New Features Overview Presented by Megan Sullivan & Meghan Goerke

New Features Overview

Introductions

• Megan Sullivan, Solution Specialist• Meghan Goerke, Solution Specialist

Overview

Manage Your ActivitiesRequire at Least One Date Field to be

filled-in on a record•Backstory

• Reports in Activity Insight are very dependent on the dates that users enter for their records. Historically, users have not always filled in any part of a date for a record, which caused confusion and/or reporting inaccuracies.

•Enhancement• This enhancement ensures that at least one significant date be filled-in

on a record, to reduce reporting inaccuracies and confusion.

•Release Date • July 2014

Manage Your Activities

Client Defined Academic Years•Backstory

• The dates associated with academic years are hard-coded in Activity Insight for all of our clients, and have historically been September 01 – August 31. This was non-customizable.

•Enhancement• This enhancement enables you to define custom dates which

represent your institutions academic year and terms. For example, if your institution’s academic year runs from July 01 – June 30, we will now accurately translate that for your reporting needs.

•Release Date • September 2014


Search from Summary Screens•Backstory

• A user can have quite a few records for a particular activity category. For example, a user might have dozens of publications. This can make it difficult for a user to find a particular record.

•Enhancement• This enhancement adds a way for your end users to easily search

for records which they’ve previously added to Activity Insight.

•Release Date • January 2014


Custom Instructional Text on Summary Screens

•Backstory• Custom instructional text could always be added to the detail screens

where a record is actually filled-in, but historically we could not add it to the screen that lists a user’s records (called a summary screen).

•Enhancement• This enhancement enables you to add text of your choosing to this

screen.

•Release Date • June 2014


BibTeX Imports•Backstory

• As you all know, faculty sometimes have hundreds of publication records which they are asked to enter into Activity Insight. Previously, faculty had few options other than manually entering each and every record by hand.

•Enhancement• This enhancement enables your faculty to load – rather than manually

enter - publication information into Activity Insight from other systems all on their own, from sources like Google Scholar, Scopus, Zotero, EndNote, Refworks and many more.

•Release Date • November 2013


PubMed Imports•Backstory

• This builds upon the BibTeX Imports feature in that we here at Digital Measures have established a priority to assist faculty with getting data into the system, one of the most common struggles we’ve heard from clients.

•Enhancement• Faculty now have the ability to directly search for their records in

PubMed to pull citations into Activity Insight. This is also available to those using the Manage Data utility.

•Release Date• January 2014


Allow Maiden/Alternative Names to be entered for Contributors

•Backstory• A user only has one assigned name in Activity Insight. If the person’s name

changes and their name is updated in Activity Insight, all historical records update to use the person’s new name. This is not desirable, though, as historical records should likely retain the person’s former name.

•Enhancement• With this enhancement in place, you can now ensure that the name under

which an individual contributed to a given activity is recorded and displayed on reports.

•Release Date• September 2014


Replace User Reference drop down box with a search field

•Backstory• When adding a collaborator to a particular record, such as a co-author to

a publication, users have historically had to pick from a drop-down list. This can get unwieldy if there are many names in the list.

•Enhancement• This enhancement replaced that drop-down list with a field that enables

the user to type a name (any portion of a name) and then see a list of matching names.


Run Ad Hoc Reports

Add User Attributes to all Ad Hoc Reports•Backstory

• The top-voted enhancement at our User Group meeting last year was to add to our ad hoc reporting utility the ability to pull data from multiple screens into one comma-delimited file.

•Enhancement• Upon investigating our clients’ underlying need here, we have added the

ability to include user information – such as email address, college, department and more – embedded with the data elements of your choosing.

•Release Date• October 2014

Run Custom Reports

AACSB Report Suite, 2013 Standards•Backstory

• With the ratification of the new AACSB standards in 2013, we here at Digital Measures saw an opportunity to not only build new reports which adhere to these, but also to rebuild the underlying structure of our existing repots.

•Enhancement• Post upgrade, you’ll notice that the “Details of how this repot is built…” link

provides you with documentation that specifies the exact logic in place for your reports. This replaces the documentation that was not tailored for each of our clients. It also reflects the terminology used by your specific data collection screens and fields.


Run Custom Reports

Remove Select Report Button•Backstory

• When you run a report in Activity Insight, historically you needed to press a Select Report button, compliant with Section 508 for visually impaired individuals.

•Enhancement• We reworked this part of Run Custom Reports to remove this

button while keeping it Section 508 compliant.

•Release Date • July 2014

Usage Statistics

Easy Access to Audit Logs•Backstory

• We would often see and hear requests for information on how records change over time; “Who deleted a record for User A?”, or “Who created this record on my behalf?”. Historically, the Administrator would need to submit a work request and wait two weeks to receive this information.

•Enhancement• Users with access to the Usage Statistics utility can now retrieve audit

logs for specific users to see how their records have changed over time.


Usage Statistics

Excel Download•Backstory

• The Usage Statistics utility has always provided valuable information regarding the extent to which each of your units/users access and add or modify records within Activity Insight.

•Enhancement• This enhancement increased the value of this utility in that you

can now easily download the content into Excel, for easy analysis.


Users and Security

Custom Report Restrictions & Security Report

•Backstory• Although users with Users and Security could always see which security

roles had access to any Custom Report, we didn’t have a way to also show which units the report is restricted to.

•Enhancement• This enhancement provides a central resource for top-level Administrators

to view details on the custom reports the institution has built, which users can be included in them, and by whom those reports can be run.

•Release Date• November 2013

Users and Security

Read Only Manage Data•Backstory

• The Manage Data utility enables a user to add, delete or modify data on behalf of another user. We heard from you though, that sometimes users need the ability to see someone else’s data as it exists in Activity Insight, without having the ability to modify it.

•Enhancement• This enhancement added a new permission which only allows a

user to view information for another user, but not edit it.

•Release Date• July 2014

Users and Security

True Proxy Access to Manage Data•Backstory

• The Manage Data utility enabled one user – user A -- to manage data for another user – user B. When doing so, however, user A could modify all fields for user B – including those fields that are read-only to user B. In addition, user A could view fields which were hidden to user B.

•Enhancement• This enhancement added a new permission so that the Manage Data

utility now allows user A to modify only those fields that user B can modify, and only view fields that user B can view.


Users and Security

Add a Link to Manage Data for an account in Users and Security & Switch to Tabs

•Backstory• This is the first step on the path toward consolidating the Users and

Security and Manage Data utilities to provide users with just one place to perform actions in relation to another user.

•Enhancement• Users with both Users and Security and Manage Data will see a new

Manage Data option next to the Edit option. Clicking the Manage Data icon for a given user will direct you to the Main Menu for the selected user.


Workflow

Work Requests

Ability to Enter Notes in Submitted Work Requests

•Backstory• This was a highly supported suggestion thread in the Resource

Center, and something that we as Solution Specialists saw a need for in particular.

•Enhancement• This enhancement provides the ability for Digital Measures

Administrators to update work requests after submission.

•Release Date• November 2013

Work Requests

Instant CSV Imports•Backstory

• It is quite likely that your campus has information in other systems detailing the courses your faculty teach, human resources-related information, and/or grant information. Historically, we have offered two ways to import that data: 1) data import work requests and 2) web services.

•Enhancement• This new feature allow you to instantly import qualifying files into

Activity Insight without any waiting time.

•Release Date• July 2014

Other Enhancements

Web Services Delete•Backstory

• One of the most in-demand, requested enhancements regarding web services was having the ability to delete records.

•Enhancement• You now can! Please see our updated Web Services documentation

for details on how to do this. Then, once you’re ready, submit a General work request to add this permission for your Web Services account.


Other Enhancements

NiceReply & Annual Client Satisfaction Survey

•Backstory• We wanted to implement tools to better understand how we are doing.

•Enhancement• NiceReply allows you to directly communicate the value you receive from

each work request or email interaction with Digital Measures. This allows us to gauge how things are going and respond quickly to issues. Alternatively, the annual client satisfaction survey allows you to provide comprehensive, high level feedback.

• Release Date• January 2014

Resource Center

New Resource Center Design!!

2013 Voting Results

Questions?

DigitalMeasures.com+1 866-DGTL-MSR (+1 866-348-5677)

[email protected]

These slides: DigitalMeasures.com/ai45 minute demo: DigitalMeasures.com/aidemo

Documents

New Features Overview Presented by Megan Sullivan & Meghan Goerke