How do I access the Extension Data Portal?
To access the Extension Data Portal, open the following link in a browser such as Google Chrome, Firefox, or Microsoft Edge: https://go.osu.edu/Engage-EDP
Click on “Log in with OSU Web Login Service” then log in with your OSU credentials. Multifactor authentication (BuckeyePass) will be required.
Access to the Extension Data Portal requires completion of Institutional Data Policy training, available in BuckeyeLearn (http://go.osu.edu/idp-enroll), and the Engage: Extension Data Portal training in Carmen Canvas (https://carmen.osu.edu/).
What training is required before my EDP account is activated?
Access to the Extension Data Portal requires completion of Institutional Data Policy training, available in BuckeyeLearn (http://go.osu.edu/idp-enroll), and the Engage: Extension Data Portal training in Carmen Canvas (https://carmen.osu.edu/).
What is the difference between the Extension Data Portal and Interfolio?
Interfolio is the university’s replacement for Vita (faculty information system). The Extension Data Portal is OSU Extension's replacement for the Extension section of Vita. The Extension Data Portal does not track scholarly work that were previously entered into the Elements side of Vita (e.g., publications, funding, service, academic courses, awards, etc.). When Interfolio is launched, it will be used to track scholarly work.
How do I track Individual Instruction?
One Individual Instruction record should be created for each Topic/Theme. A single record can be used for a range of dates, for example one record for each month. Records should not be longer than one year and Start and End Dates should be in the same calendar year. Participants should be counted as number of contacts during the time period, e.g. a single person receiving individual instruction twice during a time period should be counted as 2.
For example, create one record for each of your 3-4 Themes/Topics for January 1st through 31st, 2024. At the end of the month, enter the total number of participants for each theme. The following month, clone each of the 3-4 records and update the dates to cover the month of February, then enter contacts for that date range and theme.
How do I record ____?
Peer-to-peer instruction , such as a presentation at a professional organization's national conference, will be tracked in Interfolio. Conference activities with peers can be tracked in the Extension Data Portal as Operational Events.
Fair activities should be tracked based on the type of activity. If you are teaching at a fair, you should create an Educational Event. If you are promoting OSU Extension at a fair, you should create a Promotional Event.
A phone call that is instructional in nature would be tracked as individual instruction. Add the time spent and contact hours, then count the individual in the number of participants on an Individual Instruction record that covers the time period during which the call occcured and matches the topic or theme of the instruction provided.
How do I add or edit Race, Ethnicity, and Gender (REG) data on an existing Event record?
Navigate to the Event record page, find the Participants and REG Data section on the right side of the page, click on the "Edit REG Data" button, then follow the prompts. If REG data exists for the event, those fields will be shown with existing counts. To add additional fields, click the applicable Race/Ethnicity, Age Group, and Sex/Gender check boxes to make the relevant fields appear for data entry. Changes will not be saved until the "Next" button is clicked. Changes can only be made by the Owner of the record.
Additional information is available in the User Manual (https://go.osu.edu/Engage-EDP-Manual).
Why was my record flagged for review? how do I unflag it?
The "Records Flagged for Review" report located in the top section of the homepage dashboard shows any event records owned by you that have been flagged for review. Here are three reasons records might show up and what to do about it:
- Other Program: These events are categorized in an “Other” Program. There might be a Program that it fits into. Review the “Program Listing” tab in the EDP to see if there is an existing Program that fits, and if needed update the Program following the steps outlined in this video: go.osu.edu/Engage_EDP_bulkUpdateDemo
- Canceled Event: This event record was set as “Canceled.” This status should be used for events that you put hours into preparing for, but ultimately did not happen (for reasons like weather, funding, lack of attendance). These should be reviewed to ensure they meet the above criteria. If the record was made in error, it should instead be deleted (e.g., creating a test event). Learn more about deleting and canceling event records in this video: go.osu.edu/Engage_EDP_DeleteCancel
- Zero Contact Hours: These records have no contact hours listed. Contact Hours is the number of hours of teaching and should be greater than zero for any non-cancelled Educational Event and/or Individual Instruction records. To add Contact Hours, go to the Extension Event record page by clicking on the event record's name, then click the pencil icon next to Contact Hours on the Details tab. It is the fifth field from the top in the left column.
- Missing Engagements: There are no engagement records tied to the event, so no people (including you) are getting credit for that event. Use the "Add Team Member" button on the top right to add yourself and/or other team members.
- Test Record: This record, based on the name, appears to be a test record. Testing is great and encouraged, but please delete the test record when you are done!
Once you have fixed the issue, you can remove the record from your Flagged for Review list by unchecking the "Flagged for Review" box that appears on the left side of the record page, at the top of the Details area. This section only appears if the record has been flagged. You can unflag multiple records at once using the new "Flagged for Review" list views located on the Extension Events tab.