Change Type: 
Major
Change Scope: 
All Users
Change Date: 
Tuesday, April 19, 2016
Status: 
Complete
Description: 
A large change order requested mainly by Extension, but impacting multiple screens.

Requested by: Extension, coordinated with CAS and Forestry

Impacts Statement screen

  1. Add to OSU Strategic Area of Impact

Why: Need to add the three signature areas of distinction to the OSU Strategic Area of Impact & Reach field.

  • [OSU_AREA]
    • Advancing the Science of Sustainable Earth Ecosystems
    • Improving Human Health and Wellness
    • Promoting Economic Growth and Social Progress

 

  1. Add dates back to 2005

Why: Extension faculty may not realize impacts until several years later.  Allow faculty that have impacts as part of their CV to document historical activities.

  • Calendar Year [YR_YEAR]
    • 2009
    • 2008
    • 2007
    • 2006
    • 2005

Extension Contacts screen

  1. Rename screen to Civil Rights Demographics Information

Why: We tried to use this screen for two purposes and it was just confusing.

  1. Screen changes
  • Add text description to top of screen

“Civil Rights contacts are intended to be non-duplicated, to the extent feasible. This means that only 1 OSU representative needs to capture and report demographic information for an event. For a series, only the overall demographic needs to be reported (please do not repeat it for each session).

 

You may report events as they occur, or you may aggregate across multiple events.

 

If pulling year-end data from NEP Online, use the non-duplicated counts in your DM Civil Rights report.

 

Civil Rights demographics must be reported by County (unless offered as a statewide event), and in this form you can report it based on where the event was held (you do not need to sort it by the address of each participant).

 

For the Contact Type, choose the 1 category that makes the most sense for your event, series or program. If you are involved in event’s delivery, call it Direct. If you are reporting on behalf of a staff member, call it indirect through staff. If you are reporting for a volunteer or community partner, call it indirect through volunteer or community partner.”

 

  • Location [LOCATION] field
    • Add help text "Please enter the location where the event took place."
    • Add Warm Springs

 

Main Menu Changes

  • Scholarship/Research category rename to Scholarship/Research/Creativity

Awards Screen

Change Team Members to standard DSA screen allowing to link to other OSU faculty profiles.

 

Non-credit instruction

  1. Add Fields to document if event granted CE or Cert

Why: Many of the event types could also provide an opportunity to grant continuing education (CE) credits or a certification.  Add fields that document if this was an option and the scope of the CE/Cert granted.

  • Below Explanation of “Other”, add “Certificate Granted” [CERT] as dropdown
    • Options
      • OSU Certificate
      • External Certificate
      • Help text
        • Leave blank if no certificate was granted during this event.
        • OSU Certificate: if the certificate granted was presented by OSU.
        • External Certificate: if the certificate was granted by an agency or other third party.
      • Below Certificate Granted, add “Continuing Education Credits Granted” [CE] as dropdown
        • Options
          • OSU CE Credit
          • External CE Credit
          • Help text
            • Leave blank if no continuing education credits was granted during this event.
            • OSU CE Credit: if the continuing education credits were granted for an OSU ONLY program.  Example OSU Master Gardner
            • External CE Credit: if the continuing education credits were granted for a program external to OSU.  Example: State of Oregon Teachers License
  1. Instruction Type

Why: Change instruction type options and provide clear definition for faculty to choose the correct option. 

  • Modify existing Instruction Type values [TYPE]
    • Field Day -> Field Day/Tour
    • Informal Meeting -> Meeting
    • Short Course -> Class Series/Short Course
    • Stakeholder Presentation -> Presentation
    • Remove - Review Course
      • 1 existing entry must be re-categorized
      • Change all values to “Class Series/Short Course”
      • Remove – Professional and Continuing Education (PACE)
        • 10 existing entries must be re-categorized
        • Change all values to “Class Series/Short Course”
        • Remove – Certification
          • 329 existing entries must be re-categorized
          • For all entries with Certification, add [CERT] value of “External Certificate”
          • Change all values to “Class Series/Short Course”
          • Remove – Continuing Education
            • 44 existing entries must be re-categorized
            • For all entries with CE, add [CE] value of “External CE Credit”
            • Change all values to “Class Series/Short Course”
            • Remove – Seminar
              • 254 existing entries must be re-categorized
              • Change all values to “Presentation”
              • Add -> School, Conference or Symposium
              • Add -> Guest Lecture
      • Add Help button with the following text:
        • Field Day/Tour: An educational event in the field at a single or multiple locations that lasts two hours or longer. 
        • Meeting: A planning session, focus-group, or other goal-oriented gathering with Extension audiences.
        • Class Series/Short Course: A single event or series of events including online education, with a defined curriculum, lasting four hours or more.
        • Presentation: An informational or educational event for an Extension audience of two hours or less.
        • Workshop: An educational event longer than 2 hours, on a specified topic with defined educational objectives delivered indoors or in the field.
        • School, Conference or Symposium: A full-day or multi-day educational event, consisting of a collection of presentations, embedded workshops, tours, and other learning experiences, and often organized by a committee or committees. 
        • Guest Lecture: A presentation in a course or seminar where the presenter is not the instructor on record.
        • Other: Includes text box for “explanation of other.”
  1. Add Delivery Type

Why: Allow faculty to document how the non-credit instruction was delivered.  Allows reporting on use of technology for instructional delivery.

  • Place just below the Instructors DSA field, Add “Delivery Type” [DELIVERY] as dropdown
    • Face to Face
    • Hybrid
    • Webinar
  1. Instructor DSA

Why: modify the roles within the “instructors” box to be more accurate

  • Roles
    • Meeting Facilitator/Moderator -> Facilitator/Moderator
    • Author -> Content Developer
    • Author & Presenter -> Content Developer & Presenter
    • Remove Chair
      • 18 existing entries must be re-categorized
      • Change all values to “Coordinator/Organizer”
      • Remove Co-Chair
        • 15 existing entries must be re-categorized
        • Change all values to “Coordinator/Organizer”
        • Remove Discussant
          • 89 existing entries must be re-categorized
          • Change all values to “Presenter”
          • Remove Other
            • 1083 existing entries must be re-categorized
            • Change all values to “Presenter”
            • Remove Leader
              • 222 existing entries must be re-categorized
              • Change all values to “Coordinator/Organizer”
      • Add ability to reorder instructors in this DSA
      • Move inside DSA to the right of Role “If student, what level?” [LEVEL]
  1. Screen clean up

Why: This screen was repurposed and has duplicate fields on there.

  • Remove “Audience” field [AUDIENCE]
  • Remove “Explanation of “other”” field [AUDIENCE_OTHER]
  • Hide “Published in Proceeding or Elsewhere” field [PUBPROCEED]
  • Hide “Number of Participants” [NUMPART]
  • Invited or Volunteered [INVVOL]
    • Remove permissions College: Outreach & Extension
    • Under Invited or Volunteered, Add – Gross Program Revenue [GROSS_REV] as number field

 

  1. Change how the audience is documented

Why: Just documenting that the audience was adult and/or youth is not enough to meet our needs. 

  • Remove “Audience” field [AUDIENCE_DEMOGRAPHIC]
  • Under Instructor DSA,  Add “# of Adult Educational Contacts” [ADULT_CONTACTS] as number
    • Help Text –“ Adult Educational Contacts: The number of interactions you have with people, age 18 and up, in educational settings. It includes duplicates. If reporting for a series, it equals number of participants x number of classes in the series.”
    • Under Instructor DSA,  Add “# of Youth Educational Contact” [YOUTH_CONTACTS] as number
      • Help Text “Youth Educational Contacts: The number of interactions you have with people, less than 18 years of age, in educational settings. It includes duplicates. If reporting for a series, it equals number of participants x number of classes in the series.”
      • Under Instructor DSA, Add “Number of classes if series” [SERIES_COUNT] as number
      • Hide “Presentation” (file upload) [PRESENTATION_UPLOAD]

Administrative Assignments

Why: We need to add additional entries to the Position/Role field to meet OSU needs

  • [ROLE] Add the following
    • Extension County Leader
    • Extension Program Leader
    • Extension Regional Administrator
    • Program Leadership and Management
    • Volunteer manager
    • Associate provost
    • Associate director

Publications

Why: Add publication types to meet OSU Extension needs

  • [CONTYPE] Add the following options
    • Extension Teaching Material
    • FAQ Sheet
    • Extension Publication
    • Program Management Material

Media Contributions

Why: Modify the media type options to remove duplication to publications screen

  • Remove Magazine from [TYPE] field

CPHHS will add this screen to their instrument

 

Licensures and Certifications

Why: Faculty should document the number of hours that were required to obtain that license or certificate.

  • Under Scope,  Add “Hours Required” [HOURS_REQ] as Number

Student Committees

Why: The summary screen doesn’t currently display the students name, making it difficult to find a particular committee/student.

Modify the summery screen as follows.

[LNAME], [FNAME]

[TITLE]

[TYPE]

(leave this the same as is) [DTM_END]-