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Terra Dotta Faculty Training Manual Note: The links found in this document lead to Terra Dotta resources. Much of the information in this manual was taken directly from the Terra Dotta resource center and adapted to fit the permissions you have as a faculty member. Program Building Basic Steps: Overview of Navigation to Program o Finding Program Front Page (do a search, then click eye icon to see program brochure) o Finding Program Editing Page Overview of Interface o Tabs Greyed Out - Edited by Study Abroad Coordinator o Other Tabs Available For Faculty Editing and Viewing (respectively) Locations This tab enables you to assign the location(s) of this program. You can select more than one location from the available list box by holding down the Control/Command key on your keyboard while clicking the locations. All the locations selected are moved to the Selected list box by clicking the right arrow button. To remove any location from the Selected list box, click the location and then click the left arrow button. You can use the Sponsor Assigned Locations field to assist you when you assign locations to your program. A program's assigned locations will be available to administrators that are creating program itinerary records.
Transcript
Page 1: Program Building - oupub.etsu.edu file · Web viewTerra Dotta Faculty Training Manual. Note: The links found in this document lead to Terra Dotta resources. Much of the information

Terra Dotta Faculty Training Manual

Note: The links found in this document lead to Terra Dotta reso urces. Much of the information in this manual was taken directly from the Terra Dotta resource center and adapted to fit the permissions you have as a faculty member.

Program Building Basic Steps:

Overview of Navigation to Programo Finding Program Front Page (do a search, then click eye icon to see program brochure)o Finding Program Editing Page

Overview of Interfaceo Tabs Greyed Out - Edited by Study Abroad Coordinatoro Other Tabs Available For Faculty Editing and Viewing (respectively)

LocationsThis tab enables you to assign the location(s) of this program.

You can select more than one location from the available list box by holding down the Control/Command key on your keyboard while clicking the locations.

All the locations selected are moved to the Selected list box by clicking the right arrow button. To remove any location from the Selected list box, click the location and then click the left arrow

button. You can use the Sponsor Assigned Locations field to assist you when you assign locations to your

program.

A program's assigned locations will be available to administrators that are creating program itinerary records.

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Locations need to be one of the first actions you complete for your program because other processes within Terra Dotta rely on this information.

If a location is not listed under Available, please contact our office ([email protected]) to have the location added. Please note that the location must be as specific as a town or city. It cannot be a broad area like a region or country.

ParametersThis tab enables you to assign program parameter values.

To edit a program parameter, click the pencil icon located to the right of the parameter name.

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To delete a program parameter, click the red 'X' to the right of the parameter name.

The parameters that are available include:

Language of Instruction o Likely English, but should be specified if multiple or other languages are used

Minimum GPA o Does not bar students from applying, but will likely discourage some

Housing Options o These are generic options that include things like host family, hotel, and hostel. o Please select all options that will be used (or can be used) as part of the program.

Areas of Study o Try to find the department/major that sponsors this course

Class Status o Which class standings can attend? List all that my apply

Program Type o Likely Study Abroad (Maybe Field Study)

Program o Will be "Faculty Led"

Course Prerequisites o If there are course prerequisites for your course, you will need to contact our office to

add these course numbers to Terra Dotta. Then you will be able to select that course from the list.

Budget SheetsThis tab enables you to create a budget sheet for a term.Select a term from the drop-down list box. Click the Add button that is located next to the list box. The term now appears at the end of the Program Term Budget Sheets list.

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To export the budget sheet as an MS Excel file, click the Excel icon located to the right of the name of the budget sheet.

To delete a budget sheet, click the red 'X'

To edit the budget sheet:

click the pencil icon. A new page opens.

You can insert a budget parameter to the budget sheet from the drop-down list box Parameter. This parameter appears under the head Budget Item on the page.

You can then enter a dollar amount for each budget parameter. Include any notes in the budget sheet using the WYSIWYG Editor on the page. (The Budget

parameters must be created separately under System Settings and is handled by the Study abroad coordinator. If you need a parameter that is not listed, please contact the study abroad coordinator to have it added to the system: [email protected])

Once you have made the desired changes, be sure to click the Update button at the bottom of the page.

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DatesBy default, deadlines and decision dates are pulled from the system information. This tab enables you to change those dates on the program level if needed. It is also where the start date and end date for each application cycle can be defined for this program. Start and End dates must be entered in order for application itinerary records to be created. These result in the applications moving into the 'While Abroad' phase.

IMPORTANT: There is a feature that will allow you to 'Apply Dates to multiple programs', but we ask that you ignore this function as it could disrupt other programs.

To adjust the deadline or decision dates or to add start and end dates, perform the following steps.

1. Select an app cycle from the drop-down list box at the bottom of the page under the header Add New Date Record. Click the Add Term button. A new section appears on the page where, you can add the dates for the app cycle that you have selected.

2. You can edit the dates for a term by clicking the pencil icon located to the right. A new section appears on the page, where you can edit the dates.

3. Be sure to click the Update button to save your changes

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ItineraryThe program itinerary records for a program are used as the template for the application itinerary records when an applicant applies to that program. The itinerary tab allows you to specify each leg of a trip.

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To add a program itinerary:

1. Ensure that the program has a date record for the appropriate application cycle ("Dates" tab)2. In the Itinerary tab, select the appropriate application cycle and choose Add Itinerary Record3. Fill in the start and end dates for one location within the full itinerary. Then, choose the location

from the drop-down Location list. (This list includes locations chosen in the Locations tab of the program builder.) When finished, click Update.

To edit an existing program itinerary:

1. click the edit pencil next to any itinerary segment. You can adjust the dates or location for any particular portion of the itinerary record.

2. To remove a portion of the itinerary entirely, click the red "x".

If there are existing applications for this cycle, a cascade wizard will offer to update these applicant's application itineraries to reflect the change.

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Select any applications whose itineraries you wish to update, and click "Update". The application itineraries associated with these applications will be updated to reflect the change to the program itinerary.

History

This tab is a running list of all changes that are made to the program. You can look here to see what has been added/removed from the application to the program, who made the change and when they made it.

Contacts

This tab enables you to perform the following tasks:

View/Add/Edit/Delete the contacts associated with this program Enter email addresses for people who should be notified when new applications are created for

this program, someone requests more information about the program, or someone saves the program to their profile.

Faculty do not have access to edit this tab. To have your email added to any of these lists, please contact the Study Abroad Coordinator at [email protected] .

Requirements This tab provides a list of materials, signature documents, and questionnaires that are applicable to the application. These materials are organized by application cycle. When you click on this tab you will be prompted to enter the application cycle for which you would like to see the requirements, as these can change from year to year. These documents are required at different stages of the application. To see a preview of the documents, click the names of the documents. (Note: custom documents can be created for individual programs; please see the "Processes, Communication, and Customization" section below for more details).

The different stages of the application include:

Advising (not applicable for Faculty Led Programs)o For Faculty Led Programs, students skip the Advising stage and do not need to complete

any of these requirements Pre-Decision (Pending Status)

o These requirements are items required of students before being admitted to the program.

o These include a general application and any other material that the faculty member would require to review before admitting a student to the program

Post Decision (Accepted and Pre-Approved statuses)

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o These requirements are for students who have been accepted to the programo They include passport information, emergency contact information, and more.

While Abroad (Accepted/Committed Status AND Program Start Date Reached) o These requirements are for students currently on their study abroad trip.o There are no default requirements for this section, but they can be created at the

Faculty Member's request. Returnee (Accepted/Committed Status AND Program End Date Reached)

o The requirements are for students who have finished their study abroad trip.o Currently, there are only the student Ambassador Application (optional) and the

Student Satisfaction Survey available by default. o Faculty Members could include such documents as a signature document for students

to sign, signifying they reached home safely or other such requirements.

Processing Student Applications Important NoteWhen processing student applications, it is vital that Faculty wait to accept students until AFTER they have completed the Study Abroad Application Fee material submission. This material is taken care of by the Study Abroad Office. If as student has not yet paid the Study Abroad Application Fee, that student cannot move forward in the application process.

Applicants SearchTo manage applications, you must use the applicant search engine. The search interface for Terra Dotta Software provides a great variety of search criteria, permitting the administrator to filter all the applications to a view that can be saved as a query (see 'Save Query/Search').

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Simple Search

Go to Applicant Admin -> Search. Enter part or all of an applicant’s name in the 'Applicant Name’ field in order to bring up a list of

search results. Enter all or part of a program title in the 'Program Name’ field in order to bring up a list of

search results. When you have finished selecting your search terms, click 'Search’ and the page displays the

applications that fit the criteria you requested. For Faculty who have only one program, you can simply click 'Search' to pull up all applications

for their program over all time.o As Faculty Members develop a program over multiple years, filter search results to the

current year by using the "Program Terms" option. Simple scroll until you see the correct term (Summer 20**).

Note: If you enter more than one word in the search field, the system will use an 'OR’ search logic for that field. For example, if you enter the words Ben Smith in the Applicant Name field, the system will bring up all applications with the name Ben as well as all applications containing the name Smith. To search for an exact name, put double quotes ("Ben Smith”) around the name and it will bring up only applications that have those exact words.

The 'Program Terms’ list box enables you to select specific application cycles in which to search. You can select multiple application cycles by holding the Command/Control key as you click each option.

Collectively, the three main options in the simple search use 'AND’ search logic. If you enter 'Ben’ into the 'Applicant Name’ field, 'Germany’ in the 'Program Name’ field, and 'Summer 2013’ into the 'Program Terms’ box, the system will bring up only the applications that meet all of these criteria.

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By default, the Simple Search does not include applications that have been withdrawn. If you wish to include withdrawn applications in your search, you must check the box next to 'Include withdrawn applications’ to enable this option.

Note: If you do not provide any keywords, the search displays all the active applications in your system. For Faculty, this search is limited to only your programs as you only have permission to view applications to your programs.

Advanced SearchThe Advanced Search works on the same principle as the simple search, but it allows you to search for very specific criteria. For a detailed explanation of how to use the various features in the Advanced Search, refer to the Knowledgebase article, "Advanced Application Search.”

Go to Applicant Admin -> Advanced Search. From this page, you need to choose the type of information you would like to query. Once you have defined your search parameters, Click 'Next.'

Depending on the search parameters you chose, the next page will allow you to choose various options within those parameters. For instance, if you chose to query Complete/Incomplete items, the second page will allow you to specify exactly which items you would like to search for, and whether you want those items to be completed or not. Once you have chosen the options you are interested in, click 'Next.' You will be brought to the search results page that will display all the applications that fit your search criteria.

On this page you are given the option to save your search. For more information on saving search queries, read the "How to run, save, and share queries and reports" article, or see the 'Saving Query/Search' near the end of this manual.

Overview This tab provides a summary of the application. It includes items to be submitted by the applicant and the number of items received. In this tab, the View Information Requests link appears if there is a corresponding request posted by the applicant.

The "Click to view other applications" link can be used to view all other applications that applicant has in the system.

You can also add tags to the application by selecting the desired tag from the drop-down list box. These tags are searchable.

Click the Print Application button on this page to print the application. You can also click the New Task tab to create a task with this application as the target or click the ‘Tasks’ tab to view all tasks, pending and completed, already associated with this application.

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Comments This tab enables an admin to enter comments for the application in the space provided. If you enter a comment, click Update to save it. All comments entered are internal and not seen by students. Comments cannot be edited or deleted. These comments are for 'internal use' and are not seen by students.

History Log This tab maintains a log of activities that have been performed on the application in the past. This may include any communication between the applicant and the adviser, or any decision taken on the application.

Itinerary This tab enables an admin to view and edit any existing itinerary records for that application, including the location, start date, and end date for each leg of a trip. Remember, this will only edit the itinerary on

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the individual user level. It generally should not be used. Instead, edit the itinerary on the program level and cascade those changes to all students within the program.

The only situation where the edit feature would be applicable would be if the class was going to split into two groups and those groups will travel to different locations. Using such a plan will create extra work for Faculty members as they will need to edit each individual going to a different location from the main group. There is no batch edit option for such a specific task. However, there may be other methods to accomplish this goal for a course and the faculty member should discuss with the study abroad office to see what would be the best option for them.

Questionnaires This tab displays a list of questionnaires that are applicable to the application. There can be various headers under which submitted questionnaires are grouped in this tab.

Faculty Members can edit the responses by clicking the pencil icon located on the right of the Questionnaire name. (This is generally discouraged as it should be the responsibility of the student to submit a questionnaire properly the first time. However, if a student emails you saying they forgot to add something, you can use this feature to add their content to the questionnaire at your discretion).

You can print the questionnaire responses by clicking the printer icon located on the right. You can 'un-submit' a questionnaire so that the applicant can go back and edit their answers,

using the icon of two green arrows. If the applicant has submitted this questionnaire for another application, those responses can be

copied into the currently viewed application using the icon with two pieces of paper. If a new version of the questionnaire has been deployed, but this applicant has already

submitted their response, the staff member can erase their questionnaire submission by using the eraser icon and then the new version will be deployed to the applicant.

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Materials This tab provides a list of material submissions and signature documents that are applicable to the application. It displays whether or not the materials and documents have been received by the office along with any notes associated with the submissions.

When the office receives a material submission in the mail, they can mark that material as received by checking the 'received' box and clicking Save All.

o A check will now appear next to that material on the applicant's home page, making them aware that their submission has been received by the office.

o Generally, the study abroad office will take care of all materials that are applied to all programs. Faculty only need to check and save materials specifically made for their program.

This tab is also where an applicant's Signature Verification Form can be marked as received.

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o The Signature Verification Form is used to verify that the student has the legal authority to digitally sign binding agreements. It is only used for students under 18 or students not found in the ETSU SMS information system (where their age is unknown). It should be rare that a student need this document. If the applicant is 18 or older, there is likely a problem with their Terra Dotta profile and the study abroad office should be contacted to resolve the issue ([email protected]).

o Once it is received on one application in the system, the applicant will be able to digitally sign signature documents on all other applications without submitting another verification form.

Another place to quickly view Materials is under Process -> Materials. On this view, it is worth noting that any Material that is marked "No" under the "Program Specific?" column is handled by the study abroad coordinator. The faculty member is only responsible for materials that were specifically created for his/her course. Thus, a material such as the "Study Abroad Application Fee" is only checked off by the study abroad coordinator once payment has been processed.

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Status This tab displays the current status of the application. The status of the application can be changed using this tab.

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To change the status, select the appropriate status from the Status drop-down list box. The staff member can change: an application’s program, app cycle, or application deadline by

selecting the value from the Programs drop-down list box under this tab. Changing this information will pertain to this individual applicant only.

Application Statuses:-A status of 'Pending' means that the application is in the Application Process phase (also referred to as 'Pre-Decision'). Most new applications automatically begin in the 'Pending' status. Applications remain in the pending status until an admin changes the status and the decision date is reached.

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-A status of 'Accepted' means that the application is in the Post-Decision phase as soon as the Decision Date is reached. An admin can change the status to 'Accepted' on the Status tab of any application. If the status is changed from 'Pending' to 'Accepted' the applicant is immediately notified by email if the Decision Date has already been reached. If the decision date is in the future, the applicant view will remain in the 'Pending' phase until the Decision Date is reached. When an application has an 'Accepted' status, the applicant will see a panel with two buttons on their application page so they can choose to 'Commit' or 'Decline' the offer.

-A status of 'Committed' means that the application is still in the Post-Decision phase if the Decision Date is in the past, but now the admin has confirmation that the applicant has committed to participate in the program. An admin can change the status of an application to 'Committed', but generally, applicants will change that status themselves by clicking the 'Commit' button. The application indefinitely remains in the 'Committed' status. The applicant will move through the While Abroad, Returnee and Alumni phases while the status of their application remains as 'Committed'.

-A status of 'Rejected' means that the application was not accepted. The applicant is notified of the decision once the Decision Date is reached, and their application remains locked in the Application Process phase indefinitely.

-A status of 'Waitlist' means that the application is locked after the deadline. It basically is paused in the Application Process phase until a decision is made.

-A status of 'Withdrawn' means that the applicant has chosen not to participate. There are several ways an application can have this status. The applicants can withdraw themselves at any time prior to the deadline. The status will change to 'Withdrawn' if an accepted applicant clicks the 'Decline' button. A staff member can withdraw an application at any time.

Batch Editing/Reviewing Basic options after an applicant search

o Create Report (review) o Batch status change (edit)

The Application Search Results page lists all applications that meet the search criteria provided in the Simple, Advanced, or Locator Search option in Applicants. This page also provides various methods of handling this group of applications.

After running a search query, the administrator will be presented with a list of applications as seen in the screenshot below.

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Saving a Query/SearchYou can save the query/search for future use.

Provide a suitable name for your search in the text box that is located at the top of the search results page and click the Save Search button.

The search is saved to the My Queries & Reports panel on your Admin home page. You can open any saved query by clicking the search name.

o Please note that any time you open a saved search query from your Admin home page, you are essentially running the search query again so it will display results based on the data currently in your system which may not be the same as it was when you originally saved the query.

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Managing ApplicationsThere are various options for what you can do with this list of applicants. You will see the options available under the drop-down list in the Options box. You should select one of the options depending upon your interest in the applications.

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The options are the following:

Send email This form enables you to send an e-mail to an applicant or a group of applicants who have been short-listed by the search.

To view the list of recipients perform the following steps:

1. Use the checkboxes to choose which applicants from the query results you want to receive the email. If you’d rather send the email through your email client, like Outlook or Gmail, instead of through your Terra Dotta site, you can click the “view copyable address list” link to open a new panel with a list of all of the email addresses. This list can be copied and pasted into your email client.

2. In the Email Content section, chose which email address will be used as the sender. The dropdown list here is populated with the Contact 1 and Contact 2 email addresses set in Settings -> Account Info, the email address associated with the login you are using, and the Advising email address set in Settings -> System Features -> Process Options tab -> Advising Applications -> Recipient Email address.

3. Next, enter the email subject line, and any carbon copy or blind carbon copy email addresses. Finally, in the Body field, you can enter the content of the email.

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4. Click Send at the bottom to send the email. You will then land on a confirmation page listing the email addresses to which the email was sent.

Text Export This form enables you to export the search results to a text file.

Excel Export This form enables you to export the search results to a tab-delimited Excel sheet, which you can save as a MS Excel file.

Create Report This form enables you to create a report that contains information about the applications in your search results.

You can choose the primary and secondary output grouping. o This determines the order in which the applications are listed in the report.

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o When exporting to Excel, the choices made here are not that important because it’s so easy to re-sort the information once the Excel file has been generated.

You can also select the fields you'd like to include in the report. You can generate the report in MS Excel format.

o To do this, select the check box Export as Excel at the bottom of the page. o When you select to export the report as an MS Excel file, the option Export Essay

Content is enabled. This option enables you to export the responses of the question items that are

like an essay in nature. As the content is may be very large, it may take a few moments to complete the export.

You can also view the report on a different window by selecting the check box New Window at the bottom of the page.

To save the report, provide a suitable name and click to save. o The report is saved automatically to My Queries and Reports panel in your Admin home

page when the output is generated.

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Batch Status Change This form enables you to change the status of all selected applications at once.

To change the status, perform the following steps.1. Select the applicants whose application status you want to change, by clicking the triangle located on the header. 2. Use the checkboxes to indicate which applications should be included in the status change action.3. Select the status from the drop-down list box Change checked to _____.4. Click the update button, and confirm the action to change the status of all of the selected applications with the exception of any advising applications that may have been included in the query results.

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Batch Review Status This form enables you to change the status of a number of applications to 'Ready for Review' at the same time. You can do this for individual applications by checking the flag Ready for Review on the 'Reviews' tab. But if there are numerous applications, individually updating them can be time consuming.To save time, you can use the Batch Review Status option by performing the following steps.

1. Select the applications for which you want to change the review status from the list of applications. You can view the list of applications by clicking the triangle located on the header.2. Click Update to update the review status. A dialog box appears asking you to confirm your action.3. Click OK to change the review status of selected applications to Ready for Review.

Note: most Faculty Led Courses do not utilize this function.

Batch Material Edit This form enables you to mark materials as received for multiple students. This should only be done for materials that the Faculty Member creates and monitors. All default materials are handled by the study abroad office. To mark the material, perform the following steps:

1. Click the dropdown arrow in the header to expand the list of applications that were in the query results. 2. Use the checkboxes next to the names to further refine who should have the desired item marked as complete. 3. Use the dropdown to choose which material submission or signature document should be marked as complete.

This list is populated by the materials created on your site and sorted by program type and application phase. Once a material has been selected, a new section appears. You can mark the material as received, add notes, and choose whether or not to notify the applicants via email that the requirement is now complete.

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Click the Update button. You will land on a confirmation page that will indicate which applications had the material as complete and which ones did not. Reasons the material may not have been marked as complete for a particular application include the material not being required of a particular applicant or an applicant already having that item marked as complete.Note: It is not possible to un-receive material submissions or signature documents for multiple applications at once. It is only possible to mark them as complete for a group.

Batch Attach File This form enables you to attach a file to multiple applications at once. To do so, perform the following steps:

1. Click the colored band to open a list of the applications and narrow it further using the checkboxes.2. In the “Attach file to applications section”, you use the Existing File dropdown to attach a document

that already exists in the document center on your site. You can add the title of the document and select the document type from the dropdown that is pre-populated with the document types you’ve created on your site. If the file you’d like to attach to the applications does not already exist in your document center, you can upload a new file from your computer by using the Choose File button to browse your files.

3. Use the two checkboxes below mark the file as internal-use only so that only administrators see the file and/or to notify applicants via email that a file has been attached to their application.

4. Click update to complete the action. You will land on a confirmation page that indicates a successful batch attach file action.

Progress AuditsYou can also select to generate Progress Audit Reports for Signature documents, Material submissions, Questionnaires, Recommendations, Learning Content and Assessments. You can generate the reports at various phases of the application. For example, Advising, Pre decision, Post decision, and so on.

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To do this, perform the following steps:

1. Select the desired phase from the drop-down list box Progress Audit.

Once you select an option, a new page opens. It displays a list of process elements that you can include in the audit report.

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2. Select the check boxes preceding the item names to include the items in the audit report. Then click Next. The audit report opens.

You can export the report as a MS Excel sheet or a tab-delimited sheet. To do this, select the appropriate option from the drop-down list box at the bottom of the page.

Processes, Communication, and Customization There are many more processes and features in Terra Dotta that faculty members do not have direct access to create and manipulate due to the complexity of the system. If faculty members wish to have certain processes or materials created within Terra Dotta, they should contact the study abroad coordinator ([email protected]) and provide the material or questionnaire that they wish to be placed on Terra Dotta for their program. If a more complex functionality is needed, the faculty member should schedule an appointment with the study abroad coordinator to figure out the best solution to the process need.

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Below, you will find some information about the different functions of Questionnaires, Materials, Learning Content, and Assessments. Please note the differences of these categories so that you can more easily work with our office to generate the material you need.

Questionnaires In general, questionnaires are forms that students can fill out to provide information about themselves for your benefit.

Generally speaking, Questionnaires gather info from students. You can gather information in the following ways:

Single Selection gives the students a list of options to choose from and they choose only one of those options.

Multiple Selection gives the students a list of options to choose from and they may choose any number of those options.

Yes or No is a question where the student only has two selections, 'yes' or 'no'. Yes or No with Explanation for Yes is a question where when the student selects 'yes', a new

field opens up for them to offer an explanation. If the student answers 'no', then no further actions are required.

Yes or No with Explanation for No is a question where when the student selects 'no', a new field opens up for them to offer an explanation. If the student answers 'yes', then no further actions are required.

Field is the shortest of the answer types. It gives the students a small box in which to submit text. Usually this is something short like an email address, name, or phone number.

Short Description gives the students a small text box for them to enter information. Usually this information is one or two sentences from the student.

Essay is the longest answer choice. It provides students with a WYSIWYG editor where they can type and format a response to the question. Students can also upload attachments to the essay form. For this reason, many times the essay question type is used in order to allow students to upload a document. Currently, the passport questionnaire for all students uses this option to collect a photo or scanned copy of each student's passport.

Date is a question where the student is offered a smart calendar to select a single date. If a date range is required, you will need two separate questions for start and end dates.

Rating is a question where the student is asked to rate a given thing from 1-5 stars (1 being low rating and 5 being a high rating).

If you would like for a custom questionnaire to be created for your course, please provide the study abroad office with a question description along with the type of question you would like to use. You will also need to inform the study abroad office in which phase of your program you would like for the questionnaire to be applied (i.e. in the pre-approved, approved, or other stages). The study abroad office will create the questionnaire and apply it to your program as you instruct.

MaterialsIn general, the material category covers information that you want to give out to students to read or sign. There are two categories of materials: Material Submissions, and Signature Documents.

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Material Submissions are generally a set of text with instructions for the student to complete some process. Most of the material submissions that are applied across all programs (including faculty led) are processes that need to be completed with other departments or systems at ETSU. For example, all students have to pay a once a year $35.00 fee to submit applications on Terra Dotta. There is a material submission that instructs the student to follow a link to a payment portal. Once the payment is received, our office checks off that material submission as complete.

Signature Documents are usually something that you are asking the students to agree to. The students are provided a body of text and asked to digitally sign (by clicking a button) their agreement to the body of text. Once the document is signed, the material is checked off on that student's profile to indicate that the requirement has been completed. For example, the Student Financial Authorization and Release form is a signature document that is applied to all faculty led programs. Once the student signs that document, the student's profile is updated and the faculty member can see that they have completed this requirement.

If you would like for a custom material to be created for your course, please provide the study abroad office with the material along with a description of what type of material it is, what it is for, and at what stage in the application process you would like it applied.

Learning ContentLearning Content is a type of process element that is simply an informational page the applicant can read and check off as having been read. The informational page can include text, images and/or video. Usually this information is something to do with traveling, culture shock, or could even be course related material if the professor wished to upload their own learning content. Generally speaking, learning content is less urgent than a material submission and usually doesn't pertain to processing an application. However, it could be something the faculty requires their students to read before they can be accepted to the course. It just depends on the preference of the faculty member.

Faculty can create their own custom learning content, or they can browse a data base of learning content provided by Terra Dotta. If you do decide to create your own learning content, please contact our office so we can add it to the site.

To browse the data base for existing learning content, follow these steps:

ETSU Faculty only have the normal 'view' permission for each of the process elements (Questionnaires, Materials, Learning Content, and Assessments). To Browse the TDCL Click Process -> Learning Content, then click Browse TDCL.

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You will be taken to a search page. Enter your different search criteria and click Search.

After browsing through the titles of interest, scroll all the way to the right and click the Eye Icon to see more information about the content. It is also worth noting the phase in which the content is delivered to students.

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After clicking the Eye Icon, You will be taken to a page with an overview of the information in the learning content. From there, you can view the actual content of the Learning Content by clicking on 'click here to view preview'. Then, you will see the exact content that the student will see if you choose to import the content for your course.

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If after reviewing the content, you decide that you want it to be applied to your course, please inform the study abroad office. You will need to include the Type of content (i.e. Learning Content, Assessment, Questionnaire, or Material), and the title of the content that you wish to import.

Please note that you can follow the above instructions for browsing the TDCL for any content type: Questionnaires, Materials, Learning Content, or Assessments.

Assessments Assessments are a type of application requirement that are deployed to applicants as 'tests' or 'quizzes' to ensure the applicant understands vital information.

Assessments are considered to be a requirement of any application to which they are deployed. Incomplete Assessment requirements will be included in reminder emails sent to applicants and the system will not mark an application as 'Complete' until all requirements, including Assessments, have been completed.

Like Learning Material, Assessments can be customized quizzes (only multiple choice or true/false answers) that the faculty creates, or they can be imported from the knowledge base that Terra Dotta provides (see instructions under Learning Content for how to browse the TDCL). If you would like to manually create an assessment (such as a language proficiency assessment), please contact the study abroad office at [email protected] with your question and answer items.

Assessments items include:

Instructions for the overall assessment The question items

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o The individual questiono Up to six answer optionso An additional 'All of the above' optiono An additional 'None of the above' option

The Faculty needs to indicate which choice is the correct answer (only one correct answer is permitted). After you have created an Assessment that you would like added to your course, please send it to the study abroad office along with the application process stage.


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