PASS CX - Dashboard Overview

An overview of the Campus Experience Dashboard - its menu and sub-menus, including links to pertinent KB docs to help facilitate knowledge and resolving questions.

1. Dashboard -
   Accessible by Applicant, Guest/Parent, Student, Advisor, Instructor, Staff, Staff Basic, Staff Full
   *main page of PASS CX, which holds the menu and widgets for all areas.
   
   
2. Class Information -
   Accessible by Public, Applicant, Guest/Parent, Student, Advisor, Instructor, Staff, Staff Basic, Staff Full
   *page contains links to:
   Browse Classes - A list view of classes offered in a particular term.  The only filters in this view is Term, Career and Subject.
   Course Catalog - A list of active courses, but not all are scheduled yet.  The list defaults to display all subjects; additional filters exist.
   Class Search - A way to immediately get to section level and contains the most filter options.  
   
   
3. Schedule -
   Accessible by Student, Guest/Parent, Instructor
   *displays/prints the user's daily, weekly, or monthly schedule in calendar or list views.
   
   
4. Enrollment -
   Accessible by Student
   *contains links to: 
   Planner - used to plan coursework for current and/or future terms.
   Shopping Cart - used to search for, add, validate, and enroll in classes, among other things.
   Edit Enrollment - used to edit enrollment options.
   Drop Classes - used when dropping classes.
   Enrollment Dates - used to view their shopping cart appointments, enrollment appointments, and open enrollment dates.
   Swap Classes - used to swap classes.
   Schedule Builder - used to assist in building schedule.
   NSC Enroll Verify - used when enrollment verification is needed.
   Print Voter Enrollment - provides verification letter for voter enrollment.
   
   
5. Academics -
   *contains links to the following pages:
   Programs
       - Student access only 
       - displays the applicant/student's programs, regardless of status.    
   Test Scores
       - Applicant/Student access
       - displays any test scores brought in during application process (i.e., AP, ACT, WEMPT)
   Degree Progress
       - Student access only
       - displays student's degree progress and Academic Advisement Report (AAR).
   Course List
       - Student access only
       - displays all courses taken
   View Unofficial Transcript
        - Student access only.
        - displays unofficial transcript, as well as providing PDF view/print.
   Grades
        - Student, Guest/Parent access
        - displays grades for term selected.
   Advisor Information
        - Student access only
        - displays advisor information.
   Transfer Credit
        - Applicant, Student access
        - displays transfer credits.
   My Book List
        - Student access only.
        - displays on-campus, undergraduate student's most current book list, which is available only after completion of their Textbook Agreement task.
   My Books to be Returned
        - Student access only.
        - displays on-campus, undergraduate student's list of books that need to be returned to avoid an account hold.
   Request an Official Transcript
        - Student access only.
        - allows for student to request an official transcript.
   
   
6. Financials -
   *contains links to the following pages:
   What I Owe
        - Applicant, Student, Guest/Parent access
        - Shows what is owed
   Make a Payment
        - Applicant, Student, Guest/Parent access
        - Steps for making a payment, 3rd party payment site
   Account Activity
        - Applicant, Student, Guest/Parent access
        - Shows all financial account activity.
   View Financial Aid
        - Applicant, Student, Guest/Parent
        - Displays selected term's financial aid information.
   Satisfactory Academic Progress
        - Applicant, Student access
        - Shows SAP status.
   Financial Aid Summary
        - Applicant, Student access
        - Shows financial aid summary.
   Accept/Decline Awards
        - Applicant, Student access
        - Allows user to view current/past aid year offerings and accept/decline current available financial awards.
   View 1098-T
        - Student access only.
        - Allows user to online access to their 1098-T documentation.
   Direct Deposit Accounts
        - Student access only.
        - Set up a bank account for direct deposit of Refunds.
   Monthly Bill
        - Student access only
        - Opens Student Bill request.
   Transactions by Date
        - Student, Guest access
        - Lists out all financial activity for a specified time period.
   Employer Reimbursement Stmt
        - Student Access Only
        - Opens employer reimbursement statement process.
   
   
7. My Information -  
   *contains links to the following pages:
   To Dos
        - Applicant, Student, Guest/Parent access
        - Displays any items needing attention and/or awaiting completion.
   Tasks
        - Applicant, Student, Guest/Parent access
        - Displays pending and completed agreements.
   Holds
        - Applicant, Student, Guest/Parent access
        - Displays pending items needing attention to allow process to continue.
   Notifications
        - Applicant, Student access
        - Displays notifications. 
   Privacy Settings
        - Student access only.
        - Opens a separate tab displaying the campus's FERPA web page, which provides guidance and information regarding FERPA regulations.
   
   
8. My Profile -  
   Accessible by Applicant, Student
   *contains links to the following pages:
   General Information - contains ID#s and Programs.
   Biographical Information - contains Names, Bio Info, and Ethnicity.
   Contact Info
        - Adding/Updating an Address, Phone, or Email.
   Emergency Contacts - contains emergency contact info.
   
   
9. Manage Guests - 
   Accessible by Students
   *page gives users the ability to create guest accounts to allow their family and friends access to view and/or update their information.
   
   
10. Friends -
    Accessible by Student
    *page opens Friends module, which allows user to send, accept, and manage requests from other students for viewing each others schedules.
    
    
11. Class Roster -
    Accessible by Instructor
    *page allows users to view the students who are enrolled, dropped and waitlisted in the classes they are teaching. 
    
    
12. Grade Roster -
    Accessible by Instructor
    *page allows users to view and grade the students in the classes they are teaching.
    
    
13. View Advisees -
    Accessible by Advisor
    *page allows users to view the advisor view of the student center.
    
    
14. Look up Student -
    Accessible by Staff Basic, Staff Full
    *page allows users to view the staff view of the student center, similar to the Student Services Center in Full Site (PASS).
    
    
    
15. Change My Password -  
    Accessible by Guest/Parent
    *opens page in new tab allowing users to update their password.
    
    
    
16. Reserve A Date -
    Accessible by Applicant, Student
    *link that opens our New Student Registration process for applicable users.
    
    
17. Housing/Meal Plans -
    Accessible by Applicant, Student
    *link that opens a page in a new tab that allows user to access the Housing/Meal Plans application, if applicable. 
    
    
18. Shortcuts
    *contains links to the following pages:
    Office 365 (Email)
         - Staff, Instructor, Advisor, and Student access
         - Opens a new tab to access web-based version of email application.
    Canvas
         - Staff, Instructor, Advisor, Student and Applicant access
         - Opens a new tab to Canvas login page.
    Pioneer Portal
         - Staff, Instructor, Advisor, Student and Applicant access
         - Opens a new tab to Pioneer Portal Home page.
    Password Self-Service
         - Staff, Instructor, Advisor, Student and Applicant access
         - Opens a new tab to Self Service Password Reset page (must be connected to UWP network).
    Zoom
         - Staff, Instructor, Advisor, Student and Applicant access
         - Opens a new tab to Zoom Video Conferencing page.
    Knowledge Base
         - Staff, Instructor, Advisor, Student and Applicant access. Also, visible through Public Class Search.
         - Opens a new tab to UW-Platteville ITS Knowledgebase: PASS CX documents.
    ITS Help Desk
         - Staff, Instructor, Advisor, Student and Applicant access.
         - Opens a new tab to ITS Help Desk SharePoint page that provides contact info and additional informational links.
    
    
19. Full Site -
    Accessible by Applicant, Student, Instructor, Advisor, Staff, Staff Basic, Staff Full
    *takes user to their fluid homepage.
    
    
20. User name/Photo/Initials  -    
    Accessible by Applicant, Student, Guest/Parent, Instructor, Advisor, Staff, Staff Basic, Staff Full       
    *contains the following link to log the user out of the PASS system:
    Logout
    
    
21. Gear (upper right of page) -
    Accessible by Public, Applicant, Guest/Parent, Student, Advisor, Instructor, Staff, Staff Basic, Staff Full
    *Contains links to the following:
    About - contains links to knowledge base articles and help desk contact info.
    Leave Feedback - opens window for information entry for questions and feedback.