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Advisor 101

Welcome!This class is for advisors who will use student data in PeopleSoft to

advise their students. The agenda is: – Setup PeopleSoft for Advising (SACR & Favorites)– Use PeopleSoft to see student data

• Student Center• Program Plan Stack• Unofficial Transcript• Enrollment Search• FERPA

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Class Mechanics

Class will run about 2 hours. There is a 30 minute presentationThe rest of the time will be hands-on practice in the system

Take a look at your handbook: Section 1 – This presentationSection 2 - Exercises Section 3 – Student Center BPGSection 4 – Unofficial TranscriptsSection 5 – Enrollment SearchSection 6 – Service IndicatorsSection 7 – Job Aids: Set up SACR, Add Favorites, Clear Cache,

FERPA Consent and Holds, Where to Get Help, Next Steps

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Agenda

Finding Student Data in PeopleSoft– Academic Structure – Logging in– Setting User Defaults – Setting Favorites– Seeing Student Data– Ongoing Support– Next Steps

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Academic Structure

TM pg 7

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Academic Structure – Institution

INSTITUTION:

There is one institution at ASU: Arizona State University – the code is ASU00

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Academic Structure – Academic Group

ACADEMIC GROUP

The Academic group is the same as the colleges. There are (as of December 2006) 21 Academic groups.

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Academic Structure - Careers

CAREERS:There are four careers:

• Undergraduate, • Graduate, • Law and • No-Credit

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Academic Structure - Program

PROGRAMS:

A program is the academic program to which a student applies and is admitted and from which the student graduates. A program offers plans and sub-plans. It is analogous to the student’s college.

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Academic Structure - Plans

PLANS:

A plan is what the student is admitted into and pursuing. A student can have multiple plans. (Major, Minor or Certificate)

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Academic Structure – Sub Plans

SUB PLANS:

A sub-plan is an emphasis, concentration, or option within a plan. [Emphasis or Option in a major; Concentration area (BIS)]

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Agenda

Finding Student Data in PeopleSoft– Academic Structure – Logging in– Setting User Defaults & Favorites – Seeing Student Data– Ongoing Support– Next Steps

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Login To PeopleSoft

https://hrsa.oasis.asu.edu/

TM pg 3

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Agenda

Finding Student Data in PeopleSoft– Academic Structure – Logging in– Setting User Defaults & Favorites – Seeing Student Data– Ongoing Support– Next Steps

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To the Computers!

Log in to the TRAINING DATABASE: 1. Login to your computer with your ASURITE ID and password2. Open a web browser3. Go to https://ASU84808DEV.MYCMSC.COM4. Login to PeopleSoft with SRADV0nn and same password.

Note: You don’t have to remember this URL – it is only for use in this class.

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Setting User Defaults

You will now set your user defaults and favorites in PeopleSoft.

Please set these settings:

Setup SACR: – Tab 4 – set the Carry ID to checked– Tab 4 – set the Output Destination to Printer– Tab 4 – set the Transcript to unoff– Tab 1 – set any one of the defaults

Navigate to the Student Center and set it as a favorite.

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Agenda

Finding Student Data in PeopleSoft– Academic Structure – Logging in– Setting User Defaults & Favorites – Seeing Student Data– Ongoing Support– Next Steps

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Seeing Student Data – Exercise 1

Now we will “prep” to advise a student by using PeopleSoft.

Turn to worksheet 1 in your manual. Together with the instructor, you will fill out the sheet, accessing these areas:

1) Student Center

2) Program Plan Stack

3) Unofficial Transcript

4) FERPA consents and holds

5) Enrollment Search

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Seeing Student Data – Exercise 2

Now “prep” to advise a second student by using PeopleSoft.

Turn to worksheet 2 in your manual. Fill out the sheet, accessing these areas:

1. Student Center

2. Program Plan Stack

3. Unofficial Transcript

4. FERPA consents and holds

5. Enrollment Search

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Next Steps

If you are NOT taking Advisor 201, stay and apply for access for two roles –

• SR Standard Student Pages View• SR Catalog Schedule View

If you ARE taking Advisor 201 –wait to apply until you finish 201.

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Helpful Links

Job Aids and Business Process Guideshttp://www.asu.edu/courses/oasis/_JobAids/

Requesting access, approving access or checking your request status http://www.asu.edu/oasis

PeopleSoft Productionhttps://HRSA.oasis.asu.edu

Help from the help deskhttp://www.asu.edu/support

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Ongoing Communication

For suggestions for improvements: Email AskOasisTraining@asu.edu – put “Faculty Center Suggestion” in the subject line.

For immediate help, submit a help tickethttp://www.asu.edu/supportSelect University Technology Office for the organization, Select PeopleSoft for the categoryType in a summary and description of your problem.

How do you want to be communicated with?

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End of Class

Questions?

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FOR YOUR REFERENCE

These next slides are for your reference after the class.

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Menu

THE HOME PAGETHE HOME PAGE

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Menu

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Search

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Search

TM pg 13

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Student Services Center

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Student Services Center

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Student Services Center

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Student Services Center

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Student Services Center

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Set User Defaults

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Set User Defaults

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Set User Defaults

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Set Favorites

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Set Favorites