Pending publications review for NDM PIs
Run a PI report for SSO only
- Under 'Reporting', 'PI Report', select Detail level = Summary; PI status = all; NDM status = all
- Keep only the column G 'Single sign-on'; remove all blanks
Run Approval Counts report:
- Under 'Home' select 'Reporting' and 'Basic reports'
- Under 2, select group = NDM; under 4.ii, select report = 'Approval counts [CSV/Excel]'
- Keep columns titled name; username; email; primary group descriptor; pending; claimed; rejected
- Save as .xlsx on the N drive (groups/ndms/OPERATIONS PROJECTS/Symplectic/Reports/Reports 2017/)
Pending publications for NDM PIs
Run Symplectic check
- Open 'CHECKING TEMPLATE - 201115.xlsx' (N:\ndms\OPERATIONS PROJECTS\Symplectic\Report checking)
- Copy the Approval Counts report from Symplectic in the first tab
- Copy PINFOX SSO report in the second tab; make sure that all SSOs have ‘CHECK’ in column B
- In the first tab, sort 'Status' and keep 'CHECK' only
Total values for Pending, Claimed and Rejected publications appear above the columns and can be pasted in Symplectic update summary (N:\ndms\OPERATIONS PROJECTS\Symplectic\Reports)