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Student Records Training

Student Records Training

FERPA Tutorial computer 

The purpose of this tutorial is to familiarize faculty and staff with the Family Educational Rights and Privacy Act (FERPA) and to understand the importance of protecting a student’s educational record. 

SR110T Student Data Inquiry  computer

This is an introductory online training for all PeopleSoft Campus Solutions system (student records) users, and is a prerequisite to additional access in Student Records. Completion of this training grants users view-only access to Student Records pages as well as some Admissions and Student Financials pages. Staff will understand/be able to: how PeopleSoft is organized; navigate within PeopleSoft; FERPA; and basic student record processes.
(prerequisite for PeopleSoft access)

SR210T SDU - Student Data Update Basic  computer  Prerequisite

This training builds on the information provided in the Student Data Inquiry course. Staff will learn the fundamentals of updating student records in PeopleSoft. This training prepares staff to update: service indicators; term activation; student groups; and student advisors.
Prerequisite: SR110T Student Data Inquiry

SR525C Collaborative Class Scheduling (CCS)  In-person  Prerequisite 

This training provides an overview of CCS scheduling processes, including adding, changing and canceling class and section data. The use of combined sections, waitlists, reserve capacities, and class permissions are also discussed.
Prerequisite: SR110T Student Data Inquiry

Reporting Center Training for Student Systems Users  computer 

This short training course is required of users who wish to gain access to the Reporting Center. Note: If users have access to PeopleSoft and have already completed Student Data Inquiry training, this training & role is not necessary.

Student Data Update add-on trainings  computer  Prerequisite  

Prerequisites for all SDU Update add-on trainings: SR110T Student Data Inquiry and SR210T SDU - Student Data Update Basic

SR231T SDU - Academic Standing

SR232T SDU - Class Permissions

SR233T SDU - Credit Exemptions

SR234T SDU - Degree Clearance

SR235T SDU - Enrollment Appointments

SR236T SDU - Manage Committees

SR237T SDU - Milestones

SR238T SDU - Waitlists

 

Advanced Student Records Training

 

Scheduled training classes

SR220C Program/Plan Process  In-person  Prerequisite 

This class is designed for those staff who update majors and minors on student records, through the Program/Plan pages in PeopleSoft.  Staff will work through various scenarios dealing with changes such as major/minor change, leave of absence, suspension, and other discontinuations.
Prerequisites: SR110T Student Data Inquiry and SR210T SDU - Student Data Update Basic

SR310C Registration  In-person  Prerequisite 

This class covers the needed steps to enroll a student via the Enrollment Request page, as well as various options and overrides. Beginning Oct. 5th, 2016, this class also covers Block Enrollment which allows staff to enroll multiple students in multiple classes via batch processing. *Contact srhelp@umn.edu if you need block enrollment training and completed our registration training prior to Oct. 5th, 2016.
Prerequisites: SR110T Student Data Inquiry and SR210T SDU - Student Data Update Basic

 

Training scheduled by request

SR320IT - Block Enrollment  

This business process is now covered in the SR310C Registration training class. *Contact srhelp@umn.edu for more information.
 

SR610R - Quick Admit  In-person  Prerequisite 

Quick Admit training introduces staff to using the Quick Admit process to add a student to PeopleSoft.  This training is typically only for limited staff, including those in the Learning Abroad Center or College of Continuing Education.
Prerequisites: SR110T Student Data Inquiry and SR210T SDU - Student Data Update Basic 

SR620IT - Admissions  In-person  Prerequisite 

Admissions training introduces staff to using the Student Admissions process in PeopleSoft to admit and matriculate a student into a program. This training is typically only for limited staff, incluidng those in professional programs.
Prerequisites: SR110T Student Data Inquiry and SR210T SDU - Student Data Update Basic

Astra Training

Astra Training

 

Astra Schedule Events  In-person 

This training provides instruction for scheduling non-credit-bearing activities into rooms using Astra Schedule software.

SR540C Astra Academics for Collaborative Class Scheduling  In-person  Prerequisite 

This training is for staff who will schedule academic classes into departmentally-owned space.  It is recommended that staff attend SR525C Collaborative Class Scheduling (CCS) training prior to attending this training. For the convenience of staff who need both trainings, CCS and Astra Academics sessions are typically scheduled back-to-back.
Recommended prerequisite: SR525C Collaborative Class Scheduling (CCS)

ECAS and PCAS Training

ECAS and PCAS Training

 

SR510R - Electronic Course Authorization System (ECAS)  computer 

This self-directed training is required for those who need to update and/or approve courses in ECAS. Access is granted via the submission of the Access Request Form (ARF) to Information Technology's Provisioning and Requests office.  Once granted, Provisioning and Requests alerts the ASR Training Team, and we add this information to the staff person's record, and send them self-directed training material.  No in-person training is required.  (Note that all staff have view only access to ECAS - this access provides update access to the requested departments.)

SR530IT - Program and Curriculum Approval System (PCAS)  In-person 

This training is for staff whose job responsibilities include updating program requirements for majors, minors, and certificate programs in the PCAS system. (Note, all staff have view-only access to PCAS. This training provides editor access to PCAS.) Staff should bring to class examples of updates they are expecting to make to their program in PCAS. These will be used for practice during training. Individuals who will serve solely as program approvers (e.g., at the college level) and do not expect to edit programs in PCAS may not need to attend this training. See below.

SR535R - PCAS Approver Only  computer

This training is for staff whose job responsibilities include approving program requirements for majors, minors, and certificate programs in the PCAS system. This access is granted by request to ASR Training & Support srhelp@umn.edu. Training is self directed using materials provided.  Users' training records are updated administratively.

APAS Training

APAS Training

 

APAS Exceptions Training  computer  

In this course, you will learn how to grant exceptions in the Academic Progress Audit System (APAS).

For more information about APAS training, contact apasle@umn.edu.

GPAS resources

Student Financials

Student Financials

SF2306A SF Bus Process/Posting 1 In-person  Prerequisite  

This course will acquaint users with PeopleSoft Student Financials posting process along with an overview of Student Financials business processes. 
Prerequisite: SR110T Student Data Inquiry

SF23331A SF Third Party 1 In-person  Prerequisite 

This course will show users how to create a third party contract, and assign students to a contract.
Prerequisite: SR110T Student Data Inquiry

Trainings are scheduled upon request. Contact sfhelp@umn.edu to arrange.

Scholarship Automation

Scholarship Automation

For more information about scholarship automation training, contact fahelp@umn.edu, or read about Scholarship automation access.

 

Training for Student Workers

Training for Student Workers

Student workers who need view-only or basic update access to PeopleSoft Student Administration pages will be required to complete the online training courses available through the University of Minnesota’s Learning Management System. These courses may be launched by the student worker at their convenience and should each take about an hour to complete. Student workers who require additional access (for example, Program/Plan and/or Registration) will be granted the access with the understanding that their supervisor will provide the needed training and be responsible for all work completed by the student worker.

For any access to be established, an Access Request Form (ARF) and the appropriate ARF attachment must be submitted.

Learn more about the complete Student Worker Access Policy.

Key

computer training is offered online

In-person training is offered in-person

Prerequisite  training has a prerequisite

Support

ASR Training & Support
srhelp@umn.edu
612-625-2803