1 Advisor 101 Welcome! This class is for advisors who will use student data in PeopleSoft to advise their students. The agenda is: –Setup PeopleSoft for Advising (SACR & Favorites) –Use PeopleSoft to see student data Student Center Program Plan Stack Unofficial Transcript Enrollment Search FERPA

2 Class Mechanics Class will run about 2 hours. There is a 30 minute presentation The rest of the time will be hands-on practice in the system Take a look at your handbook: Section 1 – This presentation Section 2 - Exercises Section 3 – Student Center BPG Section 4 – Unofficial Transcripts Section 5 – Enrollment Search Section 6 – Service Indicators Section 7 – Job Aids: Set up SACR, Add Favorites, Clear Cache, FERPA Consent and Holds, Where to Get Help, Next Steps

3 Agenda Finding Student Data in PeopleSoft –Academic Structure –Logging in –Setting User Defaults –Setting Favorites –Seeing Student Data –Ongoing Support –Next Steps

4 Academic Structure TM pg 7

5 Academic Structure – Institution INSTITUTION: There is one institution at ASU: Arizona State University – the code is ASU00

6 Academic Structure – Academic Group ACADEMIC GROUP The Academic group is the same as the colleges. There are (as of December 2006) 21 Academic groups.

7 Academic Structure - Careers CAREERS: There are four careers: Undergraduate, Graduate, Law and No-Credit

8 Academic Structure - Program PROGRAMS: A program is the academic program to which a student applies and is admitted and from which the student graduates. A program offers plans and sub-plans. It is analogous to the student’s college.

9 Academic Structure - Plans PLANS: A plan is what the student is admitted into and pursuing. A student can have multiple plans. (Major, Minor or Certificate)

10 Academic Structure – Sub Plans SUB PLANS: A sub-plan is an emphasis, concentration, or option within a plan. [Emphasis or Option in a major; Concentration area (BIS)]

11 Agenda Finding Student Data in PeopleSoft –Academic Structure –Logging in –Setting User Defaults & Favorites –Seeing Student Data –Ongoing Support –Next Steps

12 Login To PeopleSoft TM pg 3

13 Agenda Finding Student Data in PeopleSoft –Academic Structure –Logging in –Setting User Defaults & Favorites –Seeing Student Data –Ongoing Support –Next Steps

14 To the Computers! Log in to the TRAINING DATABASE: 1.Login to your computer with your ASURITE ID and password 2.Open a web browser 3.Go to 4.Login to PeopleSoft with SRADV0nn and same password. Note: You don’t have to remember this URL – it is only for use in this class.

15 Setting User Defaults You will now set your user defaults and favorites in PeopleSoft. Please set these settings: Setup SACR: –Tab 4 – set the Carry ID to checked –Tab 4 – set the Output Destination to Printer –Tab 4 – set the Transcript to unoff –Tab 1 – set any one of the defaults Navigate to the Student Center and set it as a favorite.

16 Agenda Finding Student Data in PeopleSoft –Academic Structure –Logging in –Setting User Defaults & Favorites –Seeing Student Data –Ongoing Support –Next Steps

17 Seeing Student Data – Exercise 1 Now we will “prep” to advise a student by using PeopleSoft. Turn to worksheet 1 in your manual. Together with the instructor, you will fill out the sheet, accessing these areas: 1)Student Center 2)Program Plan Stack 3)Unofficial Transcript 4)FERPA consents and holds 5)Enrollment Search

18 Seeing Student Data – Exercise 2 Now “prep” to advise a second student by using PeopleSoft. Turn to worksheet 2 in your manual. Fill out the sheet, accessing these areas: 1.Student Center 2.Program Plan Stack 3.Unofficial Transcript 4.FERPA consents and holds 5.Enrollment Search

19 Next Steps If you are NOT taking Advisor 201, stay and apply for access for two roles – SR Standard Student Pages View SR Catalog Schedule View If you ARE taking Advisor 201 –wait to apply until you finish 201.

20 Helpful Links Job Aids and Business Process Guides Requesting access, approving access or checking your request status PeopleSoft Production Help from the help desk

21 Ongoing Communication For suggestions for improvements: – put “Faculty Center Suggestion” in the subject For immediate help, submit a help ticket Select University Technology Office for the organization, Select PeopleSoft for the category Type in a summary and description of your problem. How do you want to be communicated with?

22 End of Class Questions?

23 FOR YOUR REFERENCE These next slides are for your reference after the class.

24 Menu THE HOME PAGE

25 Menu

26 Search

27 Search TM pg 13

28 Student Services Center

29 Student Services Center

30 Student Services Center

31 Student Services Center

32 Student Services Center

33 Set User Defaults

34 Set User Defaults

35 Set User Defaults

36 Set Favorites

37 Set Favorites