1. CM_200 Student Lifecycle Management Overview v11 Student Lifecycle Management Overview CM_200

2. CM_200 Student Lifecycle Management Overview v11 SLCM Introduction Unit 1 – Student Administration Unit 2 – Student File Unit 3 – Student Master Data SLCM Help and Terminology Course Content

3. CM_200 Student Lifecycle Management Overview v11 Learning Objectives Understand the integration of SLCM processes with each other and with other IRIS functions Understand the Student Administration tab on the myUK portal Navigate the Student File tabs Navigate Student Master Data tabs Note: The student data used in this course is not real University student data. It has been specially created for training.

4. CM_200 Student Lifecycle Management Overview v11 SLCM Introduction SLCM is the Student Lifecycle Management module within IRIS that includes:  Admissions  Registration  Majors/Minors/Options  Academic History  Enrollment Information  Accounts Management  Other Student Services

5. CM_200 Student Lifecycle Management Overview v11 FI, FM HR FI, FM HR Integration Across IRIS SLCM data integrates with other IRIS modules  Student ID is integrated with HR Person ID  If a student is also an employee the Student ID and the employee Person ID will be the same  Student Accounts are integrated with the Financial Student Master Data Academic Records Student File Academic Structure Academic Calendar

6. CM_200 Student Lifecycle Management Overview v11 Student Lifecycle There are four areas in the SLCM Module:  Student Accounting  Student Administration  Teaching and Study  Event Planning The Student Lifecycle diagram (next screen) shows the progression of the student’s records and the relationship with IRIS SLCM module areas throughout the student’s association with the University

7. CM_200 Student Lifecycle Management Overview v11 Student Lifecycle Academic Calendar Application Reporting Academic Structure Rules & Regulations Events Student Master Data Resources Student Administration Teaching & Study Student Accounting Event Planning Academic History of Study Priority Registration Booking (Course Registration) De-registration Progression Sessional Registration Examination & Grading Equivalency Determination Admission Change of Program Degree Auditing Graduation Recruitment Alumni Italics = Optional

8. CM_200 Student Lifecycle Management Overview v118 SLCM Access and Roles To access SLCM transactions, you need:  To be designated by your college contact as a person with the responsibility to view, create, and/or change SLCM records  College contact needs to send your approved training plan to IRISTraining@email.uky.edu  To successfully complete the required SLCM course and pass the assessment (for Level 300 courses)  To sign your Statement of Responsibility (SOR) form located at http://myhelp.uky.edu/SOR  This form only needs to be signed one time (typically signed when the user takes UK_100) If you do not have access within 3-4 days after successfully completing a course, please work with your college contact to get this access assigned  College contact list is located at http://www.uky.edu/IRIS/news/designatedcontacts.html

9. CM_200 Student Lifecycle Management Overview v11 SLCM Access and Roles Your role may give you access to the  Student Administration tab on the myUK portal  Access to subtabs is tied to roles  SAPGUI transaction codes in IRIS production  Typically PIQST00, PIQCAM, ZEVPLAN, etc.  Both of the above

10. CM_200 Student Lifecycle Management Overview v1110 Academic Calendar Runs from the fall session through the second summer session Example: Academic Year 2008-2009 consists of  Fall session  Winter intersession  Spring session  Summer session 1  Summer session 2 Can be viewed through the Student Administration portal or in the production system

11. CM_200 Student Lifecycle Management Overview v1111 Unit 1 Student Administration

12. CM_200 Student Lifecycle Management Overview v1112 Student Administration Easiest way for staff and faculty to access basic SLCM information  However, not all activities can be handled using the Student Administration tab; some can only be completed using IRIS production You will ONLY see tabs and links for applications for which you have permission Student Administration tab contains subtabs:  Academics  Administrative Services  Admissions  Advising Services  Faculty Services

13. CM_200 Student Lifecycle Management Overview v1113 Student Administration Student Administration tab used to:  Display a student profile (directory information)  Display student schedule  Display course offerings  Display/print real-time class rolls  Submit midterm and final grades  Display unofficial transcript  Display list of advisees  Lift academic advisor holds  Issue electronic course overrides (permissions)  Perform administrative booking (course registration)

14. CM_200 Student Lifecycle Management Overview v1114 Student Administration News Up to date news items display on the right side of the Student Administration screen under Latest Stuff News can include:  Registration windows  Grading windows  System outages  Recent changes

15. CM_200 Student Lifecycle Management Overview v1115 Academics Tab Includes  Academic Calendar  Course Catalog  Transfer Equivalencies

16. CM_200 Student Lifecycle Management Overview v1116 Administration Services Tab Includes  College Reports  College Reports  Administrators  Assign Student Overrides  Course Capacities  Booking Rules  Registrar  Booking Rules  Course Capacities  Historical Course Changes  Override Permissions  Course Cache Update

17. CM_200 Student Lifecycle Management Overview v1117 Admissions Tab Includes  Admissions Overview  Undergraduate Admissions Form  Recruitment Service  Graduate Admissions Form

18. CM_200 Student Lifecycle Management Overview v1118 Advising Services Tab Includes  Advising Services Overview  Advisee Record  Unofficial Transcript  Historical Course Changes  Registration  Admin Booking  Course Catalog  Assign Student Overrides  Print Student Schedule  Appointment Scheduler  Appointment Manager

19. CM_200 Student Lifecycle Management Overview v1119 Faculty Services Tab Includes  Faculty Services Overview  Class Rolls  Grading  Blackboard

20. CM_200 Student Lifecycle Management Overview v1120 Student Services Tab Students access their records via the Student Services tab

21. CM_200 Student Lifecycle Management Overview v1121 Student Services Tab Their access includes  Applying for admission and reviewing related information  Updating their current and permanent address  Activating their user accounts (email, web, etc.)  Accessing their financial account and making online payments  Creating a pass code for information access  Displaying financial aide information  Displaying their registration window  Booking courses  Displaying grades  Checking for holds  Applying for graduation and updating expected graduation date  Applying for admission and reviewing related information  Updating their current and permanent address

22. CM_200 Student Lifecycle Management Overview v11 Unit 2 Student File

23. CM_200 Student Lifecycle Management Overview v11 Student File Student File records are created when UK receives applications, test scores, transcripts, etc. Student File contains information about the student’s relationship with UK, including:  Holds  Majors/Minors/Options  Admission  Registration  Academic Standing  Advisor

24. CM_200 Student Lifecycle Management Overview v11 PIQST00 In production, use one of the following methods to access PIQST00 which contains both Student File and Student Master Data records  Enter PIQST00 in the command field and press Enter  Add PIQST00 to your favorites (preferred by most users)  Use the menu path, Student Lifecycle Management  PIQST00 Student File

25. CM_200 Student Lifecycle Management Overview v11 PIQST00 Student File The Object Manager displays on the left side of the screen  Most users do not use this feature  To close, use the menu Settings  Hide Object Manager The student’s academic records display on the right side of the screen

26. CM_200 Student Lifecycle Management Overview v11 Student Number The Student Number is a unique 8-digit ID number assigned to each student by the IRIS system The Student Number is the key to student records and is used instead of the SSN  UK maintains the SSN, if known, so you will be able to search by SSN, if necessary, using the ID Number field

27. CM_200 Student Lifecycle Management Overview v11 Student Search There are three ways to pull up a student’s records  Enter the student’s ID in the Student Number field  Enter the student’s last name in the Student Number field, press Enter, and then double-click on the student’s name in the search screen

28. CM_200 Student Lifecycle Management Overview v11 Student Search  Click on the Possible Entries icon in the Student Number field, enter the student’s last name, first name, and/or ID number (SSN) on the Personal Data tab, press Enter, and then double- click on the student’s name

29. CM_200 Student Lifecycle Management Overview v11 FERPA Students may place privacy flags on their records which indicate that the student has restricted directory information under the Family Educational Rights and Privacy Act (FERPA) When the records are accessed, the Data Privacy Warning (FERPA) window displays If this message displays, no information can be released on this student, not even to the student unless the student provides picture ID Close the window by clicking on the Continue icon or pressing Enter

30. CM_200 Student Lifecycle Management Overview v1130 Key Date The Key Date is the date as of which IRIS displays, processes, or creates student data  Determines what data you can see  Defaults to the current date (recommended default setting)  Can change the date by typing a new date into the field

31. CM_200 Student Lifecycle Management Overview v1131 To change the Key Date field, either enter the date in the field or click on the Define Key Date icon Choices include:  Today  Start of Year – Academic Year and Session  Key Date – Defaults to current date  Start of Current Academic Year Click on Continue to close the window Key Date

32. CM_200 Student Lifecycle Management Overview v1132 High Date Another important date is the system High Date which is the default validity end date of 12/31/9999 This default end date stretches far into the future, to keep the validity of a record or action from being delimited (ended) prematurely

33. CM_200 Student Lifecycle Management Overview v11 Student File Numerous tabs display student academic work Your role will determine the information you are able to display and/or change

34. CM_200 Student Lifecycle Management Overview v11 Tab Navigation Three ways to navigate tabs  Click on the tab  Click on the Next or Previous icons  Click on the Tab List icon and then the tab name

35. CM_200 Student Lifecycle Management Overview v11 PIQST00 Three types of icons exist on PIQST00 Student File  Application icons  Student Master Data icons  Tab specific icons Access to specific icons also is determined by your role in the system

36. CM_200 Student Lifecycle Management Overview v11 PIQST00– Application Icons End user icons include  Account Balance  Displays open student account data  Academic Work Overview  Displays student’s academic work  Note Overview  Displays notes placed on the student’s records, such as advising, admissions, registrar, etc.

37. CM_200 Student Lifecycle Management Overview v11 PIQST00 – Student Master Data Icons Use the Display icon to navigate to the Student Master Data screen  Once on the Student Master Data screen, a Change/Display toggle will allow you to switch to change mode  Do not use the Create icon, since it will create a new student in the system

38. CM_200 Student Lifecycle Management Overview v11 PIQST00 – Tab Specific Icons Each tab contains icons specific to the records on the tab Example:  Icons on the Registration tab are used to create, display, and change programs of study

39. CM_200 Student Lifecycle Management Overview v11 Student File - Tips Make sure you are in the correct student file!  After you select or type a new Student number, press Enter to populate the Student File fields  Check the name and other information that populates the Student File screen before you begin working with the data Clear the fields before entering a student’s number in the Student Number field by highlighting the number, pressing Delete, and then pressing Enter

40. CM_200 Student Lifecycle Management Overview v11 Student File - Holds Block the processing of certain activities for a student  Examples: registration, admission, etc. Can be viewed in the myUK portal  Only Advisor holds can be inactivated using the portal Can be viewed, created, and/or inactivated in the IRIS SAPGUI interface (IRIS Production system)

41. CM_200 Student Lifecycle Management Overview v11 Student File - Holds Status field displays whether the hold is active or inactive  Green square = active hold  Gray diamond = inactive hold (historical record)

42. CM_200 Student Lifecycle Management Overview v11 Student File - Holds Icons on the Holds tab are used to:  Create a hold  Change a hold  Inactivate a hold  View a hold

43. CM_200 Student Lifecycle Management Overview v11 Student File - Holds To display information about a hold, click on the Select icon to the left of the hold Click on Display Click on Contact Address to see who to contact to release the hold

44. CM_200 Student Lifecycle Management Overview v11 Student File - Holds To close the data windows, click on Continue or press Enter

45. CM_200 Student Lifecycle Management Overview v11 Student File – Recruitment May be entered either  Manually, such as when a student attends a UK event  Automatically, such as when UK receives a test score, etc. Contains Type (Undergrad, Grad) and Source (Application, Alumni Recruitment, etc.)

46. CM_200 Student Lifecycle Management Overview v11 Student File – Applications Contains records pertaining to UK admissions applications including:  Notification number  Description  System Status

47. CM_200 Student Lifecycle Management Overview v11 Student File - Admission Contains application to UK including Program of Study, Application Status, Academic Year, etc.

48. CM_200 Student Lifecycle Management Overview v11 Student File – Admission Check Lists Used for undergraduate admissions Each applicant will have a set of check list items (requirements) which includes:  Admit type  Admit level  Program of study

49. CM_200 Student Lifecycle Management Overview v11 Student File – Majors/Minors/Options Contains undergraduate majors, minors, options, etc. and graduate area of study

50. CM_200 Student Lifecycle Management Overview v11 Student File – Registration Populated automatically by the admission process and for each semester thereafter of continuous enrollment

51. CM_200 Student Lifecycle Management Overview v11 Student File – Program Type Progression Contains progression records of the following:  Academic honors (Dean’s list, etc.)  Academic standing (good standing, probation, suspension, etc.)  Progression classification (freshman, sophomore, etc.)

52. CM_200 Student Lifecycle Management Overview v11 Student File – General Data Contains general information including  Program of study  Anticipated graduation date  Etc.

53. CM_200 Student Lifecycle Management Overview v11 Student File – Status Contains student status information including:  Status (applicant, attending, etc.)  Valid from and to dates

54. CM_200 Student Lifecycle Management Overview v11 Student File – Advisor(s) Contains student advisor information including:  Advisor Name  Advisor Function

55. CM_200 Student Lifecycle Management Overview v11 Student File – Requirement Catalogs Contains information including  Audit Type  Requirement Catalog  Version  Etc.

56. CM_200 Student Lifecycle Management Overview v11 Student File – Application for Degree Contains records pertaining to applications for degrees including  Academic year  Academic session  Application status  Program ID

57. CM_200 Student Lifecycle Management Overview v11 Student File – UK Degrees Awarded Contains UK degree information including:  Qualification (degree, certification, etc.)  Degree type  Degree level  Etc.

58. CM_200 Student Lifecycle Management Overview v11 Student File – Enrollment Certification Request Contains requests for enrollment certification, such as  Education verification for enrollment  Good student discount for insurance  Insurance proof of dependency or student status  Etc.

59. CM_200 Student Lifecycle Management Overview v11 Student File – Transcript Requests Contains information regarding requests for student transcripts, such as  Hold Until End of Semester  Hold for Post Degree  Hold for Processing of Repeat Option  Etc.

60. CM_200 Student Lifecycle Management Overview v11 Student File – Activity Documents Contains system records audit trail for student activities including:  Module Booking  Change of Program  Sessional Registration

61. CM_200 Student Lifecycle Management Overview v11 Unit 3 Student Master Data Student Master Data

62. CM_200 Student Lifecycle Management Overview v11 Student Master Data Contains student’s biographic and demographic information Your authorization in the system will determine which data you can access Tip: A green checkmark on the tab indicates it contains student information Reminder: Unless you are making a change to a student’s master data, remain in Display mode!  If you enter the Student Master Data screen in Maintain mode, you will lock that student’s information and other users cannot change that student’s data

63. CM_200 Student Lifecycle Management Overview v11 Student Master Data To access the Student Master Data screen, go to PIQST00, then click on the Display icon to the right of Student Number field To return to Student File, click on the Back icon

64. CM_200 Student Lifecycle Management Overview v11 Student Master Data Display/Change toggle allows you to change from Display mode to Maintain mode, provided your role allows the access  In Display mode, fields are gray and cannot be modified  In Maintain mode, modifiable fields are white

65. CM_200 Student Lifecycle Management Overview v11 Master Data – Personal Data Information includes:  Gender  Name  ID Number (Social Security Number), if known  Birth Date

66. CM_200 Student Lifecycle Management Overview v11 Master Data – Standard Address Information includes:  House number and street  City, state, and ZIP code  Phone number  Email address

67. CM_200 Student Lifecycle Management Overview v11 Master Data – Address Overview An overview which contains multiple addresses for the student including:  Standard address  Current address  International address  Permanent address

68. CM_200 Student Lifecycle Management Overview v11 Master Data – Additional Data Information includes:  Data privacy warning (FERPA)  Ethnic origin

69. CM_200 Student Lifecycle Management Overview v11 Master Data – Visa/Residence Data Information includes:  Resident status and country  Passport number  Visa type, number, country of issue  Etc.

70. CM_200 Student Lifecycle Management Overview v11 Master Data – Transcripts/Tests Information includes:  Transcripts from external organizations (high school and/or college)  Tests from external sources

71. CM_200 Student Lifecycle Management Overview v11 Master Data – PCC Units Displays Pre-College Curriculum (PCC) credits (high school curriculum credits used for undergraduate admission)

72. CM_200 Student Lifecycle Management Overview v11 Master Data – Related Persons Contains emergency contact(s) and other related person information including:  Name  Address  Contact information

73. CM_200 Student Lifecycle Management Overview v11 Master Data – myPasscode_AD Contains Access and AD user ID information

74. CM_200 Student Lifecycle Management Overview v11 SLCM Help & Terminology

75. CM_200 Student Lifecycle Management Overview v11 Student Lifecycle Management Help myHelp Website:  http://myhelp.uky.edu/rwd/HTML/CM.html  Contains Quick Reference Cards, updated course manuals, Simulations, CM Frequently Asked Questions, CM Go-Live Book, and other job aids IRIS Website  http://www.uky.edu/IRIS/CM/  Contains Information Directory, Forms, and other references

76. CM_200 Student Lifecycle Management Overview v1176 SLCM Training Courses Classroom Lab Courses – Register at http://www.uky.edu/IRIS/tr/  CM_AD_300 Event Planning  CM_AD_340 Programs of Study & Majors SLCM Web Courses - http://myhelp.uky.edu/rwd/HTML/CM.html  CM_200 Student Lifecycle Management Overview  CM_AD_310 Student Records  CM_AD_315 Booking Rules  CM_AD_320 Booking  CM_WP_210 Grading  CM_WP_220 Overrides  CM_WP_230 SLCM Faculty Overview  CM_WP_310 Advising

77. CM_200 Student Lifecycle Management Overview v11 Key Terminology IRIS TermDefinition Student File A collection of student information, viewed via tabs, pertaining to the student’s relationship with the University of Kentucky. Student Master Data A collection of student information, viewed via tabs, pertaining to the student’s biographical and demographic data including addresses, veteran information, privacy flag, transcripts and test scores from other institutions, and more. Student Number (NOT SSN!) A unique 8-digit ID number assigned by IRIS. This is the key to student records. We will still maintain the SSN, if known, and search is permitted by SSN.

78. CM_200 Student Lifecycle Management Overview v11 Key Terminology IRIS TermDefinition Program of Study The college and the degree Example: BA-AS is the program of study Bachelor of Arts in the College of Arts and Sciences Module A course in the IRIS system Example: BIO 103 Module Group A grouping of Academic requirements such as majors and minors Example: MANA is the module group for a Management major

79. CM_200 Student Lifecycle Management Overview v11 Key Terminology TerminologyDefinition BookingClass registration Event Type The activity type of a course Example: PSY 100 is made up of the event types Lecture and Laboratory Event The meeting pattern and location of the event type Event Package The equivalent of a section Example: A-H 106 001

80. CM_200 Student Lifecycle Management Overview v11 Key Terminology IRIS TermDefinition Sessional Registration A student will have a sessional registration for each semester of enrollment; basically means the student is eligible to register Priority Registration Time period for continuing students to register for the upcoming semester; occurs every November and April Appraisal Grading; an institutional process for evaluating (grading) in a planned, structured, and standardized way Business Partner (BP) One who has a financial relationship with UK; all students are also business partners

81. CM_200 Student Lifecycle Management Overview v11 Course Summary You are now able to: Understand the integration of SLCM processes with each other and with other IRIS functions Understand the Student Administration tab on the myUK portal Navigate the Student File tabs Navigate Student Master Data tabs