1 Cross Domain Strategic Reporting (data used for competitive advantage) –Cross domain includes the facilitation of executive reporting, the executive dashboard, University Scorecards and defined ‘critical information needs’ as articulated in the University Plan. 3

4 What changes for Themis Research Reporting? TEE Principle for Themis Research is do no harm – ‘lift and drop’ from Oracle R11 to R12 Different - Human Ethics Application Printable Summary Report Different - Changed location for Agreement Reports Different - No more discoverer reports New - Data Warehouse & Reporting New - RHD Supervisor Registration Reporting Release 1.0 4

5 Human Ethics Application Printable Summary Report A single report replaces the six current application reports in 11i: –UOM RMS HE AP Minimal Risk – Application Summary –UOM RMS HE AP Program – Application Summary –UOM RMS HE AP Project – Application Summary –UOM RMS HE AP Project within Program – Application Summary –UOM RMS HE AP Registration – Application Summary –UOM RMS HE AP Transfer – Application Summary The one report works for all versions of an application –the ‘UOM RMS Amendment Form Generation’ report has been removed The new report is accessed through the workbench from within the application version not the reporting tab 5

6 Human Ethics Application Summary Report 6

7 Agreement Queries now Agreement Reports In R11i the Agreement workbench, My Active Agreements area, there were 4 short cuts available for each agreement to access reporting. In addition the workbench has 7 Agreement Queries that can be run. In R12 these reports are no longer accessed through the workbench. They are accessed through the Reporting tab. Where the user used to be able to click on the query icons to access a specific agreement without having to enter parameters, it is now necessary that they know either the Themis Agreement ID or GL code to enter into the reporting parameter 7

8 Agreement Queries – As per R11 8

9 Agreement Reports – in R12 9

10 Agreement Reports R11iR12 Employee by GL ProjectUOM Employee By Project GL Project Budget SummaryUOM GL Project Budget Summary GL Project Financial BalanceUOM Project Financial Balance GL Project TransactionsUOM GL Project Transactions Group Code Balances and Transactions †UOM Local Purpose Code Balances and Transactions Overdue DeliverablesUOM Overdue Deliverables Forthcoming DeliverablesUOM Forthcoming Deliverables GL Project Nominal BalanceUOM RMS GL Project Nominal Balance † This report not available at go-live 10

11 Temporary workarounds for missing reports Planned ReportWorkaround †UOM Local Purpose Code Balances and Transactions If the user has financial reporting access: FSG report for Local Purpose Code balances: R64 LPC PJTD 2013 R1.0 and A transaction report to provide transaction listing: UOM Account Analysis Report † This report not available at go-live 11

12 Discoverer G & C Reports in R11 These reports will be replaced in the future by OBI reports. However these reports were not ready for go- live so interim arrangements are in place 12

13 Interim replacement for Discoverer G & C reports reports will have weekly updated spreadsheets reflecting the same data sets presented in the Discoverer responsibilityhttp://mro.unimelb.edu.au/content/themis-research- reports As this is an interim workaround, it will be necessary for users to filter the spreadsheet to limit it to their faculty/department Feedback on improvements are welcomed. 13

14 New Reporting Tool - OBI Oracle Business Intelligence (OBI) OBI ‘Dashboards’ provides pre built reports OBI ‘Answers’ provides Ad Hoc reporting and graphing 14

15 OBI - RHD Supervisor registration The policy (MPF1244): –defines who may be a supervisor –defines the standards required of supervisors –assures quality by registering (and de-registering) supervisors Supervisor registration: –Determines whether one may supervise graduate researchers (for principal and co-supervisors) –Approvals will be the responsibility of heads of departments, Associate Deans (Research Training) –One supervisor = one registration status 15

16 Overview of RHD Supervisor Reports Two pre-built OBI reports: –RHD Supervisor Registration Summary Report –RHD Supervisor Registration Detail Report Super Users can build ad-hoc reports on the RHD Supervisor Registration subject area Security/data access is based on the users role within the RHD Supervisor Registration module 16

17 RHD Supervisor registration reporting - Who can see what? UserAccessPermissions Heads of DepartmentSummary report : Academics and honorary fellows assigned to their Department for supervisor registration Detailed report: All academics and honorary fellows with a current assignment in their Department Run pre-built reports Deans and Associate Deans - Research Training Summary report : Academics and honorary fellows assigned to their Faculty for supervisor registration Detailed report: All academics and honorary fellows with a current assignment in their Faculty Run pre-built reports RHD Supervisor Registration - Department (Faculty) Administrator Summary report : Academics and honorary fellows assigned for supervisor registration, to the Faculty/Department for which the administrator has responsibility Detailed report: All academics and honorary fellows with a current assignment in the Faculty/departments for which they have responsibility Run pre-built reports MSGR administratorAll records (including professional staff) Run pre-built reports Research Super UserAll records (including professional staff) Build + share reports 17

18 How will users access it? UserResponsibility Head of DepartmentUOM OBI RHD USER Dean/Associate Dean (RT)UOM OBI RHD USER Departmental Administrator*UOM OBI RHD USER MSGR AdministratorUOM OBI RHD USER Research Super UserUOM OBI RMS Author *Departmental administrators may be responsible for more than one department – this is defined by the ‘UOM RMS RHD Registration Departmental Administrator’ profile 18

19 OBI - RHD Supervisor Summary Report 19

20 OBI - RHD Supervisor Summary Report 20

21 OBI - RHD Supervisor Detail Report 21

22 OBI reports – Next Steps TEE has implemented the first stage of the reporting solution A limited number of the planned reports were available at go-live on 2 nd October The remaining planned reports are planned to be released progressively by mid December 2013 Investigation is taking place to examine any underlying issues and develop a plan to address these This work will interface with a wider program of work to be conducted via the BICC (see next slide) to develop and enhance the University’s reporting solution to deliver both operational and strategic analytics and reporting, and enhance the skills of end users 22

23 BICC – Business Intelligence Competency Centre A Business Intelligence Competency Centre (BICC) has been approved by ABAG and is in the process of being set up. The planned Business Intelligence Competency Centre (BICC) is a cross-functional team that is responsible for supporting and promoting effective use of information for competitive advantage across the University. It engages with the business to identify new and emerging information needs, gathers these requirements, and prioritizes these within the strategic guidance framework of the Steering Committee and plans for their delivery and enhancement. 23

24 © Copyright The University of Melbourne 2012


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