OIT > Training > Access.SMU Administrative Tutorials and Documentation

Access.SMU Administrative Tutorials and Documentation

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

Access.SMU General Information & Fundamentals

Access.SMU Settings
Add/Update Favorites Web Tutorial  PDF
Set User Defaults Web Tutorial PDF
PC Settings
Add Access.SMU to Trusted Sites PDF
FERPA
FERPA: Family Education Rights and Privacy Act Web Tutorial
View FERPA Authorizations - Relationships Page  Web Tutorial  PDF

Access.SMU Academic Advising- AA

Degree Progress Reports
Understanding the Degree Progress Report (DPR) - PDF
Understanding the Undergraduate Summary Report - PDF
View a Degree Progress Report: Administrative Navigation Web Tutorial 2 min  PDF
View a Degree Progress Report: Self Service Web Tutorial 2 min PDF
View a What-If Degree Progress Report: Admin Navigation Web Tutorial 2 min  PDF
Group Degree Progress Reports Web Tutorial 4 min  PDF
Batch Degree Progress Reports Using Query Web Tutorial 4 min  PDF
Batch Degree Progress Reports Using an External File Web Tutorial 4 min  PDF
Miscellaneous
Assign Initial Student Advisor Web Tutorial PDF
Assign Multiple Advisors To A Student Web Tutorial PDF
Changing Student Advisors Web Tutorial PDF
Run Transfer Evaluations Web Tutorial PDF
View a Student's Advisor Web Tutorial PDF

Access.SMU Admissions- AD

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

Access.SMU Campus Community-CC

Getting Started
Use Search/Match Web Tutorial PDF
Create an SMU ID Web Tutorial
      
Personal Information
View Addresses PDF
Add Address Type Web Tutorial  PDF 
Edit Address Web Tutorial PDF
Correct Address History: (Correction Mode Security Required) Web Tutorial  PDF
View Bio/Demo Data Web Tutorial  PDF
View Email Addresses Web Tutorial PDF
View Names      Web Tutorial  PDF
View Phones Web Tutorial PDF
View SMU Photo Web Tutorial  PDF 
View Person-to-Person Summary Web Tutorial  PDF 
View Relationships with Institution Web Tutorial PDF 
Service Indicators
View Service Indicator Data (Holds on a Student's Account) Web Tutorial PDF
Add Service Indicators Web Tutorial PDF
Remove Service Indicators Web Tutorial PDF
Emergency Contacts
Update Current Emergency Contact Information Web Tutorial PDF
Comments, Checklists & Communications
Add Comments Web Tutorial PDF
View Comments Web Tutorial PDF
View Checklists Web Tutorial  PDF
View Communications Web Tutorial  PDF

Access.SMU Financial Aid-FA

Getting Started - Viewing Financial Aid
Packaging Status Summary Web Tutorial PDF
Financial Aid Status Web Tutorial PDF
Financial Aid Term Web Tutorial PDF
Financial Aid Student Budgets Web Tutorial PDF
Award Activity Web Tutorial PDF
Award Summary Web Tutorial PDF
Aid Year Activation Web Tutorial PDF
Scholarship Awards
Career Search Web Tutorial PDF
Scholarship Awards Entry Tab: Initial Entry, Change & Delete Award Amounts Web Tutorial PDF
Awards Adjustment Page Web Tutorial PDF
View Individual Scholarship Awards Web Tutorial PDF
Scholarship Reports Web Tutorial PDF

Access.SMU Query

Getting Started
Run Queries:Using Query Viewer Web Tutorial PDF
Run Queries:Using Query Manager Web Tutorial PDF
Create Basic Queries Web Tutorial PDF
Edit
Enter Criteria-"Like" Web Tutorial PDF
Enter Criteria-"In List" Web Tutorial PDF
Enter Criteria-"Equal to" Web Tutorial PDF
Edit Column and Sort Order Web Tutorial PDF
Edit Long Descriptions and Column Headers Web Tutorial PDF
Add Run Time Prompts Web Tutorial PDF

Access.SMU Student Financials-SF

Getting Started
View Student Financials  Web Tutorial   PDF
Post Student Transactions & Charge Reversals
Post Student Transactions Web Tutorial  PDF
Charge Reversals Web Tutorial   PDF 
Group Post
 Group Data Entry    Web Tutorial  PDF
 Post Group Transactions  Web Tutorial  PDF

Access.SMU Student Records-SR

Course Catalog
 Browse Course Catalog by Subject Web Tutorial  PDF
View Courses in the Course Catalog Web Tutorial PDF
Schedule of Classes: Class Search  Web Tutorial PDF
Enrollment
View an Enrollment Appointment Web Tutorial PDF
Check for Negative Service Indicators from the Appointment Web Tutorial PDF
Add Class to a Student Schedule Web Tutorial PDF
Drop Class from a Student Schedule Web Tutorial PDF
Swap Class from Student Schedule Web Tutorial PDF
Enrollment Error Messages: How to Resolve Web Tutorial PDF
Enrollment Summaries: Print Official SMU Study List Web Tutorial PDF
Granting Student Specific Permissions Web Tutorial PDF
View Class Permissions Web Tutorial PDF
Class/Instructor
View a Class Roster Web Tutorial  PDF
Instructor Advisor Table Overview            PDF 
Add Newly Hired Instructor to Advisor Table Web Tutorial PDF
Edit Instructor/Advisor Table  Web Tutorial PDF
Inactivate Responsible Person from Instructor/Advisor Table     Web Tutorial PDF
Career and Program Information
View Student Program/Plan Web Tutorial PDF
Update Academic Programs Web Tutorial  PDF
Update Plans within Current Program Web Tutorial PDF
Add Additional Plans to Current Program Web Tutorial PDF
Delete an Academic Plan Web Tutorial  PDF
Update Sub-Plans Web Tutorial  PDF
Update Graduation Terms Web Tutorial  PDF
Process for Creating Dual Academic Programs Web Tutorial PDF
View Student Term Search Web Tutorial PDF
Miscellaneous
Enrollment Summaries: Print Official SMU Study List-Student Schedule Web Tutorial PDF
Update Student Groups Web Tutorial PDF
View Student Groups Web Tutorial PDF
View Student Grades Web Tutorial   PDF 
View a Student's Term History and Cumulative GPA Web Tutorial PDF
Update Extracurricular Activities (Add, Delete & Modify) Web Tutorial PDF
View Extracurricular Activities Web Tutorial  PDF
Class Search / View Textbooks Web Tutorial PDF
Transcripts and Transfers
Run Single/Multiple Transcript(s) Web Tutorial PDF
Generating Batch Transcripts Web Tutorial PDF
Run Transfer Evaluations Web Tutorial PDF
View External Education Web Tutorial PDF
View Course Credits Web Tutorial PDF
View Honors and Awards Web Tutorial PDF
View Student Degrees Web Tutorial PDF

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