"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.