Do you rely on your Favorites menu in PeopleSoft to conduct your work? Favorites that users have saved in PS 8.9 will not be moved into PS 9.0 when we upgrade. Rather, users will need to set up their Favorites in the upgraded system when it goes live in February. Start to prepare now by making list, or taking a screen print, of your Favorites drop down menu in 8.9. Then, use our PeopleSoft Quick Reference Guide to learn the navigational paths to the pages you need.

Note: A few PS pages will move to different folder locations or be renamed as part of the Upgrade. An updated, 9.0 version of the PeopleSoft Quick Reference Guide reflecting these changes will be provided in the Student Systems Upgrade Overview training.

The ASR Training team encourages staff who support students (e.g., advisers and student services staff) to attend a Student Experience Preview session, being held on all campuses now through early December. These sessions will provide staff with information about how The Upgrade will affect students and will include demonstrations of class registration, bill payment, and viewing financial aid.

The ASR Training team is developing two training courses to prepare staff for The Upgrade.

  • The Student Systems Upgrade Overview course will be provided online and is required of all staff who have access to student information in PeopleSoft. This online, on-demand training becomes available on December 15.
  • As part of The Upgrade, Electronic Course Scheduling (ECS) will change to Collaborative Class Scheduling (CCS). Staff with access to ECS will attend an in-person Collaborative Class Scheduling class, which will cover the changes coming with CCS. Registration for this class will be available on December 15, with classes starting on January 6.

In the coming weeks, staff who have current access to student data/records and ECS will be sent invitations to complete training. For more information about training, please visit the PeopleSoft 9.0 Upgrade Training website.

In October the ASR Training team presented a series of preview sessions about The Upgrade impact on staff with access to student data in PeopleSoft. Attendees learned about required training and how to access training resources. There were also demonstrations of the new MyU, the new Faculty Center, the new Advisor Center, and key processes (e.g., permission numbers, service indicators, related content). If you missed these sessions, you can watch the October 22 session, held in St. Paul, and access the session handout at the training website.

The Training Team's Upgrade Training Preview Sessions, held at all five campuses, will wrap up at the end of October. The sessions were well attended and we appreciate the great turnout, questions, and feedback. In November we will post an online Upgrade Training Preview Session recap for those who were unable to attend in person. We are compiling the questions that came out of the sessions and will post frequently asked questions, with answers, as well. Details on where to find the recap and the FAQs will be communicated once posted.

In our August issue, we featured the Program/Plan Cheat Sheet, as a quick 'what to do' reference for staff to use when updating the Student Program Plan page. For a deeper dive into Student Program/Plan maintenance, check out our complete Program/Plan manual. This manual, along with all of our training manuals and quick step guides, can be found on the Training Team's manuals webpage.

When to save

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Have you ever wondered when and how often you should save your entries in PeopleSoft, particularly when there is more than one tab displayed?

In a component, which is a collection of related pages (displayed as tabs) such as Student Program Plan or Maintain Schedule of Classes, you really need only save once, HOWEVER there are two rules/guidelines that apply:

  1. On a component with an effective date, such as Student Program Plan, once you save you will not be able to make any additional changes on any tab. Therefore, it is critical that you make all of your changes, across all tabs, and save once (and ONLY once) when working with a component with an effective date.

  2. On a component without an effective date, such as Maintain Schedule of Classes, you may save as often as you wish. In fact, you may even find it helpful to save multiple times as you go through a process involving several tabs.

New addition to the training team

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Sally Gutierrez will be joining the training team for a temporary position beginning November 3. Sally has been with One Stop since 2002 and has a wealth of University experience. We are excited she will be a part of the team as we prepare for the Upgrade and for after go-live.

Do you use the Previous in List and the Next in List buttons that are on the bottom of many pages in PeopleSoft? Using the list buttons saves you the effort and time of multiple searches. It is helpful to create a list when searching the database for student grades, person names, and courses.

For example, let's take a name like "John Smith," which will probably generate many results. Go to Campus Community→ Add/Update a Person, then search for "John Smith" and select a row to view that individual's record. From within the record, you may then use your Next in List button to go down the list or the Previous in List button to go back up the list without having to navigate back out to the search page.

Student Data Update Manual

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Maybe you update certain PeopleSoft pages, like Student Groups or Permission Numbers only occasionally. If you need a step-by-step refresher of those business processes that you learned in Student Data Update class, we have it covered with the Student Data Update manual. Within this manual, the following business processes are detailed: Student Groups, Service Indicators, Permission Numbers, Student Addresses, Term Activation, and Student Advisor.