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Slide Slide 1 of 45 of 45 Advisor 201 Advisor 201 Welcome! Welcome! Please don’t log on to the Please don’t log on to the computer until the instructor computer until the instructor tells you it’s time. tells you it’s time. Thanks Thanks
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Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Jan 04, 2016

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Alfred Fisher
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Page 1: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 11 of 45 of 45

Advisor 201Advisor 201

Welcome!Welcome!

Please don’t log on to the computer until the Please don’t log on to the computer until the instructor tells you it’s time. instructor tells you it’s time.

ThanksThanks

Page 2: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 22 of 45 of 45

Advisor 201Advisor 201

This class will teach you to: This class will teach you to: • Clear a system-generated service indicator

using the Student Advising Signoff screen • Change a student’s program and/or plan• Grant a permission override

Advisor 101 is a pre-requisite to this classAdvisor 101 is a pre-requisite to this class

Page 3: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 33 of 45 of 45

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 practiceand then hands on practice

• Make sure you signed the sign-in sheetMake sure you signed the sign-in sheet

• You now have additional pages for your You now have additional pages for your OASIS training binderOASIS training binder

Page 4: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 44 of 45 of 45

OASIS Training BinderOASIS Training Binder

Three new sections:Three new sections:

• Student Advising SignoffStudent Advising Signoff

• Program/Plan ChangesProgram/Plan Changes

• Permission OverridesPermission Overrides

Page 5: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 55 of 45 of 45

Student Advising SignoffStudent Advising Signoff

• The new “MACS”The new “MACS”

• Used to clear “system generated” advising Used to clear “system generated” advising holds & keep notes on studentsholds & keep notes on students

Page 6: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 66 of 45 of 45

Student Advising SignoffStudent Advising Signoff

• Hands-on ExerciseHands-on Exercise• Please Log into the computer nowPlease 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 instructionsWait at the home page for further instructions

Page 7: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 77 of 45 of 45

Program/Plan ChangesProgram/Plan Changes

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

• Effective datingEffective dating

• TerminologyTerminology

• HintsHints

• NavigationNavigation

• Five hands-on exercisesFive hands-on exercises

Page 8: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 88 of 45 of 45

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 Music)Plan: major, minor, certificate (i.e Music)

Page 9: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 99 of 45 of 45

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)

Page 10: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1010 of 45 of 45

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

Page 11: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1111 of 45 of 45

Program / Plan Changes Program / Plan Changes Effective Dating Example Effective Dating Example -Pretend the semester starts on the 11Pretend 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 chronologicalEach 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 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 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 sandwich additional changes between the first change and the start of the semester 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

Page 12: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1212 of 45 of 45

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

Page 13: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1313 of 45 of 45

Program/Plan ChangesProgram/Plan Changes

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

• You must be in “include history” mode to You must be in “include history” mode to make program change actionsmake program change actions

• If you aren’t in “include history” mode, you If you aren’t in “include history” mode, you may miss important information about a may miss important information about a studentstudent

Page 14: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1414 of 45 of 45

Program/Plan ChangesProgram/Plan Changes

• NavigationNavigation

• Page 5 in the BPG

• Helpful HintsHelpful Hints• Page 7 in the BPG

• TerminologyTerminology• page 8 in the BPG

Page 15: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1515 of 45 of 45

Program/Plan ChangesProgram/Plan Changes

Very Important Concepts – Chant with me!Very Important Concepts – Chant with me!

• Date effectively – BEFORE the term startsDate effectively – BEFORE the term starts

• Include HistoryInclude History

Page 16: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1616 of 45 of 45

Program/Plan ChangesProgram/Plan Changes

5 different scenarios: 5 different scenarios:

• Change a planChange a plan

• Add a minor Add a minor

• Change a program and planChange a program and plan

• Add a concurrent degree in a different Add a concurrent degree in a different programprogram

• Discontinue a program and planDiscontinue a program and plan

Page 17: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1717 of 45 of 45

Program/Plan ChangesProgram/Plan Changes

Hands-on ExercisesHands-on Exercises

Please pair up.Please pair up.

We will debrief after each exercise. Please We will debrief after each exercise. Please do not work ahead. do not work ahead.

Thanks!Thanks!

Page 18: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1818 of 45 of 45

Program/Plan ChangesProgram/Plan Changes• Wrap-up & debrief Wrap-up & debrief

• Student Advising Signoff• Program/plan changes• Two very important concepts

• Business Process Guides containBusiness Process Guides contain• Step-by-step instructions• Definitions• More detailed information about each field

• Coming up after the break: Permission OverridesComing up after the break: Permission Overrides

Page 19: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 1919 of 45 of 45

Time for a break!Time for a break!

Page 20: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 2020 of 45 of 45

Permission OverridesPermission Overrides

• PurposePurpose

• Types of Permission OverridesTypes of Permission Overrides• Class limit• Class permission• Override requisites• Time conflict

• Very Important Concept #3: Very Important Concept #3: Course vs. ClassCourse vs. Class

Page 21: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 2121 of 45 of 45

Permission OverridesPermission Overrides

Hands-On ExerciseHands-On Exercise

Peter needs an override into a section of Peter needs an override into a section of PGS 101 PGS 101

Page 22: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 2222 of 45 of 45

Final RemarksFinal Remarks

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

Page 23: Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks.

Slide Slide 2323 of 45 of 45

Thanks for Coming!Thanks for Coming!

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