Changing a Student’s Program or Plan
Welcome!
This class will teach you how to change a
student’s Plan
(formerly called their Major or Minor)
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Objective
This class will teach you to:
• Change a student’s plan
• Change a student’s program
• Add a minor to a student’s record
Advisor 101 is a pre-requisite to this class.
• You can take Advisor 101 on-line via blackboard, in the
same location as this class.
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Agenda
• Refresher on career/program/plan
• Important Concepts:
• Effective Dating
• Including History
• Business Process Guide
• Hands-on exercises
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Program / Plan Changes
• Career: undergraduate, graduate, law, non-credit
• Program: what a student applies to and graduates from
(i.e. Katherine K. Herberger College of Fine Arts).
• Plan: major, minor, certificate (i.e Art)
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Program / Plan Changes
Very Important Concept #1: Effective Dating
In PeopleSoft, effective dating is the way
PeopleSoft keeps a history of changes over time.
When we make changes, we ADD A ROW with
the new information and a NEW EFFECTIVE
DATE (the date that the new info takes effect)
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Program / Plan Changes
Effective Dating
• The Effective Date of the change must be
BEFORE or ON the start date of the term
that will be effected
• You can back date actions
• As you add rows, the effective dates must
be sequential, but not necessarily
consecutive
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Program / Plan Changes
Effective Dating Example
- Let’s say the semester starts on the 11th
- Any changes made on the 11th or before will take effect for that
semester
- Each change must have its own date, and they must be
chronological
- SO if a student comes with a change, you would be clever to set the
date to several days before the start of the semester, so that you
can sandwich additional changes between the first change and the
start of the semester Sun Mon Tues Wed Thurs Fri
Sat
1
2
3
4
8
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11
12
Sem
ester
starts
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Program/Plan Changes
“Best Practice” dates for effective dating:
• Fall term – August 1
• Winter term – December 1
• Spring term – January 1
• Summer term (all sessions) – May 1
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Program/Plan Changes
Very Important Concept #2: Include History
You must be in “include history” mode to make
changes to a student’s plan.
•If you aren’t in “include history” mode, you may
miss important information about a student
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Program/Plan Changes
• Please review these three sections of the
Business Process Guide now.
• Navigation
• Helpful Hints
• Terminology
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Program/Plan Changes
3 different exercises:
• Change a plan
• Change a program and a plan
• Add a minor
This concludes this presentation.
Close this window and go to the next part of
the class, the hands-on exercises.
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