Scan & Link: College of Arts and Sciences (CAS) Peer Eval Post-Observation Mtg. Forms
- Shelby Topping
Statement
In order for forms to be routed to the CAS - Doc Sort queue in Perceptive, they must first be scanned and linked to a faculty record in Colleague. Once linked, Perceptive can "screen scrape" data from Colleague to route the form through the CAS form queues. The following instructions apply to the Executive Assistant to the Dean and any CAS Dean’s office team member that may assist with this task.
Colleague Screens
XSPV
Perceptive
This process requires the desktop version of Perceptive (Perceptive Client). See IT to have this software installed.
Step-by-step Guide
1.Open Perceptive and login using your Valpo username and password.
2.A pop-up menu will appear. Workflow is the area where Scan and Link is performed.
3.The first time you open workflow:
Click the small arrow to the right of "workflow"
Select CAS - College of Arts and Sciences
Select CAS - Scan & Link. This sets your default to scan & link so that every time you open workflow, you first see this drawer.
NOTE: Alternatively, you may click on Workflow in step 2 and navigate through the Perceptive drawers and folders similarly to windows file explorer. Use the plus and minus signs to open and close "drawers" to view content. For this purpose, navigate to CAS- Scan & Link.
4.Double click a form to open it.
6.In a new window, open Colleague.
7.Type XSPV in the search box at the top of the screen. Click Enter or click the looking glass icon.
8.Enter the Faculty name or ID that should be linked to the “CAS - Peer Evaluation Post-Observation Mtg. Summary” form open in Perceptive. Click OK.
The faculty file will appear. Review it to ensure the correct faculty member is listed then,
9.Double click to open.The faculty member information now appears on the Colleague screen.
insert pic
Keep this screen open and active on one of your monitors.
12.On the monitor where the Perceptive form is open, locate the golden key logo.
13.Click the golden key logo to pull information into the form. After a few moments, the faculty member’s Colleague information will populate into the Properties tab pictured above.
13a.Under the Custom Properties area, make sure CAS populated in the COLLEGE field.
14.Once all information is in place, click “route forward” (paper w/blue arrow) at bottom of screen.
REPEAT: Perceptive automatically opens the next document in the queue. Repeat the steps above for each document in the scan & link queue.
Helpful Tip: Before routing, it is helpful to make sure all fields are filled in. Any fields containing unusual data such as "Inquiry field VAR7," "populated by script," " Window LIST.VAR1 row 1 Inquiry field LIST.VAR11," etc. will cause routing errors. Complete a help ticket to report errors and request assistance.
Missing information will display as:
