Faculty and Staff Training

Ram Portal Tutorials

 

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Name Category Description Keywords
Academic Resource Card: A Guide to Access Student Information Staff, Chair, Program & Grad Coordinators, RamPortal This document contains instructions for how to view student's demographic information on SPAIDEN.  
Administrative Home Page Navigation RamPortal 101, RamPortal This page provides instruction to navigate the RamPortal/Banner Administrative home page, used primarIly by the functional office staff.  View the login and home page navigation processes using the drop down menus below.  
Administrative Page Basic Navigation RamPortal 101, RamPortal This page provides instruction to navigate the RamPortal/Banner Administrative pages, used primarIly by the functional office staff. The key block, page header, sections, and bottom page display are used to navigate each page.  
Advising: Assign and Update Student Advisors Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal Use this guide to assign, change, add, or remove a student’s academic advisor in RamPortal using the SGAADVR form.  
Advising: My Advisee Information Faculty & Advisors Use RamPortal to view your advisees, check registration information (time tickets), and manage advisor holds. Choose the option that best fits your needs: a detailed student view (Faculty Center), an at-a-glance list (Advising Listing Card), or a comprehensive report (Advisee Listing Report).  
Advising: Removing Advisor Holds

Indicator, Hold, RamPortal

 Chair, Program & Grad Coordinators, Faculty & Advisors, Staff, Student Success Coordinators, Most Recently Updated This guide provides instructions for advisors on how to remove an Advisor Hold and view a list of advisees with an Advisor Hold in RamPortal.  
Advising: Student Advising Details Report Deans & College Business Managers, Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal This guide provides instructions for viewing the Student Advising Details Report. This report displays student information, credit summary, advisors, holds, tasks, program of study, course history, and financial information.  
Advising: Viewing and Adding Advising Notes Chair, Program & Grad Coordinators, Faculty & Advisors, RamPortal This guide provides instructions for viewing, adding, and editing current advising notes via the student’s Degree Audit, and for accessing historical advising notes (created prior to August 2, 2024).  
Class Registration: Enrolling Students in a Class Chair, Program & Grad Coordinators, Deans & College Business Managers, Staff, Student Success Coordinators, Most Recently Updated, RamPortal This guide provides instructions for how to register students for classes in RamPortal. It also covers registering students from a waitlist, removing a course from a student’s schedule and understanding lab, lecture, and corequisite requirements.  
Class Registration: Errors & Next Steps   This page displays common registration errors, descriptions and next steps to resolve those errors.   

Class Registration: Issuing Registration Overrides

 Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal Use this guide to understand how to issue registration overrides in RamPortal using SFASRPO.  
Class Registration: Register for Courses with a Lab or Corequisite Component RamPortal This video provides instruction to register for courses with co-requisites such as labs, etc. Navigating closed class, waitlist, pre-requisite/corequisite and reserve capacity errors for this situation are also included. LAST EDIT DATE: 11/14/2024
Registering for Courses with a Lab or Corequisite Component Video
 
Class Registration: Plan Ahead Tool Faculty & Advisors, Student Success Coordinators, Most Recently Updated, RamPortal This document instructs advisors on how to create a plan for students within RamPortal using the Plan Ahead tool.  
Class Schedule Report with Roster Details Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, Staff, Faculty & Advisors, RamPortal This guide explains how to access and use the Class Schedule Report to view course sections and student roster details for a selected term.  
Class Sections by Professor Report: How to Access, Navigate, and Customize Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal This document provides instruction for viewing a Class Sections by Professor report via the Academic Department Resources card on the RamPortal homepage.   
Class Search: Browse Courses By Term Deans & College Business Managers, Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal Use this guide to understand how to search for classes in RamPortal using the Browse Courses by Term feature or by using the Class Search tool on the Registrar's website.  
Code Reference Guide: A Guide to Common Codes Found in RamPortal RamPortal This easy-to-print document contains code definitions for Term, Student Status, Registration and Instructional Method codes.  LAST EDIT DATE: 7/29/2024  
Course Information: My Class Roster and My Courses Most Recently Updated, Faculty & Advisors, RamPortal Use this guide to view your class roster, student information, and course details in RamPortal.  
Courses: How to Manage Cancelled Courses with Enrolled Students Chair, Program & Grad Coordinators, Staff, RamPortal This document provides instructions canceling a course, manually removing any enrolled students, and notifying them, as students are not automatically dropped when a course is canceled.  
Courseleaf (CLSS): Access, Training, and Support CLSS/CourseLeaf Courseleaf (CLSS) is the academic scheduling software used at West Chester University to build and manage class offerings. CLSS is accessed through RamPortal; however, CLSS training, documentation, and functional support are managed by the Registrar’s Office.  
Degree Audit: Navigating and Understanding the Audit  Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, RamPortal This guide provides an overview of the Degree Audit in RamPortal.  
Degree Audit: Self Service Petitions Chair, Grad Coordinators This tool is intended to be used by chairs and graduate coordinators to offer major/minor exceptions to students in their program. Chairs and graduate coordinators can now enter their exception petitions directly into the Degree Audit. These requests will workflow to the Registrar’s Office and post directly into the degree audit for students to see. This should only be used for major/minor exceptions. It should not be for general education or other degree requirement exceptions, and not to report an error in the audit.  
Degree Audit - What-If Tool Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal This guide provides instructions for using the What If tool in Degree Audit.   This tool allows students and advisors to run a simulated audit to explore how completed, in-progress, or planned courses would apply to different academic scenarios.  You can use it to see how courses would fit into the student's current program or to explore changes such as a new major, minor, or concentration.     
Degree Clearance Process for Faculty and Staff

Graduation, RamPortal

 Faculty & Advisors, Chair, Program & Grad Coordinators This guide provides instructions for designated faculty clearers to approve or not approve a student’s completion of program requirements for graduation.  
Faculty Management: Assigning Faculty Status, Role, and Department

Deans & College Business Managers, Chair, Program & Grad Coordinators, RamPortal

 Use this guide to assign faculty status, role, college, and department in RamPortal using the Faculty/Advisor Info (SIAINST) page.  
Faculty Workload Assignments SIAASGN Deans & College Business Managers, RamPortal This document provides instructions for Deans and College Business Managers to enter or update faculty workload assignments on the SIAASGN page.  LAST EDIT DATE: 8/21/2024  
Grading: Entering Final Grades in RamPortal Faculty & Advisors, RamPortal
Use this guide to enter and manage grades in RamPortal during the grading window that is emailed from the Registrar Office.   		  
Grading: Change of Grade Request   This guide provides instructions for faculty to submit a Change of Grade Request in RamPortal for courses after the grading window has closed and grades have rolled.     
Grading: How to Approve a Change of Grade Request for Approvers   This guide provides instructions for approvers to review, input decision, and submit a Change of Grade Requests submitted through RamPortal.     
Grading: Change of Grade on Instructors Behalf for Chairs   This guide explains how department chairs can submit a Change of Grade request in RamPortal on behalf of an instructor who is no longer available at the University.  
Grading: Change of Grade Workflow Experience Card   This guide explains how to use the RamPortal Workflow Experience Card to quickly access and review Change of Grade requests awaiting your approval.    
Holds: A Guide to Managing Holds for Staff Staff, Chair, Program & Grad Coordinators, Most Recently Updated, RamPortal This guide provides instructions for staff who manage student holds using the SOAHOLD administrative page in RamPortal.  
My Personal Links - How to Add Links RamPortal This document provides instructions to add favorite links to the My Personal Links card on the RamPortal home page.   
Navigate Reports Navigate

Navigate provides powerful reporting tools to help users track student progress, identify trends, and support data-driven decision-making. To streamline access to relevant reports, we have organized documentation and instructional videos into specific folders based on reporting needs:

Reports by Department – Access reports tailored to academic departments for student tracking, messaging, and resource allocation.
Reports by College – View data and insights specific to individual colleges.
Reports by Major or Minor – Analyze student performance, retention, and engagement based on specific majors or minors.

For technical or  training needs, please email Navigate@wcupa.edu.

  
Navigate Training Navigate Navigate is a student success platform used as a centralized hub for students, faculty and staff to connect and collaborate around student success, and offers various reporting and search options for student information.  The title link to the left will take the user to the Navigate Training web page.   
OnBase Forms Training

Academic Progress Plan, Academic Forgiveness, Term Withdrawal, Graduate Coordinators, Accelerated Bachelor's to Master's Enrollment Request Form, Credit by Exam, Independent Study, Individualized Instruction, Petition for Exception to Policy, Tenure and Promotion

 OnBase Forms OnBase is a centralized system used for managing and automating online forms, which for faculty and staff is accessed outside of RamPortal. The title link to the left will take the user to the OnBase Training page, where instructions for the following forms can be found: Academic Progress Plan, Academic Forgiveness, Term Withdrawal: Graduate Coordinators, Accelerated Bachelor's to Master's Enrollment Request Form, Change/Add/Update Program of Study, Credit by Exam, Independent Study, Individualized Instruction,  Petition for Exception to Policy, and Tenure and Promotion.   
Person Search RamPortal 101, RamPortal This document provides instructions for searching for a person’s information in RamPortal administrative pages using SOAIDEN.  
Search Card: Using the RamPortal Search Card RamPortal 101, Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal This card is used to complete a quick search of the pages within RamPortal and administrative pages. Access to pages is contingent on your security and role. This feature is not available for students.  
Student Profile: Access Student Information  Chair, Program & Grad Coordinators, Deans & College Business Managers, Faculty & Advisors, Student Success Coordinators, Most Recently Updated, RamPortal This guide explains how to access the Student Profile in RamPortal and provides an overview of the information available.  
Transfer Credit Summary: How to View Student's Transfer Credit Summary RamPortal This document provides instructions for faculty and staff to view a student’s transfer credit summary in RamPortal.  
Unofficial Transcript: How to View a Student's Unofficial Transcript RamPortal This guide provides instructions for faculty and staff to view a student’s unofficial transcript in RamPortal using the Student Profile.   

  
Waitlist Errors & Resolutions   This page displays common waitlist errors, descriptions and next steps to resolve those errors.