Setting Up Self-Service Features for Student Records

Select to enable the Validation feature. This feature enables self-service users to validate their Shopping Cart entries against a subset of edits from the Enrollment Engine. You can select which edits the Enrollment Engine runs. The options are time conflicts, repeats, requisites, and unit limits. If you select this check box, you must select at least one of these options. If you clear this check box, all references to validation in the system are hidden.

Select this check box if you want the Enrollment Engine to check time conflicts while validating Shopping Cart entries.

Select this check box if you want the Enrollment Engine to check repeats while validating Shopping Cart entries.

Select to enable users to validate their Shopping Cart entries during their enrollment appointment. If you select this check box, the Validate button appears in the Shopping Cart during the student's enrollment appointment. If you clear this check box, the Validate button is not available in the Shopping Cart during the student's enrollment appointment. This option prevents you from having to set up validation appointments that parallel your enrollment appointments.

Select this check box if you want the Enrollment Engine to check requisites while it validates Shopping Cart entries.

Select this check box if you want the Enrollment Engine to check unit limits while it validates Shopping Cart entries.

Select to enable wait listing. If you clear this check box, the system hides all references to wait listings in self-service. If you clear this check box, the system selects the Swap option by default and makes the Enroll with Drop if Enroll and Swap fields unavailable for edit.

This field controls the processing of enrollment requests submitted from the Swap component in student self-service.

Select one of these options:

Enroll with Drop if Enroll: Select this check box to enable Drop if Enroll processing for self-service swaps. If you select this check box, when a student swaps from one class to another or to a different enrollment component of the same class, the enrollment engine drops the student from the class that the student wants to swap only after the student is enrolled in the preferred class. The enrollment engine does not drop a student who is on the wait list for the preferred class. The enrollment engine processes the preferred class with an enrollment action of Enroll.

Swap: If you select this check box, when a student swaps from one class to another (or a different enrollment section of the same class), the enrollment engine drops the student from the unwanted class if they are successfully enrolled or when they are placed on the wait list in the preferred class.

Select to display enrollment requisite information about the self-service Enrollment Preferences page during the enrollment process.

Select to display class notes information on the self-service Enrollment Preferences page during the enrollment process.

Select to display class meeting information on the self-service Enrollment Preferences page during the enrollment process.

Enter a value to control how unit increments appear to students when students select a unit value for a variable unit course. For example, if students are allowed to enroll in half units, enter 0.50 in this field. A student who enrolls in a class with a variable unit range of 1 to 3 units is then presented with the following options: 1.00, 1.50, 2.00, 2.50, 3.00.

Select to display when a course is usually offered at the institution. If this check box is selected, the data appears on a variety of self-service pages, including Browse Course Catalog, Course Detail, My Planner, and My Academic Requirements. If you clear the check box, the system does not display typically offered data within self-service, but it continues to display it on administrative pages.

Typically offered values are institutionally defined within a typically offered setup page. They are then assigned to courses on the Course Catalog - Offerings page.

Select this check box if you want student photos to appear on the class and advisee rosters in the Faculty Center.

If this check box is selected, the VIEW DATA FOR OTHER STUDENTS button becomes available on the View My Advisees – Advisee Roster page in Faculty Center. The check box is selected by default.

Advisors can access student data for non-advisees by clicking the VIEW DATA FOR OTHER STUDENTS button, which takes them to a search page.

If the Allow access to non-advisees check box is cleared, advisors cannot access student data for non-advisees. The VIEW DATA FOR OTHER STUDENTS button is hidden. If, when viewing an advisee's data, an advisor clicks the Return to Search button, the advisor is taken to a search page on which only their advisees are available.

Select this option to search against the entire population in the database when you use the Locate a Faculty Member page in Faculty Center.

Select this option to search against data in the Instructor/Advisor Table component when you use the Locate a Faculty Member page in Faculty Center.

If you select the Student Self Service and Instructor Self Service check boxes, the View Textbook Summary link appears on the Student Self Service, My Class Schedule page and the Faculty Center, My Schedule page. Students and faculty staff can use the link to access a summary of the textbook assignments for each of their classes for the term.

Clear the check boxes if you do not use the textbook feature or if you want to disable access to the Textbook Summary page.

Select this check box to set up graduation values at the institution level. If you select this check box, then all careers and programs will use graduation tracking. If you do not, then a selection made at either the career or the program level will determine whether graduation tracking is used. In addition, if you select this check box, the system creates a graduation tracking row during the self-service graduation application.

Select a value to be used during the self-service graduation application process.

When this check box is selected, the self-service Apply for Graduation process looks for a degree checkout status of Eligible to Graduate on the student's academic program. The institution can set the degree checkout status using the Graduation Processing process to limit the students who can apply to graduate.

Enter the program action reason used in the self-service Apply for Graduation process.

Select this check box to allow the student's name to appear on the View Graduation Status page.

Enter text that will appear as a link when the Show Name check box is selected. It will direct students to the Self Service Campus Community page where they can enter the name they want to use for graduation. The name type identified in the setup will be the name type edited or created.

Click the Add Name Display Type link or manually enter a Name Display Type, then click the Edit Name Display link.

This is the name type that will be added or edited through the Graduation self-service page. The system formats this name type based on the name display type entered above.

Select this check box to allow the student's address to appear on the View Graduation Status page.

Identify value to use for the display of the address on the View Graduation Status page.

Enter text that will appear as a link when the Show Address check box is selected. It will direct the student to the Self Service Campus Community page where addresses can be changed in self service.

Enter text to direct the student how to make name and address changes. These directions appear on the View Graduation Status page.

Select a name type, which is defined on the Name Type Table page. You can assign multiple name types (such as Primary, Preferred, and Legal) to each Name Display Type.

Rank the Name Type in the Name Type hierarchy for the Name Display Type.

Select from three delivered options: Use Formal Name, Use Name, or Use Name Display.

The system only displays PeopleSoft-supported countries in this list.

Add person IDs to this grid, which allows you to select test IDs to see how a name will actually appear on a page based on the rules entered. You can only add IDs whose names include parts associated with the country. The test EmplID must have the name type you are formatting to see anything in the displays as area.

Available options are: Name Field, Space, or User Defined.

Name Field: contains values that are dependent on the selected country format such as First Name, Middle Name, Last Name.

Space: allows you to add a single space between other part types. Spaces can only be specified from Part 2 onward.

User Defined.: allows you to define other characters (such as commas or periods), or a character string up to 35 characters long.

The values that appear in this column are country-specific, based on your selection in the Format Using field.

Enter a number to specify a dependent part, so that parts will only be displayed when their dependent parts contain a value. For example, if a prefix is listed but a person has no prefix associated with their name record, the system ignores the entire prefix (name part, punctuation, and spaces) and moves to the next part in the list.