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Advisor 201

Advisor 201. Learning Objectives: Enter an Advising Note using the ASU Advising Screen Clear a system-generated service indicator using the ASU Advising Signoff Screen Set an Advisor-Placed service indicator via the Student Center Screen

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Advisor 201

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  1. Advisor 201 • Learning Objectives: • Enter an Advising Note using the ASU Advising Screen • Clear a system-generated service indicator using the ASU Advising Signoff Screen • Set an Advisor-Placed service indicator via the Student Center Screen • Clear a service indicator via the Student Center Screen • Advising 101 is a pre-requisite to this class • Search for Advising 101 via the Black Board Search Facility within the Courses tab Slide 1 of 45

  2. Class Mechanics • Suggested order of viewing • Course Materials are listed in the order they should be viewed • Credit for this course is acquired by passing the course test • The Resources section of this course contains course specific material as well as helpful PeopleSoft general information • The Next Steps section provides information on how to request access roles that you will need to perform the tasks taught in this class • The Feedback section allows you a venue to tell us how to improve (If you like it tell a friend if not tell us …) Slide 2 of 45

  3. Student Advising Signoff • Start using complete sentences here … • Left off here 2/12/08 jmk • The new “MACS” • Used to clear “system generated” advising holds & keep notes on students Slide 3 of 45

  4. Student Advising Signoff • Hands-on Exercise • Please Log into the computer now • Use ASURITE ID and Password • Open Explorer web browser • Go to https://asudev.mycmsc.com (CedarCrestone website) • Click the STUDENT ADMIN TRN link • Log in to the PeopleSoft training database with the ID and Password on your card • Wait at the home page for further instructions Slide 4 of 45

  5. Program/Plan Changes • Refresher on career/program/plan • Effective dating • Terminology • Hints • Navigation • Five hands-on exercises Slide 5 of 45

  6. Program / Plan Changes • Career: undergraduate, graduate, law, non-credit • Program: what a student applies to and graduates from (i.e. Katherine K. Herberger College of Fine Arts). • Plan: major, minor, certificate (i.e Music) Slide 6 of 45

  7. Program / Plan Changes • Very Important Concept #1: 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) Slide 7 of 45

  8. Program / Plan Changes • Effective Dating • The Effective Date of the change must be BEFORE or ON the start date of the term that will be effected • You can back date actions • As you add rows, the effective dates must be sequential, but not necessarily consecutive Slide 8 of 45

  9. Program / Plan Changes • Effective Dating Example • Pretend the 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 • SO if a student comes with a change, you would be clever to set the date to several days before the start of the semester, so that you can sandwich additional changes between the first change and the start of the semester Slide 9 of 45

  10. Program/Plan Changes • “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 10 of 45

  11. Program/Plan Changes • Very Important Concept #2: Include History • You must be in “include history” mode to make program change actions • If you aren’t in “include history” mode, you may miss important information about a student Slide 11 of 45

  12. Program/Plan Changes • Navigation • Page 5 in the BPG • Helpful Hints • Page 7 in the BPG • Terminology • page 8 in the BPG Slide 12 of 45

  13. Program/Plan Changes • Very Important Concepts – Chant with me! • Date effectively – BEFORE the term starts • Include History Slide 13 of 45

  14. Program/Plan Changes • 5 different scenarios: • Change a plan • Add a minor • Change a program and plan • Add a concurrent degree in a different program • Discontinue a program and plan Slide 14 of 45

  15. Program/Plan Changes • Hands-on Exercises • Please pair up. • We will debrief after each exercise. Please do not work ahead. • Thanks! Slide 15 of 45

  16. Program/Plan Changes • Wrap-up & debrief • Student Advising Signoff • Program/plan changes • Two very important concepts • Business Process Guides contain • Step-by-step instructions • Definitions • More detailed information about each field • Coming up after the break: Permission Overrides Slide 16 of 45

  17. Time for a break! Slide 17 of 45

  18. Permission Overrides • Purpose • Types of Permission Overrides • Class limit • Class permission • Override requisites • Time conflict • Very Important Concept #3: Course vs. Class Slide 18 of 45

  19. Permission Overrides • What does it look like to the student when he tries to register for a class that is full? Slide 19 of 45

  20. Permission Overrides Slide 20 of 45

  21. Permission Overrides Slide 21 of 45

  22. Permission Overrides Slide 22 of 45

  23. Permission Overrides • Hands-On Exercise • Peter needs an override into a section of PGS 101 Slide 23 of 45

  24. Final Remarks • Permission Override Business Process Guide contains • Step-by-step instructions • Definitions • More detailed information about each field Slide 24 of 45

  25. Thanks for Coming! • Thanks for all your help. You are the • best academic advisor I ever had!! Slide 25 of 45

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