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1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Using Degree Works to Troubleshoot
Banner Issues
Evelyn Roach & Josh Whitlock
East Tennessee State University
April 11, 2015
Session ID 12297
2© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Session rules of etiquette
• Please turn off your cell phone/pager
• If you must leave the session early, please do so as discreetly as possible
• Please avoid side conversation during the session
Thank you for your cooperation!
3© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Introduction
We will discuss how the Diagnostic View
and the Student Data Report in Degree
Works can be used instead of hunting
through multiple Banner screens to
gather information, help in extracting
customizations and test system
upgrades.
4© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Topic #1 Journey of a lonely student
record
5© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Student Record Roadmap
Admissions
•Application
•Transcript information
Records
•Change of Major
•Adding Minor
•End of Term Process
•Grade change
Graduation
•Change of Catalog
Year
•Substitutions
•File Intent to Graduate
•Review advising notes
6© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Degree Works and Banner
• Transfer Classes
• Native class
• Major, Minor, Conc.
• Attributes
• Previous Degree
• Test Score
• Grade
• GPA
• CRN #
• SHATATR, SHATRANS
• SHATCKN, SHACRSE
• SGASTDN, SFAREGS,
SHADEGR, SAAADMS
• SCADETL, SGASADD
• SOAPCOL, SHADEGR
• SOATEST
• SHATERM
• SHAGRDE
• SSASECT
7© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Issues that have been identified
• Missing Attributes
• Missing Grade
• Transcript error
• Repeat Process issue
• Multiple catalog years
• Missing Concentration
8© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Student View
Diagnostic Report
Student Data Report
9© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Diagnostic Report Shows
10© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Student Data Report
11© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Identifying Curriculum Changes
• Minor code renamed
– SPED to SPNT
– TEDU to SEDU
• Advising tracks became valid
concentrations
– EDUM to MAED
12© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Missing Block
STVMAJR
13© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Overall Fix – Create a report
• Used a Pivot table to organize an
Argos report (identified active students in DW)
• Identify codes that not longer exist
– Five minors that no longer existed but
were attached to 59 students
– Invalid concentrations: 110 instances
attached to students (created for advising purpose prior to DW)
14© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
W (withdrawal) Grade
15© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Checking Student & Course Attributes
SGASADD
Student Attribute
SCADETL
Course Attribute
16© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Transcript
17© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
SHATRNS – Update the attribute to fix the course
18© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Testing if course have the correct attributes
• Some courses can satisfy multiple requirements
in General Education
• ENGL 2430 can meet a literature, a fine arts
or a humanities requirement
19© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Multiple Learner record issue
• Graduation check involves SHADEGR,
SGASTDN, SFAREGS, Degree Works
• Student Degree Audit is replaced with future
curriculum
• Proactive solution, create a report that looks for
students missing an undergrad degree and
have been accepted to grad school
20© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
ARGOS Report
select t1.*, t2.*
from admissions_decision t1
inner join admissions_application t2
on t1.person_uid = t2.person_uid
and t1.application_number =
t2.application_number
and t1.academic_period =
t2.academic_period
where
t1.institution_admit_ind = 'Y'
and t1.latest_decision_ind = 'Y'
and t1.academic_period >= '201510'
and t2.student_level = 'GR'
and not exists (select 1
from previous_education ts5
where ts5.person_uid = t1.person_uid
and
(ts5.POST_SECONDARY_DEGREE like 'B%'
or
ts5.POST_SECONDARY_DEGREE like 'M%'))
and not exists (select 1
from academic_outcome ts1
where ts1.person_uid = t1.person_uid
and ts1.STATUS in ('AW'))
and exists (select 1
from academic_study ts2
where ts2.person_uid = t1.person_uid
and ts2.student_level = 'UG')
and exists (select 1
from academic_study ts3
where ts3.person_uid = t1.person_uid
and ts3.PRIMARY_PROGRAM_IND =
'Y'
and ts3.academic_period >= '201510')
21© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Issue – Grad and Undergrad audit displaying on DW
22© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
SOAPCOL
23© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
SFAREGS – Activity Date Fix
24© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Audit now displays all current programs & excludes the
future Grad Curriculum
25© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
MA has stop date on Previnst block, but student currently
enrolled in the MA program
26© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Date comes from the application (SOAPCOL)
27© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Half Intensive Policy
A student transferred 54 credits, but Degree Works indicates that she
still needs full proficiency intensives. Should have ½ proficiency.
28© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Identify the Section and Grade Type
and CRN
Student took a course that is normally a standard grade but was
given an alternate grade of “P”.
29© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Cross Check Banner With Degree Works
Registrar Report
SCADETL
30© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Topic # 2
Testing and Customization
31© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Identify Opportunity for Customization
• Create BAN080 ACT score
32© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Testing - Customizations
Scribe
Diagnostic
Student
Data
Report
33© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
4.1.3
4.1.4
Testing Upgrades
34© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Testing Scribe
MinCredits 24 in @ 3@, 4@
Proxy-Advice "24 Upper Division credits are required. "
Proxy-Advice "You currently have <APPLIED>, "
Proxy-Advice "you still need <NEEDED> more credits."
35© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Student Record Roadmap Graduation
Admissions
•Application
•Transcript information
Records
•Change of Major
•Adding Minor
•End of Term Process
•Grade change
Graduation
•Change of Catalog
Year
•Substitutions
•File Intent to Graduate
•Review advising notes
36© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Summary
• Identifying one error on a Degree Works record can lead to
fixing multiple records
• Students have a smoother path to graduation when issues are
caught early
• Minimize future errors ( people are now aware)
• Able to create custom reports to track issues
37© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297
Thank you!
Evelyn Roach & Josh Whitlock
roache@etsu.edu; whitlocj@etsu.edu

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Degree Works Forum 2015 presentation 12297

  • 1. 1© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Using Degree Works to Troubleshoot Banner Issues Evelyn Roach & Josh Whitlock East Tennessee State University April 11, 2015 Session ID 12297
  • 2. 2© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Session rules of etiquette • Please turn off your cell phone/pager • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversation during the session Thank you for your cooperation!
  • 3. 3© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Introduction We will discuss how the Diagnostic View and the Student Data Report in Degree Works can be used instead of hunting through multiple Banner screens to gather information, help in extracting customizations and test system upgrades.
  • 4. 4© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Topic #1 Journey of a lonely student record
  • 5. 5© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Student Record Roadmap Admissions •Application •Transcript information Records •Change of Major •Adding Minor •End of Term Process •Grade change Graduation •Change of Catalog Year •Substitutions •File Intent to Graduate •Review advising notes
  • 6. 6© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Degree Works and Banner • Transfer Classes • Native class • Major, Minor, Conc. • Attributes • Previous Degree • Test Score • Grade • GPA • CRN # • SHATATR, SHATRANS • SHATCKN, SHACRSE • SGASTDN, SFAREGS, SHADEGR, SAAADMS • SCADETL, SGASADD • SOAPCOL, SHADEGR • SOATEST • SHATERM • SHAGRDE • SSASECT
  • 7. 7© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Issues that have been identified • Missing Attributes • Missing Grade • Transcript error • Repeat Process issue • Multiple catalog years • Missing Concentration
  • 8. 8© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Student View Diagnostic Report Student Data Report
  • 9. 9© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Diagnostic Report Shows
  • 10. 10© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Student Data Report
  • 11. 11© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Identifying Curriculum Changes • Minor code renamed – SPED to SPNT – TEDU to SEDU • Advising tracks became valid concentrations – EDUM to MAED
  • 12. 12© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Missing Block STVMAJR
  • 13. 13© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Overall Fix – Create a report • Used a Pivot table to organize an Argos report (identified active students in DW) • Identify codes that not longer exist – Five minors that no longer existed but were attached to 59 students – Invalid concentrations: 110 instances attached to students (created for advising purpose prior to DW)
  • 14. 14© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 W (withdrawal) Grade
  • 15. 15© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Checking Student & Course Attributes SGASADD Student Attribute SCADETL Course Attribute
  • 16. 16© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Transcript
  • 17. 17© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 SHATRNS – Update the attribute to fix the course
  • 18. 18© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Testing if course have the correct attributes • Some courses can satisfy multiple requirements in General Education • ENGL 2430 can meet a literature, a fine arts or a humanities requirement
  • 19. 19© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Multiple Learner record issue • Graduation check involves SHADEGR, SGASTDN, SFAREGS, Degree Works • Student Degree Audit is replaced with future curriculum • Proactive solution, create a report that looks for students missing an undergrad degree and have been accepted to grad school
  • 20. 20© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 ARGOS Report select t1.*, t2.* from admissions_decision t1 inner join admissions_application t2 on t1.person_uid = t2.person_uid and t1.application_number = t2.application_number and t1.academic_period = t2.academic_period where t1.institution_admit_ind = 'Y' and t1.latest_decision_ind = 'Y' and t1.academic_period >= '201510' and t2.student_level = 'GR' and not exists (select 1 from previous_education ts5 where ts5.person_uid = t1.person_uid and (ts5.POST_SECONDARY_DEGREE like 'B%' or ts5.POST_SECONDARY_DEGREE like 'M%')) and not exists (select 1 from academic_outcome ts1 where ts1.person_uid = t1.person_uid and ts1.STATUS in ('AW')) and exists (select 1 from academic_study ts2 where ts2.person_uid = t1.person_uid and ts2.student_level = 'UG') and exists (select 1 from academic_study ts3 where ts3.person_uid = t1.person_uid and ts3.PRIMARY_PROGRAM_IND = 'Y' and ts3.academic_period >= '201510')
  • 21. 21© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Issue – Grad and Undergrad audit displaying on DW
  • 22. 22© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 SOAPCOL
  • 23. 23© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 SFAREGS – Activity Date Fix
  • 24. 24© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Audit now displays all current programs & excludes the future Grad Curriculum
  • 25. 25© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 MA has stop date on Previnst block, but student currently enrolled in the MA program
  • 26. 26© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Date comes from the application (SOAPCOL)
  • 27. 27© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Half Intensive Policy A student transferred 54 credits, but Degree Works indicates that she still needs full proficiency intensives. Should have ½ proficiency.
  • 28. 28© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Identify the Section and Grade Type and CRN Student took a course that is normally a standard grade but was given an alternate grade of “P”.
  • 29. 29© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Cross Check Banner With Degree Works Registrar Report SCADETL
  • 30. 30© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Topic # 2 Testing and Customization
  • 31. 31© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Identify Opportunity for Customization • Create BAN080 ACT score
  • 32. 32© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Testing - Customizations Scribe Diagnostic Student Data Report
  • 33. 33© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 4.1.3 4.1.4 Testing Upgrades
  • 34. 34© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Testing Scribe MinCredits 24 in @ 3@, 4@ Proxy-Advice "24 Upper Division credits are required. " Proxy-Advice "You currently have <APPLIED>, " Proxy-Advice "you still need <NEEDED> more credits."
  • 35. 35© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Student Record Roadmap Graduation Admissions •Application •Transcript information Records •Change of Major •Adding Minor •End of Term Process •Grade change Graduation •Change of Catalog Year •Substitutions •File Intent to Graduate •Review advising notes
  • 36. 36© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Summary • Identifying one error on a Degree Works record can lead to fixing multiple records • Students have a smoother path to graduation when issues are caught early • Minimize future errors ( people are now aware) • Able to create custom reports to track issues
  • 37. 37© 2015 ELLUCIAN. CONFIDENTIAL & PROPRIETARY | Session ID 12297 Thank you! Evelyn Roach & Josh Whitlock roache@etsu.edu; whitlocj@etsu.edu

Editor's Notes

  1. The audit displays the information in such a way that you can easily identify inconsistencies
  2. Important not only to identify error but to know which department should fix the error.
  3. If a code pops into DW instead of the description, I use the DV to check if a scribe block exist. We had old code in Banner that were used for tracking purpose prior to DW
  4. Clue – Every valid code has a description in surecode