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Student Records

FERPA Tutorial (SR0071)

The FERPA Tutorial familiarizes 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 access

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.

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

Student Data Inquiry (SR110T)

Student Data Inquiry (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: SR0071 FERPA Tutorial

Student Data Update (SR210T)

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: SR0071 FERPA Tutorial, SR110T Student Data Inquiry

Collaborative Class Scheduling (SR525C)

The Collaborative Class Scheduling (CCS) course 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).

Contact the Office of Classroom Management Scheduling Team at ocmsched@umn.edu with any questions.

Prerequisites: SR0071 FERPA Tutorial, SR110T Student Data Inquiry

Student Data Update add-on training courses

SR231T Academic Standing
SR232T Class Permissions
SR234T Degree Clearance
SR235T Enrollment Appointments
SR236T Manage Committees
SR237T Milestones
SR238T Waitlists

Prerequisites: SR0071 FERPA Tutorial, SR110T Student Data Inquiry, SR210T Student Data Update

Student Program Plan (SR220C)

Student Program Plan is required training for making updates to the Student Program/Plan page in PeopleSoft Campus Solutions. This includes the following processes on student records:

  • Plan and sub-plan changes
  • Leaves of absence
  • Discontinuations
  • Readmissions
  • Expected graduation term changes

Prerequisites: SR0071 FERPA Tutorial, SR110T Student Data Inquiry, SR210T Student Data Update

Registration (SR310T)

The Registration 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: SR0071 FERPA Tutorial, SR110T Student Data InquirySR210T Student Data Update

Block Enrollment (SR320T)

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

Quick Admit (SR610R)

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

Prerequisites: SR0071 FERPA Tutorial, SR110T Student Data InquirySR210T Student Data Update, SR220C Student Program Plan
 
Admissions training is managed by the Office of Admissions.

Astra

Astra Events (SR550C)

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

The Astra Events course 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 form immediately after registering for this training.

Astra Academics (SR540C)

The Astra Academics 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.

Coursedog

Coursedog is the University’s course, program, and catalog management system. Staff and faculty use this system to propose, review, and approve courses and programs for the University catalog. 

All training will be available on July 17, 2023. 

Course Author - Coursedog (SR560)

Course authors must complete this training to gain access to submit proposals to update or create new courses. This training will teach you how to:

  • View course data in Coursedog
  • Update a course
  • Add topic titles
  • Deactivate a course
  • Propose a new course
  • View proposals
  • Edit a proposal
  • Find resources and get help
  • Gain system access

Course Approver - Coursedog (SR561)

Course approvers must complete this training to gain access to review and approve course proposals. This training will teach you how to:

  • View course data in Coursedog
  • View and edit course proposals
  • Vote on course proposals
  • Find resources and get help
  • Gain system access

Program Author - Coursedog (SR562)

Program authors must complete this training to gain access to submit proposals to update or create new programs. This training will teach you how to:

  • View program data in Coursedog
  • Update a program
  • Discontinue a program
  • Propose a new program
  • View proposals and respond to proposals routed back to you
  • Find resources and get help
  • Gain system access

Program Approver - Coursedog (SR563)

Program approvers must complete this training to gain access to review and approve program proposals. This training will teach you how to:

  • View program data in Coursedog
  • View program proposals
  • Vote on program proposals
  • Find resources and get help
  • Gain system access

APAS - Academic Progress Audit Sytems

APAS Exceptions Training (TH0706)

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

Prerequisite: SR0071 FERPA Tutorial

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

GPAS - Graduate Planning and Audit System

Exceptions training course

Degree audit

Planner

Additional GPAS information can be found on the GPAS website. For questions contact gssp@umn.edu.

Student Financials

SF Posting 1 (SF 1001)

SF Posting 1 will acquaint users with PeopleSoft Student Financials posting process along with an overview of Student Financials business processes.

Prerequisites: SR0071 FERPA Tutorial, SR110T Student Data Inquiry

SF Third Party (SF 2001)

SF Third Party will show users how to create a third party contract, and assign students to a contract.

Prerequisites: SR0071 FERPA Tutorial, SR110T Student Data Inquiry

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

Scholarship Automation

For more information about scholarship automation training, contact saosf@umn.edu, or read about Scholarship Automation access on the Scholarship Administrators page.

Training for student workers

Student workers who need access to PeopleSoft Student Campus Solutions pages will be required to complete the online training courses available through the University of Minnesota’s Training Hub.  For any access to be established, an Access Request Form (ARF) must be submitted, approved, and then processed by the Office of Information Technology’s Provisioning and Requests (PAR) unit.

Learn more about the complete Student Worker Access Policy.