1. KPME eDossier: voilá Kuali Community Workshop - 2013 Maria Whitaker – Indiana University mcwhitak@indiana.edu

2. 1. Project History 2. Project Goals and Objectives 3. Desired System Features 4. Project Status 5. Demo 6. Questions and Answers Overview

3. Project History Volumes of paper Labor-intensive preparation Reproduction and transportation considerations Confidentiality requirements

4. Project History In early 2011, OVPFAA (Academic Affairs) approached UITS University-wide application Available systems Decision: write a new system Align it with UITS strategic projects Kuali Rice Kuali Workflow Kuali Identity Management

5. Project Goals and Objectives Candidate Perspective Facilitate the building of a Dossier Allow for inclusion of elements of scholarship not previously possible

6. Project Goals and Objectives Reviewer Perspective Provide consistency in the dossier structure Provide secure access anytime from anywhere

7. Desired System Features User-friendly, intuitive interface Use of drag-and-drop where possible Allow upload of any file type Embedded workflow Timely notifications based on change of status Reviewer Tool Merge PDFs for download or printing

8. Desired System Features Secure CAS Authentication required Role-based permissions Examples of Roles: CandidateReviewer Committee ChairCandidate Delegate Super UserGuest

9. Desired System Features Configurability Workflow and checklists can be set at the Department level, School level, Campus level, and Institution level. Candidate’s affiliation determines choice

10. Desired System Features Choose checklist B because it is specific to the School Joe is affiliated with.

11. Project Status Pilot Phase Candidate View – April 17 th, 2013 Reviewer View – end of July, 2013

12. Project Status Phase 2 improvements Enable “External Reviewer” role Enable drag-and-drop between item categories Automatic conversion to PDF format when merging documents Virus scanning upon upload

13. Demo Q&A