Slide 1 of 11

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Changing a Students Program or Plan

• Welcome!
• This class will teach you how to change a
  students Plan (formerly called their Major or
  Minor)

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Objective

• This class will teach you to
• Change a students plan
• Change a students program
• Add a minor to a students record
• Advisor 101 is a pre-requisite to this class.
• You can take Advisor 101 on-line via blackboard,
  in the same location as this class.

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Agenda

• Refresher on career/program/plan
• Important Concepts
• Effective Dating
• Including History
• Business Process Guide
• Hands-on exercises

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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 Art)

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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)
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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

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Program / Plan Changes

• Effective Dating Example
• Lets say 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

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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

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Program/Plan Changes

• Very Important Concept 2 Include History
• You must be in include history mode to make
  changes to a students plan.
• If you arent in include history mode, you may
  miss important information about a student

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Program/Plan Changes

• Please review these three sections of the
  Business Process Guide now.
• Navigation
• Helpful Hints
• Terminology

11
Program/Plan Changes

• 3 different exercises
• Change a plan
• Change a program and a plan
• Add a minor

This concludes this presentation. Close this
window and go to the next part of the class, the
hands-on exercises.