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Workload Annual Report

Workload Annual Report. Webinar presented 11/7/11 by Georgene Bender, RSA. Overview. How to Access Categories Questions. Due: December 31, 2011. http://pdec.ifas.ufl.edu. Workload Categories. Educational Materials Clientele Contacts Volunteers Programs – 4H Goal 3

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Workload Annual Report

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  1. Workload Annual Report Webinar presented 11/7/11 by Georgene Bender, RSA

  2. Overview • How to Access • Categories • Questions

  3. Due: December 31, 2011

  4. http://pdec.ifas.ufl.edu

  5. Workload Categories • Educational Materials • Clientele Contacts • Volunteers • Programs – 4H Goal 3 • Professional Development

  6. Educational Materials *Material should be listed in your R.O.A. *Total that number and record total here

  7. Clientele Contacts http://edis.ifas.ufl.edu/wc058

  8. Clientele ContactsWhere do I get the data? Field/Office Consultations Telephone Consultations Group Learning Participants E-mail Consultations Web site Visits

  9. Volunteers • # of volunteers : ES237 data • (adult & youth) • Hours worked : R.O.A. – under • In-Kind

  10. Programs % from your R.O.A. 2011

  11. Professional Development • Only report the time expended on professional development activities within the UF/IFAS organization.

  12. R.O.A. Headings: 18. Contracts & Grants SAVE Use this button to save your work. If successful, a green banner will appear at the top of the screen. If you made no changes, you do not need to hit save. If you do, and there was no need to save, a grey one will appear.

  13. Questions • SHOULD I REPORT THE CLIENTELE CONTACTS MADE BY MY PROGRAM ASSISTANT, VOLUNTEERS OR OTHER SUPPORT PERSONNEL? • Yes, you should report the clientele contacts made by others on behalf of your program or research. This includes program assistants, support personnel, and volunteers that you supervise. • HOW DOES WORKLOAD RELATE TO MY ROA? • The clientele contacts data you enter in Workload should be the totals that you reported in your ROA. You will have more information in your ROA than you will have in Workload (i.e., direct mail, in-service trainings, etc.)

  14. Resources • Websites: • http://ded.ifas.ufl.edu • http://pdec.ifas.ufl.edu • Articles • http://edis.ifas.ufl.edu/fy399 Education Teaching Methods • http://edis.ifas.ufl.edu/wc090 Evaluation

  15. Guide to the Basics for Extension Faculty Workload and Impacts

  16. Navigate to PDEC Web site. Then click on Workload and Impacts.

  17. Review the Frequently Asked Questions before getting started. Log in with your UFID number and click the Workload button. Note the deadline and read the information on this page.

  18. Check your information for accuracy, make changes if necessary, then click Continue button.

  19. Read the introduction before getting started then scroll down to begin.

  20. Hover over the blue terms to see definitions.

  21. Enter data for entire year or year to date then scroll down to next section.

  22. If you work with adult and/or youth volunteers, enter data. Otherwise, leave blank and scroll down to next section.

  23. Read the introduction before getting started then scroll down to begin. Click on a Goal shortcut to find your Focus Area, or simply scroll down the page.

  24. Enter data in the appropriate Focus Area(s). Your effort should add up to 100% no matter what your appointment or FTE.

  25. Hover your mouse over the Multi-State header for full definition. If you collaborate with other states, use the drop-down box to select your state(s). Use SR if you are working with a Southern Regional group.

  26. Scroll down to the bottom of the page and save your work.

  27. Note the green Saved! banner at the top of the new section. Until you click the Save button, you will not see the last two sections which cover outcomes and impacts. Read the introduction to this section then scroll down to begin.

  28. Note that the three Focus Areas listed match those for which you entered percent effort in the Programs section, sorted by highest to lowest effort.

  29. Hover over any of the Outcome Types to read a full description.

  30. Enter the data then scroll down to next section.

  31. Read the introduction to this section then scroll down to begin. Use these resources to help you write your impacts. We will add to the toolkit as more resources become available.

  32. Type or copy and paste your text here. If you have more than one success story or impact in this particular Focus Area, click the Add button to see another text box. There is no limit to the number of stories/impacts you may enter.

  33. Scroll down to the bottom of the page and click the Save button to save your work.

  34. You will be taken to the top of the page. Note the green Saved! banner. If you made an error, a different color banner and message will appear. Click Home to exit and return to the login page.

  35. Beginning in 2009, use this Calendar Year drop-down box to see prior year data that you entered. Note the shortcuts in the blue bar – Contacts (Workload Reporting Categories), Programs (Focus Area Effort), Outcomes (Evaluation), and Impacts (Narrative). Use these the next time you logon to Workload and Impacts to go directly to a specific section.

  36. Next time you log on you will see the date (mm-dd format) you last entered data. Each year you will start fresh and enter new data.

  37. For more information, please contact Program Development & Evaluation Center (PDEC) at 352-392-0386.

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