1. Preparation is Key: Steps to Take for a Smooth Implementation of the New Colleague Student Planning Module Elizabeth White Registrar SACRAO 2015

3. New Student Planning: WebAdvisor Transformation A Sneak Peek...Welcome to Student Planning: the next generation of online registration and advising Beta Rollout to FYS students and 76 advisors in 2014/FA for 2015/SP online registration... Going live campuswide for 2015 Summer and Fall online registration!

15. How Do Advisor and Student Views Compare? In the new Student Planning module, the advisor and the student see similar views with basically the same features. Student Menu Bar Advisor Menu Bar

18. WebAdvisor provides course list and grades; Student Planning provides Unofficial Transcript

19. TRWP Transcript Web Parameter must match transcript groupings in PROG  For unofficial transcript viewing and printing  Ellucian still modifying unofficial transcript functions  Currently works for advisor access but not student view  In current release only active programs appear on unofficial transcript  Upcoming release will allow all programs and historical data to be incorporated as well as student viewing/printing

21. Now that your interest is piqued What steps can be taken to implement Student Planning efficiently and effectively? 1) Must have implemented Degree Audit 2) Get buy-in from Deans and Directors 3) Maintain a great relationship with School Administrative Assistants 4) Plan ahead and allow plenty of time 5) Stagger data requests so faculty and admin assistants aren’t overwhelmed 6) The more that can be completed in advance, the more utility and benefits for students and advisors

22. COFF Session & Yearly Cycles

23. CUTK: Curriculum Track Academic Program and Catalog must be populated here Verify that APRS and CUTK match … This ties the curriculum track to the program so that when a student loads a sample plan, the correct catalog year and courses populate Some programs lend themselves to detailed program tracking Better to input some guidance than no planning at all … Are some gen ed requirements appropriate to schedule?

24. SECY & YRCY Session & Yearly Cycles

25. Session & Yearly Cycles – Student Planning

26. PROG Desc - Description

27. Student Planning Description Indicating “More …”

28. Student Planning: Complete Description

29. SUBJ Filter for Student Planning (Similar to WSRP for WebAdvisor)

30. CRSE: Course Type as Filter

31. MCOM Classes Unfiltered

32. MCOM Filtered Gen Ed EC

33. VAL Table – DU Course Type Exclusion from Degree Audit

34. Course Catalog Filter: Online or Not

35. MCOM Filtered for Gen Ed

36. FADV & FADT Advisor/Advisee

38. RYAT: Fall & Spring Default Terms

39. RYAT: Summer Automatic Exclusion

40. CTLG: Start & End Dates & Programs

41. SACP : Anticipated Completion Date must be in the future

42. CPWP: Define Default Catalog Year Policy

43. Preparation is Key: Steps to Take for a Smooth Implementation of the New Colleague Student Planning Module  Elizabeth B. White  Registrar  Shenandoah University  540-665-4914  ewhite2@su.edu