HDR E-FORMS OVERVIEW. Version November Author: Agnieszka Baginska. 1 P a g e Macquarie University HDR EFORMS GUIDE

Similar documents
Filing RTI Application by your own

2 User Guide of Blackboard Mobile Learn for CityU Students (Android) How to download / install Bb Mobile Learn? Downloaded from Google Play Store

Getting Started Guide

Research Training Program Stipend (Domestic) [RTPSD] 2017 Rules

ecampus Basics Overview

Parent s Guide to the Student/Parent Portal

UNIVERSITY OF BIRMINGHAM CODE OF PRACTICE ON LEAVE OF ABSENCE PROCEDURE

Redeployment Arrangements at Primary Level for Surplus Permanent & CID Holding Teachers

STUDENT MOODLE ORIENTATION

Field Experience Management 2011 Training Guides

PUTRA BUSINESS SCHOOL (GRADUATE STUDIES RULES) NO. CONTENT PAGE. 1. Citation and Commencement 4 2. Definitions and Interpretations 4

Creating a Test in Eduphoria! Aware

LMS - LEARNING MANAGEMENT SYSTEM END USER GUIDE

Casual and Temporary Teacher Programs

TIPS PORTAL TRAINING DOCUMENTATION

General rules and guidelines for the PhD programme at the University of Copenhagen Adopted 3 November 2014

SECTION 12 E-Learning (CBT) Delivery Module

Moodle 2 Assignments. LATTC Faculty Technology Training Tutorial

THESIS GUIDE FORMAL INSTRUCTION GUIDE FOR MASTER S THESIS WRITING SCHOOL OF BUSINESS

Houghton Mifflin Online Assessment System Walkthrough Guide

Your School and You. Guide for Administrators

Special Enrollment Petition (SEP): In-Absentia Enrollment

DegreeWorks Advisor Reference Guide

Reviewing the student course evaluation request

Emporia State University Degree Works Training User Guide Advisor

PowerTeacher Gradebook User Guide PowerSchool Student Information System

Quick Reference for itslearning

Statement on short and medium-term absence(s) from training: Requirements for notification and potential impact on training progression for dentists

THE FRYDERYK CHOPIN UNIVERSITY OF MUSIC

MyUni - Turnitin Assignments

GPI Partner Training Manual. Giving a student the opportunity to study in another country is the best investment you can make in their future

Using SAM Central With iread

P920 Higher Nationals Recognition of Prior Learning

Principal Survey FAQs

MOODLE 2.0 GLOSSARY TUTORIALS

Preferences...3 Basic Calculator...5 Math/Graphing Tools...5 Help...6 Run System Check...6 Sign Out...8

Hiring Procedures for Faculty. Table of Contents

STANDARD PEI-STUDENT CONTRACT BETWEEN. Textile and Fashion Industry Training Centre (TaF.tc) AND <<STUDENT NAME>>

Individual Interdisciplinary Doctoral Program Faculty/Student HANDBOOK

Dr. Ramesh C Gaur. PGDCA, MLISc,Ph.D. Fulbright Scholar (Virginia Tech, USA)

An Introductory Blackboard (elearn) Guide For Parents

USC VITERBI SCHOOL OF ENGINEERING

August 22, Materials are due on the first workday after the deadline.

Adult Degree Program. MyWPclasses (Moodle) Guide

Guidelines for Incorporating Publication into a Thesis. September, 2015

User Guide. LSE for You: Graduate Course Choices. London School of Economics and Political Science Houghton Street, London WC2A 2AE

Connect Microbiology. Training Guide

EMPOWER Self-Service Portal Student User Manual

DO NOT DISCARD: TEACHER MANUAL

Recognition of Prior Learning

HDR Presentation of Thesis Procedures pro-030 Version: 2.01

FACULTY Tk20 TUTORIALS: PORTFOLIOS & FIELD EXPERIENCE BINDERS

Creating an Online Test. **This document was revised for the use of Plano ISD teachers and staff.

M.S. in Environmental Science Graduate Program Handbook. Department of Biology, Geology, and Environmental Science

Frequently Asked Questions About OSSI:NIFS for Student Applicants

WARREN COUNTY PUBLIC SCHOOLS CUMULATIVE RECORD CHANGE CHANGE DATE: JULY 8, 2014 REVISED 11/10/2014

GRADUATE SCHOOL DOCTORAL DISSERTATION AWARD APPLICATION FORM

Graduate Student Travel Award

Millersville University Degree Works Training User Guide

Introduction to Moodle

IN-STATE TUITION PETITION INSTRUCTIONS AND DEADLINES Western State Colorado University

Storytelling Made Simple

Outreach Connect User Manual

INSTRUCTOR USER MANUAL/HELP SECTION

Using the myiit Portal...my.iit.edu

How To Enroll using the Stout Mobile App

Procedures for Academic Program Review. Office of Institutional Effectiveness, Academic Planning and Review

Purdue Admissions 2017

FUNDING GUIDELINES APPLICATION FORM BANKSETA Doctoral & Post-Doctoral Research Funding

ACTIVITY INSIGHT FOR COLLEGE OF ARTS & SCIENCES FACULTY

Attendance/ Data Clerk Manual.

Ascension Health LMS. SumTotal 8.2 SP3. SumTotal 8.2 Changes Guide. Ascension

Journalism Graduate Students Handbook Guide to the Doctoral Program

Rules and Regulations of Doctoral Studies

TK20 FOR STUDENT TEACHERS CONTENTS

Course Groups and Coordinator Courses MyLab and Mastering for Blackboard Learn

RETURNING TEACHER REQUIRED TRAINING MODULE YE TRANSCRIPT

UNIVERSITI PUTRA MALAYSIA BURSAR S STUDENT FINANCES RULES

New Features & Functionality in Q Release Version 3.1 January 2016

Degree Audit Self-Service For Students 1

Using Blackboard.com Software to Reach Beyond the Classroom: Intermediate

22264VIC Graduate Certificate in Bereavement Counselling and Intervention. Student Application & Agreement Form

Exclusions Policy. Policy reviewed: May 2016 Policy review date: May OAT Model Policy

Office of Planning and Budgets. Provost Market for Fiscal Year Resource Guide

WiggleWorks Software Manual PDF0049 (PDF) Houghton Mifflin Harcourt Publishing Company

MANAGEMENT CHARTER OF THE FOUNDATION HET RIJNLANDS LYCEUM

Preparing for the School Census Autumn 2017 Return preparation guide. English Primary, Nursery and Special Phase Schools Applicable to 7.

POWERTEACHER GRADEBOOK

REGULATIONS FOR POSTGRADUATE RESEARCH STUDY. September i -

Guidelines for Completion of an Application for Temporary Licence under Section 24 of the Architects Act R.S.O. 1990

Internship Program. Employer and Student Handbook

Master of Philosophy. 1 Rules. 2 Guidelines. 3 Definitions. 4 Academic standing

Table of Contents. Fall 2014 Semester Calendar

INTERNAL MEDICINE IN-TRAINING EXAMINATION (IM-ITE SM )

2 Any information on the upcoming science test?

Bachelor of International Hospitality Management, BA IHM. Course curriculum National and Institutional Part

Naviance / Family Connection

MPA Internship Handbook AY

General Information about NMLS and Requirements of the ROC

2012 Summer Fellowship in Translational Research & Bioethics International Institute of Bioethics & Patient Care Advancement

Transcription:

HDR E-FORMS OVERVIEW Version 1.5 27 November 2013 Author: Agnieszka Baginska 1 P a g e Macquarie University HDR EFORMS GUIDE

CONTENTS Introduction... 5 HDR EFORMS IN RESEARCH MASTER... 5 How to access HDR/RTP EFORMS... 5 How the EFORMS work... 5 Significant changes... 6 Consumed current study load (EFTSL) report... 7 making an Action note through the Page comment tool... 9 Sending smaller forms back to the candidate... 9 Change of Program (COP)... 10 About the form... 10 What is new?... 10 Who is involved in the process of COP approval?... 10 Change of attendance or change of degree... 10 COP Workflow... 11 Leave of Absence/Suspension of scholarship request (LOA/SOA)... 12 About the form... 12 What is new?... 12 Who is involved in the process of LOA approval?... 12 Leave requests- supporting documentation... 12 LOA/SOA workflow... 13 Change of Supervisor (SUP)... 14 About the form... 14 What is new?... 14 Who is involved in the process of SUP approval?... 14 SUP- supporting documentation... 14 SUP workflow... 15 Transfer (TRF)... 16 About the form... 16 What is new?... 16 Who is involved in the process of Transfer approval?... 16 Transfer- supporting documentation... 16 Transfer workflow... 17 Extension (EXTN)... 18 About the form... 18 What is new?... 18 2 P a g e Macquarie University HDR EFORMS GUIDE

Who is involved in the process of extension approval?... 18 Extension- supporting documentation... 18 Extension workflow... 19 Off-site Research (OSR)... 20 About the form... 20 What is new?... 20 Who is involved in the process of OSR approval?... 20 OSR workflow... 21 Living allowance claim forms (LAC)... 22 About the forms... 22 What is new?... 22 Who is involved in LAC processing?... 22 LAC NEW HDR and new RTP student workflows... 22 Change of PR status (PR)... 23 About the form... 23 What is new?... 23 Who is involved in change of PR status form processing?... 23 Change of PR status workflow... 23 Check enrolment status (CHECK ENR)... 24 About the form... 24 Who is involved?... 24 Check enrolment workflow... 24 Scholarship status confirmation letter (SCHOL LETTER)... 25 About the form... 25 Who is involved?... 25 Scholarship status confirmation letter workflow... 25 HDR travel letter request (TRAVEL LETTER)... 26 About the form... 26 Who is involved?... 26 Letter for HDR travel workflow... 26 Progress report and plan to completion template... 27 Templates for the process of appointment of adjuct supervisor... 28 Invitation to join the supervisory Panel of a Candidate as Adjunct supervisor... 28 Invitation to join Supervisory Panel... 28 Expression of interest to join the supervisory Panel of a Candidate as Adjunct supervisor... 30 Expression of Interest... 30 3 P a g e Macquarie University HDR EFORMS GUIDE

4 P a g e Macquarie University HDR EFORMS GUIDE

INTRODUCTION HDR EFORMS IN RESEARCH MASTER HDR EFORMS are available in the Research Information Management System (IRIS). The EFORMS are run by and housed within the Research Master system. 13 HDR EFORMS have been developed in this system: 1. Change of Program (COP) 2. Change of Supervisor (SUP) 3. Leave of Absence and Suspension of Scholarship LOA/SOA (LOA) 4. Extension of Candidature (EXTN) 5. Transfer (between departments or faculties) (TRF) 6. Living Allowance Claim form for new HDR candidates (LAC- new) 7. Living Allowance Claim form for recommencing HDR candidates (LAC-recommencing) 8. Living Allowance Claim form for RTP students (LAC RTP) 9. Offsite Research (OSR) 10. Change to Permanent Residency (PR) 11. Confirmation of scholarship status letter (SCHOL LETTER) 12. Confirmation of enrolment status for travel purposes letter (TRAVEL LETTER) 13. View current EFSTL and scholarship details (CHECK ENR) HOW TO ACCESS HDR/RTP EFORMS All HDR EFORMS can be accessed from two webpages: HDR forms webpage, and Research Office webpages in the section Research Information Systems The login for each user is their OneID user name and password. If a candidate has a student and a staff ID, they should use their student OneID to log in. Once in the system, find the HDR tab and select HDR EFORMS or Manage HDR EFORMS. If you select HDR EFORMS, then All HDR Forms a list of forms available for creation (student users) or processing (academics or administrators) should display in the centre of the screen. If no forms are visible, then from the HDR EFORMS tab select Manage EFORMS, and then click the search button. This should display all forms that are awaiting processing. HOW THE EFORMS WORK Some student information is pre-populated in each EFORM. Other information is added by the student, and other persons who interact with or perform actions in the EFORM. Once submitted, the EFORM is directed to the next person in the workflow. The person receives an email asking them to log into IRIS (Research Master EFORMS portal) and review the form. Once the EFORM outcome is ready, the candidate, their supervisor and the faculty HDR Manager will receive a notification to log into the form to view the outcome. 5 P a g e Macquarie University HDR EFORMS GUIDE

SIGNIFICANT CHANGES 1. The HDR forms page has links to subpages which house the guidelines for each form, links to policies, FAQs and the link to the EFORMS login page. 2. Documents can be uploaded into the EFORM. 3. Current consumed study load (EFTSL as at current date) and scholarship information is displayed in a report accessible from the Additional Information page in the Candidate section of an EFORM. 4. Faculty HDR Managers have the option of forwarding straightforward requests directly to the HDRO for processing. The FHDRM will forward more complex cases to the ADHR for review. 5. There are some small workflow changes in the SUP and TRF forms. 6. Templates have been developed to assist in standardising processes as well as ensuring procedural compliance and quality of information presented by students and supervisors for approval. These are attached in the appendix for your reference. The templates can be accessed from links within the forms as well as guideline pages in the HDRO website. 7. SuperUser is a function given to the HDR Management Coordinator (Data/Systems). The SuperUser can move the EFORM to different states in the workflow when the form gets stuck at some part of the process. Please contact the HDR Management Coordinator (Data/Systems) Mr Richard.Lee@mq.edu.au or Mrs Felicia.Wong@mq.edu.au for assistance. 8. Faculty HDR Managers must inform the HDRO Management Coordinator (Data and Systems) of any changes of nominated approvers or persons (Departmental HDR Directors/Coordinators or HODs, ADHDRs, administrative staff who will be accessing the EFORMS. 9. Faculty HDR Managers have edit access to all form sections in the faculty part of the each form workflow. This is so that the FHDRM may assist students and academics with filling out and submitting the forms, and training staff. 10. The candidate, Principal Supervisor and FHDRM are notified by email to log into the eform portal to view the final outcome. The last pages of forms are accessible (read only) to the candidate, HOD, Principal Supervisor, HOD> Official letters with approved changes can be downloaded from there. It is the responsibility of the Principal Supervisor to inform the rest of the supervisory panel about the outcome of the candidate s request. 11. Administrative staff may search forms by department AOU code, date, name of student. 12. The student can only see their section and the final outcome section/s (if applicable). 13. The system sends automated emails to users about actions they need to perform. 14. The student will view and download the official letter containing details of approved changes and their conditions (if any) in the final sections of the form. HDRO will no longer send an email with attached official letters of approval. 15. In the case of a rejected request, the student may contact the faculty HDR staff to find out the reason for the rejection. The faculty staff can view the reasons for the rejection in the form if the rejection was made in the faculty. If the rejection was made in the HDRO, ask the student to contract HDRO. 16. HDRO will save a copy of each approved form and the official letter/s (if applicable) into the student file in Truth. 6 P a g e Macquarie University HDR EFORMS GUIDE

CONSUMED CURRENT STUD LOAD (EFTSL) REPORT Each EForm comprises several sections, one of which is called Candidate Section. This section contains the additional candidature information page which contains a link to a report called Consumed study load and scholarship details report. Click on this blue report link to view the consumed study load (EFTSL) as at the current date and scholarship information (if the student holds a scholarship which receives a stipend paid through the MQ payroll system). A report will open in a new tab called HDRO. 7 P a g e Macquarie University HDR EFORMS GUIDE

The type of Consumed Study Load information you will see is as follows: Data from Research Master feeder EFTSL data as at end of enrolment period If Study Load Consumed Information is available from AMIS but Research Master feeder file does not stipulate attendance load If student has been enrolled for less than 0.25 EFSTL (part time candidate) and less than 0.5 EFSTL (full time candidate) Student has no EFTSL value (error in student record in Research Master). If this is the case, please alert the HDRO Management Coordinator (Data and Systems) Display in report Gives Consumed study load (EFSTL) calculation at current date Displays ESTFL to end of current enrolment period with text: to the end of current enrolment period only Displays ESTFL to end of current enrolment period with text: to the end of current enrolment period only No Value The candidate is required to input the Consumed Study Load number into the field provided in the form. The value of the Consumed Study Load will influence what dynamic fields are visible in the remainder of the form. 8 P a g e Macquarie University HDR EFORMS GUIDE

MAKING AN ACTION NOTE THROUGH THE PAGE COMMENT TOOL If you need to send the form to the principal supervisor for more information, please go to a page in the candidate or supervisor section of the form and then select the Page Comment the top right hand part of the page: icon form the icon bar in This will create an action note which is like a sticky note stuck on a page of a book- you can only see it when you open that page. Do not create the action note whilst in your section of the form as the candidate and supervisor cannot access your part of the form. Once you have made an action comment orange flags will appear in the left hand navigation pane. Go to your section of the form, input your decision (for example: send back to supervisor for more information about ) and go to the Action tab to select Send back to supervisor to submit the form for more information from the supervisor). After the form comes back to you with additional information, go to the page where you have made the comments. ou will see that the orange flags have changed to yellow flags. View the Page Comments and response by the supervisor and click Comment Resolved. This will change the flags to green. Go to your review page, change your response and go to the Action tab to select the right action. SENDING SMALLER FORMS BACK TO THE CANDIDATE Smaller forms such as the Living Allowance Claim forms, Change of PR status, Letter for Travel, etc., do not have the Page comments tool. ou can send the form back to the candidate by going to the Action tab and clicking send back to candidate ou can send an email to the student explaining what information they need to provide or change in the form. 9 P a g e Macquarie University HDR EFORMS GUIDE

CHANGE OF PROGRAM (COP) ABOUT THE FORM This form allows the candidate to apply for a change of attendance, withdrawal, addition or deletion of a Research Training (HDRT) or HDR Compulsory Coursework (HDRCC) unit, or change of thesis title. WHAT IS NEW? This COP form allows the student to apply for an upgrade or downgrade to the program of study. This is no longer done through the Transfer (TRF) form. WHO IS INVOLVED IN THE PROCESS OF COP APPROVAL? Candidate, Principal Supervisor, HOD, FHDRM, ADHDR, HDRO Operations. CHANGE OF ATTENDANCE OR CHANGE OF DEGREE A document containing the progress report, progress plan and timeline to completion must be uploaded for changes of attendance or degree. 10 P a g e Macquarie University HDR EFORMS GUIDE

COP WORKFLOW Student fills the form Submit Principal supervisor to review and submit Amend Request declined HoD to review and submit More information required Request declined Faculty HDR office Associate Dean HDR review and submit Recommend Review? More information required More information required Request declined HDRO Operation team to review Informs HDRO Scholarship team Scholarship holder and change to PT/FT/ withdrawal? N HDRO Require more information? Notify student by email with PDF attachment N HDR Director or delegate to review Get information form HR about the adjustment Notify payrol Require more information? Notify payroll No Overpayment? NO Notify student email with PDF attachment N HDRO Scholarship team to process in RM AMIS updates RM overnight Automated email to principal supervisor, HoD, Faculty HDR Manager advising of outcome N Application approved? HDRO Operation team to process in AMIS Scholarship holder? N End of COP process Mail Merge from RM table/report principal supervisor, HoD, Faculty HDR Manager advising of successful outcome 11 P a g e Macquarie University HDR EFORMS GUIDE

LEAVE OF ABSENCE/SUSPENSION OF SCHOLARSHIP REQUEST (LOA/SOA) ABOUT THE FORM This form allows the candidate to apply for leave of absence and /or suspension of scholarship. WHAT IS NEW? This LOA/SOA form incorporates the old LOA/SOA and Suspension of Scholarship forms. The form is dynamic and different fields will display depending on: scholarship status, the value of the Consumed Study Load (EFTSL) and also the information the candidate enters into the form. WHO IS INVOLVED IN THE PROCESS OF LOA APPROVAL? Candidate, Principal Supervisor, HOD, FHDRM, ADHDR, HDRO Operations, HDRO Director, HDRO Scholarship Team. LEAVE REQUESTS- SUPPORTING DOCUMENTATION Supporting documents such as medical certificates can be uploaded into the EFORM. 12 P a g e Macquarie University HDR EFORMS GUIDE

LOA/SOA WORKFLOW Upload supporting evidence Start Student fills the form Principal supervisor to review and submit More information required Request declined Scholarship holder scholarship leave only (remain enrolled) Informs HDRO Scholarship team N Notification to HR for stopping payment if overpayment is a possibility HoD to review and submit More information required Rec leave (paid) Sick Leave (paid) Paternity Leave (paid) Suspension of scholarship only (unpaid) Faculty HDR office Request declined Associate Dean HDR review and submit y Recommend Review? More information required yes More information required Straightforward case HDRO HDRO Operation team to review Request declined Require more information? N HDR Director or delegate to review Email to candidate, principal supervisor, HoD, Faculty HDR Manager advising tto log into to view outcome and download official letter. Notify Payroll Require more information? AMIS updates RM overnight HDRO Scholarship team to process in RM and AMIS End of LOA process N Automated email to principal supervisor, HoD, Faculty HDR Manager advising of rejection. N Application approved? HDRO Current to process in AMIS Scholarship holder? N Email to candidate, principal supervisor, HoD, Faculty HDR Manager advising tto log into to view outcome and download official letter. 13 P a g e Macquarie University HDR EFORMS GUIDE

CHANGE OF SUPERVISOR (SUP) ABOUT THE FORM This form allows the candidate to identify supervisors which they want to retain, change or delete. WHAT IS NEW? The SUP form can be used to appoint an Adjunct Supervisor. Supporting documentation for the appointment can be uploaded into the form, prior to the final approval being granted. Template letters are enclosed in the appendix of this guide. The Faculty HDRM needs to check if the supervisor is on the MQSR before forwarding to form to the HOD. If the request is straightforward, the HOD can forward the form to the HDRO. Otherwise, they can forward to the ADHDR for consideration. As the form does not get forwarded to the proposed new appointments, the Principal Supervisor can upload emails indicating agreement form the prospective supervisors to perform supervisory duties. There are 3 Actions available to the Faculty Office when processing this form o Defer: this ends the form back to the supervisor until the proposed supervisor completes MQSR registration o Send back to Supervisor: this is when more information is required and an action note is created for the supervisor to respond to. o Recommend approve: forwards the form to the HOD for approval WHO IS INVOLVED IN THE PROCESS OF SUP APPROVAL? Candidate, Principal Supervisor, HOD, FHDRM, ADHDR, HDRO Operations. SUP- SUPPORTING DOCUMENTATION Supporting documents (emails from new supervisors in which they agree to supervise the candidate) must be uploaded into the EFORM. 14 P a g e Macquarie University HDR EFORMS GUIDE

SUP WORKFLOW Student fills the form Amend Principal supervisor Principal supervisor Upload supporting evidence for associate, co-, adjunct supervisor Is the student funded by a project-specific scholarship? yes seek advice from FHDRM before proceeding yes More ifo Request declined Faculty HDR office Supervisors on MQSR? yes HOD no Request declined Automated email to candidate PS, HOD, ADHDR, FHDRM advising that academic must first complete MQSR, and approval is deferred. no yes HDRO Operation team to review yes Enter details into AMIS Automated email to supervisor, HoD, Faculty HDR Manager advising of rejection End of SUP process Automated email to candidate, Principal Supervisor, HOD, ADHDR and FHDRM that outcome is available in RM 15 P a g e Macquarie University HDR EFORMS GUIDE

TRANSFER (TRF) ABOUT THE FORM This form allows the candidate to request to change department (and faculty) of enrolment and nominate a new principal supervisor. Candidates may also use this form to change the rest of their supervisory panel at this time. WHAT IS NEW? This Transfer form can be used to appoint an Adjunct Supervisor. Supporting documentation for the appointment can be uploaded into the form, prior to the final approval being granted. The Faculty HDRM will send a PDF of the form and the attachments to the proposed new Principal Supervisor and new FHDRM or new HOD. The new FHDRM or HOD will provide in writing evidence of approval for the transfer and new supervisory arrangements (email from principal supervisor with CC to HOD/rest of supervisory panel and ADHDR is sufficient). The FHDRM will upload this document into the EForm and submit it for processing. If there is a new adjunct supervisor appointment proposed, the EForm must be sent to the ADHDR, otherwise it may be submitted to the HDRO directly. WHO IS INVOLVED IN THE PROCESS OF TRANSFER APPROVAL? Candidate, Principal Supervisor, HOD, FHDRM, ADHDR, HDRO Operations. TRANSFER- SUPPORTING DOCUMENTATION Supporting documents (email from principal supervisor with CC to HOD/rest of supervisory panel and ADHDR; adjunct appointment documents) must be uploaded into the EFORM. 16 P a g e Macquarie University HDR EFORMS GUIDE

TRANSFER WORKFLOW Student fills the form Principal supervisor to review and submit More info y seek advice from FHDRM before proceeding Is the student funded by a project-specific scholarship? N HoD to review and submit FHDRM informs other dept/faculty no yes Send PDF of transfer form and attachments to proposed principal supervisor and new FHDRM NEW FHDRM to obtain approval of transfer of candidate by proposed new HOD (and ADHDR) by email. Faculty HDR office Upload PDF of emails from new principal and other supervisors and eform Associate Dean HDR review and submit HDRO Current Enter details into AMIS Email to old supervisors/dept/ faculty End TRF email to candidate to log into eform to view final outcome and official letter. 17 P a g e Macquarie University HDR EFORMS GUIDE

EXTENSION (EXTN) ABOUT THE FORM This form allows the candidate to apply for an extension of candidature when they are coming up to being out of time. WHAT IS NEW? The Extension form can be used to apply for the first or second extension. Supporting documentation must be uploaded into the form, in order for the form to be processed. WHO IS INVOLVED IN THE PROCESS OF EXTENSION APPROVAL? Candidate, Principal Supervisor, HOD, FHDRM, ADHDR, HDRO Operations, Director HDRO EXTENSION- SUPPORTING DOCUMENTATION Supporting documents (Annual Progress Reports, progress report and timeline to completion see template) must be uploaded into the EFORM. Other supporting documents such as list of publications or supporting letters form supervisors may also be uploaded. 18 P a g e Macquarie University HDR EFORMS GUIDE

EXTENSION WORKFLOW Upload documents for extension such as APRs, thesis progress and completion timeline Upload supporting statements Student fills the form Submit Principal supervisor to review and submit Amend Request declined HoD to review and submit More information required Request declined Faculty HDR office Associate Dean HDR review and submit Recommend Review? More information required More information required Request declined HDRO HDRO Operation team to review Require more information? N HDR Director or delegate to review Require more information? N AMIS updates RM overnight Request declined Application approved? HDRO Operation team to process in AMIS Automated email to principal supervisor, HoD, Faculty HDR Manager alerting that request has been rejected End of COP process Student advised by automatic email to view outcome 19 P a g e Macquarie University HDR EFORMS GUIDE

OFF-SITE RESEARCH (OSR) ABOUT THE FORM This form collects information about travel by cotutelle or joint PhD candidates to the partner university; fieldwork outside of the Sydney metropolitan area (all candidates); and Research visits which require approval of a third party (all candidates). WHAT IS NEW? This form collects information for the purposes of the HDRO only. Faculties may utilise departmental, faculty and finance processes to process all other approvals for travel. WHO IS INVOLVED IN THE PROCESS OF OSR APPROVAL? Candidate, Principal Supervisor, HDRO Operations, HDRO Scholarships Team. 20 P a g e Macquarie University HDR EFORMS GUIDE

OSR WORKFLOW Candidate Supervisor NO Request rejected HDRO Operations End Scholarship holder? NO es HDRO Scholarships Record in RM 21 P a g e Macquarie University HDR EFORMS GUIDE

LIVING ALLOWANCE CLAIM FORMS (LAC) ABOUT THE FORMS These forms allow the HDR candidate (NEW HDR LAC) or RTP student (RTP LAC) to apply for stipend payments to commence. HDR Candidates recommencing their stipend after a period of leave will use the Recommencing HDR LAC). WHAT IS NEW? The LAC form have been separated by category of student (RTP and HDR) and the recommencing HDR LAC was introduced due to a difference in the workflow of the HDR LAC forms. WHO IS INVOLVED IN LAC PROCESSING? Candidate, HDRO Scholarships Team, Payroll Office LAC NEW HDR AND NEW RTP STUDENT WORKFLOWS HDRO processes enrolment paperwork Email to candidate or student to log in to RM New HDR Candidate or RTP student Supervisor NO Request rejected HDRO Operations End Scholarship holder? NO es HDRO Scholarships Record in RM 22 P a g e Macquarie University HDR EFORMS GUIDE

CHANGE OF PR STATUS (PR) ABOUT THE FORM This form allows the HDR candidate to advise the University about the change of their PR status. WHAT IS NEW? This form can be submitted online, accompanied by uploaded copies of documents. The HDRO may request to view original documents. WHO IS INVOLVED IN CHANGE OF PR STATUS FORM PROCESSING? Candidate, HDRO Operations team. CHANGE OF PR STATUS WORKFLOW Candidate submits form Scanned copies of documents HDRO Operations Scholarship holder? yes Scholarship Team NO Upload letter advising candidate of changes Issue letter about change of scholarship END 23 P a g e Macquarie University HDR EFORMS GUIDE

CHECK ENROLMENT STATUS (CHECK ENR) ABOUT THE FORM This form allows the HDR candidate to view their scholarship, enrolment and consumed study load details. WHO IS INVOLVED? Candidate only. Upon viewing the details the candidate logs out of the form and deletes the form. This ensures that forms displaying out of date information do not linger in the system. CHECK ENROLMENT WORKFLOW Candidate views form Candidate deletes form by logging out END 24 P a g e Macquarie University HDR EFORMS GUIDE

SCHOLARSHIP STATUS CONFIRMATION LETTER (SCHOL LETTER) ABOUT THE FORM This form allows the HDR candidate to request from the HDRO Scholarships Team a letter about their scholarship status. WHO IS INVOLVED? Candidate and HDRO Scholarships Team. SCHOLARSHIP STATUS CONFIRMATION LETTER WORKFLOW Candidate Scholarships Team Upload letter into form END 25 P a g e Macquarie University HDR EFORMS GUIDE

HDR TRAVEL LETTER REQUEST (TRAVEL LETTER) ABOUT THE FORM This form allows the HDR candidate to request from the Faculty HDR office a letter about their HDR enrolment and the travel funding source. WHO IS INVOLVED? Candidate and Faculty HDR administration. LETTER FOR HDR TRAVEL WORKFLOW Candidate FHDRM or Faculty HDR Office Upload letter into form END 26 P a g e Macquarie University HDR EFORMS GUIDE

PROGRESS REPORT AND PLAN TO COMPLETION TEMPLATE Research degree progress and timeline to completion statement Candidate name: Thesis title: Insert additional rows for each proposed chapter, as required. Thesis Chapter 1 - Introductory Chapter List Completed Tasks below (and percentage complete List Completed Tasks here e%) Incomplete Tasks (and percentage incomplete %) List incomplete Tasks here 1. Timeline for Completion of Incomplete Tasks Provide date for completion of each task 1. Thesis Chapter 2 Title here Completed Tasks (%) Incomplete Tasks (%) Timeline for Completion of Incomplete Tasks 1. 1. Thesis Chapter Notes Provide more information on activities (e.g. workshops, conference presentations, paper acceptances or peer review) Notes Thesis 1. 1. Concluding Chapter Completed Tasks (%) Incomplete Tasks (%) Timeline for Completion of Incomplete Tasks 1. 1. Estimated thesis submission date: Comments: (please comment on any issues that may prevent you from achieving the tasks above including the need for further technical support, or medical or other issues. Are you on-track to complete your thesis by the official Expected Work Submission Date?) Notes 27 P a g e Macquarie University HDR EFORMS GUIDE

TEMPLATES FOR THE PROCESS OF APPOINTMENT OF ADJUCT SUPERVISOR INVITATION TO JOIN THE SUPERVISOR PANEL OF A CANDIDATE AS ADJUNCT SUPERVISOR Principal Supervisors may use the wording below to create a letter on MQ letterhead when approaching a prospective Adjunct Supervisor. INVITATION TO JOIN SUPERVISOR PANEL Principal Supervisor Name Address Address Address Email: Dear, Invitation to join Supervisory Panel The Department of (insert name), Macquarie University, invites you to join the Supervisory Panel for (insert name and SN) who is a full time/part time higher degree research candidate enrolled for the degree of (insert). The estimated completion date for the candidate is (insert Expected Work Submission date). The title of the candidate s thesis is (insert title). Thesis Abstract (no more than 200 words): (Insert abstract) The Macquarie Supervisory Panel for this candidate consists of: Principal Supervisor (insert name and email address) Associate Supervisor #1 (insert name and email address) Associate Supervisor #2 (insert name and email address) Acting Supervisor (insert name and email address) Co-supervisor (insert name and email address) Adjunct Supervisor (insert name and email address) As an Adjunct Supervisor, you would be joining the Supervisory Panel solely for the purpose of supervisory activity and would not be engaged as an employee of the University. The appointment will cease if the student makes an approved application for change of supervisor, as permitted under Macquarie University s policies and procedures. The appointment may also be terminated with a minimum notice of one month by either the University or yourself as the appointee. The University requires that all supervisors be trained and a short on-line program is available for Adjunct Supervisors. The purpose of this training is to introduce you to the supervisory policies and practices at 28 P a g e Macquarie University HDR EFORMS GUIDE

Macquarie University. The Higher Degree Research (HDR) Supervisory Enhancement Program (SEP) Adjunct Online Workshop information and booking can be accessed from this link: https://www.mq.edu.au/ltc/workshops/index.php#hdr Supervision Enhancement Program If you have already undertaken this training in the last three years, please provide attach full details to this form. For a description of the Supervisory roles and responsibilities, please visit http://www.mq.edu.au/policy/docs/hdr_supervision/policy.html Other useful information about supervision at Macquarie University can be found here: http://staff.mq.edu.au/research/hdr_supervision/ If you agree to the terms and conditions set out in this letter and the policies and procedures of Macquarie University, please sign the acceptance below, and return to the Principal Supervisor. our appointment to the Supervisory Panel is further conditional upon the approval from the Faculty Executive Dean (or nominee) for your inclusion in the supervisory panel of the candidate. Please attach a full curriculum vitae or the url to your website with your professional details, including reliable contact details. I will be notifying you of the outcome of your expression of interest within 20 working days of the receipt of your expression of reply. ours sincerely, Principal Supervisor Name Department Name Faculty Name 29 P a g e Macquarie University HDR EFORMS GUIDE

EXPRESSION OF INTEREST TO JOIN THE SUPERVISOR PANEL OF A CANDIDATE AS ADJUNCT SUPERVISOR This template can be completed by the prospective Adjunct Supervisor and uploaded with supporting documentation into the e-form by the Principal Supervisor for approval by the Faculty ADHDR. EXPRESSION OF INTEREST I,., submit an expression of interest to join the Supervisory Panel for candidate as Adjunct Supervisor as outlined in the letter above and endeavor to book into the online training program for Adjunct Supervisors (HDR SEP Adjunct Online Workshop) at Macquarie University should my appointment be approved by the Executive Dean of the Faculty of enrolment of the candidate. I understand that my appointment will commence on the day of completion of the HDR SEP Adjunct Online Workshop Signature. Auto date: Tuesday, December 10, 2013 Address:.. Email:.. Attach CV or provide webpage address Commencement date of appointment: 30 P a g e Macquarie University HDR EFORMS GUIDE