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CSU San Bernardino

CMS/PeopleSoft Project Updates

Open Forum

February 7, 2007

9:00am to 10:00am

or

2:30pm to 3:30pm

Lower Commons, Panorama Room

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Welcome

Charlie Tabbut; CMS Project Director

Lydia Ortega; CMS Project, Student Administration Manager

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CSU SAN BERNARDINOAgenda

• Admissions & Students Recruitment; Cynthia Olivo, Team Lead – Updates

• Academic Scheduling; Kim Nicholl, Team Lead – Updates

• Student Financials; Julie Keller, Team Lead – Demonstration of new PeopleSoft pages for viewing a student’s accounts

• Records, Registration & Evaluation; Mary Chouinard, Team Lead – Demonstration of new PeopleSoft pages for viewing a student’s record

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Admissions & Student Recruitment

Overview: ASR has over 110 end users and will train 50-60 more faculty/staff in the next month Over 10,000 applications received for Fall 2007Letters have been sent to all applicants using PS

Reports: Reports help us identify where our applicants are in the process of being admitted Reports in PeopleSoft are easy to use and available to various users

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Admissions & Student Recruitment

Query Capabilities Several queries are available for end users to view information about applicants to their departments

EOP

Academic Departments

Can view their applicants and receive contact information in order to communicate with prospective students

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CSU SAN BERNARDINOPortal Available for Student Applicants

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• In Student Financials to view the detail you accessed using screens 408 and 409 in SIS+ you will use View Customer Account.

Student Financials

You can access a student’s account

using any of these fields

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Student Financials

Once you pull up the Customer Account in the header you will see the student’s name, id, total of the account and total anticipated aid.

The body of the page is a summary of the student’s balances by account type and term.

On each line is a hyperlink to the details for that account type.

At the bottom of the page are hyperlinks to view the account in various formats.

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Student Financials

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Student Financials

For most purposes the Items by Term hyperlink is an easy way to see the detail on the student’s account by term rather than by account type.

This view will show in the header total credits and debits and total due by term and in the body you will see the detailed charges and payments that were applied to that term.

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Student Financials

Two pages of detail click on the other pages to see other terms

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Student Financials

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• In the header on the initial page of the Customer Account is a hyperlink titled Academic Information.

• This link will take you to another page which will show you the student’s Career, Program, Residency, the number of units enrolled for the term and the student’s grade level.

• There are also two hyperlinks on this page which will give you the student’s Academic Plan and the classes they are enrolled in by term.

Student Financials

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Student Financials

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Student Financials

• The View Customer Account page in Student Financials will give you the opportunity to view a student’s charges and payments in many formats. You will be able to find the view that works best for your needs.

• This page also allows you to link to other information rather than needing to navigate to the Records and Enrollment screens. This will allow you to verify that the student’s charges are correct based on Career and Residency quickly and easily.

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Records, Registration & Evaluations

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Upcoming Dates

• February 26, 2007 – Start Training RRE Staff

• March 26, 2007 – Records Go Live

• Mid April – Start training all campus personnel who will have access to the student records information

• Questions

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Logging A Help Desk Requestx7-7677 or helpdesk@csusb.edu

Open 24 Hours Provide as much information as possible to help the

Subject Matter Expert (SME) analyze the problem.

– Identify system (HR, Finance or Student Administration)

– Thoroughly state problem and priority– Provide employee id number– Provide empl record number– Please DO NOT call/email SME directly

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• HR and FIN contact the CMS Interim Project Director mailto:ctabbut@csusb.edu

• Student Administration contact the SA Project Manager mailto:lortega@csusb.edu

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