1. Quick Guide Completing the External Examiner’s On-line Annual Report MITRE Quick Guide Completing the External Examiner’s On-line Annual Report Version 1

2. Completing the External Examiner’s On-line Annual Report Quick Guide 2 Contents Banner Self-Service Logging into Banner Self-Service ‘Personal Information’ Module Overview of the On-line Report How to ‘Complete On-line Report’ How to Print an On-line Report How to Submit an On-line Report How to ‘Change PIN’ How to ‘Change Security Question’ How to ‘View Address(es) and Phone(s)’

3. Completing the External Examiner’s On-line Annual Report Quick Guide 3 Provide each user with: An Overview of Banner Self-Service and the Personal Information Module Information on completing and submitting the On-line External Examiner Annual Report An Overview of the change PIN and Security Question function Details of how to View Address(es) and Phone(s) Objectives

4. Completing the External Examiner’s On-line Annual Report Quick Guide 4 Banner Self-Service

5. Completing the External Examiner’s On-line Annual Report Quick Guide 5 Banner Self-Service Banner Self-Service allows External Examiners to complete and submit their Annual Report. The system is capable of allowing an External Examiner to submit more than one report for the same Academic Year. External Examiners are able to view and print submitted reports. The ‘Personal Information’ module is the area from which the ‘Complete On- line Survey Report’ is accessed. The following menu options are available: Change PIN Change Security Question View Address(es) and Phone(s) Complete On-line Report

6. Completing the External Examiner’s On-line Annual Report Quick Guide 6 Banner Self-Service In order to complete the on-line Annual Report an External Examiner will login to Banner Self-Service to access the Main Menu screen with the ‘Personal Information’ option listed. After clicking on ‘Personal Information’ and selecting ‘Complete On-line Report’ the External Examiners Annual Report Form will be available. The next few slides will take you through this process.

7. Completing the External Examiner’s On-line Annual Report Quick Guide 7 Logging into Banner Self- Service

8. Completing the External Examiner’s On-line Annual Report Quick Guide 8 Logging into Banner Self-Service You can access the Banner Self-Service system to complete an on-line report at the following url: https://bannerss.dur.ac.uk/blive_ssb/twbkwbis.P_WWWLogin

9. Completing the External Examiner’s On-line Annual Report Quick Guide 9 Logging into Banner Self-Service Secure Area Login Screen. Enter your login details (these are the details sent out to you by SPA or the Academic Support Office) into the ‘Secure Area’ login screen: User ID = Banner ID PIN = password Enter your login details (these are the details sent out to you by SPA or the Academic Support Office) into the ‘Secure Area’ login screen: User ID = Banner ID PIN = password

10. Completing the External Examiner’s On-line Annual Report Quick Guide 10 Logging into Banner Self-Service Login Details are entered. Once you have entered your login details, select ‘Login’.

11. Completing the External Examiner’s On-line Annual Report Quick Guide 11 ‘Personal Information’ Module

12. Completing the External Examiner’s On-line Annual Report Quick Guide 12 ‘Personal Information’ Module Once you have logged in successfully you will be directed to the ‘Personal Information’ screen. Click on the ‘Personal Information’ link.

13. Completing the External Examiner’s On-line Annual Report Quick Guide 13 ‘Personal Information’ Module The Personal Information Menu options are displayed. ‘Personal Information’ Menu options.

14. Completing the External Examiner’s On-line Annual Report Quick Guide 14 Overview of the On-line Report

15. Completing the External Examiner’s On-line Annual Report Quick Guide 15 Overview of the On-line Report The current on-line External Examiner’s Annual Report is named EE01. A copy procedure is designed to rename the report once submitted. The report will be renamed by appending an underscore character, followed by the term code relating to the examination year, followed by another underscore and a sequence number that is unique within the term code for each External Examiner. The External Examiner’s Annual Report code is as follows: EE01_YYYY00_XXX The report code therefore controls the type of report where; EE01 is the code for the External Examiner’s Annual Report. YYYY00 is used to identify the term code relating to the examination academic year e.g. 200600 XXX is the sequence number of the report e.g. 001, 002,

16. Completing the External Examiner’s On-line Annual Report Quick Guide 16 Overview of the On-line Report For a given External Examiner, the renamed survey records that follow, provide an example of how the survey records are renamed – EE01_2003_001 EE01_2003_002 EE01_2003_003 EE01_2004_001 EE01_2004_002 EE01_2004_003 EE01_2004_004 EE01_2005_001

17. Completing the External Examiner’s On-line Annual Report Quick Guide 17 Overview of the On-line Report The term code is obtained from the response of the user to question 2 of the report. If there is no response, then the copy procedure derives a default term code based upon the current date. The copy procedure takes the month and year of the current date and will derive a term code as follows – For months from June to December inclusive, the leading 4 digits of the term code will equal the year minus 1. For months from January to May inclusive, the leading 4 digits of the term code will equal the year minus 2. The default term code for a survey that was completed in June 2005 will be 200400. The default term code for a survey completed in May 2006 will also be 200400. It is anticipated that this functionality will rarely be needed as it is expected that most if not all respondents will provide a response to question 2.

18. Completing the External Examiner’s On-line Annual Report Quick Guide 18 Overview of the On-line Report Once an External Examiner clicks on the ‘Survey Complete’ button at the end of the External Examiner’s Annual Report in Banner Self-Service, the procedure renames the External Examiner’s Annual Report. This renaming of the report response records enables the user to enter and submit the survey an unlimited number of times. Without the functionality that is provided by the copy procedure, the External Examiner would be able to input the External Examiner’s Annual Report only once.

19. Completing the External Examiner’s On-line Annual Report Quick Guide 19 How to ‘Complete On-line Report’

20. Completing the External Examiner’s On-line Annual Report Quick Guide 20 How to ‘Complete On-line Report’ To complete the Annual Report use the ‘Complete On-line Report’ facility. Click on ‘Complete On- line Report’.

21. Completing the External Examiner’s On-line Annual Report Quick Guide 21 How to ‘Complete On-line Report’ External Examiner’s Annual Report Form. The active reports will be listed. In this case, the ‘External Examiner’s Annual Report Form’. Click on ‘External Examiner’s Annual Report Form’ to complete the on-line report. The active reports will be listed. In this case, the ‘External Examiner’s Annual Report Form’. Click on ‘External Examiner’s Annual Report Form’ to complete the on-line report. Guidelines for completing the ‘External Examiner’s Annual Report Form’ are shown.

22. Completing the External Examiner’s On-line Annual Report Quick Guide 22 How to ‘Complete On-line Report’ Academic Year. Select the Academic Year for which you are completing the report.

23. Completing the External Examiner’s On-line Annual Report Quick Guide 23 How to ‘Complete On-line Report’ Academic Year. Make a selection and click on ‘Next Question’ to move to the next question. Make a selection and click on ‘Next Question’ to move to the next question.

24. Completing the External Examiner’s On-line Annual Report Quick Guide 24 How to ‘Complete On-line Report’ Board of Examiners Code. Enter the Board of Examiners Code.

25. Completing the External Examiner’s On-line Annual Report Quick Guide 25 How to ‘Complete On-line Report’ Board of Examiners Code. Enter your answer and click on ‘Next Question’ to move to the next question.

26. Completing the External Examiner’s On-line Annual Report Quick Guide 26 How to ‘Complete On-line Report’ Programme(s) assessed. Enter the Programme(s) assessed.

27. Completing the External Examiner’s On-line Annual Report Quick Guide 27 How to ‘Complete On-line Report’ Programme(s) assessed. Enter your answer and click on ‘Next Question’ to move to the next question.

28. Completing the External Examiner’s On-line Annual Report Quick Guide 28 How to ‘Complete On-line Report’ Complete all answers and move onto the next question. Complete your answer by either selecting a relevant option or entering text. Use the ‘Next Question’ button to move onto the next question.

29. Completing the External Examiner’s On-line Annual Report Quick Guide 29 How to ‘Complete On-line Report’ Complete all answers and move onto the next question. Enter your answer and click on ‘Next Question’ to move to the next question.

30. Completing the External Examiner’s On-line Annual Report Quick Guide 30 How to ‘Complete On-line Report’ Finish Later - it is possible to complete only part of the on-line Annual Report and choose to return at a later time to finish it. All answers provided so far are saved to the database. Click on the ‘Finish Later’ button to return later and save all answers provided to- date.

31. Completing the External Examiner’s On-line Annual Report Quick Guide 31 How to ‘Complete On-line Report’ You will be taken back to the Personal Information Menu. Click on ‘Complete On-line Report’.

32. Completing the External Examiner’s On-line Annual Report Quick Guide 32 How to ‘Complete On-line Report’ The report will then appear in the ‘Examiners Reports in Progress and Completed’ section on the Submitted Applications’ section on the ‘Complete On-line Report’ screen. It is listed with the EE01 as the ‘Survey Name’ until it is submitted. The report will appear in the ‘Examiners Reports in Progress and Completed’ section as EE01 until it is submitted. The status of the report is shown in the section also.

33. Completing the External Examiner’s On-line Annual Report Quick Guide 33 How to ‘Complete On-line Report’ You may go back into the report by clicking on the ‘External Examiner’s Annual Report Form’ link. You will be taken to the beginning of the report questions. You may go back into an in progress report by clicking on the ‘External Examiner’s Annual Report Form’ link. You may go back into an in progress report by clicking on the ‘External Examiner’s Annual Report Form’ link. You will be taken to the beginning of the report questions. To reach a particular question you must navigate through each question prior to it.

34. Completing the External Examiner’s On-line Annual Report Quick Guide 34 How to Print an On-line Report

35. Completing the External Examiner’s On-line Annual Report Quick Guide 35 How to Print an On-line Report You may print a report before or after it has been submitted. You may wish to print the report for reference or to check the details entered before submitting it. Click on ‘Print’ next to the report you wish to print, listed in the ‘Examiners Reports in Progress and Completed’ section.

36. Completing the External Examiner’s On-line Annual Report Quick Guide 36 How to Print an On-line Report The print report view page is displayed which allows you to print the report. Click on ‘Print’ from the ‘File’ menu to print the report.

37. Completing the External Examiner’s On-line Annual Report Quick Guide 37 How to Print an On-line Report Once you have successfully printed the report, click on the Back button. Click on ‘Back’ to return back to the ‘Complete On- line Report’ screen.

38. Completing the External Examiner’s On-line Annual Report Quick Guide 38 How to Submit an On-line Report’

39. Completing the External Examiner’s On-line Annual Report Quick Guide 39 How to Submit an On-line Report Once you have finished the report by completing all of the answers, submit the report. Click on the ‘Survey Complete’ button to submit the report.

40. Completing the External Examiner’s On-line Annual Report Quick Guide 40 How to Submit an On-line Report Once an External Examiner has submitted a report to the University they are not able to amend a response. You will be prompted to confirm that you wish to submit the report. This is displayed once ‘Survey Complete’ button is selected. Confirm that you wish to submit the report by clicking on the ‘Survey Complete Confirm’ button, to submit the report. You may choose not to submit the report if further amendments are required.

41. Completing the External Examiner’s On-line Annual Report Quick Guide 41 How to ‘Complete On-line Report’ You will be taken back to the Personal Information Menu. Click on ‘Complete On-line Report’.

42. Completing the External Examiner’s On-line Annual Report Quick Guide 42 How to Submit an On-line Report Once an External Examiner has submitted a report it will then appear in the ‘Examiners Reports in Progress and Completed’ section on the Complete On- line Report’ screen with the ‘Survey Status’ as ‘Complete’. In this example the External Examiner has submitted four reports for 200400 and two reports for 200500. It is possible to print each report before and after it has been submitted. Survey Status is set to ‘Complete’.

43. Completing the External Examiner’s On-line Annual Report Quick Guide 43 How to Submit an On-line Report Main Personal Information menu. Click on ‘Return to Menu’ to return back to the ‘Personal Information’ Menu.

44. Completing the External Examiner’s On-line Annual Report Quick Guide 44 How to ‘Change PIN’

45. Completing the External Examiner’s On-line Annual Report Quick Guide 45 How to ‘Change PIN’ To change your PIN details use the ‘Change PIN’ facility. Click on ‘Change Pin’.

46. Completing the External Examiner’s On-line Annual Report Quick Guide 46 How to ‘Change PIN’ Enter your PIN details.

47. Completing the External Examiner’s On-line Annual Report Quick Guide 47 How to ‘Change PIN’ Once you have entered your PIN details, select ‘Change PIN’.

48. Completing the External Examiner’s On-line Annual Report Quick Guide 48 How to ‘Change PIN’ Successful PIN change. A message is displayed to notify you that ‘Your changes were saved successfully’.

49. Completing the External Examiner’s On-line Annual Report Quick Guide 49 How to ‘Change Security Question’

50. Completing the External Examiner’s On-line Annual Report Quick Guide 50 How to ‘Change Security Question’ To change your Security Question use the ‘Change Security Question ’ facility. Click on ‘Change Security Question’. Click on ‘Change Security Question’.

51. Completing the External Examiner’s On-line Annual Report Quick Guide 51 How to ‘Change Security Question’ Enter your new Security Question details.

52. Completing the External Examiner’s On-line Annual Report Quick Guide 52 How to ‘Change Security Question’ Once you have entered your new Security Question details, select ‘Submit’.

53. Completing the External Examiner’s On-line Annual Report Quick Guide 53 How to ‘Change Security Question’ Successful PIN change. A message is displayed to notify you that ‘Your changes were saved successfully’.

54. Completing the External Examiner’s On-line Annual Report Quick Guide 54 How to ‘View Address(es) and Phone(s)’

55. Completing the External Examiner’s On-line Annual Report Quick Guide 55 How to ‘View Address(es) and Phone(s)’ To view your Business Address and Phone details use the ‘Address(es) and Phone(s) ’ facility. Click on ‘View Address(es) and Phone(s) ’.

56. Completing the External Examiner’s On-line Annual Report Quick Guide 56 How to ‘View Address(es) and Phone(s)’ Business address and phone details displayed. Instructions are included detailing what to do if these details are incorrect.

57. Completing the External Examiner’s On-line Annual Report Quick Guide 57 Further information on External Examiner's Annual Report, Fee and Claim forms, and on the External Examining process in general, can be found at the External Examiner's webpages: http://www.dur.ac.uk/external.examiners/ For questions about External Examiner’s Annual Report, Fee or Expense forms, please contact either Michael Parks m.a.parks@durham.ac.uk (for questions relating to undergraduate programmes) or Andy Rennie andrew.rennie@durham.ac.uk (for questions relating to postgraduate programmes). Help!

58. Completing the External Examiner’s On-line Annual Report Quick Guide 58 In need of help or more information? Don’t do this Contact Unisys via: Internal Web pages http://mitreweb/ Email unisys.helpdesk@durham.ac.uk Helpdesk Ext. 41977 Help!