Table Of Content

PeopleSoft Campus Solutions 9.2: Academic Advisement March 2016 PeopleSoft Campus Solutions 9.2: Academic Advisement Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. 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, then 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 fail-safe, 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. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information about 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 unless otherwise set forth in an applicable agreement between you and Oracle. 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, except as set forth in an applicable agreement between you and Oracle. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http:// www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Contents Preface..........................................................................................................................................................xi Understanding the PeopleSoft Online Help and PeopleBooks.............................................................xi PeopleSoft Hosted Online Help......................................................................................................xi Locally Installed Help.....................................................................................................................xi Downloadable PeopleBook PDF Files............................................................................................xi Common Help Documentation......................................................................................................xii Field and Control Definitions........................................................................................................xii Typographical Conventions............................................................................................................xii ISO Country and Currency Codes................................................................................................xiii Region and Industry Identifiers....................................................................................................xiii Translations and Embedded Help.................................................................................................xiv Using and Managing the PeopleSoft Online Help..............................................................................xiv PeopleSoft CS Related Links..............................................................................................................xiv Contact Us............................................................................................................................................xiv Follow Us..............................................................................................................................................xv Chapter 1: Getting Started with Academic Advisement.......................................................................17 Academic Advisement Overview.........................................................................................................17 Academic Advisement Business Processes..........................................................................................17 Academic Advisement Integrations......................................................................................................18 Academic Advisement Implementation................................................................................................19 Setting Up Academic Advisement Tables.....................................................................................19 Additional Information for Getting Started with Academic Advisement............................................20 Chapter 2: Understanding Academic Advisement.................................................................................21 Understanding Academic Advisement Concepts.................................................................................21 Outlining the Academic Structure of an Institution.............................................................................24 Phase One: Outlining the Basic Advisement Structure.................................................................24 Phase Two: Setting Up Requirement Descriptions and Details.....................................................24 Calculating Grade Point Averages........................................................................................................26 Chapter 3: Setting Up Optional Advisement Data.................................................................................29 Setting Up Grade Category Values.......................................................................................................29 Page Used to Set Up Grade Category Values................................................................................29 Entering Grade Category Values....................................................................................................29 Setting Up Cumulative GPA Values.....................................................................................................30 Page Used to Set Up Cumulative GPA Values..............................................................................31 Entering Cumulative GPA Values..................................................................................................31 Setting Up Special Requirement Usage Values....................................................................................31 Understanding Special Requirement Usage Values.......................................................................31 Page Used to Set Up Special Requirement Usage Values.............................................................33 Entering Requirement Usage Values..............................................................................................33 Setting Up Valid Student Groups.........................................................................................................34 Page Used to Define Valid Student Groups...................................................................................35 Defining Valid Student Groups......................................................................................................35 Setting Up Report Identifiers................................................................................................................35 Page Used to Set Up a Report Identifier.......................................................................................35 Defining the Report Identifier........................................................................................................35 Defining Default Course What-If Grades............................................................................................36 Setting Up Tests for Use in Academic Advisement.............................................................................36 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. v Contents Page Used to Set Up Tests for Use in Academic Advisement......................................................37 Defining Tests for Use in Academic Advisement.........................................................................37 Chapter 4: Setting Up Academic Course Lists.......................................................................................41 Understanding Academic Course Lists................................................................................................41 Maximizing the Efficiency of Course Lists.........................................................................................41 Setting Up Academic Course Lists......................................................................................................41 Understanding How to Create an Academic Course List..............................................................42 Pages Used to Create an Academic Course List...........................................................................42 Setting Up a Course List Description............................................................................................43 Creating a Course List Detail........................................................................................................45 Establishing Course List Parameters..............................................................................................50 Chapter 5: Setting Up Academic Requirements....................................................................................55 Understanding Academic Requirements...............................................................................................55 Setting Up Academic Requirements.....................................................................................................55 Prerequisites....................................................................................................................................55 Common Elements Used in Academic Requirements...................................................................55 Pages Used to Set Up Academic Requirements............................................................................57 Defining Academic Requirements.................................................................................................57 Specifying Requirement Parameters..............................................................................................62 Creating a Requirement Line Item.................................................................................................80 Specifying Requirement Line Item Parameters.............................................................................88 Setting Up Requirement Line Item Detail.....................................................................................99 Chapter 6: Setting Up Academic Requirement Groups......................................................................115 Understanding Academic Requirement Groups.................................................................................115 Processing Order of Requirement Groups...................................................................................115 Reporting Sequences of 900 or Higher........................................................................................116 Multiple Programs, Plans, and Subplans.....................................................................................117 Changes to Academic Structure Processing................................................................................117 Understanding How to Create Academic Requirement Groups.........................................................118 Obeying Print Control Settings..........................................................................................................119 Combinations of Print Control and Credit Include Mode Values................................................119 Setting Up Academic Requirement Groups.......................................................................................125 Pages Used to Set Up Academic Requirement Groups...............................................................125 Setting Up a Requirement Group................................................................................................126 Establishing Requirement Group Parameters..............................................................................136 Defining the Requirement Group Detail......................................................................................144 Setting Up the Requirement Group Detail Parameters................................................................149 Specifying Required Plans and Subplans....................................................................................152 Identifying Appended Requirement Groups................................................................................153 Chapter 7: Setting Up Program Guides................................................................................................155 Understanding Program Guides..........................................................................................................155 Setting Up Program Guides................................................................................................................155 Common Elements Used in Academic Requirements.................................................................156 Pages Used to Set Up the Program Guide...................................................................................157 Selecting the Program Guide Option...........................................................................................157 Setting Up Program Guide Course Lists.....................................................................................158 Setting Up Program Guide Requirements....................................................................................161 Setting Up Program Guide Requirement Groups........................................................................162 Chapter 8: Setting Up Advisement Report Types................................................................................165 Understanding Advisement Report Types..........................................................................................165 Setting Up Advisement Report Types................................................................................................165 vi Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. Contents Prerequisite....................................................................................................................................166 Page Used to Set Up Advisement Report Types.........................................................................166 Defining Advisement Report Types.............................................................................................166 Chapter 9: Creating and Managing Advising Notes............................................................................171 Creating and Managing Advising Notes............................................................................................171 Page Used to Manage Advising Notes........................................................................................171 Managing Advising Notes............................................................................................................171 Chapter 10: Managing Batch Academic Advisement Reports...........................................................175 Understanding Batch Academic Advisement Reports.......................................................................175 Prerequisites..................................................................................................................................175 Common Elements Used in Managing Batch Academic Advisement Reports..................................176 Generating Batch Academic Advisement Report Requests...............................................................176 Pages Used to Process Batch Advisement Reports.....................................................................176 Generating Batch Advisement Report Requests..........................................................................177 Generating Batch Advisement Reports........................................................................................182 Printing Batch Advisement Reports.............................................................................................182 Updating Self-Service Advisement Reports.......................................................................................183 Understanding the Self-Service Advisement Report Update Process..........................................183 Page Used to Update Self-Service Advisement Reports.............................................................183 Updating a Self-Service Advisement Report...............................................................................183 Purging Academic Advisement Reports.............................................................................................184 Pages Used to Purge Academic Advisement Reports and Records.............................................184 Purging Academic Advisement Report Results...........................................................................184 Purging Advisement Transcripts.........................................................................................................186 Page Used to Purge Academic Advisement Transcripts..............................................................187 Purging the Analysis Database....................................................................................................187 Chapter 11: Reviewing the Requirement Group, Requirement, and Course List Summaries.........191 Reviewing Academic Requirement Group Summaries......................................................................191 Pages Used to Review Academic Requirement Group Summaries.............................................191 Reviewing Academic Requirement Summaries.................................................................................192 Reviewing Advisement Course List Summaries................................................................................193 Pages Used to Review Advisement Course List Summaries.......................................................193 Chapter 12: Sharing Courses.................................................................................................................195 Understanding Course Sharing...........................................................................................................195 Setting Up Course Share Sets............................................................................................................195 Page Used to Set Up Course Share Sets.....................................................................................196 Establishing Course Share Sets....................................................................................................196 Chapter 13: Using Advisement Overrides and Course Substitutions................................................201 Understanding Advisement Overrides and Course Substitutions.......................................................201 Prerequisites for Using Advisement Overrides and Course Substitutions.........................................201 Setting Up Course Directives and Advisement Overrides.................................................................202 Understanding Course Directive and Advisement Override Setup..............................................202 Pages Used to Set Up Course Directives and Overrides.............................................................202 Creating Advisement Overrides...................................................................................................202 Creating Override Details.............................................................................................................205 Defining Course Substitutions............................................................................................................208 Understanding Course Substitutions............................................................................................208 Page Used to Define Course Substitutions..................................................................................209 Setting Up Course Substitutions..................................................................................................209 Chapter 14: Creating and Using Expanded Conditions and Custom Conditions.............................211 Defining Expanded Conditions...........................................................................................................211 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. vii Contents Understanding Expanded Conditions...........................................................................................211 Pages Used to Define Expanded Conditions...............................................................................212 Defining Academic Entity Groups...............................................................................................212 Defining Dynamic Conditions......................................................................................................213 Defining Custom Conditions..............................................................................................................221 Understanding Custom Conditions..............................................................................................221 Page Used to Set Up Custom Conditions....................................................................................223 Defining Custom Condition Processes.........................................................................................223 Chapter 15: Maintaining Academic Advisement Setup Data.............................................................225 Prerequisite for Maintaining Academic Advisement Setup Data.......................................................225 Producing an Advisement Group Summary Report...........................................................................225 Understanding the Advisement Group Summary Report............................................................225 Page Used to Produce an Advisement Group Summary Report.................................................226 Generating an Advisement Group Summary Report...................................................................226 Producing a Database Tables Report..................................................................................................230 Prerequisite....................................................................................................................................230 Page Used to Produce a Database Tables Report........................................................................230 Entering Database Table Information..........................................................................................230 Producing Entity Group Table and Condition Table Reports.............................................................231 Page Used to Produce Entity Group Table and Condition Table Reports...................................232 Entering Entity Group and Condition Report Parameters...........................................................232 Producing a Requirement Advisement Report...................................................................................232 Page Used to Create a Requirement Advisement Report............................................................233 Defining the Requirement Advisement Report Parameters.........................................................233 Producing a Reverse Engineering Report...........................................................................................235 Page Used to Produce a Reverse Engineering Report.................................................................236 Entering Reverse Engineering Report Parameters.......................................................................236 Chapter 16: Producing Academic Advisement Reports......................................................................239 Understanding Academic Advisement Reports..................................................................................239 Prerequisites for Producing Academic Advisement Reports..............................................................239 Producing Academic Advisement Reports.........................................................................................240 Pages Used to Create an Academic Advisement Report.............................................................240 Selecting General Parameters.......................................................................................................240 Adding a What-If Course.............................................................................................................242 Selecting Student and What-If Data for Processing....................................................................243 Chapter 17: Producing Academic Advisement Transcript Reports...................................................245 Understanding Online and Batch Advisement Transcript Reports.....................................................245 Prerequisites for Producing Academic Advisement Transcript Reports............................................246 Producing an Online Academic Advisement Transcript Report........................................................246 Pages Used to Create an Online Academic Advisement Transcript Report................................247 Selecting the Transcript Type and General Parameters...............................................................247 Selecting Student and What-If Data for Processing....................................................................251 Specifying Send To Information..................................................................................................252 Viewing and Printing Advisement Report Results......................................................................252 Checking for Report Errors..........................................................................................................253 Producing Batch Academic Advisement Transcript Reports.............................................................254 Producing Quick What-If and Stored What-If Advisement Reports..................................................254 Understanding What-If Advisement Reports...............................................................................254 Pages Used to Define What-If Scenarios....................................................................................255 Selecting the Course List What-If Option...................................................................................256 Entering a What-if Course...........................................................................................................256 viii Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. Contents Entering Quick What-If Parameters.............................................................................................257 Defining a Stored What-If Program for a Student......................................................................260 Defining a Stored What-If Plan for a Student.............................................................................262 Defining a Stored What-If Sub-Plan for a Student......................................................................263 Processing Self-Service Advisement Reports.....................................................................................263 Chapter 18: Using the Analysis Database to Create User Configurable Reports.............................265 Understanding the Analysis Database................................................................................................265 Populating the Analysis Database Tables...........................................................................................265 Printing the Contents of the Analysis Database.................................................................................266 Page Used to Print the Contents of the Analysis Database.........................................................266 Processing the Database Tables Report.......................................................................................267 Creating a User-Defined Advisement Report Using the Analysis Database......................................267 Reviewing the Academic Advisement Analysis Database Tables.....................................................267 Appendix A: Course Limit Examples....................................................................................................281 Setting Up a Local Unit, Course, or GPA Limit Requirement...........................................................281 Setting Up a Global Course Limit Requirement................................................................................283 Appendix B: Sequential Restriction Examples.....................................................................................285 Setting Up a Local Sequential Restriction Requirement....................................................................285 Setting Up a Global Sequential Restriction Requirement..................................................................286 Appendix C: Advisement Report Result Tables...................................................................................289 Understanding Advisement Report Result Tables..............................................................................289 SAA_ADB_CONDUSE......................................................................................................................289 SAA_ADB_COURSES.......................................................................................................................290 SAA_ADB_CRSEAVL.......................................................................................................................293 SAA_ADB_CRSEUSE.......................................................................................................................295 SAA_ADB_REPORT..........................................................................................................................296 SAA_ADB_RESULTS........................................................................................................................297 SAA_ADB_RQDPLAN......................................................................................................................300 SAA_ADB_WHATIF..........................................................................................................................300 Appendix D: Academic Advisement Reports........................................................................................303 Academic Advisement Reports: A to Z.............................................................................................303 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. ix Contents x Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved.

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