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Student Records Training

Student Records Training

SR0071 FERPA Tutorial computer 

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

Reporting Center Training for Student Systems Users

Staff and faculty who need to access private student data in Reporting Center should complete this FERPA tutorial and then submit the Reporting Center Access Request Form (ARF).  A quick start guide for Reporting Center is also available for reference.

Note: If you’re planning to take SDI training, you do not need to submit the Reporting Center ARF.

SR110T Student Data Inquiry (SDI)  computer Prerequisite

SDI is the introductory training for PeopleSoft Campus Solutions, the University’s system containing student records data. Completion of this training is required to view information in PeopleSoft Campus Solutions. It is also a prerequisite for additional access within the system.
This training includes an overview of PeopleSoft navigation and sections of Campus Solutions including the following:

  • Campus Community
  • Curriculum Management
  • Records & Enrollment
  • Student Financials

After gaining access, you can also use reports in the Reporting Center that contain student information.

Prerequisite: FERPA training

SR210T Student Data Update (SDU)  computer  Prerequisite

Student Data Update (SDU) is required training for making updates to student records in PeopleSoft Campus Solutions. This training prepares staff to understand update processes for the following pages:

  • Service Indicators
  • Term Activate a Student
  • Student Groups
  • Student Advisor

Prerequisites: FERPA trainingSR110T Student Data Inquiry

SR525C Collaborative Class Scheduling (CCS)  computer  Prerequisite 

This is an introduction to CCS scheduling processes, including adding, changing, and canceling class and section data. Class schedulers must complete this training to gain access to the CCS scheduling pages for Twin Cities or Rochester classes. This training will teach you how to do the following:

  • Add and cancel class sections
  • Adjust class enrollment capacities
  • Update dates and times of classes
  • Assign instructors to sections
  • Create waitlists
  • Combine sections
  • Manage class permissions

If you need to assign departmental rooms to classes, please also take Astra Academics training (15 minutes). 

Questions about this training? Contact the Office of Classroom Management Scheduling Team at ocmsched@umn.edu.

Prerequisite: SR110T Student Data Inquiry

Student Data Update add-on trainings  computer  Prerequisite  

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

SR231T Academic Standing

SR232T Class Permissions

SR233T Credit Exemptions

SR234T Degree Clearance

SR235T Enrollment Appointments

SR236T Manage Committees

SR237T Milestones

SR238T Waitlists

 

Advanced Student Records Training

SR220C Student Program Plan  In-person  Prerequisite 

This self-directed training is required for those who need to make updates to the Student Program/Plan page. This includes actions on student records such as plan changes, leaves of absence, discontinuations and readmissions.

  1. Access is granted by submitting an Access Request Form (ARF) for the Student Program Plan role.
  2. Once the ARF is approved, the OTR Training team will email you the training materials and update your training record.

Prerequisites: SR110T Student Data Inquiry and SR210T SDU - Student Data Update

 SR310T Registration  computer

This course covers the steps to enroll students via the Quick Enroll page, the Enrollment Request page, and through Block Enrollment. The use of options and overrides is also discussed.
Prerequisites: SR110T Student Data Inquiry and SR210T SDU - Student Data Update

SR320T - Block Enrollment  

This business process is now covered in the SR310T Registration training class. Contact srhelp@umn.edu for more information.

SR610R - Quick Admit  In-person  Prerequisite 

Quick Admit training introduces staff to using the Quick Admit process to add a student to PeopleSoft.  This training is typically only for limited staff, including those in the Learning Abroad Center or College of Continuing and Professional Studies.
 

Prerequisites: SR110T Student Data Inquiry,  SR210T SDU - Student Data Update and SR220C Student Program/Plan

This training is scheduled upon request. Contact srhelp@umn.edu for more information.

 

Admissions training for professional schools is managed by the Office of Admissions. 

Astra Training

Astra Training

 

SR550C Astra Events  In-person 

**This course is currently being offered remotely upon request to accommodate staff working off-campus. Contact ocmsoftwarehelp@umn.edu to request training.

This training is for college and department administrative staff who are responsible for managing the scheduling of events (non-credit bearing activities) into department owned space using Astra Schedule. This training will cover:

  • Direct scheduling events in Astra Schedule
  • Editing events and meetings
  • Responding to room requests submitted online (if applicable)

Please complete the Astra Schedule Access Request formimmediately after registering for this training.

Registration is required for class attendance. We are unable to accommodate walk-ins.

SR540C Astra Academics  computer Prerequisite 

This course provides an introduction to Astra Academics, including the connection between Astra and Collaborative Class Scheduling (CCS). You will learn how to do the following:

  • Navigate to the Astra homepage
  • Find your classes in Astra Academics
  • Assign a departmental classroom
  • Delete an assigned classroom

Questions about this training? Contact the Office of Classroom Management Scheduling Team at ocmsched@umn.edu.

ECAS - Electronic Course Authorization System

ECAS - Electronic Course Authorization System

 

SR510R - Electronic Course Authorization System (ECAS)  computer 

This self-directed training is required for those who need to propose, update, or approve courses in ECAS. In-person training is not required for update access. 

Access is granted* by submitting an Access Request Form for the subjects which you would update. Once your access is approved, Academic Support Resources will email self-directed training materials and put this on your training record.

Note: all UMN staff have view (only) access to ECAS

*Access is granted by the Office of Information Technology - Provisioning And Requests (PAR)

 

PCAS - Program & Curriculum Approval System

PCAS - Program & Curriculum Approval System

SR 535R - Program & Curriculum Approval System (PCAS) Editor  computer

This self-directed training is for staff who are responsible for proposing and editing program requirements for major, minor, and certificate programs in PCAS. In-person training is not required for initial update access.

Access is granted* by submitting an Access Request Form for the programs which you would update.  Once your access is approved, Academic Support Resources will email self-directed training materials and update your training record.
Note: all UMN staff have view (only) access to PCAS.

New users are encouraged to attend in-person training when you have updates to make in PCAS.  Please contact srhelp@umn.edu for workshop dates and times.
 

SR530C - Program & Curriculum Approval System (PCAS) Approver Only computer

This self-directed training is for staff who are responsible for approving program requirements for major, minor, and certificate programs in PCAS. In-person training is not required for initial access.

Access is granted* by submitting an Access Request Form for the programs which you would approve.  Once your access is approved, Academic Support Resources will email self-directed training materials and update your training record.

*Access is granted by the Office of Information Technology - Provisioning And Requests (PAR).

APAS Training

APAS Training

 SR0071 FERPA Tutorial computer  

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

TH0706 APAS Exceptions Training (New)  computer  

In this course, you will learn how to grant exceptions in the Academic Progress Audit System (APAS). [Note: this content is for the system as of July 1, 2019 as part of the Transfer Articulation and Degree Audit project.]

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

GPAS resources

Student Financials

Student Financials

SF 1001 - SF Posting 1 In-person  Prerequisite  

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

SF 2001 - SF Third Party In-person  Prerequisite 

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

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

Scholarship Automation

Scholarship Automation

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

 

Training for Student Workers

Training for Student Workers

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

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

Learn more about the complete Student Worker Access Policy.

Transferology

Transferology

The Transferology /Transferology Lab training for Advisors is an hour-long training that will:

  • help advisors gain access to Transferology Lab
  • provide a process overview geared toward advisors
  • highlight how the Transferology products work in conjunction with TES 
  • inform advisors about how and where to access transfer equivalency information and transfer evaluation workflow status

Register for Transferology/Transferology Lab training for Advisors.

Key

computer Online training

In-person In-person

Prerequisite Has a prerequisite

Support

ASR Continuity & Compliance

cctraining@umn.edu