Advisor 201

1
Advisor 201

• Welcome!
• This class will teach you to
• Change a students Program or Plan
• Clear a system-generated service indicator using
  the MAC system
• Grant a permission override
• View a students milestones
• Advisor 101 is a Pre-requisite to this class

2
Class Mechanics

• Class will run about 3 hours.
• Class will alternate between short lecture and
  then hands on practice.
• Make sure you have signed in
• There are additional pages for your participant
  manual.

3
Participant Manual

• Four new sections
• Program/Plan changes
• MACs
• Permission Overrides
• Student Milestones

4
Agenda

• Program/Plan Changes
• Refresher on program/Plan/Career
• Effective Dating
• 5 Scenarios
• Terminology
• Hints
• Navigation
• Exercises

5
Program / Plan Changes

• Remember
• Program what a student applies to and
  graduates from
• example College of Fine Arts
• Plan Major, Minor, certificate
• example Music
• Career - Undergrad, Grad, Law, Non-Credit

TM pg 7
6
Program / Plan Changes

• Effective Dating

In PeopleSoft, effective dating is the way we
change information about a student. NEVER,
NEVER, NEVER, NEVER change a piece of information
in a students plan or program directly.
Instead ADD A ROW with the new information
and a NEW EFFECTIVE DATE (the date that the new
info takes effect)
7
Program / Plan Changes

• Effective Dating
• Example here with screen shots?

8
Program / Plan Changes

• Effective Dating
• Must be chronological
• Must be on or before the start of the term
• Click on the Include History button to see all
  previous program or plan changes

9
Program/Plan Changes

• 5 different scenarios
• Change a Plan
• Add a Minor or concurrent degree in the same
  Program
• Delete a Plan
• Change a Program AND plan
• Add a concurrent Degree in a Different Program

10
Program/Plan Changes

• Change a Plan
• This is changing a Major or Minor in a program.
• Add a row
• Put in the new plan in the new row
• Date it to before the affected term (you can back
  date!)
• Save

11
Program/Plan Changes

• Add a Minor or concurrent degree in the same
  Program
• Description
• Quick steps

12
Program/Plan Changes

• Delete a Plan
• Description
• Quick steps

13
Program/Plan Changes

• Change a Program AND plan
• Description
• Quick steps

14
Program/Plan Changes

• Add a concurrent Degree in a Different Program
• Description
• Quick steps

15
Program/Plan Changes

• Terminolgy
• Review page ____ in the BPG
• These definitions will be used during the
  exercises.

16
Program/Plan Changes

• Helpful Hints
• Review page ____ in the BPG

17
Program/Plan Changes

• Navigation
• Review page ____ in the BPG

18
Program/Plan Changes

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

19
Program/Plan Changes

• Exercises
• Change a Plan
• Add a Minor or concurrent degree in the same
  Program
• Delete a Plan
• Change a Program AND plan
• Add a concurrent Degree in a Different Program

20
Program/Plan Changes

• More procedures in the BPG
• Look at the list of other procedures
• Discuss how they will learn them

21
Rest of the class

• Macs
• Permission Over ride
• Milestones

22
Permission Overrides

• The purpose of the Permission Assignment pages
  is to allow staff members with appropriate
  security to post overrides with expiration dates
  for an individual student on the class level or
  the course level (by offering). Once an override
  is posted, the student can use Self Service to
  process the enrollment request on or before the
  expiration date.

23
Permission Overrides

• The following overrides can be posted using the
  Class Permission Assignment Page and the Course
  Permission Assignment Page.
• Class Limit
• Unit Load
• Class Permission
• Time Conflict
• Requisites

24
Permission Overrides

• NOTE
• Depending on your security setup, you may be
  able to post all overrides, a limited number of
  overrides or no overrides at all. In addition,
  your security may limit you to post overrides for
  only a limited number of classes or courses (i.e.
  those within your own department and/or college).

25
Permission Overrides

• Class Permission Overrides
• Class Permissions assign permission for a
  student to enroll in a certain section of a
  class.
• They are assigned by class number.

26
Permission Overrides

• Class Permission Overrides
• More procedures in the BPG.
• Path Records and EnrollmentgtTerm
  ProcessinggtClass PermissionsgtClass Permission
  Assignment
• Note Overrides 3 tab will NOT be in the system
  when it is live.

27
Permission Overrides

• Course Permission Overrides
• Course Permissions are assigned to grant
  permission for a student to enroll in any section
  of a course.
• They are assigned by offering number.

28
Permission Overrides

• Course Permission Overrides
• More procedures in the BPG.
• Path Records and EnrollmentgtTerm
  ProcessinggtClass PermissionsgtCourse Permission
  Assignment
• Note Overrides 3 tab will NOT be in the system
  when it is live.

29
Permission Overrides

• Permission Overrides Exercise