[Important Information for Employees] New Electronic Schedule Adjustment Form

[Information Technology Services CIO Office]

Sending on behalf of the Registrar's Office:

Dear Faculty,

We are excited to announce that in collaboration with ITS, we have launched
a *new electronic routing form to replace the paper process of the ‘course
schedule adjustment form’.  *The new form will be available starting today
Students can find the new electronic course schedule adjustment form from
either the Registrar's Forms webpage
<https://www.plattsburgh.edu/about/offices-divisions/registrar/dates-and-forms.html>,
or the Course Withdrawal Schedules and Procedures webpage
<https://www.plattsburgh.edu/about/offices-divisions/registrar/course-withdrawal.html>,
or via myPlattsburgh portal under the Registrar section on the student tab.

The new electronic course schedule adjustment form (which can be used by
students to submit a late course add, a course withdrawal, or late course
withdrawal) will dynamically route to the appropriate individuals for
approval, based on the specific type of adjustment requested.  Approvers
will receive email notifications with a link to provide their approval.
Once approved, the form will route to the next person in the approval chain
and that individual will receive an email and link to approve in a similar
manner.

We are confident that this new process will streamline processing and save
valuable time for faculty, students and staff.

Here are some basic instructions on how to provide electronic approvals:


   - You will receive an email with the subject line ‘Electronic Form
   Approval - Workflow Step Assignment’ (screenshot 1)

   - Open the email and click on the link under ‘To act on this Approval
   step, click on the link below.'  The ‘Requested by’ or ‘Requestor’ is the
   student who submitted the request (screenshot 2).

   - After clicking the link in the email, you will be brought to the main
   request page.  This is where you approve/reject the request.  However, *to
   first view all the details of the request, click the link under ‘Service
   Request Details’* (screenshot 3).

   - On the ensuing page, you will see all the details of the request (you
   will have to scroll down to display all details).  If you need to add an
   attachment to the approval chain (ex. for late course add, explaining how
   the student would make up the required work) you can do so here on the
   right side of the page (screenshot 4).

   - Once you have reviewed the request details, you can either click the
   back arrow in your browser, or click on the link from the email again, to
   be brought back to the request main page to approve.  Click ‘Approve’
   (screenshot 5).

   - You will have the opportunity to provide comments with your approval.
   Regardless if you provide comments or not,* you must click ‘Save’ to
   submit your approval* (screenshot 6).

   - After clicking save, you will see a notation that your step has been
   approved.  You can also see the approval history at the bottom of the page
   as well (screenshot 7).




*Screenshot 1*

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*Screenshot 2*
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*Screenshot 3*

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*Screenshot 4*


[image: image.png]



*Screenshot 5*

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*Screenshot 6*


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*Screenshot 7*

[image: image.png]

If you have questions about this new form, please contact the registrar's
office at registrar at plattsburgh.edu or via phone 518-564-2100.

Thank you and have a good day.


-- 

*TJ Myers*

Director & Chief Information Officer

Information Technology Services

215 Feinberg

101 Broad Street
<https://maps.google.com/?q=101+Broad+Street+Plattsburgh,+NY+12901&entry=gmail&source=g>

Plattsburgh, NY 12901
<https://maps.google.com/?q=101+Broad+Street+Plattsburgh,+NY+12901&entry=gmail&source=g>

(o) 518-564- <(518)%20564-2449>5180

(f) 518-564-3817

*plattsburgh.edu <http://plattsburgh.edu/>*
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