Unit Managers can monitor assigned exercises, having the ability to move items between stages, lock and unlock individual responses, and download CSV/PDF/Word reports. Unit Managers can find the exercises for which they are responsible at Assessment > Manage > Manage Assessments.
The primary function of the management assessments area is to allow UoA Leads and other managers to view all the UoA's output selections and reviews, and indicate which outputs have been accepted into the UoA's pool of potential REF2029 submissions.
UoA leads have been added as Unit Managers of each UoA exercise. If any other staff members should be added as Unit Managers, please email rqi@sussex.ac.uk.
To add a staff member as a Unit Manager, email rqi@sussex.ac.uk.
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Managing outputs
Management area how-to video
Management area more information
Managing outputs
Once an output has been selected for review and the reviews have been completed, the management area of the exercise allows you to view all the review scores and supporting information so you can decide if the output meets your UoA's criteria for potential inclusion in your REF2029 submission. If it does, the output can be accepted into the UoA's pool of outputs in the management area. Accepting an output means you can then input an overall score and review text. This overall score will feed into the Elements REF dashboard reports.
Accepting an output also allows you to input other REF2 information such as author attribution; confirm output type, double weighting request, cross-referral and sensitivity; view Open Access compliance details; and confirm output submission format if applicable.
The management area of the exercise includes the following functions:
- View all output selections for your UoA
- View all review scores (and review text once accepted) for selected outputs
- Accept outputs into your UoA's pool of outputs
- Do not accept/reject an output
- Remove outputs from the exercise
- Input REF2 data
- Export CSV reports
Once an output has been accepted or not accepted, it can be un-accepted and re-accepted at any point.
The screenshots and videos below show how to navigate and use this area of the exercise.
Management area how-to video
This video shows how to navigate the entire management area of the exercise. For more information on specific sections of the management area, see the boxes below.
Management area more information
The tabs here show screenshots of each section of the Management areas, with important buttons highlighted and descriptions provided.
Click on the following tabs to see info on where you can complete these actions:
| Manage REF2029 CK&U Initial Assessments | Manage selections | Manage REF2 outputs (accepted outputs) | Manage REF2 (REF2 data for an accepted output) |
|---|---|---|---|
| Move a User's exercise to a different stage | View all outputs selected for review for your UoA | View all outputs accepted into your UoA's pool of potential submissions | Input overall output score (which will feed into Elements REF dashboards) |
| See each User's stage in the assessment exercise | Accept outputs into your UoA's pool for potential submission to REF2029 | View all review scores for each accepted output | Input author attribution |
| View which reviewers have marked their reviews as done for individual Users | Remove an output from a researcher's list of selected outputs | View all supporting information for each accepted output | Input data requriements, e.g. double weighting, confirm output type etc. |
| Export CSV reports | Export CSV reports | Export CSV reports | View Open Access Monitor information for accepted outputs, e.g. compliance status, exception, compliance dates |
| Export a User's exercise summary in Word or PDF format | Input output submission format override information, e.g. is a book will be submitted in physical form rather than electronically |
Below is a screenshot of the Management homepage. To navigate to this area, click Menu > Assessment > Manage assessments > Manage. You will only see the UoAs that you have been assigned to manage. Each numbered area in the screenshot is explained below.
1. This button navigates to an overview of each User's exercise, where you can move them between stages, see if reviewers have marked their reviews as done, lock exercised, download CSV reports for individuals and UoAs and more. See more information in the next tab.
2. The FTE, Cat B headcount and number of required REF2 outputs shown here will not be accurate for your UoA. We are working with Schools and relevant teams to improve the University's processes for managing researcher data, with the hope that this information can be automatically fed into Elements and the assessment module. For accurate FTE information for your UoA, please use the Research Dashboard. This figure should be multiplied by 2.5 to get your UoA's number of required outputs (you can also view this information on your UoA's targets spreadsheet).
3. This area should not be edited currently. It holds individual researcher data e.g. FTE and HESA ID.
4. Click here to view all outputs accepted into your UoA's output pool. See the Manage REF2 outputs (accepted outputs) for more info.
5. Click here to view all outputs selected for review for your UoA. See the Manage selections tab for more info.
6. Click here to download CSV reports. More information on reporting can be found on the Reporting page.
This screen allows you to manage individual User's exercises, including moving them between stages and viewing which reviewers have marked their reviews as done. To navigate to this area, click Menu > Assessment > Manage assessments > Manage > Manage REF2029 Contributions to Knowledge & Understanding Initial Assessments.
1. Shows which stage the User's exercise is currently in.
2. See a list of reviewers assigned to this User, and which have marked their reviews as done.
3. Download a full export of all selected and entered information (selected outputs with citation, supporting information) in Word or PDF format.
4. Shows a summary of the User's exercise complete-ness and any issues, e.g. an output with an invalid date.
5. Move the User's exercise to another stage.
6. Lock the User's exercise so they can't make any edits. This applies only in the Initial Selection stage. User's cannot make any edits in the Review stage.
7. Delete an exercise from the assessment module. Please check with the RQI team before doing this.
8. Filter by stage, UoA, exercise status etc.
9. Click EXPORT ALL to download CSV reports. Click the three dots to complete bulk updates to selections or review scores/review text. See the Bulk Updates section for more information.
In this area, you can view and manage all outputs selected for review, incuding accepting outputs into your UoA's pool of outputs for potential REF2029 submission. To navigate to this area, click Menu > Assessment > Manage assessments > Manage > Selections.
1. All selected outputs will be listed here.
2. You can see all review scores for the output here. Click the arrow icon to view supporting information.
3. Here is the status of the output (Selected). The red cross allows you to remove a record from your UoA's selections.
4. Click Accept to include the output in your UoA's pool of outputs. Click Do not accept to register that this output should not be included in your UoA's pool of outputs.
5. Click here to complete a bulk upload of submission statuses (accepted/not accepted etc.). Clicking on this button will provide instructions.
6. Download CSV reports for this UoA.
7. Click Manage REF2 Outputs to see a list of all outputs accepted into the UoA's pool of outputs.
8. Filter selected outputs by title, submission status etc.
In this area, you can view and manage all outputs accepted into the UoA's pool of outputs for potential REF2029 submission. To navigate to this area, click Menu > Assessment > Manage assessments > Manage > REF2s OR Menu > Assessment > Manage assessments > Manage > Selections > Manage REF2 outputs.
1. All accepted outputs are listed here.
2. You can see the output's author and all review scores for the output here. Click the arrow icon to view supporting information. To see review text, click Manage REF2.
3. The status of the output is Accepted.
4. Click Manage REF2 to input REF2 data for this output, including an overall score and to see review text.
5. Complete bulk updates of REF2 metadata here. Clicking Bulk Updates will display instructions.
6. Download CSV reports. See the Reporting page for more information.
7. Once you have input an overall score, it will display here.
In this area, you can view and input REF2 data for individual accepted outputs. This process is called 'REF2 data confirmation workflow' and you can mark the workflow as Entry in progress, Checking underway, or Confirmed for each accepted output. To navigate to this area, click Menu > Assessment > Manage assessments > Manage > REF2s > Manage REF2.
1. To track your progress, you can mark each accepted output's data confirmation workflow as Entry in progress, Checking underway, or Confirmed.
2. Summary tab: shows an overview of the output's metadata and Open Access compliance status.
3. Review tab: allows you to enter an overall predicted score and text. You can view all previous reviews and scores, and within which stage they were applied.
4. Acceptance + Attribution tab: allows you to input researcher attribution, select the lead/corresponding author and input an author contribution statement if applicable.
5. Data requirements tab: here you can confirm output type, input additional information if applicable, indicate classifications e.g. interdisciplinary research, input a double weighting statement and request for cross-referral so another sub-panel, and indicate that the output contains sensitive information.
6. Open Access tab: view Open Access compliance details here. You will not be able to edit the OA information or input an exception. Please contact sro@sussex.ac.uk to discuss Open Access compliance concerns.
7. Output submission management tab: here you can indicate that the output will be submitted in, for example, physical format, rather than electronically.
Scoreset
The scoreset in the Review and Management stages has a high, medium and low value for each 1*-4* integer, as well as a 'special' score.
The high, medium and low values should be used to indicate the confidence the reviewer has in the score they are attributing to the output.
The special scores should be used to indicate that a risk or concern has been identified that could impact the output's score negatively if not resolved, for example, an issue with authorship contribution.
If you select a 'special' score, please indicate your confidence in that integer rating in the review text and provide details of the concern/issue.