PeopleSoft Financial Management Solutions (FMS) Update

The University has been using PeopleSoft FMS as its financial system of record since Monday, February 5, 2007.  The BG@100 office will continue to provide the campus with assistance in using the system during April.  If you have questions regarding training, contact the BG@100 office BGat100@bgsu.edu .  FMS users that have questions about the system can call the ITS Technology Support Center (TSC) at 2-0999, tsc@bgsu.edu or email the BG@100 project office at BGat100@bgsu.edu .

PeopleSoft Campus Solution (Student Administration) Update

The BG@100 Project team is in the project planning stage for the Student Administration implementation.  The Student Administration application is made up of eight primary modules.  The modules and primary features are listed below.

• Campus Community
  • Establish rules or events to trigger automatic assignment of sets of communication-oriented records throughout Student Administration.
  • Track all incoming and outgoing communication.
  • Create event templates, identify staffing needs, track attendance, and review results.
  • Create degree audit reports to summarize progress.
  • Define committees, identify members, and maintain history.
  • Define reciprocal relationships and manage joint communications.
  • Maintain multiple names and addresses with effective dates, e-mail addresses, and URLs.
  • Manage other demographic data-residency, medical and emergency contacts, and extracurricular activities.
  • Enable constituents to maintain their own data via the web.

• Campus Self Service
  • From Campus Self Service's personalized Student Center page, students can:
  • Access a secure 360-degree view of their relationship with your institution on a single web page.
  • Apply for admission as well as federal financial aid.
  • View class and exam schedules, check enrollment appointments, and enroll or change enrollment in classes.
  • Request transcripts, view course and grade history, and evaluate transfer credit.
  • Generate what-if degree progress scenarios.
  • Manage their student accounts for charges, payments, financial aid, and admission deposit activity.
  • Make online credit card and eCheck payments.
  • View financial aid details, including the cost of attendance, expected family contribution, accepted and net loan amounts, and loan fees.

• From Campus Self Service's Faculty Center page, faculty can:
  • See a complete calendar of their classes.
  • View a list of students who are enrolled or wait-listed for a class, plus those who dropped.
  • Send e-mail to one student, a select group, or all students in a class-with just one click.
  • Access class information, such as start and end date, days and times, and location.
  • Enter midterm and final grades for each student.
  • Write notes to be displayed on a student's transcript.

• Financial Aid
  • Tailor financial aid management to business rules and practices.
  • Track applications, control Institutional Student Information Record (ISIR) loads, and maintain an ISIR audit trail.
  • Design a cost-of-attendance assessment, create student budgets, and calculate needs analysis.
  • Automatically generate aid awards and packages.
  • Ensure that an award compiles with eligibility, then disburse it to the student's account.
  • Process and track federal, state, university, and alternative loans.

• Gradebook
  • Display assignments on the web and state due dates, point assessment, and weighting.
  • Apply values for assignments and class activities.
  • Copy or modify existing class assignment and grading setups to apply to new classes.
  • Define grading scales for midterm and final grade calculation.
  • Record specific notes about individual student assignments.
  • Communicate with students about assignments.
  • Report midterm, deficiency, and final grades online.
  • Calculate an average grade for each assignment.
  • Enter grades and submission dates for each assignment.
  • Assess student progress by displaying category marks as well as calculated midterm and final grades.
  • Import grades from associated class components, such as labs and discussion sections, to use in calculating final grades.

• Recruiting and Admissions
  • Plan and coordinate independent recruitment programs targeted to specific student populations.
  • Match recruiters to prospective students based on region or special interest and monitor your progress toward enrollment targets.
  • Load transcripts, tests, and applications from external agencies and central application services.
  • Capture and analyze student recruiting information from multiple sources, including test loads.
  • Tailor your admissions system according to your institution's varied requirements and evaluation practices.
  • Enable students to apply, track application status, accept or decline admission, and pay deposit fees - all online.
  • Set and monitor enrollment targets, track progress toward recruiting efforts, and analyze admissions decisions and patterns.

• Student Financials
  • Open new accounts easily.
  • Monitor and update student and third-party accounts.
  • Calculate tuition and fees on an individual or group level.
  • Check account balances and post transactions.
  • Generate unique bills for students and third-party sponsors - by department, cycle, and "account past-due" messages.
  • Automate receivables management.
  • Tailor payment plans.
  • Monitor delinquent accounts.

• Student Records
  • Expedite enrollment by processing all permission, deadline, and other course requirements online.
  • Administer enrollment by creating and assigning enrollment appointments to customized student populations.
  • Build dynamic academic calendars for self-paced classes to calculate significant dates, such as drop and withdrawal deadlines.
  • Evaluate course credit transfers and make adjustments to present the best-case scenario.
  • Calculate academic statistics and report results.
  • Customize transcript production and process multiple requests.
  • Establish customized grading guidelines.
  • Improved record maintenance and organization.
  • Maintain course catalog, enrollment, and grading information in a single database.

• Academic Advisement
  • Customize course and non-course degree requirements.
  • Establish and track degree requirements for each student.
  • Customize academic programs for individual students.
  • Create degree audit reports to summarize progress.
  • Compare student academic records to program requirements.

BG@100 Project Office Update

The BG@100 project team welcomes Art Herbert as the BG@100 Student Administration Implementation Project Manager.  Art joined the project team on March 26, 2007.

FMS Post Go-Live Lecture and Question/Answer Sessions

The BG@100 project will offer two sessions to provide FMS users with an opportunity to gain a clearer understanding of the FMS requisition process from start to finish and to help clarify any questions regarding FMS.  The sessions will begin with a lecture/demonstration that will address how requesters should use FMS.  Topics to be covered include:

• Receiving - when to receive and how to receive
• Documents to be used - quick invoice vs. requisitions (low, CNF)
• What to do with work lists
• How to check the status of documents (requisition, quick invoices, purchase orders, receivers, vouchers and payments)
• How to process NEC payments (non employee requisitions)

The lecture/demonstration will be followed by the opportunity to ask questions of FMS functional leads and back-office personnel.

Sessions will be offered from 9:30 - 11:00 a.m. on Thursday, April 12 in 308 Bowen-Thompson Student Union and 9:30 a.m. - 11:30 a.m. on Tuesday, April 17 in 228 Bowen-Thompson Student Union.

Attendees are not required to register; seating will allow for 100 participants per session.  It is suggested that attendees bring a notebook and pen to take notes.  A recap of the question-and-answer session, along with the PowerPoint presentation, handout, will be available on the BG@100 web site following the April 17 session.

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