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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. 

SR0072 Reporting Center Training for Student Systems Users  computer 

This short training course is required of student systems users who need access to private student data in the Reporting Center. Note: If users have access to PeopleSoft and have completed Student Data Inquiry training, this training & role is not necessary.

SR110T Student Data Inquiry (SDI)  computer

This is an introductory online training for all PeopleSoft Campus Solutions (student records) users. It is a prerequisite for additional access in student records. Completion of this training grants users view-only access to student records pages and certain admissions and student financials pages. It also grants access to private student data in Reporting Center. Upon completion, staff will understand: FERPA, how PeopleSoft is organized, how to navigate in the system, and basic student record processes.

SR210T Student Data Update (SDU)  computer  Prerequisite

This training builds on the information provided in the Student Data Inquiry course. Staff will learn the fundamentals of updating student records in PeopleSoft. This training prepares staff to update: service indicators; term activation; student groups; and student advisors.
Prerequisite: SR110T Student Data Inquiry

SR525C Collaborative Class Scheduling (CCS)  In-person  Prerequisite 

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

This in-person training is an overview of CCS scheduling processes, including adding, changing and canceling class and section data. The use of combined sections, waitlists, reserve capacities, and class permissions are also discussed. The last 30 minutes of this class covers the use of Astra Academics. Staff whose departments hold classes in departmental rooms will learn how to sort their list of classes, identify classes without room assignments, assign classrooms, and create and export customized lists.
Prerequisite: SR110T Student Data Inquiry

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

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 course is currently being offered remotely to accommodate staff working off-campus. Enroll through Training Hub.

This class is designed for those staff who update majors and minors on student records, through the Program/Plan pages in PeopleSoft.  Staff will work through various scenarios dealing with changes such as major/minor change, leave of absence, suspension, and other discontinuations.
Prerequisites: SR110T Student Data Inquiry and SR210T SDU - Student Data Update

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

 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 Education.
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 for Collaborative Class Scheduling  In-person  Prerequisite 

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

The content covered in the course is now included as a portion the course SR525C Collaborative Class Scheduling (CCS). Staff should enroll in Collaborative Class Scheduling to receive Astra Academics training and access.

Individuals who need only  the Astra Academics portion of Collaborative Class Scheduling training should contact the ASR Training and Support Team for assistance.

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 training is offered online

In-person training is offered in-person

Prerequisite  training has a prerequisite

Support

ASR Continuity & Compliance

cctraining@umn.edu