Prerequisites for Using Academic Advisement Self Service

To take full advantage of the self-service features using the classic user interface, including the course planning feature (known as My Planner), class planning feature (known as the Shopping Cart) and enrollment capabilities, your institution must, for example:

  • Set up courses in the course catalog.

  • Schedule classes.

  • Define advisement report types.

  • Identify those report types for use in self-service on the Academic Institution 7 page.

  • Run those report types in batch (one for My Academic Requirements and one for My Planner and Search by My Requirements).

  • Decide how the reports are refreshed (real-time, for example).

  • Establish a plan for periodically refreshing those reports in batch.

A number of users – prematriculated students, students, and advisors – can take advantage of some of the Academic Advisement self-service features. To do so requires an EMPLID and a user profile that enables them to access and use the self-service pages.

The What-If Report – What-if Report Selection page and the What-If Report – Create What-if Scenario page are designed for use by advisors, students, and prematriculated students (for example, prospective students). But you must provide your users with access to the respective pages: SAA_SS_WHATIF_SEL and SAA_SS_WHATIF.

Other self-service pages are designed for students only and are accessible to active students only (students whose program status is active.) Examples are My Planner, Plan by My Requirements and Search by My Requirements.

If your institution is processing degree progress reports using transcript types (versus advisement report types), you must turn off security to the component, SAA_SS_DPR_ADB.

Important! Before users can view the interactive advisement report in self-service, your institution must first generate the relevant report types for the students, either in batch or individually, using the administrative components.