Student Self Service User's Guide

Transcription

1 Student Self Service User's Guide Table of Contents Helpful Hints... P 1 Accessing Self Service... P 2 Student Center... P 3 MAP (My Academic Plan)... P 4 Degree Map... P 6 Eligibility to Register... P 13 Register for Classes... P 15 Registration Errors... P 27 Campus Finances... P 28 Make A Payment... P 29 Payment Reports... P 34 Payment Method Options... P 35 Adding Authorized Users... P 37 Apply For Financial Aid... P 40 Viewing your Financial Aid... P 42 Campus Personal Information... P 44 Update Address... P 44 Update Phone Number... P 45 Update Address... P 45 Update Internet Address... P 47 Update Emergency Contacts... P 47 Demographic Information... P 48 View Holds On Record... P 48 View To Do List On Record... P 49 Helpful Hints Avoid using the BACK button from the browser menu bar. For Security purposes you will automatically be logged out of Student Self Service after 10 minutes of no activity. Make sure you log out before stepping away from the computer. When printing pages from Student Self Service, use Landscape. This will ensure that the entire page will print. 1

2 LOGIN TO SELF SERVICE 2. Click the Icon and select Sign In 1. Go to Engage.BerkeleyCollege.edu 3. Select the Self-Service Icon 2. Click the 4. Login with your Berkeley College username and password, then click Sign In 2

3 STUDENT CENTER The Student Center is a 360 overview of information that is important to you. It is a single point of entry from which to begin your navigation. It contains your class schedule, enrollment dates, account information, holds, to-do s, web links, etc. 3

4 MAP (My Academic Plan) Access your MAP by selecting My Academic Plan from the drop down list below. 4

5 Your MAP outlines all requirements and courses required to compete your program and graduate. Any questions concerning your MAP should always be discussed with your Academic Advisor. Use your MAP as a guide when building your schedule and registering online. 5

6 Degree Map Degree Map is a tool that allows you to plan out your academic career at Berkeley College. You can plan which terms you would like to take which courses. You can then use that as a more precise guide to build your schedule in College Scheduler each term. It also provides in-depth degree progress as to what requirements/courses are remaining for degree completion. Selecting Degree Map will take you to the Degree Map site. It will present you with the Berkeley College login page. Please use your username and password to connect to the site. After successfully logging in you will be in your Degree Map. 6

7 Degree Progress and Planning Over all progress toward completing all of your requirements. Displays your progress toward your degree requirements (first bar) and displays your progress toward your major requirements (second bar). Displays more detailed information regarding specific requirements necessary for graduation. 7

8 Degree Planning Filter allows you to only display requirements defined here. Contains your degree requirements and major course requirements. Displays terms you can plan courses for. This will display all courses taken, attempted, inprogress or planned. To plan a course expand either your degree or major area. This will display the different requirements and from there you can plan your courses. 8

9 To plan a course, select your term and click Plan. You have just planned on when you want to take a course. Please note this is NOT registering for a course. You can plan as many courses as you would like. If you want to plan for a different requirement, click done and expand that requirement and start planning again. Once the class is planned it will be added under the term you selected. You should pay attention to any alerts. These are informative messages regarding course requirements. This will help you in your planning as you many need to take a prerequisite course prior to the term you are planning to take your recently planned course. See example on left. 9

10 Explore Degrees Explore degrees allows you to view other degree/major options at Berkeley College as well as compare those degrees/majors against the progress of your current degree. Of course always speak with your Academic Advisor regarding any changes. You can search by typing the major you are interested in viewing or you can use the compare tab and pick from a list. Once you select a major to view, it will take a few seconds to load the data and will say Calculating. Once finished, it will return what the major will look like for you based on the courses you have already taken at Berkeley College. 10

11 Explore Careers Explore Careers allows you to see job demand and salaries at the local and national levels for your current major. You can search for other careers either by typing in or searching the career category. You can also set a career goal for yourself. This will then be stored on the profile page. 11

12 Profile Profile page displays general personal information about you, academic information and your course history information. It also displays what career goal, if any, you set for yourself. 12

13 VERIFY ELIGIBILITY TO REGISTER Before you register for classes you need to check 2 items: 1. Do you have holds that prevent self-registration? 2. When can you start registering? 1a. Check if you have Holds. If you do, click details. (See more information below.) 1b. Click the link in the Hold Item to see how the hold impacts registration. 13

14 1c. Follow the instructions to remedy your hold. Click Return to go back to the hold details to check any other holds you may have on your account. 2. Check the Enrollment Date to see when you can start registering for classes. If you have no holds that prevent registration, you can register online as soon as your enrollment appointment begins! 14

15 REGISTER FOR CLASSES 1. Click My Scheduler. 1. Click Open My Scheduler. You will now be transferred to the College Scheduler. 15

16 Select the campus or campuses where you would like attend classes. Only select the locations you know you can attend. Click Save. If more than one term of enrollment is open, select the term you would like to view classes for. 16

17 Scheduler Page Overview 1. Add Courses After clicking Add Course, you can search for courses by Subject or Instructor. Once you find your course, select + Add Course. When you are finished adding all your required courses, select Done. 17

18 2. Add Breaks Once you have finished adding your courses and clicked Done, you will be back at the main screen. If you need to add a break so classes are NOT scheduled during that specified time, do that prior to generating schedules. If you have created a break and want to include it when generating your schedule, check the break you want. It will NOT return classes that run during that time frame. 18

19 3. Generate and View Schedules Once you have completed adding your breaks you are ready to generate schedules. The number of schedules generated depends on the number of campuses selected at the start and offerings. If you have selected all locations, the number of choices returned can be overwhelming. It is best to only select the locations you know can attend. The campus, course and break choices selected generated 12 different available schedules. You can compare up to 4 different schedules at a time or you can view each one individually and select the one that best fits your needs. 19

20 Viewing your schedule comparison provides a snapshot of when your classes are scheduled. You can hover over the blocks to see what course and the specific time. If you like one of the choices you can click Open # or you can go back and compare another 4. 20

21 Now that you have narrowed down your selection, you are almost finished building your schedule. With your schedule of choice displayed, select Validate. This will ensure you meet the requirements for your selected courses and do not have a hold on your record. If you do not meet a requirement for a course, you will receive a message. It is best to go back and select a course you meet the requirements for. If you have a hold, you need to speak with your Academic Advisor. Be sure to check the warnings on the page. These are informative messages that can help you determine the best schedule. 21

22 You have your schedule selection finalized. You have no validation items to address. You have read the warnings. TIME TO SEND TO SHOPPING CART! Once you have sent To Shopping Cart you will now go back into Self-Service to complete enrollment. The page below will display and there is nothing to access from this page. The Self-Service tab/window should still be open in your browser, go back to that to finish. 22

23 Back in Self-Service click Course Enrollment in step 3. Click Import Cart. 23

24 1. Confirm imported courses. Classes in your shopping cart are NOT registered! You must follow the steps below and complete step 3. Click next to review all classes that were imported to your cart. 24

25 If you prefer to not register yourself, you can leave your classes in your cart and make an appointment with your Academic Advisor. To remove a class from your shopping cart, click the trashcan. Click Proceed to Step 2 of 3 to continue the registration process. 25

26 2. Final Confirmation of Classes Click Finish Enrolling if you are satisfied with your selections. 3. Finish Enrolling Read the message and check the status to confirm this course has been added to your schedule. 26

27 REGISTRATION ERRORS After you click Finish Enrolling, you may encounter registration errors. Some of the most common are here: If you have a hold on your record, review Page 13; Step 1 - Registration Eligibility, of this document and then follow the instructions. You will not be able to self-register with a hold. You will not be able to register a course without having taken the pre-requisite. If you get this message, select a different course. You cannot register for two sections of the same course. If you get this message, select a different course. You cannot register over your maximum credit hours. You cannot register for two classes that meet at the same time. If you get this message, select a class that meets at a different time. 27

28 CAMPUS FINANCES Click on the Campus Finances link to access account information, make a payment, apply for financial aid, view your financial aid and access the National Student Loan Data System (NSLDS) website. Account Inquiry displays a summary of your account information 28

29 MAKING A PAYMENT Click on the Make a Payment link from the summary tab or the Student Center. Login with your current username and password 29

30 1. On the My Account page, students and authorized users see links and tabs for features listed at the top of the screen. 1a. The "Make a Payment" button will take you to the Payments tab. 1b. "Make a Payment" action link appears below the Current Balance line. 30

31 2. Payment Amount: Enter your payment options. 2a. Select Current account balance or enter the payment amount. 2b. Enter the Payment Date. 2c. Click Continue. 3. Payment Method: Select your payment method. 31

32 4. Payment Confirmation. The Payment Confirmation screen is your last opportunity to cancel the process before submitting the payment. 4. The final step is to click Submit Payment. The payment is then processed or scheduled and you will be directed to the payment receipt. 32

33 5. Payment Receipt: This is a detailed record of your payment. 33

34 PAYMENT HISTORY REPORTS On this page, you can set one or more filters to view payment reports. All filters are set on this screen; to reset the filters or set additional ones you must return to this screen. Set your options and click View Report. 34

35 ADD PAYMENT METHOD OPTIONS Electronic Check (checking/savings): The account can be either a checking or a savings account; enter all necessary information below. You have the option to save this payment method for future use. Credit/Debit Card Setup: If you select the Credit Card payment method, you will need to enter information about the account. You have the option to save this payment method for future use. 35

36 ACH Setup: To make an ACH payment you must agree to the ACH agreement below. With ACH setup you will be able to: Make a payment from a bank account. Save a bank account as a payment method. Use a bank account with a payment plan. Use a bank account to pay deposits. 36

37 ADDING AUTHORIZED USERS Here you can add a new authorized user. If an authorized user has already been created, the page allows you to update settings or delete the user. Enter the user s address. Allow the user to see the billing statement. If you select No, the authorized user will see the current balance but not the billing statement. Click Continue to add Authorized User. Allow the user to see the payment history. If you select No, then the authorized user will see only his or her own payments in the Payment History tab. 37

38 The Authorized User Agreement: The agreement shows you exactly what information the authorized user will and will not be able to see. When you check the I Agree and then click Continue, the login information is ed to the new authorized user. You can change either of the options by clicking the Update link on the Authorized Users tab. 38

39 APPLY FOR FINANCIAL AID FAFSA on the Web Click on the FAFSA on the Web link from the Student Center Home Page. The link takes you to the Government website where you can apply for financial aid online. 39

40 NSLDS - The National Student Loan Data System is the U.S. Department of Education s central database for student aid. It receives data from schools, agencies that guarantee loans, the Direct Loan program, the Pell Grant program and other U.S. Department of Education programs. NSLDS provides a centralized, integrated view of Title IV loans and Pell grants that are tracked through their entire cycle from aid approval through closure. Access the National Student Loan Data System (NSLDS), from the Student Center Home Page by clicking the link. 40

41 Loan Entrance Counseling Click on the Loan Entrance Counseling link from the Student Center Home Page. This brings you to the loan entrance counseling site which is mandatory for any student that borrows a student loan. Complete the Entrance Counseling below. 41

42 VIEWING FINANCIAL AID Click View Financial Aid. Select an Aid Year to view. Review your Awards Summary. Click on the Loan Details link to view details about your loan. 42

43 View the details for your loan. On the Award Summary page, click on the View Scheduled Disbursement Dates link to view your disbursements dates. 43

44 UPDATING YOUR PERSONAL INFORMATION Campus Personal Information will allow you to update your address, phone number, address, internet addresses, emergency information and demographic information. In addition, you can see if there is a hold on your account or outstanding documents. Under Campus Personal Information, click the link that says Personal Data Summary. This is the summary of your personal data. Addresses Under the same link click Addresses. To change your address, click on the Edit button. To add a new address, click on the Add A New Address button. 44

45 Enter your address and click OK. Select an Address Type. Then click Save. 45

46 Phone Numbers To change your phone number, just type over the current phone number and hit Save when finished. To add a new phone number, click on the "Add A Phone Number button. Addresses To change your address, just type over the current address and hit save when finished. Click the Add An Address link to add a new address; click Save. 46

47 Internet Addresses Click the Add An Internet Address link to add a new internet address; click Save. Emergency Contacts Click the Add An Emergency Contact link to add a new emergency contact; clic Save. 47

48 Demographic Information Review: If any of the information is incorrect, please contact your Academic Advisor. View HOLDS on Your Record From the Student Center, view the details. 48

49 Click the links under Hold Item to see further information. Follow the instructions. Click Return to go back to the hold details to check any other holds. View To Do List on Your Record From the Student Center, view the details. 49

50 Click the To Do Item to see further information. Follow the instructions. Click Return to go back to the "To-Do" details to check any other items. 50