Datatel Classes
Datatel 101 "Intro to Datatel"
No Prerequesites Required - self-paced, online training
This class is required before any other Datatel classes can be taken. The user will learn about:
· Family Education Rights to Privacy Act (FERPA) - what is it?
· How to log on and navigate in Datatel.
· How to prevent creating duplicates and who to contact if one is found.
· How to fill in the Name and Address (NAE) screen.
· How to add and change addresses.
Any questions? Contact Linda Greeley at 714-628-2654
Admission 101A "Prospects"
(prerequisite: Datatel 101) - 1 day
The user will learn how to:
· Receive and enter prospect information
· Enter communication codes
· Update prospect records
· Input contact from prospects
· Enter prospect remarks
· Cancel a prospect
· Indentify and follow up with online prospects
· Look up Information Session RSVPs in the Liquid Matrix Console
· Code Information Session attendees
Any questions? Contact Andrea White at 714-628-2899
Admission 101B "Applications"
(prerequisite: Datatel 101) - 1 day
The user will learn how to:
· Enter an admissions application
· Correct an application
· Enter applicant remarks
· Record receipt of transcripts and test scores
· Charge application fees
· Use various admission fee queries
· Identify and follow up with online applicants
· Print online applications from the Liquid Matrix Console
Any questions? Contact Andrea White at 714-628-2899
Admission 102 "Communication Management"
(prerequisite: Datatel 101, Admission 101A) - 1 day
The user will learn how to:
· Enter prospect trigger codes
· Select and process document batches
· Transfer files to your PC
· Merge and print letters using Microsoft Word
Any questions? Contact Andrea White at 714-628-2899
Reg 101 "Registration"
(prerequisite: Datatel 101) - 2 days:
The user will learn how to:
· Create sections (classes)
· Register students
· Drop students
· Grade sections
· View various inquiry screens
· Run Datatel reports
Any questions? Contact Andrea White at 714-628-2899
Advising 101G "Resources for Graduate Advisement"
(prerequesite: Datatel 101, suggested: Reg 101) - 1 day:
Presents Datatel and WebAdvisor tools and resources to aid the graduate advisor in the presentation and access of student academic information. Covers degree audit (program evaluation), comprehensive examination information and clearance, faculty and student access to WebAdvisor, exam score tracking, and access to student address, transcript, and other basic information. Also includes a discussion regarding the relationship between and responsibilities of the graduate advisor and Degree Audit Specialist.
Any questions? Contact Anne Delfin-Schnirch at 714- 532-6033
Advising 101U "Resources for Undergraduate Advisement"
(prerequesite: Datatel 101, suggested: Reg 101) - 1 day:
Presents Datatel and WebAdvisor tools and resources to aid the undergraduate advisor in the presentation and access of student academic information. Covers degree audit (program evaluation), transfer course equivalency, faculty and student access to WebAdvisor, exam score tracking. Also includes a discussion regarding the relationship between and responsibilities of the undergraduate advisor, campus ESS, and Degree Audit Specialist.
Any questions? Contact Anne Delfin-Schnirch at 714- 532-6033
Business 101 "Cash Receipts"
(prerequisite: Datatel 101) - 1 day:
The user will learn:
· When to charge application fees
· How to process cash receipts
· When to make corrections to receipts
· About holds on student accounts
Any questions? Contact Terry Baxley at 714-744-7872
Business 102 "Accounts Receivable"
(prerequisite: Datatel 101, Business 101) - 1 1/2 day:
The user will learn:
· About AR Types
· To process master payment notes
· About entering codes into CRI screen
· Tuition Assistance
· How Interest is calculated
· How to run Business Office Reports
· About adjusting Student Accounts
· About student Refunds
· About Small Balance Write Offs
· About collections
Any questions? Contact Terry Baxley at 714-744-7872
Financial 101 "Financial Aid"
(prerequisite: Datatel 101) - 3 days:
The user will learn about:
· Financial Aid procedures
· Inquiry screens to look up Financial Aid information
Any questions? Contact Greg Ball at 714-997-6740
CE 101 "Continuing Education"
(prerequisite: Datatel 101, Reg 101 and Business 101, 102) - 1 day:
This is an accelerated class. The user will learn how to:
· Create faculty IDs
· Create CE sections
· Register students for CE classes
· Process receipts
Any questions? Contact Terry Baxley at 714-744-7872
RPT 201 "Report Training"
(prerequisite: Datatel 101, Reg 101, Adm 101 and basic knowledge of Excel). – 1 day
The user will learn:
· The term structure used in CUC reporting
· The location codes used in CUC reporting
· The academic program codes used in CUC reporting
· The subject and department codes used in CUC reporting
· The various Datatel delivered reports and understand report selection criteria
· The various Chapman custom reports and understand report selection criteria and prompts
· How to download Chapman custom reports into Excel
· How to create and manipulate report data using Excel pivot charts
Any questions? Contact Andrea White at 714-628-2899
FAC 101 "Faculty Payroll"
(prerequisite: Datatel 101, Reg 101) - 1/2 day:
This is an accelerated class. The user will learn how to:
· Create faculty contracts
· input stipend amounts
· Create faculty pay
Any questions? Contact Terry Baxley at 714-744-7872
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