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1 | ALL | ||||||||||||||||||||||||
2 | Pillar | Course # | Module | Transaction | Description | ||||||||||||||||||||
3 | ALL | Cross-Pillar Global Design Adoption | Global Design Adoption Introduction | Global Design Adoption Introduction | This is an overview of the Global Design, both configurations and business processes, referred to as the Global Framework. Sessions are intended to be a refresher for those who participated in Global Design Review Sessions and as a foundational element for anyone new to the ctcLink system. Understanding what parts of the ctcLink system are Global helps staff understand what cannot change once in the system. It also prepares staff for learning about the local configurations that colleges can control that are covered in the Business Process Fit/Gap sessions. | ||||||||||||||||||||
4 | ALL | Cross-Pillar Global Design Adoption | Bio-Demo Person Record Course | Bio-Demo Person Record Course Overview & Objectives | In this session, the project team will review the Bio/Demo data elements that make up the PeopleSoft Person Record. The session will cover: Shared Bio/Demo data elements; the basics of the Bio/Demo conversion process and multi-institution conversion logic; understanding common values for a successful sync between HCM and CS. | ||||||||||||||||||||
5 | CS | FA101 Managing 3C’s, Processing FA Applications | Understand Admin Functions and Manage 3Cs | Admin Functions | This topic will introduce you to the process of using Admin Functions within the Financial Aid module in PeopleSoft. | ||||||||||||||||||||
6 | CS | FA101 Managing 3C’s, Processing FA Applications | Understand Admin Functions and Manage 3Cs | Assigning a Checklist | This topic will introduce you to the process of assigning a checklist item to a student. | ||||||||||||||||||||
7 | CS | FA101 Managing 3C’s, Processing FA Applications | Understand Admin Functions and Manage 3Cs | Assigning a Communication | This topic will introduce you to assigning a communication in PeopleSoft. | ||||||||||||||||||||
8 | CS | FA101 Managing 3C’s, Processing FA Applications | Understand Admin Functions and Manage 3Cs | Assigning a Comment | This topic will give you a basic understanding of how to assign a comment in PeopleSoft. | ||||||||||||||||||||
9 | CS | FA101 Managing 3C’s, Processing FA Applications | Manage Financial Aid Terms | Activate an Aid Year | This topic will introduce you to the process of manually activating an aid year for a student. | ||||||||||||||||||||
10 | CS | FA101 Managing 3C’s, Processing FA Applications | Manage Financial Aid Terms | Update Aggregates with NSLDS | This topic will introduce you to the process of updating aggregates with NSLDS in PeopleSoft. | ||||||||||||||||||||
11 | CS | FA101 Managing 3C’s, Processing FA Applications | Manage Financial Aid Terms | Build FA Term (Batch) | This topic will introduce you to the process of building FA Term in batch in PeopleSoft. | ||||||||||||||||||||
12 | CS | FA101 Managing 3C’s, Processing FA Applications | Update FA Progress Units | Update FA Progress Units | This topic will give you a basic understanding of how to update FA progress units in the enrollment pages, which feeds into FA Term, and drives Cost of Attendance. | ||||||||||||||||||||
13 | CS | FA101 Managing 3C’s, Processing FA Applications | Manage Student Budgets | Weeks of Instruction Update | This topic will give you a basic understanding of how to perform a weeks of instruction update. | ||||||||||||||||||||
14 | CS | FA101 Managing 3C’s, Processing FA Applications | Manage Student Budgets | Assigning Budgets in Batch | This topic will give you a basic understanding of how to assign budgets in batch in PeopleSoft. | ||||||||||||||||||||
15 | CS | FA101 Managing 3C’s, Processing FA Applications | Manage Student Budgets | Create a Budget Online | This topic will give you a basic understanding on how to create a budget online in PeopleSoft. | ||||||||||||||||||||
16 | CS | FA101 Managing 3C’s, Processing FA Applications | Assess Financial Need | Viewing Federal EFC Summary Detail | This topic will give you a basic understanding of how to view federal EFC summary detail. | ||||||||||||||||||||
17 | CS | FA101 Managing 3C’s, Processing FA Applications | Assess Financial Need | Creating a Pro-Rated EFC | This topic will give you a basic understanding of how to create a pro-rated EFC in PeopleSoft. | ||||||||||||||||||||
18 | CS | FA101 Managing 3C’s, Processing FA Applications | Assess Financial Need | Viewing NSLDS Data | This topic will give you a basic understanding of how to view NSLDS data in PeopleSoft. | ||||||||||||||||||||
19 | CS | Campus Solutions Global Design Adoption | Academic Structure | Academic Structure Overview & Objectives | Academic Structure is the coding foundation of PeopleSoft Campus Solutions. There are two branches of Academic Structure: Student, used to track majors, and Course, used to note which department/division owns courses and classes. This module will discuss the global values within Academic Structure. | ||||||||||||||||||||
20 | CS | Campus Solutions Global Design Adoption | Installation Settings | Installation Settings Overview & Objectives | The Installation pages are used to configure various settings and defaults for business processes throughout Campus Solutions. This module describes the global settings applied to the Class Search used by staff and faculty, Post Enrollment Requisite Checking (drops for unmet requisites), and Academic Advisement Reports. Additionally, this module will cover the setting that controls which terms are displayed in all class searches. | ||||||||||||||||||||
21 | CS | Campus Solutions Global Design Adoption | Student Self-Service | Student Self-Service Overview & Objectives | The student self-service has been overhauled in Campus Solutions 9.2. The project team will provide an overview of the functionality and information contained in student self-service, which is referred to as the Student Homepage. We will also highlight the global settings and enrollment messages that provide students with the same experience regardless of the college(s) they are enrolled in. | ||||||||||||||||||||
22 | CS | Campus Solutions Global Design Adoption | Transcripts | Transcripts Overview & Objectives | Each college will be delivered with globally designed templates for the official and unofficial transcript in PeopleSoft. This module will describe the design and layout of the transcripts including where the following information is found on Transfer Credit; Test Credit; academic Credit for Prior Learning; Transfer Credit; Degrees; Degree Concentrations; Comments. Additionally, we will discuss electronic transcript processing available in PeopleSoft. | ||||||||||||||||||||
23 | CS | Campus Solutions Global Design Adoption | Online Admissions Applications (OAA) | OAA Overview and Objectives | The Online Admissions Application (OAA) will be delivered with global templates for online application processing. This session will describe the global aspects of the online admissions application including: Global OAA Templates; Global OAAÂ Notifications; OAA Application fee processing. | ||||||||||||||||||||
24 | CS | AA100 Academic Advisement Rules | Academic Advisement Rules | Academic Advisement Rules Common Terms | This list provides a definition of important terminology relating to setting up and working with academic advisement rules and processes. | ||||||||||||||||||||
25 | CS | AA100 Academic Advisement Rules | Academic Rules and Effective Dates | Create Academic Course Lists | Course lists must be set up before academic requirements or academic requirement groups can be established. | ||||||||||||||||||||
26 | CS | AA100 Academic Advisement Rules | Academic Rules and Effective Dates | Create Academic Requirements | Academic requirements establish the rules for degree or certificate completion. They are the graduation rules; that is, rules that the students must follow to successfully complete their academic objectives. | ||||||||||||||||||||
27 | CS | AA100 Academic Advisement Rules | Academic Rules and Effective Dates | Create Academic Requirement Groups | Requirement groups bring together graduation rules for specific student populations by identifying the required academic structure and linking to an academic requirement. | ||||||||||||||||||||
28 | CS | AA100 Academic Advisement Rules | Academic Rules and Effective Dates | Review Summaries | Academic Advisement provides a set of summary components for viewing information about Requirement Groups, Academic Requirements, and Course Lists. | ||||||||||||||||||||
29 | CS | AA100 Academic Advisement Rules | Academic Rules and Effective Dates | Create Course Share Sets | A course share set acts like a tag that defines a set of requirement groups that can share courses. By default, a course cannot be used by more than one requirement group. However, by adding courses to a course share set, they can be assigned to more than one requirement group. | ||||||||||||||||||||
30 | CS | AA100 Academic Advisement Rules | Academic Rules and Effective Dates | Setup Requirement Usage | Requirement usage values indicate how data will be used for analysis and reporting purposes. For example, ADV indicates the related data is used for Academic Advisement and tracks student progress toward graduation based on career, program, plan, and requirement term data. | ||||||||||||||||||||
31 | CS | AA100 Academic Advisement Rules | Academic Rules and Effective Dates | Define Dynamic Condition | Dynamic conditions are used as preconditions or conditions within requirements and requirement groups (similar to entity groups). They are used to add conditional logic to a requirement. | ||||||||||||||||||||
32 | CS | AA100 Academic Advisement Rules | Generate the Academic Advisement Report | Request an AAR for a Student | This topic presents the steps to request an AAR be generated for a single student. | ||||||||||||||||||||
33 | CS | AA100 Academic Advisement Rules | Generate the Academic Advisement Report | Run Simulated Advisement Reports | A simulated advisement report uses what-if advising capabilities. It shows degree progress based on courses the student proposes to take. | ||||||||||||||||||||
34 | CS | AA100 Academic Advisement Rules | Â Other Academic Advisement Reports | Run the Reverse Engineering Report | The Reverse Engineering Report page is used to search for a requirement, course, course list, or condition used by the advisement audit process. | ||||||||||||||||||||
35 | CS | AA100 Academic Advisement Rules |  Other Academic Advisement Reports | Create a Requirement Advisement Report | The Requirement Advisement report lists the structure of an academic requirement or all academic requirements which meet the specified criteria. | ||||||||||||||||||||
36 | CS | AA100 Academic Advisement Rules | Create and Manage Milestones | Create a Milestone | This module presents how to create a milestone in the Milestone table. | ||||||||||||||||||||
37 | CS | AA100 Academic Advisement Rules | Create and Manage Milestones | Setup Milestone Template | In order to assign a milestone to a student, it must be linked to a milestone template. | ||||||||||||||||||||
38 | CS | AA100 Academic Advisement Rules | Create and Manage Milestones | Assign Milestone to a Student | This module presents how to assign a milestone, or add a new milestone, to an individual student. | ||||||||||||||||||||
39 | CS | AA100 Academic Advisement Rules | Create and Manage Milestones | Assign Milestone to Multiple Students | The Process Milestones function is used to assign milestones to multiple students. | ||||||||||||||||||||
40 | CS | AA100 Academic Advisement Rules | Setup Degrees, Certificates, and Course Substitutions | Build Degrees and Certificates | This lesson presents the steps to set up a new degree. | ||||||||||||||||||||
41 | CS | AA100 Academic Advisement Rules | Setup Degrees, Certificates, and Course Substitutions | Create Course Substitutions | Course substitution replaces a required course with a different course, in order to satisfy the requirement. | ||||||||||||||||||||
42 | CS | AA100 Academic Advisement Rules | Setup Degrees, Certificates, and Course Substitutions | Enter Advisement Overrides | The Authorize Student Exceptions page is used to modify existing academic requirements and make exceptions. These include requirement changes, overrides, waivers, and directives. | ||||||||||||||||||||
43 | CS | AS100 Academic Structure | Understanding Academic Structure | What are the Elements of the Academic Structure? | This topic will give you a basic understanding of what make up the elements of the Academic Structure | ||||||||||||||||||||
44 | CS | AS100 Academic Structure | Understanding Academic Structure | Academic Structure Applied to the Campus Solutions Pillar | This topic will give you a basic understanding of how Academic Structure was built for the institutions | ||||||||||||||||||||
45 | CS | AS100 Academic Structure | Understanding Academic Structure | What are the Academic Structure Components? | This topic will give you a basic understanding of the components that contribute to the build of the Academic Structure.  | ||||||||||||||||||||
46 | CS | CA100 Advisor Self-Service - All |  Understand and Navigate Advisor Homepage | View and Notify My Advisees | This topic will give you a basic understanding of how to view and notify Advisees. | ||||||||||||||||||||
47 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | Create an Advising Note through My Advisees | This topic will give you a basic understanding of how to create an advising note through My Advisees | ||||||||||||||||||||
48 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | Update an Advising Note through My Advisees | This topic will give you a basic understanding of updating an advising note through the My Advisees page. | ||||||||||||||||||||
49 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | View My Advising Notes | This topic will give you a basic understanding of how to view advising notes | ||||||||||||||||||||
50 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | View Academic Advisement Report | This topic will give you a basic understanding of how to view academic advisement reports (AAR). | ||||||||||||||||||||
51 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | Request What-If Report | This topic will give you a basic understanding of how to request a What-If Report. | ||||||||||||||||||||
52 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | Request Unofficial Transcript | This topic will give you a basic understanding of how to request an unofficial transcript. | ||||||||||||||||||||
53 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | Enter and Submit an Early Alert | At the end of this topic, you will be able to: View and select the Early Alert link on the Advisee's Student Center page; Explain the Early Alert Issue Reporting page and fields; Select and add notes to one early alert area; Submit the early alert. | ||||||||||||||||||||
54 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | View a Student Planner | This topic will give you a basic understanding of how to view a student planner. | ||||||||||||||||||||
55 | CS | CA100 Advisor Self-Service - All |  Understand and Navigate Advisor Homepage | View Student Holds | This topic will give you a basic understanding of how to view student holds. | ||||||||||||||||||||
56 | CS | CA100 Advisor Self-Service - All |  Understand and Navigate Advisor Homepage | View a Transfer Credit Report | This topic will give you a basic understanding of how to view a transfer credit report. | ||||||||||||||||||||
57 | CS | CA100 Advisor Self-Service - All | Â Understand and Navigate Advisor Homepage | View Student Term Summary | This topic will give you a basic understanding of how to view the student term summary. | ||||||||||||||||||||
58 | CS | CA100 Advisor Self-Service - All |  Understand and Navigate Advisor Homepage | Search for Classes - Advisor | This topic will give you a basic understanding of how to search for classes as an advisor. | ||||||||||||||||||||
59 | CS | CC100 Campus Community (Bio/Demo) | Using Search/Match | Using Search/Match and Variable Search Criteria | This topic will give you a basic understanding of effectively utilizing Search/Match to find existing students or organizations within ctcLink. | ||||||||||||||||||||
60 | CS | CC100 Campus Community (Bio/Demo) | Maintaining Personal Information | Adding and Updating Personal Information | This topic will give you a basic  understanding of how the Person record is created and updated. | ||||||||||||||||||||
61 | CS | CC100 Campus Community (Bio/Demo) | Searching for/Requesting New Organizations | Organizations--Searching, Requesting, and Tracking Requests | This topic will give you a basic understanding of searching and requesting organizations in PeopleSoft. | ||||||||||||||||||||
62 | CS | CC100 Campus Community (Bio/Demo) | Searching for and Assigning Service Indicators | Viewing, Assigning and Updating Service Indicators | This topic will give you a basic understanding of searching and assigning service indicators. | ||||||||||||||||||||
63 | CS | CC100 Campus Community (Bio/Demo) | Navigating Student Services Center | Navigating Student Services Center | This topic will give you a basic understanding of navigating Student Services Center. | ||||||||||||||||||||
64 | CS | CC101 Managing 3Cs | Updating Letter Templates | Updating a Letter Template | This topic will give you a better understanding of updating a letter template. | ||||||||||||||||||||
65 | CS | CC101 Managing 3Cs | Running 3Cs Process | Running 3C Engine | This topic will give you a basic understanding of running the 3C Engine in PeopleSoft. | ||||||||||||||||||||
66 | CS | CC101 Managing 3Cs | Running 3Cs Process | Using the Communication Generation Process | This topic will give you a basic understanding of how to use the communication generation process in PeopleSoft. | ||||||||||||||||||||
67 | CS | CC101 Managing 3Cs | Manage and Use Comments | Entering and Updating Comments | This topic will give you a basic understanding of how to enter and update comments in PeopleSoft. | ||||||||||||||||||||
68 | CS | CC101 Managing 3Cs | Manage and Use Comments | Deleting a Comment | This topic will give you a basic understanding on how to delete a comment. | ||||||||||||||||||||
69 | CS | CC101 Managing 3Cs | Manage and Use Checklists | Create a New Checklist Item-2 | This topic will give you a basic understanding of creating a new checklist item. | ||||||||||||||||||||
70 | CS | CC101 Managing 3Cs | Manage and Use Checklists | Verify Class Instructor Contact Hours on Adjust Class Page | This topic will give you a basic understanding of what is involved in verifying class instructor contact hours on the Adjust Class page in PeopleSoft. | ||||||||||||||||||||
71 | CS | CC101 Managing 3Cs | Manage and Use Checklists | Assign and Manage Checklists | This topic will give you a basic understanding of how to assign and manage a checklists. | ||||||||||||||||||||
72 | CS | CC101 Managing 3Cs | Manage and Use Checklists | Updating Items by Items | This topic will give you a basic understanding of how to update a checklist item. | ||||||||||||||||||||
73 | CS | CC101 Managing 3Cs | Manage and Use Checklists | Updating Items by Person | This topic will give you a basic understanding of how to update a checklist item by person in PeopleSoft | ||||||||||||||||||||
74 | CS | CC101 Managing 3Cs | Manage and Use Communications | Assign Communications to an Individual and Organization | This topic will give you a basic understanding of how to assign a communications to an individual. | ||||||||||||||||||||
75 | CS | CC101 Managing 3Cs | Manage and Use Communications | View an Individual Summary | This topic will give you a basic understanding of how to view and individual's communication summary | ||||||||||||||||||||
76 | CS | CC101 Managing 3Cs | Manage and Use Communications | View an Individual Communication Detail | This topic will guide you through how to access an view a communication. | ||||||||||||||||||||
77 | CS | CC101 Managing 3Cs | Manage and Use Communications | Reset Generated Communications | This topic will give you a basic understanding of how to reset communications generation. | ||||||||||||||||||||
78 | CS | CC101 Managing 3Cs | Manage and Use Communications | Delete Communications | This topic will give you an understanding of how to delete an communication | ||||||||||||||||||||
79 | CS | CC101 Managing 3Cs | Manage and Send Messages Through Message Center | Sending Message Center Messages in Batch | This topic will give you a basic understanding of how to send messages in batch. | ||||||||||||||||||||
80 | CS | CC101 Managing 3Cs | Manage and Send Messages Through Message Center | Managing Message Center Replies | This topic will give you a basic understanding of how to manage Message Center replies. | ||||||||||||||||||||
81 | CS | CC101 Managing 3Cs | Manage and Send Messages Through Message Center | Sending an Individual Student Message | This topic will give you a basic understanding of how to send an individual student message. | ||||||||||||||||||||
82 | CS | CC201 3C's Communications - Set Up | Administrative Functions and Set Up 3C Security Groups | Administrative Functions and Set Up 3C Group Security | This topic will give you a basic understanding administrative functions and 3C group security. | ||||||||||||||||||||
83 | CS | CC201 3C's Communications - Set Up | Â Set Up Comments | Set Up Comments | At the end of this topic, you will be able to set up comments. | ||||||||||||||||||||
84 | CS | CC201 3C's Communications - Set Up | Set Up Checklists | Set Up Checklists | This topic will give you a basic understanding of creating a new checklist item. | ||||||||||||||||||||
85 | CS | CC201 3C's Communications - Set Up | Set Up Communications | Set Up Communications | This topic will give you a basic understanding of how to set up communications in PeopleSoft. | ||||||||||||||||||||
86 | CS | CC201 3C's Communications - Set Up | Set Up Message Center | Set Up Message Center | This topic will give you a basic understanding of how to set up Message Center in PeopleSoft. | ||||||||||||||||||||
87 | CS | CE100 Online Student Enrollment for Continuing Education | Creating an Account | Create an OSECE Account for a New Student | This topic will give you a basic understanding of creating an account in OSECE. | ||||||||||||||||||||
88 | CS | CE100 Online Student Enrollment for Continuing Education | Creating an Account | Existing Student Login | This topic will give you a basic understanding how an existing student will login to OSECE. | ||||||||||||||||||||
89 | CS | CE100 Online Student Enrollment for Continuing Education | Creating an Account | Forgot my Username and Password | This topic will give you a basic understanding of how to retrieve a username or password. | ||||||||||||||||||||
90 | CS | CE100 Online Student Enrollment for Continuing Education | Searching for Classes | Search for Classes by Keyword | This topic will give you a basic understanding of searching for classes in OSECE with keywords. | ||||||||||||||||||||
91 | CS | CE100 Online Student Enrollment for Continuing Education | Searching for Classes | Search for Classes by Description | This topic will give you a basic understanding of searching for classes by description. | ||||||||||||||||||||
92 | CS | CE100 Online Student Enrollment for Continuing Education | Searching for Classes | Search for Classes by Class Nbr | This topic will give you a basic understanding of searching for a class by a class number. | ||||||||||||||||||||
93 | CS | CE100 Online Student Enrollment for Continuing Education | Searching for Classes | Search for Classes by Instructor Last Name | This topic will give you a basic understanding of how to search for a class by the instructor's last name. | ||||||||||||||||||||
94 | CS | CE100 Online Student Enrollment for Continuing Education | Searching for Classes | Search for Classes by In Person /Online | This topic will give you a basic understanding of searching for classes by mode of instruction. | ||||||||||||||||||||
95 | CS | CE100 Online Student Enrollment for Continuing Education | Adding Classes to Shopping Cart | Adding Classes to Shopping Cart | This topic will give you a basic understanding of adding classes to the shopping cart. | ||||||||||||||||||||
96 | CS | CE100 Online Student Enrollment for Continuing Education | Submit a Payment in OSECE | Submit a Payment in OSECE | This topic will give you a basic understanding administrative functions. | ||||||||||||||||||||
97 | CS | CE100 Online Student Enrollment for Continuing Education | Confirm Enrollment and Complete Payment | Confirm Enrollment and Complete Payment | This topic will give you a basic understanding of confirming the enrollment to complete the payment. | ||||||||||||||||||||
98 | CS | CF100 Faculty Self-Service - All | Understand and Navigate Faculty Center | View My Schedule | At the end of this topic, you will be able to view your schedule. | ||||||||||||||||||||
99 | CS | CF100 Faculty Self-Service - All | Understand and Navigate Faculty Center | View Class Roster | At the end of this topic, you will be able to view your roster. | ||||||||||||||||||||
100 | CS | CF100 Faculty Self-Service - All | Understand and Navigate Faculty Center | Enter Grades | At the end of this topic, you will be able to enter grades. |