1. Slide 1 of 45 Advisor 201 Learning Objectives: Enter an Advising Note using the ASU Advising Screen Clear a system-generated service indicator using the ASU Advising Signoff Screen Set an Advisor-Placed service indicator via the Student Center Screen Clear a service indicator via the Student Center Screen Advising 101 is a pre-requisite to this class Search for Advising 101 via the Black Board Search Facility within the Courses tab

2. Slide 2 of 45 Class Mechanics Suggested order of viewing Course Materials are listed in the order they should be viewedCourse Materials are listed in the order they should be viewed Credit for this course is acquired by passing the course testCredit for this course is acquired by passing the course test The Resources section of this course contains course specific material as well as helpful PeopleSoft general informationThe Resources section of this course contains course specific material as well as helpful PeopleSoft general information The Next Steps section provides information on how to request access roles that you will need to perform the tasks taught in this classThe Next Steps section provides information on how to request access roles that you will need to perform the tasks taught in this class The Feedback section allows you a venue to tell us how to improve (If you like it tell a friend if not tell us …)The Feedback section allows you a venue to tell us how to improve (If you like it tell a friend if not tell us …)

3. Slide 3 of 45 Student Advising Signoff Start using complete sentences here …Start using complete sentences here … Left off here 2/12/08 jmkLeft off here 2/12/08 jmk 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

4. Slide 4 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

5. Slide 5 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

6. Slide 6 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)

7. Slide 7 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)

8. Slide 8 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

9. Slide 9 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

10. Slide 10 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

11. Slide 11 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

12. Slide 12 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

13. Slide 13 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

14. Slide 14 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

15. Slide 15 of 45 Program/Plan Changes Hands-on Exercises Please pair up. We will debrief after each exercise. Please do not work ahead. Thanks!

16. Slide 16 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

17. Slide 17 of 45 Time for a break!

18. Slide 18 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

19. Slide 19 of 45 Permission Overrides What does it look like to the student when he tries to register for a class that is full?

20. Slide 20 of 45 Permission Overrides

21. Slide 21 of 45 Permission Overrides

22. Slide 22 of 45 Permission Overrides

23. Slide 23 of 45 Permission Overrides Hands-On Exercise Peter needs an override into a section of PGS 101

24. Slide 24 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

25. Slide 25 of 45 Thanks for Coming! Thanks for all your help. You are the best academic advisor I ever had!!