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FAQs

Step-by-Step User Guide

      1. Create a new record or update existing
        A.  First check if person is already in database.
        - Select 'New' from top menu.
        - Perform initial search by entering what is known about the person.   All 5 fields need to be filled but only 'Last Name' and 'First Name' should be accurate; the other fields don't have to be remotely accurate.
        B.  Search Results
        I.  If there is a match then via the 'SIO ID' hyperlink proceed  to update data fields in the View/Edit page of the person selected.  ( No new record is created )
        II. If there is no match then select 'Proceed to Create a New Record' button at bottom right.  There are several instructions on this page.

      2. When creating a new record there are 4 fields which are required and are clearly marked in the View/Edit page of any person.  Last Name, Fist Name, SIO Role and Primary Email.   Once filled these fields will show colored 'green'; otherwise they remain 'red'.   The record cannot be 'saved' unless all 4 fields are filled.   Furthermore, the 'Save' button will not be available for selection if any of the 4 fields remain unfilled.  
         (NOTES:  Any 'Save' button saves field content in any of the modules .   And in Fall 2014 we'll have more required fields. )

      3. People data is divided into the following Modules:  Employment/HR,  Relationships, Hiring/Separation, Personal Data,  Teaching/Education, Space, Notes, and Personnel History.  (NOTE: Personnel History is not a data entry module per se.  Rather it is a log of how the record has been modified over time. 
         - The Employment/HR module contains most of the fields which determine how the person will be represented in other SIO web sites such as Scripps Scholars, the Scripps directory, some mailing lists (i.e. Academic Personnel), and eventually other sites.  (NOTE:  For in-depth field descriptions see related section below )

 

Discussion Topics

1. Need to create a business process for newly hired faculty and staff  (i.e.  Ryan Hechinger, Anne Pommier )

[ brought up at Web Committee Meeting on June 26 by Jeff D.]


 

2. Data Stewards.


3.  Remove Academic- Emeritus from SIO Role ??


4. Intake process for new students.  


5. People changing roles:

 

 UCSD  ->  SIO

 

 academic reclasses/promotions


6.  Mailing lists.    i.e. AcadList


7.  Section votes.    Email lists.   ( a big pain in Earth section)


8. .  -”RTAD”, “RTAD Pending,”Leave of Absence”  and “Visa Pending”   in SIO Status will be treated as “Active”  in the directory.  -JIRAD (completed 01/23/14)

 

Add 'Sabbatical' ... should also  be ‘Active’

 

Add ‘Emeritus’ to override UCSD status as far as ‘Active’ is concerned.


New field:  SIO Status   Will help determine Active/Inactives in  conjunction with  Hiring/Separation  module and UCSD Status.   Field options are:

 

Appointment Pending

 

Deceased

 

Retired

 

RTAD

 

RTAD Pending

 

Sabbatical

 

PPS Separated

 

Past Affiliate -added Oct. 2013

 

Leave of Absence  -added Oct. 2013

 

Visa Pending -added Oct. 2013


(2014 problems:  G. Carnevale, Felbeck )

 

 

 

Canned Reports

• To obtain 'active' academics and students who have publications in the past 12 months. Author:  Jeff Dillon

https://sio.ucsd.edu/secure/people2/report.php?r=2286d205

 

• To obtain 'active' people for census report.   Author:  Suzanne Sprague

https://sio.ucsd.edu/secure/people2/report.php?r=97ead7b1

 

• Divisional rosters

ACTIVE & BO = GRD   https://sio.ucsd.edu/secure/people2/report.php?r=6277bbbc

ACTIVE & BO = MBRD  https://sio.ucsd.edu/secure/people2/report.php?r=28570f6a

ACTIVE & BO = IGPP   https://sio.ucsd.edu/secure/people2/report.php?r=2d21f982

ACTIVE & BO = IOD     https://sio.ucsd.edu/secure/people2/report.php?r=0bdf8b43

 

• Divisional rosters with Titles

ACTIVE & BO = GRD   https://sio.ucsd.edu/secure/people2/report.php?r=921f3613

ACTIVE & BO = MBRD  https://sio.ucsd.edu/secure/people2/report.php?r=c71193d5

ACTIVE & BO = IGPP   https://sio.ucsd.edu/secure/people2/report.php?r=613dc40f

ACTIVE & BO = IOD    https://sio.ucsd.edu/secure/people2/report.php?r=9adf4ac1

 

Current Uses of People App.

  1.  Recent publications
  2.  Census report
  3.  Rosters
  4.  Check for missing people and fields

Stewards - Separate by SIO Role

 sio_role  Academic - Professor                          (Cristy Whitehead)   

 sio_role  Academic - Researcher                         (Cristy Whitehead)   

 sio_role  Academic - Visiting                           (Cristy Whitehead)   

 sio_role  Academic - Project Scientist                  (Cristy Whitehead)   

 sio_role  Academic - Specialist                         (Cristy Whitehead)   

 sio_role  Academic - Administrator                      (Cristy Whitehead)   

 sio_role  Academic - Coordinator                        (Cristy Whitehead)   

 sio_role  Academic - Research Associate                 (Cristy Whitehead)   

 sio_role  Academic - Lecturer                           (Cristy Whitehead)   

 sio_role  Academic - Postdoctoral Scholar               (null)   

 sio_role  Academic - Professor of Practice              (null)   

 sio_role  Academic - Professor in Residence             (null)   

 sio_role  Academic - Emeritus                           (deprecated Nov.2014)   

 sio_role  Academic - Adjunct Professor                   (Cristy Whitehead)     

 sio_role  Academic - Teaching Professor                 (Cristy Whitehead)   

 sio_role  Affiliate - RET                               (null)   

 sio_role  Affiliate - REU                               (null)   

 sio_role  Affiliate - STARS                             (null)   

 sio_role  Affiliate - SURF                              (null)   

 sio_role  Affiliate - Vendor                            (null)   

 sio_role  Affiliate - Visiting Graduate (non-salaried)  (null)   

 sio_role  Affiliate - Visiting Scholar                  (null)   

 sio_role  Affiliate - Volunteer                         (null)   

 sio_role  Affiliate - x99s                              (null)   

 sio_role  Staff - Career                                (null)   

 sio_role  Staff - Contract                              (null)   

 sio_role  Staff - Limited                               (null)   

 sio_role  Staff - Per Diem                              (null)   

 sio_role  Staff - Returning Retiree                     (null)   

sio_role  Staff - TES                                         (null) 

 sio_role  Student - Undergraduate                       (null)   

 sio_role  Student - Visiting Graduate (salaried)        (null)   

 sio_role  Affiliate - UCSD PhD Student                  (null)   

 sio_role  SEA GRANT Advisor                             (null)   

 sio_role  Staff - Casual Restricted                     (null)   

 sio_role  Student SIO - PhD                             (Grad Office)   

 sio_role  Student SIO - Masters                         (Grad Office)   

 sio_role  Student SIO - MAS                             (Grad Office)   

 sio_role  Affiliate - UCSD Master Student               (null)   

 


 


 Cristy Whitehead is the responsible steward to create the initial record in People DB and subsequently notifies Division/Department HR for them to enter other data , ie. space information, and for them to maintain their respective academics' information moving forward



 

 

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Field Descriptions:  has moved here (Feb. 2015) ->   Heuristics

 

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