Advisor Updates

1
Advisor Updates What's new in PeopleSoft Tips
Tricks

• Looking at the Student Life Cycle
• Enrollment Request Search
• Unofficial Transcripts
• Program Plan Stack
• FERPA
• Permissions Overrides
• Advising Sign off
• Test Scores
• Helps

2
Student Life Cycle
3
Enrollment Request Search
4
Enrollment Request Search

• What is it?
• A way to see every enrollment request of a
  student
• (drops, adds, leaves, withdrawals, etc.)
• How do you get there?
• Records and Enrollment gt Enroll students gt
  Enrollment Request Search

Further Info Handout Enrollment Request Search
BPG
5
Enrollment Request Search

• Tips
• Academic Institution is ASU00
• Click Search

Further Info Handout Enrollment Request Search
BPG
6
Enrollment Request Search

• Tips
• Must fill in 2 search criteria
• ID students Affiliate ID (1000..)
• User ID ASURITE of person that made the
  enrollment change
• Click Search pressing Enter on the keyboard
  doesnt do anything.

Further Info Handout Enrollment Request Search
BPG
7
Enrollment Request Search

• Tips
• Each row is an enrollment request
• There are 48 columns
• You can customize (next slide)
• You can download
• You can find
• This screen will show withdrawals (?)
• This screen will show that an enrollment request
  hit an error but not what the error is. (column
  __?)
• Take a minute to find and page through the hand
  out Enrollment Request Search Business Process
  Guide.

Affiliate Ids
ASUrite Ids
Further Info Handout Enrollment Request Search
BPG
8
Enrollment Request Search

• Customizing
• Select the columns and/or tabs that you DONT
  want to see and click on the hidden checkbox.
• You can have the results sorted automatically by
  clicking on the columns in the left column, then
  click on the right arrow.

Further Info Handout Enrollment Request Search
BPG
9
Unofficial Transcripts
10
Unofficial Transcripts

• How do you get there?
• Records and Enrollment gt Transcripts gt
  Transcript Request
• Steps
• You must set your User Default (one time)
• Request the transcript
• Then view or request a print

Further Info Handout View Unofficial
Transcripts Job Aid
11
Unofficial Transcripts

• Tips
• Do this only once
• NavigationSetup SACR gt User Defaults gt tab4
• Carry ID
• Output printer
• Transcript type unoff
• SAVE!

Further Info Handout View Unofficial
Transcripts Job Aid
12
Unofficial Transcripts

• Tips
• Records and enrollment gt Transcripts gt
  Transcript requests
• Click on ADD NEW VALUE from previous screen.

Further Info Handout View Unofficial
Transcripts Job Aid
13
Unofficial Transcripts

• Tips
• Type in Students Affiliate ID (1000..), press
  tab.
• Student name will appear.
• Click Process Request

Further Info Handout View Unofficial
Transcripts Job Aid
14
Unofficial Transcripts

• Tips
• Print page from your browser
• Or click the print button to print formatted,
  landscape version

Further Info Handout View Unofficial
Transcripts Job Aid
15
Unofficial Transcripts

• Tips
• For a Formatted Copy
• Click Print
• Click Report Manager

Further Info Handout View Unofficial
Transcripts Job Aid
16
Unofficial Transcripts

• Tips
• Click Refresh periodically until Description
  becomes a link to a formatted .pdf file.

Further Info Handout View Unofficial
Transcripts Job Aid
17
Program Plan Stack
18
Program Plan Stack Change Program Plan Quick
Review

• Records and Enrollment gt Career and Program
  Information gt Student Program/Plan

Further Info Handout Business Process Guide
19
Program Plan Stack Change Program Plan Quick
Review

• Records and Enrollment gt Career and Program
  Information gt Student Program/Plan
• Two Tabs Student Program and Student Plan

Further Info Handout Business Process guide
20
Effective Dating

• Change of program or plan takes place on the
  EFFECTIVE DATE.
• If you have advising rules to consider, date the
  change prior to the semester
• Effective Dates must be consecutive

21
Viewing the Program/Plan Stack

• Student Service center gtAcademics Tab gt Edit
  Program Data
• Make sure you click on the correct program

1000000
Student name
22

• Example of
• DOG on file
• DO NOT change major

23
Example of Applied to graduate DOG Concurrent
Degree
24

• Example of viewing stack from PLAN TAB
• More complete info (major)

25

• Example of Discontinued student

26
FERPA HOLDS
27
FERPA Consents and Holds

• Viewing FERPA Consents and Holds
• FERPA Consents will show as a positive service
  indicator on the student services center
• FERPA holds will show as a window shade.

Further Info Handout Directory Holds Job Aid
28
FERPA Consents and Holds

• Viewing FERPA Consents and Holds
• Screen shot of positive

Further Info Handout Directory Holds Job Aid
29
FERPA Consents and Holds

• Viewing FERPA Consents and Holds
• Screen shot of negative

Further Info Handout Directory Holds Job Aid
30
PERMISSION OVERRIDES
31
Permission Overrides - Quick Review

• You can give overrides to students who are
  prevented from enrolling in a class for these
  reasons
• Class is full (Class Limit)
• Dept. or Instructor Permission required (Class
  Permission)
• Pre-requisites (Requisites)
• Time Conflict (Time Conflict)
• Student Maximum Unit Load
• Navigation for 1-4
• Records and Enrollment gt Term Processing gt Class
  Permissions gt Class Permission Assignment (or
  Course Permission Assignment)
• Navigation for 5
• Records and Enrollment gt Student Term Information
  gt Term Activate a Student

Further Info Handout Permission Override BPG
32
Permission Overrides - Quick Review
Override doesnt expire until expiration date
even if its used once!
33
ASU Advising and NOTES
34
Advising Sign off and Advising Notes Quick
Review

• ASU Customizations gt ASU Advising gt Student
  Advising Sign off
• Tips
• Include history
• View all

Further Info Handout ASU Advising BPG
35
Viewing Test Scores and Transfer Credits
36
Viewing Test Scores Quick Review

• Campus Community gt Student Services Center
• Admissions Tab
• Shows test scores
• Transfer Credit Tab
• Shows what creditis given

37
Viewing Test Scores Quick Review
Further Info Handout Job Aid, Online Job Aid

38
HELPS
39
Job Aids and BPGs

• www.asu.edu/OASIS gt Training gt Job Aids
• Also availablevia the Help link in
  PeopleSoft!

40
MyReports

• http//www.asu.edu/it/eds/welcome.html

41
Blackboard

• MyASUCourses.asu.edu
• Search for
• OASIS courses

42
Help Desk Cases

• WWW.ASU.EDU/Support