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Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group [email protected]

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Page 1: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Adding to Your Bag of TricksA few SR and AA Solutions

University System of MarylandPeopleSoft Conference

October 8, 2004Ken Epstein, The Cedar Group

[email protected]

Page 2: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Very special thanks to Cheryl Holden-Duffy, UMES registrar

Page 3: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

AGENDA

REALLY excluding repeated courses

Academic Clemency

Generic transfer courses– and how they become specific on the transcript

A University General Education Degree Progress Report– that everyone can use

Page 4: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Excluding Repeated Courses

Repeat rule– The course with the best grade counts– All other attempts are excluded from academic

statistics• Not in GPA

• Not included in attempts

• Not included in earned hours

Introduction

Page 5: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Excluding Repeated CoursesThe Problem

Page 6: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Excluding Repeated CoursesThe Problem

Page 7: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Excluding Repeated CoursesThe Fix

Page 8: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Excluding Repeated Courses

Business Process– For individual students

• Use Enrollment Request (Normal Maintenance) or Enrollment to remove the repeat codes.

• Run Repeat Checking by term.

– To apply globally or for large groups• Build a process to remove repeat codes.

• Run Repeat Checking for all terms.

The Fix

Page 9: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Excluding Repeated CoursesThe Fix

Page 10: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Excluding Repeated Courses

Tuition calc loses the course entirely• Usually not a problem, but be aware that “excluded”

courses are lost to SF.

Consider the impact on Financial Aid Satisfactory Academic Progress

• How does FA compute SAP?

• Does your custom program count “excluded” courses if necessary?

Surprises and Warnings

Page 11: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Under special circumstances, a small number of courses may be excluded from academic statistics calculations– Display the course on the transcript.– Make it clear on the transcript that clemency

has been granted.– Provide the same exclusions as those for

“Excluded” repeated courses.

Introduction

Page 12: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

There is no delivered process to handle Academic Clemency.

We are very eager NOT to build customized processes.

The Problem

Page 13: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic ClemencyThe Problem

Page 14: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build an Academic Clemency Repeat Rule– Have the rule apply whether or not the course is

repeated.

Build a Transcript Note to explain that clemency is applied

Develop a business process for applying the rule

The Fix

Page 15: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build an Academic Clemency repeat rule

The Fix

Page 16: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build an Academic Clemency repeat rule

The Fix

Page 17: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build an Academic Clemency repeat rule

The Fix

Page 18: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build an Academic Clemency repeat rule

The Fix

Page 19: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build an Academic Clemency repeat rule

The Fix

Page 20: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build an Academic Clemency repeat rule

The Fix

Page 21: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Build a transcript note

The Fix

Page 22: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

Develop a business process– Design approval procedures and

documentation.– Use Enrollment Request (Normal Maintenance)

or Enrollment to enter the Clemency code and the transcript note.

– Run transcripts.

The Fix

Page 23: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic ClemencyThe Fix

Page 24: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic ClemencyThe Fix

Page 25: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Academic Clemency

This procedure does not remove grades or enrollments. A grade inquiry will not show the Clemency code.

The same warnings that applied to the excluded repeat courses apply to this exclusionary rule.

The implications of a clemency exclusion may be different than those of a repeat course exclusion.

Surprises and Warnings

Page 26: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer Courses

UMES students may take courses at University System of Maryland (USM) institutions and transfer those courses to UMES as though they had enrolled in them on campus. – Courses are treated as regular enrollments, not as

transfer courses, requiring a special course in the catalog for each USM course.

– USM courses are entered retroactively when students present transcripts.

– Billing Units must be reset to 0.00 since tuition and fees are paid to the original institution.

Introduction

Page 27: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer Courses

Create a course in the course catalog– Use the Subject and Catalog number of the

corresponding UMES course, adding USM to the catalog number

– Include USM in parentheses after the UMES course description

– Do NOT include the course in any course equivalency groups

The Fix

Page 28: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer Courses

Create Generic USM Courses

The Fix

Page 29: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer Courses

Create Transcript Notes for each campus

The Fix

Page 30: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer Courses

Add the course to the schedule (if necessary)

Enroll students using the Enrollment page– Billing units must be changed to 0.00 (Tab 1)

• Billing units cannot be changed using Enrollment Request

– Reset the enrollment and grading dates if necessary (Tab 2)

– Add the transcript note (Tab 3)

The Fix

Page 31: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer CoursesThe Fix

Page 32: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer CoursesThe Fix

Page 33: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer CoursesThe Fix

Page 34: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer CoursesThe Fix

Page 35: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

Generic USM Transfer Courses

Do NOT add these types of courses to the schedule of classes until AFTER student registration. We do not want students to accidentally register for the course.

Changing Billing Units can produce warnings.– Ignore them.

Surprises and Warnings

Page 36: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Generic, University wide, General Education Requirements– Based on USM guidelines

Department specific variations on the General Education Requirements– Pre-requisites for major courses– Department faculty recommendations

Introduction

Page 37: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Students, especially those who change majors, may want to satisfy graduation requirements with the University wide general education requirements.

At the same time, degree progress reports should reflect department beliefs.

Standard degree progress reports are linked to students’ academic structure.

How can we provide both types of information?

The Problem

Page 38: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Build a special purpose degree progress report using a Special Requirement Usage for the University wide general education requirements.

Include Department specific general education requirements in each plan degree progress report.

The Fix

Page 39: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Special Requirement Usage

The Fix

Page 40: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Special purpose transcript type

The Fix

Page 41: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Special purpose transcript type

The Fix

Page 42: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Build the degree progress report

The Fix

Page 43: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General EducationThe Fix

Build the degree progress report

Page 44: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General EducationThe Fix

Build the degree progress report

Page 45: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General EducationThe Fix

Build the degree progress report– The Special Requirement Usage is only

required on the Requirement Group– The Academic Advisement Requirement Usage

can be used with Requirements and Course Lists

– Use the “Course Catalog” Course Ranking Scheme to force more basic courses to be used in satisfying general education requirements

Page 46: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Use the GENED transcript type to run University wide degree progress reports

The Fix

Page 47: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Students, faculty, and advisors must be aware of the differences between the two types of degree progress reports

Policy is required to resolve differences between the University wide general education requirements and department specific requirements

Surprises and Warnings

Page 48: Adding to Your Bag of Tricks A few SR and AA Solutions University System of Maryland PeopleSoft Conference October 8, 2004 Ken Epstein, The Cedar Group

University General Education

Questions and comments