Academic Advisement Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation documentation, data models, business process maps, and troubleshooting guidelines.

  • See the product documentation for PeopleTools: Setup Manager

  • See the product documentation for PeopleTools: Component Interfaces

The steps that are discussed in this section provide the order in which you define information in the Academic Advisement tables.

Generally, organizations implement these business processes first.

Step

Reference

Define PeopleSoft Student Records data.

Student Records documentation

Define Academic Advisement installation options.

See Understanding Installation Setup and System Defaults.

Define grade category values.

See Setting Up Grade Category Values.

Define cumulative GPA values.

See Setting Up Cumulative GPA Values.

Define special requirement usage values.

See Setting Up Special Requirement Usage Values.

Define advising transcript types.

See Producing Quick What-If and Stored What-If Advisement Reports.

See Designating Degree and Program Data.

Define academic course lists.

See Setting Up Academic Course Lists.

Define academic requirements.

See Setting Up Academic Requirements.

Define academic requirement groups.

See Setting Up Academic Requirement Groups.

Define course share sets.

See Understanding Course Sharing.

Define dynamic conditions and entity groups.

See Defining Custom ConditionsDefining Expanded Conditions.

Define student exceptions and overrides.

See Setting Up Course Directives and Advisement Overrides.

(Optional) Define self-service advising options.

See Viewing Self-Service Advisement Transcripts.