Topics and notes for CUNYfirst Reporting Instance training sessions for Query Managers.
Group the topics and consider time required for coverage of topic. The idea Our plan is to schedule some 1-1.5 hr training sessions for Query Managers . We'll record these sessions so they are available for later reference by others.(and Viewers). The sessions will be recorded and be made available - possibly through a Blackboard organization (more info on this to follow).
Basic Training Topics
- Production Reporting vs Reporting Instance
- Locating the Reporting Instance
- Permissions and access for the Reporting Instance - roles and SACR
- - see CS Reporting Access Request Form and HR Reporting Access Form
- Public query versus private query in the Reporting Instance
- Viewing public and private queries How to use prompts and using prompts (finding terms, admit from, admit to, degree, academic plans etc)
- Planning a query. What user information is needed?
- What is a student?
- Basic records in Campus Solutions: ACAD_PROG, ACAD_PLAN, STDNT_CAR_TERM, CLASS_TBL_SE_VW (STDNT_ENRL and CLASS_TBL).
- Table key structure
- Effective dating
- Joining tables
- Selection criteria
- Saving a Query
- Copying a Query to Another User
...