Data Entry Guide

This guide explains how to enter and maintain activity records in the UND LEADS Activity Inventory list. It is designed for campus users who submit or update/edit activities for reporting and dashboard use.

If you have questions about something you are considering submitting, or simply want to discuss possibilities, please contact Dr. Ryan Zerr, Associate Vice President for Strategy & Implementation.

Using the UND LEADS Activity Inventory

Most users will interact with the UND LEADS Activity Inventory in one of two ways: adding new items or editing existing records. Each task has a distinct process, described below.

When you need to record a new UND LEADS initiative or activity:
  1. Open the UND LEADS Inventory SharePoint list by clicking the Submit/Update Your UND LEADS Initiative. 
  2. Select “Add new item” to open the data-entry form. 
  3. Complete all required fields, including: 
    • Title
    • Originating Office
    • Contact
    • Date Added to Inventory
    • Keyword(s)
    • Core Value Alignment and Related Strategic Priority(ies)
  4. Enter Stage of Development (Envisioning, Initiating, Established, Mature)
  5. Review information and click Save

When an activity changes or needs updates (e.g., new contact, revised status, updated priorities):

  1. Open the UND LEADS Inventory SharePoint
  2. Locate the activity record you want to edit
  3. Click the three dots (...) next to the record and choose Edit
  4. Update relevant fields as needed
  5. Click Save to apply changes or Cancel to discard them

If you feel a record should be deleted (for example, the activity is no longer actively being pursued), please send an email to und.leads@UND.edu, noting the title of the item and specifying that you’d like for it to be removed from the Activity Inventory.

Data-Entry Standards

  • Use official unit names to support consistent reporting.
  • Check for accuracy before saving, especially dates, status selections, and Strategic Priorities.
  • Select only options that meaningfully apply to your activity; avoid over-selection. In fact, please limit the number of keywords to 6 and the number of Strategic Priorities to 3.

Accessing the List and Starting a New Entry

  1. Open the UND LEADS Inventory SharePoint
  2. Click the Submit/Update Your UND Leads Initiative link to open the list. 
  3. Select Add New Item
  4. Confirm the data-entry form opens. 
    • A data-entry form will open where you can enter the activity details and save your submission
  5. Follow New Entry Instructions below.
  6. Click Save

New Entry Instructions

LEADS Activity Features What to Enter
Title Enter a clear, descriptive activity name that a campus-wide audience can understand. Avoid internal acronyms unless they are widely recognized
Originating Office 

Select the office/unit primarily responsible for the activity. If the activity is cross-unit, choose the primary originating office.
Contact

Enter the name of the primary contact person who can answer questions about the activity (Format: First Last).
Date Added to Inventory

This field uses a date/time picker. Select the date the activity record is added to the inventory using the calendar control (MM/DD/YYYY). This should be the current date of entry. 
Keyword

Select up to six keywords that best describe the activity. You may choose one, two, or more keywords, but do not select more than six in total.

Use the Keyword Reference List
Strategic Priorities

Select 'Yes' or 'No' for each of the strategic priorities (Learning, Equity, Affinity, Discovery, Service)

If marked Yes, select the relevant priorities from the dropdown menu.

Use Strategic Priorities Reference List
Operational Excellence

Activity alignment for Operational Excellence (Yes/No).

This should only be chosen if the activity does not align with any Core Values or Strategic Priorities.
Stage of Development Dates

The UND LEADS Activity Inventory tracks the activity stage of development using four stage date fields. Enter dates only for stages your activity has reached at or after the creation of the Activity Inventory entry; leave other stages blank, including those reached at points in time prior to the date the item is added to the inventory.

In many cases, there will not be an exact date for a change in the stage of development. As the most knowledgeable person about the activity, simply use your judgment to enter a date that reasonably captures when the activity’s stage of development changed.

Strategic Priority Reference Lists

Use this appendix if you need help selecting the most appropriate strategic priority under a core value. Select only priorities that clearly represent the activity.

  1. Cultivate experiential learning opportunities
  2. Foster a global perspective
  3. Promote digital technologies
  4. Serve the whole student
  5. Enhance physical and virtual learning spaces
  6. Expand individualized advising and mentoring
  7. Infuse dynamic learning approaches
  8. Create more pathways to certificate or degree attainment
  9. Provide credit and non-credit learning opportunities

  1. Promote diverse perspectives and inclusive worldviews
  2. Frame ES and the Liberal Arts as foundational to DEIA learning
  3. Reduce barriers to higher education
  4. Ensure equity in our online learning environment
  5. Establish cooperative relationships
  6. Invest in diverse area studies, programs, and initiatives
  7. Implement flexible working and learning options

  1. Campus environments that are welcoming, safe, healthy, and inclusive
  2. Recruit and retain a robust UND workforce
  3. Establish a First-Year Experience
  4. Strengthen athletic excellence
  5. Globalize our campus community
  6. Enhance UND's military-friendly environment

  1. Coordinate and manage resources
  2. Foster innovative teaching, applied learning, and transformative research
  3. Infuse creative expression, critical inquiry, and innovation
  4. Enhance and deepen UND's Grand Challenges
  5. Facilitate and enhance connections
  6. Strengthen service units
  7. Further empower departments and units

  1. Address health, educational, safety, cultural, economic, workforce needs
  2. Expand innovation and entrepreneurship
  3. Cultivate ND partnerships
  4. Promote the arts and humanities
  5. Create 'front doors'
  6. Strengthen services and cultivate programs
  7. Provide lifelong-learning opportunities
  8. Engage UND alumni

Keyword Reference List

Use this appendix to select keywords consistently across activities. You may select one, two, or more keywords, but do not select more than six in total.

  1. Access and Need-Based Aid
  2. Advising and Mentorship
  3. Alumni Support
  4. Campus Facilities
  5. Community Engagement
  6. Community Partnerships
  7. Community Service
  8. Continuous Improvement
  9. Cost of Education
  10. Creative Activity
  11. Educational Pathways
  12. Engagement Experience
  13. Enrollment
  14. Experiential Learning
  15. Funded Research
  16. General Education
  17. Graduation
  18. Grand Challenges
  19. High-Impact Practices
  20. Inclusive Excellence
  21. Innovation, Partnerships, and Outreach
  22. Learning with Digital Technologies
  23. ND Workforce Development
  24. Post-Graduation Outcomes
  25. Professional Placements
  26. Professional Preparation
  27. Retention
  28. Scholarly Excellence
  29. Student Diversity
  30. Student Research
  31. UND Workforce

Common Issues and Troubleshooting

I selected Yes for a core value but cannot select a strategic priority.

Confirm that you are using the correct strategic priority field under that core value. If the dropdown is not available, refresh the page or try a different browser.

The strategic priority field only lets me choose one option.

This is expected. Strategic Priority fields are single-select. Choose the one priority that best represents your activity under that core value. If more than one seems applicable, select the strongest match and use Keywords to capture additional emphasis.

My keywords exceed the limit.

Reduce selections to six or fewer keywords and keep only the most relevant tags.

I am not sure what stage date to enter.

Enter dates only for stages reached. If the activity is currently Initiating, enter Envisioning (if known) and Initiating dates; leave Established and Mature blank.

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