Institutions
Institutions
represent the highest organizational level of Campus Solutions setup. Separate institutions are associated with
separate setup for:
·
Academic
Structure: Programs, Plans, Grading
Schemes, Calendars, Term Tables, etc.
·
Course
Catalog and Schedule of Classes
·
Transfer
Rules
·
Student
Records – transcript setup, enrollment rules, grading rules, student program/plan
maintenance
·
Degree
Audit/Academic Advising
·
Financial
Aid – packaging, awarding, etc.
·
Student
Financials – item types, tuition, fees, etc.
·
Self
Service – student/faculty/advisor
·
Security
Campuses
·
Campus
isn’t really a structural element (i.e., it doesn’t drive rules and editing as
other academic structure elements can).
·
Campus
tends to operate more as an informational tag and less as a control element.
·
Multi-campus
discussions are often about distinct institutions not about the delivered
campus field
Careers, Programs, Plans &
Sub-plans
Careers
·
Course
catalogs are organized by career
·
Student
records are separated by career (programs and plans are only available within a
particular career)
·
Students
enroll by career
·
Terms
and Sessions(deadlines, etc.) are defined by career
·
Academic
statistics are accumulated by career (i.e., an academic transcript is by
career)
·
All
credit is granted under a common unit type (e.g., semester hour or quarter hour)
·
Grade
Repeat schemes are defined by career.
·
Coursework
must be internally transferred between careers in order for credit to be
applied towards degree requirements.
·
Career
pointer capabilities – allowing and disallowing enrollment in courses offered
under another career, including what grade rules should apply for the student.
·
Transcript
Setup – show/don’t show career
·
Graduate
Level Indicator
·
Career
level setup
o
Grading
scheme
o
Transfer
credit defaults
o
Term
unit types
o
Holiday
schedule
o
OEE
(open ended enrollment option)
o
Career
Pointer(s)
o
Enroll
Y/N
o
Repeat
Checking Schemes (~by grading scheme)
o
Security
implications (row level)
o
Workflow
implications
·
Setup
o
Separate
Careers are commonly used to distinguish undergraduate vs. graduate work. Post-graduate professional work (medicine,
law) are also frequently defined as separate careers.
Programs
·
PeopleSoft
defines a program as “what a student applies for, is admitted into, and
eventually graduates from”
·
Programs
really drive business rules. They allow
you to differentiate:
o
Admission
rules
o
Graduation
processing
o
Academic
level/load rules
o
Enrollment
rules
o
Grading
rules
o
Transfer
credit rules
·
Financial
Aid
o
Disbursement
by program
o
Primacy
rules for multi-program students
·
Tuition
& Fees
·
Program
level setup/associations/restrictions (not all-inclusive!)
o
Associated
to an owning career, academic group and academic organization
o
Academic
level/load rules (one per program)
o
Academic
calendar
o
Career
pointer exception rules
o
Residency
requirement (for tuition calculation)
o
Financial
aid eligibility
·
Program
level setup/associations/restrictions
o
Academic
standing rules
o
Honors/awards
rules
o
CIP
codes
o
Campuses
where program is offered
o
Repeat
rules
o
Grade
lapse definitions
o
Enrollment
limits by term and session (by units and/or courses)
o
Dynamic
date cancel/drop/withdraw grade info
o
Transfer
credit rules
·
Pitfalls/Lessons
Learned/Modifications
o
Just
because you can differentiate rules at lower levels doesn’t mean have
to; i.e., keep it as simple as the needs of your particular institution
allow.
·
Cross
Module Impacts
o
Programs
are the “work horse” of academic structure with processing/rule
implications across Campus Solutions modules:
§
Admissions
§
Financial
Aid
§
Student
Financials
§
Academic
Advising
§
And
of course, Student Records
Plans & Sub-plans
·
What
do plans and sub-plans do? How do they
work?
o
PeopleSoft
defines a plan as an area of study—such as a major, minor, or certificate
o
A
sub-plan is a finer curricular division within a plan. Examples:
an emphasis, option or track within a plan.
·
Plan
level setup/associations/restrictions (not all-inclusive!)
o
Program
or Career - Restricted by program or career
o
Plan
type
o
First
and last term valid
o
Degree
o
Requirement
term association default
o
Printing
options for diploma, transcript
o
CIP
code association
o
Academic
organizational ownership
o
Transfer
credit rules
·
Sub-plan
level setup/associations/restrictions (not all-inclusive!)
o
Sub-plan
type
o
First
and last term valid
o
Requirement
term association default
o
Printing
options for diploma, transcript
o
CIP
code association
·
Setup
Variations/Examples
o
Plans
§
Degrees
are associated to the plan level and conferred upon completion of the
program. Considerations:
·
Multi-program,
multi-plan, multi-degree
·
Satisfaction
of general education requirements
§
Ownership
is defined at the plan level
·
One
degree offered across colleges with different emphases = separate plans for
each emphasis (vs. subplans)
Terms, Sessions & The Academic
Calendar
An academic
term is an administrative period within which:
• Sessions
are defined.
• Students
are billed.
•
Statistics are accumulated.
Defining
Academic Terms and Sessions
Use the
Term/Session Table component to:
• Link
terms to careers.
• Link
sessions to terms within careers.
• Define
time periods within each session.
