Docket

The Docket has been enhanced for DivData Review’s second year. Our goal is to make it easier for users who are responsible for many review files to manage their work.

Sections and Groups

  1. The docket splits reviews into three main sections:The first two of these sections are then organized into three groups: ladder-rank/senate, non-senate faculty (e.g., lecturers) and non-faculty academics (non-instructional, primarily research, titles.)A section or group will only appear on your docket if there is an active file in that section.

    1. Files waiting on you to take the next system action
    2. Other files in your node/office waiting for another assignee to take the next system action
    3. Files not in your node, but within your purview – these are files on which you have an assignment that are not currently in your node/office. You may not have seen them yet, or you may have already completed your responsibility and moved them along in the process.
  2. The first two of these sections are then organized into three groups: ladder-rank/senate, non-senate faculty (e.g., lecturers) and non-faculty academics (non-instructional, primarily research, titles.)
    Screenshot showing files waiting on Division Review Coordinator, CAP Analyst with red arow pointing to list of drop down menus highlighted around a red box

 

Expand/Collapse Groups

To further reduce clutter on your docket, you can expand and collapse the groups within the headings by clicking the arrow to the left of the title category.

These settings are “sticky;” DivData Review will remember your choices.

 screenshot with red boxes highlighting drop down arrows

 

Dynamic Filtering

A dynamic filter has been added to the Docket screen.
Screenshot showing red arrow pointing to FILTER ALL text box

As you type text into the field, all sections on the Docket screen will be filtered. For example, you can search for a candidate name, a type of review, or a department assignment.

 Screenshot with red arrow pointing to FILTER ALL Text box, with the text Promo typed in, and corresponding results from search filter.

Records matching your criteria will be shown even if they are listed in a category that you have collapsed.

The headings will continue to display the total number of files in the section or group.

Filtering is not “sticky.” When you navigate away from your Docket, the filter will be reset.

Show/Hide Columns

A button has been added to the top right corner of the screen that will let you hide columns that you don’t find useful.

These settings are “sticky;” DivData Review will remember your choices.

Click on the ‘Show/Hide columns’ button to customize which columns you see.
screenshot with show/hide columns button highlighted with redbox

screenshot showing drop down list with red arrow pointed to unchecked division box

If you work in a Division, for example, you might want to hide the Division column, since all your files will display the same value.

screenshot showing hidden division columns

From 13 columns to 7! By hiding columns you can increase your screen real estate and focus on the information that is important to you.

New Columns Added

Here is a list of the columns on your Docket screen; new or revised columns are bolded

You can sort each section of your docket by clicking on the column header. You can also click and drag your column headers to reorganize your docket as you like.

Column Name

Translation

Review Title:

The title the candidate is being reviewed for.

Type:

The type of review the candidate is undergoing. If a review has more than one component, all the review types will be listed.

Authority:

The officer who will be deciding the outcome of the review. This is driven by the campus Delegation of Authority [http://apo.ucsc.edu/delegation-of-authority-chart/index.html]

Department:

The department or unit recommending the action for the candidate.

Division:

The division housing the recommending unit.

Assignment:

Your role for the files listed on your docket. You may hold more than one assignment on a file; if so, all of your assignments will be listed.

State:

The stage in the review process that the file has reached. The state names have been refined to give more useful information about where the file is located. A list of the possible stages and what they mean may be found here [link]

Last Change:

The date the file moved into its current stage.

Hard Copy:

Flag indicating whether hard copy materials accompany the file.

AP Analyst:

The divisional or APO analyst who is handling the review file.

Review Lead:

If your group assigns someone to “shepherd” the review file, that person’s name can be entered here. It will be visible to other people in your group, but not to the candidate or to people outside your group.

Agenda Date:

If your group meets to review personnel files, that meeting date can be entered here. It will be visible to other people in your group, but not to the candidate or to people outside your group.