1. Student Process Training Introduction to Student Systems and Processes

2. Introduction

3. Who are we? Briony Hancox and Kim Rowley Secretary and Registrar's Department Registry Services - Student Systems & Records Team Introductions Who are you? What's your name? Which department and team do you work for? What is your role? How often do you use SI? How long have your been at SHU?

4. This course will help you to understand: Course Aims and Objectives the student lifecycle at SHU and where your role fits within it the corporate student records system, what to use it for and how to find your way around it the key student records screens and the links between them how courses and modules are setup My Student Record and how you can use it University reporting and what is available HESA and why is it so important to the University the process and systems support available to you.

5. Collaborative Working SI Help

6. Professional Services Registry Services o Assessment, Awards and Regulations (inc University Examination Service) o Student Systems and Records o Student Administration (in each faculty) Strategic Planning and Intelligence (SPI) Academic Quality and Standards (QESS) University Timetabling Management Services (UTMS) Business Support (in each faculty) Student Services (in each faculty). The 'Changing to Improve Professional Services' programme includes a number of projects whose combined objective is to deliver improvements in the efficiency, effectiveness and affordability of the relevant professional services. Helping to delivery Professional Services are: Professional Services Structure ChartsProfessional Services A to Z

7. What Registry Services Does managing and developing processes specifying student systems changes training and user documentation reporting and Management Information both internally (eg board reports) and externally (eg HESA) providing a student processes helpline translating policy into practice being aware of future changes and preparing for them ensuring that student processes and systems are fit for purpose. Registry Services works with other Professional Service staff to ensure the student lifecycle processes run smoothly. We are corporate process owners and are responsible for the majority of the student processes, our work includes:

8. The Student Lifecycle

9. Student Process and Systems Support The Student Process Lifecycle Academic Calendars (The student experience) Curriculum Data Courses and modules are setup and offered to prospective students Enquiries and Admissions Prospective student enquires about/applies for a course (FSRM) Enrolment Student pre-enrols online before enrolling on their chosen course Student Finance Student pays their fees and/or applies for help, bursaries, loans etc Module Selection Student is allocated core modules and selects elective/optional modules Timetabling Student gets their timetable based on their modules (Syllabus +) Assessment Student completes assignments/takes exams Change in Student Circumstance Student changes plans due to change in circumstances Progression Student progresses if successfully completes modules Student Awards Student award is calculated based on module results Graduation Student invited to attend graduation, books online and attends ceremony

10. Curriculum Data Courses and modules are setup and offered to prospective students Enquiries and Admissions (Applicant) Prospective student enquires about/applies for a course (FSRM) Enrolment (Student) Student pre-enrols online before enrolling on their chosen course Student Finance Student pays their fees and/or applies for help, bursaries, loans etc Module Selection Student is allocated core modules and selects elective/optional modules Timetabling Student gets their timetable based on their modules (Syllabus +) Assessment Student completes assignments/takes exams Change in Student Circumstance Student changes plans due to change in circumstances Progression Student progresses if successfully completes modules Student Awards Student award is calculated based on module results Graduation (Alumni) Student invited to attend graduation, books online and attends ceremony Student Process and Systems Support The Student Process Lifecycle (the staff experience!) Student fails exams Student doesn’t turn up Student needs support Student goes elsewhere Transfer applicant (ATR) Process Prepare Lists Enrol student Enter marks Support Boards Re-validate course Manage bursary queries Student can’t pay Check data quality Student has SHU debt Student changes modules SLS - PES SRD - RS SSR FD - UTMS SRD - RS AAR Student cant attend

11. The Student Experience

12. The Student Systems

13. The Student Management System Sheffield Hallam University uses SITS:Vision as its corporate student management system. It is known locally as SI which is short for Systems InTuition. The current version is 8.5.0 SI is produced by Tribal Technology and manages student administrative processes from enquiries through to graduation and alumni. uses an Oracle database with several hundred tables to hold information about students and academic processes exchanges data with the University's other corporate systems is maintained by the SLS IS&T Corporate Systems Team is continuously being improved and developed to support new reporting requirements and administrative processes. Tribal Technology Website

14. What SI is used for at SHU admissions processing for both undergraduate (UG) and postgraduate (PG) courses production of enrolment forms and recording of student enrolments and personal details control of students access to the Learning Centre, email, shuspace (student intranet), My Student Record recording fees and billing reporting to external agencies such as HESA, HEFCE and SFE recording and tracking students modules/programmes of study recoding and tracking research students progress assessment processing and production of certificates answering student queries day to day course management. SITS:Vision User Manual – Students

15. What’s in SI? SI is made up of a number of parts, the main ones used by SHU are highlighted below: Admissions (MAS) used for student recruitment and admissions Programmes (CAMS) used for curriculum management, assessment tracking, calculation of module results and award classification Students (SRS) used for storing personal and course related information about students including enrolment, fees, progression and assessment Publishing (IPP) used for the online course application form and course accreditation e-Vision (My Student Record ) web-enabled front end to SI, used by applicants, students and staff.

16. Access and Navigation

17. 1. Click the NAL icon (from Start/All Programs) 2. Select SHU/University-wide Applications/ Admin 3. Double click the SI icon 4. Login using your usual user name and password. Accessing SI

18. SITS Menu System

19. Screen Layout and Navigation Menu Bar Toolbar icons Programme name User details and date Screen details Number of records retrieved Message line (not shown) Right click on a field to display field options including wildcards Double click on a field to view options (except Student no), double click again to select it

20. Toolbar Icons some options eg Store, Add Record will depend on your permissions

21. Logging out of SI These are several options for closing a screen or logging out of SI Closing a screen: 1. Click on the red cross on the screen border 2. Select Quit from the File menu Logging out of SI 1. Click on the red cross on the screen border 2. Select Exit from the File menu

22. Main Student Data Screens

23. What do we need to know? Modules & Results Student Course Progress Modules & Results

24. Record of an individual a single record follows the individual through from applicant to student and onto Alumni contains contact details, demographic data STU Full Student Details Record of a student starting their course fundamentally about HESA reporting -a single HESA instance maybe multiple SCJs if the course is revalidated and current students join the new version or the student changes course SCJ Student Course Join Record of a student’s enrolment in a given academic year a new record is created for each academic year inc. periods of non-attendance eg timeout updated from the enrolment task and system defaults SCE Student Course Enrolment Record of a student’s academic progress gives access to the Student Module Taking (SMO) screen used by systems such as Blackboard and Timetabling also gives access to student results via the Student Module Result Status (SMR) screen SPR Student Programme Route Basic Student Data Screens Supported by departmental and faculty processes and procedures

25. The Student Number The Student number is 8 digits long and is a quick and easy way of retrieving information about a student. The second digit indicates the year in which the student is expected to start with us eg 22010101 On some screens the student number is followed by a / indicating there may be more than one record eg. Full Student Details (STU) - 22010101 Student Course Join (SCJ) - 22010101/2 Student Course Enrolment (SCE) - 22010101/3 Student Programme Route (SPR) - 22010101/1 The student's login code is the student ID with a 'b' instead of the 2 eg b2010101.

26. Full Student Details (STU) Screen The STU screen shows details of an individual from applicant to student to graduate. There should only be one record per student If searching for an address click Apply before selecting Retrieve on the main screen Useful search fields include: Student number Family Name Date of Birth (DOB) Home Address UCAS id Check the student’s financial status, none of the following should be enrolled: BD – Bad Debt DR – Debtor EX – Exclude until sorted STU screen example removed as was based on real student data

27. Other STU Related Screens From the STU screen you can access many other screens, all showing data associated with the student record you are looking at. The Personal Details screen has one or more records including details of the student's user name and initial password (which may have changed since)

28. Course Code A course code is 12 characters long and made up of a number of different elements: Faculty Code (2) Award Code (2) Acronym (4) Location (2) Mode of Provision (1) Version (1) 44 – SBS 55 – ACES 66 – HWB 77 – D&S Exceptions include: 31/32 - Ext Validated 34 - Uni of Sheffield School codes eg 14,23 includes BA BS MA HD etc Created from the course title by the RS SSR team eg PRCS includes 01 – SHU 22 – HK 27 – LUX F – Full Time P – Part Time D – Dist Learning T – Thick Sandwich S – Thin Sandwich Version of the course (represents a validation event) Faculty of Arts, Computing, Engineering and Science BAPublic Relations and Communica- tions Sheffield Hallam University Full Time2 55BAPRCS01F2 Please note: The MAS/MCR course code (used at Applicant stage) is different eg 55B-PP29-U.

29. Course Setup A standard course is setup using blocks for each year of the course and occurrences for the number of intakes in a particular year. Student (SRS) Record Data Course Blocks Occurrences

30. Credit Levels There a number of credit levels which generally relate to the block a student is studying eg a first year UG student is likely to be taking 120 credits at level 4. 8 Doctorate (PHD) level 7 Masters level 6 Degree level 5 Diploma of HE level 4 Certificate of HE level 3 A/AS level

31. Student Course Join (SCJ) Screen The SCJ screen shows details of a student joining a course. There can be more than one record if the student has completed another course, changed courses or the course has been revalidated. SCJ screen example removed as based on real student data

32. Course Details (CRS) Screen The CRS screen shows details of the course, including the start and end dates. This is especially important if the course has recently been revalidated. If you are searching for a course but do not know the exact title you can click on the Course Code field on a blank CRS screen and use the Select function to narrow down your search. CRS screen example removed as was based on real data

33. Student Course Enrolment (SCE) Screen The SCE screen shows details for a student enrolling on a course for a specific academic year plus data on fees and progression. There is usually one record for each year that the student has enrolled. SCE screen example removed as based on real student data

34. Curriculum and Assessment Setup Programmes, routes, diets and modules are all used to setup and manage curriculum and assessment data. Curriculum and Assessment (CAMS) Data Programme Routes Diets Modules Module Code: Faculty Level Unique identifier Module version Delivery identifier They can be: Core Elective Optional

35. Students and Modules 2nd Year Student 3rd Year Student 1st Year Student

36. Link between Courses and Routes The route code used when working with the assessment data is exactly the same as the course code when working with student data. Uses the same code Curriculum & Assessment (CAMS) Data Programme Routes Diets Modules Student (SRS) Record Data Course Blocks Occurrences

37. Student Programme Route (SPR) Screen The SPR screen shows the student’s assessment records and gives access to other useful information such as the module results. There can be more than one record if the student has already completed a course SPR screen example removed as based on real student data

38. Student Module Taking and Results The Student Module Taking (SMO) and Student Module Results Status (SMR) screens show the student’s module records for all levels of their course. SMO and SMR screen examples removed as based on real student data

39. Other Useful Screens - QSV The Quick Student View (QSV) screen is similar to STU but QSV has details of the course and a photograph displayed on screen. This screen is also useful for a summary of enrolment records

40. From Applicant to Student

41. Brief information about the enquirer collected via the QED screen. No STU record created at this stage Applications received via UCAS, Clearing or Direct using the ACD screen. STU record updated/ created Applicant transfer process (ATR) runs for all UF records. STU record updated SCJ/SCE/SPR records created Student diet created App Status A > AT Enr Status > PNR Triggers login/password. Application submitted Status = UF Curriculum Data Courses and modules are setup and offered to prospective students Pre-Enrolment Prospective student enquires about/applies for a course Enrolment Student enrols on their chosen course Student Financial Support Student pays their fees and/or applies for help Module Selection Student is allocated core modules and selects elective/optional modules Timetabling Student gets their timetable based on their modules Assessment and Progression Student completes assignments/takes exams and progresses if successful Change in Student Circumstance Student changes plans due to change in circumstances Awards and Graduation Student award is calculated and invited to/attends graduation ceremony From Applicant to Student

42. Becoming a Student The Application Clearance and Decision Entry (ACD) screen shows details of the applicant and their status. An applicant has to be Unconditional Firm (UF) before they can be applicant transferred (ATR) to the Student Records (SRS) part of SI. Once they have transferred the Applicant status changes from A to AT. ACD screen example removed as based on real student data

43. Applicant Transfer (ATR) Screen If you want to see more details of the Applicant Transfer you can check the Applicant Transfer (ATR) screen.

44. My Student Record

45. My Student Record (MSR) Pages Containers Container options

46. My Student Record (MSR) Enrolment screen on SIEnrolment Tasks on MSRHESA Student Return SCE screen example removed as based on real student data

47. University Reporting Portal Student Reporting

48. University Reporting

50. HESA Considerations

51. The Higher Education Statistics Agency is "the official agency for the collection, analysis and dissemination of quantitative information about HE" Who/what is HESA? it is owned by the HE sector it acts on our behalf to enable us to meet the statutory data requirements of funding bodies and government department it collects data about students, staff and finance.

52. Student data collection Each year the University has to submit a number of returns to the Higher Education Statistics Agency (HESA). The returns include data on Students, Staff, Destinations of Leavers, Finance etc. The Student Return is large and detailed and includes information about the:Student Return courses and modules taken by each student individuals themselves such as their entry qualifications outcome of the assessment process for each module they have taken during the year.

53. The university’s funding will be affected if we do not submit an accurate and timely return so we all need to ensure that the information we provide is technically accurate, complete and submitted on time. What does this mean? Last October the University submitted over ???? acceptable student records and in excess of ???? student on module records.

54. Student Process and Systems Support

55. For further advice or information… Please contact SI Help in one of the following ways: !SI Help 2 ext 4475 standard web formsweb forms or visit the Student Process Lifecycle sharepoint siteStudent Process Lifecycle

56. User Support Model

57. Student Process Updates… For current student process information please refer to the Student Process Updates that are sent out monthly by SI Help or check the 'Communications to staff' available via the Student Process Lifecycle sharepoint site Student Process Lifecycle Student Process Update Blog

58. SI Help Sharepoint Site

59. Getting a Logon and Signing up to the Data Protection Act

60. In summary: Personal data about students should not be given to people outside the University without legitimate reason and legal grounds for doing so. This includes giving information to students' parents or other family members. Personal data includes any information about the student. This means that we cannot even tell someone that an individual is a student here and cannot confirm information that someone gives to us. All students have a basic right to privacy, whatever their circumstances, and the Data Protection Act requires us to keep their personal data confidential. Data Protection Act Secretariat - Data Protection Act webpages

61. Other Student Processes Training Pre-Enrolment Services (Admissions) Direct Applications Student Processes Training Module Selection - New staff, refresher and complex diets Transferring students in SI (AEO) Assessment Training Working with Students and Modules (CAMS 1) Assessment - Pre, Post and Resit Board Processing (CAMS 2 to 4) Auto Progression Processing Student Awards (PSA) Student Process Training - List of Current Courses

62. This course will help you to understand: Course Aims and Objectives the student lifecycle at SHU and where your role fits within it the corporate student records system, what to use it for and how to find your way around it the key student records screens and the links between them how courses and modules are setup My Student Record and how you can use it University reporting and what is available HESA and why is it so important to the University the process and systems support available to you.

63. The Student Experience