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Cycle 92

11/13/2018 – 11/20/2018

This cycle we did some tuning on the Hiring Database (NARF) in preparation for broader implementation in January. The NARF online web tool will replace the paper NARF and HPR forms for short term hiring requests.

Work Complete

Courses

  • (Fixed) Fixed Enrollment Threshold emails were not being sent. Fixed system was incorrectly calcuating URLs when run in an offline maintenance batch process.

Hiring

  • (Complete) Converted compensation fields to large text field. This will allow requester more flexibility in describing specific situation and needs. There are now two compensation text fields. "Compensation Details" is filled out by the initial requester using the initial Hours & Pay form. "Compensation HR" is a second text field for the formal instructions entered on the HR Review form.
  • (Complete) Built an appointment request workflow progress bar that shows the required steps and current location in the process. User can click the workflow to return to a previous step.
  • (Complete) After entering an approval return to the home screen, list view. A flash message is displayed at top of page saying "You have Approved Worker Name – Job Title" which is also a link back to the appointment request detail page.
  • (Complete) Changed course entry tool to further filter course list as user types course number. Removed the separate tabs for "Edit" and "Choose Course".
  • (Complete) Removed the separate tab for "Choose Quarters" in the Hours & Pay form. Quarter dates are displayed directly beneath Start and End fields and can be clicked to choose those dates.
  • (Complete) Add search links that look for a worker in the college's Courses and Student database. Search links are displayed at potentially useful points in process (worker screen, student info screen, course entry screen).
  • (Fixed) Person suggestions include any COE persons with UW NetID. (Case where Haring Center employee was not included in suggestions is fixed.)
  • (Fixed) Fixed typing in end date caused start date to erase.
  • (Complete) Changed "One-Time" label to "Fixed-Fee".
  • (Complete) Changed button name from "+ Approval" to "Request Approval".
  • (Complete) Changed single "Respond" button in Approval list to "Approve" and "Send Back". These buttons have icons and "Approve" button has primary highlight color to better draw attention.
  • (Complete) Added Special Pay Earn Types ADS and ENS to option list.
  • (Fixed) Fixed calendar widget broke after viewing choose quarters tab.
  • (Complete) Added position "Faculty: Program".
  • (Fixed) Fixed bug where sending-forward an approval that was sent-back from HR step caused the original HR approval to lose its response status.
  • (Fixed) Fixed email from production environment.

Cycle 91

10/29/2018 – 11/9/2018

Work Complete

Appreview

  • (Fixed) Save and Delete buttons were not being displayed in modal windows in Rubric edit.

Person

  • (Complete) Added an authorization request form. This will allow person database to track contacts for person authorization and to more precisely expire authorizations. For now authorization request form will be completed by Paul based on Help Desk Tickets or email requests.
  • (Complete) Authorization links to other college databases updated and enhanced. Links provide person name and NetID to help keep multiple database user list consistent.
  • (Complete) Authorization Audit tool provides view of both Workday and HEPPS appointment history which helps make faster and more accurate authorization decisions.
  • (Complete) Built new person duplicate record detection and merging tools. Was able to merge out ~2,000 duplicate records which improves accuracy and simplifies person picker tools.
  • (Complete) COE Person Appointment records now have ECS Code and Job Class Code in local records. This supports additional reporting and employee grouping needs.
  • (Complete) COE Person Appointment records now have end dates. This required changing data source from current appointments source (ODS) to the historical appointment source (HumanResources).
  • (Complete) Final clean-out of old student database (STEP) authorization records from Person reporting. Make sure all views are displaying authorizations in new Student database.

NARF (Hiring)

  • (Complete) Display message in budget tool when no appointment period has been created. Budget periods must match the appointment period, so at least one appointment period must be created before budgets can be entered.
  • (Fixed) Overlapping appointment request for current worker was not being displayed.

Recruitment

  • (Complete) Revise authorization tool to accept person database link and provide clearer descriptions of user roles. Remove unauthorized records from user list.

Student

  • (Complete) Updated Certificates Issued report to have CSV download, display record count at top, and provide access to SQL debug view for authorized users.
  • (Fixed) Fix a bug in the RegID change detection routine.

Cycle 90

10/15/2018 – 10/26/2018

Work Complete

Applicant Review

  • (Complete) Personal application bookmarks can be removed from the bookmark list view. Expanded bookmark note field to 100 characters, automatically truncate longer input.
  • (Fixed) Score counts and averages were not being correctly updated since recent Rubric updates. This showed up as 0 values on the "Enter Decisions using Scores" page. Problem is fixed and summaries have been regenerated.

Recruitment

  • (Complete) Removed legacy JavaScript library Prototype.js and replaced all client side application with equivalent jQuery based components. This resolved a couple broken features including bulk email tool and database switch menu.
  • (Complete) Rework the interest list selection tool in the About Yourself form to make it more navigable and work better on mobile. Original implementation was built for desktop screens and mouse with hover implementation for blurbs about programs. New version makes entire tree collapsible and shows program blurbs inline on page on click / touch.

Student

  • (Complete) Create an import process for certification data from OSPI download. This tool existed for same data from a different channel with substantially different layout. New feature converts 2018 file to 2017 format and then utilizes the 2017 import process.

Infrastructure

  • (25% complete) Added developer debug view to reports in Applicant Review and Student. This surfaces the built database query that provided data to a web view. The tool needs to be included in report page views so this will be an ongoing process to update existing report pages.

Cycle 89

9/24/2018 – 10/12/2018

Work Complete

Applicant Review

  • (90% Complete) Personal application bookmarks in applicant review allow a reviewer to mark applications they want to return to, optionally adding a short note.
  • (Fixed) Applied rules for which Recommender records (from MyGrad) are shown. Hide "withdrawn" recommendations, show recommendations requested and not yet responded to.
  • (Complete) Administrative tool to delete an application. Can only be used on application entered by staff, can not delete applications entered by applicant themself.
  • (Changed) Rubric settings form can now be accessed from Rubric Preview tool. This allows an authorized user to change the Rubric expiration date after scores have been entered.
  • (Fixed) Assign reviewers tool has proper spacing and images for displaying current reviewers.
  • (Changed) When adding coursework requirements by teaching endorsement the course requirements are added as all complete and staff will un-check the courses that are incomplete.
  • (Fixed) Coursework requirements were displayed as links on application detail, but had no click functionality. Fixed formatting. Editing of these records is done from Certification and Requirements tool.
  • (Changed) Revise logic for ECO prerequisite deadline to match updated policy.

Courses

  • (Changed) Reschedule updates from UW EDW. Previous schedule was regularly overlapping with EDW maintenance, causing update to fail.

Student

  • (Complete) Added better data entry tool for recording WA Certificate numbers and issued dates.
  • (Complete) Revised the display of periods on student placement records so that they display correctly based on placement data over type configuration. Placement types can specify placement period style (single quarter, start & end quarter, academic year, start & end dates) which controls the data entry form and influences the placement display. With the new revision a conflict between the type configuration and actual record data will be handled properly.
  • (Fixed) Student Husky card photo was sometimes displayed as missing image instead of silhouette placeholder.
  • (Fixed) Generated Placements can be deleted. Placements are generated when a student takes a course that is configured as a placement, practicum, internship. In some cases the student does not complete the course and therefore there is no placement. When these placements were deleted system would re-create them during next maintenance. This has been corrected.
  • (Fixed) Career import file includes rows with no WA Certificate number. These rows must be skipped when importing career data into student placement records.

 

 

Cycle 88

9/4/2018 – 9/21/2018

Work Complete

We wrapped up and deployed the 2018 Rubric Refresh. User visible changes are highlighted below. This was also a ground up refactor to get the data model in sync with the user interface and to make the rubric data easier to export and better support college reporting needs.

Applicant Review

  • (Complete) Added new major coding for Early Care and Education program (formerly ECFS Online).
  • (Complete) Rubric Build refreshed. Rubric editor now has workflow bar to guide user through steps of creating and publishing an applicant review rubric. Rubric edits are inline without page changes, smoother user experience.
  • (Complete) Refined score entry. Added inline comment tool. Score checks for all items rated before allowing score to be submitted.
  • (Complete) Score export tools let program administrators download score summaries and detailed score data.
  • (Complete) More score administration options to facilitate correction of data entry, scoring errors.

Recruitment

  • (Complete) Revise Events index page to show more information in a readable format. Provide links to more event tools.
  • (Complete) Added Attendee report. This shows list of prospective students who RSVP'd and / or attended a recruitment event. It also shows when attendees have submitted applications using same email address.

Student 

  • (Complete) Added new major coding for Early Care and Education program (formerly ECFS Online).

Test Scores

  • (Complete) Fix UW EDW test score import breaking and stopping on missing date.

Cycle 86

8/13/2018 – 8/24/2018

Work Complete

Appreview

  • (25% complete) Working on 2018 Rubric Refresh.
  • (Complete) Undergraduate application processing checklists. Add workflow checklists to support applicant review for undergraduate programs including an administrative review checklist and a pre-enrollment checklist.

Courses

  • (Complete) Display UW quarters & dates configuration in Settings menu. This makes transparent when the system switches a given quarter to read-only and completely updates the plan data from UW Time Schedule.
  • (Complete) Change enrollment number in Instructor Approval tool to be the Room Size value instead of the projected enrollment. These are often the same, but might cause confusion when the projected enrollment is adjusted.

Student 

  • (Fixed) Placement form wouldn't allow creation of new placement records, missing placement type.

2018 Rubric Refresh

I will be working on some backlog projects for the Rubric system in Applicant Review during Summer Quarter 2018.

Project Goals

Export Rubric Data

Provide an export that allows user to download a spreadsheet containing all of the scores created using a specific rubric.

Better Score Entry Experience

Provide a link to view the application file. After a score is submitted provide a path back to applicant list.

Better Guided Build

The steps involved in creating and activating a new Rubric are cryptic and inconsistent. On the edit view add a map of the steps and indicate what is complete and what needs to be done next.

Better Build Tool

More inline edits. Ability to move items between sections.

Easier Apply Rubrics

Refine the process of applying a rubric to a set of applications.

More Robust Score Entry

Score entry tool is somewhat fragile and user input can be lost when there is intermittent trouble connecting to the server. Update to recover from failed save actions.

Documentation

Add documentation and help within the web application.

College Databases Annual Plan 2018-19

Here are the projects we have lined up for the coming academic year: Summer 2018 through Spring 2019.

We have an extensive backlog of valuable projects we want to deliver. This means we have to be selective and prioritize. We share this plan to let you know where we are headed, but also to solicit your feedback. Your input about value and priority of particular projects will help our decision making process.

Timeline estimations for the following projects are calendar estimates that predict how long a project will take while also taking care of maintenance, administration, and “mini features”.

Mini Feature Development

Users of the live systems regularly request new features. These are small projects that can generally be completed within a few days. Because these are established systems with experienced users and stable workflows these mini changes are often where we can get the most benefit for development effort.

Because “Mini features” can be imagined, planned, and implemented quickly we don’t try to capture them in this annual plan. However the specific projects listed below are time estimated assuming we will be spending time on these small asides.

2017-18 Scheduled Projects

Rubrics Update

  • Refine the Rubric creation tools, scoring tools, and Rubric reports in Applicant Review.
  • Institutional value: Rubrics are valuable because they provide an efficient, consistent, quantifiable evaluation of candidates. This allow the college to review consistently, make good decisions, and evaluate our review process. Smoothly working tools make programs more likely to use the tools. Better ability to extract data encourages better decision making and process evaluation.
  • Timeline: July 2018, 2 months

Person & Authorization

  • Update Person database to provide general person search, person overview to all users. Build an Authorization workflow in person where a supervisor requests access to college databases for a worker. Automatically expire authorizations except for regular employees. Keep record of data agreements in Person database.
  • Institutional value: We have nearly 1,200 people with some level of authorization in our college databases. There is not a practical approach to regularly reviewing these authorizations. We need to have systems in place to do the right thing automatically and facilitate review of edge cases.
  • Timeline: September 2018, 1 month

Commitments

  • Add commitments to Budgets database. Commitments represent agreed upon budget allocation for a specific purpose. Will track dollar amounts, budgets involved, status and people involved.
  • Institutional value: UW systems do not provide a method to record all budgetary commitments. Currently this information is stored in spreadsheets that are not easily cross referenced and require significant effort to maintain.
  • Timeline: October 2018, 1 month

Retention Policy

  • Implement record purge in Applicant Review that follows UW records retention policy while allowing college to fulfil state reporting requirements and to do historical analysis.
  • Institutional value: Allow college to be compliant with UW policy. Reduce legal exposure by deleting outdated material. Support institutional research, planning & budgeting.
  • Timeline: November 2018, 2 months.

Test Score Imports

  • COE receives test scores directly from several agencies, mostly around teacher preparation and certification. Further automate the test score import process. Build tools so that all scores have a Pass/Fail evaluation.
  • Institutional value: Reduce maintenance time. Allow test scores to be loaded more frequently keeping system fresh and useful. Provide clear meaning of test scores to users.
  • Timeline: January 2018, 1 month.

Keep Me Informed

  • Modify the Recruitment database so that the main college website becomes the catalog of programs and interests. Provide About Yourself form compliant with GDPR. Improve prospective student subscription, unsubscribe tools.
  • Institutional value: Make program interest collection easier for prospective students so we get more and more useful recruitment information. Make privacy and unsubscribe easier to improve user experience and keep us compliant with applicable laws.
  • Timeline: February 2019, 2 months.

Courses Modernization

  • Move Courses database to modern application frameworks: Laravel, Bootstrap 4, VueJS
  • Institutional value: Courses is our oldest operational database and runs on a framework that has significantly better solutions today. Updates will result in a more reliable system, better user experience, and greater developer efficiency.
  • Timeline: April 2019, 3 months

Other Projects in the Queue

These are valuable projects that don’t have a specific schedule yet. We may select from these projects if the scheduled work goes faster than expected or if we get feedback from the college to change priorities.

Placements and Partners

  • Improve the Placement / Institution feature in the Student database to provide tools for Institution relationship management.
  • Institutional value: Support programs that have high-touch interactions with partner institutions who are providing internships and practicums for our students. Allow for better experience for institutions and students. Support college goals to feature community partnerships (UnitEd).
  • Timeline: (Not schedule) 3 months.

Course Evaluation Needs

  • Add course evaluation needs to Courses database. Instructors will be able to document what evaluation they plan to use and when they need it by. AST will have reports that help them manage this workflow.
  • Institutional value: Instructors have evaluations on time. ASTs have support for messy process.
  • Timeline: (Not schedule) 1 month

Course Person Management

  • Users have the ability to create new Person records in Courses database when planning courses taught by new employees. These person records may have no reliable identifiers. We need tools to add identifiers later and clean out duplicate records.
  • Institutional value: Courses reporting depends on clean data. We want Courses to provide best information available. As we start using Courses as a data source for other systems (Hiring) it is increasingly important to not have messy duplicative data.
  • Timeline: (Not schedule) 1 month

Courses Better Course Model

  • Implement a new Course data model that handles time variant data and “wildcard” courses better. Our Courses database represents a Course (approved UW curriculum) as a static value. For example if the title of EDUC 201 is “Welcome to Education” in 2018 Autumn then a section of EDUC 201 in 2014 Summer also has the title “Welcome to Education”. The model works fine for current and future planning, but can be troublesome when looking at historical data.
  • Institutional value: More accurate historical reporting that can impact future planning. Better ability to create course variations (“wildcards”) that allow us to accurately attach Tags and Responsible programs.
  • Timeline: (Not scheduled) 2 months

Integrate Courses and Hiring

  • Use plan entered in Courses database to scaffold appointment requests in Hiring database and vice versa.
  • Institutional value: Reduce effort and errors by using staff planning in one system to automatically generate records or initiate workflows in the other.
  • Timeline: (Not scheduled) 1 month

Independent Study / Practicum Registration

  • Re-implement the practicum form with integration with UW Login and our Student database.
  • Institutional value: Reduce administrative effort, reduce student effort, reduce errors. Keep track of student work in single location (Student database).
  • Timeline: (Not Scheduled) 1 month

Trend Reporting of Applications and Students

  • Provide reports that show data over time so leadership can see trends in program applications and enrollment.
  • Institutional value: Surface meaningful changes in program populations to support program review, planning and budgeting.
  • Timeline: 1 month.

Server Dashboard

  • Provide a central dashboard and notification system that surfaces indicators that servers needs attention. This may be a simple home grown tool or implementation of a vendor service.
  • Institutional value: By automating checks and alerting problems developer time can be better focused on building new features and tool sets.
  • Timeline: (Not scheduled) 2 weeks

MyGrad ProgID

  • Applicant Review used to base program affiliation on which application the applicant completed. This is no longer the case but there are still big chunks of application that use this logic.
  • Institutional value: Cleaning out legacy code and messy work arounds reduce future developer work and errors.
  • Timeline: 2 weeks

Cycle 85

Jul 30 – Aug 10, 2018

Work Complete

Courses

  • (Complete) Show both actual enrollment and projected enrollment on all offerings. Previously the system looked at time period and showed projected enrollments for future offerings and actual for past. There are workflows where seeing either and comparing the values is interesting. This view also makes the system representation more transparent.

Hiring

The NARF (hiring database) is ready for launch. Business owners have chosen Winter 2019 as the rollout. This will allow us to launch the new system and new college workflows during a calmer part of the academic year. The system is available on the test server in the meantime, contact Paul if you would like to learn more.

  • Renamed to "NARF". Business owners have named this system the NARF: New Appointment Request Form. This will be the databases URL path when deployed: https://educ.uw.edu/narf
  • Link to Courses database. When an appointment request is at the "Needs Department Approval" stage a link is provided for each course to the Courses database. This helps department approver verify that Courses and the appointment request are in sync.
  • Approvals are displayed in chronological order. Previously they were reversed with the intent of putting the currently needed approval at the top. But chronological provides a more intuitive picture of what is happening with the appointment request.
  • Submitted at date is displayed in red on the home page when it is more that two business days past. The goal is to resolve hiring requests within two days and this will highlight requests that are behind schedule.
  • Administrative Delete option is given to users with admin role in the Cancel page. This option completely deletes all record of an Appointment Request from the system and will only be used when a request was created in error.
  • HR Review form allows entry of HR approval on same page. After completing HR Review form user is returned to home page of hiring database.
  • (Fixed) Manually adding an Approval request with type "Fiscal" got created as type "Department".
  • (Fixed) Create new note within a section (Courses, Budgets, etc) had routing bug.

Person

  • (Complete) Employee data load now imports preferred names from centrall UW HR data. This allows our system to display the names users, faculty, and staff have entered as their preferred name using MyUW.

Recruitment

  • (Complete) Update program interest list for current college area organization. This interest list is displayed on the public "About Yourself" form that prospective students can access from college website.
  • (Fixed) The calendar date picker UI element was displaying eight day weeks. 
  • (Complete) Implement a build pipeline for pre-processing JavaScript and CSS assets. This allows use of more modern tooling and better organization of source file.

Cycle 84

July 16, 2018 through July 27, 2018

Work Planned

My next major project this summer will be revisiting the Rubric tool in Applicant Review. My goal is to make the tool easier to use and to provide ability to export applicant score data. If you have ideas or questions about Rubrics in Applicant Review, now is a great time to talk to Paul (hanisko@uw.edu).

Work Complete

Hiring

I am going to stop playing out Zeno's Paradoxes with my percent estimation and say we are near to release on the Hiring database. We are continuing to refine the system and locate and resolve bugs.

  • Worker form chooses best change based on user input. When a user "edits" the worker on an appointment request their intent could be one of two things: 1. Add or correct information about person who is current worker, or 2. Choose a new person to be the worker for the request. Previously the system asked for intent, but that was confusing and brittle. The new system reviews user input and decides if this is a small safe change (edit person) or substantially different (pick a new worker).
  • Add About page and per-page help and explanation.
  • Fixed worker form validation. First name is required, now indicated. UW NetIDs are validated.
  • Updated the user management tool for system roles blueform:hr and blueform:fiscal.
  • Sends email notifications for Workday and Letter stages. These notifications go to email addresses configurable in settings.
  • Fixed phrase "Needs Entry in Workday".
  • Added PCA Code field to budgets.
  • Validates date ranges that start is before end date.
  • Home page workflow sections (Needs HR Approval, Needs Fiscal Approval, Needs Entry in Workday, Needs Letter Sent) are displayed separately, only to users who's role allow them to handle to these stages.
  • Added "Your Creating" section to home page. When a user starts a new appointment request, but has not submitted it for Department Approval it will be listed first on the home page to help get back on track.
  • Support Internet Explorer 11.
  • Added CSS style to Budget and Hours & Pay tools to help indicate you can click to edit these table rows.
  • Reworked the "Choose Quarter" tool in Hours & Pay. Instead of choosing quarter from menu quarters are displayed in a table with the relevant start and end dates making it more transparent what result you will get when you click.
  • Approvals section is not displayed until the request is submitted for Department Approval.

Student

  • (Complete) Improvements to Tracked Issue resolution. Tracked Issues provide a record of student issues that need attention or resolution. The system automatically creates Tracked Issues for X grades and then automatically resolves those issues when a grade is submitted. We added logic so X grades won't be resolved by blank grades (an occasional anomoly in UW data) and when X grade is replaced with a low grade a new Tracked Issue for the low grade is created.
  • (Fixed) Form for Add Placement had a bug.
  • (Fixed) Form for Add a Complete record was broken.