Faculty and Staff Training

Ram Portal Tutorials

 

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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: My Advisee Information Faculty & Advisors Use RamPortal to view your advisees, check registration information (time tickets), and manage advisor holds. Choose the option that best fits your needs: a detailed student view (Faculty Center), an at-a-glance list (Advising Listing Card), or a comprehensive report (Advisee Listing Report).  
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  
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
Registering for Courses with a Lab or Corequisite Component Video
 
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 guide explains how to access and use the Class Schedule Report to view course sections and student roster details for a selected term.  
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  
Courseleaf (CLSS): Access, Training, and Support CLSS/CourseLeaf Courseleaf (CLSS) is the academic scheduling software used at West Chester University to build and manage class offerings. CLSS is accessed through RamPortal; however, CLSS training, documentation, and functional support are managed by the Registrar’s Office.  
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 guide provides instructions for designated faculty clearers to approve or not approve a student’s completion of program requirements for graduation.  
Faculty Management: Assigning Faculty Status, Role, and Department Chair, Deans & College Business Managers, RamPortal Use this guide to assign faculty status, role, college, and department in RamPortal using the Faculty/Advisor Info (SIAINST) page.  
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   This guide provides instructions for faculty to submit a Change of Grade Request in RamPortal for courses after the grading window has closed and grades have rolled.    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 explains how department chairs can submit a Change of Grade request in RamPortal on behalf of an instructor who is no longer available at the University. Grades
Grading: Change of Grade Workflow Experience Card   This guide explains how to use the RamPortal Workflow Experience Card to quickly access and review Change of Grade requests awaiting your approval.    
Holds: A Guide to Managing Holds for Staff Staff, Chair, Program & Grad Coordinators, Most Recently Updated, RamPortal This guide provides instructions for staff who manage student holds using the SOAHOLD administrative page in RamPortal.  
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.
Reports by College – View data and insights specific to individual colleges.
Reports by Major or Minor – Analyze student performance, retention, and engagement based on specific majors or minors.

For technical or  training needs, please email Navigate@wcupa.edu.

  
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.   

Class Registration: Issuing Registration Overrides

 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 guide explains how to access the Student Profile in RamPortal and provides an overview of the information available.  
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 guide provides instructions for faculty and staff to view a student’s unofficial transcript in RamPortal using the Student Profile.   

  
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.