Change of Employment Status form

If an employee has a change of employment status, such as retirement, termination, or department transfer, the Change of Employment Status Form should be completed to provide notification to IT Provisioning and Requests. This ensures that Enterprise system access is adjusted appropriately and removes individuals from email lists pertaining to systems they no longer use.

Class prerequisites reminder

Please keep in mind that when updating class prerequisites in ECAS, the prerequisite information should be included as part of the Class Description field as well. This ensures that when students use Class Search, the prerequisites are easily viewable and understandable in the Description field. While there is a separate field for enforced prerequisites in ECAS, this information is usually in abbreviated form and not always “student-speak.” Including the prerequisite information in the Class Description in clear language will aid students in understanding registration requirements.

Graduate program PCAS lab sessions

Graduate program requirements must be updated in PCAS for fall 2016 to support the 2016-2018 University Graduate Education Catalog, as well as the implementation of the Graduate Planning and Audit System (GPAS). To assist with this effort, we are offering PCAS lab sessions to graduate-level PCAS editors.  These sessions afford PCAS editors the opportunity to bring their work into a computer lab setting where PCAS trainers and GPAS staff are available to provide in-person support. Registration is required for these sessions and space is limited. Graduate program PCAS editors may click here to view and register for a session.

Classes will open if no waitlisted students can be auto-enrolled

Classes with students on a waitlist will automatically reopen for registration if available seats remain open after auto-enroll runs. This occurs when waitlisted students were not eligible to fill the seats due to time conflicts or exceeding the maximum credit load, and they did not have a “future swap” set up. In such cases, students not on the waitlist can then register for the open seats. Those on the waitlist are no longer given priority in this situation.

Students should setup a “future swap” if they are enrolled in a course but would prefer to be enrolled in a different course (if space becomes available). Then, if a seat opens for the student in the waitlisted course, he/she would be automatically enrolled for the waitlisted course and dropped from the original course.

Grades entry for fall term

Grades for fall 2015 full semester classes are due December 30. Updated quick start guides on how to enter grades, how to import grades from Moodle, and how to change a grade are available on our Quick Start Guides page. Note, one important change this term is that instructors and proxies will need to select “final grade” roster from the drop down menu.

Get instant help using the UPK!

Have you had a chance to try the User Productivity Kit (UPK) yet? The UPK is a help feature which allows you to see, try, and print instructions for U of M-specific business processes at your workstation by clicking the “Help” link in PeopleSoft. In a recent survey, 96% of our users who tried the UPK reported finding it helpful. Check out our UPK guide to get started.

Whether you’ve used the UPK or not, we want to hear from folks like you about using this tool. Take our brief UPK Survey.

Improvement made to Facility ID field in Collaborative Class Scheduling (CCS)

If you are a departmental class scheduler, be aware that effective Thursday, October 29, the facility ID field (room assignment) in CCS will be automatically dropped upon page save if you make a change to the following fields:

• meeting pattern date range
• days of class meeting
• times of class meeting
• increase of enrollment capacity that exceeds room capacity

The new Class Permission page

The Class Permission page in PeopleSoft allows staff with access to fine tune the restrictions of individual permission numbers. When a user goes into the Class Permissions page, they will see this:

In the Defaults section, it appears that permission numbers have all of the available overrides checked, however, this is misleading. The Defaults section is used, rather, to indicate which restrictions any new permissions numbers generated by the user will, by default, override.

To see what each existing permission number will override, click on either the Permissions tab or the “show all fields” icon. In the example below, the permission number is set to override Requisites Not Met and Consent Required restriction.

Here, staff can alter the ‘Permission Valid For’ checkboxes for individual permission numbers. In this example to, perhaps, allow a student into a closed class or into a class outside of the student’s career restriction.

More information on class permissions can be found in the Class Permissions UPK topics, by clicking ‘Help’ from a PeopleSoft page.

Welcome new Training Update recipients

The ASR Training Update is an internal monthly newsletter of assorted Training & Support Team initiatives, general updates, and other matters of interest student records users at the University of Minnesota. The ASR Training Update has recently expanded to reach all PeopleSoft Campus Solutions users.

Saving favorite pages in PeopleSoft

When saving favorite pages within PeopleSoft it’s important to follow the correct process in order to avoid carrying a student ID number with you every time to navigate to that page from your Favorites menu. To add a PeopleSoft page as a favorite:

1. Navigate to its search page.
2. If any criteria, such as a student’s ID number, carried onto the search page criteria, click the Clear button.
3. Select the Favorites drop down menu and then Add to Favorites.
4. Change the description, if you wish, and click OK.

If you’ve accidentally set up a favorite page so that a student’s ID number carries onto it, you may take the following corrective action:

1. Go to Favorites > Edit Favorites.
2. Delete the Favorite page and Save.
3. Clear your Internet browser’s history.
4. Log back into PeopleSoft and save the page as a Favorite again, using the above instructions.

Reminder: ECAS Short Title Appears on Transcript

 “Course Title Short” is a required field in ECAS. It is limited to 30 characters, including spaces, and will appear on student transcripts. Because it appears on the transcript, ECAS editors should be thoughtful about any word abbreviations used in the short title of a course. For example, if the title of the course contains the word “Consumers,” you may want to avoid abbreviating that word as “Cons.” Doing so might suggest the class is about convicts rather than consumers.

New Effective Date procedures on Student Program Plan page

Following the PeopleSoft upgrade, a change was made to how effective dates are used on the Student Program Plan page once a student applies to graduate. The Effective Date for the “DATA” row added when a student applies to graduate now defaults to the current date, rather than the first day of the term. Staff should also use the current effective date for any changes that take place after the student has applied to graduate. Continue to use the first day of the term for Program Plan changes (major/minor declarations, sub-plan additions, etc.) when they occur prior to the student applying to graduate.

Save the Dates

The Training and Support Team will be hosting workshop sessions as part of the Office of Classroom Management’s annual Scheduling U series, as well as our own monthly workshop.  No registration is needed. Here’s what’s in the works:

CCS: Encore SR Help workshop session
Schedulers are invited to join the ASR Training and Support Team & OCM Scheduling Team for a CCS user review workshop. We will revisit some of the CCS processes that changed as part of the upgrade and have plenty of time for questions. Note: This is a repeat of the session conducted on the East Bank on September 29.

•  Monday, October 26, 8:45-10:00 a.m. - Bio Sci 12 (St Paul)

Waitlists: Let’s take it from the top
Schedulers and others interested staff are invited to join the ASR Training and Support Team for a user overview workshop. Not only will we cover processes to setup and maintain waitlists, but also the issues and resolutions that were encountered with waitlists at the beginning of this term.

• Tuesday October 27, 8:45-10:00 a.m. - McNeal 10 (St Paul)
• Wednesday November 18, 11:00 a.m.-12:00 p.m. - Fraser B20* (East Bank)

Astra Academics Refresher
Astra Academics schedulers are invited to join the ASR Training and Support Team for a refresher session on entering classroom assignments using Astra Academics. We will demonstrate the process and have plenty of time for questions.

• Thursday, October 29, 1:30-2:45 p.m. - Bio Sci 12 (St Paul)

*Fraser B20 is not a handicap accessible room.

Check for existing registration before entering LOAs

Staff who process student leave of absence (LOA) requests should ensure that any registration for the term of LOA is dropped before adding the Leave of Absence row to the Student Program/Plan page. If a Leave of Absence row is added and registration exists for the term, the system will provide a warning message when the user attempts to save, but it will not stop the user from saving the change. Classes cannot be dropped once the Leave of Absence row is added without first making a correction to the Student Program/Plan page.

Check your classes’ Auto-enroll from Waitlist indicator

Earlier this summer CCS schedulers were advised to consider unchecking the “Auto Enroll from Wait List” checkbox, on the Enrollment Control tab in CCS, as a workaround to a problem we were experiencing with wait lists. That wait list issue was fixed in late July.

Before October 19 (when information from the 2015-16 schedule rolls forward to 2016-17), class schedulers should review their fall 2015 classes and re-check the “Auto Enroll from Wait List” checkbox on classes where it had been unchecked. If the “Auto Enroll from Wait List” box is left unchecked, students on the waitlist will not be given priority over students not on the wait list for seats that become available in the class.

Complete list of student records trainings available

A complete list of trainings offered by Academic Support Resources is available online. Key contacts, supervisors, and others who assist new staff, or existing staff with new responsibilities, to identify which training they need to complete may find it helpful to bookmark this page for the next time you have a new staff member join your team.

SR Help workshop for CCS schedulers

CCS schedulers are invited to join the Academic Support Resources Training and Support team for a CCS user review workshop. We will revisit some of the CCS processes that changed as part of the upgrade and have plenty of time for questions.

Tuesday September 29
1-2 p.m., Fraser Hall, room B20*
No registration required

*Please note: Fraser Hall B20 is not a handicap accessible room.

New Class Roster Quick Start Guides published

New quick start guides on using the Class Roster in Faculty Center are available online. The four separate guides cover how to:

• View and print class rosters
• Print class rosters with photos (yearbook style class roster)
• Email students from the class roster, and
• Download a list of student emails

Save the date for the next SRhelp workshop

CCS schedulers are invited to join the Academic Support Resources Training and Support team for a CCS user review workshop. We will revisit some of the CCS processes that changed as part of the upgrade and have plenty of time for questions.

Tuesday September 29
1-2 p.m., Fraser Hall, room B20*
No registration required

*Please note: Fraser Hall B20 is not a handicap accessible room.

Key contact list update

In late July we conducted our comprehensive annual Key Contact review.  72% of our Key Contacts responded within 5 business days! Thank you for your timely responses and help in keeping our records up to date.

For those Key Contacts who’ve not had a chance you respond yet, you still can. If you can no longer find the documents, contact Nancy Killian at killi008@umn.edu.

Room assignment changes are possible if changing a meeting pattern or enrollment capacity

If making changes to a class meeting pattern or enrollment capacity after a classroom has already been assigned, class schedulers will notice that the classroom assignment does not immediately drop from the meeting pattern's Facility ID display. Rather, the Office of Classroom Management monitors changes to meeting patterns and enrollment capacities to make sure that classrooms do not double book or exceed the maximum capacity following a change. Classes needing a General Purpose Classroom reassignment will receive one. Schedulers can be proactive by checking the room calendars and capacities in Astra Schedule prior to making these changes in CCS.

Where to find training resources

As we head into the fall semester, you may find yourself completing tasks (such as placing a class into a departmental classroom or cancelling a section) for which the process changed during the upgrade. Upgrade-related training materials are posted online for your reference. You'll find guides to Astra Schedule, Faculty Center, Collaborative Class Scheduling, and more.

Also, remember to use the UPK for support while working in PeopleSoft Campus Solutions. If you've not used the UPK before, get started with this great tool by checking out the UPK quick start guide.

Updating the Student Advisor page

Because students may have advisers from multiple departments, there are a couple of things to keep in mind when updating the Student Advisor page to ensure you don’t overwrite other departments’ adviser data.

First, remember that ALL adviser updates require a new effective date row be added to the top portion of the page.

Before proceeding with updates to the lower portion of the page, consider whether you are replacing an adviser with a new one or if you are adding an additional adviser.

• If REPLACING an adviser, you may simply overwrite the old adviser with the new one in the lower portion of the page. 
• If ADDING an adviser to the list of existing advisers, you must add a row in the lower section of the page for the additional adviser, leaving the earlier adviser rows intact. 

For more information click on the Help link in PeopleSoft and navigate to the Student Records > Student Advisor section to review UPK topics on the Student Advisor page.

Entering instructors on multiple meeting pattern classes in CCS

CCS schedulers should take care when entering instructors for multiple meeting pattern classes. Incomplete entry of instructors can result in some pitfalls to grade roster access and the students' academic schedules on MyU.

When scheduling classes with multiple meeting patterns, make sure to have an instructor with Grade Approve access entered onto each of the meeting patterns. This ensures that instructors with grading responsibilities have access to their grade rosters when it comes time to enter the grades.

When using an Instructor Role of Primary Instructor in CCS, be sure to enter a Primary Instructor for each meeting pattern of multiple meeting patterns classes. Doing so ensures that all meeting patterns are correctly displayed for the enrolled students on their academic schedules in MyU.

Changes to scheduling completely online classes

Students and others using the Class Search may wish to search for only those classes offered in a completely online format. The manner in which class schedulers set up completely online classes, so that they are searchable on this criterion, has changed slightly.

Beginning no later than the spring 2016 schedule, CCS schedulers should enter the following information on UM CCS Maintain Schedule of Classes Basic Data tab when scheduling a completely online class:

     Location: OFFCAMPUS

     Instruction Mode: CO (Completely Online)

     Course Attribute: ONL (Online)

Those using the Class Search will then be able to search for completely online class offerings by selecting “Online Class” as the Course Attribute, or “Completely Online” as the Mode of Instruction.

Below is an example of what this set up looks like in CCS:

Astra Academics Workshop

Astra Academics schedulers are invited to join the Academic Support Resources Training and Support team for a refresher session on entering classroom assignments using Astra Academics. We will demonstrate the process and have plenty of time for questions.

Tuesday, July 21
1:30-2:30 p.m. - Fraser Hall, room B20*
No registration required.

Any questions? Contact us at srhelp@umn.edu.

*Please note: Fraser Hall B20 is not a handicap accessible room.

Have two minutes to spare? Take our survey

The ASR Training Team is looking for your feedback on one of our training tools. Please take our two-minute survey on the UPK - even if you've never used it or heard about it before.

Changes to ECAS

Minor changes were made to the Electronic Course Authorization System (ECAS) as part of the upgrade. ECAS users should review the summary of these changes posted at our upgrade training webpage. One notable change is the elimination of the “Prerequisites for Catalog” field. Information previously listed in this field have been moved to the “Catalog Description” field.

Mass updating the Student Groups page in PeopleSoft

If you make mass adjustments (i.e., updating groups of students in batch) to Student Groups records in PeopleSoft, you will notice there are some changes in the process following the upgrade. A UPK topic provides step-by-step instructions on the updated process.

This and many other UPK topics can be easily accessed by clicking on the “Help” link in PeopleSoft and navigating to the Student Records section of the menu. If you’re new to using UPK, get started with this fantastic tool by taking a look at our UPK guide.

Using Multiple Reserve Capacities in CCS

Reserve capacities hold seats in a class for specified groups of students, such as students in a particular major or college. Sometimes departments need to hold seats in a class for two different groups of students. To accomplish this, the CCS scheduler enters two separate Reserve Capacity Sequences. Take care to add subsequent Reserve Capacity Sequence rows in the correct place:

Below, we see a class with two reserve capacities correctly added:

CAUTION: If a row is added incorrectly, in the Reserve Capacity Requirement Group, as shown below, the registration system will only recognize the reserve capacity group with the most recent start date and ignore the other group entirely.

UM Waitlist Email History page

The PeopleSoft UM Waitlist Email History page (Main Menu > Records and Enrollment > Term Processing > Waitlist > UM Waitlist Email History) keeps record of the email messages generated to students as part of the auto-enroll process. Messages include notification of enrollment in a class for which the student had been waiting or notification enrollment was attempted but not successful due to a time conflict or maximum credit limit.

Class schedulers and waitlist managers may visit the UM Waitlist Email History page to view the system-generated emails. On this page, the system creates a row for each email sent to the student for the selected term. It is important to note that the first row displays the earliest email sent. More recent emails appear chronologically on higher numbered rows.

Waitlist checkbox update and workaround information*

May’s Training Update discussed the use and functionality of the Waitlist checkbox, which students encounter as part of the registration process. Additional detail on the issue and a workaround that departments can implement if a waitlist has been started but open seats are available for a class has been posted to The Ledger, a blog by Academic Support Resources.

*This issue has been resolved.

Class Search spring 2016

Summer orientation season is now in full swing! To facilitate the registration for our newest undergrads, Class Search is modified for spring 2016 to display only undergraduate classes that are open for freshmen full year registration (FRFY).

If your classes do not have the class attribute FRFY, they will not show up in the Class Search until summer orientation is completed and fall term begins, September 8, 2015. However, you can still find them in the Class Schedule Summary Report in the Reporting Center, or in Course Enrollment Status in Student Center.

You may notice classes without the attribute FRFY have Stop Further Enrollment status on the Enrollment Control page. An ASR nightly process puts Stop Further Enrollment status on all non-FRFY classes. Once fall term begins, ASR will return these classes back to Active status, and they will again be listed on the Class Search.

CCS schedulers have a view-only access during closed period

Good news for CCS schedulers! During the CCS closed period, when general purpose classrooms are assigned, schedulers can still view their schedule of classes by going to Curriculum Management > Schedule of Classes > Maintain Schedule of Classes. Additionally, schedulers may make adjustments to assigned instructors during the CCS closed period using the UM Class Instructor Setup page: Curriculum Management > Schedule of Classes > UM Class Instructor Setup.

Student Groups page plus & minus buttons

Staff who add and update the Student Groups page may notice that sometimes they see two sets of plus and minus buttons and sometimes they only see one set. The reason being, while staff can view all of of the student groups on a student’s record, they only have access to update the student groups appropriate for their college or department. The lower set of plus and minus buttons will appear only for those student groups that the staff person has access to update.

UM Manage Waitlist page not displaying some students

Some students on class waitlists are erroneously not displayed on the UM Manage Waitlst page if the student has a future dated row on the Student Program/Plan page. Rest assured that these students are still on the waitlist and will be auto-enrolled if space in the class becomes available for them. A fix to this display error is scheduled for implementation on June 19. In the meantime, staff can verify if a student is on a class waitlist and the student’s position number by going to Records and Enrollment > Enroll Students > Enrollment.

Collaborative Class Scheduling UPK topics published

Twelve UPK topics for CCS schedulers have been published. Topics include an overview of each CCS tab, basic steps to scheduling, making common updates, working with combined sections, and managing waitlists. These UPK topics can be accessed by clicking on the ‘Help’ link in PeopleSoft or on the self-study training materials web page, by clicking on Collaborative Class Scheduling.

Waitlist checkbox: when to use it*

Staff who assist students with registration issues should be aware of the waitlist functionality that students encounter when adding classes in Student Center. For each class students attempt to add, they will see a checkbox option labeled “Waitlist if class is full.” Students should be advised to check this box only when the class is already full and they wish to join the waitlist.

If a class is not yet full and a student checks the “Waitlist if class is full” box, the student is placed on the waitlist even though seats are still available. Subsequent students attempting to register for the same class will also be made to join the waitlist. Students will be moved off of the waitlist and into available seats when auto-enroll runs. But, to avoid the unnecessary creation of a list of waiting students, please advise that the “Waitlist if class is full” box should only be used when the class is known to be full and a waitlist option exists.

If a class does not include the option to waitlist, and a student checks the “Waitlist of class is full” box, the student will receive a message stating that the class is full.

*This issue has been resolved.

Printable UPK Guide

Have you tried using the UPK for help with a PeopleSoft page or business process? A printable UPK guide is available as a quick reference to help you get started with this valuable new tool. It includes a list of many of the available UPK topics and make great cubicle wall decor!

Sign out when you’re done!

When you’re ready to end a session working in PeopleSoft, it is very important to click the Sign Out link in the upper right corner of the window, rather than just close your browser window or tab. Using the Sign Out link to end your session ensures that next time you log into PeopleSoft the database will function in the manner expected.

Faculty Center quick start guides

New quick start guides to help those with instructor responsibilities (faculty, instructors, TAs and their proxies) to complete tasks in the new Faculty Center are being developed and posted to our Upgrade training page.  Recently posted or coming very soon are guides to:

• Accessing Class Rosters
• Adding a URL to a Class Note
• Providing Permission Numbers
• Managing a Waitlist
• Entering Grades in Faculty Center
• Transferring Grades from Moodle to Faculty Center
• Changing a Grade

Updated Student Records training courses are available

Updated for PeopleSoft 9.0, revised versions of Student Data Inquiry (SDI) and Student Data Update (SDU) training for new staff (and those staff who need new access) are live in ULearn.

SDI continues to be delivered online, providing new users with view-only access to PeopleSoft student records. SDI is a prerequisite for SDU, Registration, Program/Plan and Collaborative Class Scheduling trainings.

SDU now offers additional online training options and training that is better tailored to the users’ needs. SDU - Basic (SR210T Student Data Update - Basic) teaches new users the fundamentals of updating student data in PeopleSoft.  It also provides instruction and enables users to gain update access to the following pages: Term Activation, Manage Service Indicators, Student Groups, and Student Advisor. After completing SDU - Basic, users may complete additional SDU “add-on” trainings, all online, to learn and gain update access to additional PeopleSoft pages. The “add-on” trainings include:

• SR231T Academic Standing
• SR232T Class Permissions
• SR233T Credit Exemptions
• SR234T Degree Clearance
• SR235T Enrollment Appointments
• SR236T Manage Committees.
• SR237T Milestones
• SR238T Waitlists

SDU - Basic training remains a prerequisite for Registration and Program/Plan training.

SDI and SDU training is for new staff or staff who need new access within the student records pages. Staff with existing SDI and SDU access do not need to re-take these trainings.

Changes to two popular reports - Academic Record and Class Section Status

Users attending recent Upgrade User Review sessions have commonly been interested in learning about the changes to two popular reports, the Academic Record report and the Class Section Status web report. Here’s the lowdown:

• The Academics Record report is being retired. Instead, users will be directed to the Student Services Center, where much of the same information can be viewed. Or, for a printer-friendly record of classes and grades, users may view and print an unofficial transcript from the Request Transcript Report page in PeopleSoft 9.0.
• The Class Section Status web report is also changing. Currently staff and students access this report from the One Stop website. After the Upgrade, this report will be named Course Enrollment Status and staff will access it from the Reporting Center. Students will also be able to access the report via MyU and the Student Center.

Job Aids for the Upgrade

The training team has published User Productivity Kits (UPK) on several topics for the Upgrade. These UPKs provide a tour of University of Minnesota PeopleSoft processes and can be accessed from the Help button in PeopleSoft, or at asr.umn.edu/upgradetraining. If you would like a printable job aid, use the “Print It” mode of a UPK. See https://asr.umn.edu/upkhowto for more information.

More Upgrade quick start guides available

New quick start guides to help staff with changes coming with the Upgrade are being developed and posted to our Upgrade training page.  Recently posted or coming very soon are guides to:

• MyU and PeopleSoft Login 
• Advisor Center 
• Student Service Center

All new SDI and SDU trainings coming soon

The ASR Training and Support Team is revising Student Data Inquiry (SDI) and Student Data Update (SDU) training for new staff (and those staff who need new access) in preparation for PeopleSoft 9.0. SDI and SDU will still be online courses accessed through ULearn and will launch the week of April 13, to coincide with the cutover to PeopleSoft 9.0.

SDI training (SR110T Student Data Inquiry) will contain a series of short video tutorials and associated review questions. It will continue to provide new users with view-only access to PeopleSoft student records, just as it does now. SDI will also continue to be a prerequisite for SDU, Registration, Program/Plan and Collaborative Class Scheduling trainings.

SDU will have some more noticeable changes by offering additional online training options and training that is better tailored to the users’ needs. SDU - Basic (SR210T Student Data Update - Basic) will teach new users the fundamentals of updating student data in PeopleSoft.  It will also provide instruction and enable users to gain update access to the following pages: Term Activation, Manage Service Indicators, Student Groups, and Student Advisor. After completing SDU - Basic, users may complete additional SDU “add-on” trainings, all online, to learn and gain update access to additional PeopleSoft pages. The “add-on” trainings include:

• SR231T Academic Standing
• SR232T Class Permissions
• SR233T Credit Exemptions
• SR234T Degree Clearance
• SR235T Enrollment Appointments
• SR236T Manage Committees.
• SR237T Milestones
• SR238T Waitlists

SDU - Basic training will remain a prerequisite for Registration and Program/Plan training. The Access Request Form is being revised to reflect our updated training offerings. SDI and SDU training is for new staff or staff who need new access within the student records pages. Staff with existing SDI and SDU access do not need to re-take these trainings.

Voice messages to the helpline now open ServiceNow tickets

To provide better service to our users, voice messages left on the Student Records Help Desk support line (621-625-2803) now trigger ServiceNow tickets to open for the Training and Support Team, just as emails sent to srhelp@umn.edu have been doing for the last few years. Staff are reminded that they need only leave a voice message or send an email, as doing both would open duplicate ServiceNow tickets.

Last Chance for Collaborative Class Scheduling (CCS) Upgrade training

In early April the ASR Student Records Training & Support team is offering last-chance opportunities for current ECS schedulers and their backups to take the required Collaborative Class Scheduling (CCS) Upgrade training. For those who haven't completed the CCS training, you can register for an upcoming session through ASR's Upgrade Training page. Sessions are filling up, so register soon!

Quick admit process changes

Do you use the quick admit process for admitting non-degree students? If so, be sure to visit the Student Records upgrade training web page to learn about changes to this process coming with the PeopleSoft 9.0 Upgrade. Unlike before, staff will need to conduct a person search using the Search/Match page to verify if an individual already exists in the system or if a new record should be created. A UPK on the upgraded Search/Match page is available. Additionally, 9.0 functionality will allow staff to quick admit students in a more seamless process. See how by viewing the Quick Admit UPK in See It! mode.

Faculty Center Guide

Following the PeopleSoft upgrade, the PeopleSoft Faculty Center will be the central online location for faculty, proxies, and teaching assistants to access class information. Faculty Center enables these individuals to view their teaching schedules, view and print class rosters and class rosters with photos, enter grades and much more. To help people prepare for the Upgrade, the Faculty Center Guide, along with other tutorials and quick start guides, are already available on our Upgrade training web page.

Required PeopleSoft 9.0 Upgrade training is available now

More than 800 people have already completed the Student Systems Upgrade Overview course. This is online course is required for all staff with access to student data in PeopleSoft and may be completed at your own pace at any time prior to the upgrade.

More details and links to complete or register for this training can be found on the PeopleSoft 9.0 Upgrade Training web page.

FINAL CCS Upgrade Training Sessions scheduled for early April

The go-live date for 9.0 PeopleSoft is just around the corner. If you are currently an ECS scheduler or back-up ECS scheduler, you need to attend a CCS Upgrade Training session. This course is required for those with ECS access and covers the new CCS pages, changes to business processes specific to scheduling, waitlists, grading, and scheduling rooms in the Astra schedule system. We have completed about 30 CCS training sessions thus far.

Our FINAL CCS training sessions have been scheduled for early April. More details and links to register for this training can be found on the PeopleSoft 9.0 Upgrade Training web page. Staff who have not yet attended or registered should register NOW. Seats are very  limited. Once registered for a session, please make every effort to attend that session. If you register for a class and later find you cannot attend, please withdraw from the class in a timely manner as a courtesy to others who may wish for a seat in the class.

Learn about using the UPK

You’ve probably heard at least some about the User Productivity Kit, also known as UPK. It is an Oracle tool that will allow staff to learn University-specific business processes at their work stations, at their own pace, and at a time that fits in their work schedules simply by clicking on the Help link on most 9.0 PeopleSoft pages. We’ve put together a short guide on how to use the UPK so that you can be prepared to use it right away following the upgrade.

9.0 PeopleSoft Reference Guide

Last month’s tip encouraged staff to prepare for the PeopleSoft upgrade by taking note of their PeopleSoft “Favorites” and learning the navigational paths to those pages since Favorites won’t transfer to the upgraded system. To aid with this effort, the 9.0 PeopleSoft Reference Guide is now available.

Self-Study Material for the Upgrade

Self-study materials and additional resources are available to help staff learn about new functionality and changes to current functionality coming with the upgrade. After completing the Student System Upgrade Overview course, staff who use student records should visit the Student Records Self-Study Training Materials web page to learn more details about changes to the pages and business processes relevant to their jobs. Topics include: service indicators, waitlists and auto-enroll, grades entry, transcripts, and much more.

Required PeopleSoft 9.0 Upgrade training is available now

More than 550 people have already completed the Student Systems Upgrade Overview course. This is online course is required for all staff with access to student data in PeopleSoft and may be completed at their own pace at any time prior to the upgrade.

Time is running out to complete the in-person Collaborative Class Schedule Upgrade training!  This course is required for those with ECS access and covers changes to business processes specific to scheduling, waitlists, grading, and scheduling rooms in the Astra schedule system. This training is only scheduled through February 12, so staff still needing it, should register for a session now and join the ranks of the 150 staff who have already completed it!

More details and links to complete or register for these training's can be found on the PeopleSoft 9.0 Upgrade Training web page.