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Advisor 201Advisor 201
Welcome!Welcome!
This class will teach you to: This class will teach you to: • Change a student’s Program or Plan• Clear a system-generated service indicator
using the MAC system• Grant a permission override • View a student’s milestones
Advisor 101 is a Pre-requisite to this classAdvisor 101 is a Pre-requisite to this class
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Class MechanicsClass Mechanics
• Class will run about 3 hours. Class will run about 3 hours.
• Class will alternate between short lecture Class will alternate between short lecture and then hands on practice.and then hands on practice.
• Make sure you have signed inMake sure you have signed in
• There are additional pages for your There are additional pages for your participant manual.participant manual.
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Participant ManualParticipant Manual
Four new sections:Four new sections:
• Program/Plan changesProgram/Plan changes
• MACsMACs
• Permission OverridesPermission Overrides
• Student MilestonesStudent Milestones
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AgendaAgenda
Program/Plan ChangesProgram/Plan Changes• Refresher on program/Plan/Career• Effective Dating• 5 Scenarios• Terminology• Hints• Navigation• Exercises
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Program / Plan Changes Program / Plan Changes
Remember – Remember –
ProgramProgram – what a student applies to and – what a student applies to and graduates from: graduates from:
example: College of Fine Artsexample: College of Fine Arts
PlanPlan – Major, Minor, certificate – Major, Minor, certificate
example: Musicexample: Music
Career Career - Undergrad, Grad, Law, Non-Credit- Undergrad, Grad, Law, Non-Credit
TM pg 7
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Program / Plan Changes Program / Plan Changes
Effective DatingEffective Dating
In PeopleSoft, effective dating is the way In PeopleSoft, effective dating is the way we change information about a student.we change information about a student.
NEVER, NEVER, NEVER, NEVERNEVER, NEVER, NEVER, NEVER change change a piece of information in a student’s plan or a piece of information in a student’s plan or program directly. program directly.
Instead – Instead – ADD A ROWADD A ROW with the new with the new information and a information and a NEW EFFECTIVE DATENEW EFFECTIVE DATE (the date that the new info takes effect)(the date that the new info takes effect)
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Program / Plan Changes Program / Plan Changes
Effective Dating Effective Dating
Example here with screen shots?Example here with screen shots?
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Program / Plan Changes Program / Plan Changes
Effective Dating Effective Dating
• Must be chronologicalMust be chronological
• Must be on or before the start of the termMust be on or before the start of the term
• Click on the “Include History” button to see Click on the “Include History” button to see all previous program or plan changesall previous program or plan changes
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Program/Plan ChangesProgram/Plan Changes
5 different scenarios: 5 different scenarios:
• Change a PlanChange a Plan
• Add a Minor or concurrent degree in the Add a Minor or concurrent degree in the same Programsame Program
• ““Delete” a PlanDelete” a Plan
• Change a Program AND planChange a Program AND plan
• Add a concurrent Degree in a Different Add a concurrent Degree in a Different ProgramProgram
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Program/Plan ChangesProgram/Plan Changes
Change a PlanChange a Plan
This is changing a Major or Minor in a This is changing a Major or Minor in a program. program.
• Add a rowAdd a row
• Put in the new plan in the new rowPut in the new plan in the new row
• Date it to before the affected term (you can Date it to before the affected term (you can back date!) back date!)
• SaveSave
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Program/Plan ChangesProgram/Plan Changes
Add a Minor or concurrent degree in the Add a Minor or concurrent degree in the same Programsame Program
• DescriptionDescription
• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes
“ “Delete” a PlanDelete” a Plan
• DescriptionDescription
• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes
Change a Program AND planChange a Program AND plan
• DescriptionDescription
• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes
Add a concurrent Degree in a Different Add a concurrent Degree in a Different ProgramProgram
• DescriptionDescription
• Quick stepsQuick steps
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Program/Plan ChangesProgram/Plan Changes
TerminolgyTerminolgy
Review page ____ in the BPG Review page ____ in the BPG
These definitions will be used during the These definitions will be used during the exercises.exercises.
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Program/Plan ChangesProgram/Plan Changes
Helpful HintsHelpful Hints
Review page ____ in the BPGReview page ____ in the BPG
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Program/Plan ChangesProgram/Plan Changes
NavigationNavigation
Review page ____ in the BPGReview page ____ in the BPG
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Program/Plan ChangesProgram/Plan Changes
Chant with me!Chant with me!
• Include HistoryInclude History
• Date effectively – BEFORE the term startsDate effectively – BEFORE the term starts
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Program/Plan ChangesProgram/Plan Changes
ExercisesExercises
• Change a PlanChange a Plan
• Add a Minor or concurrent degree in the Add a Minor or concurrent degree in the same Programsame Program
• ““Delete” a PlanDelete” a Plan
• Change a Program AND planChange a Program AND plan
• Add a concurrent Degree in a Different Add a concurrent Degree in a Different ProgramProgram
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Program/Plan ChangesProgram/Plan Changes
More procedures in the BPGMore procedures in the BPG
Look at the list of other procedures – Look at the list of other procedures –
Discuss how they will learn them… Discuss how they will learn them…
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Rest of the classRest of the class
MacsMacs
Permission Over ridePermission Over ride
MilestonesMilestones
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Permission OverridesPermission Overrides
The purpose of the Permission Assignment The purpose of the Permission Assignment pages is to allow staff members with pages is to allow staff members with appropriate security to post overrides with appropriate security to post overrides with expiration dates for an individual student on expiration dates for an individual student on the class level or the course level (by the class level or the course level (by offering). Once an override is posted, the offering). Once an override is posted, the student can use Self Service to process the student can use Self Service to process the enrollment request on or before the enrollment request on or before the expiration date. expiration date.
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Permission OverridesPermission Overrides
The following overrides can be posted The following overrides can be posted using the using the Class Permission Assignment Class Permission Assignment PagePage and the and the Course Permission Course Permission Assignment PageAssignment Page. .
• Class Limit • Unit Load • Class Permission • Time Conflict• Requisites
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Permission OverridesPermission Overrides
NOTE:NOTE:
Depending on your security setup, you may Depending on your security setup, you may be able to post all overrides, a limited be able to post all overrides, a limited number of overrides or no overrides at all. number of overrides or no overrides at all. In addition, your security may limit you to In addition, your security may limit you to post overrides for only a limited number of post overrides for only a limited number of classes or courses (i.e. those within your classes or courses (i.e. those within your own department and/or college). own department and/or college).
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Permission OverridesPermission Overrides
Class Permission OverridesClass Permission Overrides
Class Permissions assign permission for a Class Permissions assign permission for a student to enroll in a certain section of a student to enroll in a certain section of a class. class.
They are assigned by class number.They are assigned by class number.
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Permission OverridesPermission Overrides
Class Permission OverridesClass Permission OverridesMore procedures in the BPG.More procedures in the BPG.
Path: Path: Records and Enrollment>Term Records and Enrollment>Term Processing>Class Permissions>Class Processing>Class Permissions>Class Permission AssignmentPermission Assignment
Note:Note: Overrides 3 tab will NOT be in the Overrides 3 tab will NOT be in the system when it is live.system when it is live.
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Permission OverridesPermission Overrides
Course Permission OverridesCourse Permission OverridesCourse Permissions are assigned to grant Course Permissions are assigned to grant permission for a student to enroll in any permission for a student to enroll in any section of a course. section of a course.
They are assigned by offering number. They are assigned by offering number.
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Permission OverridesPermission Overrides
Course Permission OverridesCourse Permission OverridesMore procedures in the BPG.More procedures in the BPG.
Path: Path: Records and Enrollment>Term Records and Enrollment>Term Processing>Class Permissions>Course Processing>Class Permissions>Course Permission AssignmentPermission Assignment
Note:Note: Overrides 3 tab will NOT be in the Overrides 3 tab will NOT be in the system when it is live.system when it is live.
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Permission OverridesPermission Overrides
Permission Overrides ExercisePermission Overrides Exercise
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