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Advisor 101

Advisor 101. Welcome! This class is for advisors who will use student data in PeopleSoft to advise their students. The agenda is: Setup PeopleSoft for Advising (SACR & Favorites) Use PeopleSoft to see student data Student Center Program Plan Stack Unofficial Transcript Enrollment Search

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Advisor 101

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  1. Advisor 101 • Welcome! • This class is for advisors who will use student data in PeopleSoft to advise their students. The agenda is: • Setup PeopleSoft for Advising (SACR & Favorites) • Use PeopleSoft to see student data • Student Center • Program Plan Stack • Unofficial Transcript • Enrollment Search • FERPA

  2. Class Mechanics • Class will run about 2 hours. • There is a 30 minute presentation • The rest of the time will be hands-on practice in the system • Take a look at your handbook: • Section 1 – This presentation • Section 2 - Exercises • Section 3 – Student Center BPG • Section 4 – Unofficial Transcripts • Section 5 – Enrollment Search • Section 6 – Service Indicators • Section 7 – Job Aids: Set up SACR, Add Favorites, Clear Cache, FERPA Consent and Holds, Where to Get Help, Next Steps

  3. Agenda • Finding Student Data in PeopleSoft • Academic Structure • Logging in • Setting User Defaults • Setting Favorites • Seeing Student Data • Ongoing Support • Next Steps

  4. Academic Structure TM pg 7

  5. Academic Structure – Institution • INSTITUTION: • There is one institution at ASU: Arizona State University – the code is ASU00

  6. Academic Structure – Academic Group • ACADEMIC GROUP • The Academic group is the same as the colleges. There are (as of December 2006) 21 Academic groups.

  7. Academic Structure - Careers • CAREERS:There are four careers: • Undergraduate, • Graduate, • Law and • No-Credit

  8. Academic Structure - Program • PROGRAMS: • A program is the academic program to which a student applies and is admitted and from which the student graduates. A program offers plans and sub-plans. It is analogous to the student’s college.

  9. Academic Structure - Plans • PLANS: • A plan is what the student is admitted into and pursuing. A student can have multiple plans. (Major, Minor or Certificate)

  10. Academic Structure – Sub Plans • SUB PLANS: • A sub-plan is an emphasis, concentration, or option within a plan. [Emphasis or Option in a major; Concentration area (BIS)]

  11. Agenda • Finding Student Data in PeopleSoft • Academic Structure • Logging in • Setting User Defaults & Favorites • Seeing Student Data • Ongoing Support • Next Steps

  12. Login To PeopleSoft • https://hrsa.oasis.asu.edu/ TM pg 3

  13. Agenda • Finding Student Data in PeopleSoft • Academic Structure • Logging in • Setting User Defaults & Favorites • Seeing Student Data • Ongoing Support • Next Steps

  14. To the Computers! • Log in to the TRAINING DATABASE: • Login to your computer with your ASURITE ID and password • Open a web browser • Go to https://ASU84808DEV.MYCMSC.COM • Login to PeopleSoft with SRADV0nn and same password. • Note: You don’t have to remember this URL – it is only for use in this class.

  15. Setting User Defaults • You will now set your user defaults and favorites in PeopleSoft. • Please set these settings: • Setup SACR: • Tab 4 – set the Carry ID to checked • Tab 4 – set the Output Destination to Printer • Tab 4 – set the Transcript to unoff • Tab 1 – set any one of the defaults • Navigate to the Student Center and set it as a favorite.

  16. Agenda • Finding Student Data in PeopleSoft • Academic Structure • Logging in • Setting User Defaults & Favorites • Seeing Student Data • Ongoing Support • Next Steps

  17. Seeing Student Data – Exercise 1 • Now we will “prep” to advise a student by using PeopleSoft. • Turn to worksheet 1 in your manual. Together with the instructor, you will fill out the sheet, accessing these areas: • Student Center • Program Plan Stack • Unofficial Transcript • FERPA consents and holds • Enrollment Search

  18. Seeing Student Data – Exercise 2 • Now “prep” to advise a second student by using PeopleSoft. • Turn to worksheet 2 in your manual. Fill out the sheet, accessing these areas: • Student Center • Program Plan Stack • Unofficial Transcript • FERPA consents and holds • Enrollment Search

  19. Next Steps • If you are NOT taking Advisor 201, stay and apply for access for two roles – • SR Standard Student Pages View • SR Catalog Schedule View • If you ARE taking Advisor 201 –wait to apply until you finish 201.

  20. Helpful Links Job Aids and Business Process Guides http://www.asu.edu/courses/oasis/_JobAids/ Requesting access, approving access or checking your request status http://www.asu.edu/oasis PeopleSoft Production https://HRSA.oasis.asu.edu Help from the help desk http://www.asu.edu/support

  21. Ongoing Communication For suggestions for improvements: Email AskOasisTraining@asu.edu – put “Faculty Center Suggestion” in the subject line. For immediate help, submit a help ticket http://www.asu.edu/support Select University Technology Office for the organization, Select PeopleSoft for the categoryType in a summary and description of your problem. How do you want to be communicated with?

  22. End of Class • Questions?

  23. FOR YOUR REFERENCE • These next slides are for your reference after the class.

  24. Menu THE HOME PAGE

  25. Menu

  26. Search

  27. Search TM pg 13

  28. Student Services Center

  29. Student Services Center

  30. Student Services Center

  31. Student Services Center

  32. Student Services Center

  33. Set User Defaults

  34. Set User Defaults

  35. Set User Defaults

  36. Set Favorites

  37. Set Favorites

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