i’m going to get that clutter right out of my system! cleaning house in courseval ~ laura sandino

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I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

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Page 1: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

I’m going to get that clutter right out of my system!

Cleaning house in CoursEval ~ Laura Sandino

Page 2: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

> …To sweep through Admin, Set-up, Survey & Reports tabs to locate potential clean-ups and dusty corners…

> …To reorganize data in the system

> …What you can and cannot do with data in the system

> …To target areas for reorganization

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In this workshop you will learn:

Page 3: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

> CE Manager Users no longer working in CoursEval

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The Admin Tab

Page 4: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

– Delete those no longer in use to shorten-up the list page– Check to see if the settings are still up-to-date

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Admin CE Manager Groups

Page 5: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>School Database Set-up

• Keep your school(s) year(s) up-to-date– Survey forms– Report forms– Filters throughout the system

• Especially important for Lock-Step curriculums– Moves students into their appropriate unit of courses

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The Set-up Tab—Where all things manual…and messy can occur…

Page 6: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Create an Alumni Program for students no longer using CoursEval for course evaluations

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Set-up Programs

Page 7: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

> Update names and administrator assignments with caution!> Keep departments organized within divisions> Delete unused and unattached departments

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Set-up Department

Page 8: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Power up those imports for mass updatesEmailsDepartment & Program changesName changes

>Deactivate people records notin use (retirees, sabbaticals, with-drawn students)

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Set-up Faculty/Staff & Students

Page 9: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Organize your courses into these slots for quick access and easy filtering– Lab, Lecture, Elective, Independent Study, Clinical, …

>Shows on Course List – Triggers filters on Survey List Select Courses

>Available on Exports

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Set-up Course Designations & Types

Page 10: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Archive old/unused response sets– System will not let you delete used sets

>Share response sets using Global Status for multiple databases– Be careful when moving/renaming within a database

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Survey Response Sets

Page 11: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Archiving is the name of the game– Preserve historical data– Reactivate with the flip of a switch

>Move/Copy – For mistaken placement or renaming projects

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Survey Question Manager

Page 12: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Close old surveys– Avoid Group Email confusion

>Release Results– Keep faculty from knocking on your door

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Survey Survey List

Page 13: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Delete unused & non-default messages

>Update messages each semester (or keep them generic!)

>Update Sender Email if you’re a new manager

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Survey Group Email Templates

Page 14: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Delete the oldies

> Leave Year-Month Sent filter on Show All for access to message status (Not Sent, Scheduled, Completed)

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Survey Group Email Manager

Page 15: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

>Save Settings or Save as Default– Affects Past, Present, & Future Surveys for faster release

turn-around

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Reports Comparative & Evaluation

Page 16: I’m going to get that clutter right out of my system! Cleaning house in CoursEval ~ Laura Sandino

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