There are a couple of options for working with offline files with Google Drive and Google shared drives.
Resources
Comparisons
There are a couple of options for working with offline files with Google Drive and Google shared drives.
There are a variety of options for online file storage depending on what your needs are and the type of data you need to store (see the Data Security Classificatio
Experts & Communities
This Google Group is used to proactively communicate about upcoming changes, updates, or unplanned events that may impact users for the legacy data warehouse (DWEPRD) and the Enterprise Data Warehouse (EDWPRD). Commun
Enterprise Data Management and Reporting (EDMR) is the organization supporting efforts to achieve the full value of the University’s data and information assets.
Enterprise Data Management and Reporting (EDMR) is the organization supporting efforts to achieve the full value of the University’s data and information assets.
LATIS consultatively supports researchers in the design, data collection, and analysis of surveys and experiments in the social and behavioral sciences, humanities, and arts.
RDM is a Google Group for researchers and on-campus service providers to discuss research data management issues related to storage, security, archiving, sharing, preservation, and beyond.
RDM is a Google Group for researchers and on-campus service providers to discuss research data management issues related to storage, security, archiving, sharing, preservation, and beyond.
RDM is a Google Group for researchers and on-campus service providers to discuss research data management issues related to storage, security, archiving, sharing, preservation, and beyond.
OMS is the business owner of Qualtrics for the University and has a team of experts available to help bridge the gap between do-it-yourself and advanced level questionnaire design and survey programming.
U-Spatial provides support and training for Geographic Information Systems (GIS), remote sensing, and spatial computing.
U-Spatial provides support and training for Geographic Information Systems (GIS), remote sensing, and spatial computing.
The UM Analytics User Group is a resource for those who have completed the UM Analytics author training for creating dashboards and analyses.
Nearly 8,000 students, faculty, and staff at the University of Minnesota are using Qualtrics for their projects.
The University Data Community is everyone who is interested in and works with University data. We support community members involved in data management, reporting, and analytics.
The University Data Community is everyone who is interested in and works with University data. We support community members involved in data management, reporting, and analytics.
Surveys at the University of Minnesota are governed by the University Survey Advisory Team (U-SAT).
The WorkflowGen Consortium includes users of WorkflowGen at the University of Minnesota. It provides administrative oversight and user experience insight.
Good Practices
Challenge
Backups are essential. Your hard drive could fail, you could lose your device, it could be stolen, or you could get a malware infection that takes your files hostage.
Conduct a successful survey by learning how to ensure security and confidentiality, craft email invitations, and achieve higher response rates.
Ensure important department documents in Google Drive do not get accidentally deleted or go missing, especially when someone leaves the University or moves to another department.
It is important that you familiarize yourself with the types of data entrusted to you, how you are accessing the data, and how you are storing the data.
Learn how to correctly analyze survey data so results can be used to accurately inform decisions.
See how to design a high-quality survey by understanding when to use specific question types, how to write questions, and how to format and organize the survey.
Learn how to establish survey objectives, methods, institutional review and approval, and sampling to create a successful project.
How-Tos
Global fields are CXM fields available to all categories and case types in CXM and should be used when applicable.
When a form is submitted and sent to the next participant in the workflow process, it must include a URL to the participant to access the next form.
To gain access to Jadu XFP (forms), there are a few steps you need to take. Follow the steps below if you only need access to build forms.
This article is designed to assist in getting Box Drive installed on Health Sciences Technology (HST) supported devices.
This article is designed to assist in getting Box Drive installed on Health Sciences Technology (HST) supported devices.
When inviting an internal or external user as a collaborator within a folder, you will have the ability to set the level of access that user has to your content.
When inviting an internal or external user as a collaborator within a folder, you will have the ability to set the level of access that user has to your content.
Sometimes when you're sharing a file with someone you know they will need it for only a certain amount of time, or perhaps legally they or you can only have access to it for a certain amount of days.
Sometimes when you're sharing a file with someone you know they will need it for only a certain amount of time, or perhaps legally they or you can only have access to it for a certain amount of days.
How do Box Notes work in folders that have been synced?
Box Notes are synced to your computer like other documents, and will appear in your Box Sync folder. Box Notes will open in your browser.
How do Box Notes work in folders that have been synced?
Box Notes are synced to your computer like other documents, and will appear in your Box Sync folder. Box Notes will open in your browser.
While you are working in Box Notes Box Secure Storage automatically creates saved versions roughly every five minutes or after f
While you are working in Box Notes Box Secure Storage automatically creates saved versions roughly every five minutes or after f
You can choose the type of email notifications that you receive on actions taken within Box.
You can choose the type of email notifications that you receive on actions taken within Box.
There are two ways to change or transfer folder ownership to another collaborator. Through the Collaborators menu in the right pane of a folder or from the Collaborators page of a folder.
There are two ways to change or transfer folder ownership to another collaborator. Through the Collaborators menu in the right pane of a folder or from the Collaborators page of a folder.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
You can create different file types or folders directly from your Box account.
You can create different file types or folders directly from your Box account.
You can delete files or folders that you own.
You can delete files or folders that you own.
When using Box Sync your folders and files are stored both locally on your computer and within Box.
When using Box Sync your folders and files are stored both locally on your computer and within Box.
The University DOES NOT recommend downloading data when working with Box for secure storage.
The University DOES NOT recommend downloading data when working with Box for secure storage.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
You should always be collaborating with only the people who need access to files and folders, and with the least amount of
You should always be collaborating with only the people who need access to files and folders, and with the least amount of
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
Box Notes is an easy-to-use document creation tool built natively in Box and available to all Box users.
What is Box Secure Storage?
Box is a secure, cloud-based tool for storing and sharing sensitive data.
What is Box Secure Storage?
Box is a secure, cloud-based tool for storing and sharing sensitive data.
The Updates page provides logs of all the activity that is happening in your Box account. The updates page shows logs for actions taking place on files and folders such as:
The Updates page provides logs of all the activity that is happening in your Box account. The updates page shows logs for actions taking place on files and folders such as:
Box Edit is an add-on feature that allows you to edit or create files directly on Box.
Box Edit is an add-on feature that allows you to edit or create files directly on Box.
There are two apps that can help you work with Box files from your desktop. The recommended app to install and use is Box Drive.
There are two apps that can help you work with Box files from your desktop. The recommended app to install and use is Box Drive.
Box Secure Storage provides many security features designed to protect your sensitive data files. However, there are actions you can take to make sure your data stay protected while in Box:
Box Secure Storage provides many security features designed to protect your sensitive data files. However, there are actions you can take to make sure your data stay protected while in Box:
Locking/Unlocking Files
If you are working on a file with other collaborators, be sure to lock files before opening them with Box Edit.
Locking/Unlocking Files
If you are working on a file with other collaborators, be sure to lock files before opening them with Box Edit.
If you have not yet done so,
If you have not yet done so,
To hide collaborators, you must be the owner of the Collaboration Folder.
To hide collaborators, you must be the owner of the Collaboration Folder.
Events like leaving the university or changing roles can trigger a need to change collaboration levels or completely remove someone from a folder within Box.
Events like leaving the university or changing roles can trigger a need to change collaboration levels or completely remove someone from a folder within Box.
This article is intended for migrating large amounts of data from Shared Drives or Folders into Box Secure Storage using the Box web interface.
This article is intended for migrating large amounts of data from Shared Drives or Folders into Box Secure Storage using the Box web interface.
This article is intended for migrating large amounts of data from Google Drive into Box Secure Storage using the Box web interface.
This article is intended for migrating large amounts of data from Google Drive into Box Secure Storage using the Box web interface.
To print using Box Notes, click on the more options
To print using Box Notes, click on the more options
Is the content in your trash?
Are you the owner or deleter of this content?
Is the content in your trash?
Are you the owner or deleter of this content?
You should be removing a collaborator's access as soon as they no longer need the file or folder that you are sharin
You should be removing a collaborator's access as soon as they no longer need the file or folder that you are sharin
Sometimes a folder should only be accessible to other users within the University of Minnesota system. This article explains how to do this to a folder.
Sometimes a folder should only be accessible to other users within the University of Minnesota system. This article explains how to do this to a folder.
Shared links can be used to quickly get a collaborator directly to a shared file or folder.
Shared links can be used to quickly get a collaborator directly to a shared file or folder.
Users should keep their collaborators (the people to whom they give access to folders) up-to-date.
Users should keep their collaborators (the people to whom they give access to folders) up-to-date.
While you can share with both internal and external collaborators through your Box account there are special considerations to take when sharing with alumni.
While you can share with both internal and external collaborators through your Box account there are special considerations to take when sharing with alumni.
Tags in Box can help you organize and easily find your information.
Tags in Box can help you organize and easily find your information.
Box keeps track of your file versions when you upload new files and when you use
Box keeps track of your file versions when you upload new files and when you use
According to the Research Data Management Policy, the University of Minnesota owns all data created by faculty, staff, and non-student tr
According to the Research Data Management Policy, the University of Minnesota owns all data created by faculty, staff, and non-student tr
Why can't I see a folder I was invited to?
If a user is invited to collaborate on a folder and they do not a
Why can't I see a folder I was invited to?
If a user is invited to collaborate on a folder and they do not a
Each user has an unlimited amount of storage space available. However, individual files must be less than 15 Gb each. If you need to make files smaller use a compression tool such as 7-zip.
Each user has an unlimited amount of storage space available. However, individual files must be less than 15 Gb each. If you need to make files smaller use a compression tool such as 7-zip.
Box has several visual indicators that can help you easily understand things about the folder, such as collaboration level and ownership. The below is an overview of these icons and indicators.
Box has several visual indicators that can help you easily understand things about the folder, such as collaboration level and ownership. The below is an overview of these icons and indicators.
Permission levels on Box follow a waterfall' design in which individuals only have access to the folder they are <
Permission levels on Box follow a waterfall' design in which individuals only have access to the folder they are <
You are able to upload individual files or entire folders into your Box account.
You are able to upload individual files or entire folders into your Box account.
You can easily upload files or send attachments to a specific Box folder by email when you enable the Allow uploads to this folder via email option.
You can easily upload files or send attachments to a specific Box folder by email when you enable the Allow uploads to this folder via email option.
There are two apps for editing Box data from your Desktop. The University's preferred solution is Box Drive.
There are two apps for editing Box data from your Desktop. The University's preferred solution is Box Drive.
You can both create and edit files in Box using Microsoft Office Online Integration.
You can both create and edit files in Box using Microsoft Office Online Integration.
The Trash folder allows you to recover files and folders that have been deleted. By default, items in the Trash will be purged after 60 days.
The Trash folder allows you to recover files and folders that have been deleted. By default, items in the Trash will be purged after 60 days.
There are various ways to integrate and update data within Box. This article covers the basics of the three ways you may want to modify data with Box and when or why you may want to use each.
There are various ways to integrate and update data within Box. This article covers the basics of the three ways you may want to modify data with Box and when or why you may want to use each.
Box and Sensitive Data
Box is a secure data storage and sharing tool that is the primary secure sharing tool for the University of Minnesota.
Box and Sensitive Data
Box is a secure data storage and sharing tool that is the primary secure sharing tool for the University of Minnesota.
The University of Minnesota's Box Secure Storage may function differently than other university or personal Box accounts you have used.
The University of Minnesota's Box Secure Storage may function differently than other university or personal Box accounts you have used.
Canvas integrates with Google Drive both at the course level and at the Group level making it easy for you to collaborate with others in both environments. There are two different integrations at each level.
Canvas integrates with Google Drive both at the course level and at the Group level making it easy for you to collaborate with others in both environments. There are two different integrations at each level.
Canvas integrates with Google Drive both at the course level and at the Group level making it easy for you to collaborate with others in both environments. There are two different integrations at each level.
Canvas integrates with Google Drive both at the course level and at the Group level making it easy for you to collaborate with others in both environments. There are two different integrations at each level.
Canvas integrates with Google Drive making it easy for instructors to include collaborations, content sharing, and assignments directly within Canvas.
Canvas integrates with Google Drive making it easy for instructors to include collaborations, content sharing, and assignments directly within Canvas.
Canvas integrates with Google Drive making it easy for you to share content and collaborate with others, students and instructors alike.
Canvas integrates with Google Drive making it easy for you to share content and collaborate with others, students and instructors alike.
Canvas integrates with Google Drive making it easy for you to share content and collaborate with others, students and instructors alike.
Canvas integrates with Google Drive making it easy for you to share content and collaborate with others, students and instructors alike.
The most common issue people experience when using Google Drive in Canvas is an authorization error or authentication failure.
The most common issue people experience when using Google Drive in Canvas is an authorization error or authentication failure.
When you are ready to move a site in the University's Drupal Enterprise environment from DEV to STG and PRD, we recommend you use different branches for different environments.
What is Martin?
Martin is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
What is Martin?
Martin is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
GitHub is a web service that allows you to share your code with others. The University of Minnesota offers a free-to-use GitHub server for current University faculty, students, or staff.
[email protected] authenticates using Active Directory's LDAP, which holds accounts for active students, staff, and faculty.
Description
GitHub is a web-based code hosting and revision control system.
This article contains the steps to transfer [email protected] repositories (also known as "repos") to an account that is not hosted by UMN (such as a personal Github.com account).
This article is about Google Apps for high-security accounts. These accounts include, but are not limited to:
Your University of Minnesota Internet Account comes with access to a number of Google Apps.
You can request that your internet/email account be moved from one campus to another. This requires that we move you out of your old campus into your new one. Your email address will change accordingly.
Faculty, Staff, and Students who leave the University before obtaining a degree or before retirement lose access to University Google accounts.
You can access your University provided Gmail account through one of several third-party desktops and/or mobile email apps such as Outlook, Thunderbird, or AppleMail.
In May 2019, in an effort to comply with security requirements of devices with access to
These instructions are for Shared Drive Managers and Content Managers. It is possible to add members who do not have a University of Minnesota email account to a Shared Drive.
These instructions are for Shared Drive Managers and Content Managers. It is possible to add members who do not have a University of Minnesota email account to a Shared Drive.
Google Shared Drives are shared spaces where teams can easily store, search, and access their files anywhere, from any device.
Google Shared Drives are shared spaces where teams can easily store, search, and access their files anywhere, from any device.
The IDERA Term Glossary lists enterprise data terms that have been defined through the Data Governance process. Visit the Glossary to see a list of all approved enterprise data terms.
This is the ninth of nine tasks for setting up your XFP forms to work with CXM.
CXM Forms are the logical grouping of fields available to XFP at the time of creating and editing a case.
Form Types
Case Types have two default forms that are already created for you.
This is the fourth of nine tasks for setting up your XFP forms to work with CXM.
This article outlines how to set up a template to initiate a CXM Case submission and send XFP form data to the case.
Emails can send from CXM to alert users of dates or to send reminders.
Rules provide a flexible way of automating actions based on triggers within a case. Rules are most commonly used for:
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. A case can be in only one status at a given point in time.
Transitions are the routes a case can take from one status to another.
Use emails from CXM to alert users of dates or to send reminders.
Note: Emails in CXM are not as customizable as those in XFP.
Rules in CXM are optional functionality most commonly used for sending reminders and auto-transitioning or auto-closing a case.
A status allows you to give end-users a quick indication of where the case stands at any particular moment and what step the case may be waiting for. Statuses are informational and categorical.
Transitions are the routes that a case can take to go from one
To carry XFP data forward into subsequent forms, you need to identify what XFP data needs to be stored in CXM. The data from your XFP fields goes into a corresponding CXM field.
You can take your business process diagram and add in XFP and CXM steps. This helps you to figure out how your CXM workflow will work.
A process map is a planning and management tool that visually describes the flow of work. Process maps:
This is the fifth of nine tasks for setting up your XFP forms to work with CXM.
This is the seventh of nine tasks for setting up your XFP forms to work with CXM.
This is the sixth of nine tasks for setting up your XFP forms to work with CXM.
This is the third of nine tasks to setting up your XFP forms to work with CXM.
This is the eighth of nine tasks for setting up your XFP forms to work with CXM.
All users who have access to CXM have the ability to view and filter cases.
In this article:
What is CXM?
Jadu CXM (workflow) is used in conjunction with Jadu XFP (forms) to create and manage form routing and approvals.
ADM - School Lookup (PS)
Description: Allows a user to search for and select a school to get the associated school code.
Source System: Peoplesoft
CLASS - Instructor Lookup (PS)
Description: Allows a user to search for and select a school to get the associated FICE code.
Source System: Peoplesoft
CLI (R) - Class Validation (PS)
Description: Allows an end user to see how many times a student has taken a specific course and if they are allowed to take it again based on the student s i
SF Direct Deposit Status (PS)
Description: Displays the student financials direct deposit status of the currently logged in student. Returns a result of Active or Not Active .
SR - Admit Date - Undergrad (PS)
Description: Displays the undergraduate admit date for the currently logged in student.
SR - Admit Term - Undergrad (PS)
Description: Displays the undergraduate admit term for the currently logged in student.
SR - Admit Type - Undergrad (PS)
Description: Displays the undergraduate admit type for the currently logged in student.
SR - Aid Year (PS)
Description: Displays the aid year based on the campus ID, career ID and term ID.
Source System: Peoplesoft
SR - Career/Campus Selector (PS)
Description: Allows a user to select a career/campus from a list of all of the currently logged in user s active career/campus combinations.
SR - College/Major Lookup (PS)
Description: Allows a user to first select a college from a list.
SR - Dropped Enrollment (PS)
Description: Allows a currently logged in user to select a course from a list of courses that they are currently enrolled in.
SR - Plan Information (PS)
Description: Allows a currently logged in user to select a plan from a list of their currently active plans.
SR - Plan/SubPlan Display (PS)
***This component is display only and should not be used in emails, PDFs, or for mapping to other fields in Jadu.
SR - Student Lookup (PS)
Description: Allows a user to lookup a user by their emplid or internet id.
Source System: Peoplesoft
SR - Term Selector (PS)
Description: Allows a user to select a term from a list of terms defined by the form builder.
Source System: Peoplesoft
UMN - Address - Mailing (PS)
Description: Displays the mailing address for the currently logged in user. If there is no mailing address, the field will be empty.
UMN - Country Lookup (PS)
Description: Displays a list of countries in a dropdownlist.
Source System: Peoplesoft
Fields On Form:
UMN - Department - Z (PS)
Description: Displays the z-department of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Email (PS)
Description: Displays the email of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Employee ID (PS)
Description: Displays the employee id of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Internet ID (PS)
Description: Displays the internet id for the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - First (PS)
Description: Displays the first name of the currently logged in user.
Source System: Peoplesoft (Accessed Through Boomi)
UMN - Name - Full (PS)
Description: Displays the full name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Last (PS)
Description: Displays the last name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Name - Middle (PS)
Description: Displays the middle name of the currently logged in user.
Source System: Peoplesoft
Fields On Form:
UMN - Staff Position (PS)
Description: Displays the position of the currently logged in user if they are a staff member.
USERV - Active Position Lookup (PAN)
Description: Allows a user to search for a position that is in the PAN database by selecting any combination of department, job code, and position id.
USERV - D - Position Detail - Craft (PAN)
Description: Displays the craft of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Crew (PAN)
Description: Displays the crew of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Job Code (PAN)
Description: Displays the job code of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Site (PAN)
Description: Displays the site of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Supervisor (PAN)
Description: Displays the supervisor of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - UM Title (PAN)
Description: Displays the um title of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Union (PAN)
Description: Displays the union of the currently selected position. If the position doesn t exist, the field will be empty.
USERV - D - Position Detail - Warehouse (PAN)
Description: Displays the warehouse of the currently selected position. If the position doesn t exist, the field will be empty.
UMN - ADM - FICE Code
Description: Allows a user to lookup a school's FICE code using the Peoplesoft external organization ID.
Source System: Peoplesoft
UMN - Flag - SR - Degree Checkout Status
Description: Allows a user to lookup the logged in end user's degree checkout status.
Source System: Peoplesoft
UMN - Flag - SR - User Has Active Career
Description: Determines if the logged in end user has an active career based on the career and campus selected by the form builder.
UMN - Flag - USERV - Can Access PAN
Description: Determines if the logged in end user can access data in the PAN database.
Source System: Peoplesoft
UMN - Perceptive Index - Full Name
Description: Pulls the logged in user's full name from Peoplesoft and trims it to 39 characters. This is intended to be used as a Perceptive index.
UMN - Perceptive Index - Trim Value
Description: Pass in a value and it will be trimmed down to 39 characters. This is intended to be used as a Perceptive index.
UMN - SR - Current Term
Description: Pulls the current term for the campus and career selected.
Source System: Peoplesoft
This checklist should be completed prior to submitting a request to have your form moved to production. It is intended to guide you through the list of items on your form that will be checked and will help prevent a d
Form accessibility requirements include appropriate use of some HTML elements: LABEL, LEGEND, FIELDSET, and headings (e.g.
Add Page to Form
Once you have pages within the context of your form, you can add the pages into the form structure.
In your action template, you may include form data called
Some accessibility evaluation is a manual process, but tools are available to help.
For Jadu forms that do not require login, the
When you create an Action Template, you will be prompted to choose a Template Type. Some of the listed Template Types are unavailable in our implementation of Jadu Forms, as shown in the list below the screenshot.
If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.
From the Pages tab, cl
Before you create a PDF Action Template to store Jadu Form data, you must have a PDF file with fillable fields already defined.
You may enable reCAPTCHA in your Jadu Forms to prevent automated software from engaging in abusive activities.
Jadu Forms provides an action for creating a CSV or XML file of each submission, containing only the fields that you choose.
Before you are given access to the Jadu Forms development environment there are a few steps you need to take.
Use descriptive names for rules.
Some integrated components need extra information in order to work. This extra information is referred to as an input.
An Integrated Component brings data into your form from an external source.
Logic
Logic can be used to calculate something that will be useful later in the form, such as a value based on que
Using logic in Jadu Forms enables you to create formulas to calculate numeric and textual values.
There are two types of data integrations that can be used in a Jadu Form:
An overview of the page elements (fields) available to form builders to use in their forms.
When you create your predefined logic, choose one of the items in the table below from the Formula menu.
Please follow the steps below to have your Jadu form moved to production:
Documents can be sent to Perceptive Content for long-term storage. These records can either be archived or added to a Perceptive Content workflow process for further processing.
A Jadu Action Template can be used to send one or more emails.
Set Form Reentry Settings (optional)
As you work with Jadu Forms there may be times that you need to make a request of the Jadu Forms development and support team.
You can use a simulator to test your form for mobile use. This will help you determine what adjustments you can make to improve your design.
Creating a PDF
Your initial form can be created using a variety of tools, after which you can use Adobe Acrobat DC to make it a fillable PDF form.The software you can use to create a PDF include
There are a few things that are required for all UMN Jadu Forms.
Creating Jadu Forms will be easier if you understand their vocabulary.
When a new version of a Jadu Form is moved to the Production environment, it will be at a different URL than the previous version of the form.
To test your form, you need to make it Live.
Step 1: Attend a Jadu Forms Orientation
The Jadu Forms orientation provides an overview of Jadu Forms. In the orientation you:
Step 1: Gain Familiarity with XFP and Build a Form
In order to begin working with CXM (workflow), you must be familiar with some basic XFP functionality. This includes:
This table shows some of the high level functionality offered in Jadu XFP and CXM to help you decide which components you need for your forms.
The Perceptive Content desktop client was made available to Facilities Management in order to prevent conflicts in Internet Explorer with Compass and WebNow.
Sometimes when Windows Update runs, it will accidentally delete the saved connection profile settings from within Perceptive Content.
Under the tasks column, you are able to preview a survey by clicking on "view." If it results in the screen below, it may be due to a request for authentication.
Create an Individual Account
Read and agree to the Terms of Use.
All active University of Minnesota staff and students may use Qualtrics. To activate your Qualtrics account, log in to UMN Qualtrics:
If you have questions about accounts, access, groups, ownership changes, or availability of features on the University instance of Qualtrics, contact
A contact list includes the names and email addresses of individuals to which a survey is sent. There are a variety of different ways to get a contact list. Below are some options recommended by the University.
The following instructions will help Qualtrics survey distributors create a survey where University of Minnesota accounts are required to log in and take the survey, and where the respondent's Internet ID is captured
Only Qualtrics Campus Administrators can create and modify membership in groups. Please contact [email protected] with the following information for assistance:
If you are the Owner of a UofM Qualtrics survey and wish to transfer ownership to another UofM Qualtrics account, you must contact UofM Qualtrics Support,
If your name, Internet ID or Email address are incorrect in Qualtrics:
What is Don?
Don is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
What is Don?
Don is what Salesforce calls a full sandbox. That means that it is a complete copy of the production system.
Set up a University-Branded Email using Qualtrics
Qualtrics Mass Email Requirements
Email sent from Qualtrics must follow the
SQL Developer can be used to create queries that can be used to retrieve data from the Data Warehouse. The preferred method for using SQL Developer is through the AppsToGo application.
SQL Developer can be used to create queries that can be used to retrieve data from the Data Warehouse. If the Software Center application is installed on the Windows computer, it can be used to install SQL Developer.
In the previous version of UM Analytics (OBIEE 11g), any analysis that appeared on a dashboard would automatically run as soon as it was opened. This was often problematic and could cause performance issues.
Start Tableau Desktop.
Select Web Data Connector in the Connect - To a Server category. The Web Data Connector window is displayed.
Resources
Box Sync and Box Drive are two separate desktop applications that give users the ability to access Box content from the user's desktop environment.
Box Sync and Box Drive are two separate desktop applications that give users the ability to access Box content from the user's desktop environment.
A guide to help you correctly identify the security level required for your research data developed by the College of Liberal Arts Technologies and Innovation Services.
If you have general use questions concerning document imaging, please contact the Document Imaging team by sending an email to
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
The Data Governance Council Glossary covers terms and concepts included in the Enterprise Data Warehouse.
Improve the layout of your online forms by placing form labels near the associated text field and by grouping similar fields.
Basic overview of branching and merging in Git.
Git Checkout allows you to move between branches.
Show changes between the working tree and the index or a tree, changes between the index and a tree, changes between two trees, changes between two blob objects, or changes between two files on disk.
Instructions for installing Git for Linux, Mac, and Windows.
This is the manual page for the gitignore command.
A well documented article covering the topic of handling conflicts in Git
The git log command displays committed snapshots. It lets you list the project history, filter it, and search for specific changes.
Join two or more development histories together
How to resolve merge conflicts in Git
The git status command displays the state of the working directory and the staging area.
Learn how to use Git by reviewing the basic concepts of Git version control. Try out this introductory course that was created with GitHub.
Version control is a system that records changes to a file or set of files over time so that you can recall specific versions later.
GitHub Flow is a lightweight, branch-based workflow that supports teams and projects where deployments are made regularly. This guide explains how and why GitHub Flow works.
Adding other users to your GitHub organization. The other users must have logged in to GitHub before you can add them.
You can create a new organization by either setting up a new organization or converting an existing personal account into an organization.
More detailed instructions for creating an organization in GitHub.
Instructions for generating SSH keys on your computer and then adding the public key to your GitHub account.
Pulling code from GitHub (aka syncing)
Pushing code to your GitHub
Google Support document with instructions on the deletion of a document stored in Google Drive
Google Support document outlining steps for printing documents stored in Google Drive
Article from Google about how to access Google Drive and share and edit Google documents, slides, sheets, forms and drawings from within a Google Video Call (Hangout).
Article from Google about how to access Google Drive and share and edit Google documents, slides, sheets, forms and drawings from within a Google Video Call (Hangout).
Google Support document which outlines process for changing the way documents are shared in Google Drive
Google Support document which outlines process for changing the way documents are shared in Google Drive
LinkedIn Learning instructional video on making changes to your view and the sort order in Google Drive
LinkedIn Learning instructional video on making changes to your view and the sort order in Google Drive
Google Support document on real time communication with another Google user who is also working on the same Google Drive document
Google Support document on real time communication with another Google user who is also working on the same Google Drive document
This short video from LinkedIn Learning demonstrates how to convert a file into the Google Doc format.
This short video from LinkedIn Learning demonstrates how to convert a file into the Google Doc format.
Google Support information on the creation, deletion and moving of a folder in Google Drive
Google Support information on the creation, deletion and moving of a folder in Google Drive
LinkedIn Learning video instructions on how to delete and recover files stored in Google Drive
LinkedIn Learning video instructions on how to delete and recover files stored in Google Drive
Google Workspace Learning Center instructions on how to download and print files from Google Drive
Google Workspace Learning Center instructions on how to download and print files from Google Drive
LinkedIn Learning instructional video on the ability to collaboratively edit a single document in Google Drive with another Google user.
LinkedIn Learning instructional video on the ability to collaboratively edit a single document in Google Drive with another Google user.
Limitations on file sizes in Google Drive
Limitations on file sizes in Google Drive
Locate a file if its parent folders no longer exist.
Locate a file if its parent folders no longer exist.
Keyboard shortcut commands for use in Google Drive
Keyboard shortcut commands for use in Google Drive
Google Workspace Learning Center guide on sharing files or folders with specific people, adding comments and replies, making edit suggestions, and working with suggested edits of Google Documents in Google Drive
Google Workspace Learning Center guide on sharing files or folders with specific people, adding comments and replies, making edit suggestions, and working with suggested edits of Google Documents in Google Drive
Important considerations before moving or deleting information in shared folders.
Important considerations before moving or deleting information in shared folders.
LinkedIn Learning video guide to funcationality and navigation in the Google Drive application
LinkedIn Learning video guide to funcationality and navigation in the Google Drive application
Google Support document with instructions on recovering a Google Drive document
Google Support document with instructions on recovering a Google Drive document
Google provided information on requirements for using Google Drive.
Google provided information on requirements for using Google Drive.
Google Support site reviews process of searching for files in Google Drive
Google Support site reviews process of searching for files in Google Drive
LinkedIn Learning how-to video on searching for files and folders in Google Drive
LinkedIn Learning how-to video on searching for files and folders in Google Drive
LinkedIn Learning instructional video on how to share files from Google Drive with other users of Google
LinkedIn Learning instructional video on how to share files from Google Drive with other users of Google
Google Support instructional document on sorting files in Google Drive
Google Support instructional document on sorting files in Google Drive
Suggesting an edit to others working on the same document
Suggesting an edit to others working on the same document
Information on tracking changes made to your files stored in Google Drive
Information on tracking changes made to your files stored in Google Drive
Google Support document giving steps to change ownership of documents stored in Google Drive
Google Support document giving steps to change ownership of documents stored in Google Drive
LinkedIn Learning video explanation of files compatible for storage in Google Drive
LinkedIn Learning video explanation of files compatible for storage in Google Drive
Google Support document with instructions on uploads to Google Drive
Google Support document with instructions on uploads to Google Drive
LinkedIn Learning video how-to on uploading files to Google Drive
LinkedIn Learning video how-to on uploading files to Google Drive
LinkedIn Learning instructional video on using stars to group files in Google Drive
LinkedIn Learning instructional video on using stars to group files in Google Drive
LinkedIn Learning instructional video on the use of a preview lightbox for file searches in Google Drive
LinkedIn Learning instructional video on the use of a preview lightbox for file searches in Google Drive
Google Workspace Learning Center how-to guide on set up and use of Google Drive
Google Workspace Learning Center how-to guide on set up and use of Google Drive
A resource discussing several strategies, such as folder structure and tagging, that can help improve your Google Drive when used with departments or teams.
A resource discussing several strategies, such as folder structure and tagging, that can help improve your Google Drive when used with departments or teams.
LinkedIn Learning instructional video on contributing to files shared with you through Google Drive
LinkedIn Learning instructional video on contributing to files shared with you through Google Drive
Google Support document outlining how to convert Office files to Google Doc format
Google Support document outlining how to convert Office files to Google Doc format
LinkedIn Learning instructional video on the sharing of documents through Google Drive and responding to/adding revisions
LinkedIn Learning instructional video on the sharing of documents through Google Drive and responding to/adding revisions
LinkedIn Learning video instructions on creation and maintenance of folders in Google Drive
LinkedIn Learning video instructions on creation and maintenance of folders in Google Drive
Find help creating, editing and formating Google Forms.
Video introduction to creating an action template, along with a rule to invoke that action template.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata. The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
Video introduction to getting started creating a Jadu form.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Download a PDF file that was generated upon form submission.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Forms can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Edit a question in a page.
Access data from submitted forms.
Video introduction to creating a page and adding it to a Jadu form.
The launch page for the University's instance of Box Secure Storage
The launch page for the University's instance of Box Secure Storage
Click the Google Apps icon
Watch pre-recorded webinars covering a variety of Qualtrics and survey topics
This resource from CloudFind provides some best practices for using Google Drive with your team.
This resource from CloudFind provides some best practices for using Google Drive with your team.
PeopleSoft BI Publisher reports provide users with operational real-time data with data presented through a template. Creating BI Publisher reports requires advanced knowledge of PeopleSoft data structures.
PeopleSoft queries provide users with operational real-time data. View available queries through the Query Viewer or build a query in Query Manager.
Costs Paid by the UniversityThe following are Enterprise-funded costs covered by the University:
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
Canon and Fujitsu scanners are the two major brands used at the University.
The Qualtrics license grants the University of Minnesota permission to use the software solely for University purposes, and expressly prohibits use by third parties.
Find answers to frequently asked Qualtrics questions.
Learn the basics of using Qualtrics or dive into advanced topics.
If you are considering surveying anyone at the University of Minnesota, you must follow the Survey Project Approval Process outlined below.
Our ResponsibilitiesThe OIT Self-Managed Virtual Server Hosting staff is responsible for:
A Website that provides survey-related resources to the University of Minnesota community, including links to technologies supported on campus and information about best practices and community groups.
Whether you are a novice or an advanced user, there are many ways to learn more about how to utilize Tableau! Below are just some of the resources you can explore:
Follow these well-established — but frequently ignored — user experience (UX) design guidelines to ensure users can successfully complete your website forms.
The Reporting Center contains enterprise reports from UM Reports, UM Analytics, and PeopleSoft.
Self-Help Guides
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems.
This self-help guide provides an overview of enterprise data that enables decision-making at the University of Minnesota.
This self-help guide provides an overview of enterprise data that enables decision-making at the University of Minnesota.
This Self-Help Guide is intended to assist developers that are going to develop within the University of Minnesota Drupal environment.
This self-help guide takes you through the process of setting up workflows for Jadu XFP forms.
This self-help guide takes you through the process of creating a form, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing the submitted form
User Stories
The benefits of student group work are well documented:
The benefits of student group work are well documented: