Access.SMU (8.9) Administrative Training Tutorials and Documentation

Quick Links:

General Admissions Financial Aid Student Financials
Academic Advising Campus Community Query Student Records

Access.SMU General Information & Fundamentals

The Basics
FERPA: Family Education Rights and Privacy Act
FERPA: Navigating to the Relationships Page
Access.SMU Settings
Favorites in Access.SMU: Creating, Deleting and Editing
Set User Defaults
PC Settings
Internet Files-IE 6.0:Auto Delete of Temporary files (PC users)
Internet Files-IE 7.0:Auto Delete of Temporary files (PC users)
Export Data to Excel: IE 6 and 7 setup (PC Users)

Access.SMU Academic Advising- AA

Degree Progress Reports
Degree Progress Reports:Understanding Undergraduate
Degree Progress Reports:Understanding Graduate
Degree Progress Reports:Run Undergraduate DPR
Degree Progress Reports:Run Undergraduate DPR through Self Service
Degree Progress Reports:Run Graduate DPR
Degree Progress Reports:Run Quick "what if" or Exploratory
Degree Progress Reports:Run Stored "what if" or Exploratory
Miscellaneous
Assign Initial Student Advisor
Assign Multiple Advisors To A Student
Changing Student Advisors
Run Transfer Evaluations
View a Student's Advisor

Access.SMU Admissions- AD

Getting Started
Search for Existing Applications:Use Search/Match
Check for Matriculation
Enter Applications
Graduate Applicant: GR/TR Data Entry
Update Applicant Data
Update or Add a Name
Add a Different Address Type
Viewing Admissions Information
View Applicant Bio/Demo Information
View Application & Program Data
View Applicant Summaries
View Application Evaluation SummariesComments
View Applicant Test Results
View Applicant Education
View Applicant Academic Interests
View Applicant Relationships
View Applicant Relations with Institutions
View Applicant Work Experience
View Applicant Honors & Awards
View Applicant Extracurricular Activities

Access.SMU Campus Community-CC

Getting Started
View Biographical and Demographical Data
Use Search/Match
Create an SMU ID
Address Information
Update an Address
Add an Address Type
Correct Address History: Correction Mode Security Required)
Service Indicators
View Service Indicator Data
Add Service Indicators
Remove Service Indicators
Emergency Contacts
Update Current Emergency Contact Information
Miscellaneous
View SMU Photo
Add Comments
View Comments
View Checklists
View Communications

Access.SMU Financial Aid-FA

Getting Started - Viewing Financial Aid
Packaging Status Summary
Financial Aid Status
Financial Aid Term
Financial Aid Student Budgets
Award Activity
Award Summary
Aid Year Activation
Scholarship Award-Entry
Scholarship Award- View Activity
Scholarship Award- Search for Item Type
Scholarship Award- Department Reports

Access.SMU Query

Getting Started
Run Queries:Using Query Viewer
Run Queries:Using Query Manager
Create Basic Queries
Edit
Edit Existing Query
Enter Criteria-"Like"
Enter Criteria-"In List"
Enter Criteria-"Equal to"
Edit Column Order and Sort Values
Edit Column Header Descriptions
Add Run Time Prompts

Access.SMU Student Financials-SF

Getting Started
Quick Post
Charge Reversals
View Student Financials

Access.SMU Student Records-SR

Course Catalog
Search for Courses:Course Catalog
Search for Classes: Schedule of Classes
View the Schedule of Classes
Enrollment
View an Enrollment Appointment
Check Negative Service Indicators from the Appointment
Add Classes to a Student's Schedule
Drop Classes From a Student's Schedule
Granting Student Specific Permissions
View Class Permissions
Select Optional Fees:Campus Essentials for Students
Class/Instructor
View the Instructor/Advisor Table
View a Class Roster
Program/Plan
View Student Program/Plan
Miscellaneous
Print Official SMU Study List: Student Schedule
Add or Re-Activate Student Groups
Inactivate Student Groups
View Student Groups
View a Student's Term history and Cum. GPA
Maintain Extracurricular Activities:Student Life Office only
View Extracurricular Activities
Transcripts and Transfers
Run Single/Multiple Transcript(s)
Generating Batch Transcripts
Run Transfer Evaluations
View External Education
View Course Credits
View Honors and Awards
View Student Degrees

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