Student Training for the Web Portal - Home EMPOWER€¦ · Portal Security document for a complete...
Transcript of Student Training for the Web Portal - Home EMPOWER€¦ · Portal Security document for a complete...
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WEREMP WEREMP
Web Portal for StudentsfKelly Govan
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PurposeTo provide an overview of the Web Portal so that EMPOWER users can provide instructions to
Purpose
O use s ca p o de st uct o s tostudents on how to use the Web
AudienceSt d t R d h k ith t d tStudent Records users who work with students
Update 64This document was intended for client use only. Providing this document to third parties is in violation of the confidentiality agreement.
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Getting Started
• Login Menu/Page• Login Menu/Page
• Launch Page
• Menu
• Web Functions• Web Functions
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Login PageTh l i i ll li k d f th I tit ti ’ W b itThe login page is usually linked from the Institution’s Website. A user can log into the Website or select another option.
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Create an Account/Forgotten Password
A student can create an acco nt or retrie e a forgottenaccount or retrieve a forgotten password by using the appropriate menu tab.
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Launch Page1. Click the ‘Add Elements’ icon to view available information blocks.2. Drag and drop the desired blocks onto the launch page.3. Click the check mark to save changes.
Add Elements
Save Positions
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Launch PageClicking on ‘What is my ID’ triggers a pop-up that asks for either a birth date or social security number. Once the information is submitted, the ID number appears on the screen.
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MenusMenus can be structured within each tab for ease of migration to the screens for which the students have permission. (This is done by the administrator.)
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Student Functions*• Student Schedules• Grade Information• Holds Inquiry• Course Schedule
• Estimated Tuition Worksheet• Billing Detail Summary• Statement by Term• 1098T• Course Schedule
• Course Registration• Outside Links (ie campus book store)• Course Evaluations• Graduation Checklist
• 1098T• Room Search• Room Request• Meal Plan Request• Housing Application StatusGraduation Checklist
• Degree Audit Request• Transcript Request• My Data Book• Financial Aid Award Letter
Housing Application Status• Housing Confirmation• Parking Application• Events• Change Password
• Accept/Decline Financial Aid• FA Check Request• FA Missing Documents• FA Shopping Sheet
g• Global Variables• Advisor Inquiry• Directory Information• Data Book Search
*This is a list of some of the key student functions that can be performed on the web. See the Web Portal Security document for a complete list of available student web functions.
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Student Schedule (WB/Q15, WEBSRQ15)Students can view a summary of their schedule, view materials lists and/or notes about each class and download their schedule to their Google or Outlook calendar.
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Detailed Student Schedule (WB/004, WEBSRQ04 )
The detailedThe detailed student schedule generally provides the same information as would be seen on a student’s transcripttranscript.
Term information can be hidden by clicking show/hide.
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Grade Report (WB/Q23, WEBSRQ23)
The grade report can be used to view the student’s standing, their grades, and the elements/factors that generated the grade and term totals.
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Holds Query (WB/Q12, WEBSRQ12)
Students can view details of holds that may be placed on their record.
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Use the filters to search for desired courses then click the ‘Search’Course Schedule (WB/008, WEBSRQ08)
Use the filters to search for desired courses, then click the Search button to get the list of courses that match your criteria.
Filters
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Course Schedule (WB/008, WEBSRQ08)Click on ‘Detail’ to view more information about the class.Click on ‘Materials’ to view information about books and other required materials for the class.
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Course Registration (WB/G50, WEBSRG50)• Students can register for courses• update pending registrations by deleting or entering wait list options• print schedules
Begin Registration
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• Use the filters to find the coursesCourse Registration (WB/G50, WEBSRG50)
• Use the filters to find the courses• Check the boxes on the left to select a course• Select the enrollment type• Click the [Register] button
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Course Registration (WB/G50, WEBSRG50)• Students can delete waitlisted classes• Comments can be added to the waitlist to request that the registration be
approved (forced).• An order of preference can be added to multiple waitlisted classes.An order of preference can be added to multiple waitlisted classes.
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Graduation Check List (WB/G06, WEBSRG06)Students can review their data to make sure that all of their information is up to date and that they’ve completed everything before applying to graduate. As information is reviewed and updated, a check mark appears next to each item.
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Update Personal Information (WB/Q02, WEBCQ02)
Personal information for the student can be updated from the Graduation Checklist screen or from the Student Records menu tab. • Name information can be changed and updated.• Other personal information can be changed by clicking the appropriate
button. Information can be edited, deleted or added. • Changes in information are reviewed and approved by administrators
before being applied to the student’s recordbefore being applied to the student s record.
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Degree Audit (WB/601, WEBDAG01)
• The date the degree audit was run will be displayed.• Click on the icon to view the Degree Audit.• If a change in classes or grades has occurred since the last degree audit
was run, a new audit can be requested.
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Degree Audit (WB/601, WEBDAG01)
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Degree Audit (WB/601, WEBDAG01)
The Degree Audit details:
• Student information• ID• Catalog year• Degree that is being sought
• Course information• Courses required• Courses taken/attempted• Electives information• Degree that is being sought
• Major, minor, specialization• Expected graduation date• Audit status
• Electives information• Credits earned• Grades earned
• Class division
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Degree Audit Request (WB/602, WEBDAS01)
• The Degree Audit request allows users torequest allows users to request an audit based on completed curriculum.
• A “What If” audit can be• A What If audit can be performed if there’s an interest in a change in the student’s program.
• Degree audits are• Degree audits are automated and are run at scheduled intervals. It is best to wait 24 hours before expectinghours before expecting to see results.
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Records Review Request (WB/G05, WEBSRG05)
Students can enter aStudents can enter a request to make changes to their course of study.
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Billing Detail Summary (WB/202, WEBSBQ02)
The student can view their Billing Detail Summary from the Graduation Checklist screen or from the Financial menu tab.
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Application to Graduate (WB/G06, WEBSRG06)An application to graduate can be submitted from the Web.
Highlighted items are mandatory fields.
The student can receive a copy of the request by making sure that their email address appearsemail address appears in the Cc field.
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Transcript Request (WB/G01, WEBSRG01)The request a transcript form allows the student to specify how many transcripts are to be sent
d h t d thand where to send them.
Highlighted items are mandatory fields.
The student can receive a copy of the request by making sure that their email address appears in the Cc fieldin the Cc field.
Once submitted, the student will automatically be taken to a payment screen to pay for the transcript fees.
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My Data Book (WB/Q06, WEBCOQ06)
A student can view their information as entered into their Data Book. If the student allowed the option, this information is viewable by others when performing a Data Book search.
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Financial Aid Award Letter (WB/501, WEBFAQ01)The student can view all of the financial aid awarded for the year
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Accept/Decline Financial Aid (WB/FA1, WEBFAG01)• The student can accept all, decline all or accept/decline each line item. Loan
award amounts can also be changed. • Click the [Accept/Decline Financial Aid] button
O th [A t/D li Fi i l Aid] b tt i li k d f th• Once the [Accept/Decline Financial Aid] button is clicked, no further modifications are allowed.
Click to view the latest award letter
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FA Check Request (WB/FA2, WEBFAG02)
If the student is due a Financialdue a Financial Aid refund check, a refund request can be submitted i h W b Thvia the Web. The
student can request any amount up to theamount up to the maximum listed.
Click to view a student account summary
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FA Missing Documents (WB/502, WEBFAQ02)
A student can check to see if there are any outstanding items or tasks they need to complete like a course survey or the return of books. They can utilize available links to easily migrate to forms or helpful information.utilize available links to easily migrate to forms or helpful information.
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FA Shopping Sheet (WB/503, WEBFAQ03)A student can see their FA Shopping Sheet for comparative analysis.
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FA Shopping Sheet (WB/503, WEBFAQ03)
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Estimated Tuition Worksheet (WB/203, WEBSBR19)
The items listed on the worksheet can be customizedworksheet can be customized. Students can determine what they will owe after financial aid and make a payment from this screenscreen.
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Billing Detail Summary (WB/202, WEBSBQ02)
Balances can be paid from the Billing DetailDetail summary.
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Statement by Term (WB/SBT, WEBSBQ03)
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1098T (WB/Q98, WEBSBQ98)The student can utilize the available link to view and print their 1098T.
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Room Search (WB/Q00, WEBSHQ00)Room/bed availability and room restrictions, as well as the amenities available within each room can be searched.
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A t b d f 1st 2nd d 3rd h i f il bl h iRequest a Room (WB/H01, WEBSHG01)
A request can be made for 1st, 2nd and 3rd choice for available housing.
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Meal Plan Request (WB/H02, WEBSHG02)A meal plan request can be submitted via email by selecting the appropriate information, then clicking the ‘Request’ button. A copy of the email will be sent to the prospect.
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Housing Application Status (WB/Q01, WEBSHQ01)A summary is available for the prospect to view their room and meal plan request details.
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Housing Confirmation (WB/R31, WEBSHR31)A student can view their confirmation for housing and print a copy of the confirmation utilizing the link.
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Request Parking Sticker (WB/P01, WEBPSG01)A request for a parking sticker can be made by filling out the information, then clicking the ‘Request’ button to submit the application. A copy of the request is automatically sent to the prospect.
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Events (WB/EQ6, WEBATQ06)
Students can:Students can:• search for events by location, date and/or
category• register for events
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Events (WB/EQ6, WEBATQ06)
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Change Password (WB/102, WEBCOS01)
A password can be changed at any time. It must be a combination of at least 6 characters and should utilize a combination of letters, numbers and case.
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Current Filter Settings (WB/Q03, WEBCOQ03)
Current Filter Settings set the parameters for any information that is retrieved on the Web portal. i.e. if the term is set for Spring 2014, all information viewed will relate to that term.
These filters can also be set using the link found on many screens on the Web and by using the Current Filter Settings element on the home pageand by using the Current Filter Settings element on the home page.
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Who is My Advisor (WB/Q18, WEBSRQ18)A student can use the Advisor link to view their advisor.
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Staff Directory (WB/Q21)
The staff directory provides the contact information for all staff members. • A search can be limited by utilizing the available parameters.• An email can be sent by clicking the staff members email address.
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Data Book Search (WB/Q05, WEBCOQ05)
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Questions
A copy of this presentation may be obtained by sending a request to Melanie Madurski at [email protected].