Pages for Advisors Outside Advisor Homepage

Purpose:  This document provides a list of pages outside of the Advisor Homepage that an advisor may need to access.

Audience:  Local Security Administrators

Each foldable section below corresponds to a advising page collection. 

Within each foldable section, you'll find the name of the page, its navigation path, a hyperlinked Quick Reference Guide (QRG) title, and a screenshot of the page. Click on the hyperlinked QRG title to open, in a new window, the QRG.

Also included are notes if the page should have limited access on campus and if any supplemental security items are needed.

Generating an Academic Advising Report (AAR)

The Request Advisement Report page requires SACR Advisement Report security:

CS 9.2 SACR Security:  Basic Requirements for Staff

CS 9.2 SACR Security:  Academic Program Security

and this Role:

ZZ AA Advisement Reports

Page:  Request Advisement Report

Navigation:  Academic Advisement > Student Advisement > Request Advisement Report

QRG:  9.2 Request an Advisement Report 

Advisement Report Request page
Assigning Students to an Advisor

The Batch Advisor Assignment page is recommended for limited staff access.

The user must have this Role:

ZZ Batch Advisor Assignment

Page:  Batch Advisor Assignment

Navigation:  Academic Advisement > CTC Custom > Batch Advisor Assignment

QRG:  9.2 Batch Advisor Assignment 

Batch Advisor Assignment page

 

 

The Student Advisor page is recommended for limited staff access.

The user must have one of these Roles:

ZZ SR Student Advisor

ZD SR Student Advisor (view only)

ZD SR Super User (view only)

Page:  Student Advisor

Navigation:  Records and Enrollment > Student Background Information > Student Advisor

QRG:  9.2 Assigning a Student to an Advisor

Student Advisor page
Service Indicators

The Mass Assign (Service Indicators) page is recommended for limited staff access.

The Mass Assign (Service Indicators) page requires SACR Service Indicator security:

CS 9.2 SACR Security - Service Indicator Security

The user must have one of these Roles:

ZZ CC Service Indicators

ZD CC Service Indicators (view only)

Page:  Mass Assign (Service Indicators)

Navigation:  Campus Community > Service Indicators > Person > Mass Assign

QRG:  9.2 Mass Assign and Release Service Indicators

Mass Assign page

 

 

The Mass Release (Service Indicators) page is recommended for limited staff access.

The Mass Release (Service Indicators) page requires SACR Service Indicator security:

CS 9.2 SACR Security - Service Indicator Security

The user must have one of these Roles:

ZZ CC Service Indicators

ZD CC Service Indicators (view only)

Page:  Mass Release (Service Indicators)

Navigation:  Campus Community > Service Indicators > Person > Mass Release

QRG:  9.2 Mass Assign and Release Service Indicators

Mass Release page

 

 

The Audit Service Indicators page carries no additional recommendations.

The user must have one of these Roles:

ZZ CC Service Indicators

ZD CC Service Indicators

ZD CC Super User

Page:  Audit Service Indicators

Navigation:  Campus Community > Service Indicators > Person > Audit Service Indicators

QRG:  9.2 View Service Indicator History

Audit Service Indicators page
Student Groups

The Process Student Groups page is recommended for limited staff access.

The Process Student Groups page requires SACR Student Groups security:

Student Group Security

The user must have one of these Roles:

ZZ CS Student Groups

ZC CS Student Groups (can change history - careful!)

Page:  Process Student Groups

Navigation:  Records and Enrollment > Career and Program Information > Process Student Groups

QRG:  9.2 Batch Assigning Student Groups 

Process Student Groups page

 

 

The View Student Groups by Student page requires SACR Student Groups security:

Student Group Security

The user must have one of these Roles:

ZZ CS Student Groups

ZD CS Student Groups (view only)

ZC CS Student Groups (can change history - careful!)

Page:  View Student Groups by Student

Navigation:  Records and Enrollment > Career and Program Information > View Student Groups by Student

QRG:  9.2 Adding, Updating and Viewing Student Groups

View Student Groups by Student page
Running Queries

The Query Viewer page requires Query security roles:

Security and the Solution Validation Environment

The user must have this Role:

ZD_DS_QUERY_VIEWER

Page:  Query Viewer

Navigation:  Reporting Tools > Query > Query Viewer

QRG:  ctcLink PeopleSoft Query Reporting Training Manual 

Query Viewer page