November 2013 HEDA USER GROUP 2013 Home Welcome Data Management & Admin Reporting Decision Support Monitoring & EvaluationOpen Session | | | | | |
Jan 12, 2016
November 2013
HEDA USER GROUP2013
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 2
2013 IDSC News• Staff Matters
• Kogie Moodley-Pretorius – Marketing Director – 1 February• Corne Muller – Office Manager - 1 June• Stanley Gricius – Operations Manager – 1 January• Stephan & Stanley Williams - Married• New position – Development, Training & Documentation - 2014
• Clients
• WSU Project
• University of Venda
• Mangosuthu University of Technology• IDSC web page (www.idsc.co.za)• Office Revamp
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 3
2013 IDSC News cont.
• Community Engagement• Peer Data Sharing Project – PDS
• Web site with DHET HEMIS and Research Data• Viability
• HESA FEFS Benchmarking• Theology Faculties
• 9 X Student Bursaries• Vessels of Mercy
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Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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2013 Planning• IDSC to be a preferred employer• HEDA
• Dashboard and Cube Report use at institutions• Planning Structures, Timesheets• Central query repository where queries are maintained and shared • Report Repository on web (SSRS, Cube reports, Widgets, Dashboards, Queries)• Module documentation• Modules via the “Cloud” and available as separate web applications• Data Level Security on Cube reports
• ITS Views Warehouse, Student Success Monitor, Peer Data Sharing • HEMIS Audit Tool for auditors, Private and FET presence• 1 x Publication• Client Communication via Skype and each client to visit IDSC for 2/3 days• Team Foundation Services, SQL Server Denali, Project Crescent
Planning Request Overview New Modules| |
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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IDSC Activity & Ad hoc Requests by Week(Only 5 of a possible 26 Projects)
PES Enrolment Planning Viability ITS Views WarehouseClient Visit Existing Adhoc Requests Cumulative IDSC Development Capasity Adhoc Requests ReceivedAve Adhoc Adhoc Requests Completed
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2013 Client Requests
1443 Ad hoc requests during first 46 weeks of 2013
Planning Request Overview New Modules| |
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 6
2013 New Modules
• Application Requirement System – Mobi site
• Bugnet Time Tracker
• Performance Evaluation Scorecard - web
• Enrolment Planning
• Academic Entity Viability - web
• Programme & Subject Viability - web
• Staff Activity Monitor
• ITS Views Warehouse
• Staff, Subject & Curriculum Audit
Planning Request Overview New Modules| |
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 7
Clients & Offerings
56% - Licenced
12 Clients
26 Modules
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Session 1 – Data Management and Admin
Specifications Session
Session 1 Session 2 Session 3 Session 4| | |
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Session 2 - Reporting
Specifications Session
Session 1 Session 2 Session 3 Session 4| | |
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Session 3 – Decision Support
Session 1 Session 2 Session 3 Session 4| | |
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Session 4 - Monitoring & Evaluation
Open Discussion
Session
Session 1 Session 2 Session 3 Session 4| | |
2013 IDSC News IDSC News 2 2013 Overview Clients & Modules UG Programme| | | |
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Copyright © IDSC Ltd. 12
Background
• Research Publication data difficult to obtain• Different legacy systems at Institutions• No standard formatting or structure• No referential integrity
• RIMS (Research and Information Management System)
• Common application platform supporting research administration process• 23 Universities supporting the initiative• Structured data • Accessible by Institutions• Data can be extracted via templates and exported to Excel
• Workshop between IDSC, RIMS and UJ• Extracting data, integrating with HEDA
RIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Copyright © IDSC Ltd. 13
Process
HEDA Data Import
Warehouse
• XML Templates supplied by IDSC
• Templates for Excel reports to be exported
• The final templates and process will be tested in January, documented and communicated
• Upload XML templates to RIMS
• Run/ Schedule reports• Save as Excel• Upload Excel files to HEDA
server• Placed in specific folder like
Ascii files currently
• Setup Research Data Import on HEDA Dashboard
• Select years to import
• Research data imported into HEDA Warehouse
• Integrated with current Dimensions like Staff detail and Department detail
• Integrated Research data available in multi-dimensional Cube Reports
• Share with users• Build own Cube Reports for
Ad-hoc queries
RIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
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Cube Report
• Demonstration
RIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Copyright © IDSC Ltd. 15
Background
• PDS Project was launched in 2006 by IDSC together with UJ to address the needs regarding benchmarking in Higher Education
• HEMIS data collected from DHET• Enriched with some Research data• Design and build a Multi-dimensional database• Define a number of Indicators and the ‘Indicator Explorer’• Publically available to all institutions on the PDS web site
www.heda.co.za/pds
RIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 16
Current PDSRIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 17
Current PDS - OverviewRIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 18
Current PDS – Pivot TablesRIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 19
Current PDS – Indicator ExplorerRIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 20
Future development1. Replace the current PDS site with a HEDA Dashboard
• Dynamic design and layout• Grids, Charts, Rich-text, Sections
• Latest Dashboard functionality• Access to HEDA Explorer
• Documents• Reports• Links
• Tabs• Latest Cube Report functionality
• My Cube Reports
2. Integrating PDS data with HEDA/Institutional data
RIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 21
Layout and Design
1. Default Dashboard• Layout, design, indicators, information, links• Cube Reports• SQL Server Reports• HEDA Explorer• Documents• Links
RIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
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Version 1.0 22
Integrating PDS data
2. Integrating PDS data with HEDA/Institutional data• Benchmarking
RIMS Process Cube PDS Current 1 Current 2 Pivots Indicators Future New PDS Integration| | | | | | | | | |
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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ITS Views Warehouse
The HEDA ITS Views Warehouse Module enables institutions using the ITS Operational System to obtain detailed data in an integrated manner from the following core processes:
Curriculum, Applications, Enrolment Quotas, Qualification Enrolments, Subject Enrolments, Bursaries, Residence, Graduates, Staff, Budget and Actual Financials.
SSRS Report TemplatesMy Cube Reports
RIMS & PDS ITS Views Sign-on Time Sheets| | |
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Copyright © IDSC Ltd. 24
Single Sign-On
Single Username and Password (Using the network username and password to access HEDA)When Accessing HEDA Directly:• Active Directory• CAS (Central Authentication Service)
Automatic Login Institutional Intranet / Portal Modifications Required• CAS Token• Userkey Pass-through
Single Sign-on 1 Single Sign-on 2|
RIMS & PDS ITS Views Sign-on Time Sheets| | |
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Single Sign-On
Associated HEDA User• Why have an associated HEDA User?
User detail synchronisation• UJ – Synchronising User Detail and default Roles• NWU – Synchronising User Detail incl. Roles
Single Sign-on Between Institutions and Peer Data Sharing
Single Sign-on 1 Single Sign-on 2|
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Staff Time Sheets
This module is an easy web application which assists all staff in capturing their time spent on a particular HEMIS programme over a period of time. Data is automatically stored in the database and the quality of data is maintained through the process of checks and balances in the data entry.
This data is also used for the HEDA Programme Viability module and assists in the generation of the HEMIS Staff ASCII files.
Need to link Staff Member to Subject and Qualification
RIMS & PDS ITS Views Sign-on Time Sheets| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Dashboards
A number of different dashboards can be created. LayoutSecurityWidgetsDetail data X 3NavigationFilter
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
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Cube Reports
Purpose of this session• One step closer to bypassing the need to export to excel• One cube report can be used for multiple reports• My cubes functionality can easily be used to answer data queries (ad hoc
requests).• Sharing to specific users allows for personalised reports• Cube reports can be used to provide reports for recurring requests• General (non admin) users now have the functionality to save layouts
and reports• Single location to access all stored cube reports that are available to the
user’s account.
Purpose Overview Functionality My Cube Reports| | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Cube Reports
Cube Reports vs. Cube Report Views (My Cube Report)
Cube Reports Role• Administrator and User differences in functionality
Cube Report Admin• Setting a default Folder for any Cube Report Views built from a Cube
Report
Purpose Overview Functionality My Cube Reports| | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Cube Reports
Viewing and Saving Cube Report ViewsTools Menu Option• Cube Report Editor• Cube ReportsMy Cube Reports Menu OptionSave and Save As…• Saving options• Formatting• Filters• Custom Groupings• Location• Sharing
Purpose Overview Functionality My Cube Reports| | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Cube Reports
My Cube Reports• Managing the folders and reports• Viewing and editing reports
Purpose Overview Functionality My Cube Reports| | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Self Service BI – Concepts
Key Elements• Business focus
• Intuitive user interface• Metadata dictionary
• Training on data and self service applications
Self-Service BI: DefinitionSelf-service business intelligence is an approach to data analytics that enables business users to access and work with institutional information without IDSC’s involvement. The self-service approach lets end users create personalized reports and analytical queries
Self-Service BI: It’s Not Just a Tool The BI tool vendors imply that if you buy their product, your business community will reap the benefits of self-service BI. Don’t kid yourself. There’s a bunch of work that has to get done before your business users can leverage this fabulous capability. Be realistic about how much work there is, and how much time and resources it’ll take to deliver great self-service BI to your user community
Source: http://searchbusinessanalytics.techtarget.com/definition/self-service-
business-intelligence-BI
Concepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Objectives of Self Service BI
Data Management
Applications
Reporting
Concepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Data Sources
• Audited HEMIS Data• Student, Staff, Space• Enrich with Finance & Other
• ITS Views Warehouse• Student, Staff, Finance
• Operational Data• Institution specific
• Research data (RIMS)
• PDS data
Concepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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IntegrationConcepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
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Data Elements
Variable Value
ID V005
Description Qualification type
Definition Link Click <a href="javascript:void(window.open('~path~Ded_001_010.htm#E005','_blank'))">here</a> for the Valpac definition.
In Use Yes
Friendly Name Qualification Type description
Dashboard Filter Yes
Value Query SELECT DISTINCT QD_005 AS [Code], QD_005 AS [Desc] FROM HEDA_Warehouse.dbo.QUAL_DIM
Base Table HEDA_Datastore.dbo.V005
SSRS List Box Yes
Type Grouping,Filter
Concepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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AutomationConcepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Friendly Versions of Databases
Tables Views
Concepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Self Service BI – HEDA Reporting and User Interfaces
• SSRS Templates
• SSRS Dynamic Parameters
• Data Element definitions
• My Web Cube Reports
• Excel Pivot tables
• Dashboard layout
• Query building
• Formatting/Themes
• FAM, Viability, Enrolment Planning…..
• Quick Starts, Training Power Points
Key Elements• Business focus• Intuitive user interface• Metadata dictionary• Training on data and self service
applications
Concepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Self Service BI – Client Need
• What is the need of the clients?• Will the clients use the self service capabilities?
IDSC’s Focus Points• Wizards• Validations• Dynamic Help Documentation• Training?
Concepts Overview Data Sources Integration Meta Data Automation User Friendly Views Other Client need?| | | | | | | |
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Enrolment Planning
The Enrolment Planning module assists institutions in the planning of future student enrolments, monitoring and reporting on planned vs. actual enrolments and automatic generation of the DHET Enrolment and Scarce Skills tables.
Methodology for the six year projection:
Is based on a default first time cluster growth percentage Uses historical throughput and retention statistics in determining the
projected returning enrolments and graduates per programme New planned programmes can be added and historic retention and
throughput rates can be adjusted based on evidence of previous interventions
Dashboards My Cube Reports Self Service BI Enrolment Planning| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Viability – Academic Entities
The data is presented in a dynamic data grid and various chart components and is structured as follows:
Financial data (direct related and indirectly distributed (Institutional Overheads)
Academic data (Student-related and Staff-related) Ratios and Norms
Academic Entities Programme & Subject Staff Activity| |
Viability
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Viability – Programme and Subject
The main focus is at Module Level with the following data components:
Financial data direct related (tuition fees, government subsidies, other levies, salary expenses from academic staff timesheets)
Financial data indirectly distributed (owner department – institutional overheads and other income and expenditure)
Academic data (student and staff related) Ratios and Norms
Programme Level data is provided as a summary of all the Module Level data
Academic Entities Programme & Subject Staff Activity| |
Viability
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Viability – Staff Activity Profile
Academic Entities Programme & Subject Staff Activity| |
Viability
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Copyright © IDSC Ltd. 45
Audit Modules – Purpose
• Distribute the workload by making the audit application available to more personnel
• Intuitive / non-technical interface• Request changes to the operational data without requiring
access to the operational system• Administrator can export change-request list to excel• Audit applications indicate once requested changes have been
made on the operational data• Audit applications indicates / warns users if changes are made
to the operational data after the data was already verified• Changes and requests are logged• Data sets can be compared
• Snapshot - Audited data - Current (Operational) data
Purpose Data Sets Modules Statusses Functionality Audit| | | | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Audit Modules – Datasets
3 DatasetsSnapshot• When the audit process is started a “once-off” snapshot is made of
the data Audit• When items are verified and audited, the audited data (incl. the
requested changes) are stored separate from the snapshot and operational data
Current• A dataset of the data as it is currently on the operational system. This
dataset is updated with changes on the operational data • This dataset is updated using a scheduled SQL job.
Purpose Data Sets Modules Statusses Functionality Audit| | | | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
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Audit Modules
• Current Staff Audit• Subject Audit• Curriculum Audit
3 Audit Modules
Purpose Data Sets Modules Statusses Functionality Audit| | | | |
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Audit Modules Overview – Status Icons
This record has not yet been verified, or marked as “Audited”. (Default status)
This record has been verified and the current item’s detail has been accepted “as is” and marked as “Audited”
This record has been verified but there are changes requested on the current item’s detail. This item is marked as “Audited but changes requested”
This record was initially marked as “Audited but changes requested”. The requested changes has subsequently been made on the operational data.
Although this record was initially marked as “Audited”, changes were made to this item’s detail on the operational data after this item was verified and “Audited”.
Purpose Data Sets Modules Statusses Functionality Audit| | | | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
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Audit Modules – Functionality
Subject Audit / Current Staff AuditMenu• Tools
• Export Requested Changes• HelpFilters• Define “list” to verify• Cascading Filters• Reset FilterSubject List• Paging and navigation• Page size• Returned Items• Status and Tooltip• Grid Actions
Purpose Data Sets Modules Statusses Functionality Audit| | | | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
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Audit Modules – Functionality
Subject Audit / Current Staff AuditDetail / Audit WindowRecord Information Section• 1 of 1000• Status• Navigate and audit data
• Snapshot vs. Audit vs. Current• Download dates displayed• Differences indicated
Purpose Data Sets Modules Statusses Functionality Audit| | | | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
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Performance Evaluation Scorecard
Show progress towards reaching targets outlined in the institutional goals whether quantitative or qualitative
Allows for a “bottom-up” approach where the actual measurement occurs at the lowest level and then summarised upwards. Each level entry is given an importance weighting which is used in determining the weighted score.
Once institutional objectives have been specified and allocated to specific managers within the institution, the HEDA Scorecard will produce individual plans for managers.
The managers can then monitor their progress towards the attainment of their goals – both for those responsibilities assigned by management and other responsibilities or personal development initiatives that need to be tracked
Provision is made for objectives to be prioritised for performance management purpose by incorporating an order and a weight. The order of priority and the weight attached to an objective will be agreed between the respective manager and staff
There is provision for self-evaluation by the staff, provisional evaluation by the manager and a final agreed evaluation
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Cohort AnalysesThe Cohort Tracking module is a great tool to track student mobility and provides an analysis of student tracking from a management and programme management perspective. By using Cohort Tracking, institutions are able to evaluate specific cohorts. The tracking also allows for the meaningful evaluation and interpretation of data, which ultimately defines qualitative future planning and decision-making.
The Cohort Tracking module has two distinctive processes:Management (a number of predefined cohorts can be identified such as student numbers, campus/faculty etc. The predefined cohort datasets is automatically generated during a data refresh process and accommodates benchmarking between other institutions in terms of retention, throughput and dropout rates.Programme Planning is based on HEMIS or Operational data. The notion of first time cluster enrolment which is different to first time entering enrolment forms the basis of the programme planning perspective. Reporting is available which indicates to a programme owner the detail composition of a cohort in terms of retention, throughput, dropout and progression statistics.
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Background
• Interrogator supports an institution in their annual data management process and specifically the HEMIS data submission to the DHET.
• It further assists the HEMIS staff member(s) in:• Submitting a submission on time• Validating that the data is correct (Valpac error queries) • Distributing records in error to the appropriate personnel/
departments to be rectified
• Currently a HEDA Module installed and running at the Institution
Background Cloud Service Concept Feasibility| | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 54
Cloud Service
• Interrogator Cloud service• Aimed at Institutions looking for a ‘lite’ version• No Interrogator installation at Institution necessary• No HEDA installation at Institution necessary• No local resources/ hardware necessary• Lower cost of ownership• Minimum setup required, depending on level of usage
Background Cloud Service Concept Feasibility| | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Use
r res
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Concept
Distributions
Uploa
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Interrogator
Validate&
Process
Hierarchical structures
Background Cloud Service Concept Feasibility| | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Feasibility
• Is there a need for a service like this?
• Which Institutions will make use of this service?
Background Cloud Service Concept Feasibility| | |
Audit Applications Performance Evaluation Cohort Analyses Interrogator Pro| | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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Open Discussion Contents
• IDSC Business Model
• What do you pay for
• Proposed Changes in the Way we do business
• Discussion Points
There is a reason why we need to change the way
we are doing business!
Contents Reason IDSC Processes Client Support Changes Discussion Points| | | | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
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2013 Client Requests
1443 Ad hoc requests during first 46 weeks of 2013
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IDSC Activity & Ad hoc Requests by Week(Only 5 of a possible 26 Projects)
PES Enrolment Planning Viability ITS Views WarehouseClient Visit Existing Adhoc Requests Cumulative IDSC Development Capasity Adhoc Requests ReceivedAve Adhoc Adhoc Requests Completed
Axis Title
Dev
elop
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t Hou
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Adho
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Contents Reason IDSC Processes Client Support Changes Discussion Points| | | | | |
Home Welcome Data Management & Admin Reporting Decision Support Monitoring & Evaluation Open Session| | | | | |
Version 1.0 59
“to serve with Integrity and provide Integrated InstitutionalPlanning and Reporting Tools for the Education Sector
through Innovative Solutions”
To be a sustainable company who focuses on client satisfaction through excellent support and innovative and
cost effective products
Sustainable productsClient service
InnovationImpartiality
IntegrityReliable
Loyal
Focused on a partnership and based on a “win win” strategy
Contents Reason IDSC Processes Client Support Changes Discussion Points| | | | | |
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IDSC Processes to Support Mission
1. Client Support (66%)
1.1 HEDA Module Maintenance•Maintenance•Enhancements•Bug fixes
1. 2 User Support•Ad hoc queries•Report/dashboard building•Data Imports…
1.3 User Training•Training material•Training sessions•Help documentation
2. New Developments
(6%)
New HEDA Modules
3. Consultation (8%)
Additional Support needed by Client
4. Other (20%)
Administrative
Marketing
Community
Challenge is to apply our effort at the same time to all 4
processes without impacting the quality and outputs
There seems to be a need that IDSC must take on a more prominent role
as Business Analysts
Contents Reason IDSC Processes Client Support Changes Discussion Points| | | | | |
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Client Support Process
1. HEDA Module Maintenance
60%
2. User Support
30%
3. User Training
10%
1. Fixed Annual support hours wrt Support and Training per licenced HEDA
Module
2. Base HEDA Module price (Impact of between +6% and -6% over 12
clients)HOURS UJ VEN CPUT WSU TUT UNISA NWU UCT MUT UOFS CUT UL
User Support
175 112 129 167 181 107 175 79 47 151 107 115
User Training
66 42 48 63 68 40 66 30 17 57 40 43
% Diff Fee -3% 3% -1% 3% -2% 1% -2% -6% 2% 6% 3%
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What must IDSC change to Implement it’s Mission
• Realign Resources to fit Processes
• Allocate time for IDSC to do technical training
• Work within a schedule/Project Plan
• After Hours Support = 2.5 * Support Hour
• Manage the Role of the Institution during the Support Process
• Manage the period and number of unfunded HEDA Module implementations
• Manage client visits
• Implement a process so that the client can monitor support hours
• Implement a Satisfaction Survey – (In-time, In-spec, Value added, Overall rating)
Proposed Changes 1 Proposed Changes 2|
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Proposed Agreement Changes
1. Discuss Open Source Modules
2. Discuss Cloud Solutions
3. Consultation with User Group in determining annual licence fee increase
4. All clients pay on same date – 1st March
5. Notion of Post level 6/60 is not relevant anymore
6. Major Developments to be Approved by User Group
Proposed Changes 1 Proposed Changes 2|
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Discussion points 1
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1. 2014 Priorities1. Cube Reports (Data level security, Sharing interactively)2. Dashboard (Default filters, default dashboard, indicator images, Bells &
Whistles)Repository of objects (Dashboards, queries, widgets)3. RIMS4. PDS Website (Dashboard, Integration, Single Sign-on)5. ITS Warehouse – IDSC Warehouse6. Enrolment Monitor/Planning7. Timesheets/Workload8. Self-service BI (Interface)9. Curriculum, Subject Audit (Integration and enhancements)10.Performance Evaluation Scorecard11.Viability/ Finance user group12.Business Plan Generator13.Central Applications14.Data Mining15.Interrogator Cloud Service
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Discussion points 2
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1. Bursaries
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Discussion points 3
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1. aa
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2014 Priorities
• Staff Time Sheets
• UJ Staff Schema’s
• RIMS Data
• Dashboards
• New Widgets
• Enhancements
• Enrolment Planning – Web
• Business Plan Generator – Web
• Interrogator Pro Cloud Service
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2014 Priorities cont..
• Cube Reports
• Data Level Security
• Mobile Platform
• Viability
• Performance Evaluation Scorecard
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