1. Slide 1 of 45 Advisor 201 Welcome! Please don’t log on to the computer until the instructor tells you it’s time. Thanks

2. Slide 2 of 45 Advisor 201 This class will teach you to: Clear a system-generated service indicator using the Student Advising Signoff screen Change a student’s program and/or plan Grant a permission override Advisor 101 is a pre-requisite to this class

3. Slide 3 of 45 Class Mechanics Class will run about 3 hoursClass will run about 3 hours Class will alternate between short lecture and then hands on practiceClass will alternate between short lecture and then hands on practice Make sure you signed the sign-in sheetMake sure you signed the sign-in sheet You now have additional pages for your OASIS training binderYou now have additional pages for your OASIS training binder

4. Slide 4 of 45 OASIS Training Binder Three new sections: Student Advising SignoffStudent Advising Signoff Program/Plan ChangesProgram/Plan Changes Permission OverridesPermission Overrides

5. Slide 5 of 45 Student Advising Signoff The new “MACS”The new “MACS” Used to clear “system generated” advising holds & keep notes on studentsUsed to clear “system generated” advising holds & keep notes on students

6. Slide 6 of 45 Student Advising Signoff Hands-on ExerciseHands-on Exercise Please Log into the computer nowPlease Log into the computer now Use ASURITE ID and Password Open Explorer web browser Go to https://asudev.mycmsc.com (CedarCrestone website)https://asudev.mycmsc.com Click the STUDENT ADMIN TRN link Log in to the PeopleSoft training database with the ID and Password on your card Wait at the home page for further instructionsWait at the home page for further instructions

7. Slide 7 of 45 Program/Plan Changes Refresher on career/program/planRefresher on career/program/plan Effective datingEffective dating TerminologyTerminology HintsHints NavigationNavigation Five hands-on exercisesFive hands-on exercises

8. Slide 8 of 45 Program / Plan Changes Career: undergraduate, graduate, law, non-creditCareer: undergraduate, graduate, law, non-credit Program: what a student applies to and graduates from (i.e. Katherine K. Herberger College of Fine Arts).Program: what a student applies to and graduates from (i.e. Katherine K. Herberger College of Fine Arts). Plan: major, minor, certificate (i.e Music)Plan: major, minor, certificate (i.e Music)

9. Slide 9 of 45 Program / Plan Changes Very Important Concept #1: Effective Dating Very Important Concept #1: Effective Dating In PeopleSoft, effective dating is the way PeopleSoft keeps a history of changes over time. When we make changes, we ADD A ROW with the new information and a NEW EFFECTIVE DATE (the date that the new info takes effect)

10. Slide 10 of 45 Program / Plan Changes Effective Dating The Effective Date of the change must be BEFORE or ON the start date of the term that will be effectedThe Effective Date of the change must be BEFORE or ON the start date of the term that will be effected You can back date actionsYou can back date actions As you add rows, the effective dates must be sequential, but not necessarily consecutiveAs you add rows, the effective dates must be sequential, but not necessarily consecutive

11. Slide 11 of 45 Program / Plan Changes Effective Dating Example -Pretend the semester starts on the 11 th -Any changes made on the 11 th or before will take effect for that semester -Each change must have its own date, and they must be chronological -SO if a student comes with a change, you would be clever to set the date to several days before the start of the semester, so that you can sandwich additional changes between the first change and the start of the semester Sun1Mon2Tues3Wed4Thurs5Fri6Sat7 8910 11 Sem ester starts 121314

12. Slide 12 of 45 Program/Plan Changes “Best Practice” “Best Practice” dates for effective dating: Fall term – August 1 Winter term – December 1 Spring term – January 1 Summer term (all sessions) – May 1

13. Slide 13 of 45 Program/Plan Changes Very Important Concept #2: Include History You must be in “include history” mode to make program change actionsYou must be in “include history” mode to make program change actions If you aren’t in “include history” mode, you may miss important information about a studentIf you aren’t in “include history” mode, you may miss important information about a student

14. Slide 14 of 45 Program/Plan Changes NavigationNavigation Page 5 in the BPG Helpful HintsHelpful Hints Page 7 in the BPG TerminologyTerminology page 8 in the BPG

15. Slide 15 of 45 Program/Plan Changes Very Important Concepts – Chant with me! Date effectively – BEFORE the term startsDate effectively – BEFORE the term starts Include HistoryInclude History

16. Slide 16 of 45 Program/Plan Changes 5 different scenarios: Change a planChange a plan Add a minorAdd a minor Change a program and planChange a program and plan Add a concurrent degree in a different programAdd a concurrent degree in a different program Discontinue a program and planDiscontinue a program and plan

17. Slide 17 of 45 Program/Plan Changes Hands-on Exercises Please pair up. We will debrief after each exercise. Please do not work ahead. Thanks!

18. Slide 18 of 45 Program/Plan Changes Wrap-up & debriefWrap-up & debrief Student Advising Signoff Program/plan changes Two very important concepts Business Process Guides containBusiness Process Guides contain Step-by-step instructions Definitions More detailed information about each field Coming up after the break: Permission OverridesComing up after the break: Permission Overrides

19. Slide 19 of 45 Time for a break!

20. Slide 20 of 45 Permission Overrides PurposePurpose Types of Permission OverridesTypes of Permission Overrides Class limit Class permission Override requisites Time conflict Very Important Concept #3: Course vs. ClassVery Important Concept #3: Course vs. Class

21. Slide 21 of 45 Permission Overrides Hands-On Exercise Peter needs an override into a section of PGS 101

22. Slide 22 of 45 Final Remarks Permission Override Business Process Guide containsPermission Override Business Process Guide contains Step-by-step instructions Definitions More detailed information about each field

23. Slide 23 of 45 Thanks for Coming! Please complete your evaluation form…