Azure Development Tools for Teaching

Microsoft Development Tools for Teaching -- Formerly Microsoft Imagine, DreamSpark Premium (formerly MSDN Academic Alliance (MSDNAA)) is a Microsoft program available to all Stout students and faculty in order to acquire licensed copies of some Microsoft software. 

Go to https://azureforeducation.microsoft.com/devtools

Support can be obtained by calling Microsoft at (866) 643-9421

This program is not available to staff.



Device (2-Step)

A device is what is used to access the duo application. The duo app allows you to use a mobile phone or a tablet to access the mobile application to provide two factor push notifications.


EMS Online Reservation System

Event Management System - Campus room/event scheduling system.

For on-campus reservation requests:
UW-Stout Reservations Office -
mscreservations@uwstout.edu
715-232-2000

For general assignment classroom reservations:
UW-Stout Registration and Records Office -
classrooms@uwstout.edu
715-232-2121


Films on Demand and Alexander Street Video

Films on Demand and Alexander Street Video are educational online streaming services hosted by the UW-Stout Library. Instructors can incorporate videos into courses provided through Canvas.


Handshake (Previously CareerLink)

Handshake is UW-Stout's system for connecting students and alumni with employers. It is used for posting and finding on-campus student jobs.

Current students log in using their campus credentials ( Campus Credentials and Email Addresses Explained);

Alumni, employers, campus employers, faculty/staff and other users create a Handshake login.

For forgotten usernames and passwords and other Handshake questions, please contact Career Services at 715-232-1601 or careerservices@uwstout.edu.


Perceptive Content: Annotations

  • Annotations are used to add additional information to documents without altering the original document within the ImageNow system.
  • Annotations are permissions based.
    • Create
    • Delete
    • Hide
    • Modify
    • View
  • Available annotations:
    • Arrow
    • Check mark
    • Highlighter
    • Line
    • Pen
    • Stamp
      • Content needs to be added and can be adjusted if needed.
      • Appearance of the stamp can be adjusted.
      • Signature stamp is used for approving internal documents.
    • Sticky note.
    • Text.


ImageNow: Annotations​​​


Perceptive Content: Application Plans

  • Users will only see the application plans they have permissions to see.
  • Application plans set the drawer, the document type options, and sometimes document keys.
    • The list of document types is predefined by the application plan.
    • Application plans can use Access Stout to “scrape” information to the index keys.
  • Document keys store additional information about your documents and enable users to easily filter and retrieve documents stored in Perceptive Content
    • Application plans are used to set the values that are used for easy retrieval of electronic documents.


Perceptive Content: Batch Mode

  • Multiple documents are scanned or printed into ImageNow and indexed later.  
  • A batch can be indexed individually or the whole batch can be indexed all at once.  


ImageNow: Print Options_Batch settings​​​
ImageNow: Capture Profile Batch Mode​​​


Perceptive Content: Batches

  • Multiple documents can be scanned or printed into ImageNow all at once.
  • The documents can be indexed later or by someone other than the originator.
  • The group of documents can be indexed to multiple individuals.
  • "Batches" listed on the ImageNow tool bar.
    • Batched documents are stored here until indexed for processing or storage.


Perceptive Content: Capture Profile

  • Capture Profiles:
    • Printing options when printing documents into the Perceptive Content Desktop Client.
    • Users can have as many capture profile options they need.
    • Capture profiles are saved locally on computers under the users login.
    • Capture profiles can route the document to a specific workflow queue.
    • Capture profiles are backed up and can be restored when needed.


ImageNow: Capture Profile Forms Workflow​​​
ImageNow: Capture Profile HR ES Forms​​​
ImageNow: Capture Profile Card Access​​​
ImageNow: Capture Profile Batch Mode​​​


Perceptive Content: Custom Property

  • Additional index fields that are searchable.

  • Unlimited options.

  • Can auto populate with automated indexing.

  • Used by multiple departments including but not limited to the following:

    • Admissions

    • Human Resources

 


Perceptive Content: Delete a Document

  • Documents that are no longer needed, can be routed to:
    • "L_Forms Delete Forms" workflow queue,
    • Use the route anywhere or route forward for this option
  • The document will route to the delete queue based on the prefix of the document type
  • Most delete queues are set with an automated delete timer and will delete the document from workflow queue after 30 days
    • Human Resources documents will automatically delete after 120 days.
  • For forms located in the Registration and Records workflows (e.g. substitutions and waivers), those can be routed to L_AC_1 Sub/Waiver Deny.

 


Perceptive Content: Digital Signature

ImageNow: Digital Signatures 

  • This Digital signature is a legally binding signature and can be used in court.
  • Digital Signatures are used on Grants and Purchase orders, but not limited to.
  • Only a few people have permission to use this option on campus.
  • A password is required when using the electronic/digital signature.
  • Once an electronic/digital signature is applied to a document the annotations are grayed out and no longer available.
  • This is different from the All Forms Name/Date Signature Stamp.
    • The All Forms Stamp are used for internal approvals.

Technical Definition:  

Electronic/Digital signatures are used with all the legal authority of "wet ink" but without the cumbersome and time-consuming tasks of printing, faxing, mailing and manually validating signed paper.

 


Perceptive Content: Document Properties

General Definition:

  • The values that are needed to find the electronic document later. 
    • Includes Document Keys and Custom Properties
  • Document properties are used to:
    • Store
    • Secure
    • Retrieve documents

Technical Definition: 

  • Document Keys are the values added to the document for searching and indexing.
    • Drawer
    • Field 1
    • Field 2
    • Field 3
    • Field 4
    • Field 5
    • Document type
    • Custom properties qualify as document properties also.  
  • Custom Properties are similar to document keys. The biggest difference is that the Imaging Team can create custom properties for each document type. 

A screenshot of Perceptive Content showing the Document Key and Custom Properties panes


Perceptive Content: Document Type

Perceptive Content:  Document Type

Document type tells us what kind of document it is.

 

Technical Definition: 

  • Document type uniquely categorizes a document.
  • Permissions can be assigned at the Document Type level as well.
  • We use the document type for automated routing, especially in the L_1Forms Complete workflow queue.
  • Document types begin with the department prefix.


Perceptive Content: Drawers

ImageNow: Drawers

  • Drawers are where the documents are stored in the electronic file cabinet. 
  • Permissions are usually set at the drawer level.

 

Technical Definition: 

 

  • Drawers provide the first hierarchical level of organization for ImageNow/Perceptive Content documents.
  • A drawer is used to separate documents and folders into logical categories.
  • Some users think of drawers as individual departments or as a file cabinet drawer.  
  • Drawers are created based on permissions – who needs to view/process the documents that live in a specific drawer.

 


Perceptive Content: Email Option

Perceptive Content (ImageNow) email option.

  • Permissions are set at the Drawer level for e-mailing documents from ImageNow.
    • E-mail icon will be grayed out if the user doesn't have this permission.
    • Not all departments allow emailing of documents.
  • E-mail icon is located on the toolbar at the top of the document.
  • See the name of the icons by hoovering over each one.
  • Clicking on the the e-mail icon will automatically open Microsoft Outlook.
  • Emails options are:
    • PDF attachments.
    • ImageNow Desktop Client Link.
    • Perceptive Experience Link.

 

ImageNow: Email Documents 


Perceptive Content: Folders

  • Folders bundle documents together in groups, similar to a manila folder.
  • The Office of Research and Sponsored Programs uses folders for routing grants for approvals.
  • Admissions uses folders for their student records.
  • When routing folders through workflow.
    • Desktop Client: The routing options are found at the top of the folder, all documents need to be closed in-order to route the folder.
    • Perceptive Experience: Routing options will be at the top of the page, all documents need to be closed in-order to route the folder.

  ImageNow: Routing Folders 


Perceptive Content: Forms Workflow

The Forms Workflow is unique to UW-Stout.

  • It is a temporary holding area for documents to be stored, routed, and signed.
  • The L_Forms drawer is a holding drawer.
  • No documents permanently live in L_Forms drawer.
  • Once the documents are processed, they are re-indexed into their permanent drawer.

Forms Application plan:   ~L_Forms

  • F1 = Last Name, First Name (can be left blank if document isn’t associated to a person)
  • F2 = Username (automatically populated)
  • F3 = Date/Time (automatically populated)
  • F4 = Subject (for additional information if needed, can be left blank)
  • F5 = Reservation # or Payroll ID (Leave blank, this one is for Dining or HR)
  • Document Type (you must select the correct document type - it may affect later archiving and routing)


Perceptive Content: Index Standards

University of Wisconsin-Stout:  Index Standards for Perceptive Content (ImageNow)

  • Date:   yyyy-mm-dd  (ex. 2015-07-01 must show leading zeros)  
  • PO Number:   FY#### (ex. 150001 this is a six digit number)  
  • Campus ID:  ####### (seven digit number)  
  • Employee ID:  ######## (eight digit number)  
  • Payroll ID:  ######## (eight digit number)  
  • Name:  Last, First (legal name versus preferred name)  
  • Course ID:  SUBJECT course# section# (ex. MUSIC 396B 903C) no dashes used  
  • Term:  yyyyXXX (ex.  2015FA, 2015WIN, 2015SP, 2015SU)  
  • Funding:  ###-#-###### (FUND-PROG-UDDS)  (EX.  102-1-811001)  
  • UDDS:  ######  (six digit number) (ex. 811001)


Perceptive Content: Indexing (Linking)

ImageNow-Perceptive Content Linking:   The process that assigns the document keys for document retrieval.

  • This process is currently used by a couple of departments on campus.
  •  Indexing:
    • Application plans are used during the linking/indexing/scraping process.
    • Defines designated fields that will be used to hold data in order for fast and seamless document retrieval.
  • Scraping:
    • Is the process of using Access Stout (also known as PeopleSoft) to populate the fields.
    • This process helps to eliminate human error.
  • Auto indexing process:
    • Routing a document through workflow to set the index values of the document.
    • Most common re-indexing work flow queues are:
      • global_reindex_ft5: uses field 5 campus ID.
      • global_reindex_ft5_empl: uses field 5 empl ID.
    • Scripts within the workflow queue will set the Campus ID, Name, and Empl ID.
    • Scripts use the Access Stout database for this process.
  • Scraping:
    • Is the process of using Access Stout (also known as PeopleSoft) to populate the fields.
    • This process helps to eliminate human error.
  • Re-linking
    • The L_Forms drawer documents will be “re-linked” once they are processed
    • The document will be assigned its permanent index fields.
  • Custom Properties
    • An option when more index fields are needed.


Perceptive Content: L_1Forms Complete

  • L_1Forms Complete workflow queue is a University of Wisconsin Stout – Term.
  • Documents are routed to their processing department based on their document type.
  • The last signer:
    • Will route to L_1Forms Complete.
    • The form may indicate a different route, which takes priority.
  • If a specified route doesn’t exist:
    • The document will route to an error queue.
    • The ImageNow team will re-route the document.
    • The ImageNow team will work with the department to designate a new route.

Also refer to:    Perceptive Content: L_1Forms Complete 


Perceptive Content: Perceptive Content Desktop Client vs Perceptive Experience

Perceptive Experience

  • Recommended for faculty/staff who are processing/signing documents
  • Web version - no installation required
  • Perceptive Experience login option can be found on the StoutCloud homepage
  • All browsers are supported
  • 2-step authentication is required: 2-Step Authentication

Perceptive Content Desktop Client:

  • Recommended for staff who need to print documents into Perceptive Content for archival/processing purposes
  • Compatible with Windows computers only
    • Mac Computers - Perceptive Content desktop client isn't supported
  • Allows printing documents into the system and processing volumes documents
  • Installing the client: Software Center
  • 2-step authentication is required  2-Step Authentication





Perceptive Content: Permissions

Permissions are based on username and permissions stay the same when logging into different computers.

  • Permissions
    • Using Groups
  • Permission Levels
    • Drawer
    • Document Type
  • Permissions are adjusted as people change positions.
  • Views help narrow searches and help with permissions.
  • Capture Profiles (printing into ImageNow)
    • Don't travel from computer to computer


Perceptive Content: Prefixes

  • Prefixes:  What do they mean? 

  • How does the University of Wisconsin - Stout use prefixes within Perceptive Content (ImageNow)

Prefixes represent the department that owns the drawers, views, document types.

Prefix Department Owner
J University of Wisconsin - River Falls
L University of Wisconsin - Stout
L_AC Advisement Center
L_Acct Accounting Services
L_ADM Admissions
L_ART Art Department
L_CCO Campus Card Office
L_CO Chancellor's Office
L_Curr Curriculum
L_Disability Services  Disability Services
L_DOS Dean of Students Office
L_DS Dining Services
L_E-Stout Client Tech Services
L_EIS  Enterprise Information Systems
L_FinAid Financial Aid
L_Forms Temporary Holding drawer
L_GS Graduate Studies
L_HC Honors College
L_HR Human Resources
L_HS Hazard Assessments
L_IM Marketing Communications (MarCom)
L_IRS Instructional Resources
L_OIE Office of International Education
L_PARQ Planning, Assessment, Research, and Quality (PARQ)
L_Perk Perkins Load/Collections
L_PMM Procurement and Materials Management
L_PO Provost Office
L_PP Facilities Management
L_PSYC Psychology Department
L_RC Rehabilitation & Counseling Department
L_RM Safety and Risk Management
L_RR Registration and Records
L_RS Office of Research and Sponsored Programs
L_SBS Student Business Services
L_Senate Senate of Academic Staff
L_SO Stout Online - Distance Education
L_SOE School of Education
L_SPS Security and Police Services
L_STTI Stout Technology Transfer Institute
L_SVRI Stout Vocational Rehabilitation Institute
L_UF University Advancement  (University Foundation)
L_VC Vice Chancellor's Office  (ASLS)
L_WC Writing Center


Perceptive Content: Route Anywhere

Route Anywhere Option

  • Route Anywhere is a list of everyone in a specific workflow session.
  • This can be referred to as your long list.
  • This list cannot be modified.
  • University of Wisconsin Stout has 50+ workflow sessions.


ImageNow: Route Anywhere Options​​​
ImageNow: Routing Options Defined​​​


Perceptive Content: Route Forward

Route Forward Options

  • Is a predefined list.
  • The list can be adjusted upon request, with limited exceptions. 
  • This is the list of people you route to most often.
  • Can be referred to as your "short" list.


Perceptive Content: Route Up

Perceptive Content (ImageNow Desktop Client)

  • Route up will give a drop-down list of where the document has been.
  • Quick and convenient way to route documents back to someone that routed the document. 

Perceptive Experience

  • "Route back" will give a drop-down list of where the document has been.
    • Quick and convenient way to route documents back to someone that routed the document.

ImageNow: Route Anywhere Options​​​
ImageNow: Routing Options Defined​​​


Perceptive Content: Stamp Annotation

  • Stamps are used to add information to documents when processing without altering the original document.  
    • Stamps can be customized for departments specific needs. 
    • The All Forms Name/Date stamp is used for internal approvals.
    • The All Forms Name/Date Deny stamp can be used when a document needs to be denied.


Perceptive Content: Thumbnails

  • Shows the pages of the documents at the bottom on the screen. 
  • This feature can be turned on or off by the user as needed.

    Perceptive Content (Desktop Client)

    • Click View > Thumbnails

    Screenshot of Perceptive Content showing the Thumbnail option of the View tab

    Perceptive Experience (Web Client)

    • Click the Show or Hide Thumbnails button (top right, 9 squares in a grid).

    Screenshot of Perceptive Experience with the Thumbnail button circled in red


    Perceptive Content: Thumbnails 


    Perceptive Content: Views

    Perceptive Content/Perceptive Experience

    Views
    • Customized search options for quick document retrieval
    • Customized for your convenience
    • L_WebForms (aka Fly Away Forms)
      • Specific for finding webforms
        • Webforms are forms that submit to ImageNow
      • Shows the newest 100 documents
    • How to turn on the view mode:  Turn on/off the Views Pane
    • Toolbar default settings:  Setting Defaults
    • Please contact the Technology Help Desk if an update is needed


    Perceptive Content: WebForms

    Webforms

    • Webforms are forms that are filled out within a browser.
    • The completed form submits directly into Perceptive Content/ImageNow for processing.
    • The completed form submits directly into BP Logix.for processing.


    Perceptive Content: What is it?

    ImageNow/Perceptive Content/Perceptive Experience is an electronic file system with electronic in baskets.

    ImageNow is an enterprise document management system with workflow capabilities. ImageNow is used extensively across campus in place of paper for secure document storage, faster retrieval and dissemination. 

    ImageNow provides the following:

    • Secure Electronic Document Storage  (electronic file cabinet)

    • Electronic Workflow  (electronic in basket)

    • Allows document sharing across campus


    Perceptive Content: Workflow Queue

    • Electronic in basket.
    • Holds documents for processing.
    • Workflow queues are based on permissions and processes.
    • People may have multiple workflow queues.

     


    Perceptive Content: Available Information

    The following information is available to you because you have an ImageNow/Perceptive Content  Account

    • 1L_WebForms (aka Fly Away Forms)
    • Accounting Documents – Invoices, Travel Docs
    • Curriculum Documents – Courses, Minutes, Program
    • Instructional Resources – Books for Courses
    • Purchase Orders
    • Declaration of Authority
    • Fleet Vehicle Reservation
    • Registration & Records Curriculum Changes
    • Senate Information