From Admission to Graduation Lifecycle of a Student From Admission to Graduation

Inara Lysne Business Analyst, Senior Speaker Inara Lysne Business Analyst, Senior

UAccess Student Modules AA – Academic Advising AD – Admissions CC – Campus Community FA – Financial Aid GC – Graduate and Professional Colleges SF – Student Financials SR – Student Records TC – Transfer Credit

UAccess Student Team 13 Business Analysts 5 In-House Developers 3 Consultant Developers

Our Example Student Undergraduate Domestic Freshman Main Campus Pre-Journalism Unable to cover every population and scenario

Applying for Admissions

UA Application Summary

Education History

Education History

Education History

Education History

Test Scores

Checklists

Checklists

Checklists

Checklists

Application Data

Application Data

Application Data

Application Data

Application Data

Application Data

Application Data

Next Steps Center

Next Steps Center

Financial Aid Focus Scholarships Loans Institutional Federal

Financial Aid Lifecycle

Financial Aid Lifecycle

Admissions Data Merit Aid Residency

Budgeting & Packaging FAFSA: Free Application for Federal Student Aid COA: Cost of Attendance Need based and merit awards

Verification Verify student data If issues Hold disbursements Create checklists

Student Records Data Financial Aid Load Units Career, Program, Plan

Authorization & Disbursements Checklists Minimum units Residency Bursars account

Becky Ezzo Business Analyst, Senior Speaker Becky Ezzo Business Analyst, Senior

UAccess Student

UAccess Student

What Do We Do? Communication Collaboration Integrity Customer Focus Accountability Communication

Stakeholders Office of the Registrar Registration and Transcripts Room and Course Scheduling Office of Curricular Affairs Academic Departments and Faculty

No More Paper! Registration and Transcripts Students submit GRO’s online!

Lessor Known Statistics UAccess Student: Over 20,000 pages 10,000 components 683 menu items Student Records: Over 160 Customizations

Career/Program/Plan (CPP)

Academic Plan/Major

Term Activation Students must have an active academic program Creates a Term Record Prior to enrollment for each semester Allows for enrollment appointment processing

Term Activation

Enrollment Appointments for a Continuing Student

Validation Appointment for a Continuing Student

Orientation Enrollment Appointment

Prescheduler Initial schedule for each freshman Before Orientation Session Specific for each college or major

Prescheduler Setup

Prescheduler Setup

Prescheduler Setup

Prescheduler Setup

Prescheduler Summary

Prescheduler Results

Natalie Shue Business Analyst Speaker Natalie Shue Business Analyst

Academic Advising Advisors are there to help students with their academic development throughout their degree progress Most Used Pages: Student Services Center, the Advisement Report, Transfer Credit, Course History, Course Exceptions Advisor-Only UAccess Analytics Dashboards

New & Continuing Students Forward momentum each semester towards graduation

Continuing Students Applications for Federal Financial Aid Academic advisement Enrollment in courses Tuition & fees Federal Aid & Merit Aid packaging & disbursement

Advisement Report The Advisement Report (ADVIP) is the document that tracks the student’s progress towards degree completion Living document that updates each time a change is made

Advisement Report

Course History Tracks all coursework Enrolled, grades earned A quick way to see what the student has completed and enrolled in

Transfer Credit Registrar's Office receives and processes paper transcripts DSA (Document Storage & Archive) scans paper transcripts XML & scanned paper transcripts create a file and the image is stored in OnBase The file is loaded the next day and runs through Search/Match/Post Matched transcripts are loaded into External Education>Courses & Degrees tab Transfer credit models are created/updated Transfer Credit Summary report is available to view Registrar's office articulates transfer coursework Upon Matriculation & Term Activation, models are posted to the student's record

Transfer Credit

Applying for Graduation Requirements: Undergraduate Senior Earned 90 or more units In an eligible degree program

Applied for Graduation Eligible = Can apply but hasn’t Applied = Student submitted; DAW not complete In Review = DAW submitted to Grad Services by Advisor Pending = Grad Services Review Complete

Degree Completion

Congratulations!

Thank You! Questions?