Slide 1 of 45 Advisor 201 Learning Objectives: Enter an Advising Note using the ASU Advising Screen Clear a system-generated service indicator using the

Slide Slide 11 of 45 of 45

Advisor 201Advisor 201

Learning Objectives: Learning Objectives: • Enter an Advising Note using the ASU Advising Screen• Clear a system-generated service indicator using the

ASU Advising Signoff Screen • Set an Advisor-Placed service indicator via the Student

Center Screen• Clear a service indicator via the Student Center Screen

Advising 101 is a pre-requisite to this classAdvising 101 is a pre-requisite to this classSearch for Advising 101 via the Black Board Search Facility within the Courses tabSearch for Advising 101 via the Black Board Search Facility within the Courses tab


Class MechanicsClass Mechanics

Suggested order of viewingSuggested order of viewing• Course Materials are listed in the order they should be Course Materials are listed in the order they should be

viewedviewed• Credit for this course is acquired by passing the course Credit for this course is acquired by passing the course

testtest• The Resources section of this course contains course The Resources section of this course contains course

specific material as well as helpful PeopleSoft general specific material as well as helpful PeopleSoft general informationinformation

• The Next Steps section provides information on how to The Next Steps section provides information on how to request access roles that you will need to perform the request access roles that you will need to perform the tasks taught in this classtasks taught in this class

• The Feedback section allows you a venue to tell us how The Feedback section allows you a venue to tell us how to improve (If you like it tell a friend if not tell us …)to improve (If you like it tell a friend if not tell us …)


Student Advising SignoffStudent Advising Signoff

• Start using complete sentences here …Start using complete sentences here …

• Left off here 2/12/08 jmkLeft off here 2/12/08 jmk

• 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


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


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


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)



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)



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


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



““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



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



• NavigationNavigation

• Page 5 in the BPG

• Helpful HintsHelpful Hints• Page 7 in the BPG

• TerminologyTerminology• page 8 in the BPG



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



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



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!


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


Time for a break!Time for a break!


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



What does it look like to the student when he What does it look like to the student when he tries to register for a class that is full?tries to register for a class that is full?









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


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


Thanks for Coming!Thanks for Coming!

Thanks for all your help. You are the Thanks for all your help. You are the

best academic advisor I ever had!!best academic advisor I ever had!!

Documents

Slide 1 of 45 Advisor 201 Learning Objectives: Enter an Advising Note using the ASU Advising Screen Clear a system-generated service indicator using the