Core User Training – Functional

Core Users are individuals across the College who learn, and perform, complex Business Processes (e.g. SWF, Student Finance), create new data (e.g. courses) and create new reports.

Training information on this page is organized by Thesis SM modules, and is separated into training around each business process.

PLEASE NOTE: This page is currently under construction – the materials shared are not necessarily finalized, some materials are shared as samples and may not directly relate to the topics where they are linked, and the overall navigation of the page may change.
Training Type Icon Definition
Business Process Diagram Business Process Diagram Icon Flow chart showing the sequence of steps to get from the start to the end of a business process
Business Process Walkthrough Business Process Walkthrough Icon Video presentation guiding users through the steps in a business process
Task Guide Task Guide Icon Short, 1-2 page guide showing the key steps for completing a task in Thesis SM
Training Type Icon Definition
Video Tutorial Video Tutorial Icon Short video demonstrating the completion of a task or process in Thesis SM
Practice Simulation Practice Simulation Icon Interactive demonstration of a task or process in Thesis SM
Practice Exercise Practice Exercise Simulated task or lookup in which users demonstrate their ability to complete the steps in Thesis SM

 

Basic Navigation

Task Task Guide Video Tutorial Guided Simulation Practice Exercise
Getting Started (log in, reset password, interface basics, icons) Getting Started Task Guide Getting Started Video Tutorial Getting Started Simulation
Nav 101 – Menus (module basics, search menus, utilities) Nav 101 – Menus Task Guide Nav 101 – Menus Video Tutorial
Nav 101 – Person Records Nav 101 – Person Records Task Guide Nav 101 – People Records Video Tutorial
Nav 101 – Context Menu Nav 101 - Context Menu Task Guide Nav 101 – Person Record/Context Menu Video Tutorial
Nav 101 – Search Function Nav 101 – Search Function Task Guide Nav 101 – Search Function Video Tutorial
Nav 101 – User Boards Nav 101 – User Boards Task Guide Nav 101 – User Boards Video Tutorial

Community (student personal information, personnel information)

Business Process Diagram Walkthrough Video Tutorial Guided Simulation Practice Exercise
Introduction to Business Processes Introduction to Business Processes Walkthrough
Merge Matched Records Manage Matched Records Diagram Manage Matched Records Walkthrough Merge Matched Records Video Tutorial Merge Matched Records Guided Simulation Merge Matched Records Practice Exercise
Legal Name Change Legal Name Change Diagram Legal Name Change Walkthrough
Create Person Create Person Diagram Create Person Walkthrough Create Person Video Tutorial Create Person Guided Simulation Create Person Practice Exercise
Update Person Update Person Diagram Update Person Walkthrough Update Person Video Tutorial Update Person Guided Simulation Update Person Practice Exercise
Create Organization Create Organization Diagram Create Organization Walkthrough Create Organization Video Tutorial Create Organization Guided Simulation Create Organization Practice Exercise
Update Organization Update Organization Diagram Update Organization Walkthrough Update Organization Video Tutorial Update Organization Guided Simulation Update Organization Practice Exercise
Create/Update Organization Contact Create/Update Organization Contact Diagram Create/Update Organization Contact Walkthrough Create/Update Organization Contact Video Tutorial Create/Update Organization Contact Guided Simulation Create/Update Organization Contact Practice Exercise
Change Preferred Name Change Preferred Name Diagram Change Preferred Name Walkthrough Change Preferred Name Video Tutorial Change Preferred Name Guided Simulation

Academic – Curriculum (program, curriculum, course data)

Business Process Diagram Walkthrough Video Tutorial Guided Simulation Practice Exercise
Create New Course
Create New Version of Program Curriculum

Admissions (applications, status)

Business Process Diagram Walkthrough Video Tutorial Guided Simulation Practice Exercise
Create Admissions Record
Review Applications

Academic – Student (student academic records, grades, registration, holds)

Business Process Diagram Walkthrough Video Tutorial Guided Simulation Practice Exercise
Enrollment & Registration – New Student
Course Grade Publishing

Billing/Student Financials (tuition and fees, transactions, invoicing, refunds)

Business Process Diagram Walkthrough Video Tutorial Guided Simulation Practice Exercise
Set up Billing
Invoicing

Financial Aid (bursaries, awards)

Business Process Diagram Walkthrough Video Tutorial Guided Simulation Practice Exercise
Award Management
Financial Aid Package