v9 ISIS Upgrade ISIS v9 Transition Demo University of Wisconsin Madison Kathleen Cummings, ISIS Training

Key Dates August 1 5 pm ISIS v8.9 turned ‘Off’ August 11 8 am ISIS v9 turned ‘On’ There is NO access to ISIS between these dates; hence, no student data changes.

Main v9 Topics Menu Paths / Menu Search New FERPA Display Page Favorites Class Permissions Service Indicators Student Groups Student & Faculty Centers

v9 ISIS Upgrade ISIS Basics

Same Logon Page, ID, PW

Same Side & Graphic Menu

Same Find Page

v9 ISIS Upgrade Menu Path Changes

Menu Path Quick Guides For more info reference Training, ISIS Support Materials

Menu Path Quick Guide

TT Inquiry Menu Change ISIS v8.9 Custom Timetable Inquiry menu path removed ISIS v9 Now under Schedule of Classes Security drives whether you have access to view only or update

Permissions Menu Change ISIS v8.9 View Class Permissions menu path removed ISIS v9 Now Class Permissions Security drives whether you have access to view only or update

Update Sections Menu Change ISIS v8.9 Update Sections – Enrollment menu path removed ISIS v9 Always use Update Sections of a Class Security drives whether you have access to view only or update

Class Search Menu Change ISIS v8.9 Class Search menu path modified ISIS v9 Class Search History displays ALL Terms

Class Search Menu Change ISIS v8.9 Class Search menu path modified ISIS v9 Class Search displays 4 most recent published terms ONLY Notice: Browse Catalog Removed

Menu Search Box Use Menu Search Box To search for menu items 1)Type in word(s) 2)Click >> Start

Menu Search Box Matching Results Display Click item you want

Menu Search Box Selected Page Displays

Menu Search Box For more info reference Training, Web-Based Training Training

Menu Path Quick Guides For more info reference Training, ISIS Support Materials

v9 ISIS Upgrade FERPA Family Educational Rights and Privacy Act

Only displays on students who asked for directory information to be withheld FERPA Shade Still Exists

Click on to see this page: FERPA Shade View Click links above to see releasable info

Review FERPA Display >Campus Community >Personal Information >Biographical >Person FERPA >Review FERPA Display *NEW* Only way to view all releasable data for EVERY student Note: Does not display on this page

v9 ISIS Upgrade ISIS Favorites

Setting Favorites 1 Navigate to ISIS page you want as Fav. 2 Click Add to Favorites

Setting Favorites 3Change Description if desired 4Click OK

Setting Favorites New Favorite is added to ‘My Favorites’

Editing Favorites You can change the name of the favorite

Editing Favorites You can change the display order

Editing Favorites You can delete favorites (e.g. v8.9 Favorites that did not convert)

Favorites that Converted In ISIS v9, click ‘My Favorites’ to view WORKING / GOOD favorites that converted from v8.9 to v9 e.g. menu path stayed the same

Finding Favorites that Did Not Convert Click Edit Favorites. Compare: ‘My Favorites’ and the ‘Edit Favorites’ list and delete all the 'broken' favorites in the ‘Edit Favorites’ list that are not listed in the ‘My Favorites’ list

Finding Favorites that Did Not Convert Idea: Print ‘Edit Favorites’ list before you [Delete] ‘broken’ favorites; therefore, you know what favorites you may want to recreate.

Favorites For more info reference Training, Web-Based Training Training

v9 ISIS Upgrade Permissions

Class Permission Changes

Can create condition specific permission: - class closed - class requisites - instructor/dept consent

Class Permission Changes Check what you want to override

If All Checked Student can enroll no matter what. Permission Valid for ANY of the conditions checked:

Scenario – Student can enroll Section :Closed Enforced Requisites No Consent Student : Doesn’t meet Requisites Permission Closed Allows: Requisites not met Instructor or Dept Consent

Scenario – Student can enroll Section: Closed Instructor Consent PermissionClosed Allows:Requisites not met Instructor or Dept Consent

If Closed Class Unchecked Student can enroll only if section OPEN

Scenario – student cannot enroll Section: Closed Enforced Requisites No Consent Student: Doesn’t meet Requisites PermissionOnly if section open Allows:Requisites not met Instructor or Dept Consent

Scenario – student can enroll Section: Open Enforced Requisites No Consent Student: Doesn’t meet Requisites PermissionOnly if section open Allows:Requisites not met Instructor or Dept Consent

Requisites Not Met Unchecked Student can enroll only if Requisites met

Scenario: Student cannot enroll Section: Closed Enforced Requisites No Consent Student: Doesn’t meet Requisites PermissionClosed Allows:Instructor or Dept Consent

Scenario: Student can enroll Section: Closed Enforced Requisites No Consent Student: Meets Requisites PermissionClosed Allows:Instructor or Dept Consent

Can Change Defaults for new rows

Class Permission Tabs Using the various tabs, you can change each permission to have different privileges.

Class Permission Tabs Using the various tabs, you can change each permission to have different privileges.

Class Permission Tabs Always Keep This Checked Remember: Check what you want to override.

Class Permission Tabs

Use this ‘Show All’ tab to view all fields for each student.

Class Permission Tabs All fields available for each student. Note: Scroll to see all Click to see tabs again

Class Permission Changes

For more info reference Training, Web-Based Training Training (4 min.)

v9 ISIS Upgrade Service Indicators

Service Indicator Changes Same essential functionality New summary page New look to layout New way to view, add, edit New feature: can specify End Date or End Term

Service Indicators Summary

View

Service Indicators Add

Add

Service Indicator Edit/Remove

Edit Remove

Add, Edit Remove

Service Indicator Released

Warning: End Term & Date Service Indicators can ‘expire’ if End Term and /or End Date are used. Expired service indicators still display on this page and the Student Center. Therefore, you still must ‘Release’ the expired service indicator. We suggest you AVOID using End Term and End Date for enrollment based holds

Service Indicator Summary For more info reference Training, Web Based Training Based Training

v9 ISIS Upgrade Student Groups

Student Group Changes New Group View: ‘View Student Groups by Student’ New Security: Can only update ‘your’ group

View Student by Std Group >Records and Enrollment >Career and Program Information

Student Group Page Same Now Can ONLY Add, Edit, or Delete your student group(s)

v9 ISIS Upgrade Consent

Add Consent

Maintain Schedule of Classes

v9 ISIS Upgrade Student Center

For more info reference My UW Madison Or Student Demos at

v9 ISIS Upgrade Faculty Center

For more info reference For Faculty & Staff, Class Rosters, Grades Training, ISIS Support Materials

v9 ISIS Upgrade Learn More About ISIS v9

Training Options Self-Paced Learning Web-Based Training Documentation Instructor-Led Learning V9 Transition Demonstration

Go to ISIS website:

New ISIS Users in August Standard ISIS classes offered in late August Audience – New to that ISIS function

v9 ISIS Upgrade In Summary

Key Dates August 11 8 am ISIS v9 turned ‘On’ There is NO access to ISIS until Aug 11; hence, no student data changes

Summary: What’s different? Menu Changes Class Permissions Service Indicators Student Group Security New Student Group View

In Summary Same logon & web address Same look & feel Most favorites should convert Some menu path changes New functionality use web-based training

Communicate Share what you learn today with others! Read ISIS s Reference ISIS website for ALL info

v9 ISIS Upgrade Thank YOU for Attending! Watch the ISIS Website for updates!