Presentation from Salesforce.org Higher Ed Summit 2018 by: Dan Kellogg, Registrar. The University of Wisconsin Flexible Option competency-based programs enable students to earn their degrees by demonstrating knowledge and concrete skills at their own pace. As part of the enrollment process, a student is assigned to an Academic Success Coach, and both will work together to develop an Academic Plan of Study (APS) that determines the number of competency-based projects in which the student will enroll over the span of three months to one year. The APS also serves as a foundation for the registration process for a 3-month subscription period within that year. Explore how the University of Wisconsin-Extension Registrar's Office works with Academic Success Coaches and their students using an extended Salesforce HEDA model, Opportunities, and Course Connections for the academic planning and registration process. Watch a recording of this presentation: https://youtu.be/LDkoICKZ_5o

1. Planning and Registration
for Student Success
University of Wisconsin-Extension
Dan Kellogg, Registrar

2. Session Overview
1. Provide an understanding of how the Academic Plan of Study serves as
the foundation for Course Registrations
2. Demonstrate how the Office of the Registrar manages Courses
Connections, Enrollment Statuses and Student Degree Plans in
Salesforce

3. University of Wisconsin System
26 Campuses
• 13 four-year universities ( 2 Doctoral)
• 13 two-year colleges
UW-Extension (statewide programs)
• Cooperative Extension
• Entrepreneurship and Economic Development
• Broadcast Media.
• Continuing Education, Outreach and E-Learning
UW System 2018-19 Restructuring News
• 13 four-year universities with branch campuses
• UW-Extension to be aligned under UW System
175,000 students

4. UW-Flexible Option Degree Program Launched January 2014
• WI Board of Regents authorized UW-Extension with their own degree granting authority in December 2015
Self-Paced, Online Degree and Certificate Program
• Learners demonstrate mastery of work and progress at their own pace.
Subscription Periods
• Twelve 3-month subscription periods aimed at serving adult and non-traditional learners
• Students are able “pause” and “resume” subscription periods based on life circumstances
• Competencies organized in groupings similar to traditional courses
Competency Based Education

5. UW Flexible Option Program Offerings
Degree Completion Programs
● Associate of Arts and Science (UW Colleges)
● Bachelor of Science in Nursing, RN to BSN completion (UW-Milwaukee)
● Bachelor of Science in Biomedical Sciences Diagnostic Imaging degree completion (UW-Milwaukee)
● Bachelor of Science in Information Science and Technology degree completion (UW-Milwaukee)
● Bachelor of Science in Business Administration degree completion (UW-Extension)
Certificate Programs
● Business and Technical Communications (UW-Milwaukee)
● Project Management (UW-Parkside)
● Substance Use Disorders Counselor (UW-Madison)

6. • January 2014 UW-Flexible Option Degree Launched (first term of enrollment)
• December 2015 WI Board of Regents Authorizes Degree Granting Status to UW Extension
• January 2016 forward
• Build the Student Engagement System in Salesforce
• Begin marketing and recruiting students
• Develop academic policies and design a university catalog
• Apply for HLC Accreditation
• December 2016 Bachelor of Science in Business Administration Launched (first term)

7. Salesforce Environment
UW Extension
- Open source portal for higher education
- Shared services through our Central IT
- SalesCloud
- Lightning interface
Student Services Units Using Salesforce
- Admissions, Advising, Bursar,
Financial Aid, and Registrar
Customized Solutions Included (HEDA):
- Student Degree Plans
- Course Catalog with Prerequisite Checking
- Transfer Credit Equivalencies
- Managing Instructor Assignments
Implementation partner Sierra Cedar
Collaboration of partnership configurations to provide a seamless student experience

8. Key Terms
Student Engagement System (SES)
• UW Extension system of record to mange both student and academic records
• UW Campus partner system of record (PeopleSoft)
Student Portal (my UW)
• myUW is the student portal used to plan and register for courses
• Open source enterprise created through uPortal

9. Key Terms continued
Academic Plan of Study (APS)
• Road map to graduation – created in the student portal and requires advisor approval
• Multiple subscription period (SP) planning (minimum of four)
• APS set-up in the portal but are loaded in the SES as Student Degree Plans (SDP)
Student Degree Plan (SDP)
• Each SDP is associated with a specific SP (term)
• SDPs are records that may include past, current and future SP of study
• Actual registrations may not always match the APS, as students registers AFTER meeting with advisor
• If student stops out more than one year, they must re-apply for admissions (requiring SDP clean-up)
• Add/drops/withdrawals/cancellations/prerequisites and deferrals all impact SDPs

10. My UW Student Portal

11. Student Self-Service “My Academic Record”
Transfer Credit, Course Schedule, Degree Progress Dashboard

12. Student Self-Service “My Academic Plan”
Plan Course by SP – Send to advisors for approval

13. Course Registrations and Credit Equivalents
Competency Area: Business Economics 3.00 CE MD
BEI 100: Microeconomic Market Analysis I 1.00 CE M
• Demonstrate a working knowledge of economic terms and concepts
• Apply microeconomic models of supply and demand to analyze the impact of economic factors on product markets
BEI 105: Microeconomic Market Analysis II 2.00 CE MD
• Analyze how the demand and supply function in resource markets
• Analyze the impact of government regulations on business and consumers
• Analyze the consumer behavior and how it determines demand
• Analyze the producer behavior and how it determines supply
• Analyze the effect of competition on market price, output, and consumer welfare
Students register for projects (e.g. BEI 100 and BEI 105)

14. Student Self-Service “Register”

15. Course Planning and Registration
Office of the Registrar

16. Course Registrations
Course Registration
• Registration window opens one month prior to the start of the Subscription Period (SP)
• Students registers for one SP at a time
• Course registrations appear within widgets on the Register's Office Homepage
• Course enrollment status remains at “registered” status until the term starts, then flipped to “enrolled”

17. Self-Service Planning & Registration
Student builds an academic plan of study

18. Self-Service Planning & Registration
Student registers – which creates Student Degree Plans and Course Connections

19. Registrar’s Office Home Page

20. Registrar’s Office Home Page

21. Enrollment Opportunity
Academic Planning through Enrolled

22. Student Degree Plans (sample view)

23. Course Connection (sample view)

24. Course Connections
Competency Enrollments and Course Connection History

25. Course Connections
Review prerequisites met or not met

26. Student Degree Plan
Project Status
• Projected
• Enrolled
• Completed

27. Course Connections
Tied to
Student Degree
Plan

28. Course Connections
Course Enrollment
Status
• Registered
• Cancelled
• Enrolled
• Dropped
• Withdrawn
• Pending
• Completion
• Unsuccessful

29. Post-Term Student Degree “Clean-Up”
• If the student successfully completes the course with a passing grade, the SDP is forever
tied to the course and will not allow the student to plan for it again in the portal
• If a mark other than mastery or higher is posted, than the SDP for that term is deleted
• Courses at a “registered ” status are cancelled and the SDP tied to the term is deleted

30. Why are SDPs Deleted (removed)
• Students cannot plan or reregister for courses for which they already have an SDP tied to a term
• SDPs with Marks of PR (in-progress), I, W or F are deleted from their original term
• Course Connections do NOT go away, the SDP is only removed to allow for future planning
NOTE:
• Academic actions that occur BEFORE, DURING and AFTER a SP impact not only the enrollment record
that was created but also the projected, registered and enrolled SDP that was linked to that course
• Examples of academic actions that impact the SDP include: course adds/drops/withdrawals, course
repeats, prerequisites not met, term deferrals, administrative withdrawals, suspension statuses
Students who did not successfully master the course must reenroll

31. Next Steps – Future Plans

32. Multiple Campus Partners means
Multiple Information Systems with unique
governance structures and policies
We will attempt to:
• Manage policies/practices across all institutions
• Provide transcript services and diplomas
• Maintain campus branding throughout
• Provide a single sign-on solution
…all under one system
PRISM UW Colleges
SIS (People Soft) and SES
PAWS UW-Milwaukee
SIS (People Soft) and SES
SOLAR UW-Parkside
SIS (People Soft) and SES
my UW UW-Extension
SES (Salesforce)
LMS Desire2Learn
Document Imaging Image Now

33. Vision of the UW-Extension Student Engagement System
• Student Centric
• Flexible & Interchangeable
• Umbrella to multiple apps
• End-to-end Student Lifecycle management
• Leverage data for informed decision-making
• 360° view

35. Questions