Faculty and Staff Training
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| Name | Category | Description | Keywords |
|---|---|---|---|
| Academic Resource Card: A Guide to Access Student Information | Staff, Chair, Program & Grad Coordinators, RamPortal | This document contains instructions for Department Chairpersons, Program & Graduate Coordinators and Academic Department Administrative Support to view (but not make changes to) the student's demographic information (SPAIDEN). LAST EDIT DATE: 3/27/2024 | |
| Administrative Home Page Navigation | RamPortal 101, RamPortal | This page provides instruction to navigate the RamPortal/Banner Administrative home page, used primarIly by the functional office staff. View the login and home page navigation processes using the drop down menus below. | |
| Administrative Page Basic Navigation | RamPortal 101, RamPortal | This page provides instruction to navigate the RamPortal/Banner Administrative pages, used primarIly by the functional office staff. The key block, page header, sections, and bottom page display are used to navigate each page. | |
| Advising: Assign and Update Student Advisors | Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal | Use this guide to assign, change, add, or remove a student’s academic advisor in RamPortal using the SGAADVR form. | |
| Advising: Removing Advisor Holds
Indicator, Hold, RamPortal |
Chair, Program & Grad Coordinators, Faculty & Advisors, Staff, Student Success Coordinators, Most Recently Updated | This guide provides instructions for advisors on how to remove an Advisor Hold and view a list of advisees with an Advisor Hold in RamPortal. | |
| Advising: Student Advising Details Report | Deans & College Business Managers, Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal | This guide provides instructions for viewing the Student Advising Details Report. This report displays student information, credit summary, advisors, holds, tasks, program of study, course history, and financial information. | |
| Advising: Viewing and Adding Advising Notes | Chair, Program & Grad Coordinators, Faculty & Advisors, RamPortal | This guide provides instructions for viewing, adding, and editing current advising notes via the student’s Degree Audit, and for accessing historical advising notes (created prior to August 2, 2024). | |
| Advisor: How to Change or Maintain Faculty Advisor Assignments | Deans & College Business Managers, Chair, Program & Grad Coordinators, RamPortal | This document provides instructions for making a change to a faculty member/advisor in RamPortal using the SIAINST page. (Ie., activate, inactivate status or leave, add a department, delete a department, etc.) This is used for use by Deans, College Business Managers and Department Chairs. LAST EDIT DATE: 3/25/2024 | |
| Assign Faculty to Departments in RamPortal | Chair, Deans & College Business Managers, RamPortal | This document provides instructions for assigning faculty to their respective departments in RamPortal and using the SIAINST page. The target audience is Deans and College Business Managers. This step must be completed prior to assigning faculty to specific courses in CLSS. LAST EDIT DATE: 8/9/2024 | |
| Assign Faculty to Departments in RamPortal | Deans & College Business Managers, RamPortal | This document provides instructions for assigning faculty to their respective departments in RamPortal and using the SIAINST page. The target audience is Deans and College Business Managers. This step must be completed prior to assigning faculty to specific courses in CLSS. LAST EDIT DATE: 6/28/2024 | |
| Banner Page Name Convention | RamPortal 101, RamPortal | The seven-letter naming convention used throughout the Banner Administrative Applications help you to remember page or form names more readily. | |
| Class Registration: Enrolling Students in a Class | Chair, Program & Grad Coordinators, Deans & College Business Managers, Staff, Student Success Coordinators, Most Recently Updated, RamPortal | This guide provides instructions for how to register students for classes in RamPortal. It also covers registering students from a waitlist, removing a course from a student’s schedule and understanding lab, lecture, and corequisite requirements. | |
| Class Registration: Registering for Courses with a Lab or Corequisite Component | RamPortal | This video provides instruction to register for courses with co-requisites such as
labs, etc. Navigating closed class, waitlist, pre-requisite/corequisite and reserve
capacity errors for this situation are also included. LAST EDIT DATE: 11/14/2024
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| Class Roster: My Class Roster for Faculty | Most Recently Updated, Faculty & Advisors, RamPortal | This document provides instructions to view, email or export a class roster or wait list, in addition to viewing detailed course and enrolled student information options via the Faculty Center card on the RamPortal homepage. This is intended for use by faculty members. LAST EDIT DATE: 6/21/2024 | |
| Class Schedule and Class Roster Reports | Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, Staff, Faculty & Advisors, RamPortal | This document provides instructions for viewing the new Class Schedule and Class Roster reports within RamPortal. LAST EDIT DATE: 05/30/2025 | |
| Class Sections by Professor Report: How to Access, Navigate, and Customize | Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal | This document provides instruction for viewing a Class Sections by Professor report via the Academic Department Resources card on the RamPortal homepage. This is intended for use by Deans, Department Chairs and supporting staff. LAST EDIT DATE: 6/5/25 | |
| Class Search: Browse Courses By Term | Deans & College Business Managers, Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal | Use this guide to understand how to search for classes in RamPortal using the Browse Courses by Term feature or by using the Class Search tool on the Registrar's website. | |
| Code Reference Guide: A Guide to Common Codes Found in RamPortal | RamPortal | This easy-to-print document contains code definitions for Term, Student Status, Registration and Instructional Method codes. LAST EDIT DATE: 7/29/2024 | |
| Course Planning in CLSS/Courseleaf | CLSS/CourseLeaf | This reference document is used by Deans, Chairs, Program Coordinators, Grad Coordinators and Administrative Staff who build classes. The Courseleaf “CLSS” system is an academic scheduling software used to build and manage classes at WCU. While CLSS is accessed via the RamPortal system (supported by the Academic & Enterprise Systems (AES) Department), CLSS/Course leaf training and resources are managed by the Registrar’s office. LAST EDIT DATE: 1/16/2025 | |
| Courses: How to Manage Cancelled Courses with Enrolled Students | Chair, Program & Grad Coordinators, Staff, RamPortal | This document provides instructions to cancel a course, remove and notify any enrolled students from that course. When a department cancels a course and students are enrolled, the students are not automatically dropped from that course. The students need to be removed and notified manually. LAST EDIT DATE: 7/16/2024 | |
| Courses: My Courses for Faculty | Faculty & Advisors, RamPortal | This document provides instructions for a faculty member to view their courses using the “My Courses” link via the Faculty Center card on the RamPortal homepage. LAST EDIT DATE: 7/26/2024 | |
| Degree Audit: Navigating and Understanding the Audit | Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, RamPortal | This guide provides an overview of the Degree Audit in RamPortal. | |
| Degree Audit - What-If Tool | Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal | This document will provide instructions to the “What-If” tool which will allow a student or advisor to see how the courses a student has taken would fit into different or new program requirements. This can be used if a student is changing their major, adding a concentration or adding a minor. The information found here is for planning purposes only. Students and advisors should confirm requirements and any applicable exceptions for the appropriate departments before any changes are made to the student’s record. LAST EDIT DATE: 7/16/2024 | |
| Degree Clearance Process for Faculty and Staff
Graduation, RamPortal |
Faculty & Advisors, Chair, Program & Grad Coordinators | This document provides instructions for the designated faculty clearer on how to approve or deny a student’s completion of program requirements for graduation. LAST EDIT DATE: 5/15/2025 | |
| Faculty Workload Assignments SIAASGN | Deans & College Business Managers, RamPortal | This document provides instructions for Deans and College Business Managers to enter or update faculty workload assignments on the SIAASGN page. LAST EDIT DATE: 8/21/2024 | |
| Grading: Entering Final Grades in RamPortal | Faculty & Advisors, RamPortal | Use this guide to enter and manage grades in RamPortal during the grading window that is emailed from the Registrar Office. |
Grades |
| Grading: Change of Grade Request (Fall 2024 Onward) | This guide provides instructions for faculty to submit a Change of Grade Request in RamPortal for courses from Fall 2024 onward, after the grading window has closed and grades have rolled. | Grades | |
| Grading: Change of Grade Request (Pre-Fall 2024) | This guide provides instructions for faculty to submit a Change of Grade Request in RamPortal for courses taught prior to Fall 2024, after the grading window has closed and grades have rolled. Approval by the Chairperson, Dean, and Provost Office is required due to the age of grade. | Grades | |
| Grading: How to Approve a Change of Grade Request for Approvers | This guide provides instructions for approvers to review, input decision, and submit a Change of Grade Requests submitted through RamPortal. | Grades | |
| Grading: Change of Grade on Instructors Behalf for Chairs | This guide is for Chairs to submit a change of grade on an Instructors behalf. If an instructor is no longer available and a grade change is needed for a course taught by the unavailable instructor, the current chairperson of the department for the course may request a grade change on behalf of the instructor. | Grades | |
| Holds: A Guide to Managing Holds for Staff | Staff, Chair, Program & Grad Coordinators, Most Recently Updated, RamPortal | SOAHOLD - These instructions are intended for staff who manage students holds. These instructions provide information on how to add and remove holds from the student records. Advisors, please see the "View Advisees and Remove Advisor Holds" document, as your process differs from the chair/staff process to remove holds. LAST EDIT DATE: 6/25/2024 | |
| Home Page Navigation: A Guide to Navigating the RamPortal Home Page | RamPortal 101, Deans & College Business Managers, Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal | This document will guide the user through the RamPortal home page, which is the first step in accessing the WCU Student Information System and additional campus applications. This homepage will serve as a centralized hub for tasks and information and can be customized for the ultimate user experience. | |
| My Personal Links - How to Add Links | RamPortal | This document provides instructions to add favorite links to the “My Personal Links” card on the RamPortal home page. LAST EDIT DATE: 7/17/2024 | |
| Navigate Reports | Navigate |
Navigate provides powerful reporting tools to help users track student progress, identify trends, and support data-driven decision-making. To streamline access to relevant reports, we have organized documentation and instructional videos into specific folders based on reporting needs: Reports by Department – Access reports tailored to academic departments for student tracking, messaging,
and resource allocation. For technical or training needs, please email Navigate@wcupa.edu. |
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| Navigate Training | Navigate | Navigate is a student success platform used as a centralized hub for students, faculty and staff to connect and collaborate around student success, and offers various reporting and search options for student information. The title link to the left will take the user to the Navigate Training web page. | |
| OnBase Forms Training
Academic Progress Plan, Academic Forgiveness, Term Withdrawal, Graduate Coordinators, Accelerated Bachelor's to Master's Enrollment Request Form, Credit by Exam, Independent Study, Individualized Instruction, Petition for Exception to Policy, Tenure and Promotion |
OnBase Forms | OnBase is a centralized system used for managing and automating online forms, which for faculty and staff is accessed outside of RamPortal. The title link to the left will take the user to the OnBase Training page, where instructions for the following forms can be found: Academic Progress Plan, Academic Forgiveness, Term Withdrawal: Graduate Coordinators, Accelerated Bachelor's to Master's Enrollment Request Form, Change/Add/Update Program of Study, Credit by Exam, Independent Study, Individualized Instruction, Petition for Exception to Policy, and Tenure and Promotion. | |
| Person Search | RamPortal 101, RamPortal | This document provides instructions to search for a person’s information within the RamPortal administrative pages, for use by staff, chairpersons, graduate coordinators and leadership. LAST EDIT DATE: 3/27/2024 | |
| Personal Information: How to View and Update
Pronouns, Gender, Preferred Name, Email, Phone, Address |
RamPortal 101, Deans & College Business Managers, Faculty & Advisors, Staff, Chair, Program & Grad Coordinators, Student Success Coordinators, RamPortal | This document provides instructions to view and update personal information including preferred pronouns, gender identity, preferred first name, email, phone number and address via the “My Personal Information” card on the RamPortal homepage. LAST EDIT DATE: 10/25/2024 | |
| Registration Errors & Next Steps | This page displays common registration errors, descriptions and next steps to resolve those errors. | ||
| Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal | Use this guide to understand how to issue registration overrides in RamPortal using SFASRPO. | ||
| Registration Plans: How to Create and Register a Student from a Plan | This document instructs advisors to create and register a student using a plan within RamPortal. RamPortal's "Plan Ahead” tool allows advisors to create a plan for their upcoming registration date. LAST EDIT DATE: 2/28/2025 | ||
| Plan Ahead for Registration in RamPortal - Advisors | Faculty & Advisors, Student Success Coordinators, Most Recently Updated, RamPortal | This document instructs advisors to create a plan for students within RamPortal. RamPortal's "Plan Ahead" tool allows students to explore courses and plan for their upcoming registration date. LAST EDIT DATE: 3/25/2024 | |
| Search Card: Using the RamPortal Search Card | RamPortal 101, Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal | This card is used to complete a quick search of the pages within RamPortal and administrative pages. Access to pages is contingent on your security and role. This feature is not available for students. | |
| Student Profile: Access Student Information | Chair, Program & Grad Coordinators, Deans & College Business Managers, Faculty & Advisors, Student Success Coordinators, Most Recently Updated, RamPortal | This document provides instructions for Faculty, Advisors and Department Chairpersons to search for and view a student’s information on the Student Profile via the Faculty Center card. LAST EDIT DATE: 4/30/2024 | |
| Test Scores: How to View Student Placement Scores | Chair, Program & Grad Coordinators, Faculty & Advisors, Staff, RamPortal | This document provides instructions for faculty and staff to view a student’s test (placement) scores in RamPortal via their Student Profile. LAST EDIT DATE: 10/24/2024 | |
| Transfer Credit Summary: How to View Student's Transfer Credit Summary | RamPortal | This document provides instructions for faculty and staff to view a student’s transfer credit summary in RamPortal. | |
| Unofficial Transcript: How to View a Student's Unofficial Transcript | RamPortal | This document provides instructions for faculty and staff to view a student’s unofficial
transcript via the Student Profile in RamPortal. Current classes that are in-progress
and not yet graded will not show on transcript. LAST EDIT DATE: 10/15/2025 NOTE: Some holds prevent access to student transcripts. The Degree Audit is an alternate location to view the student’s course history information. Students can view the “Holds” card on their RamPortal home page for Hold information. |
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| VPN: Connecting to WCU's VPN | RamPortal 101, Deans & College Business Managers, Chair, Program & Grad Coordinators, Staff, RamPortal | This page is used to provide instructions for those working off campus to log into the VPN, or Virtual Private Network. | |
| Waitlist Errors & Resolutions | This page displays common waitlist errors, descriptions and next steps to resolve those errors. | ||
| Waitlist Report: Monitoring and Tips | This guide explains how Departments can monitor waitlists, tips for understanding the data, and ways to support students. |
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