Changing a Student’s Plan

1. Changing a Student’s Plan Welcome! • This presentation has an audio narration. Please turn up your speakers. • You can control the presentation using these controls: • If you wish to read the narrated text, click on this icon: Slide 1 of 16

2. Changing a Student’s Plan • This class will teach you to change a student’s Major, Minor, or Program • Advising 101 is a pre-requisite to this class. Slide 2 of 16

3. Agenda • Refresher on career/program/plan • Effective dating • Navigation • The Basic Process Slide 3 of 16

4. Career, Program and Plan • Institution: Always ASU00 • Group: Department or College • Career: UGRD, GRAD, LAW, NCRED • Program: Career + Group • Plan: Major, Minor, Certificate Slide 4 of 16

5. 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) • Very Important Concept #1: Effective Dating Slide 5 of 16

6. Effective Dating • Effective Dating • The Effective Date of the change should be BEFORE or ON the start date of the term that will be effected • You can back date actions • The effective dates must be sequential as you add rows, but do not have to be consecutive Slide 6 of 16

7. Effective Dating 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 you could set the date to several days before the start of the semester. This would allow you to make additional changes between the student’s first change and the start of the semester Slide 7 of 16

8. Effectie Dating “Best Practice” dates for effective dating: Fall term – August 1 Winter term – December 1 Spring term – January 1 Summer term (all sessions) – May 1 Slide 8 of 16

9. Navigation • Changes to a student’s major, minor or program are done through the Program/Plan Stack. • This stack is accessed from the Student Services Center. • To navigate to the stack, open a web browser and go to https://hrsa.oasis.asu.edu • Then click on: Campus Community > Student Services Center. Slide 9 of 16

10. Navigation • First, you must search for the student. Slide 10 of 16

11. Navigation • If your search matches more than one student, you will see a list of students to choose from. Once you choose your student, you will see a screen like this. Click on the academics tab. Slide 11 of 16

12. Navigation • Here you can see the current academic data for the student. Notice that this student has three links. Each link will take you to a different program/plan stack. Make sure you have selected the link you want to change. Slide 12 of 16

13. Navigation • Once you have selected the right link, click on the Edit program data button to access the program/plan stack. Slide 13 of 16

14. Navigation • This is the program/plan stack. It is a stack of rows. Each row represents a change to the student’s academic program, major or minor. Slide 14 of 16

15. Basic Process The basic process includes these steps: • Check the current row – should NOT say “DGAP, DISC”. • Add a new row • Put in an effective date • Choose either PLNC (plan change) or PRGC (program change). • Edit other fields and tabs as necessary. • Save your changes. Slide 15 of 16

16. Next Steps • Return to the blackboard course and review the videos and interactive exercises that will take you through each of the different processes you can do: • Navigate to the program/plan stack • Change a Major • Add (or delete) a Minor • Change a program and Major • Add a certificate or area of emphasis. Slide 16 of 16