Center for Student Information (CSI)

This help guide repository has been created for the Alamo Colleges District's Center for Student Information (CSI). Most of the published help guides are specific to CSI's processes and procedures.

Transfer Advising Guides: Verification & Activation Steps

Transfer Advising Guide (TAGs) templates are created in Template Management of Degree Works by the District Academic Success team (DAS).

DAS then records an entry in the DST_Transfer_Advising_Guides folder in the Center for Student Information (CSI) AlamoShare site.

Once DAS is ready for CSI to proof template, the TAG is placed in a Pending-Ready for CSI Review status.

CSI will then verify the live TAG information, found online, against the TAG created within Template Management in Degree Works.

The information entered in the DST_Transfer_Advising_Guide Inventory site also needs to be verified.

Step 1: Access Transfer Advising Guide Inventory

Access DST_Transfer_Advising_Guides Inventory site
Assigned CSI staff will then proof templates for accuracy.

Applying a filter

Filtering the attributes can allow users to pull up templates based on certain information.
- For example, filtering the 'Assigned to' column will allow a user to filter by name (as shown below).

Select an Assigned Record

Remember that we are verifying Template Status: Pending-Ready for CSI Review

The following fields are to be verified against the Student Plan in GPS/Degree Works.

If a TAG Hyperlink in not listed in the Alamo Share TAG Record, search for the Transfer Advising Guide under the appropriate University and Program.

Step 2: Access GPS / Degree Works

ACES Website
On the Home page, locate Alamo GPS.
Chrome and Firefox internet browsers are supported.

Step 3: Open Template Management

Search for Template

There are a few ways to search for the appropriate template for the TAG.

Search by Template Description, ie. name of program.
Sort the ID column (most popular method).
Use the Advanced Search.

Sort the ID column to find the GPS Template Number provided in the Alamo Share TAG Record (shown below).

Clicking the arrow once will sort ascending and clicking it again will sort descending.

Double-click the guide or click Open.

Activate the guide on the following screen by placing a check mark in Active.

To save changes click Save.

Step 4: Retrieve Student Planner

Return to the GPS Home Page.

Enter your Banner ID in the Student ID field.
Press Enter

3. Select Plans.

4. Then select New Plan.

5. Click on Select Template to select the template you just activated and the appropriate term.

6. Sort the Modified column and find the template you activated.

7. Double-click on the template to select the appropriate term.

8. Verify the term entered in Alamo Share.

9. Select the term and click OK.

10. The Student Planner with the appropriate template is now visible, click Save.

11. Select the Notes view from the drop down menu.

Save Student Planner as PDF

12. Select Print to save a PDF version of the Student Planner.

13. A printer-friendly version will be produced and you may have to select print again.

14. Then Save the file as a PDF.

Save file with the following format: SP-(Univ)-Title-Degree-Year-Template Number

For example, the following Student Planner would be saved: SP-(TxST)-Dance(PCC)-AA-BFA-19-20-T1012

Step 5: Proof Student Planner Notes Against TAG in E-Catalog

Proofing

Proof notes against the TAG Hyperlink in the Alamo Share record for accuracy.
Verify that all links work.
Highlight and add comment explaining any inconsistencies in the Student Planner as shown below.

After proofing and documenting all inconsistencies on the PDF, Save the file.
Click Edit Item on the Alamo Share record.

Finalizing

Pay special attention to the highlighted areas below.
- Attach the original Student Planner and the Student Planner after modifications.
- Enter total credit hours from template (which are college-level hours, not transfer credit hours).
- Change the Template Status to In-progress for CSI second review or Complete-Activate in GPS per DIS Academic Success, as directed.
- Enter in the comments section any findings, changes, or inconsistencies.
- Check mark to verify all links were tested.
- Check mart to verify template was activated in GPS (see Step 3: Search for Template).
- Date Processed is the date that you worked on the TAG but were unable to complete it because of inconsistencies, missing program codes and/or major codes, etc.
- Date Complete is the date that all steps, including modifications from Academic Success, have been completed in their entirety.
- Don't forget to Save.