slide 1 of 45 advisor 201 welcome! this class will teach you to: change a student’s program or...
DESCRIPTION
Slide 3 of 45 Participant Manual Four new sections: Program/Plan changesProgram/Plan changes MACsMACs Permission OverridesPermission Overrides Student MilestonesStudent MilestonesTRANSCRIPT
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Advisor 201Advisor 201Welcome!Welcome!
This class will teach you to: This class will teach you to: • Change a student’s Program or Plan• Clear a system-generated service indicator
using the MAC system• Grant a permission override • View a student’s milestones
Advisor 101 is a Pre-requisite to this classAdvisor 101 is a Pre-requisite to this class
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Class MechanicsClass Mechanics• Class will run about 3 hours. Class will run about 3 hours. • Class will alternate between short lecture Class will alternate between short lecture
and then hands on practice.and then hands on practice.• Make sure you have signed inMake sure you have signed in• There are additional pages for your There are additional pages for your
participant manual.participant manual.
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Participant ManualParticipant ManualFour new sections:Four new sections:• Program/Plan changesProgram/Plan changes• MACsMACs• Permission OverridesPermission Overrides• Student MilestonesStudent Milestones
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AgendaAgendaProgram/Plan ChangesProgram/Plan Changes
• Refresher on program/Plan/Career• Effective Dating• 5 Scenarios• Terminology• Hints• Navigation• Exercises
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Program / Plan Changes Program / Plan Changes Remember – Remember –
ProgramProgram – what a student applies to and – what a student applies to and graduates from: graduates from:
example: College of Fine Artsexample: College of Fine ArtsPlanPlan – Major, Minor, certificate – Major, Minor, certificate
example: Musicexample: MusicCareer Career - Undergrad, Grad, Law, Non-Credit- Undergrad, Grad, Law, Non-Credit
TM pg 7
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Program / Plan Changes Program / Plan Changes Effective DatingEffective DatingIn PeopleSoft, effective dating is the way In PeopleSoft, effective dating is the way we change information about a student.we change information about a student.
NEVER, NEVER, NEVER, NEVERNEVER, NEVER, NEVER, NEVER change change a piece of information in a student’s plan or a piece of information in a student’s plan or program directly. program directly.
Instead – Instead – ADD A ROWADD A ROW with the new with the new information and a information and a NEW EFFECTIVE DATENEW EFFECTIVE DATE (the date that the new info takes effect)(the date that the new info takes effect)
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Program / Plan Changes Program / Plan Changes Effective Dating Effective Dating
Example here with screen shots?Example here with screen shots?
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Program / Plan Changes Program / Plan Changes Effective Dating Effective Dating • Must be chronologicalMust be chronological• Must be on or before the start of the termMust be on or before the start of the term• Click on the “Include History” button to see Click on the “Include History” button to see
all previous program or plan changesall previous program or plan changes
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Program/Plan ChangesProgram/Plan Changes5 different scenarios: 5 different scenarios: • Change a PlanChange a Plan• Add a Minor or concurrent degree in the Add a Minor or concurrent degree in the
same Programsame Program• ““Delete” a PlanDelete” a Plan• Change a Program AND planChange a Program AND plan• Add a concurrent Degree in a Different Add a concurrent Degree in a Different
ProgramProgram
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Program/Plan ChangesProgram/Plan ChangesChange a PlanChange a Plan This is changing a Major or Minor in a This is changing a Major or Minor in a
program. program. • Add a rowAdd a row• Put in the new plan in the new rowPut in the new plan in the new row• Date it to before the affected term (you can Date it to before the affected term (you can
back date!) back date!) • SaveSave
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Program/Plan ChangesProgram/Plan ChangesAdd a Minor or concurrent degree in the Add a Minor or concurrent degree in the
same Programsame Program• DescriptionDescription• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes “ “Delete” a PlanDelete” a Plan• DescriptionDescription• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes Change a Program AND planChange a Program AND plan• DescriptionDescription• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes Add a concurrent Degree in a Different Add a concurrent Degree in a Different
ProgramProgram• DescriptionDescription• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes TerminolgyTerminolgyReview page ____ in the BPG Review page ____ in the BPG These definitions will be used during the These definitions will be used during the
exercises.exercises.
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Program/Plan ChangesProgram/Plan Changes Helpful HintsHelpful HintsReview page ____ in the BPGReview page ____ in the BPG
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Program/Plan ChangesProgram/Plan Changes NavigationNavigationReview page ____ in the BPGReview page ____ in the BPG
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Program/Plan ChangesProgram/Plan Changes Chant with me!Chant with me!• Include HistoryInclude History• Date effectively – BEFORE the term startsDate effectively – BEFORE the term starts
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Program/Plan ChangesProgram/Plan Changes ExercisesExercises• Change a PlanChange a Plan• Add a Minor or concurrent degree in the Add a Minor or concurrent degree in the
same Programsame Program• ““Delete” a PlanDelete” a Plan• Change a Program AND planChange a Program AND plan• Add a concurrent Degree in a Different Add a concurrent Degree in a Different
ProgramProgram
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Program/Plan ChangesProgram/Plan Changes More procedures in the BPGMore procedures in the BPGLook at the list of other procedures – Look at the list of other procedures – Discuss how they will learn them… Discuss how they will learn them…
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Rest of the classRest of the classMacsMacsPermission Over ridePermission Over rideMilestonesMilestones
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Permission OverridesPermission Overrides
The purpose of the Permission Assignment The purpose of the Permission Assignment pages is to allow staff members with pages is to allow staff members with appropriate security to post overrides with appropriate security to post overrides with expiration dates for an individual student on expiration dates for an individual student on the class level or the course level (by the class level or the course level (by offering). Once an override is posted, the offering). Once an override is posted, the student can use Self Service to process the student can use Self Service to process the enrollment request on or before the enrollment request on or before the expiration date. expiration date.
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Permission OverridesPermission Overrides
The following overrides can be posted The following overrides can be posted using the using the Class Permission Assignment Class Permission Assignment PagePage and the and the Course Permission Course Permission Assignment PageAssignment Page. .
• Class Limit • Unit Load • Class Permission • Time Conflict• Requisites
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Permission OverridesPermission Overrides
NOTE:NOTE:Depending on your security setup, you may Depending on your security setup, you may be able to post all overrides, a limited be able to post all overrides, a limited number of overrides or no overrides at all. number of overrides or no overrides at all. In addition, your security may limit you to In addition, your security may limit you to post overrides for only a limited number of post overrides for only a limited number of classes or courses (i.e. those within your classes or courses (i.e. those within your own department and/or college). own department and/or college).
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Permission OverridesPermission Overrides
Class Permission OverridesClass Permission OverridesClass Permissions assign permission for a Class Permissions assign permission for a student to enroll in a certain section of a student to enroll in a certain section of a class. class.
They are assigned by class number.They are assigned by class number.
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Permission OverridesPermission Overrides
Class Permission OverridesClass Permission OverridesMore procedures in the BPG.More procedures in the BPG.
Path: Path: Records and Enrollment>Term Records and Enrollment>Term Processing>Class Permissions>Class Processing>Class Permissions>Class Permission AssignmentPermission Assignment
Note:Note: Overrides 3 tab will NOT be in the Overrides 3 tab will NOT be in the system when it is live.system when it is live.
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Permission OverridesPermission Overrides
Course Permission OverridesCourse Permission OverridesCourse Permissions are assigned to grant Course Permissions are assigned to grant permission for a student to enroll in any permission for a student to enroll in any section of a course. section of a course.
They are assigned by offering number. They are assigned by offering number.
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Permission OverridesPermission Overrides
Course Permission OverridesCourse Permission OverridesMore procedures in the BPG.More procedures in the BPG.
Path: Path: Records and Enrollment>Term Records and Enrollment>Term Processing>Class Permissions>Course Processing>Class Permissions>Course Permission AssignmentPermission Assignment
Note:Note: Overrides 3 tab will NOT be in the Overrides 3 tab will NOT be in the system when it is live.system when it is live.
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Permission OverridesPermission Overrides
Permission Overrides ExercisePermission Overrides Exercise