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Changing a Student’s Plan

Changing a Student’s Plan. Welcome ! This presentation has an audio narration. Please turn up your speakers. You can control the presentation using these controls: If you wish to read the narrated text, click on this icon:. Changing a Student’s Plan.

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Changing a Student’s Plan

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  1. Changing a Student’s Plan Welcome! • This presentation has an audio narration. Please turn up your speakers. • You can control the presentation using these controls: • If you wish to read the narrated text, click on this icon: Slide 1 of 16

  2. Changing a Student’s Plan • This class will teach you to change a student’s Major, Minor, Program or Sub Plan • Advising 101 is a recommended co-requisite to this class. Slide 2 of 16

  3. Agenda • Concepts to Know • Effective dating • Navigation • The Basic Process Slide 3 of 16

  4. Concepts to Know • Plan: A term used to describe both majors and minors • Program: A term used to describe the student’s college and career • Program Action: used to make changes to a student’s academic record • Sub-Plan: A concentration, specialty, or area of emphasis within a plan Slide 4 of 45

  5. Concepts to Know • Some student plans require a Sub-Plan to further define their major. • Example: BIS major • Note: If the student plan requires at least one Sub-Plan, you can not delete a student’s Sub-Plan without replacing it. Slide 5 of 45

  6. Concepts to Know Two types of Sub-Plans: • Areas of Emphasis • Certificates • Handled by the registrar’s office. Refer to BPG on the Advising 201 Blackboard site. Slide 6 of 45

  7. Program Action Fields • Institution: Always ASU00 • Group: Department or College • Career: UGRD, GRAD, LAW, NCRED • Program: Career + Group • Plan: Major, Minor Slide 7 of 16

  8. Effective Dating In PeopleSoft, effective dating is the way PeopleSoft keeps a history of changes over time. When we make changes, we ADD A ROW with the new information and a NEW EFFECTIVE DATE (the date that the new info takes effect) • Very Important Concept #1: Effective Dating Slide 8 of 16

  9. Effective Dating • The Effective Date of the change should be BEFORE or ON the start date of the term that will be effected • You can back date actions • The effective dates must be sequential as you add rows, but do not have to be consecutive Slide 9 of 16

  10. Effective Dating Example • Say that semester starts on the 11th • Any changes made on the 11th or before will take effect for that semester • Each change must have its own date, and they must be chronological Set the date to several days before the start of the semester. This allows you to make more changes between the student’s first change and the start of the term. Slide 10 of 16

  11. Effectie Dating “Best Practice” dates for effective dating: Fall term – August 1 Winter term – December 1 Spring term – January 1 Summer term (all sessions) – May 1 Slide 11 of 16

  12. Navigation • Changes to a student’s major, minor or program are done through the Program/Plan Stack. • This stack is accessed from the Student Services Center. • To navigate to the stack, open a web browser and go to https://hrsa.oasis.asu.edu • Then click on: Campus Community > Student Services Center. Slide 12 of 16

  13. Navigation First, you must search for the student. Slide 13 of 16

  14. Navigation If your search matches more than one student, you will see a list of students to choose from. Once you choose your student, you will see a screen like this. Click on the academics tab. Slide 14 of 16

  15. Navigation Here you can see the current academic data for the student. Each link will take you to a different program/plan stack. Make sure you have selected the link you want to change. Slide 15 of 16

  16. Navigation Once you have selected the right link, click on the Edit program data button to access the program/plan stack. Slide 16 of 16

  17. Navigation This is the program/plan stack. It is a stack of rows. Each row represents a change to the student’s academic program, major or minor. Slide 17 of 16

  18. Basic Process The basic process includes these steps: • Check the student’s status and current row. Slide 18 of 16

  19. Basic Process (cont…) 2) Add a new row Slide 19 of 45

  20. Basic Process (cont…) 3 ) Put in an effective date 4 ) Choose either PLNC (plan change) or PRGC (program change). Slide 20 of 45

  21. 5 ) Edit other fields and tabs as necessary. 6) Save your changes. Slide 21 of 45

  22. Next Steps • Return to the blackboard course and review the videos and interactive exercises that will take you through each of the different processes you can do: • Navigate to the program/plan stack • Change a Major • Add (or delete) a Minor • Change a program and Major • Add a certificate or area of emphasis. Slide 22 of 16

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