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Student Lifecycle Management Academic Advisor User Interface Cookbook

Applies to:
Student Lifecycle Management EHP 3. For more information, visit the Higher Education & Research homepage.

Summary
This cookbook describes the features of the Academic Advisor User Interface and describes its implementation and configuration. Author: Yingzhi Liu

Company: SAP AG Created on: 01 November 2007

Author Bio
Yingzhi Liu is a developer for SAP Student Lifecycle Management at SAP AG.

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Student Lifecycle Management Academic Advisor User Interface Cookbook

Table of Contents
1. Introduction .....................................................................................................................................................4 1.1. Summary..................................................................................................................................................4 1.2 Aim of the document .................................................................................................................................4 1.3 System Availability ....................................................................................................................................4 2. Glossary..........................................................................................................................................................5 3. Usage Guide...................................................................................................................................................6 3.1 Overview ...................................................................................................................................................6 3.2 Advisor Work Center .................................................................................................................................7
3.2.1 Overview page ....................................................................................................................................................7 3.2.2 Reports .............................................................................................................................................................13 3.2.3 Service Map ......................................................................................................................................................13

3.3 Student Info Center .................................................................................................................................14
3.3.1 Family Educational Rights and Privacy Act (FERPA) .......................................................................................14 3.3.2 STIC Overview..................................................................................................................................................15 3.3.3 Application Title and Student Header................................................................................................................16 3.3.4 You can also .....................................................................................................................................................16 3.3.5 View: Overview Page (Academic Factsheet) ....................................................................................................17 3.3.6 View: Bio-demographic Data (Factsheet)..........................................................................................................20 3.3.7 View: Status ......................................................................................................................................................23 3.3.8 View: Academic History ....................................................................................................................................26 3.3.9 Program Data....................................................................................................................................................30 3.3.10 Audit................................................................................................................................................................31 3.3.11 Activity Record ................................................................................................................................................32

3.4 Advising Services....................................................................................................................................34
3.4.1 Display Equivalency Determination...................................................................................................................34 3.4.2 Simulate ED for External Transcript ..................................................................................................................36 3.4.3 Simulate ED self-service ...................................................................................................................................37 3.4.4 Search Transfer Agreement..............................................................................................................................42 3.4.5 Build Module Plan .............................................................................................................................................44 3.4.6 Display Audit .....................................................................................................................................................57

4. Business Package ........................................................................................................................................59 4.1 Prerequisites ...........................................................................................................................................59 4.2 Background .............................................................................................................................................59 4.3 Installation and Configuration .................................................................................................................59
4.3.1 Installation.........................................................................................................................................................59 4.3.2 Configuration.....................................................................................................................................................59 4.3.3 Post-installation.................................................................................................................................................60

4.4 BP Overview ...........................................................................................................................................60
4.4.1 Business Object ................................................................................................................................................60 4.4.2 Portal Content ...................................................................................................................................................61

5. System setup ................................................................................................................................................66 5.1 System Configuration..............................................................................................................................66
5.1.1 Activate Service ................................................................................................................................................66

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Student Lifecycle Management Academic Advisor User Interface Cookbook

5.1.2 Authorization .....................................................................................................................................................68 5.1.3 Build Advisee List..............................................................................................................................................70

5.2 Customizing and Configuration...............................................................................................................71
5.2.1 Mandatory Customizing ....................................................................................................................................72 5.2.2 Important Customizing and Configuration .........................................................................................................74 5.2.3 Advanced Customizing .....................................................................................................................................81

Copyright...........................................................................................................................................................84

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Student Lifecycle Management Academic Advisor User Interface Cookbook

1. Introduction
1.1. Summary The term Advisor UI is the abbreviation for a whole set of web-based applications, designed for academic advisors in universities to support them in advising their students. The Advisor UI offers academic advisors a working environment that is: • Role specific: All the functions are designed especially for the role ‘academic advisor’ and cover the requirements of this role. User-friendly: The complete User Interface (UI) is pattern-based, which enables users to learn and adapt it easily. Also the UI is based on SAP’s latest UI technique, Web Dynpro, which gives users a nice look and feel. Easy Access: All the functions can be integrated into Enterprise Portal. By logging into the portal, users can directly access all functions without further login into different backend systems. High Efficiency: Advisors can obtain the most up-to-date student information in real time, and provide a highly efficient advising service for students. Highly Configurable: The function scope and UI of advisor UI is highly configurable and customizable.

• • • •

1.2 Aim of the document This document covers the following perspectives about the Advisor UI: • • • Usage: How to use the Advisor UI Business Package: How to install Portal Content for Advisor UI Customizing and Configuration: How to customize and configure Advisor UI.

1.3 System Availability • Primary Backend System: SAP ERP2005 - EHP 3. Portal Release: NetWeaver 7.0 (2004s) (SP11 or higher)  Business Package: BP for Academic Advisor (Higher Education & Research). The Business Package is only supported in language English. Other Prerequisites: SAP – BW 7.0 (and higher). (This is optional. It is required only if BW reports are needed)


• •

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Student Lifecycle Management Academic Advisor User Interface Cookbook 2.sap.com 5 . Glossary Term Student Lifecycle Management Academic Advisor Student Info Center Enterprise Portal Business Package BP for Academic Advisor (Higher Education & Research) Information Block Equivalency Determination External Organization Abbreviation SLcM Advisor STIC Portal BP BP for Advisor iBlock ED EO Reusable Web Dynpro Component in SLCM Further Explanation SAP DEVELOPER NETWORK | sdn.sap.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.

sap. STIC enables an advisor to get all the necessary information regarding a student. the advisor needs to get detailed information regarding the advisee. by clicking on the last name of a student in query. my advisees. or via Student Quick Search. Refer to the figure below. e. 3. This portal page gives advisors an overview about the students they are responsible for. Usage Guide This chapter describes the functional scope of the Advisor UI.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. etc. academic history. Advisors can open STIC directly from Advisor Work Center. e.com 6 . Advisors can access the Advisor Work Center automatically if the portal role ‘Academic Advisor’ has been assigned to their portal user. and also offers quick links to related reports and services.sap.1 Overview The Advisor UI is composed of 3 parts or functional layers: Advisor Work Center.g. Advisor Work Center • Student Info Center (STIC) STIC is an upper layer above the Advisor Work Center. bio-demographic info. which appears as a portal page as shown in the figure below. 1. To give correct advice to their students. SAP DEVELOPER NETWORK | sdn.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Student Info Center and Advising Services/ Reports.g.g. • Advisor Work Center The Advisor Work Center is the basic layer and entry point for the whole Advisor UI. Fig. academic fact sheet. e..

3. Student Info Center • Advising Services / Reports Apart from Advisor Work Center and Student Info Center.g.sap. Simulate Equivalency Determination.sap.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. Display Audit. when a portal user is assigned with such a role. Refer to figure 1. As mentioned before. many advising services are also offered. Reports and Services. various sorts of reports can also be integrated into the report page in Advising Work Center.1 Overview page The main function of this page is to offer advisors an overview on their responsible students. And additionally. or help advisor to get more detailed information regarding some particular results. Portal Page ‘Academic Advising’ contains 3 sub-pages: Overview. e. Display Equivalency Determination. These reports can be the ones offered by SAP or customer’s own reports. portal page ‘Academic Advising’ will be automatically available for the user. Advisor Query and Student Quick Search. 3. Build Module Plan.com 7 . e. 2. which can either help advisors to perform individual tasks.2.2 Advisor Work Center The Advisor work center is a portal work set which is assigned to portal role ‘Academic Advisor’. This page contains 3 parts: Navigation Panel. SAP DEVELOPER NETWORK | sdn.g.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.

Fig.1 Navigation Panel The navigation panel is shown on the left side of the overview page. 3. Advisor Work List SAP DEVELOPER NETWORK | sdn.sap. 4.1.1. 3.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. This enables users to navigate inside the overview page (there is currently only one page ‘Work Overview’ offered) or open application services in a new window.2.sap.2.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.com 8 .2 Advisor Work List Service Panel Fig.

1.2.com 9 . For example. In universities. we support several types of work list for searching students. This query has 4 search parameters: • • • • Program of study Specialization(Major/Minor) (optional) Academic Year Academic Session (optional) Based on this query type. the following 3 work list types are supported: • • • My advisees Students for program of study Students for specialization (Major/Minor) 3. you can create multiple queries for different program of studies in different academic periods.2.2.) No parameter is required for this query type. either directly or indirectly specified. Students for program of study This work list type can search for all the students who have registered in a program of study (even with a certain major/minor). etc. the responsibility of advisor could be defined in various ways.sap. all the advisees/students of an advisor are listed in the result table. in a certain academic period. the system generates automatically such type of query. Currently.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. As shown in the figure above. which shows all the advisees for the advisor. my student’s name.g. 3. For example. it can search for all the students who have registered in program of study ‘Mathematics’ in 2007 spring. e. communication methods. (You can assign advisors to a student in student file transaction PIQST00. below is a query for program ‘BA History’ in Summer 2006.2. number. Or advisors can be responsible for all the students register in a certain program of study or major.Student Lifecycle Management Academic Advisor User Interface Cookbook The Advisor Work List enables advisor to get an overview for their responsible students.1 My Advisees This work list type can show all the students directly assigned to an advisor. Query based on work list type ‘Students for Program of Study’ SAP DEVELOPER NETWORK | sdn. Fig.1.2. When an advisor enters the advisor work center. latest advisory note. For example. some advisors might be responsible for a fixed number of students who are directly assigned to them.sap. So there is no need to manually build such a query. Therefore. 5.

To create such a query. Set Query Parameters The parameters with a red asterisk are mandatory parameters. 6. In this query.sap. e. To enter a program ID or specialization. 7. you can just click the link ‘Define New Query’ on the top-right of the query. program ID and academic year are mandatory.com 10 . Refer to chapter 5. Select Query Type • Step2: Enter parameters for search criteria Fig. you can search it via search help by clicking on the icon or using F4 key. Hint: The name of work list type can be customized. SAP DEVELOPER NETWORK | sdn.Student Lifecycle Management Academic Advisor User Interface Cookbook The result of this type of query is similar to query ‘my advisees’. The creation can be done in 3 steps: • Step1: Choose ‘Students for Program of study’ as object type. Fig.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. But additionally. registration information is shown. registration status.g.sap.

3 Students for specialization (Major/Minor) This type of work list enables advisor to search for all the students with a certain specialization (major/minor) under a certain program type. program of study and organization unit information is shown. When user enters advisor work list again. the student will not be shown in the search result. The creation of this type of query is similar to the former one.com 11 . On the right-bottom corner of the query. Create Query In this step. you can assign a category to the query.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. you should give a reasonable name to the query. The result of this query is similar to the result of my advisees. Only additionally. 3. 9.4 Query Update Once the query is generated. it will be cached/saved in the system.1. refer to chapter 5. Optionally. 3. Fig. you can see the time of the last refresh. A category can help you to group the queries. the saved result will be loaded. automatic refresh of the 3 type of work list are by default not activated here. Fig.2. which should include the parameters you have specified. Query Refresh For more details regarding work list mechanism.1. SAP DEVELOPER NETWORK | sdn.sap. User has to trigger the refresh of the query manually by clicking the refresh link. 8.2. To get better performance.2.2. This query has 2 parameters: • • Program Type (optional) Specialization (Major/Minor) This query only searches for students whose specialization is valid currently. If a student’s specialization validates in the past or in the future. But the categories are customizable. SLcM currently does not offer any default category.sap.Student Lifecycle Management Academic Advisor User Interface Cookbook • Step3: Final step.

Fig.1. Student Quick Search You can enter either student name of student number and then press button ‘Go’.sap.2. advisor can select multiple students and then click the ‘Send Email’ button.g. Clicking on link. the advisor can simply click on the ‘Send Email’ link in the result table.e.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. the info center of the student will be opened directly.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.1. the photo of the student will be shown in a popup window.3 Student Quick Search If a student is not included in any of your query. STIC will be opened in a new window.sap. advisor work list also enable advisor to perform the following further actions: • Send Email To send an email to a single student. e. Microsoft office outlook. which is shown below the work list area. 10. 3. But the email link is only available if the email address has been maintained for the student in the backend system. • Show Detail To show the detail information about a student. Fig.2. to look for more detail information about the student. or mark the student and then click ‘Show Detail’ button. then you can see link ‘Show Photo’ in column Student Photo. If only one student is found according to your input. To send emails to a group of students. 11.2. you can either click on the ‘Last Name’ link in the result table. you can use the Student Quick Search function. Then the standard email function in the system will be used. Matching List for the search input SAP DEVELOPER NETWORK | sdn. • Show Photo If the photo of a student has been archived in system. you will see the matching list in a popup with information for all the search result.com 12 .5 Further actions supported Apart from providing overall information. When multiple students are found. open the STIC of the student. i.

the system might find out several ‘smith’. Click on the last name of the student or choose a row and click the OK button. The info center of the student will then be opened.3 Service Map This page is an overview of all the application services which are offered directly in the Advisor Work Center. But these reports are only samples. when you search for ‘smith’. 12. 3. SLcM delivers a group of BW reports as default content in the report page.2 Reports Fig. when user clicks on the Work Overview icon.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Reports Page As shown in the figure above.Student Lifecycle Management Academic Advisor User Interface Cookbook For example. 3. SAP DEVELOPER NETWORK | sdn. Advisors can read the detail description for each service. Via customizing.sap. the service will be started in a new window. users can navigate back the overview page.2. as shown above.2. you can customize the list of reports that should be offered for academic advisors.com 13 . When user click on one service link.sap. The detailed customizing possibility is introduced in chapter 5.

sap.com 14 . shown as initial page The warning text shown in the figure above is just a sample. It is possible to modify them by building your own portal content. Fig. It integrates all kinds of information.3. the user can also open further advising services. By default. SAP DEVELOPER NETWORK | sdn. FERPA Warning. From STIC. refer to chapter 4 for more details. 14.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. In STIC. Service Map The name and description of the services are defined in the business package for Advisor UI.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. FERPA is switched on. Application level: whether FERPA warning has been switched on for the STIC. regarding a student. FERPA warning will be shown in the student info center immediately when the STIC is opened.sap. 13. 3. Users can only view the detail information after they have confirmed the warning. The content of the warning can be customized. whether FERPA warning is shown depends on 2 factors: • • Student level: whether a privacy level has been defined for a student in the student master data. Once FERPA is switched on for STIC and also required by the student. mainly in academic area. You can switch it off when you do not need it.1 Family Educational Rights and Privacy Act (FERPA) FERPA warning is mainly a function used in US universities. 3.3 Student Info Center Student Info Center (STIC in short) is one of the most important and comprehensive functions offered for academic advisor in the whole Advisor UI.

e. 15. build module plan. which you can use to refresh page to get the most updated information.g.sap. Customer can choose other type of student header if necessary.3. STIC’s detail part is composed by the following parts: • • Application Title Student name is shown as key information for the title Student Header This part shows the key information regarding a student. Student Info Center: Floor Plan After FERPA warning is confirmed.com 15 . • Tool Bar + Navigation Panel In the tool bar.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. This part is customizable. The navigation panel contains the possible application services that you can start from the info center. SAP DEVELOPER NETWORK | sdn. the detailed information of a student can be shown.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. there is only one ‘Refresh’ button.2 STIC Overview Fig.sap. As shown in the figure above.

3 Application Title and Student Header Fig.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. In the following chapters. It is possible to customize the Student Header type in the customizing of STIC.sap. But this part is customizable. 16. 3. SAP DEVELOPER NETWORK | sdn. The ‘You Can Also’ part appears in almost all the applications in Advisor UI. (Refer to Chapter 5) If the photo of a student has been archived in the system.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.sap. You will see it repeated later. Related Services: You Can Also The related services of STIC are shown in drop down list box ‘You Can Also’. only 2 services are linked with STIC. e. each view in STIC will be described. First Name).g.3. 17. it will be shown on the right side of the Student Header. which includes: • • • • • Student Number Name Principle Organization Unit Status Main Program The header info shown here is similar to the student header used in the backend transactions. in Student File (PIQST00) or Student Master Data (PIQSTM). You can customize the related services in a way similar to the configuration of report page. Student header is shown right below the application title. Application Title and Student Header Application title is shown in the form of Student (Last Name. By default.3.com 16 .4 You can also Fig. The detail info regarding the customizing of ‘You Can Also’ is given later in chapter 5.

we offer 2 indicators here. 3. 18.3. when the student has any active academic hold.com 17 . All the academic information about the student is summarized in one page. it displays information in a fact sheet mode. Indicators SAP DEVELOPER NETWORK | sdn.sap.5 View: Overview Page (Academic Fact sheet) This is the default view shown in the STIC after the FERPA warning is confirmed. For example. Overview Page As shown in the figure above.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. Currently.5.1 Indicators The indicators are supposed to give advisors the most important signals regarding the current situation of the student.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Fig.sap. Fig.3. 19. a red icon is shown which can be noticed by advisor immediately.

In case no ‘academic hold’ group is defined or a wrong entry is given. a red icon will be shown. Academic Hold: when customizing is missing 3. which include: • Standard address A student can have multiple addresses. Campus Address. • • • Telephone number Mobile Number E-mail address For telephone number.sap. A new customizing entry is offered to define which hold grouping can be considered as ‘academic hold’. If the student does have some fee unpaid.com 18 .com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. a yellow icon is shown here. • Academic Hold This indicator intends to tell advisor whether there is any active ‘academic’ hold for a student. The detail information about the fee calculation result will not be shown here. 21.3. 20.Student Lifecycle Management Academic Advisor User Interface Cookbook • Account balance This indicator checks whether the student has any unpaid fees based on the current fee calculation information in the system. If they are not maintained there. as shown in the figure below. SAP DEVELOPER NETWORK | sdn. Correspondence Address. Only the standard address is shown here. the main contact methods of a student are shown. Fig. Communication Data Here. mobile number and email address.sap.g. Such a customizing has to be defined by customers.5 2 Communication Fig. If a student has any active hold which belongs to the academic hold grouping. then a red icon will be shown here. they are derived from standard address. e. they are read from address independent data first.

3 Current Program Type Progression Fig.3. In such a case. Normally. Program Data SAP DEVELOPER NETWORK | sdn. e.com 19 . In exceptional cases.sap. the current academic standing of the student in undergraduate study. ‘Current’ means that only the progression results that are valid on the current date are shown.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. 3. e. Academic Works in current session(s) In this part. a student may register in multiple program types are the same time. 24.5.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. as some sessions could be overlapping.4 Academic works in current sessions Fig.sap. either graduate or undergraduate. Current Program Type Progression result This part shows what the current progression result for the program type(s) of the current student are. all the student’s academic works in the current session are shown here. a student has only one program type at one time.g.g. e.g.5. There could be multiple current sessions.3. 22.5 Program Data Fig. progression result for all the program types can be listed. summer session and first summer session.5. 3.3. 23.

which includes: • • Organization Unit The organization unit for the program of study should be shown here. e.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. • Specialization (Major/Minor) All the current specializations. Personal Data Here.) SAP DEVELOPER NETWORK | sdn. Admission It shows the admission status and period for the current program of study Anticipated Graduation Date It indicates when the student is supposed to graduate from the program of study. (Refer to Chapter 5 for more details.6. Maybe not all types of info are necessarily maintained in your system. the name initial or third nationality. e. Registration Period Here. If the student has completed/stopped the study in this program.3. In case a student will change specialization in the future. the future specialization (start date is in the future) can also be shown here. the registration end data is also be shown. major or minor. the detailed info for each program of study will be listed. 25.Student Lifecycle Management Academic Advisor User Interface Cookbook This part shows detail information for all the student’s programs of study. The program name is shown as header for each group of info. for the current program are shown.1 Personal Data Fig.sap. unless it is maintained in the backend system. Administrators can also hide the data which are not needed via configuration. Communication Data and Individual Study Data.sap. advisors can get detailed personal information regarding a student.3. • • 3.com 20 .g. When a student has multiple programs of study. 3. The ‘Death data’ of the student is not shown by default. field 3rd nationality is hidden in the figure above.6 View: Bio-demographic Data (Fact sheet) This view includes 3 types of information: Personal data. for example. the initial registration period of the student is shown. All the data shown here are derived from student master data.g.

users can see the detail of each address. with the address abbreviation shown as header info. correspondence address. SAP DEVELOPER NETWORK | sdn. By switch the ‘show’ dropdown list box to ‘Address Overview’.sap.6.3. etc. Standard Address As shown in the figure above.2.3. 26. country and address usage. the user does not see a line here. If no data is maintained. campus address. 3. there are many possible data entries in the master data maintenance part. the ‘building’ information is not maintained in the address. In the street address part. with address abbreviation. users can see other information in other sub-views.2. the standard address of the student is shown.com 21 .2 Communication Data The communication data of the student are shown in this part.3.g. They are displayed in 3 different sub-views: • • • Standard Address Address Overview Address-independent Data By default. users can see an entry here.6.sap. By clicking on the link of address abbreviation in the overview table. e. administrators can hide the fields that are not needed in address data.2 Address Overview A student can have multiple addresses with different address usages. The detail of standard address is shown by default.1 Standard address Fig. e. By changing the chosen item in the ‘show’ dropdown list box. etc.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. Again.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.6. the standard address of the student is shown here.g. 3. users can get an overview of the all the addresses of a student. But only when a data is maintained in the backed end. This is to keep the UI as simple as possible.

6.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.2.3. they would be considered as the default phone number/email address. 27. if a telephone/mobile number or email address is maintained here. SAP DEVELOPER NETWORK | sdn. Address Overview 3.sap.3 Address-independent communication Fig. As mentioned before.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. Address-independent Communication Data In this part. the address-independent communication data can be shown.com 22 . 28. which is shown in the advisor query or overview fact sheet.

6. refer to the figure below. there are 2 sub pages in this view: hold and program type progression result. Tip: How to get more explanation on a field.sap.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.3. By clicking right mouse on a certain field. Currently.3. Individual Study Data Fig.g. SAP DEVELOPER NETWORK | sdn. By selection option ‘More Field Help’. you can see a context menu the field.sap. the detailed explanation (documentation of the data element of the field) is shown here of the field can be shown in a popup window. the individual study data of the student is shown. ‘Time Window’. 3. e. Fig.3. 29. Individual Study Data In this part. 30.7 View: Status More Field Help This view shows the ‘status’ type of info of a student.com 23 .com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.

Switch Hold Status Switch hold status could be the most often used action for an advisor in this hold area. But whether these actions can be really performed depends on the basic authorization check. The detail authorization concept for the whole Advisor UI is mentioned later in chapter 5. 3.sap.7.sap.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. no matter they are active or inactive. the status of the hold can be switched. SAP DEVELOPER NETWORK | sdn. By clicking on the ‘Save and Close’ button. advisor can get an overview on all the holds that have been created for the student.3. Advisor can perform different actions for holds here. academic hold or non-academic hold.1 Hold Fig.1. (Check for Info type 1728 and subtype for hold). For example. Hold Overview Here. By marking a hold and then clicking on button ‘Active/Inactive’. Additionally. the hold will be inactivated and saved.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. 31.com 24 .1 Switch hold status Fig. either from active to inactive or inactive to active. advisor can give comment as the reason for the switch. 32.7. the figure above shows how an active hold is about to be inactivated.3.

2 Display or edit comment In similar way.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. the progression result for all program types are shown here.7.com 25 . by clicking on the ‘Create’ button. e. advisors can also display a hold or edit comment for a hold. advisors can get an overview on all the program type progression results for a student. 33.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.3. If the hold type is study (CS object) related (depends on customizing of hold type).2 Program type progression In this part. Fig.3.7.g. SAP DEVELOPER NETWORK | sdn.3.sap. a new hold will be created for the student. Create Hold Advisor can also create a new hold for a student. 3.7. Advisor can select the type of hold to be created. users can also choose the program of study for the hold.1. 34. If the hold type is student related.sap. They are not introduced in detail here. as shown in the figure above. 3. • Program Type Progression When a student has multiple program types. After pressing ‘Save and Close’ button. both undergraduate and graduate. the program field will be hidden.2 Create a hold Fig.1.

the result which is valid from a future date can also be shown here. end users can freely configure the layout for the result table. 35. even outside of the current university. completed or cancelled.3. are shown.sap. sort by academic period. the calculation of performance indexes is based on all the academic works of the student.3.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. As the result is shown in one ALV table. Academic Work Overview Here. e.sap.8.1 Academic work Fig. For example. only for the academic works completed in year 2006 fall session.Student Lifecycle Management Academic Advisor User Interface Cookbook • For a program type. But it is also possible to calculate performance indices only for a sub-group of academic achievements. as shown in the figure above. etc. 3. But the result which is obsolete (valid only in the past date) will not be shown. SAP DEVELOPER NETWORK | sdn.com 26 .8 View: Academic History This view shows all kinds of academic achievements that have ever been completed by the student in his/her whole student lifecycle. By default. 3. Administrator can also define a default layout for all the users (refer to chapter 5).g. Performance indices assigned to calculation point ‘IB02’ (a new calculation point) are calculated and displayed here. not only the current progression result is shown. all the academic work a student have ever booked.

Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. 3.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. in order to display academic works only for 2006 Fall session. which mainly include module. i. Qualification Overview SAP DEVELOPER NETWORK | sdn. period.sap. a filter row can be shown right below the By clicking on the filter icon column headers. performance indexes are calculated only for the filtered items. the user can enter ‘*2006’ and ‘Fall’ in the filter for academic year and academic session.com 27 . Fig. 37. for year 2006 Fall.3. (Examinations refer to the assessments (CE object) for module (SM object).2 Examination Fig.sap. users can get an overview on all the examinations of a student. After that.e. Examination Overview Here. As shown in the figure above. Set filter for display on the top-right of the ALV table.8. This enables user to calculate performance index in a flexible way. 38.3 Qualification This part includes an overview on all qualifications a student has been conferred. examination name. by clicking on button ‘Update Performance Index’. appraisal and status info.8. number.3. 36.) 3.

8. 39. 2 sub views are available: • • Equivalency Determination Overview (default view) Transferred Academic Achievements Overview 3. Refer to the figure above. In case there is a note for the ED. SAP DEVELOPER NETWORK | sdn.3.sap. Some ED result can also be non system-based. A student can have more than one ED results.8. which means the ED is not based on a certain external transcript. clicking on the note icon.4 Advising Services’.g. Fig. Note for Equivalency Determination To see the details of a certain ED (Equivalency Determination). which shows the detail information about the chosen ED.1 Equivalency Determination Fig.3. Then the application service ‘Display Equivalency Determination’ will be started in a new window.com 28 . the note can be shown in a popup. Equivalency Determination Overview This view shows a summary of all the Equivalency Determination (ED) results that have ever been created for the student.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. e. The ‘Display ED’ service will be introduced in chapter ‘3. one from a high school transcript and one from a college transcript. advisors can mark the ED row and click button ‘Display’.4.4 Equivalency Determination This view is regarding Equivalency Determination. 40.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.sap.

102’ and ‘Hist. Most ED groupings are 1:1 transfers.sap. Internal Academic Achievements Here. There are more fields available in the result table. ‘Hist. By default. note for each ED grouping. you can see the transferred academic achievements. the external achievement’s name and external organization are shown. Administrator or end user can both switch them on. 101’. depending on transfer agreement ‘Hist 1045 – American History’.com 29 . only the most ‘important’ fields are shown here. earned credit and program type. (Those ED will are still in process will not be included here. • • External Academic Achievements Here.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.4. SAP DEVELOPER NETWORK | sdn. 1045’ is transferred into ‘Hist. The Performance indices result for the transferred academic achievements is shown above it.2 Transferred academic achievements Fig. It is a summary crossing all the released ED of a student.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.8. As shown in the figure above. This is a case of 1:2 articulation. only a grouping name).sap. but they are hidden by default. please read chapter 5. there is no transfer agreement for each grouping. But it also could be n:m transfer. These performance indexes should be assigned to calculation point IB03. For more detailed info. Transferred Academic Achievements Overview This sub-view gives an overview on all the transferred academic achievements of a student.3. together with grade.) The table columns in result table are shown in 3 groups: • Transfer Agreement This part mainly includes the agreement applied or a grouping name (for non system-based ED. 41.

this part provides an overview on all the external transcripts of a student. 3. the advisor can find all the registrations information of a student in all the sessions and all the programs.5 External Transcript Fig.3.9 Program Data This view shows overall information about the student’s program of study.1 Registration Fig. Registration Here. in the following different perspectives: 3.9. 43.com 30 . There are 2 advising services linked with the overview table: • • Display ED This can display the current Equivalency Determination result for the external transcript.sap.sap.3. External Transcripts As shown in the figure above. The details about these 2 advising services are shown later. 42.3.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. SAP DEVELOPER NETWORK | sdn. Simulate ED In case ED has not been processed for the external transcript. the advisor can use this function to get a simulated result.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.8.

3. 44. for each registered program. The advisor can see the major or minor of a student. Audit SAP DEVELOPER NETWORK | sdn. the specialization info is shown.3. 3.9.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Technically.3. Graduation Here.3.sap. 45.com 31 .Student Lifecycle Management Academic Advisor User Interface Cookbook 3.9.sap. the advisor can get the admission status of a student in a program.10 Audit Fig. a graduation is the assessment (CE object) for program (SC object). advisor can see a student’s graduation status for each program.9.4 Graduation Fig. 3.3. Specialization Here. 47. Admission Here.2 Specialization (Major/Minor) Fig. 46.3 Admission Fig.

by default. which are not advisory notes. To read more detailed audit information. Select note type In the system.11. the create button has a menu.g.Student Lifecycle Management Academic Advisor User Interface Cookbook This view shows all the audit results a student has. administrator can define which types of student note are considered as advisory note. whether the note is period related. Advisor can see other student notes. 3. advisors will see all the advisory notes of a student.sap. 3.3.11.sap. Advisors can directly select the note type to be created from there.1 Create Advisory Note Fig.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. When a student has multiple advisors.com 32 . by clicking on the radio button ‘Other Notes’. they can also have different features. 3.11 Activity Record There are 2 sub-views for activity records: advisory note and activity document. which lists all the possible types of advisory notes.1. Then advising service ‘Display Audit’ will be called. The detailed description of the ‘Display Audit’ service is shown later. Via customizing. SAP DEVELOPER NETWORK | sdn. These note types help advisors to categorize their notes.3. As shown in the figure above. Refer to chapter 5.g. there could be multiple types of advisory notes. Advisory Note Here. e.3. Advisory note is a special kind of student note. Advisors can get an overall result here. each advisor can read these notes. ED notes or module plan notes. hold notes. 48. 49. e. And also via note type customizing. users can make an audit can click the ‘Display Audit’ button. These advisory notes are ‘public’. which shows detailed audit result in a new window.1 Advisory Note Fig.

a popup will be shown. To delete an advisory note. display advisory note in a popup.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. advisors can enter the program of study of the student as context. advisors can also enter different context information for a note. where advisors can enter detail information about a note.1 Edit. For example. the note will not be saved.com 33 . 3.sap.1. to enter a note for module plan. the advisory will be created. Depending on the customizing of the note. a popup will be shown to ask for a confirmation. Display or Delete Advisory Note In a similar way. 50. advisors can also edit. Create an advisory note After a note type is chosen.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.3.sap.11. By clicking ‘Save and Close’ button. If the ‘Cancel’ button is clicked. SAP DEVELOPER NETWORK | sdn. Refer to the figure above.

51.com 34 .sap. The advisor does not have to create them manually.1 Display Equivalency Determination This service is integrated with view Equivalency Determination in STIC.4 Advising Services Advising services are offered in the following 3 areas: • Equivalency Determination o Display Equivalency Determination o Simulate Equivalency Determination ƒ ƒ • • for Ext. Activity documents are created automatically in the system. e.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. 3. SAP DEVELOPER NETWORK | sdn.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.4. Work o Search Transfer Agreement Module Plan o Build Module Plan Audit o Display Audit o Check Audit These services are integrated into the whole Advisor UI. 3.g. who have changed the appraisal of a student.2 Activity Documents Fig. Activity Documents This view shows all the activity documents for a student. either with Advisor Work Center or with STIC. which is a trace on all the activities done for the student in the system. transcript for Ext.3.11.

Student Lifecycle Management Academic Advisor User Interface Cookbook All the (official) Equivalency Determination results are listed in STIC view Academic History -> Equivalency Determination. acad.sap. • • Title: Shows the ED type + External Transcript name (EO name + Issue date). Achievements.4. • You can also: currently there is no related service. 52. depending on whether the ED is generated based on external transcript or not: • • System-based: ED for external transcript Non system-based: ED unrelated with external transcript 3. • Transferred work This part shows an overview on all the articulations between ext. o ED Header: the key info regarding the external transcript and the ED status are shown here.sap. Display a ‘System-based’ ED The ED detail application includes the following parts. Student Header + ED header o A simple student header is shown here.1. There are 2 types of ED in the system.1 System-based ED Fig.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. The table structure is similar to the transferred academic achievements overview in STIC. other type of student header can be used. But via customizing.com 35 . Achievements and int. But this part is also customizable. SAP DEVELOPER NETWORK | sdn. This service enables advisor to get a detailed view on the result of a certain ED. acad.

2 Non system-based ED Fig.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.2 Simulate ED for External Transcript As mentioned before.com 36 . • • • Title: ED type + ED name Student Header + ED header The ED header here only includes ED status info. For each ED grouping. Advisor can mark the checkbox in the select column to decide which transfer agreements should be applied. the ED simulation result can be shown directly when the simulation service is started. 53. as shown below. When there is no ED created for an external transcript yet.4. advisors can use the ‘Simulate ED’ function to get a simulated result. The simulation result could be different from the final result. Display a ‘Non system-based’ ED The non system-based ED result is different from the system-based ED. as the final ED can be manually modified. Refer to the figure below.4. It has only 2 groups of columns: The ED grouping and Internal Academic Achievements.sap. all the conflictions will be listed to advisor first. 54. Note for ED grouping 3. Transferred work Here.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. Fig. the simulation result is derived completely according the existing transfer agreements. Here. SAP DEVELOPER NETWORK | sdn.1. Normally. if there is any note for it. The note detail will be shown in a popup window. But in case there are conflicted transfer agreements. advisors can open the note by clicking on the note icon. this service is integrated with the view ‘External Transcript’ in STIC.sap. the result table is different as the one in system-based ED.

Advisor just needs to follow the steps to complete the whole task. advisors can use the Simulate ED Self-service function to simulate ED.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.3 Simulate ED self-service In many cases. Conflictions between transfer agreements After clicking the button ‘Solve Conflict’. This service does not require advisors to select any student. there is no external transcript for a student yet in the system. In these cases. 55. or the student is still a prospect. Advisor can start the service from the service panel or service map. the simulation result will be shown as below. So it is integrated directly in the Advisor Work Center. 56. SAP DEVELOPER NETWORK | sdn. It will not be stored in the system. who has not been admitted yet. The whole service is executed in a road-map pattern.4. Simulation Result This result is just a simulation.com 37 .sap.sap.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. 3. Fig.

sap. (In case no transfer agreement exists for an EO.com 38 .) After selecting the EO. 58. 57.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. If you directly click on the search icon. all the external organizations which has transfer agreements will be listed. advisors should select the external organization of the student.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. advisors can press button ‘Enter Subject’ to go to the next step.3. the search result of the input is shown in a popup window. In this step. Select via Search Help A search help is offered to help searching for the external organization (EO).1 Step1 Fig. Initial Screen Above is the initial page when starting the service. By entering the full name or part name of the EO and then clicking on the search icon . SAP DEVELOPER NETWORK | sdn.sap. A quick help is displayed under the roadmap. There is also help info for the input field for external organization.4. as shown above. without entering anything. the EO will not be listed in the search result. Fig.

advisors should enter the subjects taken by the student from the EO. Clicking on the same link again. Advisor can get a list of all the offered the subjects of the chosen EO from left-side table. the pop in will be closed. Pop in for description of subject SAP DEVELOPER NETWORK | sdn.2 Step 2 Fig. 59. Column ‘Transferable’ indicates that whether the subject can be transferred according to transfer agreements. 60.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. All offered subjects In the 2nd step.4. Clicking the subject name. the description of the subject can be shown as a pop in.sap.sap. Fig.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.3.com 39 .

com 40 . the marked subjects are added to the ‘Taken Subjects’ table. Advisors can first enter the year and session.sap. SAP DEVELOPER NETWORK | sdn.sap. Select taken subjects By clicking ‘Add’ button. as it can influence the simulation result. Advisors also need to enter the grade of each subject.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. as shown in the figure below. and then mark the subjects taken in the period. and the given year and session are set for each subject. Fig. The grade is a mandatory entry. 61.Student Lifecycle Management Academic Advisor User Interface Cookbook Students normally have taken subjects in different academic period.

3 Step 3 In similar way.4 Step 4 Fig.com 41 . advisors can see the simulation result of ED together with performance indexes result. 63. advisors can also enter external qualifications in a similar way.4.3. Simulation Result Here.3.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. advisors can simply skip the step. In case the student has no external qualification. Add taken subjects 3. These performance indexes are assigned to a calculation point ‘EDSM’. By clicking the ‘Simulate’ button.4.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.sap.sap. 62. 3. the simulation result will be shown in step4. SAP DEVELOPER NETWORK | sdn.

But additionally.com 42 . advisors can navigate to other related services from the “You Can Also” section.3. 3.4. In the final step.4 Search Transfer Agreement Similar to the Simulate ED Self-service. The “You Can Also” section is also customizable. search transfer agreement. Final Step After simulation task is done.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. advisors can click on the ‘complete’ button and come to the final step.g. the Search Transfer Agreement service is also integrated into the Advisor Work Center. advisors can search for transfer agreements in different ways.4.sap. as shown before. • Get all the transfer agreements of a certain external organization SAP DEVELOPER NETWORK | sdn. By switching the ‘Search By’ options. it can also be started from the completed step of Simulate ED Self-service.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. 64.5 Step 5 Fig.sap. e.

advisors can search for all the transfer agreement related with a subject (SU object) or external qualification (EQ object). priority for transfer agreement.sap.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap. • Get all the transfer agreement for a certain internal academic achievement SAP DEVELOPER NETWORK | sdn. Search for all the transfer agreements for an external organization Here. advisor can specify more detailed searching criteria. all the transfer agreements for the given external organization can be shown. • Get all the transfer agreement for a certain external academic achievement Fig. e. Clicking on the ‘Advanced’ link. 66.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.g. 65.com 43 . Search for all the transfer agreement for a subject Here.

5. 67.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.5 Build Module Plan Advising service ‘Build Module Plan’ is integrated in STIC. the advisor can see all the programs or program types the student has registered for in module plan context area. 68. For example. if the module booking context is ‘Program’. 3.com 44 . the advisor will first see one initial screen. The search result could include transfer agreement from multiple external organizations. advisors can search for all the transfer agreement related with module (SM object). SAP DEVELOPER NETWORK | sdn. For example. Each module plan is context based. as shown below. there can be only one module plan currently. The module plan context is consistent with the module booking context.4. advisors can build a module plan for each program/program type. But for each program/program type.sap. as shown in the figure above. Search for all the transfer agreements for a module Here. 3.1 Initial Page When the service is started. Advisors can start building a module plan for a student by selecting the service from the “You Can Also” part of STIC. then only the program will be shown as the module plan context. Fig.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. Initial screen In this initial screen. credited work (CW) object or qualification (CQ object). advisors can check what is equivalent to a certain module.4. The “Build Module Plan” service enable the advisor to suggest to the student what courses should be booked in order to fulfill the requirements of program of study. which means if a student has registered in multiple programs or multiple program types.

sap.2 Display Module Plan Fig. 69. the existing module plan will be opened. there are 3 detail views: o In Plan Only o Booked Already o All Academic Work Note: for each advising service or STIC. If there are already module plans available. Refer to chapter 5. the terminology. Advisors will see nothing in the view ‘In Plan Only’ and ‘Booked Already’.com 45 . • • • SAP DEVELOPER NETWORK | sdn. But it is possible to predefine default module plan content via BAdI ‘Define Default Module Plan’.sap. 3. Then via implementing the BAdI. program + program type is shown. the module plan for the chosen context will be opened. This will be introduced later. As shown in the figure above. and you can rename the view. Detail Views For each module plan. there is common requirement for all the students in a certain program. For example. commonly required courses will be filled into the module plan when a module plan is initially opened or created. View: In Plan Only A new module plan is usually always empty. By clicking on link of the context. they will be listed in the table ‘All available module plans’.4. the module plan context is shown there. The main components in a module plan are listed below: • Title In the application title.Student Lifecycle Management Academic Advisor User Interface Cookbook By clicking on the ‘Start’ button.5. program or program type. Student header The header here is customizable You Can Also There is one related service for module plan: Check Audit. An existing module plan. The details about the BAdI will be mentioned later.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. visibility and sequences of the views are all customizable.

it is shown in view ‘Booked Already’ here. credits. advisors can get an overview on all the academic works ever booked. This course is also suggested by the advisor and stored as a part of the current module plan. period. The pop in enables advisors to see the detail schedule.4.1 View: In Plan Only This view shows the planned modules or offers of a student which have not been booked yet. and instructor for each event. 3.com 46 .2 View: Booked Already Fig.4.2. the advisor can click on the triangle in the detail column.3 View: All Academic Work In view ‘All Academic Work’. event package. 70. The terminology used here might be different from yours. advisors can see the overview of the planned course.5. This will be introduced in the chapter 5. completed or even cancelled by the student.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. The view here shows the same content as the ‘academic work’ SAP DEVELOPER NETWORK | sdn. there are 4 courses suggested by the advisor. address. it will not be moved from view ‘In Plan Only’ to view ‘Booked Already’.g.2. Fig.sap.5. etc.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. But since the course is booked. You can configure the terminology via configuration for WebDynpro Applications. To see the details of a course. As shown in the figure above.2. e. Once a planned course is booked. The planned events of the course will be shown as a pop in below the course row.5. 71. which include module name. event package.sap. you can see that there is one course shown there.4. Course Detail In a module plan table. 3. View: Booked Already As shown in the figure above.

Student Lifecycle Management Academic Advisor User Interface Cookbook

view in STIC. This view is offered as background info for the advisor. If such a view is not necessary, it can be hidden via customizing.

Fig. 72. 3.4.5.3 Check Audit

View ‘All Academic Work’

To help advisors to find out what is required by the program of study for the student, application service ‘Execute Audit’ is combined with Module Plan service. By selecting ‘Check Audit’ from the You Can Also drop down list box, advisor can execute an audit run for the program specified in the module plan context. Such an audit run will check audit requirements based on both the academic works completed/booked by the student and those suggested in the module plan, in order to check whether the planned course can fulfill requirements or not.

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Student Lifecycle Management Academic Advisor User Interface Cookbook

Fig. 73.

Start ‘Check Audit’ from You Can Also

Fig. 74.

Initial Page for Audit Execution

As you can in the figure above, an initial page is shown before audit is executed. In the initial page, advisor can see the program name, requirement profile of the program and audit execution mode. Normally, the parameters are already filled automatically. Only in special case, the advisor needs to select context parameters. There are 2 prerequisites before an audit can be executed for module plan. • • A requirement profile for the program of study has been created for the student. There is execution mode permitted for module plan (Defined in customizing. Refer to chapter 5).

Below the audit run context, existing audit runs for the current program is shown. Advisor can directly open on existing audit. To execute an audit for the current context, the advisor just needs to press ‘Start’ button. Then the audit execution result is shown, as the figure below.

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Student Lifecycle Management Academic Advisor User Interface Cookbook

Fig. 75.

Audit Execution Result

The result details are explained below. • Header (Student header + Audit Header)

Here, advisors can see a simple student header together with a audit header. Audit header contains the key info regarding the current audit run. • Detail Views

There are 2 views for audit result: Audit Details and To Be Booked. Audit details view has 3 sub-views: all details, academic work usage and calculation details. The 3 sub-views show the requirement result in different detail level. Sub-view ‘Academic Work Usage’ shows only the academic work usage of each requirement. Sub-view ‘Calculation Details’ shows only the calculation result for each requirement. Sub-view ‘All Details’ then shows both academic work usage and calculation details. Again, the views here are customizable. You can customize the terminology and can also hide the (sub) view which you do not need. By default, advisors will see the ‘all details’ sub-view. This view contains mainly 2 parts. On the left side, all the (sub) requirements of the program, which have been defined in the requirement profile, are shown in a requirement tree. The red icon indicates that the requirement has not been fulfilled yet. Otherwise, a green icon is shown.

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Student Lifecycle Management Academic Advisor User Interface Cookbook

On the right side, all the detailed information regarding each (sub) requirement is shown. Advisors can see the calculation details of each sub-requirement and also the academic works used to fulfill the subrequirement. To take a detailed look into a single sub-requirement, ‘Zoom-in’ function is offered. Advisors can click on the sub-requirement name from the left side, and then the detail information only for the chosen sub-requirement is shown on the right side.

Fig. 76.

‘Zoom-in’ into a single sub-requirement

As shown in the figure above, the sub-requirement requires 9 credits in European history. The student has completed/booked 2 academic works which can used to fulfill the requirement. But these 2 courses offer only 6 credits. Still 3 credits are needed.

Fig. 77.

Sub-view ‘Academic Work Usage’

Above is a result from sub-view ‘Academic Work Usage’. You can only see the academic work usage table for each sub-requirement in this sub-view.

View ‘To Be Booked’ is a summary of all the courses that are used to fulfill requirements, but not booked yet, i.e. only suggested in the module plan.

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4.com 51 . The course is shown here only because it has been proposed in the module plan. This is only a rough suggestion.100’ listed in the ‘To Be Booked’ view. 79. A used suggested course for a sub-requirement As shown in the figure above. Correspondingly. which will be introduced in the next chapter ‘Edit Module Plan’. Then advisors can add new suggestions in the module plan. if an advisor suggests a course. Fig. 78.4 Edit Module Plan To edit the module plan.sap. In summary. advisor can see course ‘Biol. SAP DEVELOPER NETWORK | sdn. advisors can then tell which (sub) requirements are not fulfilled yet. course ‘Biol. View ‘To Be Booked’ This view can help advisors to double check on their suggestions. Therefore.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. via Audit Check.5. There are 2 options for adding new suggestions: • • Add Module Add Offer Add module means only suggest which module should be booked in a period. then such a course will not be listed in this view. they can use the audit check function again to double check whether the new suggestion can fulfill the (sub) requirements or not. which means that the course has not been booked yet. Add offer enables advisors to suggest not only the module. but also the event package or events to be booked for a certain period. Then the whole button row will be enabled. the advisor has to press button ‘Display/Change’. So offer means Module + Event Package/Events. 3. but the course cannot be used to fulfill any requirement.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.100’ can fulfill requirement ‘Laboratory: 3 CRH’. After advisors have added new courses. As you can see the status of the course is empty. advisors should double check whether such a course really should be suggested or not.sap. For example.

4.sap. e.sap.com 52 . User can choose other session if needed.1 Add module Fig. then all the module with a name containing ‘hist’ will be checked.Student Lifecycle Management Academic Advisor User Interface Cookbook 3. The current year and session is chosen by default. advisor can search which module can be booked for a certain period. • Search by module You can either select a module via the search help. SAP DEVELOPER NETWORK | sdn.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. ‘hist’. Open ‘Module Search’ popup As shown in the figure above.5.4. and then only the selected module is checked. Or you can only give a string in the input field.g. 3 search methods are offered in the ‘Search By’ drop down list box. Here. 80. the module search function is shown in a popup window.

button ‘Add to Module Plan and Close’ will be enabled. Module Detail Pop in As shown in the figure above. the marked module is added to the booking plan. By clicking on the module name. 81. Clicking on the module name again. the pop in will be closed. In the search result. SAP DEVELOPER NETWORK | sdn. Fig. Clicking on button ‘Check Module’. Clicking on the button. advisors can tell whether a certain module is already booked or completed by the student from the column ‘Booking Status’. 82. Search for ‘hist’ module For example. After at least one module is marked.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.com 53 . the system will list all the modules with string ‘hist’ in their name and offered in session 2007-08/Fall.sap.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. the system can check whether there are still free seats in each module. advisors can read the description of the module and also check whether it is a prerequisite or corequisite. the module’s detail information is shown in a pop in. Advisors can mark the modules to be added to the module plan. as shown in the figure above. when user press ‘search’ button.sap.

etc. e.g. • Search by organization unit This option enables advisors to search for all the modules that are offered by an organizational unit (Derived by default via evaluation path O-O-SC-CG-SM). 3.sap.5.4. credit range. Advisor can also search via 3 search methods same as in module searching.com 54 . But additionally. instructor. 83.sap. which enables users to specify more details for the offer.4.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.2 Add offer Add offer is similar to the add module from the searching options.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Mark a module to be added Fig. campus. • Search by program Modified Booking Plan This option enables advisors to search for all the modules that are offered by a program of study (Derived by default via evaluation path SC-CG-SM). advisors can use the advanced search. 84. SAP DEVELOPER NETWORK | sdn.

103’ has one event.105 does not offer any event package. and the 3 events belong to 2 event type.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. to check if the offer is still open and whether they have time conflicts with the existing bookings. In case the module only offers events. without event package. In the search result.sap. the user can see the event information for the corresponding event package.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. But it offers 3 events in the given period 2007-08/Fall. Advanced Search Now suppose we search again for all the offers of the modules with name ‘hist’ in academic session 200708/Fall. 87. Advisors can make a check on all the offers. event package ‘BB_MIT5’ of module ‘Hist. By opening the detail of the offer. Fig. Search Result with details As you can see in the figure above. 85. Check Result SAP DEVELOPER NETWORK | sdn.com 55 . Fig.sap. module and event package are shown in the result. Module Hist. 86. all the events of the module can be shown in the detail part.

advisors can mark the row with both module and event package. Note: The entire edit module plan options.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. To add an offer with events to module plan. either has not more open seats or does have a time conflict. 89. time conflict. add/edit/delete.5.4 Delete Edit a planned module/offer Delete can remove a planned module/offer from the module plan. the red icon indicates the offer cannot be booked. the detail reason can be shown.4. Moving the mouse on the icon. 88.Student Lifecycle Management Academic Advisor User Interface Cookbook As shown in the figure above. scale for appraisal and assessment method for a module/offer.g. 3.4. As shown in the figure below. the advisor has to select events first. e.3 Edit Add offers to module plan After adding a module or offer to a module plan. Refer to the figure below. 3.4.com 56 . advisors can also read the detail information for a module in a pop in. SAP DEVELOPER NETWORK | sdn. and then add the offer. Advisors cannot change anything in view ‘Booked Already’ or ‘All academic Work’. To add an offer with event package to module plan. Fig.sap.5.sap. advisors can further edit it in order to specify more details on how the module/offer should be booked. advisors can change the attempted credits. Fig.4. Same as before. only works for the items in view ‘In Plan Only’.

sap. It shows the result of an existing audit run.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. SAP DEVELOPER NETWORK | sdn. Fig. 3. The check result will be shown below the header area.4. system will check whether all the planned module/offer can be really booked or not. By clicking button ‘Test Booking’. 90. 3.5.Student Lifecycle Management Academic Advisor User Interface Cookbook 3.com 57 .4.6 Display Audit This application service is combined with view ‘Audit’ in STIC.4.5.6 Save Test Booking In the end.sap. as shown in the figure below.5 Test Booking Advisors can make a booking simulation. advisors need to save all the changes done to the module plan by pressing the ‘Save’ button.

Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. Display Audit As shown in the figure above.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Therefore this is not explained again in detail here. SAP DEVELOPER NETWORK | sdn.sap.sap. 91.com 58 . the result is almost same as ‘Check Audit’.

1 Setup System Object After installing the BP.2 Background Almost all the iViews included in this BP are WebDynpro ABAP iViews.3. SAP DEVELOPER NETWORK | sdn.sap.sap.Student Lifecycle Management Academic Advisor User Interface Cookbook 4.1 Installation Limitation: Please be aware that the BP contained in this note is only in English language. 4. with release IAP SP1 or higher. o SAP_ECC_HigherEducationAndResearch This system alias should be assigned to a system object which is configured against Student Lifecycle Management system.3 Installation and Configuration 4.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. which means you do not need to configure any JCo connection for this BP. you can contact SAP via component EP-PCT-HER. the follow-up configurations in portal are listed below. In case of software issue with the BP.2.3. with a few exceptions.1 Prerequisites Refer to chapter 1.3. 4. 4.2 Configuration After you have installed the BP into your portal. • • System object Portal User 4. you need to setup 2 system objects in your portal with the following 2 system aliases. o SAP_BW This system alias should be assigned to a system object which is configured against BW system. Business Package This chapter covers mainly how the business package can be installed in the portal. There is no Web Dynpro Java iViews in this BP. And this BW system should include the BW queries which you want to use in report page. 4.3.com 59 .

4. the business objects for BP Advisor are contained under portal content path: Business Object -> Public Sector -> Higher Education and Research SAP DEVELOPER NETWORK | sdn. the systems with alias SAP_ECC_HigherEducationAndResearch and SAP_BW. i.4 BP Overview This chapter only gives a rough overview on what is contained in the BP.e.2.1 Business Object Fig.sap. 4.3 Post-installation You can use the delivered BP as a template and build your own BP based on it.3. This portal user also needs a corresponding user in the backend systems. A hint: Do not modify the BP delivered by SAP directly. refer to Netweaver Documentation on Delta Link: http://help. 92.2 Setup Portal User To enable a portal user to access the Advisor UI function in the portal. For more detail.htm.sap. 4.Student Lifecycle Management Academic Advisor User Interface Cookbook 4.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.3.sap.com 60 .com/saphelp_nw04s/helpdata/en/85/6b941c9795444c9b839d358c06242b/frameset. but use ‘Delta Link’. There are 2 parts in this business package: • • Business Object Portal Content 4. you need to assign role ‘Academic Advisor’ to the portal user. Business Objects for Advisor UI As shown in the figure above.

4.Student Lifecycle Management Academic Advisor User Interface Cookbook These business objects are only used for navigation purpose. portal content for BP Advisor is contained under portal content path: Portal Content -> Content Provided by SAP -> specialist -> Academic Advisor (Higher Education & Research) 4. Each action of a business object is linked with the target iView.4. users can navigate from the advisor work list to the student info center. 93. E.g.com 61 . SAP DEVELOPER NETWORK | sdn.sap.g.2. the target iView of action ‘Display (Info Center)’ is iView ‘Student Info Center’. Portal Contents for Advisor UI As shown in the figure above.sap.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.1 Role Only one role is offered in this BP: Academic Advisor. Such navigation is triggered by action ‘Display (Info Center)’ of business object ‘Student’.2 Portal Content Fig. E.4.

bp_folder/com.acadadvisor.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.acadad visor. SAP DEVELOPER NETWORK | sdn. this role has to be assigned to the user.4.sap.2.pct.isher.roles/com. we do not give detailed introductions to each the work set and page.academic_advisor To enable a user to access to work center ‘Academic Advising’.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. 4. which is an entry to all the detail contents. iView ‘Student Info Center’ can be navigated from iView ‘Advisor Query’. Role ID: pcd:portal_content/com. E.sap. Here. 94. As navigation target.acadadvisor. Under the role.pct/specialist/com.sap.com 62 . As you can see in the figure above. This work set will be introduced later.sap. This role is the entry point to all the functions in this BP. • ‘Navigation Targets’ folder This folder contains all the target iViews which can be opened via portal navigation.pct. there are 2 parts: • ‘Academic Advising’ work set This is the main work set of the BP. iView ‘Student Info Center’ is assigned in here.isher. Portal Role: Academic Advisor Above is an overall picture of role ‘Academic Advisor’.g.2 Work sets and Pages Work sets are pages which are just containers for detailed functions in different levels. which includes everything.isher. all the portal contents in the BP are assigned under the role.pct.sap. We will only explain the main work set ‘Academic Advising’.sap.

com 63 . SAP DEVELOPER NETWORK | sdn. Work Center: Academic Advising As shown in the figure above.1 Work set: Academic Advising Fig.2. this worksite is represented as work center ‘Academic Advising’ in the portal. Under the work set. 95.4.sap.2.sap. which are shown as 3 subpages under the work center page. Reports and Service map.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. there are 3 subsets: Overview.Student Lifecycle Management Academic Advisor User Interface Cookbook 4.

The iView shows automatically all the services that are assigned under the Academic Advising work set. which includes advisor work list and also student quick search.acadadvisor.common.erp. simulate equivalency determination. Name ID Application Type Application Name Application Parameters applid=is-her-cmadvising dialog_id=bplan_adv dialog_id=audr0_adv dialog_id=eddisp_adv Advisor Query Build Module Plan Display Audit Display Equivalency Determination Execute Audit Search Transfer Agreement Simulate Audit com.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.isher.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. ed_display com.sap. • Overview This part contains the overview page.isher.acadadvisor. e.sap. there are 3 parts under the work set. Detail content of Academic Advising Work Center Above is a more detailed look into the worksite. build_audit com.acadadvisor. • Service Map This is also a basis iView called ‘Service Map’ (ID: com.sap.sap.sap. the system for SLcM.g.sap.acadadvisor. which reuses a basis WebDynpro ABAP iView ‘Launchpad Application (ABAP)’ with ID com.pct.pct. For more details about the basis iView.e.isher.pct.2.isher. audit_display com.isher.isher.pct.4.3 iViews Below is a summary for all the iViews we offered in the BP. search_agm com. The backend system for the reused iView is SAP_ECC_HigherEducationAndResearch.pct.pct. you can refer to ‘Launchpad (ABAP)’. i. The application parameter for the iView is ‘role=AD_ADVISOR&instance=REP’.pct. You can customize the reports that should be shown in the iView via customizing in the SLcM system. which are listed in the navigation panel.sap. advisor_query com. and it also includes the related services. Refer to chapter 5.isher.pct.lpd_application.acadadvisor.sap. ‘AD_ADVISOR’ is the technical name of role Academic Advisor in backend system and ‘REP’ is the instance for the Launchpad.sap. (These services are also available in the service map) • Reports This part contains the report page.common. simulate_audit WD ABAP WD ABAP WD ABAP WD ABAP piqpowl_advisor_query piq_bplan piq_audit_display piq_ed_disp WD ABAP WD ABAP piq_audit_execute piq_agm_search dialog_id=audr1_adv wdconfigurationid= piqac_search_agm BSP piq_audit view=ev02& audittype=1000& simulate_only=x SAP DEVELOPER NETWORK | sdn. 96.erp.acadadvisor.sap.sap. As you can see.acadadvisor. build_bplan com.servicemap) which is reused and assigned here.com 64 .pct. 4.

student_info_center com.pct. ed_simulation_extwork WD ABAP piq_eds_extw_advisor dialog_id=edsextw_ad com.sap. ED_Simulation_Transcript WD ABAP piq_eds_tr dialog_id=edstrpt_ad com.pct. SAP DEVELOPER NETWORK | sdn.isher.pct.sap.Student Lifecycle Management Academic Advisor User Interface Cookbook Simulate Equivalency Determination (External Transcript) Simulate Equivalency Determination (Self-Service) Student Info Center Student Quick Search com.isher.com 65 .isher.acadadvisor.sap.isher. stic_eti WD ABAP WD ABAP piq_stic piq_stic_eti dialog_id=stic_adv The system alias for all the iViews above is SAP_ECC_HigherEducationAndResearch.acadadvisor.acadadvisor.acadadvisor.sap.sap.pct.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.sap.

1. You have to activate them via transaction SICF ‘Maintain Services’. 5.sap. SAP DEVELOPER NETWORK | sdn. 97.sap. System setup This chapter is relevant only for system administrators and technical experts.1 Activate Service The WD ABAP applications are usually not activated in your system by default. as shown in the figure above.com 66 .com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. you can enter ‘piq*’ in the service name part and start search. Search for all the services offered by SLcM As all the WebDynpro services are named with prefix ‘PIQ’.1 System Configuration 5. Fig.Student Lifecycle Management Academic Advisor User Interface Cookbook 5.

com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. as some of them are offered for student self-service.sap.pct.pct.sap.acadadvisor.isher.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. Not all of them are related with Advisor UI.acadadvisor. e.pct. WD ABAP Service Name piqpowl_advisor_query piq_agm_search piq_audit_display piq_audit_execute piq_bplan Description (same as iView name) Advisor query Search transfer agreement Display Audit Execute Audit Build Module Plan Corresponding iView ID com.sap.sap.sap.isher.sap. advisor_query com. All the WebDynpro Services found Then under node webdynpro -> sap.pct.acadadvisor. 98.com 67 .isher. Note: the following services are required by Advisor UI. SAP DEVELOPER NETWORK | sdn.acadadvisor.pct. search_agm com.sap. build_audit com.g. You can activate them depending on whether you need them or not.isher. piq_eds_extw_student (Simulate Equivalency Determination for Student Role).isher. you can see all the WD ABAP services offered by SLCM.acadadvisor. audit_display com.

stic_eti 5. SAP DEVELOPER NETWORK | sdn.isher. you can require an authorization check for it via transaction SICF. ed_simulation_extwork com.acadadvisor. SLcM does not define any authorization check value for authorization object ‘S_ICF’.pct.sap.sap. users can access to advisor work center only when role ‘Academic Advisor’ is assigned to the user.isher. The authorization object is ‘S_ICF’ (click the link for more details).com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.acadadvisor. ED_Simulation_Transcript com.1.isher.Student Lifecycle Management Academic Advisor User Interface Cookbook build_bplan piq_eds_extw_advisor piq_eds_tr piq_ed_disp piq_stic piq_stic_eti Simulate Equivalency Determination (Self-Service) Simulate Equivalency Determination (External Transcript) Display Equivalency Determination Student Info Center Student Quick Search com.pct.sap. The authorization of Advisor UI is controlled in both portal and backend system.2 Authorization To enable advisors to run the Advisor UI and control their access to the right scope. • Backend system o Service For each WD service.acadadvisor. But you can define it manually in transaction SICF if an authorization check on service level is required.sap.pct.com 68 .acadadvisor. student_info_center com. but mainly in the backend system.acadadvisor. • Portal Level In the portal.sap. ed_display com. in ‘Service Data’ -> ‘SAP Authorization’.sap.isher. By default. correction authorization needs to be assigned to the user.sap.isher.pct.pct.

Advisors cannot perform the corresponding action in the application without the specified authorizations. o Basic Authorization Minimum basic authorization required for different application is shown below. Activate service authorization check o Structure Authorization Structural Authorization is always checked before an advisor can access to any data about a student. or open the Student Info Center a certain student.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig. to search a student in Student Quick Search. Application Display Audit Action Activity (P_CM_PROC) Field ‘PIQPROCESS’ : ‘DA04’ Audits (P_CM_AUDIT) Field ‘PIQAUDRTY’:<Execution Mode> & Field ‘ACTVT’: ‘03’ Personnel Planning (PLOG) Execute Audit Field ‘PIQPROCESS’ : ‘DA01’ Field ‘PIQAUDRTY’:<Execution Mode> & Field ‘ACTVT’: ‘01’ SAP DEVELOPER NETWORK | sdn.com 69 .g.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. e. 99.sap.sap.

the advisor should be set up as ‘Person’ (P object) in the system. you can assign the user name to a person via Infotype 105(communication) in transaction PA30. the prerequisite is that a person object has been created for the advisor.1. To achieve this. 2 things needs to be setup in the backend system: • Set link between User and Advisor Object (how to derive advisor from user) When query ‘My Advisees’ is executed.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.3 Build Advisee List Each advisor normally wants to get his/her advisee list automatically when he/she opens advising work center in portal. Normally. Of course. system try to find out all the students of the current user.Student Lifecycle Management Academic Advisor User Interface Cookbook Simulate Equivalency Determination Display Equivalency Determination Display Field ‘PIQPROCESS’ : ‘ED05’ Field ‘PIQPROCESS’ : ‘ED04’ Field ‘PIQPROCESS’ : ‘BP04’ Build Module Plan + Field ‘PIQPROCESS’ : ‘CH01’ Change Field ‘PIQPROCESS’ : ‘BP02’ + Field ‘PIQPROCESS’ : ‘CH02’ Search Transfer Agreement Field ‘PPFCODE’: ‘DISP’ & Field ‘OTYPE’: ‘EO’ & Field ‘INFOTYP’: ‘1758’ Display/ Create/ Change/ Delete Field ‘PPFCODE’: ‘DISP’/‘INSE’/’AEND’/’DEL’ & Field ‘OTYPE’: ‘ST’/’CS’ & Field ‘INFOTYP’: ‘1707’ & Field ‘SUBTYP’: <note type> Student Info Center Advisory Note Create/ Edit/ Active/ Inactive Hold Display Hold Field ‘PPFCODE’: ’INSE’ & Field ‘OTYPE’: ‘ST’/’CS’ & Field ‘INFOTYP’: ‘1728’ & Field ‘SUBTYP’: <hold type> Field ‘PPFCODE’: ’DISP’ & Field ‘OTYPE’: ‘ST’/’CS’ & Field ‘INFOTYP’: ‘1728’ & Field ‘SUBTYP’: <hold type> 5. To enable the system to find out ‘who’ is the current user.sap.sap. SAP DEVELOPER NETWORK | sdn.com 70 .

com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. SAP DEVELOPER NETWORK | sdn. Configuration is done outside of IMG. Assign User Name to a Person (P object) • Define advisors for students In student file transaction (PIQST00) -> tab ‘Advisors’.2 Customizing and Configuration Customizing and configuration have different meanings here. 5.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.sap. 100. you can assign responsible advisor(s) for a student.sap. Customizing means the actions you can perform in IMG.com 71 . Configuration refers to the configuration you can do to modify the UI of Web Dynpro Applications.

e. Here. quite a few customizing possibilities have been offered for Advisor UI under IMG node ‘Role-Based Web UI’.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. documentation has been offered in IMG. Basically.2.com 72 .sap. you only need to do customizing for the items under ‘iBlocks’ folder. • 5.1. But you do not have to do any configuration for most of them.1 Mandatory Customizing 5. You can refer to them for more details. It is also stored as subtype for Info type 1707.sap. change the terminology used in the UI.2. Important Customizing/Configuration These settings are needed for productive usage of Advisor UI. Customizing Overview for Advisor UI As shown in the figure above. SAP DEVELOPER NETWORK | sdn. because a default setting has been set for most of them. All the customizing options are introduced in 3 groups: • • Mandatory Customizing Part of Advisor UI cannot run properly without these customizing. ABAP coding working is required.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.g. Advanced Customizing They are needed for enhancing Advisor UI function. you have to define which type of student note can be created as advisory note by advisor in STIC. 101. the advisory note belongs to student note. For each IMG entry.1 Define Advisory Note Type Technically.

Calc. with the corresponding 4 new calculation points as shown below.1.1. Refer to the figure below. you have to mark which execution mode can be used to check audit in module plan.2 Define Hold Grouping for Academic Hold You have to specify the ID of an academic hold grouping here.Student Lifecycle Management Academic Advisor User Interface Cookbook 5.2. Define Execution Module for Check Audit in Module Plan SAP DEVELOPER NETWORK | sdn. 5. Fig.sap. In IMG ‘Audits -> Basic Setting -> Define Execution Modes’.2. All the hold types belonging to the hold grouping are considered as academic hold.2.com 73 .1.3 Assign performance indexes to iBlocks Performance Indexes are used in 4 places in the whole Advisor UI. 5. 102. This customizing is used by the Academic Hold indicator in STIC ‘Overview’ view.4 Define Audit Execution mode for Module Plan A new flag parameter ‘Module Plan’ is introduced in the execution mode definition for audit.sap. Point IB01 IB02 IB03 EDSM Used in Application Student Info Center Student Info Center Student Info Center Simulate Equivalency Determination iBlock Overview Equivalency Determination Academic Work Not used in iBlock.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.

To make the default queries executable. 5. you can refer to the IMG documentation.2.2. But before you can really go live with the Advisor UI.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. For more details. Default reports for academic advisor As shown in the figure above.2 Customize Student Info Center The Student Info Center is highly configurable. these are reports delivered by SLcM as default customizing. Fig.sap. For example. to make report ‘Admissions by Student Demographic Data’ executable from the report page in advising work center. or change field name. change the terminology or even adjust the UI layout of applications.Student Lifecycle Management Academic Advisor User Interface Cookbook 5.com 74 . you can customize the reports should be offered for academic advisors. you have to do 2 things: • • In portal. e. All the BW queries used by the reports should be activated in your BW system.2. But these reports are only samples.2 Important Customizing and Configuration When each part of mandatory customizing has been done.2.2.g. You can customize reports according to your requirements via customizing.1 Customize Reports for Advisor In IMG Role-Based Web UI -> Academic Advisor -> Advisor Work Center -> Configure Report Launch Pad. You can start configuration from IMG ‘Role-Based Web UI -> Academic Advisor -> Student Info Center -> Configure Student Info Center’.sap. folder or even remove or add reports. the whole Advisor UI should be executable. 5. you can change a report’s name. SAP DEVELOPER NETWORK | sdn. you also have to change the function scope. hide some unnecessary fields or table columns. For example. set up a system object with system alias ‘SAP_BW’ and the system object should configured against your BW system. 103. BW query ‘0HE_DS01_Q0004’ should be activated in your BW system.

1 Customize Student Header Fig. Modify Student Header used in STIC In the first view. 5.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.2. you can change the type of student header used in STIC.sap. 104.2. 105.2.com 75 .2.Student Lifecycle Management Academic Advisor User Interface Cookbook 5.2.2 Customize FERPA Warning Setting Fig. FERPA warning setting SAP DEVELOPER NETWORK | sdn.sap.2.

you can active/inactive the FERPA warning for Student Info Center. you can define the visibility and sort sequence of the views in STIC. 107. You can also create your own views. In the end.4 Customize View Definition Fig.sap.sap.2. you need to first create your view entry.2. and then you can assign existing iBlocks to the view.2.Student Lifecycle Management Academic Advisor User Interface Cookbook In FERPA warning. each view is shown as a tab in STIC. 106. To do that. View Definition You can change the predefined view names here.2.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.2. 5. Here. It is activated by default. 5. SAP DEVELOPER NETWORK | sdn.com 76 . Assigned views in STIC As shown in the figure above.3 Customize View Assignment Fig. you also need to assign the view to the STIC.2.

com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Here. technically a WD component. You can also define the WebDynpro Component configuration that should be applied. one iBlock. One iBlock can be assigned to different views are the same time. Fig. has multiple WD Component Configurations.com 77 . 108. you can assign one or more iBlocks for it.2. iBlocks assigned to View ‘Academic History’ As shown in the figure above. Each iBlock is shown as a sub-tab under the View tab. You want to ‘reuse’ the iBlock in different views.2. And they can be differentiated by different WD component configurations.2.1 Customize iBlocks to View For each view.sap. but the iBlock should look a bit different in each view. you see 5 sub-tabs under Academic History tab.sap. You can achieve this by specifying different configuration in the assignment of iBlock to view. So correspondingly.Student Lifecycle Management Academic Advisor User Interface Cookbook 5. there are 5 iBlocks assigned to view ‘Academic History’. SAP DEVELOPER NETWORK | sdn. you can not only change the sorting sequence and visibility of iBlocks. For example.

you should not change WD component name. SAP DEVELOPER NETWORK | sdn. there is a much easier way.sap. they can of course also create their own configuration for their own web Dynpro component. the following steps should be followed: 1. normally.Student Lifecycle Management Academic Advisor User Interface Cookbook 5. Such a configuration is done in a system level.g.2. which will be introduced in the next chapter ‘Configure STIC in Administrator Mode’.2.3 Configure/Personalize Student Info Center in Configuration Mode Apart from customize STIC.sap. every Web Dynpro Application) in configuration mode in order to change visibility. Only in the case that customers build up their own iBlocks.6 Customize iBlocks definition Fig.2. Open the STIC of a student via Advisor Work Center or Student Quick Search 2. Refer to the figure below. But such a technique.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. 5. Above is the definition of each iBlock.7 Create Component Configuration for iBlock/Web Dynpro component Each iBlock is a web Dynpro component. administrator can also configure STIC (actually. To start STIC in configuration mode. or change a label or table column text.2. You can create such a configuration via transaction SE80. To configure the SAP delivered Web Dynpro components. used in the UI of web Dynpro component.2. iBlock Definition You can change the iBlock Name. hide a field.2. customer does not need to explicitly create component configuration in transaction SE80. 109. text description.com 78 . color. Add string ‘&sap-config-mode=x’ to the end of the current URL of the STIC window.2. You can create new component configuration for an iBlock and use the configuration in the iBlock definition or iBlock assignment to view. is not necessarily to be used by customers. etc of UI elements. e.2. Normally. 5. A component configuration enables you to change the layout or terminology.

you can make very flexible adjustments to the UI of the application. hide a field. 111. Below are 2 examples. You can change the visibility to ‘invisible’ if you want to hide the header.2. change label description. Fig. you can see the 3 UI elements in the current view where header ‘Indicators’ is located. Refresh the STIC window. Set configuration mode 3.sap. On the left side.com 79 . change text color or design. change table layout.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. 5. 110. You can right mouse click on the header. (You cannot see the option when you do not have the correct authorization). you want to change the text description of header ‘Indicators’. on the left side. Or you can change the text description from ‘Indicators’ to ‘Key figures’ for example. then you can select ‘Settings for Current Configuration’ from the context menu. etc.1 Example 1: Change text attributes For example.sap.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.g.2. as shown the figure below.3. e. Refer to Authorization Checks in Configuration/Personalization if you do not have the authorization. After STIC is restarted in configuration mode. As shown in the figure below. SAP DEVELOPER NETWORK | sdn. you can see the possible changeable attributes of the header. Then STIC is started again in configuration mode Special authorization is checked for making configuration. Header ‘Indicator’ is marked by default. Mouse right click on header ‘Indicator’ Then you can see the UI elements in the current area and the detail attributes for your clicked item.

Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. it will take effect for any user opening STIC for any student.com 80 . 112. 5.sap.2. you can click on the icon or link ‘settings’ on the right-top corner of the table. Change setting for header ‘Indicator’ After you save your setting. Open the settings of table SAP DEVELOPER NETWORK | sdn.2.2 Example 2: Change Table Layout If you want to change the layout of academic work table (ALV table) in sub-view Academic Work. 113.2.sap. Then you can configure the table layout as you like and save it as the default setting for all the users. Fig.

com 81 . you can navigate to IMG entry ‘Personal Object Query’.2 POWL Work list Type Advisor work is based on basis tool POWL (Personal Object Query or Power List). sorting behavior. SAP DEVELOPER NETWORK | sdn.2. etc. Refer to the IMG documentation for more details.3.2. Then you can save you setting as initial view for all the users via ‘Save as…’ button.sap. visibility.1 BAdI for default module plan This BAdI can be used to offer the default content of module plan when module plan is created.2. You can also customize the student header.3 Advanced Customizing Coding is required for the following setting.4 Customize/Configure Advising Services The customizing and configuration of other advising service is similar to what has been described for STIC.3. Save your setting 5. 5. 114. And you can also configure the UI of Web Dynpro advising services in configuration mode. 5. view or iBlock settings for each application. you can change table column sequence. 5. Fig. In the documentation of IMG entry Role-Based Web UI -> Academic Advisor -> Advisor Query. you can find link ‘Configure Work list type Repository’. Click on it. filter setting.2.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx.2.Student Lifecycle Management Academic Advisor User Interface Cookbook In the table settings.sap.

sap. Application Work list type Name HRPIQ_ADVISEE_POWL Work list type Description My Advisees Students for Specialization Students for Program of Study Feeder Class CL_HRPIQ00ADVISEE_POWL_FEEDER CL_HRPIQ00CG_ST_POWL_FEEDER CL_HRPIQ00REGISTED_POWL_FEEDER IS-HER-CMADVISING HRPIQ_CG_ST_POWL HRPIQ_REGISTRATED_POWL It is possible to create your own work list types for advisor and assign them to application ‘IS-HER-CMADVISNG’.3 You Can Also For STIC or other advising services.com/saphelp_erp2005vp/helpdata/en/42/dcb7608d23162fe10000000a1553f7/content. you want to rename work list type ‘Students for Specialization’. Then change the assignment of work list type via ‘Define Work list Type Visibility at Role Level’.com 82 . 5.Student Lifecycle Management Academic Advisor User Interface Cookbook Fig.2. For example. The customizing of you can also links is similar to configuring the reports page in academic work center. For example. You can also use the delivered work list types are template.htm for more details.3. you can define its related services which are shown in the ‘You Can Also’ area. You Can Also links for STIC SAP DEVELOPER NETWORK | sdn. Fig. 115. copy them and modify them. 116. the following 3 work list types are offered.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. Personal Object Query Customizing For advisor work list. configuration of the You Can Also links for STIC is shown below. Refer to http://help. All the 3 types are assigned to application ‘IS-HER-CM-ADVISING’.sap. You can create your own work list type based on feeder class ‘CL_HRPIQ00CG_ST_POWL_FEEDER’. as it is also based on basis tool Report Launch Pad.sap.

SAP DEVELOPER NETWORK | sdn. URL. WD ABAP. student object ID should be transported to Build Module Plan.g.com © 2008 SAP AG BUSINESS PROCESS EXPERT COMMUNITY | bpx. BW queries. You can use any category type. Default BAdI implementations have been offered. etc. To enable parameter transporting for your own You Can Also links. Such kind of parameter transporting is enabled via BAdI ‘BAdI: Modify URL Parameters for 'You Can Also' Links’. For example. The IMG entry is located in Role-Based Web UI -> Cross Role Settings -> Business Add-in (BAdIs) -> BAdI: Modify URL Parameters for 'You Can Also' Links. Refer to the IMG document for more details.Student Lifecycle Management Academic Advisor User Interface Cookbook All the delivered related links are with application category ‘Portal Page’. when opening application Build Module Plan from STIC. KM Document. you create your own implementation for the BAdI. which enables module plan to load data for the given student.sap. e. When navigating from one application to the other. you normally want to transport some parameters.sap.com 83 .

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