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Advisor 201. Welcome! 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 class. Class Mechanics.
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Advisor 201 • Welcome! • 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 class Slide 1 of 45
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. Slide 2 of 45
Participant Manual • Four new sections: • Program/Plan changes • MACs • Permission Overrides • Student Milestones Slide 3 of 45
Agenda • Program/Plan Changes • Refresher on program/Plan/Career • Effective Dating • 5 Scenarios • Terminology • Hints • Navigation • Exercises Slide 4 of 45
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 Slide 5 of 45
Program / Plan Changes In PeopleSoft, effective dating is the way we change information about a student. NEVER, NEVER, NEVER, NEVER change a piece of information in a student’s 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) • Effective Dating Slide 6 of 45
Program / Plan Changes • Effective Dating • Example here with screen shots? Slide 7 of 45
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 Slide 8 of 45
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 Slide 9 of 45
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 Slide 10 of 45
Program/Plan Changes • Add a Minor or concurrent degree in the same Program • Description • Quick steps Slide 11 of 45
Program/Plan Changes • “Delete” a Plan • Description • Quick steps Slide 12 of 45
Program/Plan Changes • Change a Program AND plan • Description • Quick steps Slide 13 of 45
Program/Plan Changes • Add a concurrent Degree in a Different Program • Description • Quick steps Slide 14 of 45
Program/Plan Changes • Terminolgy • Review page ____ in the BPG • These definitions will be used during the exercises. Slide 15 of 45
Program/Plan Changes • Helpful Hints • Review page ____ in the BPG Slide 16 of 45
Program/Plan Changes • Navigation • Review page ____ in the BPG Slide 17 of 45
Program/Plan Changes • Chant with me! • Include History • Date effectively – BEFORE the term starts Slide 18 of 45
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 Slide 19 of 45
Program/Plan Changes • More procedures in the BPG • Look at the list of other procedures – • Discuss how they will learn them… Slide 20 of 45
Rest of the class • Macs • Permission Over ride • Milestones Slide 21 of 45
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. Slide 22 of 45
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 Slide 23 of 45
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). Slide 24 of 45
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. Slide 25 of 45
Permission Overrides • Class Permission Overrides • More procedures in the BPG. • Path: Records and Enrollment>Term Processing>Class Permissions>Class Permission Assignment • Note: Overrides 3 tab will NOT be in the system when it is live. Slide 26 of 45
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. Slide 27 of 45
Permission Overrides • Course Permission Overrides • More procedures in the BPG. • Path: Records and Enrollment>Term Processing>Class Permissions>Course Permission Assignment • Note: Overrides 3 tab will NOT be in the system when it is live. Slide 28 of 45
Permission Overrides • Permission Overrides Exercise Slide 29 of 45
