Slide 1 of 11 Changing a Student’s Program or Plan Welcome! This class will teach you how to change a student’s Plan (formerly called their Major or Minor)

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Changing a Student’s Program or PlanChanging a Student’s Program or Plan

Welcome!Welcome!

This class will teach you how to change a This class will teach you how to change a student’s Plan student’s Plan

(formerly called their Major or Minor)(formerly called their Major or Minor)

Note: This presentation contains narration. Please turn the sound up. If you prefer, you can click on the “notes” tab to see the text of the narration.

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ObjectiveObjective

This class will teach you to: This class will teach you to: • Change a student’s plan• Change a student’s program• Add a minor to a student’s record

Advisor 101 is a pre-requisite to this class.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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AgendaAgenda

• Refresher on career/program/planRefresher on career/program/plan

• Important Concepts: Important Concepts: • Effective Dating• Including History

• Business Process GuideBusiness Process Guide

• Hands-on exercisesHands-on exercises

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Program / Plan Changes Program / Plan Changes

• Career: undergraduate, graduate, law, non-creditCareer: undergraduate, graduate, law, non-credit• Program: what a student applies to and graduates from Program: what a student applies to and graduates from

(i.e. Katherine K. Herberger College of Fine Arts).(i.e. Katherine K. Herberger College of Fine Arts).• Plan: major, minor, certificate (i.e Art)Plan: major, minor, certificate (i.e Art)

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Program / Plan Changes Program / Plan Changes

Very Important Concept #1: Very Important Concept #1: Effective DatingEffective Dating

In PeopleSoft, effective dating is the way In PeopleSoft, effective dating is the way PeopleSoft keeps a history of changes over time.PeopleSoft keeps a history of changes over time.

When we make changes, we When we make changes, we ADD A ROWADD A ROW with with the new information and a the new information and a NEW EFFECTIVE NEW EFFECTIVE DATEDATE (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

• The Effective Date of the change must be The Effective Date of the change must be BEFORE or ON the start date of the term BEFORE or ON the start date of the term that will be effectedthat will be effected

• You can back date actionsYou can back date actions

• As you add rows, the effective dates must As you add rows, the effective dates must be sequential, but not necessarily be sequential, but not necessarily consecutiveconsecutive

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Program / Plan Changes Program / Plan Changes Effective Dating Example Effective Dating Example - Let’s say the semester starts on the 11Let’s say the semester starts on the 11thth

- Any changes made on the 11Any changes made on the 11thth or or beforebefore will take effect for that will take effect for that semestersemester

- Each change must have its own date, and they must be Each change must have its own date, and they must be chronologicalchronological

- SO if a student comes with a change, you would be clever to set 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 the date to several days before the start of the semester, so that you can sandwich additional changes between the first change and you can sandwich additional changes between the first change and the start of the semester the start of the semester SunSun

11

MonMon

22

TuesTues

33

WedWed

44

ThursThurs

55

FriFri

66

SatSat

77

88 99 1010 1111SemSemester ester startsstarts

1212 1313 1414

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Program/Plan ChangesProgram/Plan Changes

““Best Practice”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 ChangesProgram/Plan Changes

Very Important Concept #2: Very Important Concept #2: Include HistoryInclude History

You must be in “include history” mode to make You must be in “include history” mode to make changes to a student’s plan.changes to a student’s plan.•If you aren’t in “include history” mode, you may If you aren’t in “include history” mode, you may miss important information about a studentmiss important information about a student

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Program/Plan ChangesProgram/Plan Changes

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

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Program/Plan ChangesProgram/Plan Changes

3 different exercises: 3 different exercises:

• Change a planChange a plan

• Change a program and a planChange a program and a plan

• Add a minor Add a minor

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