Training Day 2

Body

Day 2: CX Tools

Day 2 focuses on introducing the core CX tools used in Degree Audit and Student Records work. The goal is exposure and familiarity—not mastery. New employees are not expected to understand everything at once.


Introduction to Data Entry

Data Entry Basics

ACTION

  • "Intro" Article: Read and follow along in the system while reviewing the articles
  • "Exam Scores..." Article become familiar with the functionaility of the program.

Important Note

  • Do not worry about understanding everything at once.
  • This content is meant to introduce you to where exam scores, program history, and other details are located.
  • You will get more practice with these tools later.

Degree Audit Entry

Degree Audit Entry

ACTION

  • Read all three articles in this section.
  • Follow along using your computer.

For the Trainer

  • Choose a few random majors from Kuali.
  • Have the new employee:
    • Locate each major in Degree Audit Entry.
    • Explore how information flows between Kuali and Degree Audit Entry.
  • This exercise helps build familiarity with both systems at the same time.

Interactive Degree Audit

Interactive Degree Audit
ACTION

  • Read the article.
  • Practice navigating the Interactive Degree Audit with guidance from your trainer.

For the Trainer

  • Provide several real student degree audits from tickets.
  • Have the new employee:
    • Navigate through the full degree audit.
    • Identify each individual SubAudit contained in the audit.
    • Navigate through:
      • Priority‑slotted courses
      • Substitution records

 

Details

Details

Article ID: 17565
Created
Tue 4/21/26 10:59 AM