Management Information Systems operates to provide the University community with technical support for, and assistance in, all administrative functions using various software applications. We disseminate timely and accurate information to the University community, serving campuses both local and abroad as well as user maintenance and reporting capability by working closely with system end-users to define, design, and implement solutions to help realize our common goal to provide excellence in the achievement of a global education.
After you login, you should have a screen that looks something like this:
Capture
To capture a document to store in Perceptive, click on the Capture tab on the main Experience screen.
Now the Capture screen will display.
Now you will choose the appropriate Application Plan to Use
Make sure that in the box on the top left under the Perceptive logo and Capture has the correct Capture Profile you will use to store the document. In this example, the Ext Capture Profile Learning House Staff has been chosen. When chosen, the Document Properties box will appear on the right side of the screen with the appropriate field labels.
Now click on the Capture tab next to the Capture Profile that you picked. A new dialog box will appear:
Click on the Browse tab. This will bring up File Explorer. Choose the file you want to save to Perceptive.
When you click Open, it will bring you back to the Dialog Box. There will be a pause and when the document has been selected, the message “1 file selected” will appear.
Click on the highlighted tab that says “Done”.
The Capture screen re-appears and the selected document will appear in a box on the left. The Document Properties box will re-appear on the right.
In the first field, choose the drawer in which you wish to store the document. Now fill in the remaining fields with the appropriate information.
When done filling in the data, click on the Save tab at the top middle of the screen next to the Capture drop down.
Once you click Save, the document has been stored in Perceptive and you will see a “Success” message highlighted in green:
The data that you entered will also disappear from the Document Properties box. Now you are ready to capture your next document for Perceptive going through the same steps that you just went through.
Document Search
To search for a document in Perceptive Experience, click on the Documents tab on the main Experience screen.
Now the Documents Search screen will display. On the left hand side, a column labeled “Document Views” will appear showing the drawers for which you will have access. Please highlight and click on the appropriate drawer where you document resides.
Also, two boxes will appear in the middle – a white box with the words “Search inthe name of the highlighted drawer on the left”. The second blue box says Enter Search Criteria.
To enter search criteria, click inside the white box. A new row of boxes will appear between the two original boxes. These new boxes are the criteria and method you wish to conduct a search. The first box is labeled “Add constraint”. It is a dropdown box with a list of keys you may search on. Name will always appear as the first entry. Do not attempt to use that constraint. It is not what you think it might be. It is a parameter that we do not use. Choose the constraint or key that you wish from the drop down – usually ID number or Last Name. The second box is also a drop down box. It is for the operation that will be performed – normally you would choose “starts with” or “equal to”. The third box is where you would type in the actual value of the key you are looking for, usually the last name or ID number of the person you are searching for. There is a wild card that you can use if you are unsure about the spelling of the key or the complete ID number. The wildcard is the percent sign (%). An example would be BRAN% or %ancon% or 01234%. Also in the case of ID numbers, the leading zero is important to include. If searching for ID# 0956712 using “equal to” you must make sure that the leading zero is included.
Below is an example of a search where I want to find MIS COLLEAGUE Account Requests for anyone who has an ID number beginning with “14”. I would click on the clear white box to get the three prompt boxes. I would then put in the Constraint (Key), then the operand and finally the value of what I am searching for – ID number – starts with – 14. I would then click on the Add button and that gets entered into the previously blank search box. You may add another constraint (key) if you like or just click on the blue Search button at the very right.
Here is another example below where I am looking for anyone in this drawer that has the string ‘ranc’ in the last name. Notice the operand and the placement of the % signs in the value field.
Self-Service is an interactive web application that enables students, faculty, and staff to view their individual information contained in FDU’s student information system. Students can use Self-Service to do things like view their financial aid, pay their bills, and register for classes. Likewise, faculty will use Self-Service to verify enrollment and enter grades.
To navigate the Tutorial, scroll down to the Index. From there you can navigate to any portion of the Tutorial by clicking on any “Part”.
What is Degree Audit? Degree Audit is an online version of your check sheet, which allows you to track your academic requirements. On Degree Audit you can see what degree requirements you’ve completed, which are in progress, and which courses you have left to complete your degree.
On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and then click on “Student Planning.” Navigate to “My Progress/Degree Audit”
Click on “Expand All” to if you’d like to see all the requirements for your degree
Any action you have taken towards completing each requirement will be noted in the “Status” column
If you would like to see what it would look like if you switched to a different program, then click on “View a New Program” at the top of your Degree Audit
Use the search bar to find the program you are interested in. Select the program and click “View Program
If you no longer want to view this program, click the “X” to remove it
On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and navigate to the “Course Catalog”
Fill in as many fields as you’d like for your course search. It is suggested that you at least select a term and a subject. Click the blue “Search” button to get your results
You can narrow down your results further using the filters on the left-hand side
Click on the “Hide” button to hide the filter menu and allow the results to fill your screen
You can click on the arrows in the header row to change how the results are sorted
Note
Section notes and restrictions can be found in the “Section Information” column.
You can search for courses by using the Course Catalog or your Degree Audit page. In this article, we will use the Degree Audit page method
Go to the menus on the left and choose the “Academics” menu and expand the “Student Planning” menu. Click on “My Progress/Degree Audit”
Find the requirement you are looking to fulfill. Click on the “Search” button to find sections for every course that will meet this degree requirement
Note
If you know exactly which course you are interested in, then you can click directly on that course code to view its sections.
Narrow down your results using the filters on the left-hand side.
Tip
Make sure to choose the correct semester.
Within the results, click on the grey bar that says “View Available Sections” for the course you’d like to add to your schedule. Find a section that fits on your schedule and click “Add Section to Schedule”
Review the Section Details that pop up. If you still wish to add this section to your schedule, then click “Add Section”
To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page
To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page
Tip
Sections can be removed by clicking on the “x” in the top right corner of the section.
Repeat this process to add more courses to your schedule in preparation for priority registration
Important
Planning a section does not guarantee you have a spot in that section.
On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and then click on “Student Planning.” Navigate to “Plan & Schedule
The first time you come to this page for a given semester, you will be presented with the FDU Terms and Conditions Student Registration Contract. Scroll down to agree. You only need to do this once per term
Scroll all the way down to the “I Agree” Button
Your planned courses will appear on the Plan & Schedule page and will be color-coded in yellow. If you have not planned your courses, please review how to in Section 1 – Part 3 “How to Plan Your Schedule Using Self-Service”
If you have any holds, then they will appear in the top right corner of the page. You will need to resolve your holds before you can register for classes
You will need to be mindful of your priority registration date. You will find a banner above your planned schedule informing you of the date and time you can register for classes
Once all holds have been resolved and your priority registration date/time has arrived, you can register for all your courses by clicking on “Register For All Planned Courses.” If you would like to register for each course one at a time, then click on “Register” within each course tile
Successful registrations will turn green and say “Registered”
If you are ineligible for any of your planned sections, then the course will remain yellow and planned. You will get an alert in the top right corner explaining why you were unable to register for that section
Click “x” on the section to remove it from your schedule
If you need to drop a course during Priority Registration or Add/Drop, then click on “Drop” within the course tile
On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and click on the “Unofficial Transcript” button
Select the transcript you wish to download by clicking on its text
Important
These documents are unofficial and do not replace official signed and sealed transcripts. To order official transcripts you must go to www.getmytranscript.org.
After clicking on the transcript text, a pdf document will download. Open this document to view your unofficial transcript.
On the left-hand side of the page, you will find your menus. Click on menu called “Academics” and then click on “Graduation Overview”
Click “Apply” next to the program from which you wish to graduate
Select your “Graduation Term” and type in your “Preferred Name on Diploma.” Select the address you would like your diploma sent to. Once these fields are filled in, you must confirm everything is correct and click “Submit”
Important
Upon submitting the graduation application, students will be charged the appropriate fee in accordance with the degree they are seeking. Please do not apply more than once.
What is a course plan? A course plan is an example of the sequence of course work you need to complete for your selected program. This will load courses onto your plan for current and future semesters. This will allow you to map out the courses you need to take for your entire degree.
Note
Not every program has a course plan available.
On the left-hand side of the page, you will find your menus. Click on the menu called “Academics.” Within the “Student Planning” menu, click on “My Progress/Degree Audit”
On the top right side of the page, click on “Load Sample Course Plan”
Select your first term from the drop-down menu and select your program using the first radio button
Click on “Preview Plan” on the bottom of the window
Review the sample course plan and click “Load”
Use the Timeline tab to view the courses that were loaded onto your plan. Make any adjustments, if needed
On the left-hand side of the page, you will find your menus. Click on the menu called “Academics.” Within the “Student Planning” menu, click on “Plan & Schedule”
Go to the “Advising” tab. Here you will see the names of your advisors
You can leave a message for your advisor by typing in the “Compose a Note” box and clicking “Save Note“
Click “Request Review” to have your advisor notified that your schedule is ready to be reviewed and approved
If a class you have planned is full and has a waitlist enabled, then follow these steps to join the waitlist. Please note that there is no guarantee that you will get a spot in the course section.
Note
Students have the option to place themselves on the waitlist to see if a seat becomes available in the course section. For a course that offers waitlisting as an option, plus-ins are no longer a standard practice; neither an advisor nor a professor can approve a plus-in for a class. All registration rules and restrictions apply to waitlisting, so you may not be able to place yourself on a waitlist if you are not eligible. If you encounter difficulties adding yourself to a waitlist due to restrictions, you should reach out to your Academic Advisor for assistance.
Go to the “Academics” menu, click on “Student Planning,” and navigate to “Plan & Schedule“
Find the section that is full. If the waitlist is active, you will see a “Waitlist” button
Once you’ve joined the waitlist, the number of waitlisted students will increase by one and you will have the option to drop off the waitlist
When a spot opens in the section, you will get a notification sent to your FDU email address
Note
You will only have until 11:59 PM EST on the day specified in the email to register for the section. If you do not register on time, the spot will be offered to the next person on the waitlist.
There will now be a “Register” button on the section within the Plan & Schedule page. Click on it to register for the waitlisted course
On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Faculty” submenu. Within this submenu, click on “Faculty Overview”
Click on the row of the course you wish to verify the enrollment
Within the “Roster” tab, you will see the list of students currently enrolled in the course. Use the radio buttons to select whether the student has “Attended” or “Never Attended”
Once you have completed verifying enrollment, you must click on “Submit Attendance“
Click on “Submit” in the pop-up window to complete the process
Important
Once you’ve submitted attendance, you cannot make any changes in Self-Service. If you need to make a change, you must contact Enrollment Services: Metro Campus – esteafdu@fdu.edu AND/OR Florham Campus esmadfdu@fdu.edu.
On the After you’ve submitted the enrollment verification, you will see a green notification at the top of the page letting you know you were successful
On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Advising” submenu. Within this submenu, click on “Advising Overview“
Find the student you wish to advise using the prepopulated table of assigned advisees or by searching for their name or ID number in the search bar.
Note
You can search for any student, whether you are their advisor or not, by using the search bar.
Click on the “View Details” button for the record of interest
Click on the “Notifications” bar to expand it and view any holds on the student’s account
Underneath the “Notifications” bar, you will find all the tabs you can use to gain a well-rounded view of the student’s academic progress
Click on “Course Plan” to view the courses the student has registered for or is planning to register for
Click on “Progress/Degree Audit” to view the student’s Degree Audit. Within this tab, you can click on “View a New Program” to see what it would look like if this student switched programs
Click on “Test Scores” to see any official test scores that have been submitted to FDU and recorded in Colleague
Click on “Grades” to view the student’s midterm and final grades broken down by semester
Click on “Remove Hold” to remove the web registration hold from the student’s account. You will need to select the hold you wish to remove and click on “Remove Selected”
On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Financial Management” sub-menu. Within this sub-menu, click on “Budget”
On the “Budget to Actuals” page, there will be options to filter your reports. By clicking on any of the arrows, you can expand or collapse the filter options. Once expanded, a field will appear where you can type the criteria you would like to search for. Additionally, you can change the Fiscal Year using the drop-down menu at the top of the page
Using “Identifier” as an example, you can type in your value(s) in the following ways. Hit “Enter” after each value to include in the search
Type in the individual identifier, ex: 067110
Type in the range of identifiers, ex: 067110-067115
Type in the identifiers separated by commas, ex: 067110, 067111, 067115
Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu
If you need to change your filters:
Open up the filter options by clicking on the blue “Filter” button
You can add more values by typing them into the field, hitting “Enter”, and applying the filter again
You can remove individual values by clicking on the “X” next to the value
You can start over completely by clicking “Reset Filter”
If you are satisfied with your filter options and would like to detail in on a specific budget, then click anywhere on the budget you would like to view
Click anywhere within a row to view more details. The “Financial Health” column will display a yellow alert symbol if the budget is over 85% spent
Continue to click on rows or documents to view more details. Download any page with an “Export” icon if you need to view it in Excel. You can click Back in your browser to go back a page
On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Financial Management” sub-menu. Within this sub-menu, click on “Budget”
On the “Budget to Actuals” page, there will be options to filter your reports. By clicking on any of the arrows, you can expand or collapse the filter options. Once expanded, a field will appear where you can type the criteria you would like to search for. Additionally, you can change the Fiscal Year using the drop-down menu at the top of the page
Using “Identifier” as an example, you can type in your value(s) in the following ways. Hit “Enter” after each value to include in the search
Type in the individual identifier, ex: 067110
Type in the range of identifiers, ex: 067110-067115
Type in the identifiers separated by commas, ex: 067110, 067111, 067115
Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu
If you need to change your filters:
Open up the filter options by clicking on the blue “Filter” button
You can add more values by typing them into the field, hitting “Enter”, and applying the filter again
You can remove individual values by clicking on the “X” next to the value
You can start over completely by clicking “Reset Filter”
If you are satisfied with your filter options and would like to detail in on a specific budget, then click anywhere on the budget you would like to view
Click anywhere within a row to view more details. The “Financial Health” column will display a yellow alert symbol if the budget is over 85% spent
Continue to click on rows or documents to view more details. Download any page with an “Export” icon if you need to view it in Excel. You can click Back in your browser to go back a page
Note
Anytime you see the FY drop-down menu at the top of the page, you can change the FY you are viewing. Likewise, whenever you see the Export drop-down menu, you can download the information in your current view into a CSV file and open in Excel.
Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview“
Select the course for which you need to enter midterm grades
Within the “Grading” tab, select the “Midterm Progress Report” tab
Use the drop-down menu to select the grade for each student
Note
The “Grade Required” column will indicate which students MUST be given a midterm grade.
Note
There is no Submit button for Midterm grading. Grades are automatically saved when selected from the drop-down. Midterm grades may be changed at anytime, if needed.
Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview“
Select the course for which you need to enter final grades
Within the “Grading” tab, select the “Final Grade” tab
Use the drop-down menu to select the grade for each student
Note
A grade must be entered for every student in order to submit grades.
Once all grades have been entered, you must click the “Submit Grades” button to save and submit your work
Note
You have a short window where you can change grades and resubmit in Self-Service. However, once grades have been verified in Colleague, you will no longer be able to make a change in Self-Service. You will then need to go through the Change of Grade process.
Go to the Daily Work menu and click on “Departmental Oversight“. Within this menu, click on “Departmental Overview“
To search for a section by course code, click on the “Section“radio button. Type in the section information using the following valid formats only:
Subject Code Only – Ex: PSYC
Catalog Number – Ex: PSYC_1201
Specific Section – Ex: PSYCH_1201_31
To search for all the sections being taught by a specific faculty member, click on the “Faculty” radio button. Type in the faculty member’s name using the following valid formats only:
First Name Last Name – Ex: Bob Smith
Last Name, First Name – Ex: Smith, Bob
First Name – Ex: Bob
Last Name – Ex: Smith
Once you’ve found the section or faculty member you searched for, click on “View Details“
To view the Enrollment Verification or Midterm/Final grades associated with a specific section, click on the section name
Enrollment Verification can be found in the Roster tab and Midterm/Final grades can be found in the Grading tab
Note
You will not be able to submit grades on behalf of a faculty member. You can only view the grades that have been submitted.
On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “FDU Alert”
Fill in the alert information presented on the page. If information already exists in these fields, make sure the information is up to date. Click “Submit” when finished
What is a Proxy? A Proxy isa person to whom you grant permission to sign into your Self-Service account to access selected student records.
On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “View/Add Proxy Access”
Use the drop-down to add a proxy. If you see the person’s name, select them from the list and confirm their information. If you do not see their name, click on “Add Another User”
You must fill in the personal information for the proxy
You can pick and choose what access you want to give to this proxy
You must agree to the Disclosure Agreement and click “Submit”
You will be prompted to enter your Single-Sign On password again and click “Submit”
If you added a new user, you might get the following pop-up message. If you do, click “Continue“
Now your proxy will be listed on the “View/Add Proxy Access” page
Note
Proxies will receive an email any time access is granted or revoked.
If you want to change a proxy’s access at any time, simply click on the pencil next to their row
Add or remove access by selecting the appropriate check boxes. You can also remove all access entirely by selecting the “Remove All Access” radio button. Click “Save” to submit your changes
Important
If you are giving a proxy access to “Make a Payment” you must also make them an authorized user in TouchNet.
To give access to Make a Payment via an authorized user, click on “Payments/Payment Plans/1098-T” within the “Student Finance” menu
Click on “Continue to the Payment Center” to navigate to TouchNet
Click on “Authorized Users” to add your proxy as an authorized user to pay your bill. Follow the instructions to add the authorized user
On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “FDU FERPA Release”
Click on “Add a Contact” to add a new contact, a person to whom you want to grant access to your information
Important
By completing the information on this page, you are authorizing administrators, staff, and faculty members of Fairleigh Dickinson University to release information pertaining to academic records, financial aid, student bill/account and disciplinary records to the contacts you have noted. This waiver remains in effect throughout your tenure as a student at the University. If you wish to cancel the permissions this waiver authorizes, you may do so by updating the details on this page. Please be advised that this waiver DOES NOT apply to services provided by Health and Counseling services. All records pertaining to medical care and psychological services remain confidential.
Adding a contact: Fill in the contact’s name, relationship, and the start date (the date that this will become effective). The expiration date is optional and can be changed at any point. Click “Save”
You will now see this contact listed on the FDU FERPA Release page
If you want to end the permissions of a contact, click on the row containing their name
Fill in an expiration date to end their permissions on that date. Click “Save”
Repeat the steps above to add or change your contacts
This is a handy little “cheat-sheet” for students, faculty and staff who are trying to understand some of the computer lingo used on campus. The terms that seem to cause the most confusion for most people all start with the string “Web”. That is not surprising because there are two systems that start with “Web”: Webcampus and Webmail.
Webcampus
Webcampus is a course content management system. FDU’s Webcampus is also known as the Blackboard System. On-line courses are taught through this system which also allows for interaction between the student and faculty member as well as on-line class discussions. Webcampus is handled by the Center for Teaching and Learning with Technology department. The Organization feature in Webcampus is used by many faculty and staff members of the University. To access the Webcampus system, an individual must have a Webmail account. Any questions or problems with Webcampus should be funneled through the Fairleigh Dickinson University Technical Assistance Center (UTAC).
Webmail
Webmail is FDU’s email system and is a means of electronic communication among all faculty, staff and students, as well as off-campus individuals. It is important that every student have an FDU email account since an FDU email account is a pre-requisite of attaining a Webadvisor or Webcampus account. The FDU email system is handled by the University Systems and Security Department. Any questions or problems with Webmail should be funneled through the Fairleigh Dickinson University Technical Assistance Center (UTAC).
To access Forms, you will be directed to our SAMI Support Portal where you will be asked to log in using your NETID and authenticate using Duo. Once you click “Next,” you will be forwarded to samisupport.fdu.edu in a new window or tab.
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