Changing a Students Program or Plan

1
Changing a Students Program or Plan

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

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Advisor 201

• This class will teach you to
• Clear a system-generated service indicator using
  the Student Advising Signoff screen
• Change a students program and/or plan
• Grant a permission override
• Advisor 101 is a pre-requisite to this class

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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

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OASIS Training Binder

• Three new sections
• Student Advising Signoff
• Program/Plan Changes
• Permission Overrides

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Student Advising Signoff

• The new MACS
• Used to clear system generated advising holds
  keep notes on students

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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

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Program/Plan Changes

• Refresher on career/program/plan
• Effective dating
• Terminology
• Hints
• Navigation
• Five 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 Music)

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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
• 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

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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
  program change actions
• If you arent in include history mode, you may
  miss important information about a student

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Program/Plan Changes

• Navigation
• Page 5 in the BPG
• Helpful Hints
• Page 7 in the BPG
• Terminology
• page 8 in the BPG

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Program/Plan Changes

• Very Important Concepts Chant with me!
• Date effectively BEFORE the term starts
• Include History

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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

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Program/Plan Changes

• Hands-on Exercises
• Please pair up.
• We will debrief after each exercise. Please do
  not work ahead.
• Thanks!

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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

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Time for a break!
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Permission Overrides

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

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Permission Overrides

• Hands-On Exercise
• Peter needs an override into a section of PGS 101

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Final Remarks

• Permission Override Business Process Guide
  contains
• Step-by-step instructions
• Definitions
• More detailed information about each field

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Thanks for Coming!

• Please complete your evaluation form