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Advisor Center User Guide

 

Lookup Student

To open your Advisor Center, we recommend using Mozilla Firefox as your browser. Once you have opened PeopleSoft, click on the "Advisor Center" tile on your PeopleSoft Homepage.

You can have your Advisor Center open (using the tile) and also open other PeopleSoft windows via the "Open in New Tab" option of your web browser. This can be especially helpful when viewing service indicators.

Advisor Center tile on Homepage

In the navigation bar of your Advisor Center, you will see the option to "Lookup Student."

Lookup Student function in navigation bar

Act as User/View Student Center

Once you have selected the "Lookup Student" function, search for the student by their name or EMPL ID (searching by EMPL ID is much faster). Then select "Act As User."

Searching for Jordan Mustang by EMPL ID in Lookup Student

A pop-up will appear with a FERPA reminder. Click "Continue" to view the student’s Student Center.

FERPA warning before leaving Advisor/Faculty Center to view Student Center

Viewable information in the Student Center navigation bar will depend on your security access.

Example of Student Center navigation bar

While in student view, the message “Acting As: [Student’s Name]” will appear at the top of each page. To exit student view and return to Lookup Student, click “Exit” to the right of this message. If you are on a page where this message does not appear (i.e., classic Student Center pages), return to the Dashboard.

Acting as student message and exit button

DO NOT attempt to exit the student view by clicking the student’s name in the navigation bar and clicking “Logout.” Doing so will log the user out of PeopleSoft.

Logout option that appears in Student Center

Degree Progress Report (DPR)

Users with access to students' Degree Progress Reports must first select "Lookup Student" (see information above for detailed steps).

When acting as a student, open the navigation bar, click "Academic Progress," and select "Degree Progress Report (DPR)."

Degree Progress Report in Student Center

The upgraded DPR has a compact structure and mobile-friendly interface. Click on the requirement box to view more details about requirement areas in the right-hand column. To expand requirements or areas, click on the boxes or carrots to "open" details. To see what course(s) are counting toward the satisfaction of a requirement, click the "View Courses" button. If the requirement is entirely unsatisfied, you will see "No Courses."

All degree requirements found in the "classic view" of the Degree Progress Report (GWR, USCP, 60 upper division units, etc.) are still reflected in the upgraded Degree Progress Report. No new functionality has been added, and no functionality has been removed.

To view general information and important disclaimers, click on the "Additional Info" button at the top of the left-hand column of the DPR. 

Additional Info button highlighted in the DPR

Also in the left-hand column is a "Hide Satisfied Requirements" button. Clicking said button will hide all "Satisfied" and "Satisfied-IP" (in progress) requirements. Please exercise caution when using this function; future-term courses the student has registered for and courses in which grades of I and RP have been earned will also be hidden.

Hide Satisfied Requirements button highlighted in the DPR

The DPR with the "Hide Satisfied Requirements" button selected

In the upgraded DPR, Course Credits Not Used appear after General Education Requirements and before Major requirements. The Course Credits Not Used section is still divided into "Counted" and "Not Counted."

Course Credit Not Used

Helpful Navigation Tip: In Advisor/Student Center, users are able to use the back arrow on their web browser to return to the previous page/display.

Instead of opening individual requirement groups, users can click "View All" at the top of the left-hand column to view all general degree requirements, general education requirements, course credit not used, and specific degree requirements.

View All button highlighted in the DPR

Users can click the "Expand All" button at the top of the right-hand column to expand the details of all requirement areas instead of clicking each one.

Expand All button highlighted in the DPR

Users also have the option of viewing the student’s DPR as a PDF. Click “View PDF” button at the top of the left-hand column. A new window will open with a PDF of the student’s Degree Progress Report.

View PDF button highlighted in the DPR

In the PDF, you can find the type of credit being used to fulfill the student's degree requirement.

When reviewing credit "Type," you will see five different options:

  • TR = Transfer credit
  • EN = Cal Poly enrollment
  • TE = Test credit
  • IP = In progress work
  • OT = Other credit (primarily from international students and military credit)

The PDF is also the fastest way to determine if a substitution or exception was completed. Substitutions/exceptions are noted with a lavender triangle.

A lavender triagle with an exclamation point in it

Expected Graduation Term

Expected Graduation Term information (which was once viewable in the Degree Progress Report) can now be found under "Academic Progress" in the student's navigation bar.

To view this information, first use the "Lookup Student" function. You must "Act as User" to view a student's expected graduation term (please see instructions outlined above).

Expected Graduation Term selected in the Student Center navigation bar

In the navigation bar of your Advisor Center, you will see "Class Search."

Class Search selected in the navigation bar

For detailed instructions on how to use Class Search, please see the Class Search instructions.

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