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Changing a Student’s Program or Plan

Changing a Student’s Program or Plan. Welcome! This class will teach you to change a student’s Program or Plan (formerly called their Major or Minor). Advisor 201. This class will teach you to: Clear a system-generated service indicator using the Student Advising Signoff screen

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Changing a Student’s Program or Plan

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  1. Changing a Student’s Program or Plan • Welcome! • This class will teach you to change a student’s Program or Plan (formerly called their Major or Minor) Slide 1 of 45

  2. Advisor 201 • This class will teach you to: • Clear a system-generated service indicator using the Student Advising Signoff screen • Change a student’s program and/or plan • Grant a permission override • Advisor 101 is a pre-requisite to this class Slide 2 of 45

  3. Class Mechanics • Class will run about 3 hours • Class will alternate between short lecture and then hands on practice • Make sure you signed the sign-in sheet • You now have additional pages for your OASIS training binder Slide 3 of 45

  4. OASIS Training Binder • Three new sections: • Student Advising Signoff • Program/Plan Changes • Permission Overrides Slide 4 of 45

  5. Student Advising Signoff • The new “MACS” • Used to clear “system generated” advising holds & keep notes on students Slide 5 of 45

  6. 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 6 of 45

  7. Program/Plan Changes • Refresher on career/program/plan • Effective dating • Terminology • Hints • Navigation • Five hands-on exercises Slide 7 of 45

  8. 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 8 of 45

  9. 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 9 of 45

  10. 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 10 of 45

  11. 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 11 of 45

  12. 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 12 of 45

  13. 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 13 of 45

  14. Program/Plan Changes • Navigation • Page 5 in the BPG • Helpful Hints • Page 7 in the BPG • Terminology • page 8 in the BPG Slide 14 of 45

  15. Program/Plan Changes • Very Important Concepts – Chant with me! • Date effectively – BEFORE the term starts • Include History Slide 15 of 45

  16. 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 16 of 45

  17. Program/Plan Changes • Hands-on Exercises • Please pair up. • We will debrief after each exercise. Please do not work ahead. • Thanks! Slide 17 of 45

  18. 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 18 of 45

  19. Time for a break! Slide 19 of 45

  20. Permission Overrides • Purpose • Types of Permission Overrides • Class limit • Class permission • Override requisites • Time conflict • Very Important Concept #3: Course vs. Class Slide 20 of 45

  21. Permission Overrides • Hands-On Exercise • Peter needs an override into a section of PGS 101 Slide 21 of 45

  22. Final Remarks • Permission Override Business Process Guide contains • Step-by-step instructions • Definitions • More detailed information about each field Slide 22 of 45

  23. Thanks for Coming! • Please complete your evaluation form… Slide 23 of 45

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