Slide 1 of 45 Advisor 201 Welcome! This class will teach you to: Change a student’s Program or Plan Clear a system-generated service indicator using the MAC system Grant a permission override View a student’s milestones Advisor 101 is a Pre-requisite to this class

Slide 2 of 45 Class Mechanics Class will run about 3 hours.Class will run about 3 hours. Class will alternate between short lecture and then hands on practice.Class will alternate between short lecture and then hands on practice. Make sure you have signed inMake sure you have signed in There are additional pages for your participant manual.There are additional pages for your participant manual.

Slide 3 of 45 Participant Manual Four new sections: Program/Plan changesProgram/Plan changes MACsMACs Permission OverridesPermission Overrides Student MilestonesStudent Milestones

Slide 4 of 45Agenda Program/Plan Changes Refresher on program/Plan/Career Effective Dating 5 Scenarios Terminology Hints Navigation Exercises

Slide 5 of 45 Program / Plan Changes Remember – Program – what a student applies to and graduates from: example: College of Fine Arts Plan – Major, Minor, certificate example: Music Career - Undergrad, Grad, Law, Non-Credit TM pg 7

Slide 6 of 45 Program / Plan Changes Effective Dating In PeopleSoft, effective dating is the way we change information about a student. NEVER, NEVER, NEVER, NEVER change a piece of information in a student’s plan or program directly. Instead – ADD A ROW with the new information and a NEW EFFECTIVE DATE (the date that the new info takes effect)

Slide 7 of 45 Program / Plan Changes Effective Dating Example here with screen shots?

Slide 8 of 45 Program / Plan Changes Effective Dating Must be chronologicalMust be chronological Must be on or before the start of the termMust be on or before the start of the term Click on the “Include History” button to see all previous program or plan changesClick on the “Include History” button to see all previous program or plan changes

Slide 9 of 45 Program/Plan Changes 5 different scenarios: Change a PlanChange a Plan Add a Minor or concurrent degree in the same ProgramAdd a Minor or concurrent degree in the same Program “Delete” a Plan“Delete” a Plan Change a Program AND planChange a Program AND plan Add a concurrent Degree in a Different ProgramAdd a concurrent Degree in a Different Program

Slide 10 of 45 Program/Plan Changes Change a Plan This is changing a Major or Minor in a program. This is changing a Major or Minor in a program. Add a rowAdd a row Put in the new plan in the new rowPut in the new plan in the new row Date it to before the affected term (you can back date!)Date it to before the affected term (you can back date!) SaveSave

Slide 11 of 45 Program/Plan Changes Add a Minor or concurrent degree in the same Program Description Description Quick stepsQuick steps

Slide 12 of 45 Program/Plan Changes “Delete” a Plan “Delete” a Plan Description Description Quick stepsQuick steps

Slide 13 of 45 Program/Plan Changes Change a Program AND plan Change a Program AND plan Description Description Quick stepsQuick steps

Slide 14 of 45 Program/Plan Changes Add a concurrent Degree in a Different Program Add a concurrent Degree in a Different Program Description Description Quick stepsQuick steps

Slide 15 of 45 Program/Plan Changes Terminolgy Terminolgy Review page ____ in the BPG These definitions will be used during the exercises.

Slide 16 of 45 Program/Plan Changes Helpful Hints Helpful Hints Review page ____ in the BPG

Slide 17 of 45 Program/Plan Changes Navigation Navigation Review page ____ in the BPG

Slide 18 of 45 Program/Plan Changes Chant with me! Chant with me! Include HistoryInclude History Date effectively – BEFORE the term startsDate effectively – BEFORE the term starts

Slide 19 of 45 Program/Plan Changes Exercises Exercises Change a PlanChange a Plan Add a Minor or concurrent degree in the same ProgramAdd a Minor or concurrent degree in the same Program “Delete” a Plan“Delete” a Plan Change a Program AND planChange a Program AND plan Add a concurrent Degree in a Different ProgramAdd a concurrent Degree in a Different Program

Slide 20 of 45 Program/Plan Changes More procedures in the BPG More procedures in the BPG Look at the list of other procedures – Discuss how they will learn them…

Slide 21 of 45 Rest of the class Macs Permission Over ride Milestones

Slide 22 of 45 Permission Overrides The purpose of the Permission Assignment pages is to allow staff members with appropriate security to post overrides with expiration dates for an individual student on the class level or the course level (by offering). Once an override is posted, the student can use Self Service to process the enrollment request on or before the expiration date. The purpose of the Permission Assignment pages is to allow staff members with appropriate security to post overrides with expiration dates for an individual student on the class level or the course level (by offering). Once an override is posted, the student can use Self Service to process the enrollment request on or before the expiration date.

Slide 23 of 45 Permission Overrides The following overrides can be posted using the Class Permission Assignment Page and the Course Permission Assignment Page. Class Limit Unit Load Class Permission Time Conflict Requisites

Slide 24 of 45 Permission Overrides NOTE: Depending on your security setup, you may be able to post all overrides, a limited number of overrides or no overrides at all. In addition, your security may limit you to post overrides for only a limited number of classes or courses (i.e. those within your own department and/or college).

Slide 25 of 45 Permission Overrides Class Permission Overrides Class Permissions assign permission for a student to enroll in a certain section of a class. They are assigned by class number.

Slide 26 of 45 Permission Overrides Class Permission Overrides More procedures in the BPG. Path: Records and Enrollment>Term Processing>Class Permissions>Class Permission Assignment Note: Overrides 3 tab will NOT be in the system when it is live.

Slide 27 of 45 Permission Overrides Course Permission Overrides Course Permissions are assigned to grant permission for a student to enroll in any section of a course. They are assigned by offering number.

Slide 28 of 45 Permission Overrides Course Permission Overrides More procedures in the BPG. Path: Records and Enrollment>Term Processing>Class Permissions>Course Permission Assignment Note: Overrides 3 tab will NOT be in the system when it is live.

Slide 29 of 45 Permission Overrides Permission Overrides Exercise