1. Slide 1 of 11 Changing a Student’s Program or Plan Welcome! This class will teach you how to change a student’s Plan (formerly called their Major or Minor) Note: This presentation contains narration. Please turn the sound up. If you prefer, you can click on the “notes” tab to see the text of the narration.

2. Slide 2 of 11Objective This class will teach you to: Change a student’s plan Change a student’s program Add a minor to a student’s record Advisor 101 is a pre-requisite to this class. You can take Advisor 101 on-line via blackboard, in the same location as this class.

3. Slide 3 of 11Agenda Refresher on career/program/planRefresher on career/program/plan Important Concepts:Important Concepts: Effective Dating Including History Business Process GuideBusiness Process Guide Hands-on exercisesHands-on exercises

4. Slide 4 of 11 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 Art)Plan: major, minor, certificate (i.e Art)

5. Slide 5 of 11 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)

6. Slide 6 of 11 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

7. Slide 7 of 11 Program / Plan Changes Effective Dating Example -Let’s say 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

8. Slide 8 of 11 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

9. Slide 9 of 11 Program/Plan Changes Very Important Concept #2: Include History You must be in “include history” mode to make changes to a student’s plan. 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

10. Slide 10 of 11 Program/Plan Changes Please review these three sections of the Business Process Guide now.Please review these three sections of the Business Process Guide now. Navigation Helpful Hints Terminology

11. Slide 11 of 11 Program/Plan Changes 3 different exercises: Change a planChange a plan Change a program and a planChange a program and a plan Add a minorAdd a minor This concludes this presentation. Close this window and go to the next part of the class, the hands-on exercises.