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
You can use a variety of tools for online small group discussions. We have outlined solutions, rated them for the effort required, and identified key considerations.
This 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). Community mem
EDMR (Enterprise Data Management and Reporting) is the organization supporting efforts to achieve the full value of the University’s data and information assets.
EDMR (Enterprise Data Management and Reporting) 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.
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.
The University Analyst Group meets monthly and works to share knowledge and perspectives related to University data, systems, and policies, analysis tools and techniques, and approaches to research questions.
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.
The WorkflowGen Consortium includes users of WorkflowGen at the University of Minnesota. It provides administrative oversight and user experience insight.
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.
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.
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.
Global fields are available to all categories and case types in CXM and should be used when applicable. Category-specific fields can be created upon request.
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.
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.
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:
Sometimes when you try to access Box, you may be prompted to login to a Box screen rather than the standard University of Minnesota login page. You should not use this Box screen to login.
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.
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.
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.
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).
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.
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.
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.
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.
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 in
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 - 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 - 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.
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.
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 - 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.
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
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, click Add Page.
To test your form, you will need to make it live.
On the Publish tab, slide the Live toggle to the right to make the form live, or to the left to take the form offline.
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
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:
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.
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,
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.
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.
To use Office of Information Technology (OIT) Storage and Hostings Services, all customers must onboard through the Customer Experience Standardization for Infrastructure process.
This 6-hour LinkedIn Learning course covers how to use Git, the popular open-source version control software, to manage changes to source code and text files.
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.
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).
Short article from 9to5 Google on how the use of Google Drive app within a hangout has been removed. Now users are to use the chat box for sharing any Google Driv items.
Requirements for Perceptive Content 7.2Perceptive ExperienceSupported Browsers:Microsoft Internet Explorer 11Microsoft EdgeMozilla Firefox (Microsoft Windows OS)
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.
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
Note: Most of these guides are from an older version of the software. You may notice a few minor differences, but generally they still are accurate for the version we are using.
Web: Perceptive Experience, the web based instance of Perceptive Content, allows you to take advantage of most of the functionality of the desktop client via a web browser, so wherever you are, on cam
The Qualtrics license grants the University of Minnesota permission to use the software solely for University purposes, and expressly prohibits use by third parties.
New Imaging ProcessFor a new imaging process, click the link below to access the Document Imaging Interest Indicator form. Complete the form and click the Submit button at the bottom.
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:
The following features are provided to all web sites as part of both Basic and Premium plans:Project Web ServiceA pool of web servers to host your web content.
Follow these well-established — but frequently ignored — user experience (UX) design guidelines to ensure users can successfully complete your website forms.
The Google Drive self-help guide provides how-to instructions for common tasks such as organizing and finding files and folders, sharing and working together on documents, and downloading and printing files.
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