ND HEUG Conference 2006

Student Finance

Student Financials External File Load: MSWord in PDF
This session will go through the steps needed to create a group for posting from data that is in a spreadsheet or flat file. Discuss how to format the data; transfer it to sophie (secured FTP server); define the data in the file to PeopleSoft via the External File Layout; and how to run the process External Files to create the group for posting.

Marie Lindstrom, HECN

Names and Addresses: PowerPoint in PDF
Currently the address information is not directly connected between Student Administration and HRMS. However, when both systems are upgraded they will improve the current use of address types. Also, new descriptions have been prepared by the Address Task Force for each type of address. A brief explanation of each will be provided to each session participant. Includes questions and answer period.

Mary Bergstrom, NDUS-SIS, HECN
Dan Klein, VCSU
Joann Kitchens, LRSC

Drops/Withdrawals/Refunds: PowerPoint in PDF
Business offices often request Records to reprocess a drop or withdrawal to get the refund calculation to be 'correct' or to provide a petitioned refund. Presenters will explore options to process drops or withdrawals without using backdating in order to maintain an accurate academic record.

Janet Reisenauer, DSUU
Annette Viergutz, UND

Letter Generation: PowerPoint in PDF
Question and Answer Session

Chad Gilbertson, HECN
Tricia Campbell, NDUS-SIS, HECN

Reconciling Financial Aid Awards/Distributions to the General Ledger: PowerPoint in PDF
Users will learn how to retrieve data from Student Administration and what was disbursed with what has actually hit the General Ledger.

Angela Uhlenkamp, NDUS-SIS, HECN
Pam Hurdelbrink, NDUS

Here's the Scoop on the Dups! Duplicate ID Reconciliation: PowerPoint in PDF
Duplicates, duplicates, duplicates galore, once you have one resolved you find 10 more! Why are duplicates such a problem? How do we prevent them? What do we do when we learn someone has a duplicate record? What is the school's responsibility in reporting and cleaning up duplicates? Learn about all of these things and see what we are doing to monitor duplicate creations and future plans.

Tricia Campbell, NDUS-SIS, HECN; Charles Fjeld, NDUS-SIS, HECN; Angela Uhlenkamp, NDUS-SIS, HECN
Dennis Junk, NDUS-SIS, HECN and Mary Beergstrom, NDUS-SIS, HECN

Module Integration Discussion (includes data consistency): PowerPoint in PDF
Student record examples demonstrating how one module can impact all the other modules.

Charles Fjeld, NDUS-SIS, HECN

Analyzing Your Data Using Excel: PowerPoint in PDF
XP Version: Excel in a Nutshell Using PeopleSoft Data:MS Word in PDF
ConnectND NDUS Training and Documentation Using MS Excel: Web page link
In this session the user will learn to use features in Excel such as Sorts, Subtotals, Filters, Vlookup Function and Pivot Tables to analyze the data from queries and data dumps. The PowerPoint slide above is a broad outline of the presentation while the real essence existed in using Excel live during the seesion. Excel training is summarized in the XP Version: Excel in a Nutshell Using PeopleSoft Data document with embedded links to other documents. For additional training please check the ConnectND NDUS Training and Documentation Using MS Excel web page for MS Excel documents and companion WebEx recordings (an audio and video walk-through on how to actually do it) on all of the above MS Excel features.

Maria Saucedo, NDUS-SIS, HECN
Dan Johnson, LRSC

05/03/2006