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1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Report from the Trenches
Finding and Fixing Problems Two Years In
Evelyn Roach & Josh Whitlock
East Tennessee State University
April 11, 2015
Session ID 12299
2© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Topics that will be covered
• Issue encountered
• Transit output
• Argos error reporting
• and even getting the IT folks involved
3© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Issues encountered
• Notes
– what notes do I enter here and do I want the student to see the notes
• Substitution
– volume
• Who should have access
• Why should I use this tool
– we have so many
• Trust
• Error on the student record
– Missing concentration, missing minor
– Wrong major
– Learner record conflict
4© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Solutions
• Created Degree Works issue committee
that meets weekly
• Visit all department meetings and address
issues of concern but also show the
possibilities of the software
• Market to the students
• Prove the naysayer wrong
5© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Role of the DW Issue Committee
• Identify and document issue sent in by
students/advisors
• Fix problems before they are noticed
• Recommend policy change that will
align DW with what the institution
wants to accomplish
• “Micro manage”
6© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
TBR Feeder Schools
ETSU
Northeast
Walters
Pellissippi
Cleveland
RoaneVolunteer
Motlow
Chattanooga
Austin
Peay
7© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Adding Attributes to Gen - Ed
8© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Substitutions
• Students had no way of seeing the
substitutions received so they end up
doing extra courses, mostly in Gen Ed.
– With DW this issue will be solved. Wrong
– We had a tub of substitution forms that
someone had to input. Mostly involved
Gen Ed.
9© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Electronic Substitution Form (jot-form)
10© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Exception Access
• Initially only the graduation analyst
• But have now opened up the process
to allow certain advisors to have
access after training
11© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
User with Exception Access
12© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Pivot Table of Substitutions
13© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Petitions – Used by one department only
14© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Managing Petitions
15© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Transit Output
• How often do I review this data?
• Who should review this data
(Functional or Technical users) ?
• What is our definition of Functional
and Technical users in terms of DW ?
16© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Transit Output
17© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
RAD 30 – Student Action log
Number of
Errors found
in this extract
18© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Grade Error
19© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
• Using Argos to generate a report of error messages
Rad 30 Error Report
20© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Banner Form affected
21© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Look at the RAD 30 EQUIV extract carefully
22© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
What we now know
• Transit Reports
– Can identify errors in the Banner student bridge
– Shows which forms in Banner the error stems
from
– Modify Surecode if this is a global error - such
as a missing grade code
– Help identify changes during testing
23© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Getting IT involved
• Do your research
• Provide as much information as possible
• Document your request
• Use the Commons
• Provide a deadline
• Have campus wide support for the software
24© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
• Report on student accepted to Grad School
but have not posted undergrad degree
• Identifying students who need to file to
graduate based on percentage complete
• Identify students who lack concentrations
• Report on repeat process
– Physic 3010 D + taken Spring 2012
– Physic 3010 W taken Spring 2013
• W marked as included. Generate report to see how
many other students had the same issue.
Reports generated as a result of Degree Works
25© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Marketing Efforts
26© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
27© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Degree Works in the Portal
28© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
29© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
30© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Changes to our Graduation Office
• Students can request change of catalog to use Degree
Works fully.
• Degree Works is now the major/minor sheet for students
filing intents.
• Clarification of policy to reflect what is displayed on
Degree Works
• Substitutions are loaded as soon as we receive the
request.
• We customized the audit to have a signature line for
students and advisors on the PDF printout.
31© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Current Challenges
• SEP
• Getting to understand error messages
• Advisor expectations
• You know I wish Degree Works would…..
• Student expectations
• My Degree Works is not showing ….
• Report
• Can Degree Works track……
32© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Questions & Answers
33© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
Thank you!
Dr. Evelyn Roach
Degree Audit Specialist
Office of the Registrar
East Tennessee State University
roache@etsu.edu
Please complete the online session
evaluation form.
Session ID 12299
Josh Whitlock
Director of IR Applications & Data Systems
Office of Institutional Research
East Tennessee State University
whitlocj@etsu.edu

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12299

  • 1. 1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Report from the Trenches Finding and Fixing Problems Two Years In Evelyn Roach & Josh Whitlock East Tennessee State University April 11, 2015 Session ID 12299
  • 2. 2© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Topics that will be covered • Issue encountered • Transit output • Argos error reporting • and even getting the IT folks involved
  • 3. 3© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Issues encountered • Notes – what notes do I enter here and do I want the student to see the notes • Substitution – volume • Who should have access • Why should I use this tool – we have so many • Trust • Error on the student record – Missing concentration, missing minor – Wrong major – Learner record conflict
  • 4. 4© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Solutions • Created Degree Works issue committee that meets weekly • Visit all department meetings and address issues of concern but also show the possibilities of the software • Market to the students • Prove the naysayer wrong
  • 5. 5© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Role of the DW Issue Committee • Identify and document issue sent in by students/advisors • Fix problems before they are noticed • Recommend policy change that will align DW with what the institution wants to accomplish • “Micro manage”
  • 6. 6© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 TBR Feeder Schools ETSU Northeast Walters Pellissippi Cleveland RoaneVolunteer Motlow Chattanooga Austin Peay
  • 7. 7© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Adding Attributes to Gen - Ed
  • 8. 8© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Substitutions • Students had no way of seeing the substitutions received so they end up doing extra courses, mostly in Gen Ed. – With DW this issue will be solved. Wrong – We had a tub of substitution forms that someone had to input. Mostly involved Gen Ed.
  • 9. 9© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Electronic Substitution Form (jot-form)
  • 10. 10© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Exception Access • Initially only the graduation analyst • But have now opened up the process to allow certain advisors to have access after training
  • 11. 11© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 User with Exception Access
  • 12. 12© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Pivot Table of Substitutions
  • 13. 13© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Petitions – Used by one department only
  • 14. 14© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Managing Petitions
  • 15. 15© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Transit Output • How often do I review this data? • Who should review this data (Functional or Technical users) ? • What is our definition of Functional and Technical users in terms of DW ?
  • 16. 16© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Transit Output
  • 17. 17© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 RAD 30 – Student Action log Number of Errors found in this extract
  • 18. 18© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Grade Error
  • 19. 19© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 • Using Argos to generate a report of error messages Rad 30 Error Report
  • 20. 20© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Banner Form affected
  • 21. 21© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Look at the RAD 30 EQUIV extract carefully
  • 22. 22© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 What we now know • Transit Reports – Can identify errors in the Banner student bridge – Shows which forms in Banner the error stems from – Modify Surecode if this is a global error - such as a missing grade code – Help identify changes during testing
  • 23. 23© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Getting IT involved • Do your research • Provide as much information as possible • Document your request • Use the Commons • Provide a deadline • Have campus wide support for the software
  • 24. 24© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 • Report on student accepted to Grad School but have not posted undergrad degree • Identifying students who need to file to graduate based on percentage complete • Identify students who lack concentrations • Report on repeat process – Physic 3010 D + taken Spring 2012 – Physic 3010 W taken Spring 2013 • W marked as included. Generate report to see how many other students had the same issue. Reports generated as a result of Degree Works
  • 25. 25© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Marketing Efforts
  • 26. 26© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
  • 27. 27© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Degree Works in the Portal
  • 28. 28© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
  • 29. 29© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299
  • 30. 30© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Changes to our Graduation Office • Students can request change of catalog to use Degree Works fully. • Degree Works is now the major/minor sheet for students filing intents. • Clarification of policy to reflect what is displayed on Degree Works • Substitutions are loaded as soon as we receive the request. • We customized the audit to have a signature line for students and advisors on the PDF printout.
  • 31. 31© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Current Challenges • SEP • Getting to understand error messages • Advisor expectations • You know I wish Degree Works would….. • Student expectations • My Degree Works is not showing …. • Report • Can Degree Works track……
  • 32. 32© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Questions & Answers
  • 33. 33© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID: 12299 Thank you! Dr. Evelyn Roach Degree Audit Specialist Office of the Registrar East Tennessee State University roache@etsu.edu Please complete the online session evaluation form. Session ID 12299 Josh Whitlock Director of IR Applications & Data Systems Office of Institutional Research East Tennessee State University whitlocj@etsu.edu

Editor's Notes

  1. The committee work:-- When students have access to DW As soon as they are accepted Have Department provide 4 year plans for every program Determine timeframe to install patches etc. Determine what BAN080 needed to be created Adding attributes to all Gen Ed courses and pushing these back in Banner Using Google analytic to track usage Customize PDF with signature line
  2. Policy is students with associate from a TBR school has met Gen Ed. But our course did not align with the others school so students took extra classes not needed