Table Of Content

PeopleSoft Enterprise Academic Advisement 9.0 PeopleBook March 2010 PeopleSoft Enterprise Academic Advisement 9.0 PeopleBook SKU cs9lsaa-b0310 Copyright © 1988, 2010, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation 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 software or related documentation 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 RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software 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 which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software 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 PeopleSoftEnterpriseAcademicAdvisementPreface .............................................................................. xi PeopleSoftProducts ........................................................................................................................................ xi PeopleSoftApplicationFundamentals ............................................................................................................ xi PeopleBookStructure ..................................................................................................................................... xi PeopleBooksandtheOnlinePeopleSoftLibrary ......................................................................................... xiv 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, 2010, 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 ...................................................................................................... 37 Chapter 5 SettingUpAcademicRequirements ........................................................................................................... 43 UnderstandingAcademicRequirements ....................................................................................................... 43 SettingUpAcademicRequirements ............................................................................................................. 43 Prerequisites ............................................................................................................................................ 43 CommonElementsUsedinThisChapter ............................................................................................... 44 PagesUsedtoSetUpAcademicRequirements ...................................................................................... 45 DefiningAcademicRequirements ......................................................................................................... 45 SpecifyingRequirementParameters ...................................................................................................... 51 CreatingaRequirementLineItem ......................................................................................................... 68 SpecifyingRequirementLineItemParameters ..................................................................................... 76 SettingUpRequirementLineItemDetail .............................................................................................. 87 iv Copyright © 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 6 SettingUpAcademicRequirementGroups ........................................................................................... 105 UnderstandingAcademicRequirementGroups ......................................................................................... 105 ProcessingOrderofRequirementGroups ............................................................................................ 105 ReportingSequencesof900orHigher ................................................................................................. 107 MultiplePrograms,Plans,andSubplans ............................................................................................... 107 ChangestoAcademicStructureProcessing .......................................................................................... 108 UnderstandingHowtoCreateAcademicRequirementGroups .................................................................. 109 ObeyingPrintControlSettings ................................................................................................................... 109 CombinationsofPrintControlandCreditIncludeModeValues ......................................................... 110 SettingUpAcademicRequirementGroups ................................................................................................. 115 PagesUsedtoSetUpAcademicRequirementGroups ......................................................................... 115 SettingUpaRequirementGroup ......................................................................................................... 116 EstablishingRequirementGroupParameters ...................................................................................... 125 DefiningtheRequirementGroupDetail .............................................................................................. 133 SettingUptheRequirementGroupDetailParameters ........................................................................ 138 SpecifyingRequiredPlansandSubplans ............................................................................................. 142 IdentifyingAppendedRequirementGroups ........................................................................................ 143 Chapter 7 SettingUpProgramGuides ...................................................................................................................... 145 UnderstandingProgramGuides ................................................................................................................... 145 SettingUpProgramGuides ......................................................................................................................... 145 CommonElementsUsedinThisChapter ............................................................................................. 146 PagesUsedtoSetUptheProgramGuide ............................................................................................. 147 SelectingtheProgramGuideOption .................................................................................................... 147 SettingUpProgramGuideCourseLists ............................................................................................... 148 SettingUpProgramGuideRequirements ............................................................................................. 151 SettingUpProgramGuideRequirementGroups .................................................................................. 153 Chapter 8 SettingUpAdvisementReportTypes ...................................................................................................... 157 UnderstandingAdvisementReportTypes ................................................................................................... 157 SettingUpAdvisementReportTypes ......................................................................................................... 157 Prerequisite ............................................................................................................................................ 158 PageUsedtoSetUpAdvisementReportTypes ................................................................................... 158 DefiningAdvisementReportTypes ...................................................................................................... 158 Copyright © 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. v Contents Chapter 9 ManagingBatchAcademicAdvisementReports .................................................................................... 163 UnderstandingBatchAcademicAdvisementReports ................................................................................. 163 CommonElementsUsedinthisChapter .............................................................................................. 164 GeneratingBatchAcademicAdvisementReportRequests ........................................................................ 164 PagesUsedtoProcessBatchAdvisementReports ............................................................................... 164 GeneratingBatchAdvisementReportRequests .................................................................................. 165 GeneratingBatchAdvisementReports ................................................................................................. 166 PrintingBatchAdvisementReports ...................................................................................................... 167 UpdatingSelf-ServiceAdvisementReports ................................................................................................ 168 UnderstandingtheSelf-ServiceAdvisementReportUpdateProcess ................................................... 168 PageUsedtoUpdateSelf-ServiceAdvisementReports ....................................................................... 168 UpdatingaSelf-ServiceAdvisementReport ........................................................................................ 168 PurgingAcademicAdvisementReports ...................................................................................................... 169 PagesUsedtoPurgeAcademicAdvisementReportsandRecords ...................................................... 169 PurgingAcademicAdvisementReportResults .................................................................................... 170 PurgingtheAnalysisDatabase .............................................................................................................. 172 Chapter 10 ReviewingtheRequirementGroup,Requirement,andCourseListSummaries ............................... 175 ReviewingAcademicRequirementGroupSummaries .............................................................................. 175 PagesUsedtoReviewAcademicRequirementGroupSummaries ...................................................... 176 ReviewingAcademicRequirementSummaries ......................................................................................... 176 ReviewingAdvisementCourseListSummaries ........................................................................................ 177 PagesUsedtoReviewAdvisementCourseListSummaries ................................................................ 177 Chapter 11 SharingCourses ........................................................................................................................................ 179 UnderstandingCourseSharing .................................................................................................................... 179 SettingUpCourseShareSets ...................................................................................................................... 179 PageUsedtoSetUpCourseShareSets ................................................................................................ 180 EstablishingCourseShareSets ............................................................................................................. 180 vi Copyright © 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 12 UsingAdvisementOverridesandCourseSubstitutions ....................................................................... 185 UnderstandingAdvisementOverridesandCourseSubstitutions ................................................................ 185 Prerequisites ................................................................................................................................................. 185 SettingUpCourseDirectivesandAdvisementOverrides .......................................................................... 186 UnderstandingCourseDirectiveandAdvisementOverrideSetup ....................................................... 186 PagesUsedtoSetUpCourseDirectivesandOverrides ....................................................................... 186 CreatingAdvisementOverrides ............................................................................................................ 187 CreatingOverrideDetails ...................................................................................................................... 189 DefiningCourseSubstitutions .................................................................................................................... 193 UnderstandingCourseSubstitutions ..................................................................................................... 193 PageUsedtoDefineCourseSubstitutions ............................................................................................ 193 SettingUpCourseSubstitutions .......................................................................................................... 194 Chapter 13 CreatingandUsingExpandedConditionsandCustomConditions .................................................... 197 DefiningExpandedConditions .................................................................................................................... 197 UnderstandingExpandedConditions .................................................................................................... 197 PageUsedtoDefineExpandedConditions .......................................................................................... 198 DefiningAcademicEntityGroups ........................................................................................................ 198 DefiningDynamicConditions ............................................................................................................. 199 DefiningCustomConditions ....................................................................................................................... 207 UnderstandingCustomConditions ...................................................................................................... 208 PageUsedtoSetUpCustomConditions ............................................................................................. 209 DefiningCustomConditionProcesses ................................................................................................. 209 Chapter 14 MaintainingAcademicAdvisementSetupData .................................................................................... 213 Prerequisite .................................................................................................................................................. 213 ProducinganAdvisementGroupSummaryReport ................................................................................... 213 UnderstandingtheAdvisementGroupSummaryReport ..................................................................... 214 PagesUsedtoProduceanAdvisementGroupSummaryReport ......................................................... 214 GeneratinganAdvisementGroupSummaryReport ........................................................................... 214 DefiningAdvisementGroupSummaryPrintOptions ......................................................................... 217 ProducingaDatabaseTablesReport .......................................................................................................... 219 Prerequisite ............................................................................................................................................ 219 PageUsedtoProduceaDatabaseTablesReport .................................................................................. 220 Copyright © 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. vii Contents EnteringDatabaseTableInformation .................................................................................................. 220 ProducingEntityGroupTableandConditionTableReports ..................................................................... 221 PageUsedtoProduceEntityGroupTableandConditionTableReports ............................................ 221 EnteringEntityGroupandConditionReportParameters ..................................................................... 222 ProducingaRequirementAdvisementReport ............................................................................................ 222 PagesUsedtoCreateaRequirementAdvisementReport .................................................................... 222 DefiningtheRequirementAdvisementReportParameters ................................................................. 223 DefiningRequirementAdvisementPrintOptions ............................................................................... 224 ProducingaReverseEngineeringReport ................................................................................................... 226 PagesUsedtoProduceaReverseEngineeringReport ......................................................................... 227 EnteringReverseEngineeringReportParameters ............................................................................... 227 Chapter 15 ProducingAcademicAdvisementReports .............................................................................................. 231 UnderstandingAcademicAdvisementReports .......................................................................................... 231 Prerequisites ................................................................................................................................................. 231 ProducingOnlineAcademicAdvisementReports ..................................................................................... 232 PagesUsedtoCreateanOnlineAcademicAdvisementReport ........................................................... 232 SelectingGeneralParameters ................................................................................................................ 233 AddingaWhat-IfCourse ...................................................................................................................... 235 SelectingStudentandWhat-IfDataforProcessing ............................................................................. 236 Chapter 16 ProducingAcademicAdvisementTranscriptReports .......................................................................... 241 UnderstandingOnlineandBatchAdvisementTranscriptReports ............................................................. 241 Prerequisites ................................................................................................................................................. 242 ProducinganOnlineAcademicAdvisementTranscriptReport .................................................................. 242 PagesUsedtoCreateanOnlineAcademicAdvisementTranscriptReport ......................................... 243 SelectingtheTranscriptTypeandGeneralParameters ........................................................................ 244 SelectingStudentandWhat-IfDataforProcessing ............................................................................. 247 SpecifyingSendToInformation .......................................................................................................... 249 ViewingandPrintingAdvisementReportResults .............................................................................. 250 CheckingforReportErrors .................................................................................................................. 253 ProducingBatchAcademicAdvisementTranscriptReports ...................................................................... 253 ProducingQuickWhat-IfandStoredWhat-IfAdvisementReports .......................................................... 253 UnderstandingWhat-IfAdvisementReports ........................................................................................ 254 PagesUsedtoDefineWhat-IfScenarios ............................................................................................. 254 SelectingtheCourseListWhat-IfOption ............................................................................................ 255 EnteringaWhat-ifCourse .................................................................................................................... 256 EnteringQuickWhat-IfParameters ..................................................................................................... 256 viii Copyright © 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. Contents DefiningaStoredWhat-IfProgramforaStudent ............................................................................... 259 DefiningaStoredWhat-IfPlanforaStudent ...................................................................................... 262 DefiningaStoredWhat-IfSub-PlanforaStudent .............................................................................. 263 ProcessingSelf-ServiceAdvisementReports .............................................................................................. 264 Chapter 17 UsingtheAnalysisDatabasetoCreateUserConfigurableReports .................................................... 265 UnderstandingtheAnalysisDatabase ......................................................................................................... 265 PopulatingtheAnalysisDatabaseTables .................................................................................................... 266 PrintingtheContentsoftheAnalysisDatabase ........................................................................................... 267 PageUsedtoPrinttheContentsoftheAnalysisDatabase ................................................................... 267 ProcessingtheDatabaseTablesReport ................................................................................................ 267 CreatingaUser-DefinedAdvisementReportUsingtheAnalysisDatabase .............................................. 268 ReviewingtheAcademicAdvisementAnalysisDatabaseTables .............................................................. 268 Appendix A CourseLimitExamples ............................................................................................................................ 289 SettingUpaLocalUnit,Course,orGPALimitRequirement ................................................................... 289 SettingUpaGlobalCourseLimitRequirement ......................................................................................... 292 Appendix B SequentialRestrictionExamples ............................................................................................................. 295 SettingUpaLocalSequentialRestrictionRequirement ............................................................................ 295 SettingUpaGlobalSequentialRestrictionRequirement ........................................................................... 296 Appendix C AdvisementReportResultTables ............................................................................................................ 299 UnderstandingAdvisementReportResultTables ....................................................................................... 299 SAA_ADB_CONDUSE .............................................................................................................................. 300 MappingfromPreviousReleases .......................................................................................................... 300 SAA_ADB_COURSES ............................................................................................................................... 301 MappingfromPreviousReleases .......................................................................................................... 301 SAA_ADB_CRSEAVL ............................................................................................................................... 304 MappingfromPreviousReleases .......................................................................................................... 305 SAA_ADB_CRSEUSE ................................................................................................................................ 306 Copyright © 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. ix Contents MappingfromPreviousReleases .......................................................................................................... 306 SAA_ADB_REPORT .................................................................................................................................. 308 MappingfromPreviousReleases .......................................................................................................... 308 SAA_ADB_RESULTS ................................................................................................................................ 308 MappingfromPreviousReleases .......................................................................................................... 309 SAA_ADB_RQDPLAN .............................................................................................................................. 312 MappingfromPreviousReleases .......................................................................................................... 312 SAA_ADB_WHATIF .................................................................................................................................. 313 MappingfromPreviousReleases .......................................................................................................... 313 Appendix D AcademicAdvisementReports ................................................................................................................ 315 AcademicAdvisementReports:AtoZ ...................................................................................................... 315 Index ............................................................................................................................................................ 319 x Copyright © 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

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