LSA On-Line Student File Training (Powerpoint presentation)

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On-Line Student File
Requirements
Must be a concentration advisor or support staff
member
Must have Internet connectivity available
Web Browsers supported are Internet Explorer 6.0 or
higher or Safari 1.3 or higher (other browsers may
work but not as reliable)
Login
https://www-a1.lsa.umich.edu/UGStuFile/
Type in your UM uniqname
and kerberos password.
Click Login.
Student Search
You should be able to successfully search
for undergraduate students who are
currently active, who were admitted since
Summer ’03 (Spring ’04 for transfer
students), or who have existing LSA
online Student File data.
Paper files are still being maintained for
any students who do not meet the criteria
above. Please don’t enter on-line file
notes or exceptions for students who
have a paper file.
You can search for students using UMID,
uniqname, Last name, or Last + First
name.
You can search on partial values, for
example you can enter “MART” in the
Last Name field and get a list of all
students whose last name begins with the
letters m-a-r-t.
Please notify Mark Guevara or Lynn
Shock of LSA Central Files
(file.room@umich.edu) if no id/name
record exists for a student.
Your web session tracks a single student
ID. Even if you have multiple browser
windows open, plan to view and enter
data for only one student at a time.
Student Search
Check the identifying
information for the student in
the Search Results list to
confirm that you’re selecting
the correct record before
clicking the “Open” button.
Cover Sheet
The Cover Sheet is a
view-only snapshot of key
current information about
a student. Included are
both M-Pathways data
and LSA data entered via
the Contents page.
M-Pathways Career/
Program/Plan data on
this page includes only
programs in which the
student is currently
“Active”.
M-Pathways data is
drawn from the
Student Records
data backup and so
may be up to one
day old.
Activity Log
The Activity Log shows contact notes,
exceptions, field of interest or career
interest changes, the Orientation
Questionnaire and LSA Interest Survey
results.
Only the first few
lines of an item are
initially displayed.
If there is a + sign,
click it to expand
the full text.
Only notes in categories to which
you’ve been granted access will
appear.
Pull down menu allows
sorting by: Date/Time,
Advisor plus Date/Time, or
Type plus Date/Time.
Contents
Click on the left-hand menu to navigate
to data-entry pages. You are
automatically put into the Contact Notes
data entry page when you choose
Contents.
Contact Notes: Only
notes in categories to
which you’ve been
granted access will
appear.
Advisor Assignments:
Add, edit and delete
records associated with
you, as needed. Active
assignments will be
displayed on the Cover
Sheet.
Advisors can add notes or append
text to notes they themselves posted.
Only Student File data administrators
can perform any other edits, or delete
a posted note.
Contents
Career Interests, Fields
of Interest: Maintain a
history by adding Active
records, or setting existing
records to Inactive (with
an End Date). Only Active
interests will be displayed
on the Cover Sheet.
Athlete Status: Enter
information reported from
the student, as
appropriate. If either LSA
data or M-Pathways data
indicates that a student is
participating in an athletic
program, the Cover Sheet
will display “Athlete: Yes”.
Nickname: If you know that a student prefers to be called something
other than their given name you can share that by updating the
Nickname field. The nickname will be displayed on the Cover Sheet.
Contents
Click on Exceptions
in the left hand menu,
then choose either
Concentration Req or
College Req, then
click on add.
Concentration advisors
should enter only
Concentration
Requirement
exceptions. (General
Advisors and Board
members should enter
only College
Requirement
exceptions.)
Advisors can only add exceptions so please check your
entry carefully before saving. Exception records can be
edited or deleted by Student File data administrators.
Exceptions to
Concentration
Requirements data
entry: Click on the
radio button to select
the student’s active
plan, or type in the Plan
and/or SubPlan fields.
Enter complete
requirement and
exception descriptions.
M-Pathways exception information will be updated based on these
entries. Contact Kathy Bennett (ksbennet@umich.edu) or call
763-3101 to request changes to mistakenly entered information.
Contents
Progress To Degr Worksheets:
Some departments, including the
General Advisors, fill out Progress
to Degree Worksheets to help
students understand the current
status toward fulfilling requirements,
and to plan for future terms.
RC Evals: If this student was ever
enrolled in the RC, you can click
here to see the prose evaluations of
the student’s performance in RC
classes.
Class Progress Rpts: If an instructor has filed a Progress Report regarding this
student’s performance, you can see it here.
Contents
The Study List displays the student’s current term schedule, plus any future terms for which the student has registered.
Like the Cover Sheet, this information is drawn from M-Pathways data backup and may be up to one day old.
Audit
Audit: You can generate a Degree Audit Checklist, which will provide a quick overview of students’ progress toward completing
both the College’s general requirements, as well as their concentration and minor requirements. The Audit Checklist presents
degree audit information specific to each individual student, based on the particular courses taken and the programs declared by
the student. Since the Audit Checklist is part of the Online Advising File, students do not have direct access to it. However,
advisors are encouraged to use the Checklist in their conversations with students; and should feel free to print off a copy and give
it to the student either during or after your advising session.
Audit
Please note that this new LSA
Degree Audit Checklist and the
M-Pathways Degree Progress
Report are based on student
record and degree audit
information stored in the MPathways system. They report
the same information in different
formats. Keep in mind that
these reports are only as
accurate as the information we
put in. Thus we cannot
emphasize enough the
importance of recording the
exceptions that you have
approved into the Exceptions
section of the Online File.
Advising Report, Images,
and the Orientation Summary
The Advising Report and Images are MPathways resources and are available via
Wolverine Access. These links provide
further instructions.
The Orientation Summary is a tool used
by General Advisors during Summer
Orientation.
On-Line Student File
Only SAA Student File data administrators have access to edit or delete contact notes and exceptions.
Contact Phil Gorman (pjgorman@umich.edu) or Judy Parsons (jparsons@umich.edu) for this service.
Send requests to add or change advisor ccess to the student file to the Online File Support Group at
lsa.ugfile.support@umich.edu. In order to be granted access to the on-line file, you must first agree to
proper use of the information. The Access and Compliance Agreement can be found at
https://sitemaker.umich.edu/ugstufilecompliance. You will be notified via email as soon as your access has
been approved.
To print (using Internet Explorer);
For best results, right click on the data portion of the screen and choose Print. Click on
Preferences and change the Orientation to Landscape.
Your login initiates a web server session which will time out after 60 minutes of inactivity.
Help is just a phone call away! For assistance contact Phil Gorman (pjgorman@umich.edu or 6-3216),
JoAnn Peraino (jperaino@umich.edu or 5-8950) or Judy Parsons (jparsons@umich.edu).
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