Advisor 101

1
Advisor 101

• Welcome!
• This class is for advisors who will use student
  data in PeopleSoft to advise their students. The
  agenda is
• Setup PeopleSoft for Advising (SACR Favorites)
• Use PeopleSoft to see student data
• Student Center
• Program Plan Stack
• Unofficial Transcript
• Enrollment Search
• FERPA

2
Class Mechanics

• Class will run about 2 hours.
• There is a 30 minute presentation
• The rest of the time will be hands-on practice in
  the system
• Take a look at your handbook
• Section 1 This presentation
• Section 2 - Exercises
• Section 3 Student Center BPG
• Section 4 Unofficial Transcripts
• Section 5 Enrollment Search
• Section 6 Service Indicators
• Section 7 Job Aids Set up SACR, Add Favorites,
  Clear Cache, FERPA Consent and Holds, Where
  to Get Help, Next Steps

3
Agenda

• Finding Student Data in PeopleSoft
• Academic Structure
• Logging in
• Setting User Defaults
• Setting Favorites
• Seeing Student Data
• Ongoing Support
• Next Steps

4
Academic Structure
TM pg 7
5
Academic Structure Institution

• INSTITUTION
• There is one institution at ASU Arizona State
  University the code is ASU00

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Academic Structure Academic Group

• ACADEMIC GROUP
• The Academic group is the same as the colleges.
  There are (as of December 2006) 21 Academic
  groups.

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Academic Structure - Careers

• CAREERSThere are four careers
• Undergraduate,
• Graduate,
• Law and
• No-Credit

8
Academic Structure - Program

• PROGRAMS
• A program is the academic program to which a
  student applies and is admitted and from which
  the student graduates. A program offers plans
  and sub-plans. It is analogous to the students
  college.

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Academic Structure - Plans

• PLANS
• A plan is what the student is admitted into and
  pursuing. A student can have multiple plans.
  (Major, Minor or Certificate)

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Academic Structure Sub Plans

• SUB PLANS
• A sub-plan is an emphasis, concentration, or
  option within a plan. Emphasis or Option in a
  major Concentration area (BIS)

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Agenda

• Finding Student Data in PeopleSoft
• Academic Structure
• Logging in
• Setting User Defaults Favorites
• Seeing Student Data
• Ongoing Support
• Next Steps

12
Login To PeopleSoft

• https//hrsa.oasis.asu.edu/

TM pg 3
13
Agenda

• Finding Student Data in PeopleSoft
• Academic Structure
• Logging in
• Setting User Defaults Favorites
• Seeing Student Data
• Ongoing Support
• Next Steps

14
To the Computers!

• Log in to the TRAINING DATABASE
• Login to your computer with your ASURITE ID and
  password
• Open a web browser
• Go to https//ASU84808DEV.MYCMSC.COM
• Login to PeopleSoft with SRADV0nn and same
  password.
• Note You dont have to remember this URL it is
  only for use in this class.

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Setting User Defaults

• You will now set your user defaults and favorites
  in PeopleSoft.
• Please set these settings
• Setup SACR
• Tab 4 set the Carry ID to checked
• Tab 4 set the Output Destination to Printer
• Tab 4 set the Transcript to unoff
• Tab 1 set any one of the defaults
• Navigate to the Student Center and set it as a
  favorite.

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Agenda

• Finding Student Data in PeopleSoft
• Academic Structure
• Logging in
• Setting User Defaults Favorites
• Seeing Student Data
• Ongoing Support
• Next Steps

17
Seeing Student Data Exercise 1

• Now we will prep to advise a student by using
  PeopleSoft.
• Turn to worksheet 1 in your manual. Together
  with the instructor, you will fill out the sheet,
  accessing these areas
• Student Center
• Program Plan Stack
• Unofficial Transcript
• FERPA consents and holds
• Enrollment Search

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Seeing Student Data Exercise 2

• Now prep to advise a second student by using
  PeopleSoft.
• Turn to worksheet 2 in your manual. Fill out the
  sheet, accessing these areas
• Student Center
• Program Plan Stack
• Unofficial Transcript
• FERPA consents and holds
• Enrollment Search

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Next Steps

• If you are NOT taking Advisor 201, stay and apply
  for access for two roles
• SR Standard Student Pages View
• SR Catalog Schedule View
• If you ARE taking Advisor 201 wait to apply
  until you finish 201.

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Helpful Links
Job Aids and Business Process Guides http//www.a
su.edu/courses/oasis/_JobAids/ Requesting
access, approving access or checking your request
status http//www.asu.edu/oasis PeopleSoft
Production https//HRSA.oasis.asu.edu Help from
the help desk http//www.asu.edu/support
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Ongoing Communication
For suggestions for improvements Email
AskOasisTraining_at_asu.edu put Faculty Center
Suggestion in the subject line. For immediate
help, submit a help ticket http//www.asu.edu/supp
ort Select University Technology Office for the
organization, Select PeopleSoft for the
categoryType in a summary and description of
your problem. How do you want to be
communicated with?
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End of Class

• Questions?

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FOR YOUR REFERENCE

• These next slides are for your reference after
  the class.

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Menu
THE HOME PAGE
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Menu
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Search
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Search
TM pg 13
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Student Services Center
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Student Services Center
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Student Services Center
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Student Services Center
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Student Services Center
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Set User Defaults
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Set User Defaults
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Set User Defaults
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Set Favorites
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Set Favorites