doc ref: sais user manual individual appointment assignment · 2019-05-07 · file ref: eup - sais...
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
1
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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SAIS User Manual Student Records Author: eUP SAIS and Communications Team Creation Date: 26 November 2014 Last Updated: 17 February 2015 Document Ref: SAIS User Manual – Individual Appointment Assignment Version: 1.1 Approvals: Recommending Approval ______________________________________________ Approved ______________________________________________
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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1. DOCUMENT CONTROL
1.1 Change Record
Date Author Version Change Reference
26 November 2014 Almira Cayetano Michael Argarin
1.0 No Previous Document
17 February 2015 Corinne Renes 1.1 Edited Content and Format Added Document Control Numbers
1.2 Reviewers eUP Core Technical Committee
Name Project Role
Prof. Rowena Solamo
Team Lead eUP Quality Assurance Team
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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INDIVIDUAL APPOINTMENT
ASSIGNMENT
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 1. Log into SAIS using the provided
credentials.
Notes: Validation appointments will not be used
by UP.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 2. Under Records and Enrollment, click on the Appointments navigation.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 3. Search for the student using the search criteria provided.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 4. Select the desired student from the search results.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 5. Make sure that Only Use Term Limits and Use Program Term/Session Limit are selected.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
10
STEP 6. Click on the Find Appointment link.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 7. You may specify some filters using the available fields to lessen the appointments that will be fetched. Click on the Fetch Appointments button.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 8. You will be presented with a list of appointment/s. Click the Select Appointment button adjacent to the appointment you want to assign to the student.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
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STEP 9. You may add more appointments or delete some from the student using the + and - buttons. Click Save to finish the process.
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Doc Ref: SAIS User Manual –Individual Appointment Assignment
Individual Appointment Assignment File Ref: eUP - SAIS - UM Individual Appointment Assignment -17 Feb 2015 (ver. 1.1)
14