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Showing posts with label Ledger. Show all posts
Showing posts with label Ledger. Show all posts

Wednesday, April 8, 2015

Clearing Cache and Cookies

Sometimes your colleagues will not be able to access the new system pages. The most common cause for this problem will be un-cleared cache. This means that the computer is storing outdated snapshots of former web pages, and they need to be cleared out so the new pages can load.

Many times the fix is as simple as hitting the “Refresh” button. But if that doesn’t work, you can clear cache for a specific browser, and clear cookies too, by following the steps outlined in the online resources below.

How to Clear Cache and Cookies in Firefox

http://it.umn.edu/how-clear-cache-cookies-firefox

How to Clear Cache and Cookies in Safari

http://it.umn.edu/how-clear-cache-cookies-in-safari

How to Clear Cache and Cookies in Internet Explorer

http://it.umn.edu/how-clear-cache-cookies-internet

How to Clear Cache and Cookies in Chrome

http://it.umn.edu/how-clear-cache-cookies-chrome


Wednesday, April 1, 2015

After the Upgrade: Getting to Mail and Moodle through MyU

A new MyU is launching as part of the PeopleSoft Upgrade on April 20. It will be available at the same address as the current myU: myu.umn.edu. The new MyU is role-based, with a personalized interface based on what you do at the University. MyU brings together links and information to help faculty, students, and staff get business done at the U.

Will I still be able to access my University email account in MyU?

Yes! Just use the link in the upper right of the new MyU. Alternatively, you can always access your University email account at mail.umn.edu. You’ll need to log in with your Internet ID and password.

Portal Decommission Screenshots.png

Can I still get to my Moodle course sites?


Yes! Look under “Key Links” in the new MyU. Alternatively, visit moodle.umn.edu. Then you'll see all the Moodle course sites you have access to in the Moodle Kiosk on the main page.
Portal Decommission Screenshots (2).png

Questions? Email upgrade@umn.edu.

Friday, March 27, 2015

The New MyU for Faculty

Take a look at new features and changes for faculty in the new MyU. These include streamlined access to teaching and advising information, consolidated grade entry, the Reporting Center, and MyU tabs for research and faculty career information, all available when the Upgrade goes live April 20th.



Learn more at http://upgrade.umn.edu/faculty/index.html

Video coming soon: "New MyU for Employees."

Thursday, March 26, 2015

Changes to Parent/Guest Access to student accounts

The Upgrade will include a new Parent/Guest Access system. This new system will be easier to access, transactions will be easier for parents to complete, and One Stop counselors will have the same view as the user, making questions and issues easier to resolve.

The current system will be taken offline at 4:30 p.m. on Wednesday, April 8. When the Upgrade is complete (scheduled for April 20), the new Parent/Guest Access system will be available.

What’s changing?

There are two important changes for Parent/Guest Access:

  • Students will share grade information by granting access to their unofficial transcript.
  • Parent/Guest Access will be system-wide. That means if a student has attended more than one University of Minnesota campus, the access to the student record will include information from all campuses attended.


What do I need to do now?


  • Students should review the access they currently have set up. This is the access that will be converted to the new Parent/Guest Access system during the Upgrade - with one exception:
    • If you are a student who has provided access to grades but not holds, be aware that your parent/guest will not have access to grades after go-live. If you grant access to holds now, they will have access to your unofficial transcript after the Upgrade is complete. 
  • If you are a student (or the parent of a student) who has initiated the Parent/Guest Access process, be sure it is completed before April 8 at 4:30 p.m. (if not, the student will need to start over in the new system).


What do I need to do when the Upgrade is complete?


  • Students are encouraged to review their shared information settings. To do this, go to myu.umn.edu > My Info > Parent/Guest Access > Share My Information. 
  • Parents should review and confirm their access. To do this, go to myu.umn.edu > Key Links > Parent/Guest Access.


Background

Parent/Guest Access must be granted by the student in order for a parent or guest to access the details or to view and make payments for the student’s account. Students can grant access (allowing parents/guests full access to view the student account and complete online billing and payment) or view-only access to things such as class schedule, financial aid, holds, and unofficial transcripts. No level of access allows the parent or guest to request an official transcript, register for classes, respond to the eFAAN, or update student personal information.

Resources

For students 

How to authorize access

For parents and guests 

How to complete Parent/Guest Access
How to view/pay your student’s bill (coming soon)
How to access your student’s record coming soon)


Tuesday, March 24, 2015

Changes to key student records reports

After the Upgrade a new, centralized MyU Reporting Center will be the hub for your student systems report needs. It will contain links to reports that are being carried forward from UM Reports, UM Analytics and PeopleSoft.  Read the Transitioning to UM Reports blog post to help you prepare for the new MyU Reporting Center.

What’s changing with key student record reports?

The Upgrade will change the appearance, functionality, and location of the tools and reports that you’ve become accustomed to accessing through UM Reports, UM Analytics or PeopleSoft 8.9. Some are being retired and others are being replaced by real-time data in PeopleSoft pages. Review the information below to prepare for changes to key student record reports.

Academic Record

  • The UM Report - Academic Record will be replaced by PeopleSoft pages with real-time data that covers the same information. After the Upgrade, this information will be found through the new MyU → Click “Key Links” → select Reporting Center → Student Services → Student Records.
  • To get to an assigned advisee’s Student Center page, where you can view and print “unofficial transcripts,” start in the new MyU → click Key Links tab → select Advisor Center → click on “View Student Details” next to an advisee’s name and ID → select “Transcript: View Unofficial” from the “Other Academics” drop-down menu.
  • Any current staff member who has view access to PeopleSoft Student Records can access the PeopleSoft Student Services Center page, which contains the information replacing the UM Report - Academic Record.

Graduate Education Student Profile

  • The Graduate Education Student Profile will be replaced by PeopleSoft pages with real-time data that covers the same information. 
  • After the Upgrade, this information will be found through the new MyU → Click “Key Links” → select Reporting Center → Student Services → Student Records. This will include:
    • General info
    • Service indicators
    • Addresses
    • Transfer credit information
    • Academics 

How to print an unofficial transcript

  • Only advisors will be able to print an unofficial transcript through the advisee’s Student Center page in the Advisor Center. All other staff will need to navigate to the Request Transcript Report page in PeopleSoft.
  • To view and print an “unofficial transcript” (i.e. the PDF version of an Academic Record report), inside an advisee’s Student Center page, under the Academics tab, click the drop-down menu and select “Transcript: View Unofficial” and click the double arrows to proceed. A prompt window will open, select “Request Unofficial Transcript” then view report. It will open as a printable PDF.

Course List and Class Rosters

  • After the Upgrade, the Class List report will be replaced by a PeopleSoft page with real-time data. Staff members will access this information through the new MyU → Click “Key Links” → select Reporting Center → Student Services → Enrollment.
  • For faculty, instructors, and their assigned proxies, the class list and roster information should be accessed through the Teaching tab of the new MyU. This opens a list of courses, which you can click through to get to the Faculty Center and access class rosters (through the class roster icon, looks like a group of people, or tab). This will be the only way to access class roster photos (if available).
  • This information can be downloaded to Excel by clicking on the table icon with the red arrow, or printed by clicking the “Printer Friendly Version” link at the bottom of the page. 
  • To learn more about the Faculty Center’s my schedule, class roster and grade roster pages, view the PeopleSoft Faculty Center guide.

Probation/Suspension

  • The Probation/Suspension and Probation Holds reports will be replaced by a PeopleSoft page with real-time data.
  • After the Upgrade, this information will be found through the new MyU → Click “Key Links” → select Reporting Center → Student Services → Student Records. 
  • Additionally, students will have the ability to see if they are in good academic standing, values will include:
    • Good - Good Standing
    • PRB1 - Probation Level 1
    • PRB2 - Probation Level 2 (Can have multiple terms Prob Level 2) 
    • DISM - Dismissal/Suspension
    • PRAD - Probation after dismissal/suspension
    • PRBH - History of Probation

Leave of Absence

The Leave of Absence report is being retired. This information can be provided to you upon request. Please contact Ingrid Nuttall with questions or concerns.

Friday, March 20, 2015

The New MyU for Students

Take a peek at how you’ll register, view financial aid, pay bills and more in the new MyU, available when the Upgrade goes live at the end of April 2015.

 

Learn more at upgrade.umn.edu/student.

Videos coming soon: "New MyU for Faculty" and "New MyU for Employees."

Faculty Go-To Spotlight: Lisa Hubinger

This spotlight is on Faculty Go-To Advance Team member Lisa Hubinger, Graduate Program Coordinator for the College of Veterinary Medicine. Advance Team members are unit-specific people who have volunteered to receive advance materials and information to help their colleagues during The Upgrade transition.


Why did you volunteer to be an advance team member?

I realized early on that I better pay a lot of attention to The Upgrade. In the College of Veterinary Medicine, all graduate students are handled out of our office, so I became very aware of how much the systems changes will impact our staff, students and faculty.

How are you preparing?
I read everything. I participate in meetings. I have taken all the training and watched all the sneak peek videos, which are great. They are short and informative. I really like that the information is all online so I can go back to it whenever I need.

What are some of the biggest challenges?
There are several. Faculty are always busy, so many of them don’t have time to fully prepare in advance. This is why it’s good that educational information is available just-in-time and online. That’s also why it’s good to have Advance Team members ready to provide live help.

Another challenge is that we don’t really know exactly what the upgraded systems will be like until they go live. There’s only so much planning we can do, so let’s just get The Upgrade implemented!

Finally, most people don’t really like change, so we will probably hear about that. For me, I just want to be knowledgeable, helpful and provide a sense of calm to people who have trouble adjusting to change. We will get through this by working together!

Wednesday, March 4, 2015

Frequently Asked Questions: Impacts of the Upgrade for Student systems

The Student workstream is maintaining an FAQ on the impacts of the Upgrade on Student systems. It covers questions related to registration, student account billing, financial aid, admissions, and more.

Some examples:

  • When will the registration web application be turned off? 
  • Will students be able to get copies of their transcripts? 
  • When is the last time students can pay tuition and fees online? 
  • Can students get/print copies of their 1098-T form during the cutover period? 
  • When is the last disbursement date [for financial aid]? 
  • How will the orientation sign-up process be affected by the cutover? 
  • Will students still be admitted during the cutover? 
  • When is the last time that staff can add or remove service indicators?
Read the entire FAQ.

Information is being updated with more details as they are known. Questions and answers will be added as needed. If you have a question not answered by the FAQ, send an email to upgrade@umn.edu

Thursday, February 5, 2015

Changes to class registration dates

To accommodate the planned Upgrade cutover and Go Live periods in April, class registration timing is changing. Most registration periods will be held earlier than previously published (as noted below) to ensure students can successfully register for May, summer, and fall terms.

May/Summer
Fall
Crookston
  • 3/23-4/2 queued registration
  • 4/24 open enrollment
Duluth
  • 3/2
Morris
  • 3/18
Rochester
  • 3/9
Twin Cities
  • 3/9 for degree-seeking students
  • 5/1 open enrollment
Crookston
  • 3/23-4/2 queued registration
  • 4/24 open enrollment
Duluth
  • 3/16 Medicine & Pharmacy students
  • 3/23-4/3 queued registration
  • 4/23 open enrollment
Morris
  • 3/30-4/2 queued registration
  • 4/23 open enrollment
Rochester
  • 3/23-4/4 queued registration
    (including evenings & weekends)
  • 5/1 open enrollment
Twin Cities
  • 3/23-4/4 queued registration
    (including evenings & weekends)
  • 5/1 open enrollment

There will also be a change to how the registration queue will be created:
  • Stages will be defined based only on cumulative credit total (completed and in-progress credits) only. 
  • Stage definition will differ by campus. Details will be published on respective campus websites soon. 
  • Students will then be randomized within those stages.
This is how the queue will be created once the Upgrade is complete, but due to the positive feedback received regarding this change, we were able to implement it now. For Twin Cities and Rochester students only, registration appointment times will extend into the evenings and weekends to accommodate a shortened timeframe.

Due to the random assignment of registration appointments to students within each defined stage, previously available tables of appointment times by student name will not be published. Students will be able to look up their registration appointment time using the “Your registration time” application for their campus.

Undergraduate students should expect an email with their registration appointment time approximately two weeks prior to the start of queued registration on their campus. There will also be additional communications to students alerting them to these changes starting as early as February 9.

Friday, December 12, 2014

MyU Preview: Academics Tab

MyU Preview is a series giving a peek into pages within the new MyU. Keep in mind MyU content is still in development and some things will be updated between now and Go Live.

If you’re a student, after the Upgrade goes live, you’ll do many of the tasks you currently complete at the One Stop website in the new MyU. These tasks include things like registration, applying for financial aid and paying bills. The Academics tab shown here is your entry point to information about your degree, registration, classes, and grades. Click on the images to enlarge.



1. Weekly view of your class schedule with the option of changing to a list view. 2. Sub-tabs to navigate to details about your classes, registration, progress towards your degree, and grades. 3. Adviser information and more enrollment tools. 4. Classes without a set schedule (such as online classes).
1. Select the term above to see your personal registration time. 2. If you need help, this will connect you to the right resource. One Stop will still be here for you.
1. Degree milestones (most frequently used in graduate programs) 2. The link to apply to graduate will appear when you are eligible to apply. 3. Degree planning resources.
1. All your grades are easily accessible. 2. Print a verification of your enrollment, view your unofficial transcript, or order an official transcript.  3. Notifications (actions you need to take) and Holds appear on the bottom of each page. You can also click on the “Notifications” count at the top right of the page.

Previously:
Questions? Contact esup@umn.edu.

Faculty Features in the New MyU

Watch a walkthrough of some of the features and changes for faculty in the new MyU, including easier access to teaching and advising information, consolidated grade entry, the Reporting Center, and MyU tabs for research and faculty career information.

Link to walkthrough

[If you receive an error using Firefox, click OK and then hit the play button at the bottom of the page. Content should play normally.]

Take a closer look at some of the MyU screens here:



Questions? Email us at esup@umn.edu

Tuesday, December 2, 2014

A farewell to the final grading application

As the semester comes to a close and the PeopleSoft Upgrade prepares for a scheduled launch in April 2015*, many current systems will be used for the last time. For example, this fall will be the last time that faculty, instructors, and their proxies use the current final grading system. When The Upgrade goes live, grade entry (mid-term grades, final grades, and grade changes) will change. Here are some highlights:



More information and resources will be provided to faculty and instructors closer to the final grading periods for spring semester.


*This article was updated on 02/04/2015 to reflect the most recent timing information.

Tuesday, November 18, 2014

MyU Preview: Faculty Career Tab

MyU Preview is a series giving a peek into pages within the new MyU. Keep in mind MyU is still in development and some things will be updated between now and Go Live.

After the new MyU launches with the Upgrade in spring 2015, faculty will have access to the new Faculty Career tab. The tab aggregates resources for tenured and tenure-track faculty. These resources are critical components for faculty development and success: key information about support and collaboration, as well as the policies pertaining to faculty appointments. Click the image to view more detail.


Faculty Career Tab: 1. Promotion and tenure related policies and forms 2. General resources for faculty 3. "Works" is a new system designed to make it easier for faculty to maintain an accurate record of activities and accomplishments 4. Links to service, collaboration and development opportunities

Previously:

Questions? Contact esup@umn.edu.

Friday, November 7, 2014

MyU Preview: Research Tab

MyU Preview is a series giving a peek into pages within the new MyU. Keep in mind MyU is still in development and some things will be updated between now and Go Live.

After the new MyU launches in spring 2015, faculty, PI’s and Co-I’s will have access to the new Research tab. If you’re a faculty member, PI or Co-PI, the Research tab will show you:

  • Details about your sponsored and non-sponsored research activities
  • Deep links to the UMReports that display the details of your sponsored and/or non-sponsored activities.
  • Supportive links to Research tools: Reporting Center, EGMS, REPA, eResearch Central, eProtocol, Effort Certification and Research Topics.
If you do not have sponsored or non-sponsored grant funding, you still get all the research support information and links to other systems. Click the image to view more detail.

Research tab: 1. Number of your sponsored and non-sponsored activities. 2. Link to the UM Reports with the details of your sponsored and/or non-sponsored activities. 3. Links to resources for research. 4. Links to external systems related to research.

Previously:
Questions? Contact esup@umn.edu.

Tuesday, November 4, 2014

See how the PeopleSoft Upgrade will affect students

Interested in learning how the Upgrade will affect students? Attend one of the several Student Experience Previews held on each campus. The sessions will include demonstrations of class registration, bill payment, and viewing financial aid. Also covered will be how MyU and the One Stop website will work together after the planned upgraded systems launch in April 2015*.

These sessions were created for those who support students (e.g., advisers, student services staff). Previews for a student audience will be available in January and February. No need to register, just come when you can!



Crookston
  • Wednesday, December 3, 2-3 Bede B-E
Duluth
  • Wednesday, December 3, 10-11
    Griggs Center
  • Thursday, December 4, 1-2
    Griggs Center
Morris
  • Monday, December 1, 1-2 109 Imholte Hall
  • Monday, December 1, 3:30-4:30 109 Imholte Hall
  • Tuesday, December 2, 9-10 109 Imholte Hall
  • Wednesday, December 3, 1-2 109 Imholte Hall
Rochester
  • Tuesday, December 2, 10-11 (location, TBD)
  • Wednesday, December 3, 1-2 (location, TBD)
Twin Cities
  • Wednesday, November 12, 10:30-11:30 2-260 Keller Hall (East Bank)
  • Friday, November 14, 2-3 2-122 Molecular & Cellular Biology (East Bank)
  • Tuesday, November 18, 9-10 10 McNeal Hall (St. Paul)
  • Thursday, November 20, 10:30-11:30 140 Nolte Center (East Bank)
  • Friday, November 21, 10:30-11:30 31 Rapson Hall (East Bank)
  • Monday, November 24, 3-4 143 Ruttan Hall (St. Paul)
  • Wednesday, November 26, 9-10 50B Humphrey (West Bank)
  • Monday, December 1, 3-4 512A STSS (East Bank) NEW DATES ADDED!
  • Tuesday, December 9, 2-3
    212 Mechanical Engineering (East Bank)
  • Thursday, December 11, 10-11 512A STSS (East Bank)
  • Wednesday, December 17, noon-1 108 Folwell Hall (East Bank)
  • Tuesday, January 6, 10-11 140 Nolte (East Bank)
  • Thursday, January 8, 2-3 143 Ruttan (St. Paul)
  • Monday, January 12, 2-3 1-123 CSOM (West Bank)
  • Wednesday, January 14, 10-11 512A STSS (East Bank)
*This article was updated on 02/04/2015 to reflect the most recent timing information.

Watch the Student Systems Preview

In October, Student Systems Preview Sessions were held on all campuses to share training information, give demonstrations of the new MyU, the new Faculty Center, the new Advisor Center, and explain key processes (e.g., permission numbers, batch processing of service indicators and student groups, academic standing).

If you missed these sessions and are interested in the content, view an edited recording of one of the presentations (the accompanying handout is also available). The recording is less than 40 minutes and will help those with access to the Student Systems (i.e., Campus Solutions) prepare for the changes coming with the Upgrade.

Thursday, October 23, 2014

After the Upgrade: When do I register for classes?

When The Upgrade goes live in spring semester, one of the first process changes students will notice is how they find out their registration time (a.k.a. registration queue time). Currently, students go to the One Stop website and use an interactive tool that provides personal enrollment timing information based on their student record. After Go Live, it will simply be part of the Academics tab in MyU!

View of Registration Time tab within the Academics tab of the new MyU
How students will view their registration time in the new MyU (click to enlarge). 

Wednesday, September 3, 2014

Save the date: Student Systems Preview Sessions

The Student work stream has announced the dates for its preview sessions--the first step for learning about training and maintaining access for the upgraded system. Save the date:

Crookston
Thursday, October 30, 2-3:30, Kiehle Auditorium
Friday, October 31, 8:30-10, Sargeant Student Center (formerly known as Bede)

Duluth
Thursday, October 23, 10-11:30, Kirby Student Center, Griggs Room
Thursday, October 23, 1-2:30, Kirby Student Center, Griggs Room

Morris
Monday, October 27, 11-noon, HFA, Studio A

Rochester
Tuesday, October 21, 9:30-10:30, University Square Bldg, Room 419
Tuesday, October 21, 1-2, University Square Bldg, Room 419

Twin Cities
Wednesday, October 1, 10:30-11:30, Peik Gym G55
Friday, October 3, 9-10, Rapson 54
Wednesday, October 8, 9-10, Nolte 140
Thursday, October 9, 2-3, CSOM 2-213
Wednesday, October 22, 2-3, McNeal 33
These sessions will paint the training picture for those needing to maintain access to the “campus solutions” area of PeopleSoft. Attendees will learn about required training and how to access other training resources. There will also be demonstrations of the new MyU, the new Faculty Center, the new Advisor Center, and key processes (e.g., permission numbers, service indicators, related content).


All those with current access to the student services system received an invitation on September 19 with more details.

While not required, the Student Records Training & Support Team highly recommends attendance for those with student systems access. The sessions will be highly informative and set the stage for the required training that will follow.

Wednesday, August 20, 2014

Stop, drop, & enroll

It’s registration time and students are anxiously awaiting their opportunity to select classes for the next term. They wait for their enrollment appointment time (currently called “queue time”) to arrive and keep tabs on the classes they want. They hope those classes remain open (have seats available), but sometimes all the seats are taken and the class is closed when it is their time to register. Then what?

Currently, students usually find an alternate class, add themselves on the desired class waitlist if one exists, and wait for a spot to open up. If a seat becomes available, they would be invited to enroll in the class from the department offering the class. The invitation includes a permission number that allows them to register. With that in hand, they then have the opportunity to adjust their enrollment to avoid time conflicts before registering for the desired class.


The new waitlist process, as a result of the PeopleSoft upgrade, eliminates the invitation step and automatically enrolls students when seats open. However, this auto enroll process will not complete if the student was added to the waitlist and is enrolled in another class that has a time overlap. Instead, they will receive a notification alerting them that there was a conflict. The student can then resolve the conflict by dropping the other class before the auto enroll process runs again.

But there is a better way.


Along with the auto enroll waitlist process, the University will begin using delivered functionality that allows students to have the system automatically drop them from a conflicting course if a seat becomes available for them. Rather than placing themselves to the waitlist from the “Add” function, they will use the “Swap” functionality in the enroll tab. This will place them on the waitlist (that can be prioritized by faculty or departments), but in a way that tells the system to drop them from the conflicting class if a seat becomes available for them in the desired class.


If students use this “Swap” functionality, they have a streamlined waitlist experience and  be able to maintain a full-time schedule as they wait for their desired classes. Best of all, students will be able to determine when to use this swap functionality because they will have a new weekly view of their schedule. This will show them when there are time conflicts with their enrolled and waitlist classes!


If you have questions about this new functionality email esup@umn.edu.

Monday, August 4, 2014

Making the Grade with ESUP - New NR "grade" provides clarity, helps streamline process

After a term filled with assignments, tests, and class participation, the final step in assigning grades is entering the grade to post to students’ records. In order to submit these grades on the final grade roster, a grade must be assigned to every student.* Occasionally, a barrier arises in assigning a grade to a student. When that happens, the entire grade roster cannot be submitted and all students in the class don’t receive a grade and instead see a blank space. This can be confusing and frustrating for students who may experience negative consequences of not having a posted grade for their class work (e.g., delayed graduation, reduced financial aid, limits on athletic participation).

These blank grades will be eliminated and more students will have their assigned grade posted as a result of ESUP.


While the final grade roster must still be complete in order to be submitted by the instructor of record, those students with a grade assigned will have their grade posted to their record. The key for this to happen is a new administrative mark of “NR” (meaning Not Reported). 


Taking the place of a blank grade (and carrying all of the same consequences), the NR grading symbol clarifies that there was no report of the grade for the students who have it. The NR grading symbol will not be available for faculty and staff to enter into the grade roster. Rather, an administrative process will be initiated after the grading due date to assign this symbol to students on the roster without a grade assigned. This process will complete the roster that can then be posted. 


This new administrative process (that is in-line with the University’s peer institutions) will:


  • Enable students in classes where rosters were incomplete to view their grades more quickly (since they won’t have to wait for the entire class to be graded before grades are posted) 
  • Help advisers during academic progress reviews 
  • Help academic and student services when students ask why no grades are posted
  • Help clarify for financial aid and veterans affairs that there was no grade reported from the instructor

Read more about what is changing with final grading on the What’s Changing page. To learn more about the new Faculty Center (where all grade entry and approval takes place) see the Faculty Center sneak peek. If you have any questions or concerns, email esup@umn.edu

* Another system (called supplemental grading) does allow for submitting individual grades for students, but it is intended for grade changes, not the submission of the final grade roster. After the PeopleSoft upgrade is complete, all grade entry and submission (including mid-term grades, final grades, and grade changes) will happen in one place: the Faculty Center.