Slide 1 of 45 Using Student Data In PeopleSoft Welcome! This class is for advisors who will use student data in PeopleSoft to advise their students Fall 2007 Data Same STUDENT data you look at in SIS

Slide 2 of 45 Class Mechanics Class will run about 3 hours.Class will run about 3 hours. Sign in SheetSign in Sheet You should have:You should have: Participant Manual Evaluation Survey There is a 30 minute presentationThere is a 30 minute presentation The rest of the time will be hands on practice in the systemThe rest of the time will be hands on practice in the system

Slide 3 of 45 Participant Manual Four sections: Training Manual (supports the presentation)Training Manual (supports the presentation) Practice ExercisesPractice Exercises Business Process GuideBusiness Process Guide Job AidsJob Aids

Slide 4 of 45Agenda Finding Student Data in PeopleSoft Academic Structure Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps

Slide 5 of 45 Academic Structure TM pg 7

Slide 6 of 45Agenda Finding Student Data in PeopleSoft Academic Structure Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps

Slide 7 of 45 Benefits to PeopleSoft You and the student see the same screenYou and the student see the same screen Everything is in EnglishEverything is in English Information is logically groupedInformation is logically grouped History of program/plan changes is keptHistory of program/plan changes is kept Weekly Schedule viewWeekly Schedule view Clearing students for (or holding them from) enrollment is easier and more descriptiveClearing students for (or holding them from) enrollment is easier and more descriptive Schedule of classes retains historical and global changesSchedule of classes retains historical and global changes System will carry student’s ID number from screen to screen.System will carry student’s ID number from screen to screen.

Slide 8 of 45Agenda Finding Student Data in PeopleSoft Academic Structure Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps

Slide 9 of 45 Login To PeopleSoft TM pg 3

Slide 10 of 45Agenda Finding Student Data in PeopleSoft Academic Structure Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps

Slide 11 of 45Menu THE HOME PAGE TM pg 5

Slide 12 of 45Menu TM pg 6

Slide 13 of 45Search TM pg 11

Slide 14 of 45Search TM pg 13

Slide 15 of 45 Student Services Center TM pg 13

Slide 16 of 45 Student Services Center TM pg 13

Slide 17 of 45 Student Services Center TM pg 13

Slide 18 of 45 Student Services Center TM pg 13

Slide 19 of 45 Student Services Center TM pg 13

Slide 20 of 45Agenda Finding Student Data in PeopleSoft Academic Structure Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps

Slide 21 of 45 Set User Defaults

Slide 22 of 45 Set User Defaults

Slide 23 of 45 Set User Defaults

Slide 24 of 45Agenda Finding Student Data in PeopleSoft Academic Structure and Terminology Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps

Slide 25 of 45 Set Favorites

Slide 26 of 45 Set Favorites

Slide 27 of 45 Other Advising Classes Advisor 101 – Hands On Use the student services center to see data about the student, set service indicators Advisor 201 – Hands On MACS, Cohort reg, milestones and permissions overrides Program/Plan Change – Hands On For those that change a student’s plan or program Permissions Overrides How to give permission Overrides, but don’t do the rest of the stuff in 201. Reserve Capacity For scheduler managers Faculty Training available in January

Slide 28 of 45Agenda Finding Student Data in PeopleSoft Academic Structure and Terminology Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Hands-On Exercises

Slide 29 of 45 To be deleted

Slide 30 of 45Agenda Finding Student Data in PeopleSoft Academic Structure Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps

Slide 31 of 45 Finding Student Data Now we’re going to go find data in PeopleSoft. The Student services page is where the data resides – it is split into 7 tabs. We will go through each tab, and show you where to find what data. Find these two items in your Training manual: 1)The business Process Guide 2)The “Where to Find Student Data” job aid

Slide 32 of 45Agenda Finding Student Data in PeopleSoft Academic Structure and y Benefits to PeopleSoft Log in Menus Finding Student Data Caveats Setting User Defaults Setting Favorites Ongoing Support Next Steps