Day 1: Intro to Student Records and Registration and Degree Audit
Confirm HR On-boarding is done
FERPA and Privacy Training https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=2413
Employee Expectations, Office and Team Goals, Vision, Mission, Creed, Responsibilities, etc
Readings: Employee Expectations https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=2411
SRR & BYU-I Missions and Visions
Student Records and Registration
SRR Mission: Record the students’ academic experience and maintain the integrity of the academic system.
SRR Vision: Invisible, but accessible, to students
SRR Values: Learner, integrity, team player, excellence
SRR Battle WIG’s: Student Information Systems, & Data Integrity (the overall WIG -Wildly Important Goal- for you is the war you're engaged in).
SRR Expectation #1: SRR Employees are committed to the mission, vision, and values of the university and office, and continually contribute to their fulfillment.
Brigham Young University-Idaho
BYU-I Mission: Develop disciples of Jesus Christ who are leaders in their homes, the Church, and their communities.
BYU-I Core Themes: Build testimonies, provide high-quality education, serve many students, deliver affordable education.
BYU-I Strategic Position: Teaching-focused faculty, high-value education, realize the potential in everyone, real-world preparation.
BYU-I WIG’s: Enrollment, First-Year Retention
Student Life Vision: Students have what they need when they need it.
Creed of Brigham Young University-Idaho
Brigham Young University-Idaho was founded, is supported and guided by The Church of Jesus Christ of Latter-day Saints.
Its mission is to develop disciples of Jesus Christ who are leaders in their homes, the Church, and their communities.
The university does this by:
1. Building testimonies of the restored gospel of Jesus Christ and fostering its principles in a wholesome academic, cultural, and social environment.
2. Providing a high-quality education that prepares students of diverse interests and abilities for lifelong learning and employment.
3. Serving as many students as possible within resource constraints.
4. Delivering education that is affordable for students and the Church.
Creed of Student Records and Registration
SRR records the students’ academic experience and maintains the integrity of the academic system.
SRR is invisible, but accessible to students.
SRR values being a learner, having integrity, being part of the team, and striving for Excellence in all we do!
Creed of Graduation Planning
I will meticulously create and accurately maintain the university’s curriculum programs so that the student’s academic experiences are in line with the university’s overall mission.
Office Tour:
Actions: Team Lead will take the new employee around the office to introduce them and have each unit briefly explain what they do.
Permissions, Access, Computer Set up:
Readings:
Permissions and Privacy https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11880
Setting Up Your Computer https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11883
Actions: Follow the steps in the articles to have access to each System we use.
Systems Overview:
CX Broad Overview:
Reading: CX Menu Descriptions https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11890
Kuali Overview
Readings: https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=1417
TD Overview
Reading: Intro to Tickets https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11911
Actions: Set up TD Desktop
I-Plan Overview
Reading:
I-Plan https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3036
Check Course Availability https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11976
Actions: Navigate through the different tools we use in Grad Planner: Impersonation, Course Availability Table, Recommended Plans
Day 2: CX Tools
Data Entry:
Readings:
Data Entry Basics https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3027
Actions:
Practice navigating through Data Entry
Degree Audit Entry:
Readings:
Degree Audit Entry https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11965
Actions:
Practice Degree Audit Entry model Word Document
Practice finding and navigating through different SubAudits. Example: Choose a random major and course from the BYU-I catalog and have the new employee find it in Degree Audit Entry.
Interactive Degree Audit:
Readings:
Interactive Degree Audit https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11923
Actions:
Practice loading several students' degree audits
Navigate through the degree audit and identify the individual SubAudits it contains
Navigate through students' priority slotting and substitution records
Day 3: CX tools Practice
Degree Audit Entry Practice
Reading: https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3032
Actions: Trainer should copy a few subaudits to UG79 and delete all of the requirements. Have the new employee use Kuali to rebuild the SubAudits. Typically start with a Certificate and then work your way up to more complicated minors, emphases, majors, etc.
Priority Slotting Practice
Reading: Priority Slotting https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11929
Actions: Trainee will shadow the Trainer through a couple of examples. Then the Trainee will practice with Trainer supervision.
Day 4: Tables Overview
Major Minor Table
Reading: The Major/Minor Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3043
Major Cluster
Reading: The Major/Cluster Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3044
Catalog Emphasis
Reading: The Catalog Emphasis Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3045
Track Major
Reading: The Track Major Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3047
Program Credits (Min Max)
Reading: Program Credits (Min/Max Table) https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3046
Actions: Have the new employee find the Min/Max credits for a few sample programs
SubAudit Requirement
Reading: https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3822
Actions: Practice finding SubAudit Requirement entries
OPTIONAL Major/Minor/Emp/Clust Table (Curriculum's Stewardship)
Optional Reading:
The Major Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3042
The Minor Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3049
The Emphasis Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3048
The Cluster Table https://td.byui.edu/TDClient/75/Portal/KB/?CategoryID=3050
Day 5:
Review
Recommended Plans:
Reading: How to Build a Recommended Plan https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11988
Actions: Trainer should choose several old or decommissioned degree plans to delete and have the new employee rebuild/save them.
Ticket Practice
Reading:
TD users and their roles https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=11905
I-Plan Issue Decision Tree https://td.byui.edu/TDClient/75/Portal/KB/ArticleDet?ID=15345
Actions:
Trainers should have several tickets handpicked from our queue saved for the new employee to practice. Spend the time doing the ticket alongside the new employee. As they get more comfortable, transition to doing the ticket independently and only doing a final check before Resolving/Closing the ticket.