Using Prerequisites and Consent requirements in ECAS

If you are an Electronic Course Authorization System (ECAS) user you may have spent some time puzzling over when to use non-enforced prerequisites versus enforced prerequisites versus consent requirements. Let’s shed some light on that.

First, in ECAS there are two types of prerequisites.

Course Prerequisites for Catalog are non-enforced. This field in ECAS may be used to describe a consent, class standing, or prior class prerequisite, such as having completed a college-level algebra class at any college. Students will see this type of prerequisite in the catalog and class schedule and hopefully will self-opt out of the class if they do not meet the requirement, but it will not prevent students from registering. Course Prerequisites for Catalog are advisory in nature. If you want to enforce the prerequisite, you may use the following options.

Enforced Prerequisites restrict access a course. An example of this would be a prerequisite that says you must be a senior in the College of Science and Engineering to enroll in a particular course. In this case, the system looks at the students’ records as they attempt to register for the course. If they meet the requirements and there is space in the class, they are allowed to enroll. If not, they are excluded from the class. Those that are excluded would need a permission number or student specific permission to enroll.

In addition to prerequisites, ECAS users may also choose a Consent Requirement including Instructor, Department or College consent. Consent requirements are appropriate to use when registration for the course always requires someone’s approval, BUT be aware that this requires all students to get consent to enroll - even those that meet any course prerequisites. If you select “No Consent” in ECAS, what you are really saying is that no consent is required provided the student meets the prerequisites of the course. So, if you are using Enforced Prerequisites for a course, a Consent Requirement is often not necessary.

Student Records Training Team Bids Farewell to Gary

The Training Team will be losing a popular trainer and helpdesk expert when Gary Andersen, one of the original members of the SR Training Team, retires on Monday, Jan. 5. Gary has worked at the University for over 29 years, all of them with ASR. Gary’s friendly presence, calm demeanor, and expert knowledge will be greatly missed by the Training Team and the hundreds of staff he’s aided over the years!

We can enjoy thinking of him spending time with his two grandkids, and hiking and relaxing in sunny and warm Phoenix.

Best wishes, Gary!

Registration for Upgrade Collaborative Class Scheduling training is open

Registration is now open for the PeopleSoft 9.0 Upgrade Collaborative Class Scheduling (CCS) training that is required of all ECS schedulers as part of their Upgrade training. This class provides current ECS schedulers an overview of the changes to class scheduling resulting from the Upgrade. Staff who use ECS may use the above link to register for an in-person, hands-on session where they will learn about:

• CCS pages in PeopleSoft and page navigation
• Changes to wait lists
• Access to grading
• Introduction to Faculty Center  
• Astra Schedule (for those who schedule classes into departmental classrooms)

Keep in mind:

• PeopleSoft 9.0 Upgrade Collaborative Class Scheduling (CCS) training will be offered in both Duluth and the Twin Cities. Staff should make sure they are selecting the appropriate location when registering.
• It is recommended (though not required) that ECS users complete the Student Systems Upgrade Overview prior to their PeopleSoft 9.0 Upgrade Collaborative Class Scheduling (CCS) training session.
• Neither of these trainings will be used to grant new access. Those who do not already have access to Campus Solutions or are not current ECS users will need to complete additional training.

Upgrade Overview training is now available online

The PeopleSoft Upgrade will bring changes not only to PeopleSoft, but to the processes it supports. The Student Systems Upgrade Overview training, which will prepare users for these changes is now available in ULearn. This training is required for all staff with access to student data in PeopleSoft.

The Student Systems Upgrade Overview is an online course. Staff may complete it at their own pace and on their own schedule between now and when the Upgrade goes live. Most people should be able to complete this course in 30 minutes or less.

Upon completion of this course, staff will understand:

• Upgrade-related changes to functionality in the new MyU portal
• Self Service centers
• Reporting Center
• Business process changes specific to Student Records staff
• How and where to find self-study materials on specific processes not covered in the overview

Keep in mind:

• The Student Systems Upgrade Overview will not be used to grant new access. Those who need to be granted access to Campus Solutions should complete the Access Request Form and both Student Data Inquiry and the Student Systems Upgrade Overview prior to the Upgrade go-live.
• Staff may complete the course more than one time. Staff are welcome to complete it now and then repeat it closer to go-live.

Prepare your PS Favorites for the Upgrade

Do you rely on your Favorites menu in PeopleSoft to conduct your work? Favorites that users have saved in PS 8.9 will not be moved into PS 9.0 when we upgrade. Rather, users will need to set up their Favorites in the upgraded system when it goes live in February. Start to prepare now by making list, or taking a screen print, of your Favorites drop down menu in 8.9. Then, use our PeopleSoft Quick Reference Guide to learn the navigational paths to the pages you need.

Note: A few PS pages will move to different folder locations or be renamed as part of the Upgrade. An updated, 9.0 version of the PeopleSoft Quick Reference Guide reflecting these changes will be provided in the Student Systems Upgrade Overview training.

Learn about how The Upgrade will affect students

The ASR Training team encourages staff who support students (e.g., advisers and student services staff) to attend a Student Experience Preview session, being held on all campuses now through early December. These sessions will provide staff with information about how The Upgrade will affect students and will include demonstrations of class registration, bill payment, and viewing financial aid.

PeopleSoft 9.0 Upgrade training - Coming soon!

The ASR Training team is developing two training courses to prepare staff for The Upgrade.

• The Student Systems Upgrade Overview course will be provided online and is required of all staff who have access to student information in PeopleSoft. This online, on-demand training becomes available on December 15.

• As part of The Upgrade, Electronic Course Scheduling (ECS) will change to Collaborative Class Scheduling (CCS). Staff with access to ECS will attend an in-person Collaborative Class Scheduling class, which will cover the changes coming with CCS. Registration for this class will be available on December 15, with classes starting on January 6.

In the coming weeks, staff who have current access to student data/records and ECS will be sent invitations to complete training. For more information about training, please visit the PeopleSoft 9.0 Upgrade Training website.

Did you miss the Upgrade Student System Preview sessions?

In October the ASR Training team presented a series of preview sessions about The Upgrade impact on staff with access to student data in PeopleSoft. Attendees learned about required training and how to access training resources. There were also demonstrations of the new MyU, the new Faculty Center, the new Advisor Center, and key processes (e.g., permission numbers, service indicators, related content). If you missed these sessions, you can watch the October 22 session, held in St. Paul, and access the session handout at the training website.

Upgrade Training Preview Sessions wrap up

The Training Team's Upgrade Training Preview Sessions, held at all five campuses, will wrap up at the end of October. The sessions were well attended and we appreciate the great turnout, questions, and feedback. In November we will post an online Upgrade Training Preview Session recap for those who were unable to attend in person. We are compiling the questions that came out of the sessions and will post frequently asked questions, with answers, as well. Details on where to find the recap and the FAQs will be communicated once posted.

Take a deep dive into the Student Program/Plan page

In our August issue, we featured the Program/Plan Cheat Sheet, as a quick 'what to do' reference for staff to use when updating the Student Program Plan page. For a deeper dive into Student Program/Plan maintenance, check out our complete Program/Plan manual. This manual, along with all of our training manuals and quick step guides, can be found on the Training Team's manuals webpage.

When to save

Have you ever wondered when and how often you should save your entries in PeopleSoft, particularly when there is more than one tab displayed?

In a component, which is a collection of related pages (displayed as tabs) such as Student Program Plan or Maintain Schedule of Classes, you really need only save once, HOWEVER there are two rules/guidelines that apply:

1. On a component with an effective date, such as Student Program Plan, once you save you will not be able to make any additional changes on any tab. Therefore, it is critical that you make all of your changes, across all tabs, and save once (and ONLY once) when working with a component with an effective date.


2. On a component without an effective date, such as Maintain Schedule of Classes, you may save as often as you wish. In fact, you may even find it helpful to save multiple times as you go through a process involving several tabs.

New addition to the training team

Sally Gutierrez will be joining the training team for a temporary position beginning November 3. Sally has been with One Stop since 2002 and has a wealth of University experience. We are excited she will be a part of the team as we prepare for the Upgrade and for after go-live.

"Previous in List" and "Next in List" buttons

Do you use the Previous in List and the Next in List buttons that are on the bottom of many pages in PeopleSoft? Using the list buttons saves you the effort and time of multiple searches. It is helpful to create a list when searching the database for student grades, person names, and courses.

For example, let's take a name like "John Smith," which will probably generate many results. Go to Campus Community→ Add/Update a Person, then search for "John Smith" and select a row to view that individual's record. From within the record, you may then use your Next in List button to go down the list or the Previous in List button to go back up the list without having to navigate back out to the search page.

New addition to the Training Team

Jennifer Selander re-joins the training team on Monday, September 22. She is not a new employee at the University of Minnesota nor the ASR Training Team. Jenn spent the last two years as a Business Analyst in Student Records. She is looking forward to picking up where she left off and helping out wherever training is needed. Welcome back, Jenn!

Student Data Update Manual

Maybe you update certain PeopleSoft pages, like Student Groups or Permission Numbers only occasionally. If you need a step-by-step refresher of those business processes that you learned in Student Data Update class, we have it covered with the Student Data Update manual. Within this manual, the following business processes are detailed: Student Groups, Service Indicators, Permission Numbers, Student Addresses, Term Activation, and Student Advisor.

SR preview sessions

The Training Team is offering Student Records Training Preview sessions across campus in October. In these sessions, we will demonstrate some new functionality such as the Advisor and Faculty Center, and discuss training requirements and resources. Stay tuned for more information on the specific dates and times.

College contacts for 2nd major updates list

A list of collegiate staff who should be contacted to update a student's 2nd major that is outside the student's college of enrollment can be found on the Training Team's website. Key Contacts, please take a moment to review the list to ensure your college's contact information is current. Email srhelp@umn.edu with any updates to this list.

Program/Plan Update Cheat Sheet

The PeopleSoft Program/Plan page is, in some regards, the "heart" of a student's PeopleSoft record. This is because the data contained there affects many aspects of students' academic lives, from the ability to register to financial aid eligibility. Thus, it is critical to enter data on the Program/Plan page correctly. The Program/Plan Update Cheat Sheet provides a quick 'what-to-do' reference when updating the Program, Plan, and Sub-Plan tabs to help ensure you get it right. This job aid, along with all of our training manuals and quick step guides, can be found on the Training Team's manuals webpage.

What is the Plan Sequence number?

Do you add or change majors and minors, otherwise known as academic plans, in the Program/Plan pages? The "Plan Sequence" number, found on the academic plan page of the program plan component, plays an important role in the student record.

This number begins with a plan sequence of 1 and increments by tens (e.g., 1 to 11, to 21) each time a plan change row is added. This numbering convention allows you to change the order of the academic plans if needed. The lowest plan sequence number is identified by Student Financial Aid as the "primary" academic plan and the one that is looked at when awarding Financial Aid. This number also determines the print order of the academic plans with the primary plan/lowest number appearing first on the transcript.

What does this mean for you? When making a plan change or adding an additional major or minor, always make sure that the primary plan is degree seeking so students will receive their financial aid.

Why don't I see a student in Program Plan?

Have you ever tried to display the record of a student in the Program Plan page only to be greeted with the message of "No matching values were found"? After checking the obvious such as spelling, ID number, and that search criteria from a previous search has been removed, you may want to check a couple of other things that could be causing you this problem.

Has the student been matriculated? Remember, it is not enough for an incoming student to be in an admitted status; the student must be matriculated to appear in Program Plan. To see if the student has been matriculated, check the Application Summary page. This page displays the last row entered for the admission and it should be "Matriculation" for the student to be visible in Program Plan.

If the student has been matriculated, it could be a security access issue. Access is generally assigned to users based on their home campus and career, so if you work across two or more careers, such as graduate and undergraduate, your access may need to be adjusted to see all you need. If you suspect this is the case, contact Student Records Help at srhelp@umn.edu or 5-2803.

Updated PCAS Manual Online

PCAS editors may find it helpful to have the PCAS manual at their fingertips next time they are submitting a program proposal or update. The manual provides information on system navigation, step-by-step instructions, and helpful hints to make the process go smoothly. This manual was recently updated to include additional graduate program-specific information.

The PCAS manual, along with all of our training manuals and quick step guides, can be found on the training team's manuals webpage.

Sneak Peek: The new waitlist process

The Student work stream has released its latest sneak peek. This video explains the "auto enroll" feature of the new waitlist process resulting from PeopleSoft upgrade through ESUP. Auto enroll will allow the system to automatically select and enroll students at the top of a waitlist on a space-available basis. Watch to learn more.

For more information about the new waitlist process, see What's Changing for waitlist.

Position available: System trainer

This is a one-year temporary position to develop, deliver and improve training on PeopleSoft student records, Astra Schedule, and various applications for the University community. Additional responsibilities include, but are not limited to:

• Work in partnership with Academic Support Resources (ASR) units and business analysts to ensure functions meet business needs, and stay current with modifications and patches.


• Serve as the helpdesk expert on PeopleSoft student records, Astra Schedule, and ASR developed applications and processes.


• Provide second tier PeopleSoft student records technical support for staff working in ASR, other Student Administration units, including system campus staff.


• Work with student records Key Contacts to identify needs of end users.

If you know of anyone who may be interested, please urge them to apply via the University employment website. More information can be found here.

Annual SA Key Contact Update

Over the last two weeks, the Student Administration/SA Key Contacts were asked to review and update their college and departmental listings - and we've had a 75% response rate! Up-to-date information is vital, as the SA Key Contact listings are used as the focal point for distributing training news and material to our college and departmental users and for verifying Access Request Forms (ARF's). SA Key Contacts will also play a key role in the upcoming 9.0 upgrade, so ensuring this information is current will aid that process.

The SR Training and Support Team is grateful for your great participation in this update!

Upcoming Trainings & Opportunities - July & August 2014

Student Data Inquiry
Available any time via online training through ULearn

Student Data Update
Available any time via online training through ULearn

Program/Plan Process
Thursday, July 24, 10 a.m.-12 noon
Wednesday, August 27, 10 a.m.-12 noon

Registration
Thursday, July 17, 10 a.m.-12 noon
Wednesday, August 13, 10 a.m.-12 noon

Electronic Course Scheduling (ECS)
Wednesday, July 9, 9 a.m.-12 noon
Wednesday, August 6, 9 a.m.-12 noon

For a complete list of upcoming SR trainings and opportunities, and to register for upcoming sessions, please visit ULearn off the UMN Employee Self-Service page.

Using the PeopleSoft lookup

Do you use those little magnifying glasses that are in numerous places on most PeopleSoft pages? These are called lookups. They can be used to locate field values, but there are some tricks to using them effectively.

For example, try finding the Spanish academic plan by simply clicking the lookup button. A search in PeopleSoft will return only the first 300 values. Since there are many more than 300 academic plans out there, clicking only the lookup button will bring you nowhere near the academic plans that start with "S". To narrow the results, do a description search. In the description field, type an uppercase "S" followed by a lowercase "p". The trick with a description search is that it is case sensitive, most often upper followed by lowercase letters. The more letters you are able to add in the description search field, the more refined and shorter the search result list.

The Registration manual: a guide for the Enrollment Request page

Leading up to fall semester, staff who administratively assist students with registration may find themselves using the PeopleSoft Enrollment Request page. Documentation on Enrollment Request, including some related Peoplesoft pages, can be found in our online Registration manual. The manual contains step-by-step instructions for adding, dropping, and swapping classes, backdating enrollment, resolving error messages, and more.

The Registration manual, along with all of our training manuals and quick step guides, can be found on the training team's manuals webpage.

PCAS updates for undergraduate catalog due July 7

The ASR communications team will be working on developing the 2014-16 Twin Cities undergraduate catalog this summer, so it's important for colleges to update their program information (majors, minors, and certificates) in PCAS by Monday, July 7.

If you need additional access, have questions, or require initial PCAS training, please contact the ASR Training Team as srhelp@umn.edu.

Encourage system users to sign up for the ASR Training Update!

As a reminder, the ASR Training Update newsletter is automatically distributed to all student records key contacts. Please pass along news items to systems users in your area who may not get the Training Update or encourage users to get themselves added to the listserv.

Any interested staff members who are not key contacts may be added to the listserv upon request. To be added, users may simply email Kess Knight at knigh161@umn.edu.

PeopleSoft Quick Reference Guide

If you have ever struggled remember the path to a student records page in PeopleSoft, you might find it useful to keep our PeopleSoft Quick Reference Guide handy. It provides paths to many commonly used student records pages in PeopleSoft, and with it's snazzy new design, it provides great decor for posting at your desk. It, along with all of our training manuals and quick step guides, can be found on the training team's manuals web page.

ECAS times out for security

The Electronic Course Authorization System (ECAS) is a web application that allows staff with access to propose new courses and/or update existing courses. As a security feature, ECAS times itself out after a period of inactivity. To prevent the loss of data on your new course proposal or update, we recommend that you click the save button at the bottom of the page every 15-20 minutes. If you forget to do this and are timed out, you will receive an error message, your entry will be lost, and the lost data will need to be re-entered.

Course Guide retirement

As part of the Enterprise Systems Upgrade Program (ESUP), it was decided that Course Guide will be retired. The new alternative will allow instructors to include a link to a course website or other public location to provide information to students on how the course is taught. The link will show in the Class Search results under Class Notes.

If you receive questions regarding the retirement of Course Guide, you can inform people that, while the current Course Guide is still live, they may want to consider how much time they spend on it, as it will eventually be retired as part of ESUP. You may also want to let people know that they should be mindful of where else the course information lives (e.g., a departmental or instructor website). In the future, they will be able to provide a link in Class Notes for students to access this information.

PCAS review sessions scheduled

To help PCAS editors prepare for the undergraduate catalog update, the following PCAS review sessions are scheduled:

• Tuesday, June 3, 10:30 a.m.-12 noon - 140 Nolte (East Bank)


• Tuesday, June 3, 1:30-3:00 p.m. - B25 Ruttan (St Paul)


• Tuesday, June 10, 10:30 a.m.-12 noon - 120 Blegen (West Bank)


• Thursday, June 12, 1-2:30 p.m. - 140 Nolte (East Bank)

No need to RSVP for these sessions. PCAS editors may simply attend, if interested. These review sessions are for trained PCAS editors wishing for a refresher. Any staff who need initial PCAS training should contact srhelp@umn.edu to request a training session.

Astra Schedule training update

Beginning this spring, the responsibility for providing Astra Schedule training moved from ASR Office of Classroom Management (OCM) to the ASR Training Team. Astra Schedule is the software used to reserve general purpose and departmental classroom space for events and courses throughout the University of Minnesota campus system. The ASR Training Team and OCM will continue to work collaboratively to ensure that the needs of Astra users are met. As in the past, staff may register for Astra training via ULearn, off the UMN Employee Self-Service page.

PCAS updates for undergraduate catalog

The ASR communications team will be working on developing the 2014-16 Twin Cities undergraduate catalog this summer, so it's important that colleges update their program and course information in PCAS by Monday, July 7. To check if you have "update" access to a program, locate the program in PCAS using the search function and look to see if you have an "Update" or "Edit" link appearing alongside the "View" link. If the "Update" or "Edit" link appears, you have access to update and edit that program.

PCAS review sessions for current PCAS editors will be held early June (exact date TBD). Please watch the ASR Training Update for updates.

If you need additional access, have questions, or require initial PCAS training, please contact the ASR Training Team.

Using the "Find" Feature

Have you ever used the Find feature? Have you ever noticed the Find feature?

"Find" is located on the dark blue divider bars on most PeopleSoft pages. You will see it next to "View All" and the page row counts. The "Find" feature is particularly useful in situations such as in UM ECS, where you may want to locate a specific section among many. You can use your navigation arrows to find a section or scroll using "View All." The "Find" feature allows you to type the section number, such as 016, and it will take you directly to that section.

Upcoming Trainings & Opportunities - May & June

Student Data Inquiry
Available any time via online training through ULearn

Student Data Update
Available any time via online training through ULearn

Program/Plan Process

• Wednesday, April 23, 10 a.m.-12 noon


• Thursday, May 22, 10 a.m.-12 noon


• Wednesday June 18. 10 am.-12 noon

Registration

• Thursday, May 15, 10 a.m.-12 noon


• Thursday, June 12, 10 a.m.-12 noon

Electronic Course Scheduling (ECS)

• Wednesday, May 7, 9 a.m.-12 noon


• Wednesday June 4, 9 a.m.-12 noon

For a complete list of upcoming SR trainings and opportunities, and to register for upcoming sessions, please visit ULearn off the UMN Employee Self-Service page.

Reminder: Scheduling Update live for ECS Schedulers

ECS schedulers are encouraged to attend a live, in-person Scheduling Update on Wednesday, April 30, 2-3:15 p.m. This session will cover:

• An overview of Enterprise Systems Upgrade Program (ESUP)


• A sneak peek at what is changing for schedulers (including specific examples of changes to the schedule of classes)


• What the new production cycle will look like


• An overview of the training timeline for schedulers


• An opportunity to ask questions

The session will be offered concurrently in Rapson Hall 56 (East Bank), Carlson School 2-215 (West Bank), and Peters Hall 155 (Saint Paul). No registration is needed.

Invalid and No Matching Values Messages

When searching for something in PeopleSoft, have you ever received the message "No matching values (or records) were found" or "Invalid values"? These messages can mean several things:

• It can indicate that your level of access prevents you from seeing what you need to see. If this is the case you will need to contact us at srhelp@umn.edu or 625-2803 for assistance.


• It could also mean that you do not have access to something in particular, such as a service indicator code. We can also can help you with this.


• Another reason may be that you are looking for something in the wrong place, such as searching for a record in Program Plan instead of Student Admissions before the student has been matriculated.

So if you get a message like one of the above, ask yourself if you are entering the right information in the right place. If you are, call us for assistance.

ESUP Preview Session for Schedulers

A preview session for departmental and collegiate schedulers will be held on Wednesday, April 30, 2-3:15 p.m. This session will provide a sneak peek at the improvements and changes that will be coming to class scheduling with the upgrade to PeopleSoft 9.0. An update on the scheduling cycle for fall 2014 and spring 2015 will also be included.

The session will be offered concurrently in Rapson Hall 56 (East Bank), CSOM 2-215 (West Bank), and Peters Hall 155 (Saint Paul). No pre-registration required. Please make sure your schedulers can attend.

Astra Schedule Events Training for Student Workers

The process regarding how student workers can be trained on Astra Schedule Event has changed to allow for supervisors to provide this training to student workers on the job. While we still welcome and encourage student workers to attend ASR's Astra training when possible, supervisors may provide Astra training to their student workers upon request.

Per the normal procedure, supervisors who choose to provide Astra training must have student workers complete the Astra Access Request form. The supervisor should then email ASR at ocmsoftwarehelp@umn.edu to request to provide supervisor-led training to the student worker. In turn, we will provide the supervisor with a training guide and record the supervisor's reported training of the student worker in our database. Current student workers with Astra Schedule access are not affected by this change.

As a related reminder, please notify ASR at ocmsoftwarehelp@umn.edu if a student worker with scheduling access in Astra leaves his or her position, so that we can deactivate their access to schedule departmental rooms.

Welcome Stacey Tidball

Stacey Tidball joined ASR in early March as the new Associate Director of Continuity & Compliance and is the supervisor of the Training Team. Stacey is not new to the University - she held a position at the U of M Law School Career Center several years ago and received her degree from the U of M Law School. Welcome Stacey!

Upcoming Trainings & Opportunities (March/April 2014)

Student Data Inquiry
Available any time via online training through ULearn

Student Data Update
Available any time via online training through ULearn

Program/Plan Process

• Tuesday, March 25, 10 a.m.-12 noon


• Wednesday, April 23, 10 a.m.-12 noon

Registration

• Wednesday, March 19, 10 a.m.-12 noon


• Wednesday, April 16, 10 a.m.-12 noon

Electronic Course Scheduling (ECS)

• Wednesday, March 5, 9 a.m.-12 noon


• Tuesday, April 8, 9 a.m.-12 noon

For a complete list of upcoming SR trainings and opportunities, and to register for upcoming sessions, please visit ULearn off the UMN Employee Self-Service page.

Don't forget to clear your search

Use the Clear button on the search page in between looking at different records in PeopleSoft. The Clear button removes all of the search criteria, even the easy to miss things like a single digit (think career number in Program Plan). Not clearing all of the search criteria could inhibit your complete view of subsequent records.

Sneak Peek: Two Self-Service Centers in PeopleSoft 9.0

Two "sneak peek" videos on the new Faculty Center and Advisor Center are now available. The videos provide an overview on how these centers will benefit users. The ESUP Student Training Team will be developing more in-depth tutorials and documentation of this new functionality before ESUP goes live.

Batch process dates for summer and fall posted

Dates for the summer 2014 and fall 2014 processing of various batch jobs (e.g., term activation, permission numbers, and extract for student appointments) are now posted at the Academic Support Resources Training web page.

Honors Sub-Plan to Plan conversion complete in PeopleSoft

The University Honors Program, which was previously tracked on the Student Sub-Plan tab of Student Program Plan page in PeopleSoft, is now recorded on the Plan tab of Student Program/Plan. The PeopleSoft records of students in the University Honors Program have been converted to reflect this change.

Working in Peoplesoft: it's just like reading a book

Just as with a book, when working in PeopleSoft it is important to remember to work from left to right, top to bottom. If working in a component with multiple pages, such as program plan, start on the first page and save after making all of your entries on all pages. In doing this, you will avoid red fields and other errors.

Coming soon: a sneak peek into the Faculty and Advising Centers

The ESUP Student Change Management, Communications, & Training (CCT) team has been busy presenting demos of the new Faculty Center and Advisor Center self-service functionality in PeopleSoft 9.0. The team will also be developing two "sneak peek" videos about the new self-service functionality for the general public to view. Watch for these videos in the coming weeks at upgrade.umn.edu.

Access Request Form Process

The Office of Information Technology (OIT) Data Security Office updated the Access Request Form (ARF) process in December. Two guides providing documentation on the new process are posted on the OIT Data Security site. One guide assists end users with submitting the ARF, and the other assists approvers with managing the approval process. For questions about the new process, please contact 1-HELP, or 612 301-4357.