Training Guide Fundamentals Graduations Created on Tuesday, 26 July 2016 Training Participant Guide FUNDAMENTALS Go to www.uq.edu.au/sinet-support for useful SI-net reference materials For assistance email SI-netHelp@uq.edu.au or phone the SI-net HELP line on extension 58844 (8.30am - 5.00pm, Mon - Fri) The above website, email and HELP line are provided and maintained by the Student Functional Group (SFG), within the ITS Group ‘Student Administrative Systems Support’ (SASS). Version 3.0 Last Updated January 2016 Page 1 Training Guide Fundamentals Table of Contents Objectives 4 Getting Started What is SI-net? Please Sign In to the SI-net Training Environment What is mySI-net? An important note on Privacy 5 5 6 7 7 Navigation Demonstration: Navigating in SI-net Test Yourself: Navigating in SI-net Activity 1: Adding a page to Favorites 9 9 9 10 Basic SI-net Concepts Demonstration: A typical SI-net page The search page Modes of access Components and pages Inserting a new row, Effective Date and Effective Sequence Academic Careers Term Codes Warning and Error Messages 12 12 12 13 14 15 17 18 19 The Search/Match Function Why is it important to do a Search/Match? Specifying your Search/Match settings Activity 2: Specify your Search/Match Settings Performing a Search/Match Why should I search only using Date of Birth? Searching by name Demonstration: Conducting a Basic Search/Match Activity 3: Perform a Search/Match 20 20 21 21 24 24 24 25 28 Campus Community Adding Biographical Details for a new Person Activity 4: Add a new Person Update Biographical Details for a Person Using Address Linkage Removing Address Linkage Activity 5: Address Linkage 29 29 35 36 37 40 41 The 3Cs Icons The 3C’s icons Page 2 42 42 Training Guide Fundamentals Comments Administrative Functions Variable Data Adding or Updating a Comment Adding a new comment Updating a Comment Activity 6: Adding a Comment 43 43 43 43 45 47 48 Service Indicators Adding Service Indicators Removing Service Indicators Activity 7: Adding & Removing Service Indicators 49 50 52 55 Class Signon Add Signon Registration Tips and Rules Activity 8: Add Signon Registration Delete Signon Registration Activity 9: Manage Signon Registration Students Allocation Class Statuses Demonstration: Allocate Students by Class Students Class Signon 56 56 58 60 60 63 63 64 64 67 Getting Help The SI-net Player simulation tool 70 71 mySI-net mySI-net Staff Functions If a student is having problems with mySI-net… 72 72 72 Training Module Review Core concepts Consolidation activity 73 73 73 Appendices Useful tips and time-savers Working in multiple windows Setting your operator defaults Troubleshooting Glossary - Useful terminology for new SI-net users Legacy System Searches Advanced Search/Match 74 74 74 75 76 77 79 81 Page 3 Training Guide Fundamentals Objectives At the end of today’s session, you should have: An understanding of the structure and organisation of SI-net. An understanding of basic SI-net terminology and functions, and the ability to apply these in the student administration system. The knowledge of how to sign on and sign out of SI-net. The ability to navigate through the student administration system. The ability to add, update and search for people data, view service indicators and record comments. An understanding of basic Class Signon functions, and the knowledge of how to add or modify Class Signon registration and student allocations on the classes Page 4 Training Guide Fundamentals GETTING STARTED What is SI-net? The University of Queensland’s Student Information Network (SI-net), is the core student administration system for the management of student data. SI-net: Is based on Oracle PeopleSoft software; Is used by University staff members to complete student administration tasks such as processing applications, enrolment requests, entering comments, student financials, Electronic Course Profile etc. Consists of the following ‘modules’ for managing student information: Records and Enrolment Foundation module of SI-net - common source of personal data. Captures name, date of birth, addresses for all prospects, applicants and students, along with any comments and service indicators. Staff members are also here for the purposes of auditing, Research Examiner, Advisor Electronic Course Profile. They may already have id number. Also includes information on external organisations (e.g., other universities, UQ colleges, etc). Assists in the planning, managing, and tracking activities associated with prospective students. Provides comprehensive and flexible data collection. Assists in the planning, managing, and tracking activities associated with admissions. Provides comprehensive and flexible data collection and processing of student admission requirements. Helps to manage all aspects of student enrolment (including transfer credits, academic programs, and academic transcripts). Curriculum Management Assists in the planning and managing of UQ’s programs and courses (course details, program information and class schedules). Campus Community Student Recruiting Student Admissions An essential tool for managing student accounts. Allows the University to effectively manage and calculate all student financial information, including tuition, fees, payments and refunds. An additional module which manages information relating to postgraduate Research research students. Enables School and Faculty staff to conduct graduations checking, update Graduations graduation requirements and generate the Graduation Advisement Transcript (GAT) report. Assesses a student’s academic record against the relevant program rules, as Academic configured in the system, in order to determine the student’s eligibility to Advisements graduate. Student Financials User access to mySI-net and SI-net is regulated, with the level of access determined by each user's Faculty/Unit SI-net Coordinator. Users are required to attend appropriate training conducted by the Student Functional Group or Faculty SI-net Expert Users prior to gaining approval for access. Page 5 Training Guide Fundamentals Please Sign In to the SI-net Training Environment Access the SI-net Training Environment following the instructions provided by your trainer. Sign in using the unique training username and password that your trainer provides. Once you have been granted your SI-net access, where will you find the link to the ‘real’ SI-net system? Go to www.uq.edu.au/sinet-support/access to download the Request Access form, or use the printed form provided with today’s training materials. Staff from the Student Functional Group will advise you when your access has been established. Once you have been granted your SI-net access, you will sign in using your UQ network username and password that was assigned to you on your commencement as an employee. You can obtain information about passwords via the following website: http://www.uq.edu.au/secure/uqsignin/. When you sign in to SI-net, your browser may give you the option of saving your login credentials. To preserve the security of the information contained within SI-net, we recommend that you do not select this option. Page 6 Training Guide Fundamentals What is mySI-net? mySI-net is effectively a 'cut-down' version of SI-net, designed to provide self-service access for students, and allow non-administrative staff members to manage their classes. You will have a chance to learn more about this system on page 67. Users Notes mySI-net Staff Functions Including academic staff course coordinators and contributors Accessed via the tabs across the top of the SI-net page Used to generate class lists, upload grades, manage class signon, send bulk emails, etc. Can be used to assist students with their enquiries (e.g., viewing the Activity Log to see what updates have been made and by whom; using the Search by Student Number, Name page to view exactly what a student is seeing on his/her mySI-net page) View Legacy Academic Studies Reports Used to manage various aspects of their studies at UQ, including: - Updating some* of their personal details; mySI-net for Students - Gender+ can now be changed to Other o Title can be changed. One change per 24 hour period. - Enrolling / adding courses / dropping courses; - Requesting a program or plan change; - Viewing class and exam timetables; - Signing on for classes; - Viewing their studies report; - Making tuition fee payments via the internet; - Viewing and printing fee invoices; and - Viewing HECS-HELP and FEE_HELP statements. * Students cannot change their name, date of birth or citizenship using mySI-net. If there is an error in any of this information, the student must go to a Student Centre with legal proof supporting the change that they are requesting. + Further gender changes must be accompanied by legal documentation An important note on Privacy Access to SI-net is governed by the University's Policies and Procedures. In particular, the following policies relate to the operation and maintenance of SI-net: 1. HUPP 1.60.1 Right to Information 2. HUPP 1.60.2 Privacy Management 3. HUPP 1.60.4 Records Management Page 7 Training Guide Fundamentals What sort of information is stored in SI-net? Why is it important to keep this information secure? Please take care when interacting with students by phone or email, and ensure that you carefully verify the student’s identity upfront. As a general rule, email and phone should not be used by staff to transmit sensitive personal information. Where an email needs to include student details, it should be directed only to the ‘__@student.uq.edu.au’ email account (as opposed to a private, unverified email address). Whenever a student is able to obtain information or action a change themselves via mySI-net, they should be advised to do so. Page 8 Training Guide Fundamentals NAVIGATION Demonstration: Navigating in SI-net Your trainer will now demonstrate the process of navigating around the SI-net page. Click along on your own screen if you wish, to gain a better understanding of how to ‘get around’ in SI-net. Test Yourself: Navigating in SI-net Label the diagrams below with the appropriate letters A - G, to describe the various parts of the SI-net screen: A. Always click here to end your SI-net session, before you close your browser. This preserves the security of the information that has been accessed during your SI-net session. Failure to do so can impact upon system performance. B. This expands in a tree structure, with folders (e.g., Campus Community), sub-folders (e.g., Personal Information), and then hyperlinks to the actual SI-net pages (e.g., Add/Update a Person). The items that appear here will differ, depending on what level of SI-net access you have. C. This navigation option is called the ‘graphical menu’ and often takes you to commonly-used pages in fewer ‘clicks’ than the left-hand menu. D. Click here to access mySI-net staff functions. Some items here are time period dependent. E. This can be used to search for a page or function within SI-net (It is not used for searching for students, courses etc). F. This link provides access to the SI-net Training resources. G. Click here to add the current page into your ‘Favorites’ list at the top of the menu, so that you can access the page again quickly next time you use SI-net. (Be sure that the fields on the search page are empty when you click this link, so that a specific student’s details are not saved as part of your Favorites link). Page 9 Training Guide Fundamentals A. Always click here to end your SI-net session, before you close your browser. This preserves the security of the information that has been accessed during your SI-net session. Failure to do so can impact upon system performance. B. This expands in a tree structure, with folders (e.g., Campus Community), sub-folders (e.g., Personal Information), and then hyperlinks to the actual SI-net pages (e.g., Add/Update a Person). The items that appear here will differ, depending on what level of SI-net access you have. C. This navigation option is called the ‘graphical menu’ and often takes you to commonly-used pages in fewer ‘clicks’ than the left-hand menu. D. Click here to access mySI-net staff functions. Some items here are time period dependent. E. This can be used to search for a page or function within SI-net (It is not used for searching for students, courses etc). F. This link provides access to the SI-net Training resources. G. Click here to add the current page into your ‘Favorites’ list at the top of the menu, so that you can access the page again quickly next time you use SI-net. (Be sure that the fields on the search page are empty when you click this link, so that a specific student’s details are not saved as part of your Favorites link). Activity 1: Adding a page to Favorites The 'My Favorites' feature allows you to bookmark pages you use frequently. Your SI-net Favorites are unique to your User ID, and will appear every time you sign in (regardless of the computer you are using to access it). Navigate to the following 3 pages, then add them into your ‘My Favorites’ menu: Page 10 Campus Community > Personal Information > Search/Match Campus Community > Personal Information > Add/Update a Person Campus Community > Comments > Comments – Person > Person Comment Summary Training Guide Fundamentals Adding to Favorites Step Action 1. Before you add a page to your Favorites, please ensure that all variable fields such as EmplID are BLANK before you click Add to Favorites. Otherwise, the values that you have within these fields will be carried over the next time you access the page via Favorites. 2. Once you have clicked the Add to Favorites link in the top-right of screen, you will have the option of amending the description of the page if you wish. (It is better to leave with the default page name if you can, so that you can cite the correct page name if you need to call SI-net HELP). Click OK - This will save the page to your 'My Favorites’ list, and take you back to the SI-net page you were working on. 3. Any pages you have added can be accessed quickly next time, by expanding the My Favorites folder at the very top of your left-hand menu. Organising your Favorites Step Action 1. Under My Favorites, click the Edit Favorites link: 2. You can change the Sequence number to specify where you want the favourite to appear in your list, or you might wish to Delete an unused favorite using this ‘Edit Favorites’ page. Make sure you Save the changes before exiting the page. Once you have started using SI-net, you may find it useful to consult our Appendix for other tips and timesavers. Page 11 Training Guide Fundamentals BASIC SI-NET CONCEPTS Demonstration: A typical SI-net page Your trainer will now show you a typical SI-net page, so that we can discuss some of the basic concepts that you will come across in SI-net. The search page To access any page within SI-net, you first need to specify your search parameters. The search operands on this page usually default to ‘begins with’, but can be amended to other useful operators such as ‘contains’, ‘not =’, ‘between’, less/greater than or ‘in’ (which allows you to enter a comma separated list). Once you have entered the parameters and clicked Search, your Search Results will appear below the search criteria in a grid: If you perform the same search regularly, you can save your search criteria for future use by clicking the Save Search Criteria link (which appears on all search pages) and assigning a unique search name. Your saved search will then appear under a Use Saved Search drop-down list at the top of the search page. If you enter a specific student number, and that student only has one record, you would by-pass the Search Results list and go straight to the detailed SI-net page. Page 12 Training Guide Fundamentals As you begin to use SI-net more, you may find the following search wildcards useful within a search field, to find the name (person or organisation) you are looking for: Wildcard Function Example of use % (percentage sign) Match one or more characters before or after the % For example (when begins with is selected as the search operator), you could insert ‘%ANDE’ and this would return all names that include this string of letters, such as Alexander and Fernandez. _ (underscore) Match a single character For example, if a student name or number was partially obscured on a piece of written correspondence, and one or two digits were unknown, you could use this wildcard. If you entered 412_4567, this would return student numbers with any single digit on the place of the _ . \ (back slash) Escape character – do not treat the next character as a wildcard If the percentage sign (%) or the underscore (_) actually appear in the record you are searching for, you would need to enter the backslash before the above characters to ensure that the search does not treat these characters as wildcards. Modes of access The ‘mode’ that you select when accessing SI-net screens determines what effectivedated information you can view and update: Mode Search page Via Toolbar View Update Add - Add new data Update/Display (default mode) Current Data1 Future Data Today’s Data (if adding a new row); Future Data Include History (recommended) Historical Data Current Data Future Data Today’s Data (if adding a new row) Future Data Correct History (restricted to small # users) Historical Data Current Data Future Data All Data2 e recommend you always use Include History mode when viewing records rather than the default Update/Display mode, as allows you to view all the data available - historical, current and future. 1 Current Data does not necessarily mean it is effective-dated as of today - it may have an Effective Date in the past, but the information is still currently applicable. Such data can be viewed in Update/Display mode, but it cannot be altered unless in Correct History mode. 2 To ensure that an audit trail of changes is maintained, Correct History mode should only be used to modify data that has been incorrectly entered. Otherwise, data should be amended by inserting a new effective-dated row with the correct information entered. If you need to have a data-entry error corrected immediately after saving it, please contact the ‘Expert User’ within your organisational unit (most of whom have Correct History access), or call SI-net Help. Page 13 Training Guide Fundamentals Components and pages All mandatory fields on a SI-net page are denoted by an asterisk (*) You can move between pages by either clicking on the Tab labels at the top of the component, or by clicking on the hyperlinks, which you will find at the bottom of each page, below the toolbar. Items in the toolbar at the bottom of the page will be slightly different depending on which page you are on. Previous in List & Next in List buttons allows you to toggle between the records on your Search Results list, to easily compare information between students or courses. Look-up button provides a list of valid values for the field. Enables you to select a date from a calendar rather than enter it Rather than navigate between effective-dated rows using the arrows, you can view them all on a single screen. If the record has a large number of rows, you can use ‘Find’ to find the row you are looking for (e.g., enter ADMT to find the ‘Admit’ Row). It will return the first row that matches the string entered – you may need to ‘Find’ again if there is more than one matching row Add a new row, to add a new piece of information and/or make a change to an existing piece of information. Whenever you see this icon, you can download the contents of the grid directly into an Excel document. This allows you to spell-check the contents of a particular field. Page 14 Training Guide Fundamentals Inserting a new row, Effective Date and Effective Sequence Whenever you need to add a new piece of information or make a change to an existing piece of information, you need to add a new effective-dated row so that the historical data is not lost. This way, SI-net retains a full chronological history of all data by preserving a trail of the changes that have been made. Whenever you add a new row, you will be prompted to provide an Effective Date. This represents the date from which the change should take effect. As each amendment is stored on a separate effective-dated row, you can use the arrows and links in the blue scroll area to view the effective-dated information available for certain data. For example, if a person has changed their mailing address, instead of overwriting their current address, we insert a new effective-dated row to record the new mailing address. Therefore, we retain the historical address information while being able to record the updated address details. When creating a new piece of information in SI-net, the Effective Date defaults to today’s date, but this can be changed if necessary to future- or back-date the information as required. Future-dating It is possible to record future-dated information using effective dating. The system will allow you to insert a new effective-dated row, change the Effective Date to a future date and enter data which will become active at a later date. For example, if a student informs you that they will be changing their program as of next semester, you could insert a new effective-dated row, and future date it to the appropriate date. Back-dating It is also possible to record back-dated information using effective dating. The system will allow you to insert a new effective-dated row, change the Effective Date to an earlier date and enter data which is active as at an earlier date. For example, if a student was admitted to a program after the start of the admitted semester, we would backdate the Effective Date to before the start date of the semester. Effective Sequence The Effective Sequence field is useful when multiple rows are added to a student’s record with the same Effective Date. This sequence represents the order in which the changes were made, with ‘1’ representing the first change on a given Effective Date, ‘2’ representing the second, etc. Page 15 Training Guide Fundamentals If you are adding multiple rows with the same Effective Date, always take care to ensure that the Effective Sequences are in the correct order. SI-net will usually automatically default the correct Effective Sequence if you are adding new rows on today’s date or a future date. However, please take particular care if you are back-dating the Effective Date field, as the correct Effective Sequence will not always be auto-populated when you make this change to the Effective Date field. For example: Your Action SI-net Defaults Your Next Action Add 1st new row Effective Date: Today Effective Sequence: 1 Back-date the Effective Date (e.g., to before term start date) Leave Effective Sequence as 1, as this is the first change to take effect on that date. Add 2nd new row Effective Date: Today Effective Sequence: 1 Back-date the Effective Date to before termstart date You must then manually amend the Effective Sequence from 1 to 2, as this is the second change to take effect on that date. If the various Effective Sequence fields are not in the correct sequence, you will encounter an error upon saving. Page 16 Training Guide Fundamentals Academic Careers Academic Careers categorise the courses and programs offered at the University of Queensland based on academic level. They represent the general level of study to which a student has been admitted. The following Academic Careers are offered at UQ: Undergraduate First level of university study (students have usually just completed high school). A Bachelor Degree, Diploma or Certificate can be awarded to the student upon completion of an Undergraduate career program. Postgraduate Coursework At masters, graduate diploma or graduate certificate level, in which the greater proportion of the program is coursework rather than research. Most coursework programs are made up of specialised courses in a structured lecture/tutorial format with assessment typically taking place throughout the course and an examination at the end. Normally undertaken after the completion of an undergraduate degree, or in some cases, on the basis of relevant work experience. The Commonwealth Department of Education, Employment and Workplace Relations (DEEWR) defines a research higher degree, as distinct from a coursework program, as a program where the assessable content by research represents more than two-thirds of the total assessable content. UQ offers different types of research programs: Master of Philosophy, Doctor of Philosophy and Higher Doctorates. Enrolment in a course or courses offered by UQ does not lead to the award of a UQ degree. Examples include students enrolled in the Enhanced Studies Program, cross-institutional students and Study Abroad students. UQ College delivers tertiary preparation programs, equivalent to Year 12 completion and an Associate Degree. These programs aim to help equip students with the skills and attributes needed to engage in successful tertiary study Courses aim to provide professionals the opportunity to up-skill and improve their level of competence in their chosen careers. The courses are generally offered on an ad hoc basis. Completion of CPD courses do not lead to the award of a UQ degree, however CPD courses may be used as credit towards a UQ degree if the student pursues further studies. Postgraduate Research Non-Award UQ College Continuing and Professional Development Page 17 Training Guide Fundamentals Term Codes While most UQ staff and students will refer to the standard period of study as a ‘Semester’, the SI-net classification of this typical study pattern is a ‘Term’. We also have Trimesters and Research Quarters The Term Code is configured in SI-net as a four digit number. Below is the break-down of an example Term Code - 6220 (Semester 1, 2012): 6 2 20 The first digit represents the decade as follows: The second digit represents the last number of the year, as follows: 6 = Current decade, spanning 2010-2019 7 = Decade spanning 20202029 1 = 2011 (if preceded by a ‘6’) 2 = 2012 3 = 2013 4 = 2014 5 = 2015 6 = 2016 (etc) The last two digits of the term code represents the term / semester as below: 05 = Research Quarter 1 10 = Trimester 1 20 = Semester 1 25 = Research Quarter 2 30 = Trimester 2 45 = Research Quarter 3 50 = Trimester 2 60 = Semester 2 75 = Research Quarter 4 80 = Summer semester You can always just use the look-up button to populate the Term Code field, so don’t worry about trying to remember the term code if you are new to using SI-net. Trimesters & Research Quarters The University of Queensland introduced new Trimesters (for UQ College programs) in 2011 and new Research Quarters (for Research Higher Degree students) in 2012. Please contact the Student Functional Group for more information if required. The correct term code for such study patterns can always be obtained via the look-up button. Page 18 Training Guide Fundamentals Warning and Error Messages Warning Message A warning message will not prevent you from saving the record, it just warns you to check what you are entering is correct and comprehensive. Read the warning message in full to be sure that you fully understand it. Then, if you are sure about the data you have entered, click on the OK button to continue. If you are not sure click on the Cancel or No button, you will be returned to where you were. Error Message These messages will appear in a browser dialogue box and usually provide a description of the error that has occurred. Unless the error is corrected, the system will prevent you from saving or proceeding further. Below is an example of what a typical error message will look like (in this case the 'first name field must be entered' error message): If such a message appears, click OK, then go back and correct the error to proceed. ID Number Background ID numbers that begin with a 3 are students or staff that commenced at UQ prior to 2001, they were originally 9 digit numbers that have been converted to 8 digits ID numbers that begin with a 4 are students or staff that commenced at UQ from 2001 onwards. These too are 8 digit numbers One ID number issued per person and to be retained forever regardless of their status at UQ, either student or staff Page 19 Training Guide Fundamentals THE SEARCH/MATCH FUNCTION Search/Match is a mandatory step prior to adding a new person in SI-net. A correct Search/Match is the key to preventing the creation of duplicate records in SI-net. A 'person' (whether a student, staff member or prospect) should only have a single ID that exists in SI-net. Why is it important to do a Search/Match? Given that the University of Queensland has been in existence for more than 100 years, it is possible that an applicant may have attended UQ already at some point in their life. A person should only ever have one student number throughout their entire academic career with the University of Queensland, regardless of how long ago their first number was issued. Every person who has ever had an ID number issued is still held within the Campus Community > Personal Information records (even though there may be no computerised academic record of their study, they may have a date of birth of 17/11/1858). It is possible that a person may not realise that they already have a student ID number, or they do not provide it for some reason. For example: 1. The person may have commenced study in the past and may now wish to return to study either at the same or higher level of study. They may not mention the fact they have been here before. 2. The applicant may have changed their name (e.g., due to marriage). 3. The person may have applied via QTAC for a quota place, but then did not commence that study. They may still exist in Campus Community (this is especially true of all applicants since 2001). 4. The person may have enrolled in one of the enhanced study programs offered to high school students displaying exceptional ability in a course (e.g., science or languages). They may not have originally supplied their full legal name (for example Sam instead of Samuel or Samantha). 5. Gatton campus was an educational institution in its own right up until the 1990’s, when it was amalgamated into UQ. All previous Gatton students were entered into UQ’s Campus Community equivalent at the time. They may not realise that they have a UQ ID number. 6. All staff members with access to SI-net are issued a student ID number at the time that they apply for SI-net access. If the staff member has studied at UQ, their original student ID number is assigned at this point. This linkage of usernames to ID numbers is a system audit requirement. 7. There is also a ‘Convocation’ category. This covers people that had to be issued a student ID number in previous student systems, for reasons other than the ones detailed above. We accept the name and date of birth supplied on the first application as the applicant’s legal name and date of birth. If a student requires a change to this information for any reason, they are required to present themselves at a Student Centre Page 20 Training Guide Fundamentals with legal documentation (e.g., birth certificate, passport, marriage licence, divorce documentation) supporting the request to change their name or date of birth. Specifying your Search/Match settings Search/Match requires some parameters to be specified to commence a search. These settings ‘point’ the system to the overall type of database search you wish to conduct. In almost all cases, this will be the standard UQ Person search type. To make this quicker, you can set up your parameters within a ‘saved search’. Once you have selected and saved the correct settings, you will not need to do so again. These settings will be saved with your SI-net User ID details, so the defaults are applied even if you access SI-net from a different computer terminal. When you first gain access to SI-net, please follow the steps within this section to set up your Search/Match. Activity 2: Specify your Search/Match Settings Conduct the steps below along with your trainer to set-up your Search/Match parameters in the SI-net Training Environment. Remember that you will need to follow these same steps (one time only) as soon as you get your SI-net Access, so that your Search/Match parameters are then set-up for use in the future. Step Action 1. Navigate to: Campus Community > Personal Information > Search/Match Staff members working with prospects or applications may prefer to access the Search/Match page via the Student Recruiting or Student Admissions menu folders. However, the page that you access is the same, regardless of the menu path that you use. 2. Enter or select the: Search Type: Search Parameter: Person UQ_SRCH 3. Click Save Search Criteria. 4. Name your saved search (e.g., “Standard”). All saved searches must be given a unique name. 5. Click Save. (Note that you can delete a saved search later if you wish) 6. Click Return to Advanced Search to return to the original screen. Page 21 Training Guide Fundamentals Step Action 7. Click the Search button. The Search Criteria page appears. This is the page which will be used to actually conduct the Search/Match once you have finished specifying the search settings. 8. The Search Result Code, at the top of the page needs to be specified to determine the format of the results that will be returned from your search. Rather than specifying this code every time you perform a Search/Match, you can set this up as a default value. Click the User Default link, and then use the look-up button to select UQ_PERS_RES from the Search Result Code. Click OK. 9. Page 22 You have now completed the process for setting up your Search/Match settings. To see how the Search/Match page will appear next time (and every subsequent time), click Search/Match in the left-hand menu, and select your previously saved search from the Use Saved Search list. Training Guide Fundamentals SI-net also offers a Search Type of ‘Organization’. However, staff members who are responsible for maintaining information about external organisations are likely to find that the standard search pages (under the Create/Maintain Organizations folder), are more than adequate for locating information about the external organisations recorded in SI-net. This page can be accessed via: Campus Community > Organization > Create/Maintain Organizations. In addition to the standard UQ_SRCH, SI-net also offers the Advanced Search, which enables you to search for a person based on a range of additional criteria, such as middle name, address details, email address and phone number. In some circumstances, you may find these additional fields useful for locating a student record. If you would like to set up and save an Advanced Search (in addition to, or in place of, a standard UQ Search/Match), please see the ‘Advanced Search’ section in the Appendix. Most users will find it helpful to add the Search/Match page into their My Favorites folder (as per the instructions on page 10). Page 23 Training Guide Fundamentals Performing a Search/Match Why should I search only using Date of Birth? The safest way to commence your search for a pre-existing ID number is to search based on the date of birth alone. When you run a Search/Match based on just the DOB, all name types and names with that date of birth will display. You can then manually check the details within the list of Search Results using your judgement, so that you can be 100% sure that the person does not already exist in SI-net. This is recommended to avoid duplication of SI-net records due to: Name changes (e.g., due to marriage or divorce), where the person has not informed the university about this name change. Current or previous misspellings of the name / typing errors (including instances where the surname and first name have been transposed) Other changes such as gender reassignments (please be very careful and sensitive about such matters). However, note that there are people in SI-net with no date of birth recorded. Some of these are new people where the date of birth has not been recorded for some reason. Others are records that were moved from the legacy student systems (there was a time when dates of birth were not required). If you see a person in the system with a date of birth of 17 November 1858, this means that a correct date of birth has never been recorded. Searching by name If a Date of Birth has not been provided or you have not found a match based on the date of birth, you should then conduct a Search/Match based on the name (without the date of birth specified): To be sure that you do not exclude a prior misspelling from your search, you could enter the last name and just the first initial of the first name, or just the first few characters of both the first and last name. All names entered will be converted to capitals after you exit the fields. Peruse the results until you find the person, or are sure there is no match Note that Search/Match is not an exact match process. It will always try to find something that matches your inquiry. It may match only on the last name, if it can. If you have not found a match at this point, it is likely that there is no existing record in the system. However, if you believe that a UQ record should exist, you could also try an Advanced Search/Match. Please refer to the instructions in the Appendix Page 24 Training Guide Fundamentals Demonstration: Conducting a Basic Search/Match Your trainer will now demonstrate the process of conducting a Search/Match. Click along on your own screen if you wish, to gain a better understanding of how to understand and peruse the Search/Match results. Step 1. Action Navigate to: Campus Community > Personal Information > Search/Match. Later, when you are more familiar with using SI-net, you may wish to access this page via My Favorites. 2. Locate your saved search within the Use Saved Search drop-down list. This field will only appear if you have first completed Activity 2. 3. If the Date of Birth (DOB) information is supplied, perform the Search/Match based on DOB only, as this provides the most accurate and broadest search. Enter the Date of Birth only, press [Tab] to refresh the page, and then click the Search button. Page 25 Training Guide Fundamentals Page 26 Training Guide Fundamentals Step 4. Step Action To view all of the Search Results on a single page, click the Show all columns button so that you can see all of the columns without needing to navigate between the separate tabs. Action 5. Peruse the Search Results. As for any SI-net list, it is possible to sort the Search Results list by clicking on the hyperlinked column headings. For example, clicking on the Last Name column will sort the results alphabetically by last name. Sort and re-sort the data as required to assist with your review. 6. If you could not locate the person based on the Date of Birth search, or if the date of birth was not supplied, conduct a search based on the person’s name only. Click the Return to Search Criteria link to return to the search input page and click the Clear All button to clear out the previously entered DOB information. Enter the person’s name using the First Name Search and Last Name Search fields. [TAB] out of the fields to refresh the screen, and then click Search. Page 27 Training Guide Fundamentals Step Action Carefully peruse the results, using the Show all columns button to view all of the results on a single screen. 7. Use the hyperlinked column headings to re-sort the list, to assist with your review of the Search Results. 8. If you cannot find the person based on their official first name, continue to conduct your searches based on the possible ‘preferred’ or unofficial names (e.g., Rob or Bob instead of Robert). 9. Please check all details to be 100% sure you have located the correct person. If in any doubt, you can use the Carry ID button (which appears in the first column of the Search Results list), and then view the person’s record via the Add/update a Person page to verify that you have located the correct person. The Carry ID feature allows you to save the person’s ID number, so that it is ‘carried over’ and populated automatically into the ID field on the next SI-net page that you access. The default search operator used for this type of basic search is ‘Begins with’. This means that if you enter a search value in the first name field of ‘Sam’, your Search Results list will include Samuel, Samantha, etc. It is not an exact match search. Activity 3: Perform a Search/Match You have been asked to add the details of a new person into SI-net. The details are: First Name: _____________ (insert your first name here) Last Name: Enriquez Date of Birth: 15/08/1983 Gender: (insert your own gender) Check whether this student’s details are already in SI-net using your newly set up Search/Match and the instructions above. Only if you are 100% sure that this person does not already exist in SI-net, we can then proceed to go ahead and add them in the next Activity. Page 28 Training Guide Fundamentals CAMPUS COMMUNITY The Campus Community Module: Is the fundamental module of SI-net; Is the single repository for all ‘personal data’ in SI-net; Captures name, date of birth, address and contact information for all prospects, applicants and students; Is also used to perform numerous tasks at the ‘person’ level, including assigning a checklist, generating communications, recording comments, and managing service indicators; Also stores information about external organisations (e.g., other universities, UQ colleges, etc). Adding Biographical Details for a new Person In many cases, biographical information about a new person is imported into SI-net automatically, via QTAC admissions (most undergraduate student records and several postgraduate programs) and/or UQ’s Online Applications System, SITS:Vision (which, as of July 2011, is used to process Domestic Postgraduate Coursework applications). In such cases, the manual data entry process outlined below is not required. The addition of biographical data for a new person would be required when entering a prospect (a person who may study at UQ in the future) , as part of the Direct Admission process (applications received and processed at the university), for the research area to add the details of an Examiner or Supervisor into SI-net or to make a staff member a course co-ordinator. Note: If a staff member has failed to perform a thorough Search/Match prior to adding a person in SI-net, there is a potential for the duplication of an existing ID number. Resolving the issue of duplicate IDs is a lengthy and labour intensive process. The Student Functional Group emphasises the need for staff members to be vigilant in performing a thorough Search/Match. If you have any concerns, please contact SI-net HELP. Page 29 Training Guide Fundamentals If you need to add a new person into SI-net, follow these steps: Step Action 1. Navigate to: Campus Community > Personal Information > Add/Update a Person 2. If a Search/Match has been performed and no matching person exists in SI-net, click the Add a New Value tab. If a matching person did already exist in SI-net, access their existing record via the Find an Existing Value page and confirm that all details are still correct. See the ‘Update Biographical Details for a Person’ section below if any amendment is required to the existing record. 3. On the Add a New Value page, note that the ID field defaults to NEW Do not change this value. SI-net will automatically assign an ID to the person when the record is successfully saved. Click the Add button. 4. On the Biographical Details page, use the fields provided in the top sections of the page to enter the person’s First Name, Middle Name, Last Name, Date of Birth and *Gender. When entering the Date of Birth, note that you can enter dates in SI-net without the slashes (ddmmyy or ddmmyyyy) and the correct formatting will be applied when you [TAB] out of the field. You could use the calendar look-up icon if preferred. Page 30 Training Guide Fundamentals There are rare instances where a person only has a single legal name (i.e., not a first name and a last name). In such cases, enter a full stop ‘.’ in the First Name field and the provided name in the Last Name field. This allows us to identify the person in future via Search/Match (which places primary value on Last Name). Never use foreign accents etc. in names – they cause issues for several systems at the university Never enter anything in the field marked Legacy ID, this is designed to hold only the original 9 digit ID number Please note that brackets (along with other unnecessary nonalpha characters) entered into the Name field will prevent the creation of the student’s Email for Life mailbox alias. If you need to enter a Preferred Name, this is done using the Names link that appears immediately after saving the person (before you navigate away from the page!). Please refer to the SI-net Student Admissions training guide for more details on using the Names link. Step Action 5. In the ‘Addresses’ section at the bottom of the page, enter the person’s Home Address details. First, confirm that "Home" is displaying in the *Address Type field (this is the default value). When adding a new person, you will usually specify either a Home, Mailing or Business address type). However, note that the student is responsible for verifying and maintaining this information via mySI-net, and they will be prompted to do so when enrolling. 6. Once the correct Address Type is selected, click Edit Address link to access the ‘Edit Address’ page. Page 31 Training Guide Fundamentals Step Action 7. Use the fields on this page to enter the person’s address details and then click the OK button. Note that the person’s suburb should be entered into the City field, not into the Address 2 field. You will be returned to the Biographical Details page, and should note that the entered address is now displayed on the page. 8. If you need to enter another address type, click the Add a new row button within the ‘Addresses’ section. Note that you will now be on Row 2 of 2 within the blue scroll area in the ‘Addresses’ section. You then need to change the value selected under Address Type from ‘Home’ to the required type (e.g., ‘Mailing’, ‘Permanent’). All the details will copy over from Row 1. Click the Edit Address link, and overwrite the details if required. 9. Enter any other address types as required, by adding a new row, selecting the relevant Address Type and editing the address. For international students, the Home address in SI-net should always be a local address. The student’s country-of-origin address must be entered as a ‘Permanent’ Address type. When specifying the Permanent address type, you would click the Change Country link on the Edit Address page, to change the country from ‘Australia’ to the relevant international location. The address format and the look-up options (e.g., under ‘State’) will then be updated to the specifications of the country selected. Step Action 10. To view all addresses that have been entered, click the View All link on the blue ‘Addresses’ scroll area. (Due to space constraints, only one address type will display at a time unless this link is selected). Page 32 Training Guide Fundamentals Step Action 11. To enter a contact phone number, select the relevant value from the Phone Type list (e.g., Home, Work or Mobile). Then, enter the phone number into the Phone field, using numeric digits only. If entering an international number, a ‘+’ plus sign can be inserted prior to the country code. If only one phone type is being entered, please tick the Preferred checkbox next to that number. No brackets should be used in this field, as it will cause DIISRTE (formerly DEERW) errors. When entering Australian mobile phone numbers, please do not include any spaces or symbols/characters (e.g., brackets, plus signs, hyphens, etc) within the number. Bulk SMS services (which are increasingly being used by the university to send messages to students) rely on this standard 10digit format of Australian mobile numbers, with no spaces or punctuation included. Step Action 12. If there is more than one type of phone number provided, click the Add button to create additional rows in this section. Then, select the relevant phone type/s and enter the number/s as required. Note that it is mandatory to use the Preferred checkbox to specify which number represents the preferred contact for the person. 13. To enter an email address, select the relevant type (Home, Business etc.) and enter the address into the Email Address field. If only one email type is being entered, please tick the Preferred checkbox next to that email address. The Add button is again available in this section to insert the second and any subsequent email types. If multiple email addresses are provided, one of them should be set to preferred. However, irrespective of the preferred email address selected, university correspondence will always be sent to the student email address, once this is created by ITS. The student email address will not need to be entered as part of this process. Once created by ITS, student email addresses are added to the student’s SI-net record via batch processing. Page 33 Training Guide Fundamentals Step Action 14. If you need to access the Regional page, use the tab at the top of the page or the Regional link at the very bottom of the page. You do not record the applicant's Ethnic Group details on this page, student’s are required to provide this information as part of their enrolment tasks The Citizenship Status must be entered at this time, if this information has been provided, as it is a requirement for various other processes in SI-net. Once this has been entered, only specific sections (such as the Student Centre) are permitted to amend it and then only by adding a row. The other fields on this page should be left as is. The regulatory region will always remain as Australia. Page 34 Training Guide Fundamentals Step Action 15. Click the Save button. At this point, the ID shown at the top of the page will update from ‘NEW’ to the SI-net Student ID that has been created for the new person. You might wish to take note of this ID for subsequent use. You may also notice the Names and Addresses links, which appear on the page upon saving. A new ‘Addresses’ tab also appears within this group of pages upon saving. The Addresses feature can be accessed (via the link or the tab) to make updates to this person’s address in future (although in reality this would often be done via mySI-net by the student themselves). If a student has been matriculated to Student Records without a citizenship they cannot login let alone enrol until their citizenship has been updated by a staff member. Activity 4: Add a new Person As you have already conducted a Search/Match in Activity 3 above, you can now be sure that the student does not already exist in SI-net. Using the demonstration provided by your trainer and the steps outlined above, please enter this new student into SI-net: First name: _____________ (insert your first name here) Surname: Enriquez Date of Birth: 15/08/1983 Gender: (insert your own gender) Home Address: 54 Drysdale Court Tingalpa QLD 4173 Mailing Address: PO Box 1111 St Lucia 4067 Permanent Address: St John’s College (See Activity 5) Phone: (07) 3390 1111 Mobile: 0412 345 678 Email: standard100@hotmail.com Citizenship: Australian Citizen A new Student ID will be generated as you save. Please take note of it here: _______________________ Once you have finished, please conduct a Search/Match using the Date of Birth, and identify the person that you created within the Search Results list. Page 35 Training Guide Fundamentals Update Biographical Details for a Person Students will usually update their own biographical details in mySI-net. However, the following process can be used if a change needs to be made in SI-net before the student is program and term active, or mySI-net cannot be used for some reason: Step Action 1. Navigate to: Campus Community > Personal Information > Add/Update a Person. The 'Find an Existing Value' page will appear by default. 2. Enter the student ID (if known) in the ID field. If the ID is not known, conduct a Search/Match, locate the correct person’s record and then use the Carry ID button before accessing this page. While you can also search for the student by entering their last and first name directly on the Add/Update a Person search page, this search process is far less informative and reliable than that provided by Search/Match. The entry of the correct ID number is the best way to ensure you are viewing and updating the correct record. 3. Always click the Include History checkbox to ensure that you are viewing all previously entered data and rows associated with that record. 4. Click the Search button. 5. Make the required updates on the Biographical Details page, adding a new row in the appropriate section: To add an additional Phone or Email, click the relevant Add button, select the ‘type’ and enter the details. To remove an incorrect Phone or Email address click the Delete a row button next to the out-dated row. Page 36 Ensure that one Phone type remains selected as ‘Preferred’. The ‘Student’ email address should never be changed manually from the address provided by ITS. Training Guide Fundamentals Step Action 6. To enter a new address for the person, access the Addresses page via the tab at the top of the page or the Addresses link near the bottom-left of the Biographical Details page. Once you are on the Addresses page, you first need to select the Address Type that you are adding. Select the relevant checkbox (e.g., Home, Mailing or Permanent) within the Add Address Types section on the right of the page. Next, enter the new details by clicking the Edit Address link or using the Address Linkage link if relevant (see next section for details). Note that Address information is effective-dated, so a history of address changes is retained in the system. Click Submit to add the newly entered address into the list of Current Addresses. Only once you have saved the page will this new Current Address be added to the record. 7. Once the details have been entered or amended as required, click the Save button. Using Address Linkage Address Linkage can be used to link a person’s address to an external organisation, if that the organisation already exists in SI-net. For example, if a student lives at a UQ residential college, their addresses can be linked to that college, and their correspondence will then be sent to the college's address, which is housed centrally on the Organisation pages of SI-net. Another example could be an international student who has requested that their mail be sent to an educational representative or agent. To use the ‘Address Linkage’ feature, the person must already have been added into SI-net. You can then access their saved record to insert the linked address as follows: Step Action 1. Navigate to: Campus Community > Personal Information > Add/Update a Person. The 'Find an Existing Value' page will appear by default. 2. Enter the student ID (if known) in the ID field. If the ID is not known, conduct a Search/Match, locate the correct person’s record and then use the Carry ID button before accessing this page. While you can also search for the student by entering their last and first name directly on the Add/Update a Person search page, this search process is far less informative and reliable than that provided by Search/Match. The entry of the correct ID number is the best way to ensure you are viewing and updating the correct record. Page 37 Training Guide Fundamentals When you move from one SI-net page to another, you may sometimes notice that the ID field has been auto-populated with the last ID you were working with in SI-net. Always double-check that the ID and student details are correct. Step Action 3. Always click the Include History checkbox to ensure that you are viewing all previously entered data and rows associated with that record. 4. Click the Search button. 5. Access the Addresses page using the ‘Addresses’ tab at the top of the page, or by clicking the Addresses link near the bottom-left of the Biographical Details page. 6. On the Addresses page, you first need to select the Address Type that you are adding. Select the relevant checkbox (e.g., Home, Mailing or Permanent) within the Add Address Types section on the right of the page. 7. Then, you need to enter the new address. This could be done manually using the Edit Address link. However, to link a person’s address to that of an external organisation click the Address Linkage link. Page 38 Training Guide Fundamentals Step Action 8. The Address Linkage page will appear. This page is used to specify the Organisation to which the person's address will be linked. If the Org ID is known, you can enter it directly. Alternatively, use the look-up button to search for the organisation. 9. The Look Up Org ID page will appear. This page allows you to enter search criteria to find the Org ID if needed. You could enter the entire organisation name or any criteria you know, and click the Look Up button. This search page is a useful place to use '%' (the wildcard that can be used instead of changing the operand to ‘contains’ - see page 13). For example, to search for St John’s College, you might enter “%stjohn” into the Search Name field. This would return all organisations that contain this string of characters in their name. Select the correct organisation from the Search Results list by clicking anywhere in that row. 10. Once you have specified an Org ID, click the Look up button next to the Location field and click the relevant location within the Search Results list. Even if only one location exists for the Org ID, it still needs to be selected for the address linkage to be saved. Page 39 Training Guide Fundamentals Step Action 11. Click the OK button. You will be returned to the Addresses page. The newly entered organisation’s address details will appear in the Address field within the ‘Add Address’ section. 12. Click the Submit button. This newly entered address should then appear within the Current Addresses section at the top of the page (although note that only 2 addresses are displayed in this section – in cases where you are entering a third address type, click View All). 13. Only once you have saved the page will this new Linked Current Address be added to the record. Click the Save button. Removing Address Linkage Step Action 1. Navigate to: Campus Community > Personal Information > Add/Update a Person. The 'Find an Existing Value' page will appear by default. 2. Click the Search button. 3. Access the Addresses page using the ‘Addresses’ tab at the top of the page, or by clicking the Addresses link near the bottom-left of the Biographical Details page. 4. On the Addresses page, you first need to select the Address Type that has been set to a linked address, usually Mailing. 5. Click on the address type to the left of the address. This address is not editable until you click on the Reset button 6. This releases the address linkage although it does leave the address in place. Which should be updated to the correct address 7. Only once you have saved the page will this new Linked Current Address be added to the record. Click the Save button. Page 40 Training Guide Fundamentals Activity 5: Address Linkage The person that you added in Activity 4 has requested that their Permanent Address be recorded as St John’s College. As the details of St John’s College are already saved in SI-net as an ‘Organisation’ (Org ID: 10000175), you can now update the student’s record and enter this Permanent Address Type using ‘Address Linkage’. Page 41 Training Guide Fundamentals THE 3Cs ICONS The 3C’s represent Checklists, Communications and Comments. They are SI-net’s ‘tracking functions’, allowing staff members to keep track of the progress of certain business processes within student administration. The 3C’s icons The 3C's icons appear at the top-right corner of numerous pages within SI-net including: Term Activation page Student Program/Plan page Comment Summary page Application pages These icons allow you to access a sub-page directly at the point of need, to enable the recording of the comment, checklist or communication. 3C item Icon Used for… Checklists Keeping track of items required to be achieved or submitted by students in relation to their application, enrolment or other aspects of their studies. Communications Generating letters based on standard university communications templates. Recording the correspondence between the University and the student (e.g., when students respond to an offer, the response is recorded as an incoming communication) Comments Keeping a record of any relevant information regarding the student. The recording of Comments is the most commonly used of the 3Cs processes. As such, this function is explained below as part of this Fundamentals training course. Checklists and Communications are more widely used for processing an application (e.g., assigning a checklist to an application; generating communications to liaise with an applicant, etc). As such, these are explained in the Admissions module. Page 42 Training Guide Fundamentals COMMENTS Comments are attached to a person's ID in SI-net to record useful information about: The processing of that person’s record in SI-net (such as the granting of transfer credit or a special exam); Communications with the person; or General information applicable to the person. Administrative Functions Comments are entered against a person's record according to the administrative function being processed. For example: If you need to record comments regarding the processing of a person's application to study at UQ, the administrative function would be ADMA (Admissions Application). Comments relating to a student’ program would be recorded under the function SPRG (Student Program). The Comment ID is the ID number of the person who created the comment it is added automatically. Variable Data Depending on the administrative function to which the comment relates, you may need to enter variable information such as a person's application number, or a student's academic career and career number. If you access the Comments page via the Comments icon on another processing page within SI-net (e.g., via the Maintain Applications pages), the Variable Data and Administrative Function information will automatically default. Adding or Updating a Comment Any time you need to add a comment in SI-net, you must always check to see if a comment about the same topic has already been recorded for the person, before adding a new one. If a relevant comment already exists, you would then update the comment. Step Action 1. Navigate to: Campus Community > Comments > Person Comment Summary 2. On the Person Comment Summary page, enter the relevant student ID number into the ID field and click the Search button. Page 43 Training Guide Fundamentals Step Action 3. The Comment Summary page will display. Always click the Search button again on this page to check if any relevant comments already exist, before adding a new one. This will allow you to view all of the existing comment records for a person. 4. Page 44 Check the Search Results section to view the comments that have previously been entered for this person, taking into account the Administrative Function and Variable Data that you intend to be using to enter your comment: If the search is completed and no search results appear, this means that no comments have ever been recorded against this student’s record. You can go ahead and add the required comment as a new one. If the search yields some comments, but they represent a different Administrative Function or they relate to different variable data (e.g., the student’s previous Academic Career), briefly check the comments using the View links to check the contents and ensure that they do not relate to your current comment, and then go ahead and add a new comment, selecting the appropriate Administrative Function, Comment Category and Variable Data. You will often find that a thread of comments already exists against the student’s record for this particular Administrative Function and Variable Data, and thus you need to access that thread of comments and add your new one onto the top of it. In this case you would use the View links to confirm this and then use the relevant Edit link to update the previously entered comment (see instructions commencing on page 46). Training Guide Fundamentals Adding a new comment If the above search tells you that you can go ahead and add an entirely new comment, continue as follows. (Steps continued from steps 1-4 above): Step Action 5. To add a new comment for this student, the most convenient method is to click the Add a New Comment icon within the 3C's icons at the top of the page. The Person Comment Entry page will appear as a new SI-net window. Maximise this window to make it easier to work with this page. 6. Enter or use the look-up button to select the required *Administrative Function. (E.g., "SPRG" would be selected for comments relating to the student’s program). 7. Enter or use the look-up button to select the required *Comment Category field. (E.g., "FACLTY" is selected to enter Faculty Comments about the above Student Program function). 8. As the person entering the comment, enter your own department (the UQ organisational unit in which you work) into the Department field, or use the look-up button to select the correct abbreviation. 9. Always click the Variable Data button to check what variable data is required about this comment / person. Being ‘variable’, the fields that appear on this page will change depending on the administrative function and comment category that have been selected. For example, you may need to specify the Academic Career and Career Number to which this comment applies, using the look-up buttons next to the fields. Even if only one value appears for the student under these look-up buttons, you still need to manually go in and select them to complete the comment entry process. Once you have finished providing the required variable data, click the OK button. Page 45 Training Guide Fundamentals Step Action 10. Enter the comments in the standard comment entry format into the Comments field. Comments must be entered in the following format: [Today's Date] [Your initials]/[Your section's abbreviation]: Comment text Please keep in mind that other staff members are able to see comments you have entered, and students can request access to all recorded comments under Freedom of Information legislation. Therefore, it is important to keep the comments succinct and professional. For example, Terence Trainer from the BEL faculty might enter: "10/11/2011 TT/BEL: The credit has been approved and entered on SI-net today.” 11. Click the Save button. Remember to close the window & return to your original SI-net window. Page 46 Training Guide Fundamentals Updating a Comment If your search at step 4 above told you that a relevant thread of comments already existed for the student, you would need to update the comment. This means that any subsequent comments for that same administrative function are added in as a line at the top of the existing comments thread, so that the most recent comment appears at the top. This addition of the newest item to the top of the comment thread is done manually, and great care must be taken not to edit or delete the previously entered comments. While SI-net will not stop you doing so, it is University Policy that previously entered comments are not edited or removed, to maintain a full and accurate history of the comments entered against the student’s record. The Comment ID in the Comment Data section will remain as the ID number of the person who created the comment. It is entered automatically by the system. This process allows us to maintain an easy-to-view display of related comments for the processing of a record, which can be seen on a single screen. Please be sure that you do not enter a whole new comment for the administrative function and variable data, if one exists already. (Steps continued from steps 1-4 above): Step Action 5. Within the Search Results section of the Comment Summary page, use the Edit and View links to access the existing comments and confirm that they relate to your current comment. If you are sure about which comment you need to update, click the Edit link to update that existing comment: 6. The Person Comment Entry page will appear in a new SI-net window. Maximise the window if you wish. 7. To update an existing comment, position the cursor at the start of the existing text in the Comments field and press [Enter] to insert a line. Enter your new comment above the existing comment in accordance with the standard comment entry format. [Today's Date] [Your initials]/[Your section's abbreviation]: Comment text Please keep in mind that other staff members are able to see comments you have added, and students can request access to all recorded comments under Freedom of Information legislation. Therefore, it is important to keep the comments succinct and professional. Page 47 Training Guide Fundamentals Step Action 8. Click the Save button. Remember to close the window & return to your original SI-net window. Activity 6: Adding a Comment The student that you added into SI-net in the activities above has contacted the Student Centre and requested that their name be changed in SI-net, and has presented all the appropriate documentation to support this change. The correct surname is actually: Henriquez (not Enriquez) Use the instructions above to enter a comment about this change into SI-net, in the correct format, with your own initials and organisational unit details and today’s date. Administrative Function: Comment Category: General Campus (In reality you would also need to action this change by adding a row on the Add/Update a Person page - However for the sake of this activity let’s assume that this has already been done). Page 48 Training Guide Fundamentals SERVICE INDICATORS Service Indicators: Flag important information relating to a student's record. Serve as a visual reminder of specific conditions associated with a student. Can impact on the student's ability to enrol in courses or to view grades on mySI-net. Service Indicators can be positive or negative. Service Indicator flags appear in the top right-hand side of all pages associated with that person's record. Below is an example where a student has both positive and negative service indicators visible on the Biographical Details page. Positive Service Indicator A positive indicator is to alert staff to the fact that their something they need to be aware with this student such as they are sponsored under a third party contract arrangement, or they may be entitled to special consideration. Most are sponsorships. Negative Service Indicator (NSI) A student could have a negative service indicator if they have been excluded, or if they have incurred parking or library fines. Negative service indicators that require an action by a student will also appear on mySI-net as Tasks against the student's record. For many NSI’s, the student will be unable to add new courses or view their studies report until the NSI is released. To view the details of a service indicator, click on the icon. This will take you to a page that identifies the service indicator type, and also includes a Details link where you can view some more details about the service indicator. However, if you needed to view the comments included within the service indicator, you would need to navigate to the Service Indicator page via the following menu path: Campus Community > Service Indicators > Person > Manage Service Indicators Page 49 Training Guide Fundamentals Adding Service Indicators Service Indicators are only applied to a student’s record by those staff members who work in the relevant area. For example, only staff working in the Properties & Facilities Division would apply a negative service indicator (NSI) relating to a traffic fine; only Library staff would apply an NSI relating to a library fine, etc. Step Action 1. Navigate to: Campus Community > Service Indicators > Person > Manage Service Indicators. 2. Enter the student number in the ID field and click the Search button. 3. The Manage Service Indicators page will display. This page is used to add and remove service indicators. It records details such as the type of service indicator, any outstanding payments, and any relevant comments. 4. Click the Step Action 5. On the Add Service Indicator page, enter the Service Indicator Code or use the look-up button to select the relevant code (e.g., a staff member entering a NSI for traffic fines would select “TRA”). 6. Enter the relevant Service Ind Reason Code or use the look-up button to select it. The options available will be dependent on the Service Indicator Code selected above. (In some cases, only a single Reason Code will be available for selection: e.g., “TRAFF” for Traffic Fines). Page 50 link to add a service indicator record. Training Guide Fundamentals Step Action 7. The information in the Description field is automatically populated based on the selections made above. The Start Term field will default to 0000 and can be left as such, or changed to the current term if desired. The Start Date field will default to today’s date. The End Term and End Date fields are generally not used (unless you are advised to use them as part of a specific Service Indicator procedure document). 8. If a payment amount is applicable (as in the case of some negative service indicators), this amount is to be entered in Amount field. 9. Note that the Placed Person ID and Placed By fields are populated automatically with the details of the staff member who is adding the service indicator. 10. If there are Comments relating the service indicator, these can be entered in the field at the bottom of the page, using the standard comment entry format: [Today's Date] [Your initials]/[Your section's abbreviation]: Comment text. 11. Note also the Services Impacted section, which outlines what the student is able / unable to do while the Service Indicator is in place. For example, the student may not be able to add courses in mySI-net until their Negative Service Indicator released. 12. Click the Apply button and click OK. The service indicator has now been added. Page 51 Training Guide Fundamentals Removing Service Indicators A Negative Service Indicator (NSI) acts as a visual reminder and can impact on the student's ability to enrol and to view their studies report. Common NSIs that can be imposed on a student's record include: Page 52 Disciplinary Fines Outstanding Debt - Research Exclusion Exams - Results Withheld Library Fines Traffic Fines Overdue Loans Training Guide Fundamentals If a NSI is related to a fee item, once payment has been made, the NSI is automatically removed in an overnight batch process. However, students may sometimes need to urgently access their studies report or perform other mySI-net actions immediately. In such cases, the NSI can be removed manually by staff in the relevant area. Only the faculty or area that placed a service indicator should remove the same service indicator. The Amount field is an information field only – the value inserted here does not drive any processes. Changing the Amount to ‘0’ in an existing service indicator page does not remove the service indicator from the student’s account. To remove or ‘release’ a service indicator: Step Action 1. Navigate to: Campus Community > Service Indicators > Person > Manage Service Indicators 2. Enter the student number into the ID field and click the Search button. 3. The Manage Service Indicators page will display. Sometimes there may be more than one service indicator applied to a student's record. Ensure you navigate to the appropriate Service Indicator and click the link relating to that service indicator under the ‘Code’ column to access the details. Prior to removing a NSI related to a fee item, confirmation is required that all outstanding fees have been paid, for example, by viewing a receipt. Page 53 Training Guide Fundamentals Step Action 4. To remove a service indicator, click the Release button at the top-right of the page. 5. You will be asked to confirm the release. Click the OK button to confirm the removal of the service indicator. The negative service indicator is now removed. Page 54 Training Guide Fundamentals Activity 7: Adding & Removing Service Indicators Practice the process of adding a service indicator, using your student from above. Enter a positive service indicator for Sponsorship and a Negative Service Indicator for Library Fines. Then, navigate to the Campus Community > Personal Information > Add/ Update a Person page and view your student’s record, to see the newly added service indicator icons. Next, let’s assume that their library fines have been paid out in full and this negative service indicator can now be ‘released’. Follow the steps above to remove the service indicator. Page 55 Training Guide Fundamentals CLASS SIGNON Staff register class signon to allow students to perform electronic class signon: Staff member who registers a course/class type first will automatically become the primary owner to manage class signon Secondary administrators can be nominated by the primary owner Both the primary and secondary owners have edit access to manage class signon Other staff members have view only access to those registered course / class type Add Signon Registration To add a Class Signon: Step Action 1. Navigate to: Class SignOn > Add Class Signon Registration 2. Enter the Term, Subject Area, Campus,and then click the Search button. 3. Click the link with Course, Class Type and Campus combination that you hope to Add Signon. Page 56 Training Guide Fundamentals Step Action 4. 5. Specify Secondary Owners, Contact Email Address, Signon Start Date, Signon Start Time, Signon Close Date, Signon Close Time, and then click Next Step button. Please do not open Signon prior to the start of your Faculty Start Date. Please avoid scheduling all of your classes to open at the same time and date – this impacts by overloading and crashing the system (use the Details link). Do not make the opening time too narrow. Staff can set classes to Staff Allocation Only by clicking Staff Allocation Only. Page 57 Training Guide Fundamentals Step Action 6. 7. Define Class Size, Signon Permitted, Student View, and then click Save button. When classes are linked, the class size is shared between two course /class types e.g. HMST3846 P01 and HMST7846 P01 (Semester 1, 2016) Tips and Rules 1. Room Capacity is the maximum number of students allowed in a physical location, this number cannot be changed. 2. The Class Size is the preferable number of students allowed in a physical location and students can signon up to the class size. 3. Maximum class size = Up to Room Size(override not allowed), if room capacity up to 20 Up to Room Size * 1.05, if room capacity between 21 to 99 Up to Room Size * 1.10, if room capacity greater than or equal to 100 4. Staff must update the Class Size to a value greater than zero, alternatively, if you do not wish to have those classes opened for signon yet, the Class Size can remain as 0, change the Signon ‘Permitted’ and Student View to ‘No’. This will make the class disappear off the published timetable, but it will remain within the timetabling system (Syllabus Plus). 5. Student View determines student’s ability to see class Signon details on their Signon pages and therefore signon to it provided Signon Permitted is set to ‘Yes’. Page 58 Training Guide Fundamentals 6. Signon Permitted determines whether students are allowed to Signon themselves. 7. Registering Group Classes: When registering Grouped Classes – i.e. one class with more than one class meeting (T1, T1 and T2, T2), each class meeting will display on a separate line as shown below The example shown below indicates that students will be required to attend two lectures for CSSE1001. The Class Size, Signon Permitted and Student View fields will only display on the top line but applies to all class meetings. The maximum Class Size in this case should not exceed 177. Page 59 Training Guide Fundamentals Activity 8: Add Signon Registration You have been asked to add 2 new courses into SI-net. The details are: * Primary Owner: _______________ (default will be your user ID) Secondary Owner1: _____________ (optional) Secondary Owner2: _____________ (optional) * Contact Email Address: ______________ * Signon Start Date: ______________ (for the current semester) * Signon Start Time: ______________ (for the current semester) * Signon Close Date: ______________ (for the current semester) * Signon Close Time: ______________ (for the current semester) Staff Allocation Only: ______________ (optional) Student Signon Notification: ______________ (optional) Secondary Owners are assigned by Primary Owner. After allocation, all owners will have the same privilege over the course/class type. Student Signon Notification will be shown on mySI-net Student. Delete Signon Registration The deletion of the entire Signon Registration for Course/Class Type (e.g. COMP1000/Tutorial) is done via Manage Signon Registration. Step Action 1. Navigate to: Class SignOn > Manage Class Signon Registration 2. Enter the Term, Subject Area, Campus, and then click the Search button. 3. Click the link with Course, Class Type and Campus combination that you hope to Delete Signon. Page 60 Training Guide Fundamentals Step 4. Action Tick on the checkbox appearing at the bottom of the page to perform the deletion of Signon Registration for the Course/Class Type, and then click Next Step button. Page 61 Training Guide Fundamentals Step Action 5. Click Save button, and then click on OK button on the popup window to confirm the deletion. 6. Specify Secondary Owners, Contact Email Address, Signon Start Date, Signon Start Time, Signon Close Date, Signon Close Time, and then click Next Step button. Prior to deleting Signon Registration, staff should perform the following: Students must be informed via email about such action. Deallocate signed-on students via Allocate Students by Class as Signon Registration can only be deleted where there are no students signed-on to the classes. Only Primary and Secondary Owners have access to delete their own registration. Page 62 Training Guide Fundamentals Activity 9: Manage Signon Registration You have been asked to delete the new course you just created in SI-net. Navigate to Class Signon > Manage Signon Registration’. Search for one of the course/class type’s you just created in Activity 8. On the following screen, click on Next Step button to peruse and make changes on class/course type details. Students Allocation This functionality allows staff members to allocate, pre-allocate and unallocated student(s) to a specific course/class type singularly or in bulk. Allocate Students by Class Allocate Students by Student Only owners of relevant course/class type will have an option to Change Allocation. Page 63 Training Guide Fundamentals Class Statuses Below Class Statuses are displayed on the grid to aid Student Allocation. Current SignOn = 0 Student View = ‘Yes’ Student Permitted = ‘Yes’ Current SignOn = 0 Student View = ‘No’ Student Permitted = ‘No’ Current SignOn > 0 Student View = ‘No’ Student Permitted = ‘Yes’ Class meeting is deleted from Syllabus Plus. Signon has reached the maximum Class Size. Signon has reached the maximum Room Size. Empty Not Offered Not Viewable Deleted Full Class Full Room Only classes which will have a Class Allocation link are ones with students signed on to them. Demonstration: Allocate Students by Class Your trainer will now demonstrate the process of conducting Manage Class Signon. Click along on your own screen if you wish, to gain a better understanding of Student Allocation on class/course type. Step Action 1. Navigate to: Class SignOn > Allocate Students by Class 2. Select Semester / Year, and then select Course Code or Subject Area Code. Click on the Search button. Page 64 Training Guide Fundamentals Step Action 3. Click the Next Step link with the Course Code that you hope to change the allocation. 4. On the following screen, Change Allocation link will appear on the grid if you are an owner of any of the course/class type’s. Page 65 Training Guide Fundamentals Step Action 5. On the following screen, click on the Course/Class type to change the Student Allocation. 6. On the following screen, click on the desired Student ID. 7. Page 66 Reallocate or deallocate by clicking on the target Group, and then Save button. Click on Previous Step. Training Guide Fundamentals Step Action 8. Confirm the change made, and exit the menu. Students Class Signon Students signon to a class via the Class Signon page when it becomes available. If a course/class type has not been registered for signon yet, where the Class Offering has multiple instances, e.g. Tutorial/T1, T2, T3, mySI-net defaults Signon Action = ‘Not scheduled yet’. If a course/class type has not been registered for signon yet, where the Class Offering has only one instance, e.g. Lecture/L1, mySI-net defaults Signon Action = ‘Not Applicable’. If a course/classes type has been registered and is now open for signon, a link appears in the Signon Action = ‘Signon Available’. If a course/class type has been registered and either the student/staff has signed on for the student, a link appears in the Signon Action = ‘Change Signon’. Page 67 Training Guide Fundamentals SignOn Actions: Not Applicable: Indicates that this Class Component will not require registration for electronic Signon. Not Scheduled Yet: Indicates that this Class Component has not been scheduled for electronic Signon but will be. Staff Alloc Only: Indicates that the school staff will allocate students to this component. These classes will not appear in your timetable until the status is allocated. Once the student has successfully signed-on to a class meeting, it will appear as bold as shown below. Page 68 Training Guide Fundamentals Page 69 Training Guide Fundamentals GETTING HELP If you need help with using SI-net, consider the following options: 1. Check if the information you need is on: www.uq.edu.au/sinet-support - In particular, the Training and Useful resources pages may assist you. - Consider also the ‘SI-net Player’ simulation tool (see p. 71). 2. Your local ‘SI-net Expert User’ may be able to assist you. - SI-net Expert Users play a vital role in extending the reach of the Student Functional Group throughout the university, and helping to tailor SI-net training and support messages to be specific to your organisational unit. - Specifically, Expert Users are responsible for: Delivering one-to-one training to staff colleagues who are new to aspects of SI-net and have completed this Fundamentals training course. Signing the Access Request form after the training is complete (SI-net coordinator approval is also required on this form). Acting as a first contact for staff members who have questions about SI-net. Liaising with the Student Functional Group on behalf of their organisational unit for system and training-related issues. - If you have made a data-entry error in SI-net, Expert Users should be your first point of contact. These staff members often have ‘Correct History’ access, and/or can escalate the issue to the relevant academic administration manager or to the Student Functional Group as required. - To find your SI-net Expert User/s, go to: www.uq.edu.au/sinetsupport/training and click ‘Role of SI-net Expert Users’ on the right. 3. If you need a report on SI-net information, go to www.mis.admin.uq.edu.au and log in / request access to the Reportal (Business Objects). - Remember that SI-net and mySI-net are not reporting tools. Almost all of the information accessible within SI-net can be included in a Business Objects report. - Note however that there is at least a 24 hour time delay between changes being made in SI-net / mySI-net and this information being reflected in the Reportal. 4. Contact SI-net HELP. - The SI-net HELP line is available if you encounter difficulties or need a Business Analyst’s assistance with using SI-net. - Please email SI-netHelp@uq.edu.au or telephone extension 58844 (8.30am - 5.00pm, Mon - Fri). Page 70 Training Guide Fundamentals The SI-net Player simulation tool On the SI-net support ‘Training’ webpage, you may notice a link to the SI-net Player. This is an online simulation tool, which allows you to see ‘step-by-step’ demonstrations of some key SI-net processes, and practice the steps within a simulated environment. Step Action 1. Go to www.uq.edu.au/sinet-support/training and click the SI-net Player Link at the bottom of the page. 2. Click the green icon to launch the SI-net Player. 3. Expand the hierarchical menu on the left of your screen, until you find the topic that you wish to view. An individual topic is represented by this icon. 4. Only when you have selected a single topic, you are then able to select the desired ‘Playback mode’ at the top of the screen. We recommend either Try It mode or Do It mode. Try It mode allows you to perform the steps of the process, following clear instructions within a simulated environment which looks very much like you are working within a real SI-net window. A pop-up bubble instructs you on the steps to follow, and you are required to actually follow the steps to move through the simulation. In Do It mode, the SI-net Player opens as a small window in the bottom corner of your screen, to serve as a ‘memory aid’ when you work in the ‘live’ SI-net system. You are not required to do any steps within the player window, you just use the arrows in the yellow instructions pane to move backwards and forwards through the steps, reading the instructions and viewing the screenshots as you go. You can drag the corner to increase the size of the Do It window - both the lower screenshot pane and upper yellow instructions pane can be resized to meet your needs. Once you have exited a topic, you will be returned to the SI-net Player hierarchical menu page, where you can view a different topic. If you are finished using the Player, simply close the window. Page 71 Training Guide Fundamentals MYSI-NET mySI-net Staff Functions Your trainer will now demonstrate the process of viewing a student in mySI-net, and provide a quick overview of the other functions that are available using the mySI-net tabs. Using the SI-net Player tool that you were introduced to above, you can ‘click along’ within the ‘mySI-net overview for staff members’ simulation and access the pages also. For more details about using the mySI-net staff functions, please refer to the Staff Guide to mySI-net, which appears under the Important Information heading on your mySI-net sign in page. If a student is having problems with mySI-net… Problem Unable to view the mySI-net pages or has not yet received their mySI-net login details Advice A staff member with SI-net access can usually check whether they are Program and Term Active (these processes are covered in more detail in the Records & Enrolments training). Unable to carry out certain functions in mySI-net such as adding courses or accessing their Studies Report. Staff can check (on SI-net or mySI-net pages) whether they have a Hold / Negative Service Indicator. My Studies Report link has disappeared. Note that the Studies Report link is removed from mySI-net for a brief period on the morning of grade release each semester, to help manage the load on the mySI-net servers at this busy time. Students should be reassured that this menu link is usually returned early afternoon of the same day. Password issues Instruct the student to contact ITS (by visiting the UQ Connect office or phoning 07 3365 6000) or Ask IT (by visiting the Library, phoning 07 3365 8811 or Australia wide 1300 738 082). Staff from the Student Functional Group cannot re-set student passwords (although we may need to unlock the account in the case of repeated failed password attempts). Page 72 Training Guide Fundamentals TRAINING MODULE REVIEW Core concepts The Search/Match should always be run prior to adding a new person in mySI-net, to avoid the creation of duplicates. Searching by Date of Birth only in the first instance is a good practice to maximise your chances of finding the record, if it already exists in SI-net. The hyperlinked column headings in the Search Results table can be used to sort & re-sort the data to help you find the person you’re looking for. When viewing a record, it is better to ‘Include History’ wherever possible, rather than just view the record in the default ‘Update/Display’ mode, as you may not be seeing the whole picture without the history included. If you forget to select the checkbox on a search page, you can always use the toolbar button at the bottom of a page. When adding a new piece of information and/or making a change to an existing piece of information, a new effective-dated row is added so that historical data is not lost. Navigating through effective-dated rows is a key skill for viewing SI-net records. The blue scroll area is used, either clicking through the arrows, or clicking the View All link to see all of the rows on a single page. Generally, staff members should not be making changes that students can do themselves via mySI-net. Prior to adding a new comment for a person, you should always Search for existing related comments first, and if applicable, inserting your comment at the top of the existing related comment stream. Comments must always be professional and succinct, and entered in a standardised format. Service Indicators provide an informative flag for staff and students. Only staff in the applicable area apply a service indicator (e.g., Library), and only those same staff members in that area should release the service indicator. Consolidation activity Please use your SI-net navigation skills and the information provided by your trainer to complete the SI-net Fundamentals Consolidation Activity. You will need to navigate to each of the pages that we covered in today’s course, to find out about a real student’s record in SI-net. As we are working with real student information in this activity, please remember to return the handout to your trainer at the end of the session. Page 73 Training Guide Fundamentals APPENDICES Useful tips and time-savers If you hover your mouse over an item in the menu, you will notice a tool tip (or mouse-over), which describes the purpose of the folder or page. Tool tips are used throughout the system to provide hints about the function of buttons, icons and hyperlinks. You may wish to minimise the left hand menu if you are working on a complex SI-net page and want to use the whole screen to view the page. You can do this by clicking the Collapse Menu ‘minus sign’ icon at the top-right of the menu bar. To return to the normal view, use the Expand Menu icon . You can right-mouse-click and copy any selected value from a page (including hardcoded values such as EmplID or Enrolment Request ID, which are generated upon saving), and then paste it elsewhere within SI-net or other applications. Entering ‘T’ (in upper or lower case) will automatically populate a date field with today’s date. You can also enter dates without the slashes (i.e., 060212 or 06022012 will be automatically converted to 06/02/2012 upon saving / when the page is refreshed). Working in multiple windows It is sometimes useful to work between two separate windows, to view two or more SI-net pages simultaneously. For example, you may be entering data on one page and you need to conduct an enquiry on another page to complete the information. However, please take note of the following points: The New Window link on the top right of most SI-net transactional pages does allow you to open a second SI-net session, and will work for most browsers. - Once you are finished working with the second window, please close the window without signing out. - NOTE: If your browser is set-up to always open ‘new window’ links as new tabs, this function will not work for you - you are likely to be signed out of both SI-net sessions. Page 74 Training Guide Fundamentals The Student Functional Group recommends that users wishing to work between two SI-net sessions do so by using two different browsers (e.g., one Internet Explorer session and one Firefox session), so that the two sessions are in no way impacting upon each other. - You would therefore need to sign in separately to the second session, and remember to sign out before closing the second window. Note: Web browsers such as Internet Explorer include a similar feature via File > New > Window. DO NOT use this feature while working in SI-net! The use of multiple windows will slow down system processing slightly, so make sure you close any SI-net windows you are no longer using (remembering to click the Sign out link, if working within a separate browser session, or just close the window if you have used the SI-net New Window link). Setting your operator defaults You can create operator defaults to decrease the amount of data entry on a page. This is particularly useful if you always enter the same values in certain data fields. Step Action 1. Go to: Set up SACR > User Defaults 2. Note that Academic Institution, Career Group SetID and Facility Group SetID are already defaulted to UQUNI automatically. 3. You can set up operator defaults for many data fields such as Academic Career; Academic Group; Term; Academic Program; Academic Plan, Application Centre etc. It is important to remember what defaults you have created - if you set your defaults to be too specific (and forget that you have done so), it could cause errors in data entry and processing. Page 75 Training Guide Fundamentals Troubleshooting Problem Possible solution Notes I’ve made a change but it’s not being reflected on the page / the page is not refreshing properly Clearing your cache files / deleting your temporary internet files may resolve such issues. I’ve clicked on a download link (e.g., Class Lists in mySI-net) and nothing happened… It could be that your web browser has a pop-up blocker enabled. You would need to disable the pop-up blocker. Pop-ups are already enabled, but I still can’t download from SI-net It could be the other security settings. Error appears upon saving when I have added several new rows` Check whether the error message mentions Effective Dates & Effective Sequencing Each browser will have a different process. In the Internet Explorer menu, go to: Tools > Internet Options and on the General tab, click the Delete… button. Select Temporary Internet Files, Cookies and History and click the Delete button. Each browser will have a different process. In Firefox, click the Firefox menu, select Options from the drop-down menu. Within the Content tab of the dialog box, click the Exceptions button and enter ‘www.sinet.uq.edu.au’ into the blank space of the addresses of website field and click Allow button. This would enable Popup windows from the SI-net web site, whilst maintaining the security of your web browser from other web sites’ popup windows. Each browser will have a different process. In the Internet Explorer menu, go to: Tools > Internet Options and go to the Security tab. Click the Custom Level... button. Ensure that ‘enable’ is selected under ‘Automatic prompting for file downloads’, ‘File download’ and ‘Font download’. Click OK. If you have inserted a row and then backdated the Effective Date, check that you have inserted that row at the appropriate point in the record’s effective-dated history. Check that the numbers entered into your Effective Sequence fields for each Effective Date are in the correct order. See page 15 for more details. A note on Browsers: While you can choose to use your preferred browser to access SI-net, it is not optimised for all browsers and browser versions. If you are using a browser (such as Chrome) and encounter some visual / presentation issues while using SI-net or mySI-net, consider trying the process using another Browser. Page 76 Training Guide Fundamentals Glossary - Useful terminology for new SI-net users Some of the terms below are covered in more detailed SI-net courses. However, as you may come across them now, a brief definition is provided below for your information. Terminology Academic Career Access Mode Action Reason Administrative Function Admit Term Campus Community Effective Date Effective Sequence Explanation Academic Careers categorise the courses and programs offered at the University of Queensland based on academic level. They represent the general level of study to which a student has been admitted (e.g., Undergrad, Postgraduate Coursework, etc). See p. 17. The ‘mode’ that you select when accessing SI-net screen, which determines what effective-dated information you can view and update. See p. 13. Together with the Program Action, this field is used on some transactional SI-net pages to assist in identifying the nature of the process being conducted. This is covered in more detail in the SI-net Records & Enrolments training course. A field on the Person Comment Entry page, which dictates the overall nature of the comment (e.g., whether the comment relates to the person’s Admissions Application; their Student Program, etc). See p. 43 This relates to the term (usually a semester, but in some cases a trimester or research quarter) when students commence their studies. It is the term when students first consume EFTSL for their program – that is, when students are first enrolled in courses (as at the census date) for the program. The Admit Term remains the same throughout the entire program. The admit term is a DEST requirement. This is covered in more detail within the SI-net Records & Enrolments training course. Holds all personal information (name, date of birth, addresses) for all prospects, applicants and students, along with comments and service indicators. Also includes information on external organisations. See p. 29 The date from which a change to a record in SI-net should take effect. Each amendment or addition of information in SI-net is recorded on a separate effective-dated row. The Effective Date defaults to today’s date, but this can be changed if necessary to future- or back-date the information as required. See p. 15. This field is useful when multiple rows are added to a student’s record on the same Effective Date. It represents the order in which the changes were made, with ‘1’ representing the first change on a given Effective Date, ‘2’ representing the second, etc. See p. 15. Page 77 Training Guide Fundamentals Terminology Explanation Matriculation Transfers the application information from the SI-net Admissions module to the Records and Enrolments module. Converts the applicant into a student with an active program. This is covered in more detail within the SI-net Admissions Training courses. mySI-net mySI-net is effectively a 'cut-down' version of SI-net, designed to provide self-service access for students, and allow non-administrative staff members to manage their classes. See pp. 7 and 67 for more details. NSI = Negative Service Indicator. See p. 49. Program Action This field is used on many transactional SI-net pages to identify the nature of the process being conducted. This is covered in more detail in the SI-net Records & Enrolments training course. PSI = Positive Service Indicator. See p. 49. Research Quarter A new study pattern introduced at the University of Queensland in 2012 for Research Higher Degree students. Research Quarters are recorded in SI-net as terms. See p. 18. Search/Match Search/Match is a mandatory step prior to adding a new person in SI-net. A correct Search/Match is the key to preventing the creation of duplicate records in SI-net. See p.20 for more details. Service Indicator These help to flag important information relating to a student's record, and serve as a visual reminder of specific conditions associated with a student. Service Indicators can be positive or negative. A negative service indicator can impact on the student's ability to enrol in courses or to view grades on mySI-net. See p. 49. The University of Queensland’s Student Information Network (SI-net), is the core student administration system for the management of student data. Study patterns such as semesters, trimesters and research quarters. For semester-based terms, the 4-digit SI-net Term Code is derived from the decade, year and the semester (1, 2 or Summer). See p. 18. SI-net Term Trimester A new study pattern introduced at the University of Queensland in 2011 for UQ College programs. Trimesters are recorded in SI-net as terms. See p. 18. Variable Data A button on the Person Comment Entry page, which links to fields that are mandatory in entering a new comment. Being ‘variable’, the fields that appear on this page will change depending on the administrative function and comment category that have been selected. See p. 43. Page 78 Training Guide Fundamentals Legacy System Searches Any data held by UQ prior to 31/12/2000 has been ‘frozen’, and can be located via one of the below options. Legacy Index Query You can search the original “Legacy” name index although every person who who ever existed at UQ is in the current Campus Community area, although some may not have had their middle imported. It may not be obvious why they existed, such as an Agricultural College, Lawes (now Gatton campus) alumus, created for Convocation purposes at UQ etc. Step 1. 2. Action Navigate to: mySI-net Staff > Staff Functions – Legacy Index Query Use the values on this page to conduct a search based on the information that you know about the person. Click Search. This is a name search. The Results tab appears after you have submitted a search. It provides you with the relevant information from the pre-2001 equivalent of the Campus Community > Personal Information pages. This includes: Student ID numbers (9 digits long) Names Dates of Birth A ‘Comments’ field. The Comment field can hold extra useful information such as “WAS SMITH”, “NOW BROWN”, “CONVOC” etc. Note that the legacy index was not effective-dated, so this Comments field was often used to help maintain a history of changes. Staff members would add a line each time something changed, for example: Page 79 Training Guide Fundamentals Legacy ID Name Date of Birth Comment 123456789 Citizen, Mary 20/10/1949 WAS SMITH 123456789 Smith, Mary 20/10/1949 NOW CITIZEN 000456789 Citizen, Jane 29/12/1953 000456789 Smith, Jane 29/12/1953 000456789 Jones, Jane 29/12/1953 WAS SMITH NOW JONES WAS CITIZEN NOW JONES WAS CITIZEN THEN SMITH Select Student Select Student Select Student Select Student Select Student Select Student Original name 1st name change Current If you click on the Select Student it will display a computerised academic transcript for this student, if there is one. It is possible that you will not find a computerised transcript as UQ only computerised in 1974 and nothing prior can be computerised. If required a pre 1974 transcript can be requested from Archives. Legacy System – academic history. The Legacy System page displays the legacy version of a studies report. This is especially useful if the student was not actively studying during the 1990’s. While such students will usually be in SI-net as a person, their academic history will not necessarily have been moved into SI-net. You may be able to find some other useful information such their high school or other admission information. If a student from this period returns to study, please contact the Student Functional Group. We can move their previous computerised enrolment details into SI-net if necessary. Step 1. 2. Action Navigate to: mySI-net Staff > Staff Functions – Legacy System Use the values on this page to conduct a search based on the information that you know about the person. Click Search. This is a name search. ID = current 8 digit id number Legacy ID = original 9 digit id number First & Last Name will be the name that is currently in SI-net If a student has studied prior to 2001 and again currently their legacy academic history will appear as below: Page 80 Training Guide Fundamentals Advanced Search/Match This is not commonly used, and most staff members will not need this option. It allows you to conduct your search using additional fields, including middle name, address, email address, etc. Middle name can be particularly useful in those cases where a person’s commonly used name (and preferred name) is actually their legal middle name. However, note that some search fields on this page are case sensitive. o First Name, Last Name and Email Address can be entered in any case and will be converted to all UPPER CASE before searching o However, Middle Name and all of the Address fields must be entered in Sentence Case (i.e., First character in upper case, remaining characters in lower case). If the values in the Middle Name, Address Line 1, Address Line 2 or City fields are entered in all lower case or all upper case, the Advanced Search/Match will generally not return any results. It also allows you to change the ‘operand’ from ‘begins with’ to ‘contains’ or ‘equals’ if required. The ‘contains’ operator can be particularly useful, and operates in the same way as the ‘%’ wildcard mentioned on page 13. To set up an Advanced Search: Step Action 1. Navigate to: Campus Community > Personal Information > Search/Match 2. Enter or select the: Search Type: Search Parameter: Person ADVANCED 3. Click Save Search Criteria. 4. Name your saved search (e.g., “Advanced”). 5. Click Save. (Note that you can delete a saved search later if you wish) 6. Click Return to Advanced Search to return to the original screen. 7. Click the Search button. The Search Criteria page appears. This is the page which will be used to actually conduct the Advanced Search/Match once you have finished specifying the search settings. 8. The Search Result Code, at the top of the page needs to be specified to determine the format of the results that will be returned from your search. Rather than specifying this code every time you perform a Search/Match, you can set this up as a default value. Click the User Default link, and then use the look-up button to select UQ_PERS_RES from the Search Result Code. Click OK. 9. You have now completed the process for setting up your Advanced Search/Match. To use your newly set-up Advanced Search, access the Search/Match page again via the menu and then select the ‘Advanced’ option from your Use Saved Search list. Page 81 Training Guide Fundamentals Page 82