Creating your integrated template for data storage Carolyn Haynes, Cecilia Shore, Eric Resnis Each slide has both a voice-over and notes below the slide,

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Presentation transcript:

Creating your integrated template for data storage Carolyn Haynes, Cecilia Shore, Eric Resnis Each slide has both a voice-over and notes below the slide, so you can either listen or read.

Why are we doing this?

Streamlining data storage Integrated Template HLC Academic Program Review Divisiona l Reports

Written instructions:

Some data will be uploaded FOR you. Your deadline to complete the template is May 20, 2013

Customizing your own storage

Keep it short

You may not have all the answers this year

Logging in: Caution: do not have more than 1 person at a time working in the program

From the landing site, click on Gallery for long-term reusable storage

Locating yourself in Gallery

Uploading files to Gallery Note: for semi-permanent items, such as your mission statement, or a past program review, we request pdf files. For items that you will be aggregating across years for program review, you will probably want to start an excel sheet.

Creating folders in Gallery Picture pointing to the add folder option

Accessing your integrated template in Planning

Accessing your template step 3: click the “integrated templates” tab. Note: This step is easily forgotten!

Finding yourself in the organizational chart

Opening your template

This is the view page of your template. To edit it, click Edit tab in the upper right. Be patient.

The Edit page: Please note (i) buttons for more detail about the information requested.

Editing in the text box: Be sure to click SAVE!

Linking to a Gallery Source

Linking to a Gallery Source: Click the check box, not the file name

Using the File Library

Specialized templates for non-academic offices

Tips for completing the template The first time you complete the template, you will notice that some of the questions will ask you to provide a summary or data related to the last seven years. After the first year, you will only need to provide data and information for the current year. Thus, the first year of completing the template will be more time consuming than in future years. One of the benefits of the template is that it eliminates the need for lengthy reporting. You should make your case in as concise a manner as needed to portray your unit accurately. Save your work often to avoid losing any information. We strongly recommend that only one person from your department or program works on the template at one time; otherwise, some of the data or work you have done could be lost. Similarly, be careful not to have multiple versions of the template open at one time, or you could lose some of the data you have entered. Do not include any hyperlinks in the template. If you upload documents, PDF versions of documents are preferred, but other versions are acceptable if they work better for you. For example, you may wish to use Excel spreadsheets for your enrollment data so that you can track it over time.

DEADLINES: Other offices end of fall term; YOURS is May 20.

Questions/Problems For questions related to the software, contact Eric Resnis at For questions related to the template content, contact Carolyn Haynes at For questions related to assessment plans and reports, contact Cecilia Shore at