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User Manual for Higher Degree by Research (HDR

1. Preview LIII m a LE LT ET TL LT Ti ES 22 IT erm Tum pobre pm If you click on the Save button your email will be saved for sending on the date of action in the future This is the date you have specified in the Date of Action field of your Significant Date record If your date of action is today s date that is the date you are creating the Significant Date event you should click on the Send Now and Save button Your email will be sent immediately You are now back to the Significant Dates window You can continue editing the Significant Date record When you are done click on on the button save changes to record E on the left hand side of the screen The new Significant Date record is now displayed in the bottom part of the Postgraduate Entry window 36 5 2 Modifying the Thesis Title e Select the student record you wish to modify from the Control Desk o Click on the button Modify selected record E on the left hand side of the screen This will open the Postgraduate Entry window e In the top part of the Postgraduate Entry window click on the tab called Thesis Details e Bring your cursor into the Thesis Title field e Type in the thesis title e Click on button save changes to record E on the left hand side of the screen e Note This thesis title field must record only the most recent title If there is an earlier thesis title then dele
2. 70 Step 2 Display Print or Save your report 1 Click on the button Display Print Screen on the left hand side of the screen This will open the Postgraduate Report Selection window 2 Youcan use one of the following reports Either Report Group as Supervisors Report Name as Supervisor Student Summary This report will provide the totals for each supervisor Postgraduate Report Selection Va d dal see TV ata LE EET Ge um um HM Fi 1 ii al atii d i Ri LA MH L CICL LI F I Classic Reports Crystal Reports Exports HTML Reports Report Name feugamicareiidant en an Report Title Supervisar Student Summary Report Description Total numbers of students for each supervisar with breakdown of number af students on leave and withdrawn and with special consideration Or Report Group as Supervisors Report Name as Student by Supervisor by AOU This report will provide more information regarding the student such as the name ID number study mode postgraduate status and expected completion date Postgraduate Report Selection Sle Classic Reports Crystal Reports Exports HTML Reports Report Mame Student by Supervisor by AGLI a Report Tithe Studentby Supervisor by AGLI Report Description Details of students shown for each supervisar and then grouped overall bv the supervisor s AOU Student s without supervisors will nat he shown in this report Step 3 Choose the format f
3. Farmeme v JGASEEINOT mudes ene Student Code Current Barc pelle Toocooesrs susan Galagher uuu to Swen ame moss acnee Cole not found Mode Name If lomworeszz meato Title ponontesz8 lemiHardy This code was natfaund in the personnel file RD _ oooootes7a Paulhie Din you wish to enter a new code ar create a new record in the Full Name 0000016580 Peter Howard main personnel file upon saving of this record Records Found 2i l a a 2 j Dag f h ge LU SEL di Core Details d Preferred Names Surname Copy det Given Marre M O O o Middle Marne Marne ContactiRale Es LX Examiner Code ERDAJONES1 Full Name MEME Enter New Code f Create Becord Given Name EE CRM Em i Middle Name Initials ibnission Peq mplaymen Title Mat Specified hal EES RE p Gender Male Female EE Full Name COO ES Examiners Classification Not Specified V Leave Position Mot Specified s _ Primary Examiner Linked AQUI Course Enrolment Documents 55 Tab across the fields and enter the surname given name title and gender On the Contact Role tab add contact details including email address and bring your cursor into the Organisation Code field Click on the button list data on the left hand side of the screen This will open the Find Organisations window Select
4. Signoffs Title Withdrawal Extension To 0 Significant Dates 2 02 03 07 Syst 0 1 Date of Change 1 07 2010 Study Mode Change Subject Enrolments 0 Supervisors 1 Transaction Financials O EFTS following change 0 0do Threshold Value 0 800 49 Extension Select the student record you wish to modify from the Control Desk Click on the button Modify selected record E on the left hand side of the screen This will open the Postgraduate Entry window Click on the Progress tab Tick Extension Requested and Extension Approved Type in the appropriate dates in the Extension From and Extension To fields Record a note in the Progress Comments field Always start a new comment with the date of entry and end it with your initials and a full stop Click on the button save changes to record E on the left hand side of the screen Note The extension date does not have an impact on the other dates in the Progress tab such as the maximum completion date nor does it have an impact on consumed load Postgraduate Entry Core Details Progress Contact Details Citizenship Coursewrk Other Original Study Mode Full time Part time Special Admission Enrolment 2102 2007 Funding Mode Not Specified v Special Admission Type Start 2 03 2007 Prior Load 0 000 o Not Specified Min Completion 3 07 2008 Start Load 0 500 Parttime Funded Completion 19 12 20
5. Control Desk window In the 2 pane click on the field you wish to select e Using the lj sign move the field up or down according to your preference 12 e Please Note The order of the columns can also be changed by clicking and dragging column headings on the Control Desk window To customise the way in which records are sorted on the Control Desk window e The records will be sorted according to the order in which fields appear in the 3 pane e Using the li sign move the fields up or down according to your preference e You can also edit the sorting in ascending or descending order by clicking on the radio buttons below the 3 pane 2 9 Changing your password e Go to Settings Select Change Password Ll In the field Current Password enter your existing password e In the fields New Password and Repeat New Password enter your new password e Press Enter on your keyboard to save your new password 13 3 Searching for an existing student record 3 1 Setting the Control Desk window as the active window If you see that all the buttons on the left vertical menu bar are disabled left click on the blue horizontal area on the top of the Control Desk window 5 ResearchMaster RM4 EXE EJ File Edit System Mavigate Format Settings Wdministrator Window Help Control Desk p x TE pw Ner m I TI 5 i ia Fe 3 Vi Project Publications Applications j Funding Personnel Action Dates s Aou Ma
6. VIEW Study Mode Change Confirmation of Significant Date Beginning first or subsequent HDR Confirmation of Candidature o tif fom events Load change FT lt gt PT Leave of Absence LA Leave of Absence Maternity Leave Maternity Leave Sick Leave acme P Outside Study Return from leave Withdrawn Cancellation for non payment CF Inactivated Notice of Intention to Submit Outside Study Thesis submitted for Examination Final Thesis lodged These sections will be added to the RM User Manual at a later date amp The Significant Date recorded is Return from Leave Course Enrolment Related Items Examiners Examinations Banner RM Banner User Manual User Manual Reference Reference section 5 OORA au EE first OORE followed by RM 11 SFAREGS de Replace enrolment SFAREGS Change status to LA remove enrolment section 5 5 section 5 6 SFAREGS 2 11 Add enrolment Change status to AS SFAREGS Change status to A TS WS remove section 5 7 enrolment SFAREGS Actioned by Fees SHADEGR department SFAREGS SHADEGR me DE o ome fe fe 3 3 sections Change status to 5 10 5 11 5 12 TE remove enrolment SFAALST I SHAINST section 5 13 Actioned by SHADEGR Enrolments dept APPENDIX THREE Significant Dates Email Templates This Appendix explains the email template for each Significant Date The generic i
7. di E V i AUSTRALIAN CATHOLIC UNIVERSITY User Manual for Higher Degree by Research HDR Student Candidature Management in Postgraduate Module Version 10 10 March 2011 For Candidature Officers 1 1 1 2 2 1 2 2 2 3 3 1 3 2 4 1 4 2 4 3 4 4 5 1 5 2 5 3 5 4 5 5 5 6 5 7 5 8 5 9 5 10 5 11 5 12 5 13 5 14 7 1 7 2 Table of Contents Usine this MANUAl E tn 4 AODENCUCES RTT D m 5 DEMONS eM 6 Changing User Preferences Control Desk Preferences and your Password 7 Changing User Preterekices aiat etat ee elena 7 Changing Control Desk Preferences oreet oer D rri ke rea ve re b D re hada 10 Changing vour password xasitosceci ve dee A ote ed ea m butt albos d et b leu aue ris 13 Searching for an existing student record c eeeee esee eee eene nennen hene nenne te nnn 14 Setting the Control Desk window as the active window een 14 FINGIRE a parliclilar student recordi tetes aspis duse ia Ves UU ES 14 Understanding a student record in the RM Postgraduate Module 17 The top part of the Postgraduate Entry window cccccsecccesescceeecceeeseeeeeseseueceeeneceeeneseeens 18 The bottom part of the Postgraduate Entry window eeeeeee nenne 20 Fields populated by the Student Feeder eeseeeesseeeese
8. 1 To 4 Abs a Current Record Access Control Ta This Record ADU Account Cade Faculty Address Line 1 E Surname Address Line 2 Given Mame Analysis Student Id AOU Postgraduate Status Hirth Place Course Campus Student Type Catalogue Number Study Made Citizenship Rs Office Citizenship Comments Campus Classification Comments Confidential Country Course Edit Heading Edit Sorting 8 Ascending Descending To select a particular field and allow it to be shown on the Control Desk window e In the 1 pane Heading Field name select from click on the field you wish to select e Click on the button gt the one between the 1 and 2 pane e The field is now displayed in the 2 pane Heading Show these fields Note Only 12 fields can be listed on the Control Desk window This means that a maximum of 12 fields can appear in the 2 Pane To remove a field from the Control Desk window E Click on the field you wish to remove in the 2nd pane Heading Show these fields Click on the button lt the one between the 1 and 2 pane e Please Note if the field you wish to remove also appears in the 3 pane Heading In this order you need to remove it from the 3 pane before you can remove it from the 2 pane e Fields are listed on the Control Desk window according to their position in the 2 pane To change the order in which fields are listed on the
9. Failed Emails In PastGrad Module Report Description This repart shows details of any emails created via Significant Dates that were not successfully sent Displays the title of the email by whom it was sent ta whom itwas sent and relevant significant event details a D o 9 Import Report Clone Report Madify Report Delete Report L File Qutput Type i TF Output Style ooo waaaaou e eg ig a nl nl n n ono A C Sl Ll L L 66 After you have saved the file and opened it you will see that the column names are not comprehensible The next step is to customise the column names in the Excel file to meet your reporting requirements We will explain the meaning of the column headings in the table below Change or Delete the column names as indicated below Please note e The column From below has been sorted in alphabetical order for making it easier for you to search through the table for a column name e Some of the columns listed below might not be visible in your report If there is a column name in your report that does not figure in the list below and you are not sure what this column represents please send an email to res performance acu edu au and attach your excel sheet for reference Change Delete From o JNete SS ES beee e S Delete fecon DS oo o manse feos aovo o o peee ES DS oyo peee feson S o o Delete feso D te ewm o Delete feas
10. Ms Meredith Ann Secomb Ms Catherine Maria O Brien Atkin Zaku Christopher Thomas Baker Dominic amp rcamone Dr Margaret Tam Mehmet Yauuz Seker Shane Edward Dwyer Ayse Guc Denis Jobn Cochran AS Active Student Doctor of Education Australian Citizen Compose Email Recipients Subject and Body Attachments 0000021756 IMs Chiara Condotta chiara condotta acu edu au gt Core Person vw Add Recipient st JI Yt RME Person No Code Add Canes BCC Core Person Add osse BCC list aai Preview Send Now and Save Save Cancel OJZUD As Active stude age a AS Active Student PhD Australian Citizen This will open the Find Persons window By using the search criteria select full name from the drop down list and the operator Includes Type some letters of the name you are looking for and click on the Search for Persons button Find Persons 0000016722 0000016875 0000016875 0000016929 0000016996 0000017196 0000017332 El I q I 7 El Y l T Ll 3 E B iB Full Nama v Ken Smith Caroline Smith Ross Smith Jennifer Smith Liz Anne Smith lt TIT Cancel Return Selected Code 30 Click on the person you have selected and then click on the button Return Selected Code Click on the Add button to bring the person into the Recipient list A RME Committee is a Committee configured on RM such as HREC There are no Co
11. Organisation Name the operator Includes and type in some letters of the organisation institution university that you are looking for Click on the organisation you are looking for to select it Please Note if the organisation you are looking for is not in the list please send an email to res performance 9 acu edu au Click on the button Return Selected Code This will bring you back to the Add Examiner Form window The code of the selected organisation will now be in the Ext Organisation Code field Select Classification usually External and Position usually Thesis Examiner Another option is Moderator Do not tick Primary Examiner Click on the save changes to record button E on the left hand side of the screen The new examiner record is now displayed in the bottom part of the Postgraduate Entry window If you need to change the order of examiners as they appear in the bottom part of the Postgraduate Entry window Inthe bottom part of the Postgraduate Entry window click on the related item called Examiners Select the examiner you wish to modify Click on the button Edit This will open the Edit Examiner Form Bring your cursor into the Order field delete the number and replace it by the correct number Edit Examiner Form Examiner Coc Assessmentcomments Active Member sumame FETERE O Given Name Middle Namejlnitials Title Dr Preferre
12. S Change Delete emanas rayo ooo eee fees DS o o Delete ew DS o C es Delete we Change mcomment Work or Personal Email Address Ddee mmo LM Details tab 67 Change Delte From TO beee seategory Delete feom oo o Sw Dee seweo page wemde Gmdr Ddte es beete s um o page smmae Fay Chane swble MobleNumer beete me o o change EE ooo change sime phonenumber Change sostes frostos une sprefsven Preferred Gwen name Ddse memi change spre name MeemdRame Oo ue summ Meemedsumme change sme preterea ne Ddee seus o change stt Poxpalwiesuus ooo ue studs SuhyGmsfemin Chane sudd Sum Delete sed Chane wee WewAWed change tih foeon change Wompet competono Change tconfcand Date Candidature Confirmed 68 Change Delete Frm To Ne Change testcomp Estimated Completion Date Funded Completion M irem Joe uate M rere een LLL Date Changg Changg trepexcomp sid trepexcomp Enrolment Date Changg stat 00000000 StattDate Date ge Expected EE Dale e ce ij 7 2 Examples Example 1 Number of
13. The AOU of the student is recorded here This field is populated by the Student Feeder 4 2 9 Previous Course History Contains information about the student s earlier studies as well as details of the most recent degree 4 2 10 Significant Dates Significant dates such as the date of a Notice of Intention to Submit a thesis are recorded here and can also be linked to an email to a student or supervisor 4 2 11 Study Mode Change This is principally used to record change in EFTSU such as from full time to part time or to record 0 00 EFTSU such as when a degree is completed or a student has withdrawn 4 2 12 Supervisors Supervisor details are recorded here Related Items NOT currently in use 4 2 13 Documents Documents can be added to the student record through the Browse button 4 2 14 Ethics Clearances Ethics clearances are recorded here Data includes the ethics code category title AOU dates status 4 2 15 Linked Projects If a student is involved in a research project recorded in the Projects module of ResearchMaster the RM Project Code and Project Title of this project can be recorded in this related item 4 2 16 Progress Reports Progress reports must be completed annually Information required includes date due dates signed and assessment Usually the assessment is either Satisfactory Progress or Unsatisfactory Progress but Exempted is also possible 4 2 17 Pubs Project Link If a student is the author or co author
14. The Core Person is the PG student who you are creating the significant event date for A RME Person is all staff and students listed in the Personnel Module of RM Please note that the email account Res Cand Res Cand acu edu au is a RME Person in RM and its RM Person Code is 0000020622 29 A RME Person can be searched for as follows Select RME Person from the drop down list and position your cursor in the field appearing below Click on the List Data button on the left hand side of the screen 000001 7293 880036M S0GD25w 9131464 970199M 500001930 500004025 500007674 500013514 500013887 500018746 500019377 500021378 500023267 500029960 500030112 500031688 500033961 500036365 500041402 500042631 500045183 500051869 500051891 500060120 500062031 500062452 500062715 500072335 500073559 500078958 500081207 500081742 500083022 500083206 000838 Elizabeth Ann Dowling David Justin Burke Neil Patrick Harrigan Jose Mag isa Vergara Peter Devenish Meares Therese Maree Buck Bernard Leslie McGrath Norberto Dellosa Natalie Ellen Ross Sandra Jane Menteith William Francis Robert Ireland Nithyananda Augustus N Ruth Louise Sheridan Catherine Patricia Dallinger Nicholas James Tuohy Thathathai Singsa Lucienne Elise Paul Reverend Andrew Emmanuel Peters Daniel John Fleming Ms Ann Margaret Crawford Natalia Grigorieva Rev Dr David Wiliam Loder Sr Teresa Anne Flaherty Anthony Mark Maher Paula Sammut
15. Change Subject Enrolments 0 i uperisors Related Items currently in use 4 2 1 Classifications Several fields are available here including ANZSRC Field of Research codes and Major The Major field is populated by the Student Feeder 4 2 2 Confirmation Candidature The process of confirming candidature is tracked and maintained here including the tracking of the paperwork involved the approvals required and the assessment outcomes This is explained in more detail in section 5 3 4 2 3 Course Enrolments This item stores data relating to the most recent course enrolment of the student and is populated by the Student Feeder 4 2 4 Employment This item stores the employment details of the student if the latter also is or was a staff member of ACU Employment details come from the HR Feeder 4 2 5 Examinations Overall results from thesis examinations or other examinations and other details such as dates are recorded here 4 2 6 Examiners The information recorded here includes examiners names and verification of examiner status local and international status and contact details date invited to examine thesis date invitation accepted date 20 thesis and examination materials sent original thesis sent date expected submission date reminder sent examiners submission received assessment resubmission required examiner paid 4 2 7 Leave Leave including type of leave and dates are recorded here 4 2 8 Linked AOU
16. Dat Title Est a Date sr Email Dit Status Wo records to be displayed ucy Made Change General Note Subject Enrolments General Note Supervisors General Note Mo email attached to this event Clear Link Oo Tesis lire 12 08 08 Completed 18 03 03 Completed rada dud Completed 4 fmMA 1m 27 o The Compose Email screen will appear us Recipients x Subject and Body Attachments OO00021 756 Ms Chiara Condotta chiara condottam acu edu aus Core Person w Recipient list cc CC list ACC list eS SS e eT eme e In the Recipients tab The From field should be automatically populated with your details The To field is referring to whom you are sending the email The CC field is referring to whom you are sending a carbon copy of the email The BCC field is referring to whom you are sending a blind carbon copy of the email Candidature Officers must b c c their own email addresses and also b c c Res Cand acu edu au otherwise no copies of the email will be created and it will only be seen by the recipient 28 Compose Email Recipients Subject and Body oiii E dalla chiara condotam acu edu au LT Person Core Person RME Ferson RME Committee HMaon RME Person 2 Examiners 2 Primary Examiner E Superyi uperisors v cc i CL list Attachments Add BCC list In each of the To CC and BCC fields there is a drop down list as shown above
17. Jones Not Specified v Not Specified v C Primary Examiner 54 If the examiner is in the list Select the examiner and click on the button Copy Details to Field Select Classification and Position Do not tick Primary Examiner Click on the save changes to record button E on the left hand side of the screen The new examiner record is now displayed in the bottom part of the Postgraduate Entry window If the examiner is NOT in the list In the Examiner Code field you will need to enter a new ID number for the examiner To create the ID number please follow the following format EX 1st letter of firstname 2 letter of firstname surname numeral Example 1 The examiner David Jones will become EXDAJONES1 The 1 indicates that this is the first David Jones in the system If it was the second then the code would be EXDAJONES2 The code field only accepts up to 10 characters Therefore if the surname is longer we will need to truncate it to fit 10 characters This is shown in example 2 below Example 2 The examiner Christine Benetton will become EXCHBENET1 The 1 indicates that this is the first Christine Benetton in the system If it was the second then the code would be EXCHBENET2 Type this into the Examiner Code field A Code not found screen will appear Click Create Record aac Ao Examiner Form m is Es ii lrerson Full Name v OASE NOT nudes v f
18. NOT EqualTo Display only current records Yoo000ts218 Catholic Diocese Matt v FulName 9 CICASELINOT includes v 1 holic Di itland ole Viocese Matan E EUIS x T CAEL mm F 0000015219 Catholic Diocese Forbes Milcannia 0000015220 Catholic Education Office Adelaide Display only current records E 0000015221 Catholic Education Office Bendigo N 0000015222 Catholic Education Office Broken Bay E 0000015223 Catholic Education Office Cairns P 0000015224 Catholic Education Office Northern Territory Catholic E Rockhampton Ill gt lt Previous Course History Create Hew Person Paget Page2 No records to be displayed Work Phone Home Phone Scholarship History Fax Number Mobile Significant Dates Email Address 0 0 0 0 Study Mode Change 1 AQU No Code Subject Enrolments 0 Managing Unit No Code M Ext Organisation Code No Code Organisation Person s Role Campus No Code Progress Reports Pubs Project Link Click on the button Return Selected Code e This will bring you back to the Add Person Form window The code of the selected organisation will now be in the Ext Organisation Code field o Please Note if the organisation you are looking for is not in the list please send an email to res performance acu edu au e Click on the Page 3 tab e In the Date Involved From field enter the student s start da
19. PhD PhD PhD PhD PhD PhD PhD Australian Citizen Australian Citizen International Onshore Australian Citizen Australian Citizen Australian Citizen Australian Citizen Australian Citizen Study Mode Part time Part time Part time Part time Part time Part time Part time Part time Part time Full time Part time Part time Part time Part time Part time Part time Part time Part time Part time Full time Part time Part time Part time Part time Part time Full time Full time Full time Full time Full time Part time Part time Full time Full time International Onshare Full time 2 2 2 Changing the Control Desk s appearance In this section we will explain how to customise the appearance of your Control Desk window This means that you can decide which columns appear on your Control Desk window Please follow the instructions below if you would like to add or remove a column on your Control Desk window e Go to Settings in top menu bar e Click on Control Desk Preferences o Click on the Postgraduate tab e Click on the button Modify selected record on the left hand side of the screen 11 o Click on the button Load all fields This will display in the 1 pane all the fields which can appear on the Control Desk window Control Desk Preference Finance Personnel Postgraduate Control Desk Fields Field name select tofi load ail fields i In this order
20. Starting Module Postaraduate v Allow sortable Control Desk columns Click on the Postgraduate tab as shown below User Preferences General Projects Publications Postgraduate Entry Screen Budget Financial Entry Default Financial Year Set the Default Financial Year field as the current year s on the left hand side of the screen Click on the Save Changes to Record button Close the User Preferences window Control Desk AS Active Student MEDR Australian Citizen AS Active Student PHDH Australian Citizen User Preferences General Projects Publications Postgraduate Entry Screen Budget Financial Entry Default Financial Year 2000 v 2 2 Changing Control Desk Preferences 2 2 1 Understanding the Control Desk window The Control Desk window lists all the student records returned by the search criteria that you specify in the Postgraduate Selection Criteria window In section 3 of this manual you will find a detailed explanation of how to refine your search using the Postgraduate Selection Criteria window z ResearchMaster RM4 EXE Control Desk Michael Edward Foley LA Leave of Absence A David Justin Burke S hectve Nei Patrick Harrigan AS Active Student Jose Magisa Vergera 5 AS Active Student Peter Devenish Meares 7 IS Inactive Therese Meree Buck AS Active Student Bernard Leste McGrath 25 IS Inactive Masters by Research
21. Student Zulerha Keskin AS Active Student Haken Coruh AS Active Student Darii Perry AS Active Student Andrew James Prince 7 AS Active Student 4C 4e Cheer D DM DN DM DM DM DS pD DN rFsasSs8sBsBssBsBBs AEAFAFAFIT Items can also be sorted on the Control Desk window by double clicking the column headings Double clicking the extreme left column header small grey box on the Control Desk window resizes all the column widths Ics ResearchMaster RM4 EXE File Edit System Navigate Format Settings Administrator Window Help Faculty Person Code Full Name Student Id Postgraduate Status Study Classificatio 24567 Ms Bronwyn Testing AS Active Student Masters by Research 10 All the column widths have now been resized and you can see a full view of all the columns listed on your Control Desk window as shown below amp ResearchMaster RM4 EXE File Edit System Mavigate Format Settings Administrator Window Help Control Desk l3s2a 3500 3520 3500 f 3520 3500 LE I 3520 3500 f 3520 3500 3520 3500 3520 3500 3520 3500 3520 3500 J 3520 3500 3520 3500 3520 3500 3520 3500 3520 3500 3520 3500 2520 3500 3520 3500 3520 3500 3520 3500 3520 3500 3520 3500 3520 3500 3520 3500 Ih 3520 3500 d Applications Full Mame O00001 esa4 O00001 7293 Ban aa Gp25vwy 9131464 9701 99M 500001 930 SOO004025 en n
22. Students per Supervisor Step 1 Target your students Your control desk should only display the students that you want to appear in your report 1 Click on the button Display find criteria screen on the left hand side of the screen This will open the Postgraduate Selection Criteria window 2 Youcan find all the students supervised by e One specific supervisor go to the second tab Related From Postgraduate select Supervisors in Table Surname in Field Equal To as the Operator and the surname of the supervisor in the Value s field In the screenshot example below we are searching for all the current students supervised by Shurlee Swain Postgraduate Selection Criteria Standard Criteria Related From Postgraduate Related From Other Modules Table Field Flags Operator Value s Supervisors Surname v DB CASE NOT EqualTo Swain ml m CASE NOT Equal To CASE NOT Equal To CASE NOT Equal To CASE NOT Equal To CASE NOT Equal To CASE NOT Equal To CASE NOT Equal To CASE NOT Equal TO CASE NOT Equal To Clear Criteria Psi do i Retrieve Save LEJEJEJEJEJEJEJESES D L1 ull o 1 a 1 ull 69 e Several supervisors go to the second tab Related From Postgraduate select Supervisors in Table Surname in Field In List as the Operator and the surname of the sup
23. This will open the Postgraduate Report Selection window 72 2 You can select the Report Group as General Report Name as Student Core Details Full Page Report KEk Classic Reports Crystal Reports HTML Reports Report Mame Student Core Detalls Full Page Report v Report Title Student Care Details Full Page Report Report Description All details ofthe base student record shown on ane complete page Output is ordered by the student cade Related details are not Es displayed an this repart Step 3 Choose the format for your report refer to step 3 in section 7 1 above We recommend that you use the Excel format The email addresses are then found in the columns semail and mcomment that you would rename as indicated in the table in step 3 in section 7 1 above Example 3 Report showing Expected Completion Dates Thesis Submission Due Dates over a certain period of time Step 1 Target your students Your control desk should only display the students that you want to appear in your report 1 Click on the button Display find criteria screen on the left hand side of the screen This will open the Postgraduate Selection Criteria window 2 In order to retrieve the targeted students go to the second tab Related From Postgraduate select Postgraduate in Table Thesis End Date in Field Equal To as the Operator to specify one specific date or Between as
24. dl Middle Namerlnitials Signof s 0000016958 Shaw Paj z i Gender Study Mode Change Tile Not Specified Male Female Subject Enrolments Preferred Full Name Ken Smith Type Grouping O Internal Student Both 9 External Transaction Financials 0 Classification Academic General Position Associate Supervisor v Primary Supervisor Supervisor 5 4 2 Adding External Supervisors e If the supervisor is external then first search on their surname as above but if the person is not in the list click on the Create New Person button e This will automatically generate an ID number in the Supervisor Code field e By pressing Tab on your keyboard to move across the fields enter the Surname Given Name Title Gender and Position e In the Type Grouping field select External to mark the fact that this is an external supervisor e Move to Page 2 tab and bring your cursor into the Ext Organisation Code field e Click on list data on the left hand side of the screen This will open the Find Organisations window e Select Organisation Name the operator Includes and type in some letters of the organisation institution university that you are looking for e Click on the organisation you are looking for to select it 41 Find Organisations Sel Organisation Nam v CASE NOT Includes catholic 1 E Add Person Form vy CASE
25. gan Middle Name oU eee Title Full Mare case study Select the student record you wish to modify from the Control Desk Click on the button View selected record El on the left hand side of the screen This vvill open the Postgraduate Entry window In the bottom part of the Postgraduate Entry window click on the related item called Confirmation Candidature Select the Confirmation of Candidature record Click on the Edit button Enter the data you wish to record in the appropriate field s Click on the button save changes to record E on the left hand side of the screen Postgraduate Entry Thesis Details Confidential Current Research Coursework Given Mame Masters by Research Middle Mame Australian Citizen Confirmation of Candidature Mr Bruce Test A i cd P n nfirmati ry nf Date Received 15 09 2007 Special Requirements Thesis topic to be narrowed to include only ane Dates Signed by student 20 08 2007 i Course Enrolments No records to be di PY Supervisor DD S200 Documents Supervisor Code 1 Employment by head af AGU Ethics Clearances Examinations Examiners Assessment 39 5 4 Supervisors 5 4 1 Adding Internal Supervisors e Select the student record you wish to modify from the Control Desk e Click on the button View selected record El on the left hand side of the screen This will open the Postgraduate Entry window e I
26. item called Leave Click on the button Add This will open the Postgraduate Leave window In the Leave Study Status field select appropriate type of leave from the drop down list Please Note Maternity Leave Leave of Absence and Sick Leave will all increase the time available for maximum completion on the Progress tab Llates Further Details L eavei amp tudy Status Comments Maternity Leave Mot Specified Commencement Date Outside study Sick Leave Est Completion Date Terminated Actual Completion Date 1ransfer Withdrawn Active Completed Completion Notes SSCS 5 6 1 When the request for leave is approved e Fill in the Commencement Date e Fillin the Est Completion Date e Click on the button save changes to record E on the left hand side of the screen e The new leave record now appears in the bottom part of the Postgraduate Entry window e Record a Significant Date with event as Return From Leave Refer to section 5 1 and Appendix One e f necessary revise the Expected Completion Date in the Thesis Details tab in the top part of the Postgraduate Entry window 5 6 2 When the student returns from leave e Gotothe related item Leave in the bottom part of the Postgraduate Entry window e Select the Leave record and click on the Edit button 47 e Fill in the Actual Completion Date and click on the button save changes to record E on
27. of a research publication recorded in the Publications module of ResearchMaster the RM Reference Code publication name and category of this publication can be recorded in this related item 4 2 18 Scholarship History Scholarship information can be recorded here 4 2 19 Subject Enrolments Subjects in which the student is enrolled can be recorded here 21 4 3 Fields populated by the Student Feeder The Student Feeder creates new student records and updates existing student records each time it is run The fields listed in the tables below are populated by the Student Feeder each time The exceptions are as indicated Please note that the Student Feeder will not create a new student record if that record may create a duplicate in the RM Personnel module Each time it runs it generates a list of new and rejected records In the case of rejected records the Research Performance team will investigate and the new student record will not be created until the next time the Student Feeder is run Two sets of addresses are transferred the residential PR and mailing addresses MA For the purposes of this table only one set of address fields is listed below RMField BannerFieldldentifiedforFeeder Address line 1 Address line 2 Birth Place Citizenship Country Date of Birth Email Address Comments NB only when blank Email Address student PERS Given Name Home Phone Language Male Female Middle Name Mobile Per
28. the left hand side of the screen e Update the Return From Leave Significant Date record with the actual date of return Refer to Appendix One e f necessary revise the Expected Completion Date in the Thesis Details tab in the top part of the Postgraduate Entry window 48 5 7 Withdrawal Record the withdrawal as a Significant Date Refer to section 5 1 of this manual for instructions on how to record a Significant Date Core Details Progress Contact Details Citizenship Coursewrk Other Thesis Details x Postgraduate Entry BE Original Study Mode Full time Part time Enrolment 21 02 2007 Funding Mode Not Specified Special Admission Special Admission Type Start 2103 2007 Prior Load 0 000 Not Specified Min Completion 3 07 2009 Start Load 0 500 Part time Funded Completion 49 12 2010 Present Load 1 000 Full time REPON Frequency Annually Max Completion 19 12 2010 Consumed Load 1 881 Report Status Not Specified Completed li Balance 0 119 Total Leave days 123 3 Special Consideration Requested Extension Requested Extension Approved Extension From Significant Dates Initial Details Further Details Completion Details Extension To Date of Action 1 07 2010 Status Active Completed C Milestone Event Withdrawn Withdrawn Linked Facility Event Linked Projects BE Tiie v Previous Course History
29. until you are satisfied that your control desk displays all the students that should appear on your report Step 2 Display Print or Save your report 1 Click on the button Display Print Screen This will open the Postgraduate Report Selection window S on the left hand side of the screen Postgraduate Report Selection Postqraduate Report Selection Classic Reports Crystal Reports Exports HTML Reports Report Group Dates v Report Name Failed Emails In PostGrad Module v Report Title Failed Emails In PostGrad Module Repart Descriptian This repart shows details of any emails created via Significant Dates 4 that were not successfully sent Displays the title ofthe email by whom itwas sent ta whom it was sent and relevant significant event details k7 Import Report Clone Report Modify Report Delete Report File Output Type RTF Output Style eee OL LL 64 2 Select the Report Group and Report Name according to the Report Description given on the screen 3 The Screen button allows you to view the standard report from the screen The Printer button allows you to print a hard copy of the standard report The File button gt allows you to save the report in Excel Postgraduate Report Selection gc T ERES Report Marne Failed Emails In PostGrad Module Report Title Failed Emails In Pastorad Module
30. 0 Progress Reports D i Pubs Project Link Email C Send Email T Status 0 Scholarship History 0 Significant Dates vB Link Selecte Significant Dates 1 II Title Signof s 0 03 02 08 Confirmation of Candidature Record a Study Mode Change and set the EFTSU to 0 00 Refer to section 5 5 of this manual for instructions on how to record a Study Mode Change Postgraduate Entry Core Details Progress Coursewrk Other Contact Details Citizenship Completed Status Est Completion Date 1 07 2010 Time days 0 Completion Date 1 07 2010 Time days No email attached to this event inked HS LE Email 03 03 08 Completed Y N To Send Seg Thesis Details Part time Funding Mode Not Specified Original Study Mode Full time Enrolment 2 02 2007 Special Admission Special Admission Type I Start 2 03 2007 Prior Load 0 000 Not Specified Min Completion 3 07 2009 Start Load 0 500 Part time Funded Completion 3 07 2011 Present Load 0 500 Part time Peport Frequency Annually Max Completion 3 07 2011 Consumed Load 1 573 Report Status Mot Specified Completed mi Balance 0 327 Total Leave days T23 Progress Comments Special Consideration Requested Extension Requested Extension Approved if if Pubs Project Link 0 FF Extension From Scholarship History Date of Change Comm Study Mode Change Details Comments
31. 10 Present Load 1 000 Full time Report Frequency Annually Max Completion 19 12 2010 Consumed Load 1 881 Report Status Not Specified Completed 11 Balance m 04189 Total Leave days T23 Progress Comments pes onsideration Requested aggdension requested and approved for seve s Extension granted on 05 11 2011 Extension Requested E Extension Approved Extension From 20 12 2010 i 20 06 2011 Budget Financials Classifications No records to be displayed Committees Confirmation Candidatur Course Enrolments Documents Employment 50 e Click on the Thesis Details tab e Update the Expected Completion Date field Postgraduate Entry Core Details d crogecs Contact Details Citizenship Coursewrk Other Thesis Details 1 Expected Completion Date 3 03 2011 ged Date ii Lodger Creat Catalogue Number Thesis Title PhD thesis title New Ways Teaching the Old Testament in Secondary Schools at 15 10 2010 Previous title Teaching the Psae in Secondary Schools 2005 2010 MA thesis title Creating Religious Curricula in Primary Schools MPHE 601 completed 1996 v Abbreviated title PhD thesis title New Ways of Teaching the Old Testament in Secondary Schools at 15 10 2010 Previ Special Requirements Comments Classifications 1 Confirmation Candidatur Course Enrolmen
32. 52 Ms Meredith Ann Secomb pptions Mae item 00062715 Ms Catherine Maria O Brien Ignore if none 500072335 Atkin Zaku All records 500073559 Christopher Thomas Baker Select record s vi 500078958 Dominic amp rcamone Copy to message Add field to message 500081207 Dr Margaret Tam 500083022 Shane Edward Dwyer 500083206 Ayse Guc UL SZ Ub AS Active SUAE PAL a 500083837 Denis John Cochrane 500083837 AS Active Student Australian Citizen e Click on the Search for email templates button e Select the email template you are looking for e Click on the Return Selected Code button Compose Email Recipients subject and Body Attachments Subject Confirmation of Candidature Mong Find Email Templates KEk Search for Email Templates JM cia pntro to this rec ode Confirmation of Candidature Postgraduat Confirmation of Candidature overdue Postaraduat Notice of Intention to Submit Postaraduat Return from Leave Thesis submission due Thesis Submission Overdue Number p p Comments XY ode as name Return Selected Code JE T SeNct record s Template No Code Copy to message AddNjeldto message Preview Send Now and Save Save NQancel CC IZ HEN 1 4 Tz 12 772 77 MEN ZEE TEL dd ET E M 33 o Click on the button Copy to message in order for your email to be p
33. Admissian Enrolment Funding Mode Special Admission Type Start 103 2007 Prior Load Min Completion Start Load Parttime Funded Completion 8070011 Present Load 0 500 Parttime REPRO Frequency Annually 2 Max Completion Consumed Load 1 673 Report Status Completed ji Balance Total Leave days 123 Progress Comments Special Consideration Requested Extension Requested Extension Approved Study Mode Change Pubs Project Link i Details Scholarship History Dem af Dess E Significant Dates E ee change to full time Signotts Date af Change 52010 Study Made Change EFTS following change 01 00 Threshold Value 0 800 Subject Enrolments Supenisors Transaction Financials o Click on the button Save Changes to Record E on the left hand side of the screen The new Study Mode Change record is now displayed in the bottom part of the Postgraduate Entry window 45 You will notice a change in some fields in the Progress tab in the top part of the Postgraduate Entry window If necessary revise the Expected Completion Date in the Thesis Details tab in the top part of the Postgraduate Entry window 46 5 6 Leave Select the student record you wish to modify from the Control Desk Click on the button View selected record B on the left hand side of the screen This will open the Postgraduate Entry window In the bottom part of the Postgraduate Entry window click on the related
34. Leave days EE Progress Comgaan Special Consideration Requested Significant Dates CIE Extension Requested Extension Approved Date of Action 3102 2008 Status Active 2 Milestone Event Progress Reports f Event Confirmation of Candidature Extension From fi di initia Details 2i Completion Details Extension To ii 7 n Completed Pubs Project Link ach Title Confirmation of Candidature i EE ala No records to bell Est Completion Date 3 03 2008 Time days 29 Completion Date 3 03 2008 Time days 29 Significant Dates i J L Signoffs Email v Send Email Status Email attached to this event Study Mode Change Confirmation Candidature v Link Selected ttem o inked Subject Enrolments Supervisors No records to be displayed 26 5 1 2 Setting up an Email in a Significant Date The email you prepare and attach to the Significant Date is scheduled to be sent on the date you specify in the Date of Action field If it is specified in the last column of Appendix One Email Yes No To Whom that you need to send an email for the particular event you are recording then you will need to follow the steps below See also Appendix Three Significant Date Email Templates for detailed information and instructions about each email template e Tick Send Email in Significant Dates Postgraduate Entry Significant Dates Significant
35. Norberto Dellosa AS Active Student Natale Elen Ross AS Active Student Masters by Research Sandra Jene Mentem 13887 AS Active Student PhD W lam Francs Sutmann AS Active Student PD Robert reland TE Thesis Under Examination PD NErrenance Augustus Nathan e Ruth Louise Sheriden Catherine Patricis Dalinger Nicholas James Tuot Thathetnai Sngsa Standard Crierie Related From Postgraduate Related From Other Modules Lucienne Eise Paul Table Field Hags Operator Value s penai ten Euni Deer Postgraduate Postgraduate Code CASELINOT Equal To Daniel John Fleming Ms Am Margaret Craviord Postgraduate AQU CASE INOT Equal To Natalia Grigorieva Postgraduate Managing Unit CASE INOT Equal To Per Dr Devid Vlan Loder Posigraduate Scholarship Recipient CASE NOT EqlalTo Postgraduate Full Name case INOT Includes Pada Sammt Postgraduate Staff ID LICASE NOT Includes Ms Meredih Ann Secomio Postgraduate Current Record CASE NOT Equal to Posigraduate IntemalEdemaliStudert 1 CASE NOT Includes Postgraduate Student ID DCASEL NOT Includes i Examination Postgraduate Selection Criteria x ES fols ii mm my um 888888888 Ms Catherine Maria O Brien Atkin Zaku Christopher Thomas Baker Dominic Arcamone Dr Margaret Tam 2 Mehne Yauuz Seker Shene Edward D eryer Ayse Guc Denis John Cochrane AS Active Student Sandra Jayne Cornish AS Active Student Patricia Anne Mayne AS Active Student Pierre Lindsay Chineegadoo AS Active
36. Report Description This report shows details of any emails created via Significant Dates that were nat successfully sent Displays the title af the email by Whom twas sent ta whom it was sent and relevant significant event details issue Report cons rn wosty Report Report Delete Wb File Output Type RIF Output Style ee LLL EN LL LE 9 Ben 65 Step 3 Choose the format for your report You can generate your report in the following formats e RM Standard Report This is the report format which is generated when you click on the Screen button The format of this report cannot be changed BET Classic Reports Crystal Reports Exports HTML Reports Report Name Failed Emails In PastGrad Module v Report Title Failed Emails In Pastorad Module Report Description This report shows details of any emails created via Significant Dates that were nat successfully sent Displays the title ofthe email by whom it was sent ta whom it was sent and relevant significant event details Import Report Clone Report Modify Report Delete Report File Output Type RTF Output Style e Ms Excel Select the File Output Type as Microsoft Excel 5 0 xls in the drop down list Click on the File button This will then prompt you to save the file Postgraduate Report Selection m zl E Classic Reports Cystal Reports Exports HTML Reports Report Mame Failed Emails In PostGrad Module v Report Title
37. Significant Date Postgraduate Entry Core Details Progress Contact Details Citizenship Coursewrk Other Thesis Details Expected Completion Date 15 08 2010 Lodged Date 8n 1 2010 Lodged Location Catalogue Number Thesis Title The Origin ofthe Vatican Special Characters Abbreviated title Special Requirements Significant Dates initia Detalls Further Details Completion Details Date of Action 8 11 2010 Status O Active Completed Milestone Event Event Final Thesis Lodged v Title Final Thesis Lodged Est Completion Date Time days Completion Date Email C Send Email dit Status No email attached to this event Comments Previous Course History 0 Progress Reports 0 Pubs Project Link 0 lt Selected Item eteta Scholarship History 0 teditem ClearLink Ee PAEA Significant Dates 1 Study Mode Change 1 Subject Enrolments 0 Supervisors 1 No records to be displayed v e Click on the Modify Selected Record button E on the left hand side of the screen This will enable the top part of the Postgraduate Entry window e Click on the Thesis Details tab e Fill in the Lodged Date e Goto the Special Requirements field and enter the Layman s Summary Besigreduste Em 39 E art time Research MD 3 Core Details Details Citizenship o CoursewrdOther Expected
38. Significant Dates Table 1 eene eene eene eene nennen hene rete r eren eese sees e sone 79 APPENDIX TWO Major Events Table oda euneRe eui eu E Con vnd eun pano aw exp vec en t SuE eu dnV En vu A te ie tics es 80 APPENDIX THREE Significant Dates Email Templates ecce eere eee eene nenne rene nne 81 APPENDIX FOUR AOU Table esesesesesesesesesesssessssssosssosososososososesoscscscscscscscscsosesesesesesesesesesesesese 89 1 Using this Manual This manual has been written to support Higher Degree by Research HDR Candidature Officers in managing the candidature of ACU HDR students Additional Documents Higher Degree by Research HDR Student Candidature Management Workflow This manual must be used in conjunction with the document Higher Degree by Research HDR Student Candidature Management Workflow Higher Degree by Research HDR Student Candidature Management Workflow shows the procedure to follow for each particular event affecting the HDR student s candidature Higher Degree by Research HDR Student Candidature Management Workflow refers to this manual where a particular event is undertaken in the ResearchMaster RM Postgraduate Module Banner Banner which is ACU s Student Management System holds data regarding ACU HDR students The student records in the RM Postgraduate Module are created by an automatic feed of data from Banner into RM which takes place on a d
39. The Add Examiner Form window will appear e In the Add Examiner Form window select Full Name Includes and type in some letters of the examiner s surname e Click on the button Search fox Postgraduate Entry Progress Contact Details Citizenship Coursewrk Other Thesis Details NJK1234 Male Core Details Scholarship Recipient Confidential Current Study Type Research Coursework Study Classification Doctor of Education Student Code Female Surname Tested Given Name Natalie Middle Name Kay Title Ms Honours Full Name Preferred Names Add Examiner Form Ms Natalie Kay Tested Full Name v CASE NOT Includes jones Full Name v CASEL NOT Includes om Tested Given Name Natalie Ka Tager T Jones Middle Name Kay 0000020055 Emeetan Cloud Jones Title Ms ei 0000020157 Grant Adam deWitt Jones Full Name Ms Natalie Kay Kay Tested 0000020425 Dr Brett Jones 0000020426 Tony Jones 0 9111285 Julie Ann Jones 0 ms C 0 Employment Ethics Clearances Examination Panels Examinations Copy details to fields Name Comments Fund Sources Leave ContactRole Assessment Linked AOU Examiner Code Surname Given Name Middle Name initials Title Full Name Classification Position 0000020426 v Active Member Other ET Jones Tony Not Specified Gender Male Female Tony
40. aily basis See the definition of Student Feeder in section 1 2 Consequently HDR Candidature Officers maintain the student records in RM but are not in any circumstance required to create a new student record The fields that are used from Banner to create and maintain core data in the RM record are explained in section 4 3 RM After the postgraduate PG record is created by the Student Feeder Candidature Officers add other information to the RM record The items that require data entry are explained in section 4 4 and modifying a student record is explained in section 5 Queries If you have any queries while using this manual please contact Research Services on Extension 3158 or by email to res performance acu edu au 1 1 Appendices Appendix One In Appendix One you will find a table which you should refer to each time you create a Significant Date This table provides information on the data that needs to be entered in each of the fields present on the data entry screen Each event in column 1 has a specific set of data that needs to be recorded when you create a Significant Date For some events such as the Confirmation of Candidature you will also need to attach an email reminder to the Significant Date record It is therefore crucial that you always refer to this table and ensure that you have recorded the correct data in each of the fields forming part of the Significant Date record Appendix Two In Appendix Two you will fi
41. ance 9 acu edu au Please note It is possible that a former ACU staff member who is marked as Internal has now become external If so tick External The reverse also applies If status is changed please advise Research Services by email res performance acu edu au Select the Supervisor and click on the button Copy details to fields In the Position field select the Supervisor s position from the drop down list Click on the Page 3 tab In the Date Involved From field enter the Associate Dean Research s date of approval as signed off on the Application to Change Supervisor Form Click on the Save changes to record button E on the left hand side of the screen The supervisor s name will now appear in the bottom part of the Postgraduate Entry window If the newly appointed supervisor is External follow the steps below To record the newly appointed supervisor click on the button Add This will open the Data Issue window Click on the button Supervisor This will open the Add Person Form window In the Add Person Form window select Full Name Includes and type in some letters of the supervisor s surname Click on the button Search Select the Supervisor and click on the button Copy details to fields If the person is not in the list click on the Create New Person button This will automatically generate an ID number in the Supervisor Code field By pressin
42. art time to full time or full time to part time as well when students withdraw or terminate their candidature become inactive or are deceased When a student s examination result is D Defer a study mode change is also necessary to reset the student s load e Select the student record you wish to modify from the Control Desk e Click on the button View selected record El on the left hand side of the screen This will open the Postgraduate Entry window o In the bottom part of the Postgraduate Entry window click on the related item called Study Mode Change e Click on the button Add The Study Mode Change window will appear e Position your cursor in the Title field and type in the name of the change such as Change to full time or Change to part time or Withdrawn Inactive Deceased or Terminated e Bring your cursor in the Date of Change field and type in the date of change This is the date that the change is effective from e Bring your cursor in the EFTS following change field and type in the EFTSU Full time is represented by 1 00 part time is represented by 0 500 and withdrawn or terminated is represented by 0 00 a Postgraduate Entry ox taracduate wr Bruce Test Full time Mas by Research Current Yes M 3 Core Details Progress Contact Details Citizenship Coursewrlother Thesis Details Original Study Made Full time Part time Special
43. by Research or PhD Student Feeder refers to the automatic daily feed of data from Banner into the RM Postgraduate Module Study Type is either Research or Coursework All HDR degrees are Research Student Type refers to Australian citizen status or International Onshore or International Offshore student status 2 Changing User Preferences Control Desk Preferences and your Password 2 1 Changing User Preferences You can customise your user preferences to make button tooltips available sort from columns on your control desk determine which Module appears first when you log in RM and set the default financial year in the Postgraduate Module Please follow the instructions below if you would like to change your user preferences e Go to Settings e Click on User Preferences o A ResearchMaster Alert will pop up Click on the OK button e Click on the button Modify selected record E on the left hand side of the screen Click on the drop down list of the Starting Module field and select Postgraduate Tick the box next to Allow sortable Control Desk columns User Preferences General Projects Publications Postgraduate Finance Funding Selection Screens Linked to Module Buttons 9 Yes O No Show ToolTips on Forms Yes ONo Show ToolTips on Toolbars Yes ONo Show ToolTips on Control Desk 9 Yes No Maximise Control Desk on Starting Yes ONo 7 ent Summary on Starting QYes No Dates Ranging From
44. cation Pho PhD PhD PhD PhD Student Type Australian Citizen Australian Citizen Australian Citizen Australian Citizen Australian Citizen Australian Citizen Australian Citizen Masters by Research Australian Citizen PhD PhD PhD PhD Australian Citizen Australian Citizen Australian Citizen Australian Citizen 500021378 TE Thesis Under Examination Masters by Research Australian Citizen SODU23267 TE Thesis Under Examination 500029960 LA Leave of Absence 500030112 AS Active Student 500031688 TE Thesis Under Examination 500033961 AS Active Student SO0036365 TE Thesis Under Examination 500041402 AS Active Student 500042631 AS Active Student 500045183 IS Inactive 500051569 LA Leave of Absence 500051691 AS Active Student 500060120 TE Thesis Under Examination 500062031 AS Active Student 500062452 TE Thesis Under Examination SOO062715 LA Leave of Absence 500072335 AS Active Student S00073559 AS Active Student 500075955 AS Active Student 500061207 AS Active Student 500081742 45 Active Student SO0083022 AS Active Student SO0083206 AS Active Student PhD PhD Australian Citizen Australian Citizen Masters by Research Australian Citizen PhD PhD PhD PhD PhD PhD PhD PhD PhD International Onshore Australian Citizen Australian Citizen Australian Citizen Australian Citizen International Onshore Australian Citizen Australian Citizen Australian Citizen Masters by Research Australian Citizen PhD PhD
45. cations Confirmation Candidatur Pode Course Enrolments Documents Employment CUSTCOCES RTHL Beligion and Theology Examinatians 1 0 0 Ethics Clearances 0 0 Examiners 2 61 5 14 Progress Reports Information on Progress Reports can be added to the RM record but this process is under review in development Instructions will be provided at a later date 62 6 Notes and Comments Progress Contact Details Citizenship and Thesis Details tabs have comments fields These can be used to record notes on student progress leave additional emails or other information E on the left e If a Comments field is greyed out click on the Modify Selected Record button hand side of the screen e Make a comment Always start a new comment with the date of entry and end it with a full stop and your initials e The most recent comment should always be entered above the last comment E on the left hand side of the screen e Click on the Save Changes to Record button Postgraduate Entry Core Details Progress Contact Details Citizenship Coursewrk Other Original Study Mode Full time Part time Special Admission Enrolment 2 02 2007 Funding Mode Not Specified v Special Admission Type Start 2003 2007 Prior Load 0 000 Not Specified Min Completion 212 2008 Start Load 0 500 Funded Completion 2112 2011 Present Load 0 500 Max Completion 242 2044 Consume
46. d Full Mame Dr Nankle Fernandez Gender Male Female Classification Mot Specified Position Mot Specified Primary Examiner Es Click on the save changes to record button on the left hand side of the screen You will see that the order of the examiners has been changed 56 5 11 2 Recording the details of an assessment made by an Examiner In this section we will show how to edit the Examiner s record so as to track the thesis examination process e Select the student record you wish to modify from the Control Desk e Click on the button View selected record El on the left hand side of the screen This will open the Postgraduate Entry window In the bottom part of the Postgraduate Entry window click on the related item called Examiners e Select the examiner you wish to modify e Click on the button Edit This will open the Edit Examiner Form e Click on the Assessment Comments tab Edit Examiner Form Date Invited ta Examine Thesis Date Invitation Accepted Date Thesis Exam Materials Sent Date Thesis Exam Materials Received Date Expected Submission Date Reminder Sent Date Examiners Submission Received Assessment Result Date Examiner Paid Comments 060 Assessment omments 10 05 2003 5710 2003 125172008 v Original Thesis Sent v Reminder Sent 25 01 2010 25 02 2010 Resubmission Required Mot Specified O42 010 Recnanition of ou
47. d Lage Completed if zi Hz Total Leave days 276 Progress Comments Special Consideration Requesj d 01 06 2008 This student took five months leave to care for his his sick mother DC Extension Requested 4 Extension Approved Extension From E Extension To Examinations Ee Examiners 0 Commence Estimated Compi t a Leave Comments Approved Leave Leave 2 01 06 07 01 10 07 D Sick Leave Linked AOU 1 01 01 08 01 06 08 O1 06 08 Leave of Absence Linked Projects 0 Previous Course History 0 0 0 Progress Reports Pubs Project Link v 63 7 Reports This section is divided into 2 parts e Section 7 1 covers the basic steps to run a report in ResearchMaster e Section 7 2 provides detailed instructions for some examples of standard reports that can be generated from ResearchMaster 7 1 Basic Steps Step 1 Target your students Your control desk should only display the students that you want to appear in your report 1 Click on the button Display find criteria screen on the left hand side of the screen This will open the Postgraduate Selection Criteria window 2 In order to retrieve the targeted students refine your search by entering values in the different fields Refer to section 3 2 Finding a particular student record 3 When you are happy with the search criteria you have specified click on the button Find Records You can repeat steps 1 to 3
48. details Udy Mode Change 18 06 10 18 06 10 Completed N Subject Enrolments I 04 10 10 Notice of Intention to Submit O4 10 10 Completed Supervisors J di 09 11 10 Thesis submitted 8 11 10 MD 3 11 10 Completed o Click on the save changes to record button E on the left hand side of the screen e Create a new Significant Date the event being Thesis Submitted for Examination Refer to section 5 1 of this manual for instructions on how to record a Significant Date e Record a Study Mode Change and set the EFTSU to 0 00 Refer to section 5 5 of this manual for instructions on how to record a Study Mode Change 53 5 11 Recording Examiners and Assessment Details A thesis examiner will always be an external person in RM because the examiner is not an internal ACU staff member However it is possible that a moderator may be an internal ACU staff member If you search for an ACU staff member and his her name does not appear in the list then please send an email to res performance acu edu au 5 11 1 Adding a new examiner to the student record e Select the student record you wish to modify from the Control Desk C A e Click on the button View selected record El on the left hand side of the screen This will open the Postgraduate Entry window o In the bottom part of the Postgraduate Entry window click on the related item called Examiners e To record a new examiner click on the button Add e
49. e date extension approved date lodged date in Access or date of note entry date of data entry in RM 1 month prior to NOI due date 1 month prior to due return date date of email where HDR Manager contacts candidate re termination 1 month prior to expected 1 month after expected date of data entry in RM date advice of withdrawal received Milestone Event data entry tick Yes No Yes Yes No Yes Yes No Yes Yes No No Yes No No Yes Yes es Y Estimated Completion Completion Date Em ee n a effective date e g could be ll expected date of actual date of confirmation Er NN nml n a date in Access or date of note LEE d n a effective date e g could be date due to return actual date of return date added after receipt of form from student advising of their return date date of advice given to date conditions approved by ADR student re conditions set by ADR effective date e g could be LEN RE 2 weeks after date of action date response received n a n a effective date e g could be in the past date of withdrawal in letter Email Yes No To Whom No Y to Supervisor e e to Supervisor No No e e Y Y to Student Y to Student S S 3 S No Yes to Student Yes to Student N O O O N APPENDIX TWO Major Events Table Major Events Table Core Details Tab Overall Status Candidature incl email
50. eeenenn nennen 22 RM Data Entry after the Student Feeder for new students eeeseeeeeennee 24 Modifying a current student record ccscsceccccscsccccccsceccccccscececcecscsceccecscsceseccecscsceecess 25 Sign cant Dates eite acetone latenter tuve deae tede is etc pea s eatin eek iue aeu ace 26 Moditvine the Tesis TEIG oet lestie dade coo n Cui eb an ra Bee ie State eie Gelato bo ha tida ue 37 Confimiatlonof Candidate arer e acre tc ubera UEM ria ERROR entesa iE DENTRO rei is 38 SUDO VISOT Sata tnc aiat beta ualle acetic lateat abc iss E tortis tieta inet cuba ouis 40 Study Mode Changed cc e rb eee awe a Eu Lud 45 EI Ie E 47 WENA IW alilicant cant amic atenta a a E a 49 ExtON SION ene E N E M N E NE N A 50 Notce ONCE IO TO SUD artista a a a a mtdaltctat citi 52 Thesis SUDMIS SON atacs ir 53 Recording Examiners and Assessment Details eese 54 Adding am Examination ReDOFLUs bise hi oie out exp Epis tb Rte de etii ne NER obe Me Ce M a 59 Eins bres Eod Be cetur UP E mM EDD DIM MEAM M T Md xf 60 Progress REDOT etat teta mitat estimem ut cutn rud DU tU a a uei Cet Ev Peu atn mesu 62 Notes ANG COMMEONES s e eo te elem pd inn n M E 63 REDOT S t s 64 Basic SECIS cc issnihee dun i totpuibiada NEA fala in teo uan a Dia to EA Cola ia bon a Cola anion Dre CoD AO Rue 64 EXaImDIB Sicut utes au Roe M MER EH eL LI Laus cito Er UD 69 APPENDIX ONE
51. elf and Res Cand 1 4 Subject and body Subject Confirmation of Candidature Message Dear Principal Supervisor First Name Given Name Your student Core First Name Given Name Student ID Core Student ID who is enrolled in Core Course is due to complete the requirements for Confirmation of Candidature on Related Confirmation of Candidature due date As such please ensure that the necessary arrangements are made for the Confirmation seminar to take place After the Confirmation seminar has been held please ensure the attached Confirmation of Candidature form is completed and returned to me THIS IS AN AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL If you have any questions please contact me on Sender email address Kind regards Sender First Name Given Name Candidature Officer 82 2 Confirmation of Candidature OVERDUE If the Confirmation of Candidature has not been completed one month after the Due Date send this email to the Principal Supervisor to establish the status of the Confirmation 2 1 Significant Date Fields Date of Action One month after Confirmation Estimated Completion Date Two weeks after Date of Action Completion Date Date response received from Supervisor 2 2 Email Template Fields me maior Op from aa pr Candidature Officer Res Cand Save Send now Send now on date of action 2 3 Choosing your recipients In the To field choose Primary Supervisor from the drop down li
52. ervisors in the Value s field In the screenshot example below we are searching for all the current students supervised by Shurlee Swain and Jen Couch Postgraduate 5election Criteria 121 i ji late Sele 1 SV Standard Criteria Related From Postgraduate Related From Other Modules Table Field I Flags Operator I Value s CASELINOT InList Swain Couch CASE WOT Equal To CASE WOT Equal To CASE WOT EqualTa CASE WOT Equal To CASE WOT Equal To CASE WOT Equal To CASE WOT Equal To CASE WOT Equal To CASE WOT Equal To e Supervisors within a specific AOU go to the second tab Related From Postgraduate select Supervisors in Table AOU in Field Equal To as the Operator and the AOU code in the Value s field Use the List Data button on the left hand side of the screen to help you retrieve the AOU Code In the screenshot example below we are searching for all the current students having supervisors belonging to the School of Arts and Sciences VIC Standard Criteria Related From Postgraduate Related From Other Modules Table Field Flags Operator Value s CABE NOT Equal To CASE WOT Equal To CASE WOT Equal To CASE WOT Equal Ta CASE WOT Equal To CASE WOT Equal To NOT Equal Ta Clear Criteria 2 Ps Psi Find Records Retrieve save r WEE 1 cE ol w oC Wa Ol case NOT EqualTo BEEN oo ee ol a
53. etion date that is the Max Completion date found on the Progress tab in the top part of the Postgraduate Entry window Use the field Max Completion Date in your search criteria Postgraduate Selection Criteria Standard Criteria Related From Postgraduate Related From Ot n Field l Mar Completon Dar Re Operator Value s 5 meg y v Max Completion Date _ CASE CI NOT MEKC CASE NOT CASE CASE CASE CASE CASE 77 If you want to search using the student s Completion Date that is the Completed date found on the Progress tab in the top part of the Postgraduate Entry window Use the field Date Completed in your search criteria Posteraduate Selection Criteria Standard Criteria Related From Postgraduate Related From Other Table Field Date Compere Lee Operator net El Postgraduate v puse n vl Date Completed CASEL NOT ERIE CASE NOT ES EEES Greater Than CASE Less Than CASE CASE CASE CASE 78 APPENDIX ONE Significant Cancellation Confirmation of Candidature Overdue Confirmation of Candidature Extension Final Thesis Lodged after examination General Note Inactivated Notice of Intention to Submit NOI Return From Leave Show Cause Terminated Thesis Submission Due Thesis Submission Overdue Thesis Submitted for examination Transferred Withdrawn Dates Tabl
54. f the Postgraduate Selection Criteria window is the Related From Postgraduate tab In this tab you can select fields which are not necessarily present on the Standard Criteria tab e In the first drop down list under the title Table select Postgraduate In the second drop down list under the title Field select the field with which you want to refine your search For example you could use the Max Completion Date field e Select the Operator These are Includes Equal To Greater Than Less Than In List Between No Value Starts With e Enter your value e For example if you would like to search for all students whose maximum completion date was during 2010 select the operator Between and enter the values as 01 01 2010 and 31 12 2010 15 Postgraduate Selection Criteria Standard Criteria Related From Other Modules Tae Ew Field e Comision Dell c Value s Postgraduate v ve Max Max Completion Date v Date se ace aire en NO 1012010 B 211132010 DL oo A O D CASE CASE CASE CASE CASE CASE m m M mi oO Aa e Once you have set your search criteria click Find Records The records which meet the search criteria you have specified will be displayed on your Control Desk 3 2 3 The Related From Other Modules tab e The 3 tab of Postgraduate Selection Criteria window is the Related From Other Modules tab e In this tab y
55. fessional Doctoral Thesis for Examination http www acu edu au 177553 3 Submission of a Higher Degree Thesis for Examination Information Sheet http Awww acu edu au 161964 If you require additional time to complete your thesis you will need to apply for an extension of candidature Please complete the Application to Vary Conditions form available in the Forms section of our website http www acu edu au 161964 THIS IS AN AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL If you have any questions please contact me on Sender email address Kind regards Sender First Name Given Name Candidature Officer 86 5 Thesis Submission due Template The purpose of this email is to remind the student that their thesis is due for submission within one month 5 1 Significant Date Fields Date of Action One month prior to expected completion date Estimated Completion Date Expected completion date Completion Date Date of submission of thesis for examination Email Template Fields me emma Prom ao ANN NN a e Supervisors 0 pervisors HE a Officer Res Cand OO SR 00 SR Application to Vary conditions 20100118dot to Vary conditions 20100118 dot ea Now Save Data cala aa created in advance Send now if created on the date of action 5 3 Choosing your recipients In the To field choose Core Person from the drop down list the Core Person is the PG student Click on the Add button to bring the studen
56. from the drop down list the Core Person is the PG student Click on the Add button to bring the student into the Recipient List In the CC field choose Supervisors from the drop down list Click on the Add button to bring the supervisors into the CC List In the BCC field you will add yourself and Res Cand acu edu au Refer to section 5 1 2 of the RM user manual for the instructions on searching for and adding an RME person yourself and Res Cand 3 4 Subject and body Subject Return from Leave Message Dear Core Given Name Surname Our records indicate that you are due to return from leave on Related Leave expected completion date Following resumption of your candidature please ensure that the attached Resumption Form is completed and returned to me as soon as possible Please note that this form must be completed to confirm your resumption If you need to extend your period of leave please discuss with your supervisor and complete another Application to Vary Conditions form available in the Forms section of our website http www acu edu au 161964 THIS IS AN AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL If you have any questions please contact me on Sender email address Kind regards Sender First Name Given Name Candidature Officer 84 4 Notice of Intention to Submit At the initial establishment of the PG student record you will create the Notice of Intention to Submit Due Date refer t
57. g Tab on your keyboard to move across the fields enter the Surname Given Name Title Gender and Position Please ensure you also enter their email address In the Type Grouping field select External to mark the fact that this is an external supervisor Move to Page 2 tab and bring your cursor into the Ext Organisation Code field Click on list data on the left hand side of the screen This will open the Find Organisations window Select Organisation Name the operator Includes and type in some letters of the organisation institution university that you are looking for Click on the organisation you are looking for to select it Click on the button Return Selected Code This will bring you back to the Add Person Form window The code of the selected organisation will now be in the Ext Organisation Code field Please Note if the organisation you are looking for is not in the list please send an email to res performance acu edu au Click on the Page 3 tab 43 In the Date Involved From field enter the Associate Dean Research s date of approval as signed off on the Application to Change Supervisor Form Click on the save changes to record button E on the left hand side of the screen The supervisor s name will now appear in the bottom part of the Postgraduate Entry window 44 5 5 Study Mode Change The purpose of Study Mode Change is to record the change in EFTSU from p
58. he Preparation and Presentation of a Research or Professional Doctoral Thesis for Examination Sept 2009 pdf e 01 Submit for Examination Information 20100215 pdf Save Send Now Save will be sent on Date of Action 4 3 Choosing your recipients In the To field choose Core Person from the drop down list the Core Person is the PG student Click on the Add button to bring the student into the Recipient List In the CC field choose Supervisors from the drop down list Click on the Add button to bring the supervisors into the CC List In the BCC field you will add yourself and Res Cand 2acu edu au Refer to section 5 1 2 of the RM user manual for the instructions on searching for and adding an RME person yourself and Res Cand 85 4 4 Subject and body Subject Notice of Intention to Submit Message Dear Core Given Name Surname Please find attached the Notice of Intention to Submit and Thesis Summary forms which must be completed by the Related Significant Event NOI expected completion date to allow the University adequate time to prepare for the examination of your thesis Your thesis is due to be handed in on Thesis End Date Please complete and return the attached forms by email to Res Cand acu edu au If you require any assistance please contact your Principal Supervisor or me on Sender email address Please also refer to the attached documents 2 Policy on the Preparation and Presentation of a Research or Pro
59. ick on the list data button on the left hand side of the screen This will open the Find Email Templates window 0000016684 Michael Edward Foley S00043745 LA Leave of Absence PhD Australian Citizen 0000017293 Elizabeth Ann Dowling 8620420 AS Active Student Doctor of Education Australian Citizen 880036M David Justin Burke m Din 90GD25W Neil Patrick Harrigan Compose Email 9131464 Jose Mag isa Vergara 970199M Peter Devenish Meares 00001930 Therese Maree Buck Recipients Subject and Body Attachments 00004025 Bernard Leslie McGrath z 500007674 Norberto Dellosa Subject Notice of Intention to Submit 00013514 Natalie Ellen Ross 500013887 Sandra Jane Menteith Message Choose item 500018746 William Francis Sultmann Core Module 500019377 Robert Ireland Record fields 500021378 Nithyananda Augustus Nathan 1st Level 800023267 Ruth Louise Sheridan ABS 500029960 Catherine Patricia Dallinger AQU 00030112 Nicholas James Tuohy Access control to this rec 500031688 Thathathai Singsa Account Code 500033961 Lucienne Elise Paul Address Line 1 500036365 Reverend Andrew Emmanuel Peters Address Line 2 S00041402 Daniel John Fleming Analysis S00042631 Ms Ann Margaret Crawford Birth Place S00045183 Natalia Grigorieva Campus 500051869 Rev Dr David William Loder Catalogue Number 00051891 Sr Teresa Anne Flaherty Citizenship 500060120 Anthony Mark Maher Citizenship Comments 00062031 Paula Sammut Show code as name 5000624
60. ils tab stores the thesis title expected completion date lodged date lodged location and comments 19 4 2 The bottom part of the Postgraduate Entry window The items listed in the bottom part of the Postgraduate Entry window are called Related Items EE Postgrad Financ Action Dates Full Name Student Id Postaraduate Status Postgraduate Entry Progress Contact Details Citizenship Coursewrk Other Thesis Details Student Code 123456 Male O Female Scholarship Recipient C Confidential v Current Surname Test Study Type Research Coursework Given Name Bruce 1 Study Classification Masters by Research Middle Name student Type Australian Citizen Title Mr v Person Category Aboriginal Descent Honours Primary AOU 514G School of Educatio Full Name Mr Bruce Test Managing Unit 5000 Faculty of Education Preferred Names Student ID 123456 Surname Test Staff ID Given Name Bruce Overall Status AS Active Student v Middle Name Account Code itlg Course MEDR Master of Educatio Analysis ee Classifications N ete TE cick Ac Confirmation Candidatur Percentage Primary Course Enrolments 1 USTCODES RLED Religious Education Documents 0 Employment 0 Ethics Clearances 0 Examinations 0 Examiners 1 Leave 3 Linked AOU 1 0 0 0 0 0 1 1 Linked Projects Previous Course History Progress Reports Pubs Project Link Scholarship History Significant Dates Study Mode
61. initially establish the PG student record The purpose of the email is to remind the Principal Supervisor of the upcoming due date 1 1 Significant Date Fields Date of Action One month prior to Confirmation Estimated Completion Date Expected date of Confirmation Completion Date Actual date of Confirmation 1 2 Email Template Fields eames tia from ao MN BCC Candidature Officer Res Cand acu edu au Attachment 1 RS Confirmation of Higher Degrees URC 20101025 Save Send Now Save will be sent on Date of Action 1 3 Choosing your recipients In the To field choose Primary Supervisor from the drop down list Click on the Add button to bring the Primary Supervisor into the Recipient List If there is more than one supervisor you need to add the other supervisors in the CC field In the CC field choose Supervisors from the drop down list Click on the Filter button This will open the List Screen window you will see all Supervisors listed In the select criteria field choose Primary from the drop down list equal to No and click on the find records button Click on the Return Filter Condition button Click on the Add button to bring all supervisors except the primary supervisor to the CC field In the BCC field you will add yourself and Res Cand acu edu au Refer to section 5 1 2 of the RM user manual for the instructions on searching for and adding an RME person yours
62. ip Coursewrk Other Thesis Details Student Code 123456 Male Female Scholarship Recipient Confidential Current SUE Test Study Type Research Coursework Study Classification Masters by Research Given Name Bruce Middle Name Student Type Australian Citizen Title Mr Person Category Aboriginal Descent Primary AOU 514Q School of Educatio Mr Bruce Test Managing Unit 5000 Faculty of Education Preferred Names Student ID 123456 Surname Test Staff ID Given Name Bruce Overall Status AS Active Student Account Code Mr Course MEDR Master of Educatio Mr Bruce Test Analysis Classifications 1 s ic Sy Confirmation of Candidature Confirmation Candidatur Course Enrolments No records to be displayed 20 10 2011 if Special Requirements Dates Signed by student if by supervisor if Supervisor Code No Code by head of AOU if Assessment Not Specified o Click on the button save changes to record E on the left hand side of the screen The new confirmation of candidature record is now displayed in the bottom part of the Postgraduate Entry window e Create a Significant Date the event being Confirmation of Candidature Refer to section 5 1 of this manual for instructions on how to record a Significant Date 38 5 3 2 Modifying the Confirmation of Candidature details in an existing student record Preferred Names eurnarme Given Name BEL ENS
63. me Date 23 11 2017 4 Grande Dels Date Lodged Location Catalogue Number Thesis Title Innovative framework for handling challenging decisions Special Characters Abel ug Special Requirements Comments 60 e Click on the Save Changes to Record button E on the left hand side of the screen Important Note The Completion Date on the Progress tab in the top part of the Postgraduate Entry window will be populated by the Student Feeder following the update of Banner by the Course Completions staff D es HET i re IESEREI EIE eT as Oe Postgraduate Entry 5 L3 l L i E r du de F Vm geom m gom die m d SEE VER a a eal I ml L T m Tes er nec e TT HOM a Dt icu Is T aut Els stall CALLA TINI atri ck pnarriqal Part time Research nb ent Mo 2 eee eee eee eee Care Details Contact Details Citizenship CoursewrkOther Thesis Details Original Study Made Full time Parttime Special Admission Enrolment 1 07 2003 Funding Made 330 RTS special Admission Type Start 1 07 2003 Prior Load 0 000 Not Specified Min Completion o Start Load 0 500 Parttime Funded Completon BUM 0500 Parttime Report Frequeney TT JEF 2721 Report Status Mot Specified Ff cometes pum Cee 9H2 2010 gua Completion Datej ens Total LESVE TTA TITE Special Consideration A IEEE Extension Requested Extension Approved Extension From Extension To Classifi
64. mmittees currently configured A RME Committee can be searched for as follows Select RME Committee from the drop down list and position your cursor in the field appearing below A Click on the List Data button on the left hand side of the screen This will open the Find Committees window By using the search criteria select full name from the drop down list and the operator Includes Type some letters of the committee you are looking for Click on the committee you have selected and then click on the button Return Selected Code Click on the Add button to bring the committee into the Recipient list A non RME Person is an external person who is not currently listed in the RM Personnel database You should enter their name and email address as shown below Then Click on the Add button to bring the person into the Recipient list Compose Email Compose Email Recipients Subject and Body Attachments Dianam 0598 Ms Chiara Candatta chiara condottam acu edu au gt Ta RME Person v JNo Code Recipient list Nan RME Person ane smith jane smith monash edu au Jane Smith jane smith imonash edu au Add BCC list 31 Examiners refer to the examiners listed in the related item Examiners in the PG student record There are currently no email templates for Examiners Primary Examiner refers to the examiner who is marked as Primar
65. n 4 3 of this manual provides the list of fields that are populated by the Student Feeder In the following section information has been given on how to modify core student details If you need to modify a core student detail you will need to check in section 4 3 of this manual to find out whether this core student detail forms part of the fields that are automatically updated by the Student Feeder e If the student detail is automatically updated in RM by the Student Feeder i e the field is listed in section 4 3 This student detail must be updated in Banner and then the RM student record will be updated by the daily feed If Banner is not updated then the information in RM will be overwritten by the Student Feeder and RM will be out of date e If the student detail is NOT automatically updated in RM by the Student Feeder i e the field is NOT listed in section 4 3 then this student detail must be updated in RM Following any changes to candidature that require data entry in Banner please ensure that you double check and verify that the student details transferred into RM by the Student Feeder are accurate and correct This will also help you to validate the correctness of your data entry in Banner 25 5 1 Significant Dates See Appendix One Significant Dates Table for detailed information on Significant Dates including the meaning of all the date fields 5 1 2 Setting up a Significant Date e Select the student record
66. n ACU staff member and his her name does not appear in the list then please send an email to res performance acu edu au e Please note It is possible that a former ACU staff member who is marked as Internal has now become external If so tick External The reverse also applies If status is changed please advise Research Services by email res performance acu edu au e Select the Supervisor and click on the button Copy details to fields e In the Position field select the Supervisor s position from the drop down list e Click on the Page 3 tab e In the Date Involved From field enter the student s start date e Click on the Save changes to record button E on the left hand side of the screen The supervisor s name will now appear in the bottom part of the Postgraduate Entry window 40 Postgraduate Entry Add Person Form Core Detalls Progress Contact Detail Student Code NJK1234 Male v Full Name v CICASEL NOT Includes smith Surname Tested 2 Full Name v mi e E NOT Includes Middle Name Kay Re Title Ms mmm 0000016929 Caroline Smith Honours Full Name Ms Natalie Kay Tested Preferred Names Surname Tested Given Name Natalie Kay COL E it rn Title Ms esa Paget Page2 Page3 Full Name Ms Natalie Kay Kay Tested Supervisor Code 0000016875 v Active Member Order Pubs Project Link Surname Smith Scholarship History Given Name Ken goer 0000020207 Bessant
67. n active student or one on leave but not one who has withdrawn or graduated or is otherwise no longer studying External refers to a person who is not an internal staff member or a student They may have a position as an external author of a publication which also has one or more ACU authors or they may have acted as an external supervisor or examiner They belong to another university institution or organisation Feed Item refers to a data element such as a student s name which is originally recorded in Banner This data element is then also recorded in RM by the daily feed of data from Banner into the RM Postgraduate Module Refer to page 3 of this manual for a summary of the role of Banner See section 4 of this manual for the list of data elements which form part of the daily feed of data from Banner into the RM Postgraduate Module HR Feeder refers to the monthly feed of data from the HR department into the RM Personnel module Internal refers to a person in the Personnel module who is an internal staff member of ACU Load in the Progress tab refers to EFTSU A four year course has a load of 4 00 and a full time enrolment load is 1 00 Person Category refers to ATSI status Aboriginal or Torres Strait Islander Postal Address corresponds to the mailing address in Banner MA Record refers to the set of data stored for each student in the RM Postgraduate Module Study Classification refers to the degree name such as Masters
68. n the bottom part of the Postgraduate Entry window click on the related item called Supervisors e To record a new supervisor click on the button Add This will open the Data Issue window e Click on the button Supervisor Postgraduate E Add Person Form s Full Name v CASE MOT Includes Core Details J LI Li Thesis Details 1 Full Name v L ICASEL INOT Includes Student Code Current pare v Display only current records rsework Given Name Middle Name Title Honours ool of Education Full Name ulty of Education Preferred Names Surname Given Name L Middle Name Paget Title Supervisor Code tor of Education Full Name Surname Pubs Project Link 4 Given Name Scholarship Historq Middle Name lnitials Significant Dates 4 Title Not Specified Signoffs Study Mode Chang Subject Enrolments Supervisors Transaction Financ ResearchMaster Alert Please indicate which type of supervisor you wish to assign this A student Full Name Type Grouping O Internal Student Both External Classification Academic General Your selection will determine which personnel are available Position e This will open the Add Person Form window In the Add Person Form window select Full Name Includes and type in some letters of the supervisor s surname o Click on the button Search If the supervisor is a
69. naging Unit Person Code Full Name Student Id Postgraduate Status Study Classificatio mUNEHNME Y A Postgraduate Selection Criteria Related From Postgraduate Related From Other Modules f r vem iii E p Flags Operator Value s C Postgraduate Postgraduate Code CASE NOT Equal To El Postgraduate AOU CASE NOT Equal To C Postgraduate Managing Unit CASE NOT Equal To El Postgraduate Scholarship Recipient CASE NOT Equal To El Postgraduate Full Name CI CASE NOT Includes C Postgraduate Staff ID EI CASE J NOT Includes C Postgraduate Current Record CASE NOT EqualTo J Postgraduate Internal ExternaliStudent C CASE C NOT includes C Postgraduate Student ID CI CASE J NOT Includes Clear Criteria P B A3 Find Records Retrieve Save Rim4lpre RimdlocallRmdipre Record 9 12 Record Unlocked NUM tg Start S Inbox Microsoft Out Training f ResearchMaster RM4 TA RM Postgraduate Mo BR 7 El 4 10 04 aM 3 2 Finding a particular student record e Click on the Display find criteria screen button on the left hand side of the screen This will open the Postgraduate Selection Criteria window e In this window you can see the fields you can use to refine your search 14 Postgraduate Selection Criteria bou amd dal oe Ta Iata Es atirar ds ae se de tty E a rates geared eee Related From Postgraduate Related From Other Module
70. nd Body Attachments Subject Canfirmatian of Candidature Message Dear 5Srepeat ci32rm4tperl arder sgivennamea line ifZLPRIMAE T 15952 lt E TM i name Hendrepeatt repeat i32rmd4tperl arder ssurnarma line ifZLPFRIWMARY 1987 95 i32rmda4tperl ssurnam e lt hendrepeatt Choose item Core Module vt Record fields 1st Level ABS Your student rmn4tiper sgivenname t lt rnmdtper ssurname t Student ID ormdtoper sstudid who is enrolled in rmdiper ccourse name s is due to complete the requirements for Confirmation af Candidature an erepeatisormndtpgprorderctdue line h is5ormd4tpgpr tdue lt hwendrepeathe AS such please ensure that the necessary arrangements are made for the confirmation seminar to take place After the Confirmation seminar has been held please ensure the attached Confirmation of Candidature form is completed and returned to me THIS IS AN AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL DO NOT REPLY Copy ta message ADLI E Access control to this rec Account Cade Address Line 1 Address Line 2 Analysis Birth Place Campus Catalogue Number Citizenship Citizenship Comments Show code as name Options for related item Mew line lganare if nane All records Select record s Add field ta message a re ll 81 1 Confirmation of Candidature You will create the Confirmation of Candidature Due Date and Confirmation of Candidature Significant Date when you
71. nd a snapshot of the tasks performed in RM and Banner for each of the events happening during the student s candidature You can use this table as a quick reference guide to rapidly determine what data entry must be done in RM and Banner as well as the sections in the manuals where the detailed instructions can be found Appendix Three In Appendix Three you will find a description of each Significant Date Email template Each description includes the recipients attachments and text Instructions are also provided for the templates in which the recipients must be filtered Appendix Four In Appendix Four you will find a table providing the 4 digit codes of AOUs in RM and their equivalent 3 digit codes in Banner The table also specifies the faculties to which the AOUs in RM belong to 1 2 Definitions Address corresponds to the permanent residence in Banner PR AOU refers to Academic Organisational Unit for example the School of Theology or the Centre for Early Christian Studies Refer to Appendix Three of this manual AOU Code refers to the 4 digit code which is used to identify a particular AOU Refer to Appendix Three of this manual Confirmation of Candidature refers to the process by which a Higher Degree by Research HDR student is approved to continue with their candidature Completion Dates in the Progress tab refers to the standard length of time of a course enrolment without extensions Current Student is a
72. nstructions for creating emails choosing recipients and adding a template are found in Section 5 1 2 of the RM User Manual e Each time you create an email from the templates check that the email subject has been populated from the template If it hasn t make sure you insert the email subject e After you have chosen the template and copied it to the message the text you will see in italics in the subject and body sections of each event specified in this appendix is automatically populated from the PG student record e To check that the correct data has been populated in the email click on the Preview button In the case of the NOI email you will have to first save the Significant Date before previewing the email in order to check that the correct data has been populated This means that you will need to 1 Create your Significant Date record as per the instructions in section 5 1 of the RM User Manual but do not preview the email at this time 2 When you are back to the bottom part of the Postgraduate Entry window select your NOI Significant Date record and click on the Edit button This will reopen the Significant Dates window 3 Click on the edit button located next to the Send Email field 4 click on the Subject and Body tab 5 click on the Preview button 6 The email is now the correct version of what your recipient will see and read Compose Email ose Ema Recipients Subject a
73. nts are made for the Confirmation seminar to take place After the Confirmation seminar has been held please ensure the attached Confirmation of Candidature farm is completed and returned to me THIS 15 AM AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL DO NOT REPLY TOIT Ifyou have any questigs please contact me on rmd4tsend semail Kind regards Preview EDRIUIDIDEUDDEDDEDDUDUEDIPIDIDIDEIMIS Copy to message Access control to this rec Account Code Address Line 1 Address Line 2 Analysis Birth Place Campus Catalogue Mumber Citizenship Citizenship Comments Show code as name Options far related item Mew line Ignare if none All records Select record s Add field to message 4 gt a eH 34 After you have previewed your email click on the button Back to return to the Compose Email window Click on the Attachments tab in order to view the electronic files attached to the email Compose Email ES Recipients Subject and Body Attachments Attachment 1 UA Cn SSH UJ E a a a a a If you wish to attach a document click on the File button and locate the document on your computer 35 After the document has been attached you can either click on the Save button or the Send Now and Save button Compose Email Recipients Subject and Body Attachment 1 CADOCUMENTS AND SETTINGS ANPERRINIDESKTOPISCREENSHOTS OF RM BUTTONS DOCX
74. nz674 Michael Edward Foley Elizabeth Ann Dowling David Justin Burke Meil Patrick Harrigan Jose Mag isa Vergara Peter Devenish Meares Therese Maree Buck Bernard Leslie MeGrath Norberto Delosa 50001 3567 snnt 8746 sunt 3377 S00021 376 SO00023287 500029960 s00030112 s un31888 500053961 SOOO36365 S00041 402 500042631 500045183 500051869 500051891 S000601 20 SOO082031 500062452 00062715 Ss00072335 s0007 3559 sun aas 500081 207 500081 742 SOO08 3022 SOO08 3206 Sandra Jane Menteith William Francis Sultmann Robert Ireland Nithyananda Augustus Mathan Ruth Louise Sheridan Catherine Patricia Dalinger Michalas James Tuohy Thathathai Singsa Lucienne Elise Paul Reverend Andrew Emmanuel Peters Daniel John Fleming Me Ann Margaret Crawtord Natalia Grigorieva Rev Dr David Wiliam Loder Sr Teresa Anne Flaherty Anthony Mark Maher Paula Sammut his Meredith Ann Secomb his Catherine Maria O Brien Atkin Zaku Christopher Thomas Baker Dominic Arcamone Dr Margaret Tam Mehmet S auuz Seker Shane Edward Dwyer Ayse GUC Finance Student Id Postgraduate Status 500043745 LA Leave of Absence BB20420 AS Active Student GD EM S Inactive B Gp25w AS Active Student 131464 AS Active Student gr0188M S Inactive 500001930 45 Active Student SOO004025 IS Inactive SOOO0FE 4 AS Active Student 5000136857 AS Active Student 500018746 AS Active Student 500019377 TE Thesis Under Examination Study Clasziticatio Doctor of Edu
75. o section 5 9 of the RM User Manual and the Notice of Intention to Submit Significant Date The purpose of the email is to remind the student of the upcoming deadline and provide them with the appropriate forms Please note that if you preview the subject and body of this email before you have saved both the Significant Date and the email the NOI Expected Completion Date will not display This means that you will need to 1 Create your Significant Date record as per the instructions in section 5 1 of the RM User Manual but do not preview the email at this time When you are back to the bottom part of the Postgraduate Entry window select your NOI Significant Date record and click on the Edit button This will reopen the Significant Dates window Click on the edit button located next to the Send Email field click on the Subject and Body tab click on the Preview button The email is now the correct version of what your recipient will see and read NO 3 4 5 6 4 1 Significant Date Fields Date of Action Four months prior to expected completion date s ss s s Estimated Completion Date Three months prior to expected completion date Completion Date Date of receipt of NOI 4 2 Email Template Fields Notice of Intention to Submit To Student C Supervisors C C BCC Candidature Officer Res Cand e 1 SR NOI Form A 20100318 e 1a SR Thesis Summary Form 20100429 e Policy on t
76. on searching for and adding an RME person yourself and 88 APPENDIX FOUR AOU Table Bame RM AOU Name AOU Code AOU Code AOU Name Faculty Code Faculty Name School of Arts amp Faculty of Arts School of Arts amp Faculty of Arts School of Arts amp Faculty of Arts 414 Sciences QLD and Sciences School of Social Faculty of Arts School of Faculty of Arts School of Faculty of School of Faculty of School of Faculty of School of Faculty of School of Faculty of School of Faculty of School of Faculty of School of Religious Religious Faculty of Education 520 5201 Education 5000 Education School of Educational Educational Faculty of Leadership 540 5401 Leadership 5000 Education School of Nursing Faculty of Health School of Nursing Faculty of Health School of Nursing Faculty of Health National School School of Faculty of Health 89 National School of Exercise Science National School of Theology National School of Philosophy 622 622N 352 3520 357 3570 School of Exercise Science School of Theology School of Philosophy Faculty of Health Sciences Faculty of Theology and Philosophy Faculty of Theology and Philosophy 90
77. opulated by the template a E DER Compose Email Subject Subiect anc Body Attachments Add field to subject Al Choose item Record flelds 1st Level ABS AQUI Access control to this rec Account Cade Address Lina 1 Address Line 2 Analysis Birth Place Campus Catalogue Number Citizenship Citizenship Comments Show code as name Options for related item Mew line Ignore if none All records Select record s Copy to message U Add field ta message e Click on the button Preview in order to preview your email Canfirmatian of Candidature Message Message Body AND Confirmation af Candidature Compose Email Recipients Subject Confirmation of Candidature d MESSAdE Subject anc Body Attachments Dear z Srepeat ci32rm4tperl order sgivenname line ifzLPRIMAR Y 196 95 i32rm4tpaerl sgiven narme95 z 96endrepeat e repeat i32rm4tperl arder ssurnamea line ifZLPERIMWAR Y 15967 296 i32rm4 tperl ssurnarm e 57 95endrepeat s Choose item Care Module Record fields 1st Level ABS Your student rmdtper sqvenname s o rm4tper ssurname t Student ID AOU M Template COMFICAPND Confirmation of Candidature rm4tper sstudid gt who is enrolled in rm4tperccourse name is due to complete the requirements for Confirmation of Candidature on repeatissrindipgprorderctdue line i35rm4dipgprtdue endrepeathe AS such please ensure thatthe necessary arrangeme
78. or your report refer to step 3 in section 7 1 above 71 Example 2 List of current students with email addresses per RS Office Step 1 Target your students Your control desk should only display the students that you want to appear in your report on the left hand side of the screen This will open the Postgraduate Selection Criteria window 1 Click on the button Display find criteria screen 2 In order to retrieve the targeted students go to the second tab Related From Postgraduate select Postgraduate in Table RS Office in Field Equal To as the Operator and the state in the Value s field Use the List Data button bn the left hand side of the screen to help you retrieve the state In the screenshot below we are searching for current students in the QLD RS Office Postgraduate Selection Criteria Staraduate Selectior Standard Criteria Related From Postgraduate Related From Other Modules f Table Field Flags Operator Value s CASE NOT Equal To CASE WOT Equal To CASE WOT Equal To CASE WOT Equal To CASE WOT Equal To CASE WOT Equal Ta CASE WOT Equal Ta CASE WOT Equal To CASE WOT Equal To Clear Criteria del del ee ee ee tea Fw TERR CG EES RR tacte Retrieve Save D T ae lL ae 2 D A O a initi amp Step 2 Display Print or Save your report 1 Click on the button Display Print Screen S on the left hand side of the screen
79. ormat Settings Administrator Window Help Control Desk gt E LT Applications Full Name 123456 Mr Bruce Test 24567 Ms Bronwyn Testing Postgraduate Entry Core Details Progress ABS No Code IELTS _ No Code RS Office No Code Custom 2 o No Code Custom 3 No Code Custom 4 No Code HECS Code INo Code HECS Details Confirmation Candidatur Course Enrolments Documents Employment Ethics Clearances Examinations e f you bring your cursor into the ABS field and you click the List data button you will retrieve the list of the four types of research activities e Click on the Search for ABS button select the appropriate ABS type and click the button Return Selected Code to record the data in the ABS field e f you bring your cursor into the IELTS field and you click the List data button you will retrieve the list of IELTS scores e Click on the Search for TOEFLs button select the appropriate IELTS score and click the button Return Selected Code to record the data in the ELTS field e lf you bring your cursor into the RS Office field and click the List data button you will retrieve the list of the three Research Services offices in different states e Click on the Search for Postgraduate Custom 1s button select the appropriate office and click the button Return Selected Code to record the data in the RS Office field 4 1 6 The Thesis Deta
80. otice of Intention to Submit Extension To El Est Completion Date 1 10 2009 Time days Completion Date 1 10 2008 Time days 30 Linked Projects 0 m Email Send Email Status Email attached to this event Previous Course Histoy0 B IE Link Selected tem E Progress Reports 0 01 09 09 Pubs Project Link 0 Scholarship History 0 1 No records to be displayed Significant Dates Study Mode Change Subject Enrolments 2 0 52 5 10 Thesis Submission 5 10 1 Thesis Submission Due e Record a Significant Date the event being Thesis Submission Due Refer to section 5 1 of this manual for instructions on how to record a Significant Date 5 10 2 Thesis Submitted for Examination When you receive the 3 soft bound theses from the student you will need to change the status of the student to TE Thesis under Examination in Banner The student feeder will then automatically update RM overnight On the next day when RM has been updated with the overall status as TE you will need to perform the following steps in RM o Update the Completion Date field in the Thesis Submission Due Significant Date record with the actual date that the thesis was submitted Postgraduate Entry Significant Dates Date of Action Status Active completed C Milestone Event Event Title Est completion Date Email m reir ier E Emeen No records to be displayed Record
81. ou can select fields which are present in other modules of ResearchMaster 3 2 4 The Current Record field In most searches it is useful to tick the button All on the Standard Criteria tab The search will then find both current and non current students See table below for explanation of current status as reflected in Overall Status Current Students Non Current Students AS Active Student DS Deceased LA Leave of Absence GS Graduated Student TE Thesis under Examination TS Terminated WS Withdrawn IS Inactive SC Show Cause PG Pending Graduation 16 4 Understanding a student record in the RM Postgraduate Module A new student record in the RM Postgraduate Module will be created using student details extracted from Banner Refer to section 1 of this manual for information on the automatic daily feed of data from Banner into the RM Postgraduate Module Also refer to the definition of the Student Feeder in section 1 2 of this manual This section will further elaborate on the relationship between Banner and the RM Postgraduate Module The Postgraduate Entry Window is divided into two parts e The top part of the Postgraduate Entry window E The bottom part of the Postgraduate Entry window Postgraduate Entry Progress Contact Details Citizenship Coursewrk Other Thesis Details 123458 Male Female Scholarship Recipient Confidential Test Study Type Research Coursework Study Classification Masters by Resea
82. par NN BCC Candidature Officer Res Cand Attachment 00 SR Application to Vary conditions 20100118 dot Save Send Now Send now on Date of Action 6 3 Choosing your recipients e Inthe To field choose Core Person from the drop down list the Core Person is the PG student Click on the Add button to bring the student into the Recipient List In the CC field choose Supervisors from the drop down list Click on the Add button to bring the supervisors into the CC List In the BCC field you will add yourself and Res Cand acu edu au Res Cand 6 4 Subject and body Subject Thesis submission overdue Message Dear Core Given Name Surname As stated on your Notice of Intention to Submit your thesis was due for submission on Thesis End Date Our records indicate that you have not yet submitted your thesis Could you please provide a formal response in writing to this email outlining the reasons for your non submission As your thesis is now overdue you will need to apply for an extension of candidature Please complete the attached Application to Vary Conditions form also available in the Forms section of our website http www acu edu au 161964 THIS IS AN AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL If you have any questions please contact me on Sender email address Kind regards Sender First Name Given Name Candidature Officer Refer to section 5 1 2 of the RM user manual for the instructions
83. rch Student Code Surname Current Given Name Bruce Middle Name Student Type Australian Citizen Title Mr Person Category Aboriginal Descent Honours Primary AOU 514Q School of Educatio Full Name Mr Bruce Test Managing Unit 5000 Faculty of Education Preferred Names Student ID 123456 Sumame Test Staff ID Given Name Bruce Overall Status AS Active Student Middle Name Account Code The Title Mr Course MEDR Master of Educatio Full Name Mr Bruce Test Analysis bottom Ces sc foc o Jaa cca 4 Confirmation Candidatur Type Code Name Percentage Primary part Course Enrolments EUSTHUDES aren TT Documents stores the Employment Ethics Clearances Related Examinations Examiners Items Accessing the top part of the Postgraduate Entry window e Set the Control Desk window as the active window See the instructions in section 3 1 of this manual e Click on the Display Find Criteria Screen button in order to find a student record To see all student records click All and Find Records Select your targeted student record by left clicking anywhere on the student record This will highlight the student record in blue o Click on the button Modify selected record E to open the top part of the Postgraduate Entry window Accessing the bottom part of the Pos
84. rol Desk Click on the button View selected record B on the left hand side of the screen This will open the Postgraduate Entry window In the bottom part of the Postgraduate Entry window click on the related item called Significant Dates Click on the button Add Select Notice of Intention to Submit as the Event and complete the dates as specified in Appendix One The Date of Action is 1 month prior to the Notice of Intention to Submit NOI due date The Estimated Completion Date is the NOI due date The Completion Date will be the date of the receipt of NOI Tick milestone event Click on Send Email See further instructions on Significant Date emails at section 5 1 Postgraduate Entry Core Details Progress Contact Details Citizenship Coursewrk Other Thesis Details Original Study Mode Full time X Part time Special Admission Enrolment 2102 2007 Funding Mode Not Specified Special Admission Type Start Min Completion 1 01 2009 Start Load Funded Completion 1101 2010 Max Completion 1 01 2010 Completed El Total Leave days 153 initia Details Further Details Completion Details Special Consideration Requested Extension Requested is Date of Action 1 09 2009 Status O Active Complete Milestone Event 2 03 2007 Prior Load Not Specified Extension Approved Event Notice of Intention to Submit Extension From LE Title N
85. s i Flags Operator Value s Postgraduate Postgraduate Code cASE NOT EqualTO Cl Postgraduate AQU cAsE MOT Equd To O Postgraduate Faculty CASE NOT EqualTo S Postgraduate Scholarship Recipient CASE WOT Equal To Yes Nn Postgraduate Full Name cAsE NOT Inludes w C Postgraduate Staff iD casE NOT Inludes SOOO S Postgraduate Current Record CASE NOT EqualTa Q Yes Q Nn O All Postgraduate Internal Exemal Student CASE NOT Indudes vl Postgraduate Student ID casE NOT Inludes vl Clear Criteria P do Az Find Records Retrieve Save 3 2 1 The Standard Criteria tab e Use the AOU field to find all students from a particular AOU e Use the Faculty field to find all students from a particular faculty e Use the Full Name field to find a student using his her name You can just type some letters of the student s first name or surname o Use the Staff ID field to find a student who also has a staff ID e For the Current Record field If you select Yes you will identify current students If you select No you will identify past students If you select All you will identify all students e Use the Internal External Student fields to find internal staff external staff or students e Use the Student ID field to find a student using his her Banner student ID e Click on Find Records 3 2 2 The Related From Postgraduate tab The 2 tab o
86. s and course 4 1 2 The Progress tab stores information about the student s most recent enrolment including start dates the minimum maximum and expected completion dates which are generated by the system EFTSU Load details extension dates total leave days funding mode and status of progress reports Each progress report is tracked separately as a related item in the bottom part of the Postgraduate Entry window The university standards for the calculation of minimum maximum and expected time frames for the completion of study are shown below and RM postgraduate module has been configured accordingly The funded completion and maximum completion dates on the Progress tab will auto calculate Full time Part time Minimum Expected Normal Maximum Masters by Research F T 1 year 2 years 2 years d 2 years 4 years 4 years 1 year 3 years 3 years 2 years 6 years 6 years Doctor of Philosophy D 1 year 4 years 4 years P T 2 years 8 years 8 years 18 4 1 3 The Contact Details tab stores the address phone fax and other contact details for the student 4 1 4 The Citizenship tab stores citizenship details for all students 4 1 5 The Coursework Other tab stores several specific fields When you bring your cursor into each of the fields except HECS Details in this tab the List data button on the left hand side of the screen will be available F ResearchMaster RM4 EXE File Edit System Navigate F
87. s expected to occur THIS IS AN AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL If you have any questions please contact me on Sender email address Kind regards Sender First Name Given Name Candidature Officer 83 3 Return From Leave When you create a leave record in the related items Leave you will also create a Return from Leave Significant Date The purpose of the email is to remind the student that they are due to return from leave within the next month and they must complete the Resumption form to confirm their return to candidature You must first create the record in Related Item Leave refer to Section 5 6 of the RM User Manual before creating this significant date and email When creating this email make sure that all previous Leave records have been completed If there is more than one active leave record the field Leave expected completion date will be populated with all the active expected completion dates 3 1 Significant Date Fields Date of Action One month prior to due return date Estimated Completion Date Date due to return Completion Date Actual date of return date added after receipt of form from student advising of their return date 3 2 Email Template Fields ame emoe 0000007 Fem aa 0007 Candidature Officer Res Cand Attachment 00 SR Resumption Form Send Save Now Save will be sent on date of action 3 3 Choosing your recipients e Inthe To field choose Core Person
88. son Category Postcode State Student ID Student ID NB Initial enrolment only Student Type Suburb Surname Title Work Phone Year Arrived 22 RMField _ Bamner Field Identified for Feeder Course Code Course History Degree Name e g MEDR Master of Education Research Current Current Enrolment Date Start date of first Term Progress Tab NB Initial enrolment only radio button NB Initial enrolment only Study Type radio button Determined from Degree Type Study Classification Determined from Degree Type Enrolment Date Start date of first term Course Enrolments related item NB Initial enrolment only 23 4 4 RM Data Entry after the Student Feeder for new students The tasks to be done in RM following the creation of the new student record by the Student Feeder are 1 Enter the Start Date in the Progress tab in the top part of the Postgraduate Entry window 2 Enter the RS Office in the Coursework Other tab in the top part of the Postgraduate Entry window refer to section 4 1 5 3 Add the Thesis Title refer to section 5 2 4 Enter the Expected Completion Date in the Thesis Details tab in the top part of the Postgraduate Entry window 5 Set up the Confirmation of Candidature due date refer to section 5 3 1 6 Set up a Significant Date record for the Confirmation of Candidature due date refer to section 5 1 Appendix One and Appendi
89. st Click on the Add button to bring the Primary Supervisor into the Recipient List If there is more than one supervisor you need to add the other supervisors in the CC field In the CC field choose Supervisors from the drop down list Click on the Filter button This will open the List Screen window you will see all supervisors listed In the select criteria field choose Primary from the drop down list equal to No and click on the find records button Click on the Return Filter Condition button Click on the Add button to bring all supervisors except the primary supervisor to the CC field In the BCC field you will add yourself and Res Cand acu edu au Refer to section 5 1 2 of the RM user manual for the instructions on searching for and adding an RME person yourself and Res Cand 2 4 Subject and Body Subject Confirmation of Candidature Overdue Message Dear Supervisor Principal Supervisor First Name Given Name Your student Core First Name Given Name Student ID Core Student ID who is enrolled in Core Course was due to complete the requirements for Confirmation of Candidature by Related Confirmation of Candidature due date Our records show that we have not received the Confirmation of Candidature form Please advise whether the Confirmation seminar has taken place and is pending completion of the paperwork If the Confirmation of Candidature seminar has not taken place please confirm when it i
90. stgraduate Entry window Use the field Enrolment in your search criteria Postgraduate Selection Criteria i Url C Standard Criteria Table Field Hags E Postgraduate nu c CASE HOT EE CASE WOT i CASE Greater Than Less Than CASE CASE CASE CASE If you want to search using the student s start date that is the start date found on the Progress tab in the top part of the Postgraduate Entry window Use the field Date Started in your search criteria Postgraduate Selection Criteria Related From Postgraduate f Related From Ot me Field CTT e Operator Value s V Postgraduate Date Started CASE C NoT ENTRE m CASE NOT CASE CASE CASE CASE x CASE 6 If you want to search using the student s Minimum Completion date that is the Min Completion date found on the Progress tab in the top part of the Postgraduate Entry window Use the field Min Completion Date in your search criteria Postgraduate Selection Criteria staraduate Selection i eria Standard Criteria Related From Postgraduate Related From Othe Poemes El Field Mn Completion Dec RO Operator I Value s Postgraduate v w Min Min Completion Date v Date CASE NOT EE CASE WOT cs Greater Than CASE Less Than CASE CASE CASE CASE If you want to search using the student s Maximum Compl
91. stgraduate Entry window click on the related item called Examinations e Click on the Add button By pressing Tab on your keyboard to move accross the fields enter the Date Examination Type Assessment and Outcome Details Extension Requested Extension Approved Maintain Examinations Extension To mE Pagel Fage Employment n Date 1 08 2008 eem sis Examination Ethics Clearances 0 uM Examination Panels n No records tq Examination Type Era Assessment Ex 3 Examiners 2 Fund Saree D Outcome Details Thesis passed 1 I SN Leave Linked AQU v Location Time Recognition of outstanding work e Click on the button save changes to record E on the left hand side of the screen The new examination report record is now displayed in the bottom part of the Postgraduate Entry window Important Note If the examination result is D Defer and you have updated the student s status in Banner to AS Active you will need to perform a Study Mode Change in RM You will need to set the EFTSU to the load the student was in at the time when his her status changed to TE Thesis under Examination in Banner Refer to section 5 5 of this manual for instructions on how to record a Study Mode Change 59 5 13 Final Thesis Lodged e Record a Significant Date the event being Final Thesis Lodged Refer to section 5 1 of this manual for instructions on how to record a
92. t into the Recipient List In the CC field choose Supervisors from the drop down list Click on the Add button to bring the supervisors into the CC List In the BCC field you will add yourself and Res Cand acu edu au Res Cand 5 4 Subject and Body Subject Thesis submission due Message Dear Core Given Name Surname As stated on your Notice of Intention to Submit your thesis is due for submission on Thesis End Date If you are unable to submit your thesis on this date you will need to apply for an Extension of Candidature Please complete the attached Application to Vary Conditions form also available in the Forms section of our website http www acu edu au 161964 THIS IS AN AUTOMATICALLY GENERATED RESEARCHMASTER EMAIL If you have any questions please contact me on Sender email address Kind regards Sender First Name Given Name Candidature Officer Refer to section 5 1 2 of the RM user manual for the instructions on searching for and adding an RME person yourself and 87 6 Thesis Submission OVERDUE Template The purpose of this email is to follow up those students who have not submitted their thesis one month past the expected completion date 6 1 Significant Date Fields Date of Action One month after expected completion date Estimated Completion Date Two weeks after Date of Action Completion Date Date response received from student 6 2 Email Template Fields frame Wewshwewed 00 Prom a
93. te e Click on the save changes to record button E on the left hand side of the screen The supervisor s name will now appear in the bottom part of the Postgraduate Entry window 5 4 3 Change of Supervisor e Select the student record you wish to modify from the Control Desk T e Click on the button View selected record B on the left hand side of the screen This will open the Postgraduate Entry window e Inthe bottom part of the Postgraduate Entry window click on the related item called Supervisors e Select the previous supervisor s record and click on the Edit button e This will open the Edit Person Form e Click on the Workload tab e Inthe Date Involved To field enter the previous supervisors last day of supervision E on the left hand side of the screen e Click on the save changes to record button 42 If the newly appointed supervisor is Internal follow the steps below To record the newly appointed supervisor click on the button Add This will open the Data Issue window Click on the button Supervisor This will open the Add Person Form window In the Add Person Form window select Full Name Includes and type in some letters of the supervisor s surname Click on the button Search If the supervisor is an ACU staff member and his her name does not appear in the list then please send an email to res perform
94. te the old title and type in the new title Postgraduate Entry Core Details Progress Contact Details Citizenship Coursewrk Other Thesis Details Expected Completion Date 15 03 2009 Lodged Date ii Lodged Location I m MESES 7 Catalogue Number Thesis Title Run that you may win it endurance and the place of the outsider in Pauline soteriolog Special Characters Abbreviated title Special Requirements Comments Assignments Budget Financials Classifications Committees Confirmation Candidatur Course Enrolments Documents Employment v No records to be displayed o oo co CO CO oO a 3 5 3 Confirmation of Candidature 5 3 1 Setting up the Confirmation of Candidature due date to a new student record e Select the student record you wish to modify from the Control Desk El on the left hand side of the screen This will e Click on the button View selected record open the Postgraduate Entry window e In the bottom part of the Postgraduate Entry window click on the related item called Confirmation Candidature e Click on the Add button This will open the Confirmation of Candidature window e Bring your cursor into the Date Due field and record the date due for the confirmation of candidature gt Es IE i Applications Postgrad Funding Personnel Action Dates pii Core Details Progress Contact Details Citizensh
95. tes are shown for each student Step 3 Choose the format for your report refer to step 3 in section 7 1 above 74 As in Example 3 above you can similarly search for students using other types of dates You may also need to specify that you are looking for current or non current students or both e Tick Yes if you want to retrieve current students only e Tick No if you want to retrieve non current students only e Tick All if you want to retrieve 2o current and non current students Postgraduate Selection Criteria m liz RERERREEREEEERRERESERSEERREERESEERRERESSRREHEREERSEEREERISERREREREERSEERERRISERRSSSARERSEEREER Standard Criteria Related From Postgraduate Related From Other Modules Table Field Flags Operator a Value s Postgraduate Postgraduate Code CASE NOT EgalTo v C Postgraduate AOU CASEL NOT Equa To C Postgraduate Faculty CASEL NOT Equa To Y C Postgraduate Scholarship Recipient CASE o NNNM O Yes O No C Postgraduate Full Name Si a Postgraduate i marte CT C Fostgraduate Postgraduate Postgraduate Student ID Clear Criteria P de do Find Records Retrieve gt e Current Students Non Current Students AS Active Student DS Deceased LA Leave of Absence GS Graduated Student pS Withdrawn A TS 75 If you want to search using the student s enrolment date that is the enrolment date found on the Progress tab in the top part of the Po
96. tgraduate Entry window e If the Postgraduate Entry window is already open on your screen click on the button Save changes to record E on the left hand side of the screen 17 o This will disable the top part and enable you to make changes to the bottom part of the Postgraduate Entry window To access the bottom part of the Postgraduate Entry window from the Control Desk e Set the Control Desk window as the active window See the instructions in section 3 1 of this manual e Click on the Display Find Criteria Screen button in order to find a student record To see all student records click All and Find Records e Select your targeted student record by left clicking anywhere on the student record This will highlight the student record in blue n o Click on the button View selected record A to open the bottom part of the Postgraduate Entry window 4 1 The top part of the Postgraduate Entry window The top part of the Postgraduate Entry window is divided into a number of tabs These tabs are described in more detail below Losigrad uate Entry m m Es ters by Research Current Yes Progress Contact Details Citizenship Coursewrkfother Thesis Details 4 1 1 The Core Details tab stores the student s name title gender student ID staff ID where appropriate AOU study classification study type student type person category overall statu
97. the Operator to specify a range of dates and the date s in the Value s field 73 In the screenshot below we are searching for current students with an expected completion date occurring during 2011 Postgraduate Selection Criteria Standard Criteria Related From Postgraduate Related From Other Modules Table Field Flags Operator l Value s Postgraduate 9 Thesis End Date CASE NOT Between 01701 2011 amp 31 2 2011 vl CASE NOT Equal To CASE MOT Equal Ta CASE MOT Equal To CASE WOT Equal To CASE MOT Equal To CASE MOT Equal To CASE MOT Equal To CASE MOT Equal To CASE MOT Equal To ill LI iii 4 Clear Criteria E a E u Find Records AEN Retrieve cave Step 2 Display Print or Save your report on the left hand side of the screen Doo M 1 Click on the button Display Print Screen This will open the Postgraduate Report Selection window 2 You can select the Report Group as General Report Name as Students by Expected Completion Date Summary Postgraduate Report Selection n b Classic Reports Crystal Reports Exports HTML Reports Report Group General Report Mama Students by Expected Completion Date Summary bh Report Tithe Students by Expected Completion Date Summary Report Description A summary af student details shown grouped by the expected completion date and then ordered by aou cade Minimum and maximum completion da
98. ts CUSTCODES RLED Religious Education Documents 1 0 Employment 0 Ethics Clearances 0 Examinations 0 Examiners 2 Record the extension as a Significant Date Extension Approved Refer to section 5 1 of this manual for instructions on how to record a Significant Date Significant Dates Core Details Progress Original Study Mode Full time Initia Details Further Details Completion Details Enrolment 2 02 2005 SER Braniead Date of Action 17 11 2010 Status Active Completed Milestone Event Min Completion Start Load Event Extension vl Funded Completion Title Extension Max Completion Est Completion Date 17 11 2010 Time days Completion Date 17 11 2010 Time das Completed Balance Email v Send Email Status Email attached to this event La pied tear Li Trarisi l I IEEE EU v Link Selected Item ANETE Cisa Special Consideration Requested ted iten Clear Lin Mane inven Extension Requested Extension Approved No records to be displayed Extension From Extension To Linked AOU Linked Projects Previous Course History 0 No records to be Progress Reports 0 Pubs Project Link 0 Scholarship History 0 z Compose Email 0 Significant Dates Study Mode Change 1 v Recipients Subject and Body Attachments No Code To Core Person Recipient list 5 9 Notice of Intention to Submit Select the student record you wish to modify from the Cont
99. tstanding work e Add the dates as they become available In the table below you will see an explanation of each date field Field Name Explanation Date Invited to Examine Thesis The date examiner invited to examine thesis Date Invitiation Accepted The date the examiner accepted the invitation Date Thesis Exam Materials Sent The date the thesis was sent to the examiner Date Thesis Exam Materials Received The date the examiner received the thesis for examination the examination 2 months about their examination 57 Date Examiners Submission Received The date you received the examination result from the examiner Assessment Result The assessment result Date Examiner Paid The date you send the Honorarium Form to HR for payment e Click on the button save changes to record E on the left hand side of the screen You may see the changes displayed in the bottom part of the Postgraduate Entry window 58 5 12 Adding an Examination Report Individual examiners assessments are added to the individual examiners records When all examiners assessments are received and the result is finalised the final result can be entered in RM Follow the instructions below to record the final result in RM Select the student record you wish to modify from the Control Desk e Click on the button View selected record E on the left hand side of the screen This will open the Postgraduate Entry window e In the bottom part of the Po
100. x Three 7 Add the names of supervisors refer to section 5 4 8 Set up a Significant Date record for the Notice of Intention to Submit due date refer to section 5 9 Appendix One and Appendix Three It is recommended that you also set up all the Significant Dates relevant to the candidature at this time Refer to Appendix One However you must remember to update these dates if there are any changes to the length of the candidature at any time Following any changes to candidature that require data entry in Banner please ensure that you double check and verify that the student details transferred into RM by the Student Feeder are accurate and correct This will also help you to validate the correctness of your data entry in Banner 24 5 Modifying a current student record New student records in the RM Postgraduate Module will be created automatically by the daily feed of data from Banner into the RM Postgraduate Module Please note that the Student Feeder will not create a new student record if that record may create a duplicate in the RM Personnel module In the case of rejected records the Research Performance team will investigate and the new student record will not be created until the next time the Student Feeder is run Existing student records in the RM Postgraduate Module will be updated automatically by the daily feed of data from Banner into the RM Postgraduate Module where the Banner data has been altered Sectio
101. y in the related item Examiners of the PG Student record Supervisors refer to the supervisors listed in the related item Supervisors in the PG student record Primary Supervisor refers to the supervisor who is marked as the Primary Supervisor in the PG student record Please Note you do not need to search for Examiners and Supervisors If the related items are populated RM will automatically send the email to the listed examiners and supervisors Further instructions about filtering this group of recipients can be found in Appendix Three Significant Date Email Templates Click on the Subject and Body tab to select the appropriate template Compose Email Recipients Subject and Body Attachments Subject Canfirmatian of Candidature Message Dear Bruce Test Choose item Core Module Example letter on Confirmation of Candidature Postal State Postal Suburb Mame Postal country Candidature Officer Postcode Research Services MEN Postgrad Student Postgraduate Status Contact details Prefered Given Name Preferred Full Mame Preferred Middle Mame Preferred Surname Preferred Title Progress Comments RTS Funding Made Show code as name Options for related item New line lgnare if nane All records Select record s Template NB Cade Copy ta message Add field to message Regards 32 e To access templates position cursor in Template field and cl
102. you wish to modify from the Control Desk Click on the button View selected record El on the left hand side of the screen This vvill e open the Postgraduate Entry window e In the bottom part of the Postgraduate Entry window click on the related item called Significant Dates Click on the Add button to record a new Significant Date This will open the Significant Dates window e Go to Appendix One of this manual to determine what information must be recorded in each of the fields on the Significant Dates window e If the Significant Date you are recording does not require an email to be attached to the event click on the button save changes to record E on the left hand side of the screen If you need to attach an email please follow the instructions in section 5 1 2 below Note When the tasks associated with a Significant Date have been completed tick the Completed radio button Postgraduate Entry Core Details Progress Contact Details Citizenship Coursewrk Other Thesis Details Original Study Mode Full time Part time Special Admission Enrolment 2102 2007 Funding Mode Not Specified Special Admission Type Start 2103 2007 Prior Load 1 Mot Specified Min Completion 3 07 2009 Start Load 0 500 Part time Funded Completion 19 12 2010 Present Load 1 000 Full time FERON Frequency Annually Max Completion 192 2010 Consumed Load Report Status Not Specified Completed IE Balance Total

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