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PeopleSoft/Oracle Campus Solutions Student Records Texas Christian University Information Technology

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Page 1: PeopleSoft/Oracle Campus Solutions · PeopleSoft/Oracle . Campus Solutions . Student Records . Texas Christian University . Information Technology

PeopleSoft/Oracle Campus Solutions

Student Records

Texas Christian University Information Technology

Page 2: PeopleSoft/Oracle Campus Solutions · PeopleSoft/Oracle . Campus Solutions . Student Records . Texas Christian University . Information Technology
Page 3: PeopleSoft/Oracle Campus Solutions · PeopleSoft/Oracle . Campus Solutions . Student Records . Texas Christian University . Information Technology

TCU Information Technology i CS9 Student Records

Table of Contents Campus Solutions ................................................................................................................ 1

Sign In .............................................................................................................................. 1 Privacy of Student Records - FERPA .................................................................................... 2 Student Personal Information ............................................................................................ 3

Searching, Navigation and Terms ................................................................................... 4 Search for a Student ................................................................................................... 4 Navigation Hints .......................................................................................................... 4 Terms .......................................................................................................................... 5

Add/Update a Person ..................................................................................................... 6 Biographical Details Page ............................................................................................ 7

Emergency Contacts ....................................................................................................... 9 Emergency Contact Information Page ........................................................................ 9 Emergency Contact Other Phones .............................................................................. 9

Service Indicators ............................................................................................................ 9 Add a service indicator.............................................................................................. 11 Remove a service indicator ....................................................................................... 11

Student Services Center ................................................................................................ 12 Student Records ................................................................................................................ 13

Extracurricular Activities ............................................................................................... 14 Academic Standing ........................................................................................................ 15 Student Program/Plan .................................................................................................. 16

Student Program Page .............................................................................................. 16 Student Plan Page ..................................................................................................... 18 Student Degrees Page ............................................................................................... 19

Student Grades ............................................................................................................. 20 Term Statistics ........................................................................................................... 21

Enrollment Summary .................................................................................................... 22 Enrollment Summary Page ....................................................................................... 22 The Magnifying Glass ................................................................................................ 23

Cumulative Statistics ..................................................................................................... 24 Student Advisor ............................................................................................................. 25 Class Roster ................................................................................................................... 26

Select your Run Control ID ........................................................................................ 26 Enter Class Roster Report Parameters ...................................................................... 27 Select One of the Following ...................................................................................... 27 How to Search for the Class Number ........................................................................ 28 Students in the Report Section ................................................................................. 29 Run the Report .......................................................................................................... 29 Output and Format: PDF File .................................................................................... 30 Output and Format: Excel/CSV ................................................................................. 30 Output and Format: Email ........................................................................................ 31

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TCU Information Technology ii CS9 Student Records

To View the Report ................................................................................................... 32 Unofficial Transcripts .................................................................................................... 33 Class Permission Numbers ............................................................................................ 35 Transfer Credit Summary .............................................................................................. 39

Query Manager ................................................................................................................. 41 Search for a Query ........................................................................................................ 41 Run a Query .................................................................................................................. 42 View Options ................................................................................................................. 43 Download a Query ........................................................................................................ 43 Save Favorite Queries ................................................................................................... 43

Page 5: PeopleSoft/Oracle Campus Solutions · PeopleSoft/Oracle . Campus Solutions . Student Records . Texas Christian University . Information Technology

TCU Information Technology 1 CS9 Student Records

Campus Solutions

Sign In PeopleSoft Campus Solutions is available through the Internet from the TCU Portal at http://my.tcu.edu. Use Student Records to find personal, academic and enrollment information for students. • To login, go to http://my.tcu.edu • Enter your TCU network User name and Password.

• Select the Campus Solutions icon.

• To Sign Out click the Menu button in the upper right side of

the window and select Sign out. Remember to close all browser windows that are open.

• Security note: Anytime you are logged into my.tcu.edu do not leave your session open and unattended. My.tcu.edu is used for employee self-service and contains access to your personal information. Lock your computer (Ctrl+Alt+Delete) or log off if you need to leave your computer. Sign off and close the browser when you have completed your work in PeopleSoft.

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TCU Information Technology 2 CS9 Student Records

Privacy of Student Records - FERPA Students have the right to request that records be kept private. Within PeopleSoft, a student record marked as private will be displayed with a FERPA button at the top of the window.

FERPA, or The Family Educational Rights and Privacy Act (commonly known as the Buckley Amendment) establishes a ‘right to privacy’ for student academic records. In general, the student, and only the student, can have access to the student’s academic records. University employees who have an “educational interest” may also have access. This can be frustrating for parents, but is firmly established in law. The law also establishes a small number of exceptions (response to court subpoenas in limited circumstances, for example). These exceptions are dealt with and documented by the Office of the Registrar. The law defines a set of directory information that universities may release if the student does not request otherwise. Directory information includes: • Name • Address • Telephone number • Birth date • Major • Degrees and official awards • Participation in official activities and sports • Weight and height of athletic team members. Under the law, each student may request that directory information be withheld. The university honors that request by marking the records in PeopleSoft. In recent years, many students request protection from disclosure under FERPA as a result of stalking and other criminal victimization. Students who have requested that directory information be withheld are not listed in Frog Calls, on WEB pages, or in any fashion that might become available outside direct educational interests of the university. Failure to follow FERPA may result in both institutional and individual liability. Individuals who fail to follow FERPA will be subject to discipline and possible termination.

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TCU Information Technology 3 CS9 Student Records

Student Personal Information Navigation: Campus Solutions > Campus Community The Student Personal Information covered in this section includes:

• Student Biographic and Demographic Data o Addresses and Phones Numbers o Emergency Contacts

• Service Indicators

To access student personal information such as name, address, phone number and email address, use the left navigation menu:

• Open Campus Community and click on Add/Update a Person

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Searching, Navigation and Terms Search for a Student

• ID: If you know the student’s ID number, enter it in the first field and click Search.

• National ID and Campus

ID are not good fields to use for a student search.

• Last Name and First

Name:

o Enter in the student’s Last Name and First Name and press Search. o By default the search criteria is “begins with”. Use the list down to select

other options such as “contains”. o You can search by last name only. You cannot search by first name only. o You can use % as a wild card in your search. o If your search yields more than 300 results, only the first 300 will be

displayed and the search will end.

• Search Results

o If only one student matches your search the page will open with the student’s information.

o If more than one record matches your search, a list will be displayed. Double-click on any row to open the record.

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Navigation Hints Three buttons at the bottom of the page will help you in navigation:

• Return to Search: Click this when you are on a page and wish to return to the search results page. Click the Clear button to enter in the new search criteria.

• Previous in List and Next in List: When you have more than one record in your search results list you can quickly move to the previous or next in list with these buttons.

Many pages have scroll bars that allow you to look at different rows or pages of information for the student. Sometimes each row is for a different term, sometimes for a different class or different action taken. Click View All to show all the data, click the triangle buttons to scroll forward and backward, or select First or Last to go to the first or last record.

Many components have more than one page. Click on the tab at the top of the page to move to another page or use the link at the bottom. Service Indicator buttons located at the top of each page:

• A positive indicator is shown as a button with a red star • The negative service indicator is a button with a red circle and slash • Click on the service indicator buttons to open a new window and view details

Terms Terms are comprised of four characters

• Examples: 4177 = Fall 2017 4185 = Summer 2018 4183 = Spring 2018

• First character will be a 3 (for 1900’s) or a 4 (for 2000’s) • Second two characters represent the last two digits of the year (i.e., 18 for 2018) • The last character indicates the term:

3 = Spring 5 = Summer 7 = Fall

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Add/Update a Person Navigation: Campus Solutions > Campus Community > Add/Update a Person

Add/Update a Person allows you view only access to student personal information. When you select the Add/Update a Person link a search page will be displayed. The Add/Update a Person component has three pages: Biographical Details, Addresses and Regional. Each of these pages can be accessed by clicking on the tab at the top or by selecting the link at the bottom of the page.

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Biographical Details Page

Top section

• The top section of the page will always show the student’s name and ID

• Name • ID • Names link – click this to display the student’s name history, primary and

preferred names Person Information section

• The Date of Birth will be masked for most PeopleSoft users • Birth Information link – click this link to display birth location • Campus ID field is not used

National ID section

The National ID is the same as the social security number and will be masked for most PeopleSoft users.

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Contact Information section

• Addresses

o The Addresses area under Contact Information displays some address

details o Note that blue header above the addresses area. If a student has more

than one address use the arrow button to access other address types or click View All and scroll down to see other addresses listed.

• Phone

o The Phone area displays the different types of phone numbers the student

has and the preferred phone number o The student can maintain their phone numbers through my.tcu.edu under

Student Center o Phone number types can include Current, Permanent, Business, Cellular,

Fax, and Pager

• Email

o The Email area displays the student’s TCU email address

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Emergency Contacts Navigation – Campus Solutions > Campus Community > Emergency Contacts Emergency Contact Information Page

• Use the blue scroll bar buttons to view all the emergency contacts • To add a new emergency contact, click the plus sign • After adding or editing, click the Save button at the bottom of the page

Emergency Contact Other Phones

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Service Indicators Departments have the ability to place service indicators (holds) for students. Service indicator types vary for each department. Examples are Advising Hold, Degree Plan on File, Financial Aid Office Hold, etc. Navigation: Campus Solutions > Campus Community > Service Indicators

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TCU Information Technology 11 CS9 Student Records

Add a service indicator 1. Click the Plus button 2. Fill in the information for the required fields:

o Service Indicator Code – use search button to select from list o Service Indicator Reason Code– use search button to select from list

3. Click the OK button to save the service indicator 4. Click the Plus button to add another service indicator

Remove a service indicator

1. Select the Service Indicator you wish to remove by clicking on the Code link

2. Click the Release button in the upper right corner of the window 3. Click the OK button at the bottom of the window to save

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Student Services Center The Student Services Center page is what students use when logged into the self-service portal. It provides students a single entry point from which to begin navigation to student related transactions. It also presents to students, in one location, the information that is important to them, such as their class schedule, personal information, holds and financial account information.

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Student Records

Select the Student Records icon to access student academic and enrollment information:

• Class schedules • Grades and GPA • Extracurricular Activities • Degree Progress Report • Unofficial Transcript • Create Class Permission Numbers • Class Roster Report • Student Program/Plan • Transfer Credit • Query Reports

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Extracurricular Activities Navigation: Campus Solutions > Student Records > Student Information > Extracurricular Activity

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Academic Standing

Navigation: Campus Solutions > Student Records > TCU Student Records > Academic Standing

• Academic Career – Students may have more than one career. Use scroll bar buttons to view multiple careers. Examples of Careers: Undergraduate, Graduate, Non-Degree, Brite.

• Term - Use the View All link or the scroll bar buttons to select the different terms

within each academic career. If the student has never had any Academic Warning or Probation the fields will be blank.

• Academic Standing Action - GOOD, WARN, PROB, SUS, CONT • Academic Standing Status – Good, Warning, Probation, Suspension, Continued

Suspension • Action Date – the date that the Academic Standing Action was changed

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Student Program/Plan Students will have multiple Program Actions to view, beginning with Application, Admit, Matriculation, Program Change, Plan Change, through Completion of Program. Use the scroll bar buttons on the blue bar to navigate through the Programs Actions. The most recent will be the first or top-most Program Action. Navigation: Campus Solutions > Student Records > TCU Student Records > Student Program/Plan Student Program Page

Top section – Student Information

• Name and ID • Academic Career • Student Career Nbr - Double degree seeking students will have multiple careers

Lower section – Academic Program Information

• Status - Active in Program, Discontinued, Complete • Effective Date - Effective date of Program Action, can be past or future dated. • Effective Sequence - If more than one Program Action takes place on the same

date, an effective sequence number will indicate the order in which the Program Actions occurred.

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• Program Action – For new students, scroll through to see the Program Actions as the student applied, was admitted and matriculated. (Students admitted before 1999 were given a Program Action of “Activate”.) Other Program Actions:

o Program Change when a change in major has caused a change in the college

o Plan Change with a change in major within the same college. o Plan Change when adding a Minor.

• Action Reason – Some Program Actions have Action Reasons tied to them. • Action Date – The date the Program Action information was recorded. • Academic Institution – TCU01 • Academic Program – College and Career

o Career = Undergraduate, Non Degree, Graduate, Graduate Non Degree, Brite, Brite Non Degree

o Program = College and Career Program Description Program Description AS-GN A&S Graduate Non Degree FA-GR Fine Arts - Graduate AS-GR AddRan - Graduate FA-UG Fine Arts - Undergraduate AS-UG AddRan - Undergraduate FA-GN Fine Arts Graduate Non Degree BR-PR Brite Divinity School - Prof FA-NG Fine Arts Graduate Non Degree BR-PN Brite Professional Non Degree HS-UG Health & Human Science - Undergraduate BU-GR Business - Graduate HS-GR Health & Human Sciences – Graduate BU-UG Business - Undergraduate HS-GN Health & Human Sciences – Graduate Non

Degree BU-GN Business Graduate Non Degree GR-GN Graduate Non Degree CO-UG Communications - Undergraduate GR-GR Graduate School - Graduate CO-GR Communications – Graduate SE-UG Science & Engineering – Undergraduate CO-GN Communications – Graduate Non

Degree SE-GR Science & Engineering - Graduate

ED-GR Education - Graduate SE-GN Science & Engineering Non Degree ED-UG Education - Undergraduate UP-ND University Programs Non Degree ED-GN Education Graduate Non Degree

• Admit Term – Term the student was admitted • Requirement Term – Refers to the term of the Catalog the student must follow to

meet graduation requirements. • Expected Grad Term – Estimated graduation term. • Joint Prog Appr – Field currently not being used. • Dual Academic Program – Indicates program that crosses careers (i.e., three-two

program). • Admissions – Students admitted beginning in 1999 would have this information

populated. • Campus – TCU • Academic Load – Full Time or Part Time

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Student Plan Page

Top section – Student Information

• Name and ID • Academic Career • Student Career Nbr - Double degree seeking students will have multiple careers • Car Req Term – The term used for requirements

Middle section – Academic Program Information shows a condensed version of what is on the Student Program page. Lower section – Academic Plan Information • Academic Plan – Indicates Major or Minor. First 4 characters indicate the major or

minor. Last characters indicate degree or minor. Example: RTVF-BS = Radio/TV/Film BS COSCMIN = Computer Science Minor

• Plan Sequence 10 = Primary Plan (or Major) 20 = Second Major 50 = Minor

• Declare Date – Effective date of declaration of Major or Minor • Requirement Term – Refers to the term of the Catalog the student must follow to

meet graduation requirements. • Advisement Status – Include.

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• Degree – Type of degree awarded. • Degree Checkout Stat – Status populated if Intent to Graduate application is being

processed by the Registrar’s Office. Status types include Pending, Applied, Under Review or Awarded.

• Student Degree Nbr – Chronological number of degrees received by the student (i.e., 01 for the first degree received, 02 for the second)

• Completion Term – Term the student received degree. Note that Academic Plan information is alphabetical. Student Degrees Page

Top section – Student Information

• Name and ID • Academic Career • Student Career Nbr - Double degree seeking students will have multiple careers

Middle section – Academic Program Information is a condensed version of what is on the Student Program page. Bottom Section – Degree Information • Degree Checkout Stat – Blank, Applied, Awarded • Completion Term - Term degree awarded • Degree Honors 1 and Degree Honors 2 – not populated • Degree GPA – not populated in this window

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Student Grades Navigation: Campus Solutions > Student Records > TCU Student Records > Student Grades Search and select student from the list displayed. If already accessing a student on a different page, that student’s ID number will be carried over and can be seen in the ID field. If a different student is required, delete the ID number and enter the selection criteria for the new student.

Unless a term is specified in the search dialog box, the student will have a line for each term attended displayed in the list. Click the appropriate term to view.

• Term – note that you can use the yellow buttons Next in List and Previous in List

located at the bottom of the window to move from term to term. • Career • Institution

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TCU Information Technology 21 CS9 Student Records

The grades are listed in a table. The table can be sorted by clicking on the column heading. • Class Number – This is a unique PeopleSoft assigned number. Spring classes begin

with “3”, Summer begins with “5”, and Fall begins with “7”. • Subject – A four character Subject code. • Component – Type of course: Lecture, Lecture with lab, Seminar. • Catalog – Five-digit course catalog number. • Section – Three-digit number indicating the class section number. • Grade Input - Grade Input is the grade submitted by the professor. • Official Grade - Official may show Pass or Fail if the class is graded but student

elected to take Pass/Fail or Audit. • Grading Basis – Graded, P/NC, Stdnt Opt, Audit • Units Taken – Number of units. • Session – 3 Week, Eight Wk 1, 5 Week-1, 5 Week-2 and Reg • Course Description – descriptive. Term Statistics The Term Statistics window shows the GPA and Course Unit information for the current term.

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Enrollment Summary Enrollment summary shows class enrollment for students. Grades are not shown on the enrollment summary window. Use View All link on blue bar to scroll through and view all classes. When searching by an individual student, classes are listed by term. Use Previous in List or Next in List buttons to scroll through the different terms. Use Return to Search button to find a different student. Navigation: Campus Solutions > Student Records > TCU Student Records > Enrollment Summary

Enrollment Summary Page • Term – The term shown. • Career – Students may have more than one career. • Academic Level – Term Start – The academic level of the student at the beginning of

the term. • Total Term Units – The number of completed hours taken for the chosen term. • Units in Progress – Total hours in current term only. • Form of Study –Enrollment, Study Abroad, Degree Candidate • Withdrawal/Cancel • Reason – Reason for withdrawal or cancellation. • Date – Date of withdrawal or cancellation. • Class Number – A unique PeopleSoft assigned number. Spring classes begin with “3”,

Summer begins with “5”, and Fall begins with “7”. • Subject – Four character Subject code.

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• Catalog – Five-digit Course Catalog number. • Session – 3 Week, Eight Wk 1, 5 Week-1, 5 Week-2 and Reg • Section – Three-digit number indicating the course section number. • Status – Enrolled, Dropped • Status/Reason – • Grading Basis – Graded, P/NC, Stdnt Opt, Audit • Units Taken • Course Description • Type of Course – i.e., Lecture, Lecture with Lab • Add Date – Date the student enrolled in the class • Drop Date – Date the student drops a class • Action Reason

What happens when a student drops a class?

Before 1st day of class The class will no longer appear on the Enrollment Summary panel

Until last day to drop Status = Dropped Withdrawn = Blank Drop Date populated

After last day to drop Status = Enrolled Withdrawn = W Drop Date populated

The Magnifying Glass Click on the magnifying glass next to a class to display the Class Details page.

Use the link (Return to Enrollment summary) located at the top or bottom of the page to return to the Enrollment Summary window.

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Cumulative Statistics Navigation: Campus Solutions > Student Records > TCU Student Records > Cumulative Statistics

• Use the scroll bar buttons on the blue bar to move to other terms

• Reset Cum Stats at Term Start – If student has invoked the “Academic Forgiveness Policy” this will be checked and previous term grades and hours will not be included in the GPA and hours calculation.

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Student Advisor Navigation: Campus Solutions > Student Records > TCU Student Records > Student Advisor

Top Section – Identifying Information

• Name • ID • Academic Institution • Effective Date

Lower Section

• Advisor Role – Advisor or Committee Member • Advisor Number – Students have one advisor per major. May have an additional

advisor if necessary. • Academic Career • Academic Program • Academic Plan • Academic Advisor – Advisor’s ID number and name • Committee - Pre Med and some graduate students are advised by committee

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Class Roster Navigation: Campus Solutions, Student Records > Courses and Classes > Class Roster Print Class Rosters can be generated for each Academic Organization, Subject Area or for a specific class. The report can be viewed, emailed and/or printed.

Select your Run Control ID

Click the Search button and you will be taken to the next screen or you will be prompted to select the appropriate Run Control ID. If no Run Control ID exists:

• Click the Add a New Value tab.

• Enter a Run Control ID that is unique (suggestion: your username)

• Click the Add button.

• Do this once. Only one Run Control ID is needed.

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Enter Class Roster Report Parameters • Academic Institution – TCU01

• Term – Enter the 4 character term or use the magnifying glass to search for term

• Session – Regular Long Semester is the session type for normal fall and spring

sessions. For summer sessions, select the appropriate value. (e.g. MAY, JUN, JUL, 8W1, 8W2, 10W)

Select One of the Following

• Select one of three options: Academic Organization, Subject Area, Class Number

• Class Nbr is most frequently used. Class Nbr will produce a roster for only one

class, while Academic Organization and Subject Area will produce reports for all the classes within that org or area.

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How to Search for the Class Number The easiest way to find the unique class number is to use TCU Class Search:

• Select TCU Class Search from the left navigation • Complete the search and use the Class Nbr located in the first column of the

search

• Class Nbr: specify class by entering the PeopleSoft assigned class number Or Search for the class number:

o Click the magnifying glass o Select Search by Subject Area o Enter the Subject Area and click Look Up o The classes for the term specified earlier will be displayed. Click on the

class to select.

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Students in the Report Section

Check the boxes to include Enrolled Students, Dropped Students and/or Waitlisted Students if desired.

Run the Report Click on the Run button in the upper right corner of the window. The Process Scheduler Request page will open.

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Output and Format: PDF File To produce the class roster as a PDF file, select Type = Web and Format = PDF then click OK.

Output and Format: Excel/CSV To create a class roster as a CSV file which can be opened in Excel, select Type = Web and Format = CSV then click OK.

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Output and Format: Email To email the class roster as a CSV file which can be opened in Excel, Type = Email and Format = CSV then click OK.

Click on the Distribution link to add an Email Subject, Message Text and/or email addresses other than your own. Separate each address with a semicolon. Click OK and OK again at Process Scheduler Request page.

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To View the Report

• To view or print the Class Roster PDF or CSV file, click the Report Manager link.

• The Class Roster will be the top report listed. The status may say “Processing.” Click the yellow Refresh button until the status says “Posted.” Sometimes it takes several Refresh clicks.

• When the status is Posted, click the link for Class Roster. The report will open in

a new tab. You can print or save the PDF or Excel file.

• When you are finished, close the tab and click the Go back to Class Roster link.

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Unofficial Transcripts Unofficial Transcript Reports are created in pdf format and can be viewed on screen, saved as a pdf file or printed. Navigation: Records and Enrollment > Transcripts > Request Transcript Report(BI) 1. Select Add a New Value link at the bottom of the window or choose the Add a New

Value tab.

2. Go to the Transcript Request Detail tab

• Enter in the student’s ID number.

• If the ID number is unknown, click the magnifying glass to search for the student by name.

• Click the Process Request button at the top right.

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3. View the Report

• Click the View Report link to view the unofficial transcript. A new tab will open with the transcript shown as a pdf. The pdf can be saved or printed.

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Class Permission Numbers Academic departments have the ability to generate permission numbers that allow students to register for closed classes, override enrollment requisites, or classes that require department/instructor consent. Navigation: Student Records > Courses and Classes > Class Permissions

1. First, search for the class by typing information in some or all of the fields:

• Term • Subject Area • Catalog Number Then click the Search button to display a list of classes.

A list of classes is displayed at the bottom of the window. Click on the appropriate class link to select the class.

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2. The Class Permission Numbers page • The top section of the Class Permission Numbers window displays course

information

• The middle section identifies the class section. Use the arrow at the top right to

move between sections or click View All to show all sections. Then select the

appropriate section.

• The bottom section lists the class permission numbers, if they have been used or not, and who has used them.

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3. To add additional permission numbers:

• Input the Expiration Date if needed. The Expiration Date is the date that the permission number expires. It can be changed from the default date if necessary.

• Input the number of class permissions to be generated into the Assign More Permissions field.

• Click the Generate button • Click the Save button at the bottom of the window. Additional permission

numbers will be created and will appear at the bottom of the window. 4. Additional functionality:

General Info tab

• Click the Issued checkbox, and the Issued By and Issue Date are filled in. • The Status column shows if the permission number has been used, used-then

dropped, or not used. • Permission Use Date captures the date the permission number was used by a

student. • Expiration Date can be changed as necessary, before it is used by a student. • An unused permission number can be deleted by clicking on the minus sign.

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Permission tab

• You can control what each permission number will override. If you want a permission number to override a Closed Class but not override Requisites Not Met, uncheck the Requisites Not Met box.

• An unused permission number can be deleted by clicking on the minus sign.

Comments tab

• You may enter the student’s name, and other important information in the Comments box.

• An unused permission number can be deleted by clicking on the minus sign.

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TCU Information Technology 39 CS9 Student Records

Transfer Credit Summary The Transfer Credit Summary creates a report to list all transferred credits for a student and includes all details associated with the courses. Navigation: Records and Enrollment > Transfer Credit Evaluation > Transfer Credit Summary 1. Select your Run Control ID.

• Click the Search button and select the appropriate Run Control ID.

• Or you may type the Run

Control ID in the box provided.

Only one Run Control ID is needed. If no Run Control ID exists:

• Click the Add a New Value tab. • Enter a Run Control ID (suggestion: use your username). • Click the Add button.

2. Selection Criteria page

• Enter the student’s ID number or use the magnifying glass to search for the student.

• Click the Submit button.

3. Selection Result page

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TCU Information Technology 40 CS9 Student Records

• Click the Generate Report button. • Click the Report Manager link.

4. Report Manager page

• The Student Transfer Credit Eval will be the top report listed. The status may say “Processing.” Click the yellow Refresh button until the status says “Posted.” Sometimes it takes several Refresh clicks.

• When the status is Posted, click the Details link.

• The Report Detail page will be displayed. Locate and click the PDF link.

• If you get a security message, click Yes. Adobe Acrobat Reader will open the PDF where you can view and/or print the report.

• When you are through:

o Close the Adobe Acrobat window. o Click OK on the Report Detail page. o Then the Go back to Transfer Credit Summary link.

If you are prompted to save, click Cancel.

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TCU Information Technology 41 CS9 Student Records

Query Manager Navigation: Reporting Tools > Query > Query Manager Queries can be generated for viewing or printing. Also, queries can be downloaded and saved as Excel, CSV or XML files.

Search for a Query • Queries for the Academic Departments begin with DP • Queries for the Academic Dean’s Office begin with DN

Basic Search by Query Name

• Example: Search for all queries that begin with DP. o Note that you can use the % wild card in this field

• Enter your search parameters and click the Search button

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Advanced Search can be used for more exact searches • For Example: Query Name contains NURS

Run a Query • After searching, the Search Results page shows a list of matches • Click on the HTML link or the Excel link located to the right of the query name to

open the query.

• You may be prompted to enter more information. For example, many queries prompt for the current term. Enter the term and click View Results. If you do not know the term, click the lookup button.

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TCU Information Technology 43 CS9 Student Records

View Options • If the query results in more than 100 rows of data, you can use the scroll buttons

on the right to view the data or click the View All button located on the left. • You can print the query using the web browser print button

Download a Query After choosing Run to HTML, the query window gives you options to download the query as an Excel file, csv file or xml file.

Save Favorite Queries • Search for the query • Select the check box to the left of the query • Choose Actions • Choose Add to Favorites • Click Go