Setting Up Student Records Self Service

This chapter discusses how to:

Set up self-service features for Student Records.
Set up self-service Student Center.

Setting Up Student Records Self Service

To set up self-service Student Records, you use the Student Records component (SSR_SS_ENRL_OPT) and the Weekly Schedule Time Period component (SETUP_TIME_PERIODS).

This section discusses how to:

Define Student Records setup.
Define class search setup.
Set up weekly schedule time periods.

Pages Used to Set Up Student Records Self Service

Page Name	Object Name	Navigation	Usage
Student Records Setup	SSR_SS_ENRL_OPT	Set Up SACR, Common Definitions, Self Service, Student Records	Enable self-service features and define parameters and rules for self-service Student Records functionality.
Class Search Setup	SSR_SS_CLSRCH_OPT	Set Up SACR, Common Definitions, Self Service, Student Records	Select the fields that will appear on the self-service Class Search and Class Detail pages.
Weekly Schedule Time Periods	SETUP_TIME_PERIODS	Set Up SACR, Products Related, Student Records, Enrollment	Define the times that define the ranges of time that the system displays on the Weekly Schedule page for both instructors and students. The PeopleSoft system delivers a set of time periods for every hour in a 24-hour period. You can modify or add to these values to meet your business requirements; for example, you can add half-hour intervals.

Defining Student Records Setup

Access the Student Records Setup page.

Note

Enter descriptive information about the setup. This field is for informational purposes only.

Enrollment Shopping Cart

Allow Validation	Select this check box to enable the Validation feature. This feature enables self-service users to validate their Shopping Cart entries against a subset of edits from the Enrollment Engine. You can select which edits the Enrollment Engine runs. The options are time conflicts, repeats, requisites, and unit limits. If you select this check box, you must select at least one of these options. Clearing this option hides all references to validation in the system.
Time Conflict	Select this check box if you want the Enrollment Engine to check time conflicts while validating Shopping Cart entries.
Repeats	Select this check box if you want the Enrollment Engine to check repeats while validating Shopping Cart entries.
Allow During Enrollment Appt (allow during enrollment appointment)	Select this check box to enable users to validate their Shopping Cart entries during their enrollment appointment. If you select this check box, the Validate button appears in the Shopping Cart during the student's enrollment appointment. If you clear this check box, the Validate button is not available in the Shopping Cart during the student's enrollment appointment. This option prevents you from having to set up validation appointments that parallel your enrollment appointments.
Requisites	Select this check box if you want the Enrollment Engine to check requisites while it validates Shopping Cart entries.
Unit Limits	Select this check box if you want the Enrollment Engine to check unit limits while it validates Shopping Cart entries.

Enrollment Features

Use Wait Listing

Select this check box to enable wait listing. If you clear this check box, the system hides all references to wait listings in self-service. If you clear this check box, the system selects the Swap option by default and makes the Enroll with Drop if Enroll and Swap fields unavailable for edit.

Swap Enrollment Action

Select one of these options:

Enroll with Drop if Enroll: Select this check box to enable Drop if Enroll processing for self-service swaps. If you select this check box, when a student swaps a class on the self-service Swap page, the Enrollment Engine drops the student from the class he wants to swap only after he is enrolled in the preferred class. The Enrollment Engine will not drop a student who is on the wait list. Also, the Enrollment Engine processes the preferred class with an enrollment action of Enroll.

Swap: Select this check box if you want normal swap enrollment action processing on your self-service Swap page. The Enrollment Engine drops a student from the unwanted class when the student is successfully enrolled or put on the wait list in the preferred class.

Enrollment Preferences

Select the information that you want to appear in student self service.

Enrollment Information	Select this check box to display enrollment requisite information on the self-service Enrollment Preferences page during the enrollment process.
Class Notes	Select this check box to display class notes information on the self-service Enrollment Preferences page during the enrollment process.
Class Meeting Information	Select this check box to display class meeting information on the self-service Enrollment Preferences page during the enrollment process.

Additional Self Service Setup

Display Typically Offered Data

Select this check box to display when a course is usually offered at the institution. If selected, the data appears on a variety of self-service pages, including Browse Course Catalog, Course Detail, My Planner, and My Academic Requirements. If you clear the check box, the system does not display typically offered data within self-service, but it continues to display it on administrative pages.

Typically offered values are institutionally defined within a typically offered setup page. They are then assigned to courses on the Course Catalog - Offerings page.

Show Student Photos on Rosters

Select this check box if you want student photos to appear on the class and advisee rosters in the Faculty Center.

Defining Class Search Setup

Access the Class Search Setup page.

Class Search Optional Self-Service Criteria Fields

Select the search criteria fields that you want available in self-service class search for students and visitors and for instructors. For example, if you select Session for Instructor Self Service, then instructors who use class search in self-service will be able to use session as a search criterion.

Class Detail Optional Self-Service Fields

Select the fields that you want to appear on the self-service Class Detail page for students and visitors and for instructors. For example, if you select Enroll Info: Enrollment Req (enrollment information: enrollment requisite) for Student/Visitor Self Service, then a student or visitor who clicks on a class to view the Class Detail page will see the enrollment requirement requisite information for that class. Clear these check boxes if you do want to provide this information on the self-service Class Detail page.

Setting Up Weekly Schedule Time Periods

Access the Weekly Schedule Time Period page.

Time

Enter a range of values to define the periods of time that you want to appear on the self-service weekly schedule. The PeopleSoft application delivers a set of time periods for every hour in a 24-hour period. You can modify these values.

Setting Up a Self-Service Student Center

To set up a student center, use the Student Center component (SSS_STDNCTR_OPT).

This section provides an overview of defining student center setup options and discusses how to define self-service Student Center options.

Understanding Defining Student Center Setup Options

The Student Center page is a self-service page that provides students a single entry point from which to navigate to student-related transactions. It also provides a single location where students can see information that is important to them, such as their class schedule, enrollment dates, and account information.

Using the Student Center Options page in conjunction with security setup, you can configure the Student Center page to control the user's experience. On the Student Center Options page, you can decide which major sections will appear on the Student Center page. You can also use the Student Center Options page to configure some of the individual items that will appear on the Student Center page. Using security setup, you can limit student access to self-service transactions. You must use the Student Center Options page in conjunction with security setup to create a self-service experience for students. For example, if your institution uses the enrollment functionality in PeopleSoft Student Records but does not use swap functionality, you can show the Academics section by selecting the Show Academic Section option on the Student Center Options page but not grant students access to the Swaps page using security. In this case, the Academic section would appear on the Student Center, but the swap functionality would not. Also, not displaying a feature on the Student Center does not remove it from the navigation. To remove a feature from the navigation, you must use security.

Page Used Set Up a Self-Service Center

Page Name	Object Name	Navigation	Usage
Student Center Options	SSS_STDNCTR_OPT	Set Up SACR, Common Definitions, Self Service, Student Center	Define the sections that you want to appear to your students in the self-service Student Center.

Defining Self-Service Student Center Setup Options

Access the Student Center Options page

Note

Enter a note. This field is for informational purposes only.

Major sections to be displayed on the Student Center

Show Academic Section	Select this check box to show the Academic Section on the self-service Student Center page. This section contains links to My Class Schedule, Wish List, enrollment, and other Student Records functionality.
Show Finances Section	Select this check box to show the Finances Section on the self-service Student Center page. This section contains links to PeopleSoft Student Financials and PeopleSoft Financial Aid functionality, such as Account Summary and View My Financial Aid.
Show Personal Info Section (show personal information section)	Select this check box to show the Personal Info Section on the self-service Student Center page. This section contains links to biographical information features, such as addresses, phone numbers, email address, emergency contacts, and user preferences. If you select this check box, the fields in the Personal Information Section group box become available for edit.
Show Admissions Section	Select this check box to show the Admissions Section on the self-service Student Center page. This section contains links to PeopleSoft Recruiting and Admissions functionality, such as applying to another academic program, requesting admissions information from your institution, or checking on the status of an application. If you select this check box, the fields in the Admissions Section group box become available for edit.
Show Holds Section	Select this check box to show the Holds Section on the self-service Student Center page. If you select this check box, the fields in the Holds Section group box become available for edit.
Show To Do List Section	Select this check box to show the To Do List Section on the self-service Student Center page. If you select this check box, the field in the To Do List Section group box becomes available for edit.
Show Enrollment Dates Section	Select this check box to show the Enrollment Dates Section on the self-service Student Center page. This section contains enrollment appointments, validation appointments, and open enrollment dates.
Show Advisor Section	Select this check box to show the Advisor section on the self-service Student Center page. This section displays academic advisors and committees assigned to the student. Within the Advisor section, students click the Details link to go to the View My Advisors page.
Show Links Section	Select this check box to show the Links Section on the self-service Student Center page. If you select this check box, the fields in the Links Section group box become available for edit.

Personal Information Section

Address Box 1 (left) and Address Box 2 (right)	Enter the address types to display in the Personal Section of the Student Center page. Only address types that are set up on the Type Control page as Display Only, Edit - No Delete, or Full Edit are available.
Address Box 1 Link Label and Address Box 2 Link Label	Enter the label to be displayed for the address links on the Student Center page.
Display Phone	Select this check box to display the student's phone number on the Student Center page.
Type	Enter a phone type to display. Only phone types that are set up on the Type Control page as Display Only, Edit - No Delete, or Full Edit are available.
Phone Link Label	Enter the label to be displayed for the phone link on the Student Center page.
Display E-mail	Select this check box to display the student's email address on the Student Center page.
Type	Enter email types to display. Only email types that are set up on the Type Control page as Display Only, Edit - No Delete, or Full Edit are available.
Email Link Label	Enter the label to be displayed for the email link on the Student Center page.
Privacy settings link	If you do not use FERPA, enter a URL to your institution's privacy site. When you enter a URL in this field (starting with http://) a Privacy Settings link appears on the self-service Student Center page. It will direct users to the website you defined. If your institution uses FERPA, leave this field blank and give your self-service users access to the FERPA self-service page. In this case, users will access FERPA from the Personal Information prompt by selecting the Privacy Settings option.

Admissions Section

Display Action Column	Select this check box to display the Action column in the Admissions section on the Student Center page. The Action column can display the What's missing link and the Accept/Decline link.
Display what's missing link	Select this check box to display the What's missing link, which takes users to the to do list.
Display Accept or Decline link	Select this check box to display the Accept/Decline link, which takes users to the Accept Admissions page.

Holds Section

Show <> holds at a time	Select the number of holds that you want to display at one time. You can display all holds or from 1 to 10 holds. The system sorts holds by date—most current to oldest—on the Student Center page.
Display monetary value	Select this check box to display the monetary value of the holds on the Student Center page.

To Do List Section

Show <> To Do's at a time

Select the number of to do items that you want to display at one time. You can display all to do items or from 1 to 10 to do items. The system sorts to do items by earliest due date on the Student Center page.

Advisor Section

Show advisor phone number

Select this check box to display the phone number of the student's advisor on the Student Center.

Links Section

Use this group box to define link sections that will be available on the Student Center page. By defining sections and URLs, you can provide links to institution websites such as University Library, Campus Directory, University Home Page, FAFSA, and others. You can define three sections with a maximum of three URLs per section.