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Anyone else find "My Tasks" misleading?

  • 1.  Anyone else find "My Tasks" misleading?

    Posted 02-17-2023 10:00

    Has anyone else run into this problem?

    I am only using Human Ethics on Cayuse, and on a regular basis, I'm contacted by my researchers saying "I got an email to certify a study, but when I looked it's not there." Nearly every single instance is someone at the main Cayuse landing page looking at a big blank MY TASKS list.

    Human Ethics uses the same verbiage of "My Tasks" which is where one would go to find applications in progress or requiring certification. It's one of the first things I commented on when training on the new Admin Module, that I could foresee it being very confusing to have the same label for two different things, and sure enough, it is.

    Is this a problem for anyone else?



    ------------------------------
    Ann Larsen
    IRB Administrator
    Wills Eye Hospital
    ------------------------------


  • 2.  RE: Anyone else find "My Tasks" misleading?

    CAYUSE CHAMPION
    Posted 02-20-2023 07:37

    Ann,

    It's a challenge for us as single product (HE) users as well.  We have a boilerplate reply with images and try to really emphasis the two steps to access in our training and support documents.

    Not really a solution, but you are not alone.



    ------------------------------
    Darcy Hammar
    Director, HRPP
    Rocky Mountain University of Health Professions
    ------------------------------



  • 3.  RE: Anyone else find "My Tasks" misleading?

    Posted 02-20-2023 08:01

    Good morning Ann,

    So far, I have not experienced this issue with my researchers. This is an interesting conundrum that perhaps Cayuse should have considered in the planning of this new platform. I never thought of this until now, and I realize that this could be extremely confusing to PI's. Something to consider for a future update to either Platform or to Human Ethics.



    ------------------------------
    Sharla Miles, M.Ed., CIP
    Director, Research Compliance
    Sam Houston State University
    Huntsville, TX
    (936) 294-4875
    sharla_miles@shsu.edu
    ------------------------------



  • 4.  RE: Anyone else find "My Tasks" misleading?

    RISING STAR CONTRIBUTOR
    Posted 02-21-2023 04:50

    I don't care for the "My Tasks" landing page either. We don't use the "my tasks" feature and are currently only using the Human Ethics on the platform so faculty are confused on where to go to get to the platform.  Perhaps the App switcher could be in a box in the middle or prominent on the platform for those end users who aren't using it very often. 



    ------------------------------
    Kris A. Monahan, Ph.D.
    Director Sponsored Projects and Research Compliance
    Providence College
    Providence, RI
    ------------------------------



  • 5.  RE: Anyone else find "My Tasks" misleading?

    RISING STAR CONTRIBUTOR
    Posted 02-21-2023 07:07

    We are not yet on the platform, so this is good to know.  It was originally presented that My Tasks would include ALL tasks across the all Cayuse products. 

    This might not be helpful at all, but could your notification template direct them to the HE URL instead of the Cayuse landing page? Or do they have to navigate thru the landing to get to HE?   Pre-Platform allowed this.



    ------------------------------
    Matt Zembrzuski
    Research Compliance Manager
    American University
    ------------------------------



  • 6.  RE: Anyone else find "My Tasks" misleading?

    Posted 02-22-2023 08:21
    Hi Matt,

    It was also our understanding that ALL tasks would appear on this landing page - across all modules, but I do not think we are seeing this with any consistency if at all.

    Cheers,
    Charna

    Ms. Charna K. Howson, MA
    Director, Sponsored Programs
    Office of Research
    Appalachian State University
    POB 32174, 385 JET Bldg.
    287 Rivers Street
    Boone, NC 28608-2068
    828-262-7311 (Office)
    828-262-2641 (Fax)
    (She, Her, Hers, Charna)
    --------------------------
    1) Proposal routing for internal approvals should start 15 calendar days prior to the sponsor's and must be completed before proposal submission.  Remember, you can use  "good working drafts" and obtin help from your grants manager as needed. 
    2) Send me secure files using this link:
    howsonck@appstate.edu" target="_blank">https://fileshare.appstate.edu/filedrop/howsonck@appstate.edu






  • 7.  RE: Anyone else find "My Tasks" misleading?

    Posted 02-22-2023 12:02
    Edited by Ann Larsen 02-22-2023 12:13

    Matt,

    The way My Tasks was originally presented, or the way I originally understood it, was as you just described, that it would integrate and include ALL tasks across the the different products on the platform. Technically speaking, this is true, but the tasks that get generated are more like a ticketing system, in which you need to manually create a task, tag individuals, set Due dates, etc. My original understanding was that the items that display under the My Tasks card of HE would also populate to the main My Tasks list on the landing page, but it quickly became apparent during training for the new Admin Module that this is not the case. The My Tasks list on the landing page is completely separate from the My Tasks card on HE.

    My initial suggestion during product training was that if they can't simply integrate the two and make the HE tasks appear automatically in the My Tasks list of the landing page, then they should use separate labels to designate the two distinct lists: My Tasks for the card in HE and Assigned Tasks or something similar for the new function,  which I think would denote that this is a ticket someone specifically created and assigned to you, rather than something generated by the system.



    ------------------------------
    Ann Larsen
    IRB Administrator
    Wills Eye Hospital
    ------------------------------



  • 8.  RE: Anyone else find "My Tasks" misleading?

    CAYUSE CHAMPION
    Posted 02-21-2023 07:11

    Hi Ann,

    We're in a similar situation in which we only use Human Ethics.  Our research team hasn't run into any issues, but I've had a couple of our Board members get confused by the "My Tasks" on the landing page and they think that when they log in to Cayuse that it should take them directly to the Human Ethics page.  Like Darcy mentioned, I've also developed a document that walks through the appropriate steps to navigate to the correct page.  



    ------------------------------
    Rayna Potkonjak
    IRB Coordinator
    Logan Health
    ------------------------------



  • 9.  RE: Anyone else find "My Tasks" misleading?

    TEAM CAYUSE
    Posted 02-21-2023 07:27

    Hi,

    I am curious if your users are seeing our in-app guide that should help them understand what "My Tasks" are, where to find "My Products" and even how to view their own profiles in the system? Do your users get this pop-up when they first sign in and does it help at all with this issue?   

    In-App Guide


    ------------------------------
    Justin Von Euw
    Customer Education Manager
    Cayuse
    ------------------------------



  • 10.  RE: Anyone else find "My Tasks" misleading?

    Posted 02-22-2023 12:12

    Hi Justin,

    Thanks for the suggestion. This does pop up at first login, though my guess is that most people close it and never see it again. Further, understanding what "My Tasks" in the landing page is would not really be helpful as even then it would just educate them on something that is not what they are looking for. I do recommend that folks take time to review the in-app guides and tutorials and will be sure to make that recommendation more prominent, but I'm afraid that for most folks, simply emailing me to say "Cayuse is broken, please help" is the path of least resistance and therefore the path most chosen. It still remains that using the same labeling convention and verbiage for two completely different sets of data is problematic and confusing.



    ------------------------------
    Ann Larsen
    IRB Administrator
    Wills Eye Hospital
    ------------------------------



  • 11.  RE: Anyone else find "My Tasks" misleading?

    CAYUSE CHAMPION
    Posted 02-21-2023 10:13

    You are not the only one. I have to direct everyone on each correspondence/email a reminder how to access the HE Dashboard and is also in our User Manual we developed. Feel the "My Tasks" landing page is misleading as whatever tasks you have in HE or other products (ie Post Awards, etc) you have do not carry over to the "My Tasks" landing page.

    Instead of having the landing page, it should just have a Product selection landing page or updates/notifications from Cayuse.



    ------------------------------
    Amanda Hong
    IRB Coordinator
    Mount Sinai Hospital
    ------------------------------



  • 12.  RE: Anyone else find "My Tasks" misleading?

    RISING STAR CONTRIBUTOR
    Posted 02-21-2023 11:29

    Hi, Ann!

    Our institution only uses Human Ethics too. Before we were migrated to the new research platform, we were originally advised that users would go straight to their dashboard after logging in (since 424 was going away).

    However, upon implementation, users now need to select Human Ethics from the Products menu first.

    I completely understand the My Tasks screen i.e., as an integration tool across the Cayuse suite. It just doesn't make sense for users who only subscribe to one product.  Besides that, we had to change, then alert our users of switch (from users being directed to their dashboard to users having to select Human Ethics from Products).

    And agree, that having My Tasks, with two different purposes, in the same application can be confusing...



    ------------------------------
    Dawn Leusner
    IRB Manager
    Educational Testing Service
    Princeton, NJ 08541
    irb@ets.org
    ------------------------------



  • 13.  RE: Anyone else find "My Tasks" misleading?

    Posted 02-22-2023 10:24
    Edited by Mark Bierly 02-22-2023 10:24

    I agree that the My Tasks landing page is confusing.  When I was testing Outside Interests, I had the same issue.  I had trouble figuring out where to go to submit an Outside Interests disclosure.  Whenever you login to Cayuse, you get a page with no tasks listed.  What is your next step?  It is not intuitive for brand new users to have to find a product chooser (for HE) or click My Profile and then COI Disclosures link to submit an Outside Interests disclosure.

    While both of these can be mitigated with good training materials, getting dumped to the blank My Tasks "home page" upon login is not ideal.  The very first time you login to Cayuse, you get a little tutorial popup.  But many people don't take the time to read it and it is gone unless they snoozed it.  In my opinion, the link in the emails from Cayuse should take you to the exact location, not drop you at a landing page that shows no tasks to be completed.  And leave the user confused about where/how to navigate without looking up training materials.

    Mark Bierly

    Business Ananlyst

    Oregon State University



    ------------------------------
    Mark Bierly
    Business System Analyst
    Oregon State University
    ------------------------------



  • 14.  RE: Anyone else find "My Tasks" misleading?

    TEAM CAYUSE
    Posted 02-22-2023 12:26

    Hey Ann (and everyone else who has contributed to this thread),

    Thank you for your feedback regarding the Tasks/Platform Landing Page. We have enhancements to this centralized tasks component on our roadmap for Q3 of this year; our goal is for this to be the 1 place that all products utilize for tasks, so that tasks for all products would display in 1 location and wouldn't cause confusion such as this in the future. As we work towards these enhancements I would love to get feedback and input from those of you who are experiencing issues to ensure that we are building something that is meeting the real needs of our customers.

    Once we have enhanced the Tasks feature we will then be looking at building out the landing page more, to give it a true dashboard look and feel; allowing users to add widgets to their landing page to display relevant data from specific products.

    For those of you using only one product on the Platform, we are also looking into ways to improve that user experience. Again, as we progress with ideas for that, input from any single-product customers that want to share their thoughts would be awesome.

    If you have any questions or additional input/comments then please feel free to reach out to me directly.

    Thank you for all your insights!

    Nate Owen



    ------------------------------
    Nate Owen
    Sr Product Manager
    Cayuse
    ------------------------------



  • 15.  RE: Anyone else find "My Tasks" misleading?

    Posted 02-23-2023 11:11

    Nate, 

    I appreciate the update and to hear that a fix to this issue is already on the roadmap. I do hope you can find a way to integrate the My Tasks within HE to the My Tasks on Admin, it's still unclear to me whether that's part of the plan or if I'm misunderstanding something.

    Either way, I'd be happy to provide specific feedback to questions you have or concerns you are working through. I am intermittently active on this site, so please do feel free to ping me or reach out to me if you'd like.

    Thanks,

    Ann



    ------------------------------
    Ann Larsen
    IRB Administrator
    Wills Eye Hospital
    ------------------------------



  • 16.  RE: Anyone else find "My Tasks" misleading?

    RISING STAR CONTRIBUTOR
    Posted 02-23-2023 11:22

    I appreciate that Cayuse is hearing these concerns and and seeking customer input-this is one of the reasons I selected Cayuse as a vendor. There does appear a genuine interest to hear from customers! Thanks!!  



    ------------------------------
    Kris A. Monahan, Ph.D.
    Director Sponsored Projects and Research Compliance
    Providence College
    Providence, RI
    ------------------------------