System support resources

Academic Standing

• Considerations (google doc)
• Best practices (google doc)
• Running the academic standing report (google doc)
• Making manual adjustments (google doc)

For more information contact srhelp@umn.edu.

Learn more about APAS, or register for training.  

For assistance, contact apasle@umn.edu.

Astra Academics

Resources for class schedulers

• Assign departmental rooms to classes (google doc)
• Astra Academics tips & features (google doc) 

Astra Events

Resources for events schedulers

• Create events (external link)
• Manage tentative event requests (google doc)

For more information, contact ocmsched@umn.edu.

The Coursedog page provides more information about access, training resources, and guides.

If you have questions about Coursedog, please contact the Coursedog Support team at coursedog@umn.edu.

Faculty center

Class roster how-to guides

• View class rosters (google doc)
• Print class rosters (google doc)
• Print class roster with photos (google doc)
• Email students (google doc)

Grade how-to guides

• Enter final grades (google doc)
• Upload grades (google doc)
• Enter mid-term grades (google doc)
• Change a grade (google doc)

Miscellaneous how-to guides

• Enter class URL (google doc)
• Manage class permissions (google doc)
• Manage waitlists (google doc)

Advisor center

• Advisor center guide (google doc)

Student services center

• Student services center guide (google doc)

For more information contact srhelp@umn.edu

Exceptions training course

• Staff and faculty GPAS exceptions

Degree audit

• Understand the GPAS degree audit (2 min video)

Planner

• Faculty and staff guide to Reviewing and Approving GPAS (Google Doc)
• Student guide to completing the GPAS Planner

Additional GPAS information can be found on the GPAS website. For questions contact gssp@umn.edu.

Information on the processes used to pay scholarship and fellowship awards is available on the University's Office of Human Resources website.

PeopleSoft user guides

Need help remembering the path to a Campus Solutions page in PeopleSoft? If so, please refer to the Campus Solutions Navigation guide (Google Sheet).

Use the following folders to find specific PeopleSoft Campus Solutions guides:

• Class permissions
• Collaborative class scheduling (CCS)
  • More class scheduling resources from OCM »
• Degree clearance
• Enrollment appointments
• Enrollment processes
  • Quick enrollment
  • Enrollment request
  • Block enrollment
• Enrollment verification
• Program plan
• Quick admit
• Service indicators
• Student advisor
• Student groups
• Student milestones
• Term activate a student
• Transcripts
• User defaults
• Waitlist

For more information contact

OTR Training & Support - questions about student Records and Enrollment
srhelp@umn.edu
 
Scheduling Team - questions about Collaborative Class Scheduling or Astra Schedule
ocmsched@umn.edu

Scholarship automation

Scholarship automation training guide (pdf)

For more information, contact saosf@umn.edu.

The student financials module supports all processes related to managing a student's account. This includes: tuition calculation, transaction posting, billing students and third party sponsors, payment processing, refund and direct deposit, collections, interfacing with the general ledger and financial reporting/reconciliation, and providing 1098-T data to students and their delegated users via parent/guest access.

Use the following links to view the user guides (google doc) on the topics below.

Common topics

• Viewing the customer account
• Understanding the due now amount
• Reviewing and printing an individual 1098-T
• Standard dates for Student Groups that impact tuition/fees

Payment plans

• Adding a student to a payment plan
• Removing a student from a payment plan
• Overriding installments in the payment plan

Refunds

• Creating student refunds
• Viewing A/P vouchers
• Completing an express payment in financials
• Creating student refunds with an extra amount

Posting transactions

• Posting a transaction for an individual student
• Entering charges or adjustments for multiple students
• Loading charges for students from a file
• Reversing payments
• Reversing charges

Third party contracts

• Creating a third party contract
• Copying a third party contract
• Assigning a student to a third party contract
• Removing a student from a third party contract

For more information contact sfhelp@umn.edu.

For resources, instructions, policies, and self-help guides, visit the Tuition and Fee Managment System support site. You can also learn more about TFMS.

Submitting a course for evaluation

• U of M Admissions - Transfer credit evaluation page

For advisors

• How to use Transferology Lab (Google doc)
• Advisor FAQs, Transfer Evaluation System (TES) (Google doc)
• Create a Transferology Lab account

For course evaluators

• Evaluator User Guide, Transfer Evaluation System (TES)
• Evaluator FAQs, Transfer Evaluation System (TES)
• Evaluation process map, Transfer Evaluation  System (TES) (Google doc)

Transfer equivalency reports

• Transfer Evaluation System monthly equivalency reports (Twin Cities only)

For more information contact tes@umn.edu.

The Tuition Attribution Guide aims to help users understand the tuition attribution process at the University of Minnesota and how their work could make an impact on that process.

Tuition data snaps

Data snaps are sets of captured tuition data that are recorded sequentially on fixed dates during a given semester. Data snaps are helpful to identify tuition data trends over time, both within a single semester and across multiple semesters.

There are five data snaps per term, including a pre-term snap for earlier tuition trends. The five snaps are the following: 

• Snap 1: Three weeks before Twin Cities campus start of term 
• Snap 2: First day of Twin Cities term 
• Snap 3: End of second week of Twin Cities term
• Snap 4: End of fourth week of Twin Cities term 
• Snap 5: Last day of instruction for Twin Cities 

Note: The snap dates are the same for all campuses, based on the Twin Cities regular academic session.

Support contacts

For technical assistance with the new tuition dashboards, contact ASR's Student Data and Analytics team. 

If you have general questions about the Tuition Attribution Guide and data snaps, contact SRHelp@umn.edu.