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Advisor Updates

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Advisor Updates – PowerPoint PPT presentation

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Title: Advisor Updates

1
Advisor Updates What's new in PeopleSoft Tips
Tricks

Looking at the Student Life Cycle
Enrollment Request Search
Unofficial Transcripts
Program Plan Stack
FERPA
Permissions Overrides
Advising Sign off
Test Scores
Helps

2
Student Life Cycle
3
Enrollment Request Search
4
Enrollment Request Search

What is it?
A way to see every enrollment request of a
student
(drops, adds, leaves, withdrawals, etc.)
How do you get there?
Records and Enrollment gt Enroll students gt
Enrollment Request Search

Further Info Handout Enrollment Request Search
BPG
5
Enrollment Request Search

Tips
Academic Institution is ASU00
Click Search

Further Info Handout Enrollment Request Search
BPG
6
Enrollment Request Search

Tips
Must fill in 2 search criteria
ID students Affiliate ID (1000..)
User ID ASURITE of person that made the
enrollment change
Click Search pressing Enter on the keyboard
doesnt do anything.

Further Info Handout Enrollment Request Search
BPG
7
Enrollment Request Search

Tips
Each row is an enrollment request
There are 48 columns
You can customize (next slide)
You can download
You can find
This screen will show withdrawals (?)
This screen will show that an enrollment request
hit an error but not what the error is. (column
__?)
Take a minute to find and page through the hand
out Enrollment Request Search Business Process
Guide.

Affiliate Ids
ASUrite Ids
Further Info Handout Enrollment Request Search
BPG
8
Enrollment Request Search

Customizing
Select the columns and/or tabs that you DONT
want to see and click on the hidden checkbox.
You can have the results sorted automatically by
clicking on the columns in the left column, then
click on the right arrow.

Further Info Handout Enrollment Request Search
BPG
9
Unofficial Transcripts
10
Unofficial Transcripts

How do you get there?
Records and Enrollment gt Transcripts gt
Transcript Request
Steps
You must set your User Default (one time)
Request the transcript
Then view or request a print

Further Info Handout View Unofficial
Transcripts Job Aid
11
Unofficial Transcripts

Tips
Do this only once
NavigationSetup SACR gt User Defaults gt tab4
Carry ID
Output printer
Transcript type unoff
SAVE!

Further Info Handout View Unofficial
Transcripts Job Aid
12
Unofficial Transcripts

Tips
Records and enrollment gt Transcripts gt
Transcript requests
Click on ADD NEW VALUE from previous screen.

Further Info Handout View Unofficial
Transcripts Job Aid
13
Unofficial Transcripts

Tips
Type in Students Affiliate ID (1000..), press
tab.
Student name will appear.
Click Process Request

Further Info Handout View Unofficial
Transcripts Job Aid
14
Unofficial Transcripts

Tips
Print page from your browser
Or click the print button to print formatted,
landscape version

Further Info Handout View Unofficial
Transcripts Job Aid
15
Unofficial Transcripts

Tips
For a Formatted Copy
Click Print
Click Report Manager

Further Info Handout View Unofficial
Transcripts Job Aid
16
Unofficial Transcripts

Tips
Click Refresh periodically until Description
becomes a link to a formatted .pdf file.

Further Info Handout View Unofficial
Transcripts Job Aid
17
Program Plan Stack
18
Program Plan Stack Change Program Plan Quick
Review

Records and Enrollment gt Career and Program
Information gt Student Program/Plan

Further Info Handout Business Process Guide
19
Program Plan Stack Change Program Plan Quick
Review

Records and Enrollment gt Career and Program
Information gt Student Program/Plan
Two Tabs Student Program and Student Plan

Further Info Handout Business Process guide
20
Effective Dating

Change of program or plan takes place on the
EFFECTIVE DATE.
If you have advising rules to consider, date the
change prior to the semester
Effective Dates must be consecutive

21
Viewing the Program/Plan Stack

Student Service center gtAcademics Tab gt Edit
Program Data
Make sure you click on the correct program

1000000
Student name
22

Example of
DOG on file
DO NOT change major

23
Example of Applied to graduate DOG Concurrent
Degree
24

Example of viewing stack from PLAN TAB
More complete info (major)

Example of Discontinued student

26
FERPA HOLDS
27
FERPA Consents and Holds

Viewing FERPA Consents and Holds
FERPA Consents will show as a positive service
indicator on the student services center
FERPA holds will show as a window shade.

Further Info Handout Directory Holds Job Aid
28
FERPA Consents and Holds

Viewing FERPA Consents and Holds
Screen shot of positive

Further Info Handout Directory Holds Job Aid
29
FERPA Consents and Holds

Viewing FERPA Consents and Holds
Screen shot of negative

Further Info Handout Directory Holds Job Aid
30
PERMISSION OVERRIDES
31
Permission Overrides - Quick Review

You can give overrides to students who are
prevented from enrolling in a class for these
reasons
Class is full (Class Limit)
Dept. or Instructor Permission required (Class
Permission)
Pre-requisites (Requisites)
Time Conflict (Time Conflict)
Student Maximum Unit Load
Navigation for 1-4
Records and Enrollment gt Term Processing gt Class
Permissions gt Class Permission Assignment (or
Course Permission Assignment)
Navigation for 5
Records and Enrollment gt Student Term Information
gt Term Activate a Student

Further Info Handout Permission Override BPG
32
Permission Overrides - Quick Review
Override doesnt expire until expiration date
even if its used once!
33
ASU Advising and NOTES
34
Advising Sign off and Advising Notes Quick
Review