Student Administration
Ìý(PeopleSoft Campus Solutions)
Training is available for the Student Administration suite of modules in PeopleSoft. This training is offered in either online and/or instructor-led classroom formats.
See below for detailed information on Student Administration class offerings, online learning, and documentation.
For further information regarding Student Administration training:ÌýÌýsestrain@ucalgary.caÌý
Training on all other PeopleSoft suites (i.e. Finance, Supply Chain Management, and HCM) is offered by Human Resources' training team.ÌýFor detailed information on their offerings, visit theirÌý.
User Guides
Academic Requirements (Replacement of Degree Navigator)Ìýis a tool that will replace Degree Navigator (DN) effective October 25, 2018 used to help determine academic requirements.
Please be advised that procedures are subject to change, and updates including the most current information will be posted here as they become available.
Documents below with an asterisk (*) are also available as online tutorials.Ìý
Important Documents
Job Aids
- Academic Requirements Report - Single Degree* (pdf)Ìý
- Academic Requirements Report – Combined Degree* (pdf)Ìý
- Entering Student Exceptions - Course Directive* (pdf)Ìý
- Entering Student Exceptions - Requirement Change* (pdf)Ìý
- What-If Selection* (pdf)Ìý
- What-If Using PWHIF Report Type (Staff Only)* (pdf)
Videos
- Ìý
Academic AdvisingÌýis used to track the requirements and policies that a student must satisfy to graduate.
Please be advised that procedures are subject to change, and updates including the most current information will be posted here as they become available.
Documents below with an asterisk (*) are also available as online tutorials.Ìý
Academic Advising Information
Guides
- Academic Advising Training Guide (pdf)
- Adding a Hidden Credit for Prerequisite Purposes (pdf)*
- Adding O-Type Credit (pdf)
- Student Services Centre Guide (pdf)*
- Student Record Summary Report (pdf)*
- Advising Notes Guide (pdf)
Job Aids
- GPA Calculator (pdf)*
- Making Transfer Credits Extra to Degree (pdf)*
- Making UofC Courses Extra to Degree (pdf)*
- Program and Plan Details (pdf)*
- Quick Letters (pdf)*
- Record Summary Overrides (pdf)*
- Reset Statistics for Law and Veterinary Medicine (pdf)*
- Transcript Request (pdf)
Manuals
Academic ReviewÌýincludes the set-up and assignment of Academic Review and associated processes and the set-up and assignment of Honors/Awards (Dean's Lists) rulings.
Please be advised that procedures are subject to change, and updates including the most current information will be postedÌýhereÌýas they become available.
Training Guides
Academic Review Training Guide (pdf)Ìý
Faculty Academic Misconduct (FAM) Service Indicator (pdf)Ìý
Synergize for Word Documents - Training Guide (pdf)
Synergize is a process whereby documents can be stored electronically in the Electronic Document Management System (EDMS).Ìý Synergize for Word Merge Letters is a process which allows documents to be saved in a batch process to student files rather than saving each one individually.Ìý This process can be used in the Academic Review to save letters to student files (e.g. Placed on Probation, Probation Cleared).
Ìý
AdmissionsÌýmanages the ´ºË®ÌÃÊÓƵ of Calgary's admission process for applicants to undergraduate and graduate programs.ÌýFor job aids related to graduate programs, consult theÌýGraduate ProgramsÌýsection found below.
Please be advised that procedures are subject to change, and updates including the most current information will be postedÌýhereÌýas they become available.
Documents below with an asterisk (*) are also available as online tutorials.Ìý
Job Aids
- Search/Match - Create, Save, and Delete (pdf)*
- Viewing Uploaded Documents for Undergraduate Admissions (pdf)*
Important Documents
Admission Deposit
- Accept an Offer of Admission (Intent to Matriculate) (pdf)*
- Cancel Offer of Admission (pdf)*
- Change Admission Deposit Amount and Due Date (pdf)*
- Group Change Deposit Amount and Due Date (pdf)*
- Group Cancel Offer of Admission (pdf)*
- Manual Deposit Calculation (pdf)*
- Matriculate Student Manually (pdf)*
Change of Program Job Aids
- Admission Assessment Rules for Change of Program (pdf)*
- Communication Speed Keys for Change of Program (pdf)*
- COP Altering Courses from Manual Assessment (pdf)*
- COP Course Requirements & Attaching to a Program Plan Combination (pdf)*
- COP Manually Denying a Student (pdf)*
- COP Manually Evaluate an Application (pdf)*
- COP Query - Students with Blank Grades (pdf)*
- COP Revoking Admission (pdf)*
- Editing Message Catalog for Change of Program Emails (pdf)*
- Exclusion Table for Change of Program (pdf)*
- Student Assessment Query for Change of Program (pdf)*
Co-op and Internship Programs provides experiential, hands on learning and are provided through various faculties on campus. The following job aids and online learning are available to assist with this process.
Please be aware procedures are subject to change and updates including the most current information will be posted here as they become available.
Documents below with an asterisk (*) are also available as online tutorials.
Job Aids
Add and Maintain Coop/Internship Programs*
Exam Scheduling, found withinÌýCurriculum Management, is used for any examination scheduling elements.
Please be advised that procedures are subject to change, andÌýupdates including the most current informationÌýwill beÌýpostedÌýhereÌýasÌýthey become available.
The documents below are also available as online tutorials.Ìý
Job Aids
Deferred Examination Approval Process
Viewing Final Examination Scheduling Requests
Final Exam Seating Lists - Unassigned
View Final Examination Timetable
Faculty CentreÌýis used to manage all class related activities which includes viewing teaching schedules and class rosters, enter and approve grades and evaluate prospective students.
Please be advised that procedures are subject to change, and updates including the most current information will be postedÌýhereÌýas they become available.
Documents below with an asterisk (*)Ìýare also available as online tutorials.Ìý
Course Guide
Instructors & Grade Administrators
Class Roster: Download to Excel, PrintÌýand Email*
Setting Your Browser for PeopleSoft Downloads
Upload Grades from Excel
Where did my grade roster go?
Approvers
Grade Entry and Approval for Course Instructors who are also Approvers
Frequently Asked Questions
Need Additional Help?
For additional information, please click the links below:
Graduate ProgramsÌýuses Student Admissions to maintain applications and administrative requirements.
Please be advised that procedures are subject to change, andÌýupdates including the most current informationÌýwill beÌýpostedÌýhereÌýasÌýthey become available.
Documents below with an asterisk (*) are also available as online tutorials.Ìý
Job Aids
Creating Milestones for Graduate Students*
Graduate Students Approaching Completion Query*
Graduate Students Exceeding Completion Query*
Graduate Students on a Leave of Absence Query*
Graduate Students Who Failed to Register Report*
Student
Supervisor/Co-Supervisor
Graduate Program Director
Graduate Program Administrator
Reassign the Annual Progress Report
Graduate Program Officer
Convocation/GraduationÌýoutlines all aspects of the student portion of convocation after the student has applied for their degree through self-service.
Please be advised that procedures are subject to change, and updates including the most current information will be posted here as they become available.
The documents below are also available as online tutorials.Ìý
Job Aids
Clearing Students with Active Terms for Graduation
Program Changes for Minors/Concentrations
*Includes How to Generate a List of Students who have Applied to Graduate
Videos
)
Documents in this section are specific to Student Administration users at the Cumming School of Medicine.
Please be advised that procedures are subject to change, andÌýupdates including the most current informationÌýwill beÌýpostedÌýhereÌýasÌýthey become available.
Documents below with an asterisk (*) are also available as online tutorials.Ìý
Job Aids
Medicine Admissions - Leaders in Medicine Program*
Reset of Statistics for Law and Vet Medicine*
Documents in this sectionÌýare specific to Student Administration users who process online applications for admission.
Please be advised that procedures are subject to change, andÌýupdates including the most current informationÌýwill beÌýpostedÌýhereÌýasÌýthey become available.ÌýÌýÌý
Documents below with an asterisk (*)Ìýare also available as online tutorials.Ìý
Referee Job Aids
Referee Instructions (Using the PDF Form)Ìý
Referee Instructions (Using the Online Reference Form)
Evaluator Job Aids
Ìý
Setting Your Browser for PeopleSoft Downloads
Job Aids and Guide
Enter English Language Proficiency Test Results*
Ìý
Ìý
Sync WebApp Table*Ìý
Translate Table Definitions for Online Reference FormÌý
Web Application Data Alerts
Web Application Search/Match Alerts
Web ApplicationÌýSummary
Graduate Program Director Job Aids
Evaluating Applications - Graduate Program Director Instructions
Graduate Program Administrator Guides
Online Reference Form Training Guide for GPAs
Graduate Program Administrator Job Aids
GPA Online Application Configuration*Ìý
Ìý
Reviewing Evaluations for Admitting and Denying Prospective Students*Ìý
Tracking Test Results*ÌýÌý
Incoming Exchange Guide
Incoming Exchange Online Web Applications Guide*
Incoming Exchange Job Aids
Evaluation Process*
Uploading & Viewing Supporting Documents*
Query – UCAD_READY_FOR_EVALUATION_EXCHANGE*
Query – UCAD_FILE_AT_FACULTY*
Query – UCAD_FILE_BACK_FROM_FACULTY*
Query – UCAD_INCOMPLETE_APPLICATIONS*
Faculty of Law Job Aids
Admit or Deny Prospective Applicant*
Faculty of Law Online Application Configuration*Ìý
Viewing an Application*
Open Studies Job Aids
Open Studies Online Application Configuration*Ìý
Open Studies Admit or Deny Applicant*Ìý
Open Studies WebÌýApplication Summary*Ìý
Viewing an Application*
Post Graduate Medical Education (PGME) Job Aids
Medicine Admissions - InvitationÌýto Trainee for PGME*
Faculty of Veterinary Medicine Job Aids
Faculty of Veterinary Medicine Online Application Configuration*Ìý
Viewing an Application*
Documents in this sectionÌýare specific to student registration and enrolment.
Please be advised that procedures are subject to change, andÌýupdates including the most current informationÌýwill beÌýpostedÌýhere asÌýthey become available.
Documents below with an asterisk (*)Ìýare also available as online tutorials.Ìý
Important Documents
Registration Job Aids
Important Information About Allow Actions
Browse Catalog*
Class Roster: Download, Print & Email*
Customizing the Enrollment Request Search
Enrollment Request (Enroll Students)*
Enrollment Request History*
Enrollment Request Search
Block Enrollment*
Manual Term Activation*
Override Maximum Unit Load*
Quick Enrollment*
Quick Enrollment Request Withdrawal*
Search for Classes*
Setting User Email Defaults
Summary of 'Allow' Actions Performed
Summary Report of Student Enrollment*
Swap Classes on Student's Behalf*
Swap Lab/Tutorial on Student's Behalf*
Additional Information
Schedule of Classes - TimetablingÌýincludes the setup and maintenance of courses in the Student Administration system.
Please be advised that procedures are subject to change, and updates including the most current information will be posted here as they become available.
Course Guide
Additional Resources
Schedule of Classes Requisites Training Guide
Instructor Checklist
Timetabling Checklist
Frequently Asked Questions
The documents below are also available as online tutorials.Ìý
Job Aids
Adding Instructors to the Instructor/Advisor Table
Adding New Lecture/Lab Sections
Cancelling a Class
Combining and Uncombining Sections
Maintain Schedule of Classes
Print Detailed Class Schedule Report
Print Detailed Class Schedule Report (Old)
Scheduling a New Course
Scheduling Alternate Weekly Patterns
Need Additional Help?
For additional information, please click the link below:
Student Administration BasicsÌýencompasses personal data related to the student information system (i.e. name, addresses, etc.).
Please be advised that procedures are subject to change, and updates including the most current information will be posted here as they become available.
Course Guide
The documents below are also available as online tutorials.Ìý
Job Aids
Add to Favorites, Review Navigation, Edit and Delete
Entering Language
Comment Management
Setup User Default (SACR)
Queries
Videos
Need Additional Help?
For additional information, please click the links below:
TheÌýStudent GroupsÌýcomponent can be used to categorize and track students for reporting purposes.
Please be advised that procedures are subject to change, and updates including the most current information will be posted here as they become available.
Job Aids
Student Groups Training Guide
Student Groups Checklist - Graduate
Student Groups Checklist - Undergrad
TheÌýStudent Services CentreÌýprovides a detailed view for administrative personnel similar to what the student can view in the Student Centre.
Please be advised that procedures are subject to change, andÌýupdates including the most current informationÌýwill beÌýpostedÌýhere asÌýthey become available.Ìý
Documents below with an asterisk (*)Ìýare also available as online tutorials.Ìý
Job Aids and Guides
Printing Receipts
Student Services Centre Guide*
Student Services Centre View As Guide (New)*
Training
Instructor-ledÌýtraining is offered to staff and faculty. Since Student Administration has many date-driven processes, specific classes are offered during these time-sensitive periods. Workshops where individuals can obtain assistance in production are also offered during time-sensitive periods. Check ourÌýÌýoften in ELM (Enterprise Learning) to view the current offerings for Student Administration training. Classes offered include:
- Student Administration Basics
- Faculty Centre - Online Grade Change
- Exam Essentials
- Processing Online Applications for Admissions for GPA's
The online learning tool used for Student Administration training, known as theÌý,Ìýcan be used four different ways:
- See-It! View the tutorial without interruption
- Try-It! Simulate the navigation required to complete the required steps to complete a process in the Student Administration Suite
- Know It! This is a competency test
- Do It! View the online learning tool concurrently while using the Student Administration Suite in production
Note: When viewing online learning tutorials, pressing Esc (Escape) at any time will stop the tutorial.
In addition to online learning, feel free to reference the user guidesÌýlisted below that compliment the available tutorials.
Despite the ever-growing list of tutorials, please note that not all modules in the Student Administration Suite have online learning tutorials available at this time.