[FlowChart displayed – Waiting for a black & white version for ease of reading]

There are several steps in the ID Consultation workflow. This page will explain the process on a high-level. A more detailed SOP is available in SharePoint.

Getting Started on a Course Workflow

Faculty may navigate to the Instructional Design & Assessment web page and click the “Make a Request” button.

Faculty can then access the Instructional Design Request form. This form is hosted in Monday.com. Faculty select timing for fulfilling the request (No specific timeline, as soon as possible, within the next month, within the next 3 months).

On the form Instructional Designers commit to responding within 1-3 business days.

Faculty enter basic information about the task and choose from the following categories:

1. Assessment
2. Course Design
3. Course Certification
4. Creative Content
5. Video Production
6. Other

Once faculty fill out the form, a consultation request is created on the ID Service Request board. The consultation request starts at the top of the board in the New Request (Not Assigned) section and is not assigned to any Instructional Designer. There are two exceptions in which the consultation request is automatically assigned. First, if the faculty making the request is part of the Aviation department it is automatically assigned to Aaron Isom, IDIII. Second, if the request is related to course certification, it is automatically assigned to Seth Gurell, IDA Director.

Instructional Designers should take consultation requests as they are able to do so. If a request is not taken up by an ID it will be assigned by Seth Gurell, IDA Director. Once a consultation request is assigned to an ID they will schedule a meeting with the faculty. The ID may assign other Instructional Designers (e.g. ID 1) to the ticket as needed.

The consultation request will have some fields already completed based on what faculty entered from the request form. However, there are some fields the ID will need to complete:

• Name of the request: By default, Monday.com sets the default name of the task to be Incoming form request. The ID will need to change the name once they accept the task.
• Overall Status: This column indicates the overall progress of the consultation request.
• Start Date: The date on which the ID begins working on the ticket
• Complexity: Indicate how much effort it will take to resolve the request using a scale of 1 to 3 (1 is easy, 2 is moderate, and 3 is complex).
• Est Hours Spent: Estimate the number of hours spent to complete the task. Note: The ID will need to enter hours on a subtask so this column can calculate the hours correctly. An ID will not be able to add hours directly to the Est Hours Spent column.

After the Consultation(s)

After the consultation is complete, the ID marks the request as Done in the Overall Status column. Upon marking the request as Done, two things will happen:

1. The consultation request on the Monday board moves to the Completed Tasks group on the ID Service Request Board.
2. A satisfaction survey is automatically e-mailed to faculty who requested the service.

Satisfaction Survey

The satisfaction survey is sent to faculty as an e-mail with a link to a Qualtrics survey. The survey has two questions. The first question asks for a rating of the service they received (on a scale of 1 to 5, with 1 being low and five being high). The second question asks for any comments they might have about their experience. Results of the survey are sent to the ID and to Seth Gurell, IDA Director. Each survey submission is recorded in Qualtrics. Results of the survey are also available anonymously in the ID Service Board.