1. Student Lifecycle Management Overview SLCM_200 1SLCM_200 Student Lifecycle Management Overview

2. SLCM Introduction Unit 1 – Student Administration Unit 2 – Student File Unit 3 – Student Master Data SLCM Help and Terminology Course Content 2SLCM_200 Student Lifecycle Management Overview

3. 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. 3SLCM_200 Student Lifecycle Management Overview

4. Course Instructions Click Attachments (upper right corner) Click QRC Overview Navigation pdf Print the pdf Use the pdf to navigate the course and take the Check for Understanding Exercises at the end of each unit 4SLCM_200 Student Lifecycle Management Overview

5. 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 5SLCM_200 Student Lifecycle Management Overview

6. 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 6SLCM_200 Student Lifecycle Management Overview

7. 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 7SLCM_200 Student Lifecycle Management Overview

8. 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 8SLCM_200 Student Lifecycle Management Overview

9. SLCM Access In order to access SLCM data, the user needs:  To successfully complete this course  To be designated as a person who displays student records  To sign the Statement of Responsibility (SOR)  Instructions available at: http://www.uky.edu/IRIS/train/SOR_Information.html http://www.uky.edu/IRIS/train/SOR_Information.html  If you have signed the SOR in UK_100, you do not need to sign it a second time If you do not have access, please work with your college contact to get this access assigned  The college contact list is located at http://www.uky.edu/IRIS/CM/cm_group.html http://www.uky.edu/IRIS/CM/cm_group.html 9SLCM_200 Student Lifecycle Management Overview

10. SLCM Access and Roles Your role may give you access to the  Student Administration tab on the myUK portal  Most common access  Access to subtabs is tied to rolesOR  SAPGUI transaction codes in IRIS production  Typically PIQST00, PIQCAM, ZEVPLAN, etc.OR  Both of the above 10SLCM_200 Student Lifecycle Management Overview

11. Academic Calendar Runs from the fall session through the second summer session Example: Academic Year 2010 consists of the following sessions: Can be viewed through the Student Administration portal or in the production system SessionCalendar Year Academic Year Code Academic Session Code Fall2009201010 Winter2009201020 Spring2010 30 Summer I2010 51 Summer 22010 52 Full (CEU)2009-2010201099 11SLCM_200 Student Lifecycle Management Overview

12. FERPA When you access a student’s record, a FERPA (Family Educational Rights and Privacy Act) message may appear Absolutely no information can be released on this student unless the student presents a picture ID Click on the Continue button to move to Unit 1  Note: The button is located in the lower left corner of your screen. 12SLCM_200 Student Lifecycle Management Overview

13. Unit 1 Student Administration Tab 13SLCM_200 Student Lifecycle Management Overview

14. Student Administration Tab 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 14SLCM_200 Student Lifecycle Management Overview

15. Student Administration Tab Student Administration tab is 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) 15SLCM_200 Student Lifecycle Management Overview

16. 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 16SLCM_200 Student Lifecycle Management Overview

17. Academics Tab Includes  Academic Calendar  Course Catalog  Transfer Equivalencies 17SLCM_200 Student Lifecycle Management Overview

18. Administrative 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 18SLCM_200 Student Lifecycle Management Overview

19. Admissions Tab Includes  Admissions Overview  Undergraduate Admissions Form  Recruitment Service  Graduate Admissions Form 19SLCM_200 Student Lifecycle Management Overview

20. 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 20SLCM_200 Student Lifecycle Management Overview

21. Faculty Services Tab Includes  Faculty Services Overview  Class Rolls  Grading  Blackboard 21SLCM_200 Student Lifecycle Management Overview

22. Student Services Tab Students access their records via the Student Services tab 22SLCM_200 Student Lifecycle Management Overview

23. Student Services Tab Student 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 23SLCM_200 Student Lifecycle Management Overview

24. Unit 1 – Check for Understanding Unit 1 Check for Understanding 24SLCM_200 Student Lifecycle Management Overview

25. Unit 1 Summary Student Administration tab is 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) Click on the Continue button to move to Unit 2 25SLCM_200 Student Lifecycle Management Overview

26. Unit 2 Student File 26SLCM_200 Student Lifecycle Management Overview

27. 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 27SLCM_200 Student Lifecycle Management Overview

28. 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 28SLCM_200 Student Lifecycle Management Overview

29. 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 29SLCM_200 Student Lifecycle Management Overview

30. 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 30SLCM_200 Student Lifecycle Management Overview

31. 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 31SLCM_200 Student Lifecycle Management Overview

32. 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 32SLCM_200 Student Lifecycle Management Overview

33. 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 33SLCM_200 Student Lifecycle Management Overview

34. 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 34SLCM_200 Student Lifecycle Management Overview

35. 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 35SLCM_200 Student Lifecycle Management Overview

36. 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 36SLCM_200 Student Lifecycle Management Overview

37. Student File Numerous tabs display student academic work Your role will determine the information you are able to display and/or change 37SLCM_200 Student Lifecycle Management Overview

38. 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 38SLCM_200 Student Lifecycle Management Overview

39. 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 39SLCM_200 Student Lifecycle Management Overview

40. 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. 40SLCM_200 Student Lifecycle Management Overview

41. 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 41SLCM_200 Student Lifecycle Management Overview

42. 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 42SLCM_200 Student Lifecycle Management Overview

43. 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 43SLCM_200 Student Lifecycle Management Overview

44. 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) 44SLCM_200 Student Lifecycle Management Overview

45. Student File - Holds Status field displays whether the hold is active or inactive  Green square = active hold  Gray diamond = inactive hold (historical record) 45SLCM_200 Student Lifecycle Management Overview

46. Student File - Holds Icons on the Holds tab are used to:  Create a hold  Change a hold  Inactivate a hold  View a hold 46SLCM_200 Student Lifecycle Management Overview

47. 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 47SLCM_200 Student Lifecycle Management Overview

48. Student File - Holds To close the data windows, click on Continue or press Enter 48SLCM_200 Student Lifecycle Management Overview

49. 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.) 49SLCM_200 Student Lifecycle Management Overview

50. Student File – Applications Contains records pertaining to UK admissions applications including:  Notification number  Description  System Status 50SLCM_200 Student Lifecycle Management Overview

51. Student File - Admission Contains application to UK including Program of Study, Application Status, Academic Year, etc. 51SLCM_200 Student Lifecycle Management Overview

52. Student File – Majors/Minors/Options Contains undergraduate majors, minors, options, etc. and graduate area of study 52SLCM_200 Student Lifecycle Management Overview

53. Student File – Registration Populated automatically by the admission process and for each semester thereafter of continuous enrollment 53SLCM_200 Student Lifecycle Management Overview

54. 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.) 54SLCM_200 Student Lifecycle Management Overview

55. Student File – General Data Contains general information including  Program of study  Anticipated graduation date  Etc. 55SLCM_200 Student Lifecycle Management Overview

56. Student File – Status Contains student status information including:  Status (applicant, attending, etc.)  Valid from and to dates 56SLCM_200 Student Lifecycle Management Overview

57. Student File – Advisor(s) Contains student advisor information including:  Advisor Name  Advisor Function 57SLCM_200 Student Lifecycle Management Overview

58. Student File – Requirement Catalogs Contains information including  Audit Type  Requirement Catalog  Version  Etc. 58SLCM_200 Student Lifecycle Management Overview

59. Student File – Application for Degree Contains records pertaining to applications for degrees including  Academic year  Academic session  Application status  Program ID 59SLCM_200 Student Lifecycle Management Overview

60. Student File – UK Degrees Awarded Contains UK degree information including:  Qualification (degree, certification, etc.)  Degree type  Degree level  Etc. 60SLCM_200 Student Lifecycle Management Overview

61. 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. 61SLCM_200 Student Lifecycle Management Overview

62. 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. 62SLCM_200 Student Lifecycle Management Overview

63. Student File – Activity Documents Contains system records audit trail for student activities including:  Module Booking  Change of Program  Sessional Registration 63SLCM_200 Student Lifecycle Management Overview

64. Unit 2 – Check for Understanding Unit 2 Check for Understanding 64SLCM_200 Student Lifecycle Management Overview

65. Unit 2 Summary Student File contains information about the student’s relationship with UK, including:  Holds  Majors/Minors/Options  Admission  Registration  Academic Standing  Advisor Click on the Continue button to move to Unit 3 65SLCM_200 Student Lifecycle Management Overview

66. Unit 3 Student Master Data Student Master Data 66SLCM_200 Student Lifecycle Management Overview

67. 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 67SLCM_200 Student Lifecycle Management Overview

68. 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 68SLCM_200 Student Lifecycle Management Overview

69. 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 69SLCM_200 Student Lifecycle Management Overview

70. Master Data – Personal Data Information includes:  Gender  Name  ID Number (Social Security Number), if known  Birth Date 70SLCM_200 Student Lifecycle Management Overview

71. Master Data – Standard Address Information includes:  House number and street  City, state, and ZIP code  Phone number  Email address 71SLCM_200 Student Lifecycle Management Overview

72. Master Data – Address Overview An overview which contains multiple addresses for the student including:  Standard address  Current address  International address  Permanent address 72SLCM_200 Student Lifecycle Management Overview

73. Master Data – Additional Data Information includes:  Data privacy warning (FERPA)  Ethnic origin 73SLCM_200 Student Lifecycle Management Overview

74. Master Data – Visa/Residence Data Information includes:  Resident status and country  Passport number  Visa type, number, country of issue  Etc. 74SLCM_200 Student Lifecycle Management Overview

75. Master Data – Transcripts/Tests Information includes:  Transcripts from external organizations (high school and/or college)  Tests from external sources 75SLCM_200 Student Lifecycle Management Overview

76. Master Data – PCC Units Displays Pre-College Curriculum (PCC) credits (high school curriculum credits used for undergraduate admission) 76SLCM_200 Student Lifecycle Management Overview

77. Master Data – Related Persons Contains emergency contact(s) and other related person information including:  Name  Address  Contact information 77SLCM_200 Student Lifecycle Management Overview

78. Master Data – myPasscode_AD Contains Access and AD user ID information 78SLCM_200 Student Lifecycle Management Overview

79. Unit 3 – Check for Understanding Unit 3 Check for Understanding 79SLCM_200 Student Lifecycle Management Overview

80. Unit 3 Summary Student Master Data contains student’s biographic and demographic information, including:  Address  Personal Data  Address  Related Persons  Visa/Residence Data  AD User ID  Transcript Click on the Continue button to move to the course summary 80SLCM_200 Student Lifecycle Management Overview

81. Help Websites myHelp website:  http://myHelp.uky.edu/rwd/HTML/index.html http://myHelp.uky.edu/rwd/HTML/index.html  Contains Quick Reference Cards (QRCs), updated course manuals, Simulations, Frequently Asked Questions, and other job aids IRIS website  http://www.uky.edu/IRIS/ http://www.uky.edu/IRIS/  Contains Information Directory, Forms, and other references 81SLCM_200 Student Lifecycle Management Overview

82. SLCM_200 Exercises After the course, you can practice viewing student data in the Training Sandbox  Click on Attachments  Click on SLCM_200 Practice Guide  Print the SLCM_200 Practice Guide pdf  Go to the Training Sandbox and follow the directions in the practice guide 82SLCM_200 Student Lifecycle Management Overview

83. 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 83SLCM_200 Student Lifecycle Management Overview

84. Course Completion Instructions Click QRC Course Completion and print the QRC  Note: The QRC will open in another window. Click OK to close the Attachments window Follow the steps in the QRC to complete the course 84SLCM_200 Student Lifecycle Management Overview