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User Manual

pslin1 edited this page Apr 5, 2018 · 3 revisions

User Manual

Table of Contents

General

Superuser

Coordinators

Adjudicators

Students

General

Changing Languages

To change your language, navigate to your profile from the top navigation bar and change your language preference from your profile page via the drop-down menu.

Editing Your Profile

Your profile can be edited by clicking the Profile button in the top navigation bar and editing whichever fields you want to change on your profile.

Logging out

To logout of the site, click the logout button located in the top navigation bar

Superuser

Note: If a superuser account has not been created, you will need to create one, please follow the steps listed in Deployment and Installation Information to do so

Creating a Coordinator Account

Step 1)

Click the Add button beside Users on the administration site and fill out the information for the Coordinator account you wish to create

Step 2)

Click the Add button beside Coordinators on the administration site and fill out the information for the Coordinator account you wish to create. Make sure the information here is consistent with the information you entered in Step 1.

Coordinators

Viewing Awards

Click the Awards button in the top navigation bar to view a table of all awards.

Creating an Award

Click the Add Award button located above and below the awards table and fill out the fields for the award you wish to add.

Deleting Award(s)

Step 1)

Use the check boxes located on the left side of the awards table to select the awards you want to delete.

Step 2)

Click the Delete Award(s) button located above and below the awards table to delete the selected award(s).

Activating Award(s)

Step 1)

Use the check boxes located on the left side of the awards table to select the awards you want to activate.

Step 2)

Click the Activate Award(s) button located above and below the awards table to activate the selected award(s).

Deactivating Award(s)

Step 1)

Use the check boxes located on the left side of the awards table to select the awards you want to deactivate.

Step 2)

Click the Deactivate Award(s) button located above and below the awards table to deactivate the selected award(s).

Editing an Award

Click the Edit button beside the award you wish to edit and make edits to the award via the page that opens.

Viewing Applications

In order to view the applications for an award, click the View button beside the Award whose applications you wish to view. A table will appear with all the applications for that award. Note: if an award is past the deadline, all in-progress applications will be deleted.

Viewing Archived Applications

In order to view the archived applications for an award, click the View Archive button below the applications table for the award you wish to view.

Archiving Applications

Step 1)

Use the check boxes located on the left side of the applications table to select the applications you want to archive.

Step 2)

Click the Archive Application(s) button located below the applications table to archive the selected application(s).

Deleting Application(s)

Step 1)

Use the check boxes located on the left side of the applications table to select the applications you want to delete.

Step 2)

Click the Delete Application(s) button located below the applications table to delete the selected application(s).

Viewing Students

Click the Students button in the top navigation bar to view a table of all students.

Creating a Student

Click the Add Student button located above and below the students table and fill out the fields for the student you wish to add. Note: Students will still have to register an account via the log-in page in order to set their password.

Deleting Student(s)

Step 1)

Use the check boxes located on the left side of the students table to select the students you want to delete.

Step 2)

Click the Delete Student(s) button located above and below the students table to delete the selected student(s).

Editing a Student

Click the Edit button beside the student you wish to edit and make edits to the student via the page that opens.

Import Student Info

Step 1)

Click the Upload Files button located above and below the students table.

Step 2)

On the page that opens up, upload the files you wish to import into the system. Note: the fields of the imported CSV files must match the fields listed on the page for each document. Eg: the CSV file for GPA must have fields named "CCID" and "GPA".

Viewing Adjudicators

Click the Adjudicators button in the top navigation bar to view a table of all adjudicators.

Creating an Adjudicator

Click the Add Adjudicator button located above and below the adjudicators table and fill out the fields for the adjudicator you wish to add. Note: Adjudicators will still have to register an account via the log-in page in order to set their password.

Deleting Adjudicator(s)

Step 1)

Use the check boxes located on the left side of the adjudicators table to select the adjudicators you want to delete.

Step 2)

Click the Delete Adjudicator(s) button located above and below the Adjudicators table to delete the selected adjudicator(s).

Editing an Adjudicator

Click the Edit button beside the adjudicator you wish to edit and make edits to the adjudicator via the page that opens.

Viewing Committees

Click the Committees button in the top navigation bar to view a table of all committees.

Creating a Committee

Click the Add Committee button located above and below the committees table and fill out the fields for the committee you wish to add.

Deleting Committee(s)

Step 1)

Use the check boxes located on the left side of the committees table to select the committees you want to delete.

Step 2)

Click the Delete Committee(s) button located above and below the committees table to delete the selected committee(s).

Editing a Committee

Click the Edit button beside the adjudicator you wish to edit and make edits to the adjudicator via the page that opens.

Viewing Programs

Click the Programs button in the top navigation bar to view a table of all programs.

Creating a Program

Click the Add Program button located above and below the programs table and fill out the fields for the program you wish to add.

Deleting Program(s)

Step 1)

Use the check boxes located on the left side of the programs table to select the programs you want to delete.

Step 2)

Click the Delete Program(s) button located above and below the programs table to delete the selected program(s).

Editing a Program

Click the Edit button beside the program you wish to edit and make edits to the program via the page that opens.

Viewing Years of Study

Click the Years of study button in the top navigation bar to view a table of all years of study.

Creating a Year of Study

Click the Add Year of Study button located above and below the years of study table and fill out the fields for the year of study you wish to add.

Deleting Year(s) of Study

Step 1)

Use the check boxes located on the left side of the years of study table to select the years of study you want to delete.

Step 2)

Click the Delete Year(s) of study button located above and below the years of study table to delete the selected year(s) of study.

Editing a Year of Study

Click the Edit button beside the year of study you wish to edit and make edits to the year of study via the page that opens.

Adjudicators

Viewing Applications

Click the View button located beside the award whose applications you wish to view to open a table showing the applications for that award. To view the details of the application, click the Review Status of the application under the Status column

Commenting

To leave a comment on an application, view the details of the application by clicking on the Review Status of the application. In the details, enter your comment in the corresponding text field on the page. To save your comment, click on the Save comment and ranking button at the top and bottom of the applications table.

Ranking

To rank an application, view the details of the application by clicking on the Review Status of the application. In the details, enter the rank in the corresponding drop down on the page. To save your rank, click on the Save comment and ranking button at the top and bottom of the applications table.

Deleting Ranking and Comment

To delete your ranks and comments on an application, click the Delete commend and ranking button located at the top and bottom of the applications table

Students

Registering

Click the Register button on the log-in page and enter your University of Alberta email when prompted. An email will be sent to you University of Alberta email with further instructions on how to set up your account.

Password Reset

Click the Forgot Password button on the log-in page and enter your University of Alberta email when prompted. An email will be sent to your University of Alberta email with further instructions on how to reset your password.

Viewing Awards

The Home page for students will automatically display a list of applicable awards you have not yet applied for, awards you have an in-progress application for, and awards you have submitted an application for.

Applying for an Award

Click the Apply button beside the award you want to apply for and fill out the following form as well as submitting any required documents. Progress on this application can be saved by clicking Save Application ( Note: this WILL NOT submit your application ). Applications can be submitted by clicking Submit Application.

Editing an Application

In-progress applications can be edited by clicking the Edit button beside the in-progress award you want to edit.

Unsubmitting an Application

Once you have submitted an application, it is possible to unsubmit an application by clicking the Unsubmit button beside the application you wish to unsubmit. Unsubmitting an application will place it back under the In-Progress heading and will remove it from consideration by an adjudication committee until you resubmit it. Note: You will only be able to unsubmit an application for awards whose deadlines haven't passed yet.

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