heidi 3 – Pre release notes
Contents
1. Submit selected role Training videos System training presentation Data training presentation Administrators quick start guide Change log Known issues Service level agreement Terms and conditions of use Multiple roles available to local administrators only It is now possible for local administrators to add more than one additional role to their user account This facility has been added to give local administrators the flexibility of seeing how heidi appears to each role that they create Local administrators may add an additional role to their user account by doing the following e Click Users on the heidi tool bar e Click on Create new user e Enter the email address used for your local administrator account your name and select the role that you wish to add to your account e Click Save amp close News enhancements available to local administrators only Local administrators may now use the News facility within heidi to generate emails containing the contents of the news item to send to all users at their organisation Page 11 of 14 Screen shot 14 the Send to my users facility within the Create news screen Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout gt i onal a A y 7 S Z j wea l 4 a y 2 ae A ai x 7 j R 7 gt h A A f i 4 L 3 p N f a S ari y lt ee k _ gt s 4 et l y NW n f SRR SE r2. The Find now button will bring back a list of search results Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout Jo l Ha we fig ya You are here Home Reports Update report Example user local administrator j i N wd A t B i Fa W A a eid l sidi Nghe education information database tor nsfitvions Create report New report Derived columns optional Report options optional Manage charts optional Data description search Find data descriptions that contain This word or phrase Searchin 2006 07 Match whole word s E Find nov Clear And this word or phrase optional Note This facility can locate data descriptions down to field name level in the data explorer i e as indicated by a yellow folder icon E CI Where words are entered into both text boxes only data descriptions that contain both sets of words will be returned within the search results For further details regarding the data explorer structure please see help text at the bottom of this screen Data explorer Show 10 Show 15 Show 20 Auto resize 2000 01 H 2001 02 H E 2002 03 H E 2003 04 a 2004 05 2005 06 4 2006 07 2007 08 2008 09 Report columns 0 total 0 visible and 0 hidden Screen shot 4 The Search results box and locating search results within the data explorer Users may click on a search result and the data explorer will expand and highli
3. HESA Institutions England Higher Education Statistic heidi admin Institution Not known 2008 07 26 c amp 2001 02 HESA Institutions East Midlands Higher Education Statistic heidi admin Institution Not known 2008 07 26 c Cc 2001 02 HESA Institutions London Higher Education Statistic heidi admin Institution Not known 2008 07 26 Create new group Update group Copy group Delete group Update default Users may set a group as their personal default as follows e Click on Groups on the heidi tool bar e Click the select box next to the name of the group e Click on Update default e Click Select as default to confirm or alternatively click Cancel By confirming this selection the eroup will be used by default for all reports created for this row type from this point onwards until an alternative default is selected e The phrase my default will appear next to the group name on the Manage group screen The group will not automatically be applied to reports that already exist Users may create a personal default group for each row type If users do not create a personal default eroup or de select a personal default group the system default group will automatically be used when reports are created Please note e Ifthe group selected does not belong to the user the owner of the group may amend the group and this will automatically apply to the users reports Therefore we would advise that if users w
4. Sa ig i y p S EATA Nnn T eS fd t4 e f X You are here Home Reports Update report Example user local administrator l e Create report New report Derived columns optional Report options optional Manage charts optional Data description search Data explorer Show 10 Show 15 Show 20 Auto resize 2007 08 EY HESA finance Key Financial Indicators S4 Indicators 39 4 Percentage ratio of recurrent research arants from funding bodies for HE provision to total income 5 Percentage ratio of fundina body recurrent other arants from funding bodies for HE provision to total income 6 Percentage ratio of total funding body grants for HE provision to total income 8 Percentage ratio of tuition fees amp education contracts to total income 9 Percentage ratio of full time home European Union EU HE student fees to total income 10 Percentage ratio of non EU HE course fees to total income i 11 Percentage ratio of income from research grants amp contracts to total income Report columns 1 total 1 visible and 0 hidden 2007 08 Key Financial Indicators Indicators 2 Percentage ratio of total funding body grants to total income Locate column Remove columns Move columns up Move columns down User preferences Users are now able to set their own preferences to personalise their use of heidi User preferences can be set within the Preferences
5. role To continue using heidi in an alternative role select from your available roles listed below and click Submit selected role Submit selected role Training videos System training presentation Data training presentation Administrators quick start quide Change log Hinown issues Service level agreement Terms and conditions of use A0 A Screen shot 11 the heidi change log link EAEN S TT Pa LAAI Home gt About heidi gt Change log a reli change tee a e The heidi change log displays details of heidi system and data releases implemented since the system was released in April 2007 in reverse chronological order Summary data specification Governance Release description 2008 UCAS data 3 Advisory group Release type Data release heidi order form aza Subscriptions Release description 2008 GTTR and CUKAS data es 2007 08 Performance Indicator tables E1 and R1 Browser compatibility Release date 31 July 2009 siti Has heidi User survey 2009 ease type ata release EAE Release description 2007 08 Performance indicators excluding E1 and R1 Posters 2007 08 Estate Management Statistics Seminars Release date 30 June 2009 Training Videos Release type Data release Contact General Release description Re release of 2007 08 Finance data Sitem 2007 08 Key Financial Indicators 2007 08 Taylor squares data Release date 24 April 2009 Release type Data release Release description 2007 08 Student
6. staff ratios by institution and cost centre Release date 22 April 2009 Release type Data release Release description 2007 08 Finance data excluding table 7 2007 08 Key Financial Indicators 2007 08 Taylor squares Release date 31 March 2009 Release type Data release Release description 2007 08 Student 2007 08 Staff data Release date 04 March 2009 Dalnsen tunna Nata ralosen Page 9 of 14 Usage statistics available to local administrators only Local administrators are now able to produce a summary report on the usage of heidi within their organisation for a chosen period This facility can be accessed from the Usage statistics tab of the Logs screen Screen shot 12 the Usage statistics tab within the logs screen Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout TS i W Wes i a Fa A ie S j TE Vor a ate ne i i Ne k h a A L f gt e x gt T Y a You are here Home Logs Example user local administrator Activity log Usage statistics Usage statistics Organisation Example organisation Report between 2009 08 05 and 2009 09 05 View usage statistics Download to Excel Show 5 Show 10 Show 20 Show all Statistics Total number of active users as at snapshot date Total number of reports created in period Total number of charts created in period Total number of groups created in period Total number of Taylor squares created in
7. tab of the My details screen This functionality will be available to all users however the preferences available will vary depending on a users role permissions Page 6 of 14 Screen shot 8 the Preferences tab within the My details screen Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout coos ne R DS 4 ox X sidi You are here Home My details Example user local administrator Account details Change password The role in which you log in to heidi local administrator Email notification Tick the box if you wish to receive emails from HESA regarding Vv heidi data service updates alternatively if you wish to unsubscribe untick the box Item list preferences i e reports groups etc The approximate number of visible listitems Show 5 Show10 Show20 Showall Sort the contents of Manage lists by Sort column Ascending Descending Name O D Created by D O Date created 2 D Default height of data explorer window The approximate number of visible data folder category rows Show 10 Show15 Show20 Auto resize NOTE Once saved updates to Item list and Default height preferences will take immediate effect and may override any current session settings Save Users are able to set their own preferences for the following higher education information datobose tor insfitwtions e The role in which you log in to heidi l
8. N You are here Home Reports Update report Example user local administrator b M one Create report New report Derived columns optional Report options optional Manage charts optional Data description search Data explorer Show 10 Show 15 Show 20 Auto resize mS Ela HESA staff Staff FPE a All academic staff excluding atypical a Mode of employment 2 EME Full timd multi select all years p Full time 2003 04 Full time 2004 05 Full time 2005 06 Full time 2006 07 Full time 2007 08 Report columns 0 total 0 visible and 0 hidden Locate column Remove columns Move columns up Move columns down 4 Locate column facility Users may now locate a column that is specified in the Report columns box within the data explorer This functionality will be available to all users within the Data columns tab of the Create report screen Page 5 of 14 Screen shot 7 Locating a column within the data explorer Users may use this facility by highlighting one column description within the Report columns box and clicking the Locate column button located underneath the Report columns box The data explorer will expand to its position when the column was created Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout a re a gt Le e l vi Bi b FO y 2 i a Y ha P eee e gt S ra gt b
9. e report Example user local administrator higher education a 4 Create report New report Data description search Data explorer Show 10 Show 15 Show 20 Auto resize _ Derived columns optional Report options optional Manage charts optional H Applications EI Derived statistics m Equality H HESA destinations of leavers H O HESA finance H HESA staff H HESA student H National Student Survey HE Training Development Agency Report columns 0 total 0 visible and 0 hidden Locate column Remove columns Move columns up Move columns down Page 1 of 14 Below is a list of the new data categories along with the current data categories which are now grouped under them CUKAS accepted applicants CUKAS applications GTTR accepted applicants GITR applications NMAS accepted applicants NMAS applications UCAS accepted applicants and UCAS applications Estate Management Statistics Funders Forum Metrics FFM HEMS Performance Indicators Student Staff Ratios and UK Pattern data HESA destinations of leavers Destinations of leavers data HESA finance Finance Return 000s and Key Financial Indicators instance count FE and Student instance count HE Research Assessment Exercise summary results from the Research Assessment Exercise Training Development Agency Training Development Agency data 2 Data description search facility A searc
10. ears We hope that the release of heidi 3 improves the value of the system to you We are always keen to hear feedback especially ideas and suggestions for future releases of heidi Please contact us at the email address below The heidi team September 2009 email heidi hesa ac uk Page 14 of 14
11. es on the heidi tool bar e Select a role for update and click on Update role e Tick the View column next to heidi equality standard report students 2007 08 and heidi equality standard report staff 2007 08 within the heidi folder permission box e To save the change click Save and close New data The following data will be added as part of the heidi 3 e Student FTE by Institution level of study and subject of module for 2001 02 to 2007 08 e Academic staff excluding atypical FPE by academic employment function cost centre and institution 2003 04 to 2007 08 e Academic staff FTE by Institution cost centre academic employment function terms of employment and source of basic salary 2003 04 to 2007 08 e Destinations of leavers students Entering Further study FPE by JACS Principal Subject 2003 04 to 2007 08 e New fields within the UCAS datasets 2008 09 only previous educational sector for accepted applicants and JACS subject line data for applications and accepted applicants Page 13 of 14 3 Future enhancements The following functionality is currently being developed and will be released during October 2009 e Larger report download facility increasing the number of columns that can be included within a report downloaded to Excel e Chart enhancements the ability to use institution short names within charts e Data explorer hover over unabbreviated help text e Finance data adjusting y
12. gher education information dafobase tor nafttvions O Create report New report Data description search Data explorer Show 10 Show 15 Show 20 Auto resize Manage charts optional Derived columns optional Report options optional 2007 08 43 HESA staff Staff FPE B All academic staff excluding atypical HE parttime aL 5 Report columns 0 total 0 visible and 0 hidden Locate column Remove columns Move columns up Move columns down Page 4 of 14 Screen shot 6 selecting columns using the multi select years facility Users may click on the Y icon and a secondary list of valid field entries will appear one for each academic year for which data is available The original valid entry is now followed by the words multi select all years and the year at the top of the data explorer will have changed to read All years Users may select columns for all years by clicking the multi select all years node or alternatively may click on specific year nodes A column for the years selected will be displayed within the Report columns box Alternatively the user may return the data explorer to its previous state by clicking on a node higher up the data explorer Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout Se ly a t SA l O 3 Walt 2 OA Neila PORE Say a f Ww f a oa w a hw ce Be D Y
13. ght the result Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout You are here Home Reports Update report Example user local administrator higher education information datobase tor institvtons Create report New report Derived columns optional Report options optional Manage charts optional Data description search Find data descriptions that contain This word or phrase staff Searchin 2007 08 Match whole word s M Find nov Clear And this word or phrase optional gender Note This facility can locate data descriptions down to field name level in the data explorer i e as indicated by a yellow folder icon E Where words are entered into both text boxes only data descriptions that contain both sets of words will be returned within the search results For further details regarding the data explorer structure please see help text atthe bottom of this screen Search results 5 items Show 5 Show 10 Show 20 Show all 2007 08 Equality data Staff data All staff excluding atypical FPE Gender 2007 08 Equality data Staff data Atypical staff FPE Gender 2007 08 Staff FPE All academic staff excluding atypical Gender l 2007 08 Staff FPE All staff excluding atypical Gender 2007 08 Staff FPE All atypical staff Gender Data explorer Show 10 Show 15 Show 20 Auto resize S E 2007 08 HESA staff Staff FPE 5 4 All staff excluding atypical J M
14. h facility has been introduced to enable users to search the contents of the data explorer to assist in locating data This functionality will be available to all users within the Data columns tab of the Create report screen Screen shot 2 Data description search button on the Data columns tab Users may access the Data Description search facility by clicking on the Data descriptions search button within the Data columns tab of the Create report screen The Find data descriptions box will appear Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout s8 ae z z m e A i a A g p ys i Wea pe 4 gn a Ae 5 EY Ae Jdi You are here Home Reports Update report Example user local administrator en Create report New report Data description search Data explorer Show 10 Show 15 Show 20 Auto resize 2000 01 H 2001 02 H E 2002 03 H 2003 04 4 2004 05 2005 06 J 2006 07 H E 2007 08 2008 09 Report columns 0 total 0 visible and 0 hidden Locate column Remove columns Move columns up Move columns down Page 2 of 14 Screen shot 3 The Data descriptions search box Users may use this facility to enter a word or phrase as their search criteria There are two boxes which allow users to search for two unconnected words or phrases In addition the search may be restricted to one year or all years and to matching whole words within the search
15. heidi 3 Pre release notes Zid information dodubiake tor baatulons This document describes the changes that will be incorporated in heidi 3 which is to be released on Monday 14 September 2009 The changes in heidi 3 have resulted from analysing user feedback and a process of prioritisation by the heidi User Group The development plan for heidi 4 is now nearing completion and requirements for future releases of heidi are continually being sought To accompany the release of heidi 3 a number of training videos showing the new functionality will be published on the heidi information web site when heidi 3 is released In addition full guidance is provided within on screen help and the heidi user manual If you have any queries regarding heidi 3 please email heidi hesa ac uk Summary of changes system Report enhancements 1 New categorisation of data explorer To assist users in locating data a new top level data categorisation has been added to the data explorer which groups together similar datain one place This functionality will be available to all users within the Data columns tab of the Create report screen Screen shot 1 Data columns screen showing new level of data explorer Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout a a a at T a4 es y yy gt fig a e x a 3 Aa RAT teed wie i AS S Ree SR FQ s aa You are here Home Reports Updat
16. ish to use another users group as their default group they create a copy of the group and set this as their default e Users may not select two personal default groups for one row type e Ifa personal default group for a row type already exists users may either de select the group if they wish to change it or select an alternative group and set this as their personal default group This will automatically override the previous personal default group e When a personal default group is set this will apply only to the users account with the exception of local administrators where a personal default can be set for all local administrators Page 8 of 14 heidi change log A change log has been introduced that lists all system and data releases since heidi went live in April 2007 This log will be regularly updated and can be accessed by all heidi users by clicking on the blue Change log link that appears at the bottom of the heidi screen when logged in Screen shot 10 the heidi change log link Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout FA P E ic Ts ae 34 _ n cfe T aE T E Zidi z we You are here Home Example user local administrator higher education information datobase tor institvions View reports News Filter by folder Local administration folder v Refresh No reports in this folder Users and roles Manage users Manage roles Change
17. ocal administrators only if a user has more than one heidi role they may select the role that they would prefer to automatically log in as e Email notification Users may tick this box if they wish to receive heidi data and service news emails This is an opt in service As standard local administrators will be opted in to this service however may opt out by unticking the box Users that are not local administrators will be opted out of this service and may opt in if they wish Please note by opting out of this service there may still be occasions when emails will be sent to you with regard to your personal user account e Item list preferences Within this section users may select the number of visible list items that they would like to appear by default within the Manage screens of heidi In addition users may select a column by which they would like to sort lists within Manage screens Both of these defaults may be overridden for the current session only within the individual screens if required e Default height of the data explorer Users may select the default height of the data explorer by selecting the number of rows that they would like to display within the data explorer To make the data explorer height amend dependant on the data available users should select Auto resize This default may be overridden for the current session only within the individual screens if required Please note this preference will onl
18. ode ofemployment 2 H Activity Code 13 EI Activity 2 way split 2 HE EthnicityS way 5 Page 3 of 14 Please note the facility searches data descriptions down to field name level fields are individual entities that make up a dataset and each field contains a number of valid entries i e a search for Gender a field name is likely to return results however a search for female or male valid entries that belong to this field will not return a result An example of a field and its valid entries may be found on the HESA website http www hesa ac uk staffgender20072008 3 Multi select years To assist users in selecting the same data for multiple years with ease the multi select year facility has been introduced within the data explorer This functionality will be available to all users within the Data columns tab of the Create report screen Screen shot 5 accessing the multi select years facility If data at field level is available for other years a Y icon will be displayed to the right of the field valid entry with a number shown it in brackets The number indicates the number of alternative years the data is available for Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout n W fi Y 4 A p a MARE Oy Grad a T 3 1 lt 4 J G k gt Y i w l I dic de w a Dom a i aid You are here Home Reports Update report Example user local administrator hi
19. period Total number of report views by active users in period Total number of Taylor squares views by active users in period Total number of report downloads to excel by active users in period Total number of report dewnloads to XML by active users in period Total number of charts downloaded to PowerPoint in the period Total number of Taylor squares downloaded to PowerPoint in the period Average number of logins per active user in period Average number of reports created per active user with permission to create reports in period Average number of charts created per active user with permission to create reports in period Average number of groups created per active user with permission to create groups in period Average number of Taylor squares created per active user with permission to create Taylor squares in period User name e mail User login count for reporting period Example user nicola phelpsS hesa ac uk 5 Example user 2 inactive user example user hesa ac uk 0 Local administrators may create a Usage statistics report by entering a start and end date for the report period within the Report between date boxes and click the View usage statistics button The report will display in the bottom half of the screen The report contains two sections e A set of standard statistics to monitor usage at your organisation during the period selected or at the snapshot date the end date of the period entered e A list of all users a
20. rts tabs In order to improve usability in this area chart management and creation is now available within one permanent tab of the Create report screen rather than two The Manage charts optional tab can be used to manage charts with a Create chart tab temporarily appearing when the Add chart button is pressed Page 12 of 14 Summary of changes data In addition to the new functionality the following data will be added as part of the heidi 3 release and will be available to all subscribed organisations Equality data Work has been undertaken between HESA and Equality Challenge Unit to introduce to heidi a new stream of data designed specifically to allow users to undertake detailed analyse of equality data This data introduces new breakdowns of student staff and destination data for years 2006 07 and 2007 08 and can be found within the heidi data explorer under Equality A specification of this data can be found within the HESA data summary guide http www heidi ac uk dox heidi_ summary HESA v1 0 pdf In addition Equality Challenge Unit has designed a set of 44 reports which will be available to all local administrators within the folders heidi equality standard reports students 2007 08 and heidi equality standard reports staff 2007 08 Local administrators should consider making these folders available to other heidi users within their organisation by updating user roles as follows e Click on Rol
21. s Home News Create news Example user local administrator ee Create a news item Complete the details below to create your news item Active in heidi I Tick this box if you wish this news item to appear on the heidi home page subject to effective dates Name Example news item Send to my users Save the news item before clicking this link Effective from 2009 09 05 Effective to 2009 10 05 Save Cancel amp close To create a news item email e Click News on the heidi tool bar e Click on Create news item e Enter a name and body text of the news item and click Save e To generate an email template click Send to my users This will generate an email within your open email account which will be pre populated with a list of user email addresses and the body text from the news item You may now amend the email as you wish and send e Click Save amp close Other changes Save facility A Save only facility has been introduced to the following screens Create update report screens Create update group screens This facility will allow users to save their work so far without exiting the screen The facility is accessed via a Save button on these screens Changes to tab names within the Create report screen Some amendments have been made to the titles of the tabs within the create report screen For example the Data columns step 2 is now renamed Data columns These do not affect the content of the tabs Creating cha
22. t the organisation The user list displays all users that have a user account at the organisation as of the day when the report is run The User login for the reporting period column displays the number of times each user has logged into heidi between the start and end dates entered for the Usage statistics report In addition users that have never logged in to heidi are identified via the wording inactive user appearing next to their name Local administrators may choose to use this list to assist in managing user accounts for their organisation Page 10 of 14 Change role facility available to local administrators only If a local administrator has more than one heidi role they may now switch between roles without logging out of heidi The Change role facility is available on the heidi home page Screen shot 13 the Change role facility on the heidi home page Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout T Ene RAB Gro en gt A 4 an YS EN y idi S U N 7 You are here Home Example user local administrator en information datobase tor insfthions View reports News Filter by folder Local administration folder z Refresh No reports in this folder Users and roles Manage users Manage roles Change role To continue using heidi in an alternative role select from your available roles listed below and click Submit selected role
23. y appear if users have permission to create reports Default groups Users may now personalise the groups that are used as default when they create reports As standard all reports that are created within heidi initially use a default group known as the System default Each row type has a system default group Users may now specify their own personal default group known Page 7 of 14 as My default for each row type if they wish to do so This facility is available within the Manage group screen This facility will be available to all users that have permission to create their own groups Screen shot 9 The Update default facility within the Manage groups screen Home My details Reports Taylor squares Folders Groups Users Roles Logs News Organisation Help Logout 2 cy Se gt ies T gt ad R wa aan 3 Zo ae 3a S po p amp i 7 Prey Taz l N HESS ed Ree didi You are here Home Groups Example user local administrator iiad eevcotion information datobase tor institvtons Manage groups Show 5 Show 10 Show 20 Show all To order the list of groups click on the respective column heading 200 items Select Namea Owned by Row type Created by Date created gt 2001 02 HESA Institutions AIl Higher Education Statistic heidi admin Institution Not known 2008 07 26 2001 02 HESA Institutions East Higher Education Statistic heidi admin Institution Not known 2008 07 26 2001 02
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