Advisor Center Guide
Advisor Center Guide
September 2012
Table of Contents
System Requirements, Security and Access ...................................................................................................... 4
Browser Requirements .................................................................................................................................. 4
Student Information System Security............................................................................................................ 4
System Access ............................................................................................................................................... 4
What is the Advisor Center and how do I get there? ........................................................................................ 5
Advisor Center ................................................................................................................................................... 6
How to view a students schedule ................................................................................................................ 6
How to view advisors .................................................................................................................................... 7
How to view holds......................................................................................................................................... 7
How to access RIT course history ................................................................................................................. 8
How to access an unofficial transcript .......................................................................................................... 9
Class Search..................................................................................................................................................... 10
Program Library .............................................................................................................................................. 12
Term Values .................................................................................................................................................... 13
Additional PeopleSoft Training Modules ........................................................................................................ 14
Appendix A: ..................................................................................................................................................... 15
Appendix B: ..................................................................................................................................................... 19
September 2012
The following browsers are supported by PeopleSoft and are thus recommended for use:
Firefox versions 7, 3.6, 3.5
Internet Explorer versions 9, 8, 7
Safari 5, 4, 3
If you use an unsupported browser or version, results may be unpredictable. Many transactions will work
fine, but some will not work at all.
System security roles are being defined by the University that relate to individual functional roles at RIT.
The role(s) that you are assigned within the system will determine the security level and, therefore, the
resources you are able to access.
System Access
Faculty user accounts will be automatically activated after appropriate paperwork is submitted to Human
Resources. Any individuals who cannot access their accounts as expected should contact the ITS Service
Desk at (585) 475-HELP or by emailing [email protected].
September 2012
Once youve logged in, use the Main Menu to navigate to Self Service > Advisor Center > My Advisees.
September 2012
Advisor Center
The Advisor Center allows you to see detailed academic records for all students at RIT. If you are also listed
as an instructor for a class, you can access the Advisor Center by clicking the tab along the top.
If you are assigned to students, as a faculty advisor, your list of advisees will display on the my advisees
tab. Whether you have advisees or not, you should have access to the
button at the bottom of the my advisees page. This allows you to search for any student by their University
ID# or first and last name.
Once youve selected a student from your list of advisees or searched for them using the View Data for
Other Students button, you will be taken to a view of their Student Center.
September 2012
September 2012
By default the courses will be listed in order by Course Number. Click the headings to sort courses by
name, the term they were taken, grade, or number of units.
September 2012
Use the other academic dropdown menu to select Transcript: View Unofficial.
Click the
button.
Use the Report Type dropdown menu to select UNOFFICIAL ACADEMIC TRANSCRIPT.
Click the
button.
September 2012
Class Search
All faculty have access to Search for classes offered at RIT. Conveniently, when you are in Faculty Center,
there is a Search tab at the top of the screen that will bring you directly to the Class Search.
There are many fields available for use when searching for classes. The most popular class search seems
to be for all classes being offered in a particular department in a given term. To execute this search:
1. Enter the Course Subject code in the Course Subject box (an easy reference guide outlining subject
codes is included in Appendix A or can be found at: https://sis.rit.edu/info/pdf/201213_ActiveCourse_SubjectCodes.pdf)
2. Change the Course Number qualifier to greater than or equal to and enter 1 in the course number
box.
3. If you would like to see only graduate or undergraduate classes, select the proper course career in
the Course Career field. If you would like to see both undergraduate and graduate classes, make
sure that you leave the Course Career field blank.
4. Uncheck the Show Open Classes Only box.
5. Press Enter on your keyboard
To execute additional searches you may select from the many options on this page. One important thing
to remember is that in order to perform a search you must include at least two search criteria.
September 2012
INSTITUTION
ACADEMIC CAREER
ACADEMIC PROGRAM
ACADEMIC PLAN
ACADEMIC
SUB-PLAN
It is important to understand how the system defines these levels. Note that these may have slightly
different meanings than what you are used to.
Academic Institution
The structural element used to identify the university. RIT is one institution and
thus we have only one Academic Institution code, which is RIT01 (RITzero1).
Academic Career
A students academic career, or simply career indicates the level of study that
the student is actively enrolled in. RIT will utilize three Careers. Undergraduate
(UGRD) will be used for students enrolled in any program issuing a Certificate,
Diploma, AS, AAS, AOS, BS, or BFA. Graduate (GRAD) will be used for students
enrolled in any program issuing an Advanced Certificate, MS, MBA, MArch, MFA or
PhD. Continuing Education (CNED) will be used for NTID Summer Vestibule
students and in the future, may be used for continuing education.
Academic Program
The entity of the university to which a student applies and is admitted and from
which the student graduates. As a general rule at RIT, linking the academic career
and college unit together creates the academic program (ex. UCLA =
Undergraduate College of Liberal Arts, GCLA = Graduate College of Liberal Arts).
Academic Plan
An academic plan is the structural element that describes an area of study within
an academic program, with one degree or certificate per plan. Plans are used for
majors, 2nd majors, minors, and concentrations. Students will likely have multiple
plans (Ex. PACK-BS, ACCT-2M, ECON-MN, GFL-CONC).
Academic Sub-Plan
September 2012
Program Library
With the transition to the new Student Information System (SIS) all of the codes used to identify college
and major for student have been updated. A reference guide outlining all of the new plan
(major/minor/concentration) codes has been added to the Registrars office web page and can be
accessed using the following link: http://www.rit.edu/academicaffairs/registrar/program-library
It is recommended that individuals use the STARS-Peoplesoft Cross-walk until they become more
comfortable with the nomenclature used in the SIS. This document will allow you to search using the old
program code and provide you with a translation to the new Program/Plan information being used to
associate a student with a particular college and major.
Forms
All official Registrars office forms have been updated to reflect our new processing requirements. Any
leftover forms that you may have in your office should be discarded. All forms can now be found
electronically on the Registrars office website. To locate the forms, navigate to:
1. http://www.rit.edu/academicaffairs/registrar/
2. Select Faculty/Staff
3. Select Forms or Restricted Forms to see a list of forms (all users will need to log in to use Restricted
Forms)
Items found under Forms are intended for faculty/staff and/or students to access and may be brokered by
students directly.
Those forms found under Restricted Forms are for faculty/staff use only and should not be given to
students to obtain signatures, route, deliver, etc.
September 2012
Term Values
To identify terms, RIT has used five-digit term codes in the legacy system, but will be changing to four-digit
term codes with our move to PeopleSoft. It is important to note that the last digit in the term codes will
change when we move to Semesters, the last digit will be spread out to provide flexibility in the future.
The following table shows how term codes have been configured in the new SIS through the 2015-2016
academic year:
Academic Year
Term
Value
2012-2013
Fall
2121
Winter
2122
Spring
2123
Summer
2124
Fall
2131
Intersession
2133
Spring
2135
Summer
2138
Fall
2141
Intersession
2143
Spring
2145
Summer
2148
Fall
2151
Intersession
2153
Spring
2155
Summer
2158
2013-2014
2014-2015
2015-2016
September 2012
System Overview
Introduction to PeopleSoft
CRM Fundamentals (including video)
Wait Lists (including video)
Faculty
Students
Visual Tour of the new Class Search
Student Center Overview (including video)
How-to Guide that explains searching for Wellness classes
Advisors
Visual Tour of the new Class Search
Advisor Center Overview (including videos)
Student Center Overview for Advisors (including videos)
Processing in PeopleSoft for Advisors & Academic Support Staff
AP Credit Evaluation
Editing Advisor Assignments
Frequently Asked Questions
Questions from each training session, along with questions posed through the change agent network are
being answered and posted in a knowledge based wiki for students, staff and faculty to access.
(https://wiki.rit.edu/display/itskb/PeopleSoft+Frequently+Asked+Questions)
September 2012
Appendix A:
September 2012
The 1st two digits of the course subject codes are the college codes
Course
Subject
Code
0101
0102
0103
0104
0105
0106
0110
0112
0113
0114
0116
0301
0302
0303
0304
0305
0306
0307
0308
0309
0310
0500
0501
0502
0504
0505
0506
0507
0508
0509
0510
0511
0512
0513
0514
0515
Discipline Name
Accounting
Management
Economics
Finance
Marketing
Decision Sciences
Business Legal Studies
Management Information Systems
International Business
Technology & Innovation
Consumer Finance
Electrical Engineering
General Engineering
Industrial & Systems Engineering
Mechanical Engineering
Microelectronic Engineering
Computer Engineering
Quality & Applied Statistics
Microsystems Engineering
Chemical Engineering
Biomedical Engineering
Liberal Arts/Degree Audit
Criminal Justice
Writing
Literature
Fine Arts
Humanities
History
Science Technology & Society
Philosophy
Anthropology
Economics
Social Science
Political Science
Psychology
Sociology
Course
Subject
Code
0517
0519
0520
0521
0522
0524
0525
0526
0527
0533
0535
0550
0606
0607
0608
0609
0610
0614
0617
0618
0619
0620
0621
0622
0623
0624
0625
0626
0627
0630
0632
0633
0634
0635
0640
Discipline Name
General Studies, General
Interdisciplinary Aerospace
Interdisciplinary Liberal Arts
Public Policy
Womens & Gender Studies
International Studies
Foreign Languages
Urban and Community Studies
School Psychology
Museum Studies
Communication
Honors Liberal Arts
Engineering Technology
Packaging Science
Civil Engineering Technology
Electrical Engineering Technology
Mechanical Engineering Technology
Telecommunications Engineering
Technology
Manufacturing Engineering Technology
Computer Engineering Technology
Hospitality Service
Nutrition Management
Food Management
Hotel & Resort Management
Travel & Tourism Management
Hospitality Tourism
Service Quality Management
Human Resource Development
Instructional Technology
Environmental Management
Facility Management
Safety Technology
Disaster & Emergency Management
Health Systems Administration
Reserve Officer Training ARMY
September 2012
The 1st two digits of the course subject codes are the college codes
Course
Subject
Code
0660
0801
0804
0805
0806
0813
0825
0826
0829
0835
0853
0855
0875
0876
0878
0879
0880
0881
0882
0883
0884
0885
0886
0887
0890
0891
1001
1004
1005
1006
1008
1009
1010
1011
1012
1013
Discipline Name
Electrical Mechanical Engineering
Technology
Accounting Technology
Business Careers
Applied Computer Technology
Interdisciplinary Studies
CIMT Computer Integrated Mach Tech
Art and Computer Design
Summer Vestibule Experience
Incomplete Schedule
Graduate Secondary Education
Science and Engineer. Support
Art and Imaging Studies
ASL-English Interpretation
Deaf Studies
Digital Imaging & Publishing Technology
Laboratory Science Technology
Communications Studies & Humanities
Performing Arts
Social Sciences
English
Mathematics
Science
American Sign Language
Career Exploration
Computer Aided Drafting Technology
Automation Technologies
Biology
Biology/Medical General Education
Field Biology
Environmental Science
Analytical Chemistry
Bio Chemistry
Chemistry
General Chemistry
Inorganic Chemistry
Organic Chemistry
Course
Subject
Code
1014
1015
1016
1017
1018
1022
1023
1026
1028
1029
1030
1032
1040
1050
1051
1055
1060
1070
1099
1103
1105
1106
1107
1108
1109
1110
1111
1112
1113
1114
1115
1701
1710
1715
1720
1740
Discipline Name
Physical Chemistry
Environmental Chemistry
Mathematics & Statistics
Physics
General Science Exploration
Computational Math
Clinical Chemistry
Medical Sciences
Materials Science & Engineering
Polymer Chemistry
Diagnostic Medical Sonography
Physician Assistant
Premed Studies
Color Science
Imaging Science
Honors in Science and Mathematics
Astrophysical Sciences and Technology
Center for Biological Education &
Training
Interdisciplinary Science
Phys Ed - Varsity
First-Year Enrichment
Club Sports
Health and Wellness Seminars
Dance
Fitness
Health and Safety
Lifetime Rec Activities
Interactive Adventures
Martial Arts
Military Sciences
Faculty/Staff Wellness
English Language Center
Academic Support Center
College Restoration
First-Year Enrichment
Discover-RIT Pre-Orientation
September 2012
The 1st two digits of the course subject codes are the college codes
Course
Subject
Code
2009
2010
2011
2012
2013
2014
2015
2019
2020
2021
2035
2037
2039
2040
2041
2042
2043
2044
2045
2046
2060
2061
2065
2066
2067
2068
2076
2080
2081
2082
Discipline Name
New Media Design
Graphic Design
Art Education
Art & Design Extended Studies
Foundation Courses
Computer Graphics Design
Interior Design
Illustration
Medical Illustration
Fine Arts Studio
Industrial Design
Graduate Studies
Art History
Ceramics & Ceramic Sculpture
Glass
Metalcrafts & Jewelry
Weaving and Textile Design
Woodworking & Furniture Design
General Craft Studies
Crafts Extended Studies
Fine Art Photo
Biomedical Photo
Film/Video/Animation
Graduate Photography
Photographic Arts
Imaging Systems Management
Imaging & Photographic Technology
Printing Management
Printing Technology
Graphic Media Publishing
Course
Subject
Code
2083
3002
3080
3081
3084
3085
3088
3092
3093
3096
3097
3099
4001
4002
4003
4004
4005
4006
4010
4011
4020
4040
4050
4055
4080
4085
5001
5010
Discipline Name
New Media Publishing
University Studies
Accounting & Business Systems
Business Admin Mgmt.
Quality Management
Global Sourcing
Tech Communications
Math & Science
Geographic Technology
Security Technology
IMDB Multi/Interdisciplinary Studies
Professional Studies
Computer Programming
Information Sciences & Technologies
Computer Science
Info Tech Grad Web & Multimedia
Graduate Computer Science
Medical Informatics
Software Engineering
Software Engineering Graduate
Intra-College Studies
Computing & Information Sciences
PhD
Networking, Security & Systems Admin
Undergraduate
Networking, Security & Systems Admin
Graduate
Interactive Games & Media
Interactive Games & Media Graduate
Institute for Sustainability
Architecture
Appendix B:
Description
The look up icon appears next to each field with values associated with it. If at any
time a user is unsure of a value, clicking the look up icon will open a window listing all
valid values for the field in question.
This symbol is used to add additional entries to the transactional pages. For example
if you have added one class and you want to add another for the same term, you
would select the
(Delete a row)
Academic Career
The
Academic Level
Career indicates the level of study that the student is currently enrolled in
undergraduate, graduate or continuing education.
Used to group academic programs and courses. Most closely resembles the legacy
college structure.
The institution is always RIT01 and is the same for all campuses regardless of location
(RITzero1).
Student year level
Academic Load
Academic Organization
Academic Plan
An area of study within an academic program or academic career. Major, 2nd major,
minor, or concentration.
The combination of academic career and academic group.
Academic Group
Academic Institution
Academic Program
Academic Structure
Academic Subplan
Action Date
Action Reason
Add
Auto Enroll
Auto Populate
Campus
Career
Class
Class Associations
September 2012
PeopleSoft Term/Icon
Description
Class Number
The class number is a unique, 5-digit, identifier given to each offering of a course.
Class numbers are unique per class (section) and are also unique per term.
A list of students enrolled in a class, on a wait list for a class, or that have dropped the
class.
Provides class scheduling information by week or term.
Class Roster
Class Schedule
Course Attributes
Course Catalog
Course ID
Drop
Drop with Penalty
Edit
Effective Date
Enrollment Appointment
Enrollment Component
Enrollment Request
Enrollment Requirement
Group
Expected Graduation
Term
Faculty Center
Instruction Mode
Legacy
Commonly used to refer to the old SIS or any system that PeopleSoft is replacing.
Grade Roster
Graded Component
September 2012
PeopleSoft Term/Icon
Description
Location
Searchable filed used to provide more detail regarding where a class is offered. RIT
Croatia, RIT Dominican Republic, RIT Dubai, RIT Kosovo, RIT Prague, RIT Turkey,
Rochester Institute of Technology, including off-campus locations for a specific
campus.
The process which automatically creates a student record for applicants who have
accepted an offer of admission, have been admitted, and have paid their registration
deposit. Matriculation enables the student to be term activated and then proceed
with registration. Note: This term no longer indicates if a student is degree seeking.
Typically have an impact on services for a student and can prohibit enrollment, or
restrict the availability of transcripts or diplomas.
Matriculation
Negative Service
Indicator ( )
Person Record
Planner
Positive Service Indicator
( )
Requisites
Reserve capacities
Blocks of seats reserved for specific groups of students for specific periods of time.
Service Impact
The resulting action triggered by a service indicator. For example, a service indicator
that reflects nonpayment of account balances by a student might result in a service
impact that prohibits registration for classes.
A period of time within a term in which classes are offered.
Session
Student Appointment
Block
Student Center
Student Record
Subject/Subject Area
Swap
The process of switching from a class a student is currently in to a desired class they
would like to enroll in. The student will not lose their seat in the class they are
currently enrolled in until they receive a seat in the desired class.
Describes a period of time in which classes are scheduled and students register and
statistics are calculated. A term can represent a quarter, semester, or intercession
period.
Creation of a term record for a student which then enables them to register in the
activated term(s) when registration opens.
The process of copying a previous years term forward providing a starting point for
the scheduling of a new term.
Credit Hours. Identifies the amount of credit that applies to the course.
Term
Term Activation
Term Roll
Units
Variable Data
Wait List
The information that links a specific communication to a person in the database, using
key data from the persons record.
A process that allows students to receive a spot on a list for possible entry into a class
that is full.
September 2012