Scope: Student Records Rollout

Student Records will Go-Live on PeopleSoft at UH and UHV for the FALL of 2007.
With the plan to go-live for Fall 2007, Catalog, Class Schedule, Term Activation, Appointment time, Permission numbers, Enrollment Security for both Students and Staff, need to be ready by no later than March 20, 2007.
Students need to enroll for their Summer classes in ADMIN and Fall classes in PeopleSoft. Students will have two priority registration appointment times, one for Summer in ADMIN and one for Fall in PeopleSoft. UH, current practice is students enroll for both Summer and Fall classes at the same time with one appointment time. This will require a great deal of communication for both students and staff. The new change needs to be communicated to students, staff, and faculty no later than March, 2007. It is an option to have Summer and Fall registration separately.
Repeat checking applies only for UHV.
To meet the state requirement, a modification needs to be done for CORE Curriculum and TSI.
SPEEDE needs to comply with the requirements for both Inbound and Outbound for all of UH/UHV trading partner schools.
Easy access to ADMIN data after go-live (interface or view will be created). This interface is needed for at least a whole life cycle of Academic year.
A WebCT/BlackBoard interface will be developed.
Security needs to be in place by September 2006 for testing purposes
Residency needs to be in place by March 20, 2007
Term activation process needs to run by March 20, 2007
Enrollment Appointment needs to run by March 20, 2007
Catalog and class schedule need to be in placed by March 20, of 2007
Permission number needs to be created for students taking courses outside of their “primary career” by March 20, of 2007
Transcript format needs to be in place by March of 2007.
The Scope of the UH/UHV Student Records module will NOT include the following items:
- Self Service will not include Wish List, Swap Classes, View My Advisors, Waitlist, View My Assignment, and Workload.
- Attendance Roster and its reports
- Advising, GradeBook, OEE (Open Entry Open Exit).
- Library interface for UHV.
- Continuing Education courses
- ADMIN produced “pop–up messages” to alert students when enrolling for classes, example, Pre-requisite error, reach the enrollment cap, courses for major only. PeopleSoft does not have any “pop-up messages” for enrollment, therefore theses messages will be delivered in different way to communicate with students.
Self Service- students should be able to:

View Enrollment Dates (appointment)
Enrollment: Add Classes
Enrollment: Drop Classes
Enrollment: Edit a Class
View My Class Schedule
View My Weekly Schedule
Class Search/Browse Catalog
View My Exam Schedule—Out of Scope
View Degree Progress Report–Out of Scope
Apply for Graduation
View My Grades
Request Official Transcript—mod needed for fee to apply to student’s account
View Unofficial Transcript
Request Enrollment Verification
Learning Management System
Personal Portfolio

Self Service-Faculty should be able to:

View My Class Schedule
Access Class Roster
Record Grades
Class Search/Browse Catalog
Campus Personal Information
View Advisee Information—Out of Scope
New/Drop-In Advisees—Out of Scope

Administrative personnel should be able to:

Enroll Students

Quick Enroll a Student
Quick Admit a Student
Student Milestones
Block Enrollment
Enroll—very limited access
Enrollment Request
Enrollment Request Search –may use UHCL’s mod
Mass Enrollment
Quick Admit Batch Apps—Out of Scope
Search for Classes
Search in Catalog

Student Term Information

Term Activate a Student
Student Grades
Term History
Student Incomplete

Career and Program Information

Student Program/Plan
Student Groups
Student Attributes
Student Career
Student Term Search
Basis of Admission

Enrollment Summaries

Student Study List Report
Enrollment Summary

Term Processing

Class permissions
Waitlist—Out of Scope
Withdrawal and Cancellation
Term Activation
Appointments
End of Term Processing

Repeat Checking—UHV only
Academic Standing/Honors & Awards
Drop Purge
Honors and Awards
Repeat Scheme Table
Repeat Rule
Review Message Log
Wish List Purge—Out of Scope

Enrollment Reporting

Consolidated Statistics
NSC Report
Veterans Report
Special Stats Calc Routine

Enrollment Verifications

Enrollment Verification
Enrollment Verification Print- Batch

Transcripts

Transcript Request—mod needed for fee to apply to student’s account
Transcript Text
Batch Transcripts
Electronic Transcripts
Transcript Purge

Graduation

Student Degrees
Honors and Awards
Graduation Report
Degree Change Audit

Transfer Credit Evaluation (Admission team will carry out this task)
Transfer Credit Rules (Admission team will carry out this task)
3C’s Summaries

Comment Summary
Communication Summary
Personal Checklist Summary

Student Background Information

Student Advisor—not in Scope
Service Indicators
Extracurricular Activity
Athletic Activity
Photo—not in Scope

Course Catalog

Course Catalog Search
Course Catalog
Print Course Catalog
Course Equivalencies (Admission team will carry out this task)
Catalog Summary

Schedule of Classes

Class Search
Schedule New Course
Maintain Schedule of Classes
Schedule Class Meeting
Adjust Class Associations
Update Sections of a Class
Class Event Table—Out of Scope
Print Class Schedule
Exam Code Table—Out of Scope
Exam Code Table Report—Out of Scope
Generate Exam Schedule—Out of Scope
Class Notes Table
Class Notes Report
Class Notes Table Report
Global Notes Table
Global Notes Table Report
Resource Queue Cleanup
Review Message Log

Roll Curriculum Data Forward

Copy Term’s Schedule
Copy/Update Workload Process—Out of Scope
Course Roll

Enrollment Requirements

Enrollment Requirement Groups
Enrollment Requirements
Enrollment Course Lists
Enrollment Requisite Summary
Enrollment Requirement Summary
Course List Summary
Enrollment Advisement Report

Combined Sections

Combined Section Table
Identify Combined Sections

Dynamic Dates—not in Scope
Facility and Event Information—will use AdAstra for class scheduling

Search for Facility
Class Facility Usage

Class Roster

Class Roster
Print Class Roster

Attendance Roster—Out of Scope

Generate Attendance Roster—Out of Scope
Attendance Roster By Class—Out of Scope
Attendance Roster By Student—Out of Scope
Class Attendance By Template—Out of Scope

Grading

Create Grade Rosters
Grade Roster
Grade Post
Print Grade Roster
Mid-Term Deficiency Report
Grade Lapse
Grade Review
Student Grade Report
Grade Change Audit

Instructor/Advisor Information—will use this for Ad Astra

Instructor Schedule
Instructor Term Workload
Instructor/Advisor Table
Instructor/Advisor Report
Instructor/Advisor Role Table
Instructor Assignment Class
Assignment Type

Learning Management Systems—WebCT/Black Board interface will be in place

LMS Provider Setup
LMS System Setup
LMS Batch Extract Process
LMS Authentication Profile