The process of combining multiple accounts into a single account during the transition to Office 365.

1. The Accounting Team offers support with non-credit custom course contracts, credit courses accounting administration, research and effort administration, hotel contracts, academic support service agreements, accounts receivable, travel expense reports, credit card payment authorizations, and supplies orders.

The amount of sick leave, vacation, vacation carryover, personal holiday, legal holiday and banked leave an employee has earned based on the number of hours in pay status.

1. AEN Number is another name for the Clone ID [KB Clone ID] or curriculum ID [KB Curriculum ID].

1. Asynchronous learning is a student-centered teaching method that uses online learning resources to facilitate instruction that is not being delivered in person or in real time.  Discussion forums and recorded lectures are examples of asynchronous components in an online course.
   

A KB user who may edit documents. Authors may or may not be able to publish documents and all follow their KB Group's agreed upon document workflow.

Exchange Autodiscover is a web service that helps Microsoft Exchange administrators configure user profile settings for clients running Outlook Enterprise/Subscription/2019/2016. It allows users to easily configure their email client knowing only their email address and password.

Also known as a vacation message or an out of office message. Automatic reply is a rule that can be set in your Office 365 account that will automatically reply to incoming emails with a preset response for a preset amount of time.

A salary increase (may be temporary or permanent).

University Staff titles that are in pay schedule 03 (e.g., custodian, food service assistant, food retail/catering leader and food production assistant) and in multiple-shift environments (e.g., first shift, second shift and third shift).

1. The Brochure ID is a unique identifier assigned in ET to a specific promotional material piece.

The reallocation or termination of resources by a university management decision that may result in staffing reductions in a program or operational area.

A tool integrated into the Imaging Service that can be used to run reports against data; often used to check user/group permissions.

1. Canvas/EdTech Support (Online Support) offers support for Canvas, Web Conferencing software (Zoom), screen-casting software, Box used in online courses, CAE Software Troubleshooting, Campus Software Library troubleshooting outside of departmental desktop support.

A reusable collection of settings that simplifies entering documents into Perceptive Content imaging software. Captures profiles can set entities such as document keys, device choice, workflow queues, etc.

A licensing mechanism. Every scanner used with ImageNow uses a token; if all tokens are in use, another scanner cannot be configured until one is released.

Process in which OHR helps divisions manage the recruitment, assessment and selection of high-volume and continuously recruited positions (e.g., custodial positions).

This is an activity in ARROW that allows the IRB staff reviewer to certify that an application does not constitute human subjects research.  This activity occurs in the Pre-review state.

This is a state in ARROW.  Studies in this state have undergone scientific review and changes were requested by the scientific review committee.  In this state, the study team can either 1) respond to the committee request so that it returns to the Awaiting Scientific Review state for additional review, or 2) withdraw the application. 

Services made available to users on demand via the Internet from a cloud computing provider's servers as opposed to being provided from a company's own on-premises servers. Cloud services are designed to provide easy, scalable access to applications, resources and services, and are fully managed by a cloud services provider.

When a temporary employee works two or more TE appointments at the same time.

When a temporary employee works two or more TE appointments back-to-back.

This is an activity in ARROW that allows the IRB staff reviewer to document nature of the consult and any relevant information about the outcome of the consult.

A contact group -- formerly called "distribution list" -- is a group of contacts that you can send messages, meeting requests and tasks requests.

A contact group/list is a personal group which is stored in your Contacts folder and can contain entries from your personal Contacts and from the Global Address List (GAL).

ARROW forms have a Continue button at the bottom that moves you forward through the application. Clicking Continue saves the current page and moves  the user to the next page. Continue is not the same as the Forward  button on a browser. Do not use the Forward button on a browser when completing forms in ARROW or the data entered will be lost.

Employment in a leave-earning position within the University of Wisconsin System or the State of Wisconsin that has not experienced a break in service longer than the reinstatement period for the applicable employment category. Continuous employment will be counted in determining an employee’s length of continuous service.

All the time in a position with a State of Wisconsin agency as defined in Wis. Admin. Code § ER 18.01(3) or with the UW System in a position with an expectation for continued service, adjusted for any breaks in service. Continuous service at the University of Wisconsin System does not include time served in positions that are ineligible for leave per UW–Madison Campus-wide Operational Policy: Sick Leave.

This is an activity in ARROW that allows the PI or POC to copy a reportable event application to another study.  For example, if a reportable event affects several studies open by the PI, the PI only needs to fill out the RE application one time and then copy it to the other affected studies.

1. The Course Number is another way of referring to an Instance Number [KB Instance Number], or an unique identifier that refers to a specific offering of a course.

• The Course Planning Group (CPG) is a cross functional team within Education Support Services (ESS) which offers support in professional development course instruction and logistical coordination.

Position that supervises Crafts Workers.

1. Curriculum ID, as seen in CSIS, is using the ET Clone ID number that is assigned to the basic curriculum of the course. It is inclusive of Programs that share the same curriculum. See also: Clone ID [KB Clone ID]
   

Additional fields that can be used to describe a document. Custom properties are associated with Doctypes. The number of custom properties is not limited.

print ready copy

This is an activity in ARROW in which the IRB submission manager can deny a study team's request to reactivate a submission that was previously withdrawn by the IRB (e.g. due to lack of submission of a continuing review for a study that has an expired IRB approval).  Execution of this activity will result in email notification to the study team that the request to reactivate has been denied and the study team will need to start the submission process over.

This is an activity in ARROW in which the IRB submission manager can deny a study team's request to reopen a submission that was reported by the study team as completed or is in the closed state. 

Document capture is any one of several processes used to convert a physical document to another format, typically a digital representation.

Values set that define and describe a document. There are seven for campus’ implementation of ImageNow: Drawer, Doctype, and five optionable/customizable keys. Discrete documents cannot have the same value for all of the key(s) otherwise they will be considered the same document and effectively merged.

The document lifecycle is the sequence of stages that a document goes through from its creation to its eventual archival or deletion. Proper procedures throughout the document’s lifecycle are an important part of content management.

This is a set of defined processes that help your KB Group obtain, organize, store and deliver information crucial to its operation in the most effective manner possible. The stages of a document’s lifecycle include: creation, publication (site access), categorizing (topics), keywords, metadata tagging, delivery or sharing, repurposing, review and reporting, archiving and / or deletion.

printing on both the front and back side of a sheet

1. A dunning letter is a notification sent to a customer, stating that the customer is overdue in paying an account receivable to the sender.

a halftone picture made up of two printed colors

A worldwide roaming access wireless internet service that allows affiliates of participating schools to access the internet at other participating campuses.
Handling Information

1. Emeritus Staff The status of Emeritus/Emerita is an honorary title conferred upon individuals who have had permanent employment at UW-Madison, are 55 years of age or older, and have completed a minimum of ten years of distinguished service. 

• The EPD Community is a central space within Socialcast where conversations can occur related to EPD events or outings, announcements on achievements or fun facts/stories, and anything else the department would like the EPD Community to become. 

The UW-Madison faculty consists of all persons with instructional, research and service responsibilities who hold the rank of professor, associate professor, assistant professor, or instructor with at least a one-half time appointment with UW-Madison, or a full-time appointment held jointly between UW-Madison and UW-Extension.

cut to the edge

Free/busy is a determination of whether there is a calendar event in a given time slot. Free designates time slots without events and busy designates time slots that are taken up in a person's calendar. Any account within Microsoft 365 will have the ability to view free/busy information against any other Office 365 account. Note: an event can be set to show as busy or free.

There are two basic ways that we count the number of employees. When we use headcount, each individual person counts as one employee whether their appointment is full time or part time. When we use "FTE," we are using the "Full Time Equivalent."

The Full Time Equivalent is the total of all positions using the percentage of the appointment rather than the number of individual employees. This is what the headcount looks like for the same employees using each measure:

Employee A - .5 appointment
Employee B - 1.0 appointment
Employee C - .6 appointment
Employee D - .4 appointment

Using Headcount, there are 4 employees
Using FTE, there are 2.5 employees (.5 + 1 + .6 + .4 = 2.5)

Full mailbox permissions can be assigned between any two accounts within UW-Madison's Microsoft 365 environment.

* To send emails, you will either need 'send as' or 'send on-behalf' of permissions.

See how to manage full mailbox permissions for an account for further details.

Groups in Office 365 let you choose a set of people that you wish to collaborate with and easily set up a collection of resources for those people to share - such as emails, files, and calendar data. You don’t have to worry about manually assigning permissions to all those resources because adding members to the group automatically gives them the permissions they need to the tools your group provides.

This is a state in ARROW.  Studies in this state cannot be scheduled for an IRB meeting until the Ancillary Committee Review decision has been entered into the system.

This is a state in ARROW.  In this state, change applications are being held until a continuing review application has been submitted by the study team and reviewed by the IRB.

This is a state in ARROW.  In this state, continuing and change applications are being held until a reportable event has been submitted by the study team.  Once the reportable event has been submitted, the continuing or change will transition back to the pre-review state.

All time during which an employee is required or permitted to work, or to wait for work, when the employee is unable to use the working or waiting time effectively for his or her own purpose.

1. Human Resources handles payroll, benefits, payroll funding information, recruiting, reclassifications and promotions, retirements, emeritus appointments, HR concerns.

For information on human subjects research, please see the Institutional Review Board's website.

• The Industrial Refrigeration Consortium (IRC) is a collaborative effort between the University of Wisconsin-Madison and industry. They work to improve the safety, efficiency, and productivity of industrial refrigeration systems and technologies, realizing this goal by conducting applied research, delivering knowledge transfer, and providing technical assistance. Although efforts are focused on industrial refrigeration systems that utilize anhydrous ammonia, they also work with systems that use other refrigerants.
  
  The IRC offers a unique combination of complementary resources that include academic qualifications, technical expertise, and practical experience. They provide objective information that is not biased by an affiliation with any particular organization.

1. Instance Number, which can be viewed in ET, is a unique ET Number assigned to a unique offering of a course being held over specific dates in a specific location. See also: Program Number [KB Program Number]
   

Institutional Responsibilities are an investigator's professional duties on behalf of the UW-Madison, which may include; research, research consultation, instruction, professional practice, extension/outreach, administrative activities and institutional committee memberships.

Standard recruitment process that requires that applicants be currently employed at UW–Madison.

1. InterPro Customer Service is responsible for handling emails from customers.

This is an activity in ARROW that allows the IRB staff reviewer to close a study in the approved state once the study team has submitted a study completion report.

The Jump-To menu at the top of each application allows the user to jump directly to any section of that form.

A Department ID is the sequence of numbers that identifies a specific campus department, program, or entity. Historically, the Department ID was known as a "UDDS," which stands for "Unit, Division, Department, Subdepartment." This term is still in use in some resources, so we are including it in this glossary listing.

In more practical terms, a Department ID/UDDS is the unique combination of letters and numbers that identify the division, department, and possibly subdepartment, associated with a particular personnel, research, financial, or other activity or transaction.

EXAMPLE:  The full Department ID for a particular Letters & Science Department would be written as : 48XXXX.

"48" stands for "College of Letters & Science"

"XXXX" are the four numbers that identify the specific department, program, project, or other administrative entity.

A list of Letters & Science Department ID/UDDS numbers can be found at:

UW Madison Coding Information Dept ID

Click on the link and you will be directed to the Accounting Services web site.  Click on the Coding link on the left side of the screen.  Click on the Organization/Dept ID.  When the excel list opens click on A48 to find a list of all Letters & Science Departments and descriptions. 

UDDS Look Up Tool

A group of employees in a single title from which the layoff will be made. The layoff group will generally include all employees in a particular operational area that are in similar, although not necessarily identical, titles, pay ranges and/or functions.

The period starting with the effective date of the layoff and ending with the revocation of the employee’s mandatory placement rights or upon reemployment at UW–Madison.

1. The LDT and Marketing Production Team Education Support Services team that is responsible for the creation, processing, and delivery of instructional and promotional assets for InterPro efforts.

When an employee’s doctor or treating specialist has identified work restrictions, the university may offer the employee light or modified duty work. Light or modified duty work is defined as less physically demanding duties until the employee has reached end of healing, or is able to return to their previous position with or without restrictions

Living documentation is a dynamic system documentation that provides information that is current, accurate and easy to understand. Documents that are written in a natural language format serve as the core of living documentation. Your content experts can review the documentation to ensure that it describes the desired behavior of the system from a logical standpoint.

small magnifying glass used to review a printed image, plate, or position film

A one-time payment to an employee that does not increase the employee's salary.

Multi-factor authentication is part of the new UW–Madison login process that verifies your identity. It combines something you know (your NetID and password) with something you have (smartphone, token/fob or tablet) preventing anyone but you from logging into a system. UW-Madison has partnered with Duo to provide this service.

You will now need to log in by:

1. Entering your NetID and password, and

2. Confirming your login with the Duo app on your device.

This is a state in ARROW.  Studies in this state have gone to an IRB meeting and IRB modifications have been sent to the study team.  Study teams must submit a response to the modifications before the study can move on from this state.

two or more different images place on one sheet; two or more of the same images imposed on one sheet

the same image placed on a single sheet or page of a document multiple times

This is an activity available to study teams for all studies in the Approved state.  This allows study teams to initiate a new continuing review application.

This is an activity available to study teams for all studies in the Approved state.  This allows study teams to initiate a new change of protocol.

An employee who is responsible for supervising two or more FTEs but is not exempt from the overtime provisions of the Fair Labor Standards Act, as indicated in the employee’s position description.

1. The Notebook Production Group (NPG) collaborates with instructors and EPD faculty and staff to create high-quality digital and printed course material for EPD's professional development courses. The team uses a combination of tools, expertise, and a streamlined, efficient, and organized process are to ensure that all materials meet the needs of both internal and external customers.

OneDrive for Business is Office 365's file hosting service. It allows users to upload and sync files to a cloud storage and then access them from a web browser or their local device.

Microsoft's desktop email and calendar application. It is part of the Microsoft 365 suite of desktop applications and can be used to view email, calendar, contacts, and more.

Microsoft Outlook for Mac is an email and calendar client that's available as part of Microsoft's 365 suite. It can be used to manage email, calendar, contacts, and more.

Microsoft's service for accessing your Microsoft 365 account via web browser. Log into Outlook on the web.

A profile is what Outlook desktop client uses to remember the e-mail accounts and the settings that tell Outlook which account(s) to connect to and where your e-mail is stored.

An outside activity represents a relationship with an entity outside of the UW-Madison which, for the purposes of Conflict of Interest, may overlap with an individual's institutional responsibilities.  An outside activity may involve compensation, leadership, ownership or equity interest in an external entity.

total number of pages in a book including blanks

The rights and privileges attained upon successful completion of an original probationary period or career-executive trial period required upon an appointment to a permanent position.

This is a state in ARROW. Pre-submission is the default state for any newly-created submission. Applications in Pre-Submission have not yet been submitted to the IRB.

The employee’s regular rate times 1.5.

1. A Program Number can currently be viewed in CSIS by using the unique ET Instance Number assigned to a unique offering of a course being held over specific dates in a specific location. See also: Instance Number [KB Program Number]
   

• Program Support is responsible for working with program directors, department faculty, guest lecturers, instructional designers, technical specialists, and student employees to coordinate the scheduling, development, and delivery of both credit and non-credit courses from inception through evaluation.

typically 44 hole (on 11" sheet of paper) on the binding-edge of a sheet of paper, created by punching the paper using a die that punches out the holes

A list of data items, commands, etc., stored so as to be retrievable in a definite order.
Workflows are comprised of queues. Documents route through workflow queues until they reach their end destination. Often, in each queue an action is performed (automatically, by a user, or by a script).

A document created by division HR in collaboration with division leadership, and approved by OHR which provides overall guidelines for recruitment, assessment and selection. It outlines the division’s expectations of specific steps, processes and requirements for recruitment, assessment and selection and identifies plans and procedures to increase diversity.

When a temporary employee continues in the same position each year.

The average hourly rate actually paid to the employee as straight time pay for all hours worked in the workweek or work period, including all remuneration for employment paid to, or on behalf of, the employee. An exception is any payment specifically excluded from the calculation of the regular rate under the FLSA and related federal regulations.

In Office 365, a resource account is a non-person account that can be classified as either "room" or "equipment". Examples can include meeting/conference rooms, audio-visual equipment, or vacation calendars. Individuals must be granted permissions to interact with a resource account. More details.

A feature in Office 365 which allows you to take some action when a message arrives into your account or when you are sending a message. Examples of potential actions include move/copy/delete, mark with a category/read/importance, or forward/redirect.

This is an activity in ARROW that allows the PI or POC to send an application back to the Pre-Submission state from the Withdrawn state. For example, the PI withdrew an application from the IRB review process and now wants to start the submission process again using the previously withdrawn application.

Microsoft 365 service accounts are intended to be used for shared/changing roles (e.g., info, secretary, webmaster, newsletter, feedback, etc.) or service/programmatic access (e.g., printers, copiers, mailers). Service accounts can be accessed via all Outlook clients. Learn more about the types of accounts available within UW-Madison's implementation of Microsoft 365.

Position that supervises Crafts Workers.

• A Short Course is one of the main products EPD offers. These are 1-5 day courses that are held either on-campus or in a popular location. Participants earn continuing education credits or professional development hours by attending that may be used toward professional licensure, i.e.: Licensed engineers in WI must earn 30 credits/hours every biennium. See also non-credit.

the mechanical register unit on a printing press that positions a sheet from the side

a sheet of printed pages that when folded become part of a publication (i.e., book, magazine, etc.)

to keep each piece separate or independent

Merit-based process used to fill most vacancies. This process allows UW–Madison the flexibility to target specific skill sets as well as a diverse pool of qualified candidates. The process is open to all qualified candidates and does not require that applicants be employed at UW–Madison.

All time employed by the State of Wisconsin in either the Unclassified, Classified or University staff service in a permanent capacity, adjusted for breaks in service, shall be counted in determining an employee’s length of continuous service. This excludes time served as a Limited Term or Project Employee.

Titles in the Student Assistant title group are used for graduate students who: hold a fellowship, scholarship or traineeship; hold an appointment which is intended primarily to further the education and training of the student; are employed to assist with research training or other academic programs or projects; and/or have been assigned teaching responsibilities in an instructional department under the supervision of a faculty member.

In addition, Student Assistant titles are available to undergraduate students when: no qualified graduate student is available to perform a function that would normally be assigned to graduate students (i.e., Undergraduate Assistant - requires advance approval of the dean); or when the terms of a supporting grant or contract preclude the use of other normally appropriate titles (Undergraduate Intern).

SOURCE: Office of Human Resources, UW-Madison Unclassified Title Guideline; Summary of Unclassified Appointment Types

Student Notebooks are a part of Office 365's Class Notebook app. They are private notebooks that are shared between each teacher and their individual students. Teachers can access these notebooks at any time, but students cannot see other students’ notebooks.

1. Student Services helps coordinate activities related to admissions, academic services and student support. The unit manages day to day interactions with customers and acts as a primary point of contact throughout customer lifecycle.

Once a study team has submitted a study completion report, the study moves from the "Approved" state to the "Study Completed" state. The study remains in this state for a period of 18 months, during which time the study team can reopen the study.  After 18 months, the study is permanently archived. 

The IRB can suspend a study, automatically moving it to the "suspended" state rather than the "approved" state.  Once a study has been suspended, activities available to the study team are limited.  Study teams can initiate a change of protocol to address whatever caused the study to be suspended in the first place. 

The study team consists of the PI, the point of contact, and any other personnel listed as having edit/email or read-only access to study materials in the initial application smartform. 

A sub-domain is a domain that is part of a larger domain; the only domain that is not also a sub-domain is the root domain. For example, doit.wisc.edu and engr.wisc.edu are sub-domains of the wisc.edu domain.

UW-Madison Conflict of Interest Policy defines sub-recipient to mean an entity or individual named on a subcontract from UW-Madison on a federally-funded award or human subjects research protocol.

This is an activity available to study teams, allowing them to submit an initial application, continuing review, change of protocol, reportable event, etc., to the IRB.  

After a study has been approved with an administrative hold, study teams must resolve the conditions of this hold; this is done by submitting a response.  

This is an activity in ARROW that allows the PI or POC to submit changes requested by the scientific review committee.

This is an activity in ARROW that allows the PI or POC to submit a deferral response to the IRB.  Once the PI or POC submits the deferral response, the submission transitions back to the IRB Pre-Review state.

This is an activity in ARROW that allows the PI or POC to submit their response to issues sent by the IRB.  Once the PI or POC submits their response to issues, the submission transitions back to the IRB Pre-Review state.

This is an activity in ARROW that allows the PI or POC to submit their modification response to the IRB.  Once the PI or POC submits their modification response, the submission transitions to the IRB Review of Modification Response state.

Review state to the IRB Review of Modification Response state once the assigned IRB member(s) has completed their review. 

This is an activity in ARROW that allows a PI or POC to submit a request to reactivate a submission that is in the IRB withdrawn state.  

This is an activity in ARROW that allows a PI or POC to submit a request to reopen a study that is in the Study Completed state or in the Closed state.

This is an activity in ARROW that allows a PI or POC to submit their study completion report.  This activity is available in the following states for an initial review: Approved, Exemption Granted, Expired.  The study then transitions to the Study Completed state.

a defined part of a set

This is a state in ARROW.  Studies in this state have been suspended.  Research teams can only submit a change of protocol in this state.  Once the IRB approves the change of protocol addressing the issues which resulted in the suspension, the IRB will then review the full study to determine if the suspension can be lifted and the study can be moved back to the approved state.   

1. Synchronous learning refers to a learning environment in which everyone takes part at the same time. Lecture is an example of synchronous learning in a face-to-face environment, where learners and teachers are all in the same place at the same time.

1. The Technical Support Team is responsible for departmental desktop, laptop, and mobile device support. You can also contact them for help with local department systems, Box, Teams, USI, and Microsoft Office.

A special index key typically used as one of the five customizable document keys. If used, this key will generate a unique string that will belong only to a single document. This field exists to ensure that individual documents stay separate from others and to easily locate/communicate information about a specific document.

1. University Staff hold positions in virtually every unit on campus. The University Staff positions are quite varied and duties include, but are not limited to, administrative support, information technology, accounting, engineering, in addition to custodial, food service, and craftsworkers and contribute daily to the quality and reputation of a University recognized and respected around the world. 

University staff positions focus primarily on supporting education, research, and the campus infrastructure. If a position involves functions that are similar in nature to other positions in Wisconsin state government, the position is university staff. These positions include accountants, administrative support associates, nurses, microbiologists, and custodians.

Special student classification: Online only

Special student classification: Admission requirements for graduate or professional school

protective liquid coating applied to printed sheets (similar to varnish), bonded and cured with ultra-violet (UV) light

the mixed ink graphic standard for UW printing; also PMS 200

All time employed by UW–Madison in either the Unclassified, Classified or University Staff service in a permanent capacity, adjusted for breaks in service, shall be counted in determining an employee’s length of continuous service. This excludes time served as a temporary or project employee.

A web site that allows administrators and end users to manage accounts (NetID and departmental) that access Office 365, WiscMail, CloudFax, Box, Qualtrics, LastPass, and Google Apps.

This is an activity in ARROW that allows the PI or POC to withdraw a submitted continuing review from the review process.  This activity moves the submission to the Withdrawn state at which time the PI or POC can send the submission back to Pre-Submission or archive it.

using the same plate and same guide, printing one side of a sheet, and flipping it from gripper to tail to print on the back of the sheet. Similar to perfecting but 2 passes.

using the same plate and common guide, printing one side of a sheet, and flipping it from left to right to print on the back of the sheet

work and tumble (see work and tumble definition)