Table Of Content

PeopleSoft Academic Advisement 9.0 PeopleBook March 2012 PeopleSoft Academic Advisement 9.0 PeopleBook SKU hrcs90lsaa-b0312 Copyright © 1988, 2012, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency- specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Contents Preface PeopleSoftAcademicAdvisementPreface ................................................................................................. xi PeopleSoftProducts ........................................................................................................................................ xi PeopleSoftApplicationFundamentals ............................................................................................................ xi PeopleBookStructure ..................................................................................................................................... xi PeopleBooksandthePeopleSoftOnlineLibrary ......................................................................................... xiii Chapter 1 GettingStartedwithAcademicAdvisement ............................................................................................... 1 AcademicAdvisementOverview ................................................................................................................... 1 AcademicAdvisementBusinessProcesses .................................................................................................... 1 AcademicAdvisementIntegrations ................................................................................................................ 2 AcademicAdvisementImplementation ........................................................................................................... 3 SettingUpAcademicAdvisementTables ............................................................................................... 3 Chapter 2 UnderstandingAcademicAdvisement ........................................................................................................ 5 UnderstandingAcademicAdvisementConcepts ............................................................................................ 5 OutliningtheAcademicStructureofanInstitution ........................................................................................ 9 PhaseOne:OutliningtheBasicAdvisementStructure ............................................................................. 9 PhaseTwo:SettingUpRequirementDescriptionsandDetails ................................................................ 9 CalculatingGradePointAverages ................................................................................................................ 12 Chapter 3 SettingUpOptionalAdvisementData ...................................................................................................... 15 SettingUpGradeCategoryValues ............................................................................................................... 15 PageUsedtoSetUpGradeCategoryValues ......................................................................................... 16 EnteringGradeCategoryValues ............................................................................................................. 16 SettingUpCumulativeGPAValues ............................................................................................................. 17 PageUsedtoSetUpCumulativeGPAValues ....................................................................................... 18 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. iii Contents EnteringCumulativeGPAValues .......................................................................................................... 18 SettingUpSpecialRequirementUsageValues ............................................................................................. 19 UnderstandingSpecialRequirementUsageValues ................................................................................ 19 PageUsedtoSetUpSpecialRequirementUsageValues ...................................................................... 20 EnteringRequirementUsageValues ...................................................................................................... 20 SettingUpValidStudentGroups .................................................................................................................. 22 PageUsedtoDefineValidStudentGroups ............................................................................................ 22 DefiningValidStudentGroups ............................................................................................................... 22 SettingUpReportIdentifiers ......................................................................................................................... 23 PageUsedtoSetUpaReportIdentifier ................................................................................................. 24 DefiningtheReportIdentifier ................................................................................................................. 24 DefiningDefaultCourseWhat-IfGrades ...................................................................................................... 25 SettingUpTestsforUseinAcademicAdvisement ...................................................................................... 25 PageUsedtoSetUpTestsforUseinAcademicAdvisement ................................................................ 25 DefiningTestsforUseinAcademicAdvisement ................................................................................... 25 Chapter 4 SettingUpAcademicCourseLists ............................................................................................................ 29 UnderstandingAcademicCourseLists .......................................................................................................... 29 MaximizingtheEfficiencyofCourseLists .................................................................................................. 29 SettingUpAcademicCourseLists ............................................................................................................... 30 UnderstandingHowtoCreateanAcademicCourseList ........................................................................ 30 PagesUsedtoCreateanAcademicCourseList .................................................................................... 30 SettingUpaCourseListDescription ..................................................................................................... 31 CreatingaCourseListDetail ................................................................................................................. 34 EstablishingCourseListParameters ...................................................................................................... 38 Chapter 5 SettingUpAcademicRequirements ........................................................................................................... 43 UnderstandingAcademicRequirements ....................................................................................................... 43 SettingUpAcademicRequirements ............................................................................................................. 43 Prerequisites ............................................................................................................................................ 43 CommonElementsUsedinThisChapter ............................................................................................... 44 PagesUsedtoSetUpAcademicRequirements ...................................................................................... 45 DefiningAcademicRequirements ......................................................................................................... 45 SpecifyingRequirementParameters ...................................................................................................... 51 CreatingaRequirementLineItem ......................................................................................................... 70 SpecifyingRequirementLineItemParameters ..................................................................................... 78 SettingUpRequirementLineItemDetail .............................................................................................. 91 iv Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 6 SettingUpAcademicRequirementGroups ........................................................................................... 111 UnderstandingAcademicRequirementGroups ......................................................................................... 111 ProcessingOrderofRequirementGroups ............................................................................................ 111 ReportingSequencesof900orHigher ................................................................................................. 113 MultiplePrograms,Plans,andSubplans ............................................................................................... 113 ChangestoAcademicStructureProcessing .......................................................................................... 114 UnderstandingHowtoCreateAcademicRequirementGroups .................................................................. 115 ObeyingPrintControlSettings ................................................................................................................... 115 CombinationsofPrintControlandCreditIncludeModeValues ......................................................... 116 SettingUpAcademicRequirementGroups ................................................................................................. 121 PagesUsedtoSetUpAcademicRequirementGroups ......................................................................... 121 SettingUpaRequirementGroup ......................................................................................................... 122 EstablishingRequirementGroupParameters ...................................................................................... 132 DefiningtheRequirementGroupDetail .............................................................................................. 140 SettingUptheRequirementGroupDetailParameters ........................................................................ 145 SpecifyingRequiredPlansandSubplans ............................................................................................. 149 IdentifyingAppendedRequirementGroups ........................................................................................ 150 Chapter 7 SettingUpProgramGuides ...................................................................................................................... 153 UnderstandingProgramGuides ................................................................................................................... 153 SettingUpProgramGuides ......................................................................................................................... 153 CommonElementsUsedinThisChapter ............................................................................................. 154 PagesUsedtoSetUptheProgramGuide ............................................................................................. 155 SelectingtheProgramGuideOption .................................................................................................... 155 SettingUpProgramGuideCourseLists ............................................................................................... 156 SettingUpProgramGuideRequirements ............................................................................................. 159 SettingUpProgramGuideRequirementGroups .................................................................................. 161 Chapter 8 SettingUpAdvisementReportTypes ...................................................................................................... 165 UnderstandingAdvisementReportTypes ................................................................................................... 165 SettingUpAdvisementReportTypes ......................................................................................................... 166 Prerequisite ............................................................................................................................................ 166 PageUsedtoSetUpAdvisementReportTypes ................................................................................... 166 DefiningAdvisementReportTypes ...................................................................................................... 166 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. v Contents Chapter 9 ManagingBatchAcademicAdvisementReports .................................................................................... 171 UnderstandingBatchAcademicAdvisementReports ................................................................................. 171 CommonElementsUsedinthisChapter .............................................................................................. 172 GeneratingBatchAcademicAdvisementReportRequests ........................................................................ 172 PagesUsedtoProcessBatchAdvisementReports ............................................................................... 172 GeneratingBatchAdvisementReportRequests .................................................................................. 173 GeneratingBatchAdvisementReports ................................................................................................. 174 PrintingBatchAdvisementReports ...................................................................................................... 175 UpdatingSelf-ServiceAdvisementReports ................................................................................................ 176 UnderstandingtheSelf-ServiceAdvisementReportUpdateProcess ................................................... 176 PageUsedtoUpdateSelf-ServiceAdvisementReports ....................................................................... 176 UpdatingaSelf-ServiceAdvisementReport ........................................................................................ 176 PurgingAcademicAdvisementReports ...................................................................................................... 177 PagesUsedtoPurgeAcademicAdvisementReportsandRecords ...................................................... 177 PurgingAcademicAdvisementReportResults .................................................................................... 178 PurgingtheAnalysisDatabase .............................................................................................................. 180 Chapter 10 ReviewingtheRequirementGroup,Requirement,andCourseListSummaries ............................... 183 ReviewingAcademicRequirementGroupSummaries .............................................................................. 183 PagesUsedtoReviewAcademicRequirementGroupSummaries ...................................................... 184 ReviewingAcademicRequirementSummaries ......................................................................................... 184 ReviewingAdvisementCourseListSummaries ........................................................................................ 185 PagesUsedtoReviewAdvisementCourseListSummaries ................................................................ 185 Chapter 11 SharingCourses ........................................................................................................................................ 187 UnderstandingCourseSharing .................................................................................................................... 187 SettingUpCourseShareSets ...................................................................................................................... 187 PageUsedtoSetUpCourseShareSets ................................................................................................ 188 EstablishingCourseShareSets ............................................................................................................. 188 vi Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 12 UsingAdvisementOverridesandCourseSubstitutions ....................................................................... 193 UnderstandingAdvisementOverridesandCourseSubstitutions ................................................................ 193 Prerequisites ................................................................................................................................................. 193 SettingUpCourseDirectivesandAdvisementOverrides .......................................................................... 194 UnderstandingCourseDirectiveandAdvisementOverrideSetup ....................................................... 194 PagesUsedtoSetUpCourseDirectivesandOverrides ....................................................................... 194 CreatingAdvisementOverrides ............................................................................................................ 195 CreatingOverrideDetails ...................................................................................................................... 197 DefiningCourseSubstitutions .................................................................................................................... 201 UnderstandingCourseSubstitutions ..................................................................................................... 201 PageUsedtoDefineCourseSubstitutions ............................................................................................ 201 SettingUpCourseSubstitutions .......................................................................................................... 202 Chapter 13 CreatingandUsingExpandedConditionsandCustomConditions .................................................... 205 DefiningExpandedConditions .................................................................................................................... 205 UnderstandingExpandedConditions .................................................................................................... 205 PageUsedtoDefineExpandedConditions .......................................................................................... 206 DefiningAcademicEntityGroups ........................................................................................................ 206 DefiningDynamicConditions ............................................................................................................. 207 DefiningCustomConditions ....................................................................................................................... 215 UnderstandingCustomConditions ...................................................................................................... 216 PageUsedtoSetUpCustomConditions ............................................................................................. 217 DefiningCustomConditionProcesses ................................................................................................. 217 Chapter 14 MaintainingAcademicAdvisementSetupData .................................................................................... 221 Prerequisite .................................................................................................................................................. 221 ProducinganAdvisementGroupSummaryReport ................................................................................... 221 UnderstandingtheAdvisementGroupSummaryReport ..................................................................... 222 PageUsedtoProduceanAdvisementGroupSummaryReport ........................................................... 222 GeneratinganAdvisementGroupSummaryReport ........................................................................... 222 ProducingaDatabaseTablesReport .......................................................................................................... 227 Prerequisite ............................................................................................................................................ 227 PageUsedtoProduceaDatabaseTablesReport .................................................................................. 228 EnteringDatabaseTableInformation .................................................................................................. 228 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. vii Contents ProducingEntityGroupTableandConditionTableReports ..................................................................... 229 PageUsedtoProduceEntityGroupTableandConditionTableReports ............................................ 229 EnteringEntityGroupandConditionReportParameters ..................................................................... 230 ProducingaRequirementAdvisementReport ............................................................................................ 230 PageUsedtoCreateaRequirementAdvisementReport ...................................................................... 230 DefiningtheRequirementAdvisementReportParameters ................................................................. 230 ProducingaReverseEngineeringReport ................................................................................................... 234 PagesUsedtoProduceaReverseEngineeringReport ......................................................................... 234 EnteringReverseEngineeringReportParameters ............................................................................... 235 Chapter 15 ProducingAcademicAdvisementReports .............................................................................................. 239 UnderstandingAcademicAdvisementReports .......................................................................................... 239 Prerequisites ................................................................................................................................................. 239 ProducingOnlineAcademicAdvisementReports ..................................................................................... 240 PagesUsedtoCreateanOnlineAcademicAdvisementReport ........................................................... 240 SelectingGeneralParameters ................................................................................................................ 241 AddingaWhat-IfCourse ...................................................................................................................... 243 SelectingStudentandWhat-IfDataforProcessing ............................................................................. 244 Chapter 16 ProducingAcademicAdvisementTranscriptReports .......................................................................... 249 UnderstandingOnlineandBatchAdvisementTranscriptReports ............................................................. 249 Prerequisites ................................................................................................................................................. 250 ProducinganOnlineAcademicAdvisementTranscriptReport .................................................................. 251 PagesUsedtoCreateanOnlineAcademicAdvisementTranscriptReport ......................................... 251 SelectingtheTranscriptTypeandGeneralParameters ........................................................................ 252 SelectingStudentandWhat-IfDataforProcessing ............................................................................. 256 SpecifyingSendToInformation .......................................................................................................... 258 ViewingandPrintingAdvisementReportResults .............................................................................. 259 CheckingforReportErrors .................................................................................................................. 262 ProducingBatchAcademicAdvisementTranscriptReports ...................................................................... 262 ProducingQuickWhat-IfandStoredWhat-IfAdvisementReports .......................................................... 262 UnderstandingWhat-IfAdvisementReports ........................................................................................ 263 PagesUsedtoDefineWhat-IfScenarios ............................................................................................. 263 SelectingtheCourseListWhat-IfOption ............................................................................................ 264 EnteringaWhat-ifCourse .................................................................................................................... 265 EnteringQuickWhat-IfParameters ..................................................................................................... 265 DefiningaStoredWhat-IfProgramforaStudent ............................................................................... 268 DefiningaStoredWhat-IfPlanforaStudent ...................................................................................... 271 viii Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. Contents DefiningaStoredWhat-IfSub-PlanforaStudent .............................................................................. 272 ProcessingSelf-ServiceAdvisementReports .............................................................................................. 273 Chapter 17 UsingtheAnalysisDatabasetoCreateUserConfigurableReports .................................................... 275 UnderstandingtheAnalysisDatabase ......................................................................................................... 275 PopulatingtheAnalysisDatabaseTables .................................................................................................... 276 PrintingtheContentsoftheAnalysisDatabase ........................................................................................... 277 PageUsedtoPrinttheContentsoftheAnalysisDatabase ................................................................... 277 ProcessingtheDatabaseTablesReport ................................................................................................ 277 CreatingaUser-DefinedAdvisementReportUsingtheAnalysisDatabase .............................................. 278 ReviewingtheAcademicAdvisementAnalysisDatabaseTables .............................................................. 278 Appendix A CourseLimitExamples ............................................................................................................................ 299 SettingUpaLocalUnit,Course,orGPALimitRequirement ................................................................... 299 SettingUpaGlobalCourseLimitRequirement ......................................................................................... 302 Appendix B SequentialRestrictionExamples ............................................................................................................. 305 SettingUpaLocalSequentialRestrictionRequirement ............................................................................ 305 SettingUpaGlobalSequentialRestrictionRequirement ........................................................................... 306 Appendix C AdvisementReportResultTables ............................................................................................................ 309 UnderstandingAdvisementReportResultTables ....................................................................................... 309 SAA_ADB_CONDUSE .............................................................................................................................. 310 MappingfromPreviousReleases .......................................................................................................... 310 SAA_ADB_COURSES ............................................................................................................................... 311 MappingfromPreviousReleases .......................................................................................................... 311 SAA_ADB_CRSEAVL ............................................................................................................................... 314 MappingfromPreviousReleases .......................................................................................................... 315 SAA_ADB_CRSEUSE ................................................................................................................................ 316 MappingfromPreviousReleases .......................................................................................................... 316 SAA_ADB_REPORT .................................................................................................................................. 318 Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved. ix Contents MappingfromPreviousReleases .......................................................................................................... 318 SAA_ADB_RESULTS ................................................................................................................................ 318 MappingfromPreviousReleases .......................................................................................................... 319 SAA_ADB_RQDPLAN .............................................................................................................................. 322 MappingfromPreviousReleases .......................................................................................................... 322 SAA_ADB_WHATIF .................................................................................................................................. 323 MappingfromPreviousReleases .......................................................................................................... 323 Appendix D AcademicAdvisementReports ................................................................................................................ 325 AcademicAdvisementReports:AtoZ ...................................................................................................... 325 Index ............................................................................................................................................................ 329 x Copyright © 1988, 2012, Oracle and/or its affiliates. All Rights Reserved.

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PeopleSoft Academic Advisement 9.0 PeopleBook . Getting Started with Academic Advisement . Understanding Academic Advisement Concepts .
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PeopleSoft Academic Advisement 9.0 PeopleBook . Getting Started with Academic Advisement . Understanding Academic Advisement Concepts .

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