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ERMS Insight ReportingUser Reference Guide
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Table of ContentsBackground................................................................................................................................3
Access to the ERMS reports......................................................................................................3
How to navigate to the ERMS reports....................................................................................4
Reports available to staff............................................................................................................5
Manual record creation list by business unit..............................................................................5
Record creation list by business unit..........................................................................................6
Policy Library reports available to staff......................................................................................7
Documents due for review.........................................................................................................7
Documents overdue for review..................................................................................................8
Policy library popular word searches.........................................................................................9
University Records only reports...............................................................................................10
Complete record creation count and list...................................................................................10
Manual record creation count and list......................................................................................11
User logins...............................................................................................................................12
Complete record creation count and list by business unit........................................................13
ERMS activities count..............................................................................................................14
Common key words..................................................................................................................15
Getting Assistance...................................................................................................................16
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BackgroundThe ERMS suite of reports covers ERMS and Policy library reporting. Each report and its purpose will be detailed in this ERMS user reference guide.
Improvements and issues regarding the reports are always welcomed as ANU Insight reports always seek to enhance the information available to assist in day to day activities.
How to access to the ERMS reports.The reports listed under the ERMS or Policy library heading are available to staff, the reports contained under University Records are only available to University Records. If you require this information please contact University Records.
Accessing the Insight PortalThe ANU Insight portal can be accessed at:
https://insight.anu.edu.au/
If prompted for a user name and password, please login with your usual HORUS/UDS logon or use the single sign on.
Access to Insight off campusThe ANU Insight system utilises a range of sensitive information, as a result it is secured and requires that staff use Reverse Proxy or VPN while they are travelling, based in a regional office or working from home. More information about how to utilise the Reverse Proxy or VPN can be found at the following web page:
https://services.anu.edu.au/information-technology/software-systems/insight
Preferred Web BrowsersThe Insight portal is available and has been tested on a number of browsers and operating systems including both Mac and PC. The preferred browsers are Chrome or Firefox. Users have reported a slow experience as well as compatibility errors with JavaScript whilst using Safari. Therefore, the use of Safari is not recommended for the purposes of accessing ANU Insight reports.
If you are experiencing issues please contact the ANU Insight team on:
Email: [email protected] Phone: +61 2 6125 8649
How to navigate to the ERMS reportsWhen you first access the ANU Insight portal you will be directed to the portal home page:
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User Name: User ID (e.g. u1234567) Password: your UDS or HORUS password
A full step-by-step guide to navigating the ANU Insight portal can be found at:
https://services.anu.edu.au/information-technology/software-systems/
insight
Locating the ERMS reports on the ANU Insight portal
Under the Campus menu click on IT
The reports contained under University Records are only available to University Records. If you require this information please contact University Records.
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To run a report
After you have selected your requirements, such as a date range, to run the report click on the Run report button at the bottom left of the screen.
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Reports available to staffERMS activities dashboard by business unitAbility to run a report that provides a count and limited listing of manually created new folders and documents within a specific period for a specific business unit.
Select the date and business unit that you require to report on, then select the run report button to produce the report and the dashboard will display the previous 12 months of information. Please note this dashboard takes some time to run.
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Manual record creation list by business unitAbility to run a report that provides a count and limited listing of manually created new folders and documents within a specific period for a specific business unit.
Select the date range and business unit that you require to report on, then select the run report button to produce the report.
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Record creation list by business unit Ability to run a report of count and limited listing of new documents and folders within a specific period for a specific Business unit
Select the date range and business unit that you require to report on, then select the run report button to produce the report.
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Policy Library reports available to staffDocuments by responsible divisionAbility to view documents by Responsible Service Division
Select the area and document type you require to report on, then select the run report button to produce the report.
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Documents due for reviewAbility to run a summary and individual division based report of Policy library documents due for the review in next 180 days by Responsible Service Division
Select the area and document type you require to report on, then select the run report button to produce the report.
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Documents overdue for reviewAbility to run a summary and individual division based report of Policy library documents that has passed its review date (review - overdue report)
Select the date range, area and document type that you require to report on, then select the run report button to produce the report.
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Policy library popular word searchesAbility to run a report of the most searched keywords in policy library
Select the date range that you require to report on, then select the run report button to produce the report.
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University Records only reportsCommon key wordsAbility to run a report of the most commonly searched words.
Select the date range that you require to report on, then select the run report button to produce the report.
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Complete record creation count and listAbility to run a report of count and complete listing of new documents and folders within a specific period
Select the date range that you require to report on, then select the run report button to produce the report.
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Complete record creation count and list by business unit Ability to run a report that provides count and listing of new documents and folders created by business unit within a specific period
Select the date range and business unit that you require to report on, then select the run report button to produce the report.
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ERMS activities countAbility to run a report providing a count of the following within a specific period
a. Count of Metadata Updatesb. Number of Document Searchedc. Number of Folders Deletedd. Number of Documents Deletede. Number of Record Viewedf. Number of Document Check-ins
Select the date range that you require to report on, then select the run report button to produce the report.
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ERMS activities count by business unitAbility to run a report providing a count of the following within a specific period for the selected business unit.
a. Count of Metadata Updatesb. Number of Document Searchedc. Number of Folders Deletedd. Number of Documents Deletede. Number of Record Viewedf. Number of Document Check-ins
Select the date range that you require to report on, then select the run report button to produce the report.
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Manual record creation count and listAbility to run a report that provides a count and listing of manually created new folders and documents within a specific period
Select the date range that you require to report on, then select the run report button to produce the report.
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User loginsAbility to generate a report of unique user logins within a specific period
Select the date range that you require to report on, then select the run report button to produce the report.
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Getting AssistanceANU Insight Reports
Support is provided by the ANU Insight Service Desk
Email: [email protected]
Phone: +61 2 6125 8649
Access to the ANU Insight system can be requested via the Insight web page:
https://services.anu.edu.au/information-technology/software-systems/insight
How to use Insight
Detailed instructions on how to use ANU Insight can be found on the Insight web page:
https://services.anu.edu.au/information-technology/software-systems/insight
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