Edit Record To edit the record, select the ‘Records Actions’ drop down button and choose ‘edit details’ from the list. Make the changes as for the record and save. Mark as Lapsed To mark a record as lapsed, select the ‘Records Actions’ drop down button and choose ‘mark as lapsed’. Confirm the details if you are sure. Exemptions Exemptions can be applied: to an individual via the Student Profile 'Admin' tab. to a group of students selected in List view. To add an exemption, from the exemption section select the ‘Add Exemption’ button. Complete the relevant details and save. Paper Records Online submission should be encouraged but if a paper form is received then this can be scanned-in and the file uploaded. When the file is uploaded it automatically moves the record on to the next stage. For example if a supervisor form is added and the student has already submitted their form it will move to the state: 'with Panel'. Upload on Behalf of To add evidence on behalf of the student, select this option from the ‘Records Actions’ drop down button and choose the relevant file. Modify State This facility lets RSST/Graduate School staff move the records forward or backward a stage(s) in the process. A reason must be specified and this is displayed on the timeline, visible to all parties. Go to the Panel Members area under the Admin tab of the Student Profile. For example if a record is 'with Panel' you could set it back to 'with Supervisor'. This will effectively unlock the Supervisor form so that information can be added/revised. The Supervisor will then need to submit again in order for it to proceed to the Panel.
Edit Record To edit the record, select the ‘Records Actions’ drop down button and choose ‘edit details’ from the list. Make the changes as for the record and save. Mark as Lapsed To mark a record as lapsed, select the ‘Records Actions’ drop down button and choose ‘mark as lapsed’. Confirm the details if you are sure. Exemptions Exemptions can be applied: to an individual via the Student Profile 'Admin' tab. to a group of students selected in List view. To add an exemption, from the exemption section select the ‘Add Exemption’ button. Complete the relevant details and save. Paper Records Online submission should be encouraged but if a paper form is received then this can be scanned-in and the file uploaded. When the file is uploaded it automatically moves the record on to the next stage. For example if a supervisor form is added and the student has already submitted their form it will move to the state: 'with Panel'. Upload on Behalf of To add evidence on behalf of the student, select this option from the ‘Records Actions’ drop down button and choose the relevant file. Modify State This facility lets RSST/Graduate School staff move the records forward or backward a stage(s) in the process. A reason must be specified and this is displayed on the timeline, visible to all parties. Go to the Panel Members area under the Admin tab of the Student Profile. For example if a record is 'with Panel' you could set it back to 'with Supervisor'. This will effectively unlock the Supervisor form so that information can be added/revised. The Supervisor will then need to submit again in order for it to proceed to the Panel.
PGR_CoP_eProgression_Admin_Instructions.docx