Team Progress Report

Once the Key Contact or Data Entry participant has finished a Monthly Progress Report, this information becomes accessible for all team members in the Reports area of the Team Home page.

Viewing Team Progress Reports

1. From the Reports section of the Team Home page click on the view most recent link.
   
   

2. The Progress Report page is displayed. From the Report Options select the correct Reporting Period if the incorrect one is displayed.
   
   

3. Select the appropriate Report type, the Executive Summary Report offers fewer options, for example, no data tables will be displayed and it will default to showing multiple series in one chart.
   
   

4. For the standard Progress Report click the check box for any of the Report Options available:

• Change History - displays the history of each active change.
  
  

• Aggregate measure Data - display the min, max, average and  median for each project measure.

• Custom Team Measures - include the custom measures that the team created in the list of charts.

• Combine Series - display multiple series in a single graph.

• Detailed Measure Data - displays a table of entered values for each measure.
  
  

• Faculty Assessment - displays the faculty assessment if it has been entered.

• Aim Details - displays the aim score.

• Chart Size - display the charts as either Small, Medium, or Large.
  
  

5. Click the View button.
   
   

6. The progress report for the selected period will be displayed. By default this will include the:

• Aim

• Reporting Period Summary

• Change Status

• Results

• Self Assessment Score

• Project Measures (Charts)
   

7. Project faculty members will also be able to assess and score each report. Click the Assess and Score this Report button.
   
   

8. The Faculty Assessment : Data Entry page is displayed in a pop-up window.
   
   

9. If a score had been entered for the previous month it would be displayed by Last Month Score. Click on the Score drop-down list and select a score for this report. Clicking on the icon will display the help text for the scores.
   
   

10. Click on the Complete Report drop-down list and select whether or not the report is complete.
    
    

11. Complete the Comments field and click the Save button.
    
    

12. The Faculty Assessment is available for display.
    
    

13. To print a copy of the report, click the View Printable Version button.  The report is displayed in a new browser window, use the browser print command to print the report.
    
    

14. To download the data for the report click the Download Data button. The data may be opened (in a browser window) or saved and opened later in another application.