As of 7 am on 9/3/2002, you should have access to the sa degree progress instance (also referred to as spaa) which houses the


Introduction to reporting in your Student Administration System



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Introduction to reporting in your Student Administration System

One could describe your SA system as robust, meaning it has a lot of features. One of the side affects of such a robust system is the challenge to get meaningful/useful data out in an easy (very relative term, like user friendly) fashion. Two of the general purpose tools which come bundled in all PeopleSoft applications are the PeopleSoft Query and BI publisher reporting tools. All of the data in the SA system is stored in objects referred to as “records”, which can be thought of as a filing cabinet with lots of folders of information. In your SA system, there are literally thousands (45,687 as of the last count) of these records where data is stored in fields (514,275 of them). Using the query and BI publisher reporting tools, we’ve predefined some of the more common questions asked of the data and stored them in query and BI publisher definitions.


I am always eager to find/develop new ways to make JMU faculty/staff’s lives easier as it relates to the SA data. Before embarking on a labor intensive task related to SA data, why not drop me an email (desmitpa@jmu.edu) or give me a call (8-3605) as I might just be able to make your data analysis chore a lot easier!

Academic Affairs


Queries whose name begins with jacadaffairs. Primary contacts are Jason McClain, Joy McBride and Christina Myers. Unlike most other queries found in this document, these queries were written specifically in a manner which (generally) do not require the user to provide values for prompts. Most of the queries in this series have hard coded terms, academic years, etc. These queries also make heavy use of the drilling query feature. Due to the fact that only a few characters can be used in the hyperlinks which can be followed to “drill down” into details, it is suggested that users new to this series of queries read the following documentation which will allow them to better understand the scope of the data they will be accessing. There is also no security attached to any of these queries, please abide by the data stewardship policy when working with the results. To run the queries, navigate: Reporting Tools, Query, Query Viewer. In the field labeled “begins with” enter the letters “jacadaffairs” and press Enter or search. Locate the desired query, press the HTML hyperlink. The query results will always open in a new window, IF this is the first time you’ve run a query, you may receive a pop up blocker message which you’ll need to address. With the results displayed, locate the desired College row and follow the hyperlink from the desired results. Each drill down will appear in a new browser window. Section last updated 7/10/2018.
General notes:

  • Although all of the queries respond when run interactively, there are some which will take “a few minutes” to return results. Bear in mind; such queries are oftentimes processing millions of rows of data.

  • When a field named “capacity ” is present, it uses a field named enrollment capacity set for each section of a course. For any given term, approximately 30% of the courses have had their enrollment capacity set to zero by the administrative users who perform the data entry. These courses cannot be included in calculations because division by zero is undefined and would cause an error. IF you are interested in finding which courses have their enrollment capacity set to zero, follow the hyperlink labeled “Outlying data” for a given college. Ideally, no course should ever have it’s enrollment capacity set to zero. There are setup and configuration options to limit a course’s enrollment to specific majors, etc. vs. setting the enrollment capacity to zero and requiring course override permissions.

  • When prompted for term, you can determine the values according to the following details. The first digit indicates the century (0 prior to the year 2000, 1 for the year 2000 and beyond). Digits two and three are the last two digits of the year; 17 would be for 2017, 18 for 2018, etc. The fourth/last digit is the month of the year in which the term begins; 1 for Spring term, 5 for any/all Summer terms and 8 for the Fall term. A term of 1178 is the Fall of 2017.

  • Credit Hour Production (CHP) is derived by multiplying the total number of enrolled students by the number of credit hours. Where applicable, courses offered for variable credits are taken into account.

  • When ethnicity is present, they are self reported values. A person can self report that they are any/all ethnicities. An attempt to reconcile the percentages should never be made to equal 100% for a given row returned by any query.

  • A special note about “College”. Whenever present, this field is a result of setup/configuration data at one of the following three levels.

    • A course subject (NOT each individual course) belongs to one and only one College. This value is set and maintained by the office of the registrar.

    • An academic plan. Each of the 349 majors/minors are tracked internally via a ten digit number known as an academic plan number. Associated with each major/minor is a single value commonly referred to as College although internally it is known as the field of study.

    • An instructor. When present, this is a collective term which includes all academic ranks. Each instructor is assigned to a single College. It is clearly understood that this single College does not represent how course assignments actually occur. There are instructors assigned to courses across multiple colleges. For this very reason, unless otherwise documented, whenever you drill down into the various query results following a single college, the results are being returned based upon either the course subject or the academic plan.

  • Department is assigned by the Office of the Registrar. Internally, this field is known as the academic organization and is considered a child of the College. To view a list of departments and course subjects associated with a given college, follow the drill down labeled “List of Departments” found in the jacadaffairs01 query.

  • Unless otherwise noted, this series does not include Summer terms.

  • Whenever just the most recent academic year is present, it is due to the fact the data being used by the query is not available historically, only for the current academic year.

  1. JACADAFFAIRS01 Personnel metrics:

    1. 5 year FTE (JAA02). Returns one row for each of the past 5 academic years for the given college. FTE is defined by the office of Academic Affairs. It is calculated by taking the total number of units divided by (12* the number of terms). Please do NOT attempt to reconcile this FTE figure with others labeled as actual or distinct counts. This column represents the total number of full time instructors it WOULD take to teach the given number of course sections if they were all assigned a full time load of 12 hours per instructor. The % honors and % grad fields represent what percentage of the course credits are being offered for honors and graduate (course number begins with 5-9) purposes.

      1. Select a displayed academic year (JAA02A). Returns one row for each combination of college, and course department for each of the past 5 academic years.

      2. Select a displayed FTE (JAA02B). Returns one row for each combination of college, department and instructor. An instructor is returned if they taught one/more courses whose subject is assigned by the Office of the Registrar to the returned college/department. The following fields are returned.

        1. Fall units; the total number of units the instructor was assigned for the given academic year and Fall term. ONLY courses associated with the selected College are included in this field. IF an instructor taught courses in another college, those units are not represented.

        2. Spring units; the total number of units the instructor was assigned for the given academic year and Fall term. ONLY courses associated with the selected College are included in this field. IF an instructor taught courses in another college, those units are not represented.

        3. AY units. Is simply a total of the Fall and Spring terms for the given academic year.

        4. Inside the department units. Each instructor is assigned a single department by the Office of the Registrar. IF this assigned department matches the selected course department, this field represents those total units.

        5. Outside the department units. Represents the total units when the home department of the instructor is not the same as the course department.

        6. Home department. Represents the home department assigned to the given instructor by the Office of the Registrar.

    2. 5 year # sections (JAA04). Returns one row for each of the past 5 academic years. Includes a distinct count of the number of instructors and their average number of course sections.

      1. Select a displayed academic year (JAA04A). Returns one row for each combination of academic year selected and all departments within the selected college.

      2. Select a displayed department. Returns one row for each instructor.

    3. FT/PT% (JAA06). Returns one row for the current academic year. Aggregate values are present for the number and percentages of course sections and CHP taught by FT (Full Time) and PT (Part Time) instructors. A distinct count of the two major categories of instructors (full time vs. part time) is also returned.

      1. Select a displayed academic year (JAA06A). Returns one row for each department for the selected college.

        1. Select a displayed FT distinct instructor number (JAA02B1). Returns one row of data for each of the instructors “behind the numbers”

        2. Select a displayed PT distinct instructor number (JAA02B2). Returns one row of data for each of the instructors “behind the numbers”

    4. CHP by rank (JAA19). Returns one row for the current academic year. Contains three fields for each of the 5 academic ranks.

      1. Select a displayed academic year (JAA19A). Returns one row for each department for the selected college.

    5. Average salary (JAA21). The current data is for full time instructional faculty only.

      1. Select a displayed college (JAA21A). Returns one row for each department associated with the selected college.

    6. List of Departments (JAA02C). Returns one row for each combination of department and subject area associated with courses for the given college.

    7. Current Instructors (JAA02D). Returns one row for each instructor teaching 1/more courses assigned to the selected college for the current academic year.

      1. Select a displayed Home Department (JAA02E) Returns a list of active instructors assigned to the selected department.

    8. Any/All instructor schedules (JUSDS010): Can be used to return instructor teaching schedules by a series of 5 prompts. Enter as many or as few values into the prompts as desired. The term prompt is required, all other prompts are optional. Results are sorted by course subject, course catalog number and course section.

    9. Missing Grades (JAA23): Returns one row of data for each instructor for which grades are “missing” for the most recent grading period. The office of the Registrar breaks missing grades into two categories:

      1. Missing B4 deadline: Each grading period has a date/time when final grades are due. This date/time is clearly communicated to instructors and department heads in advance as well as published on the Registrars web page. Grades missing B4 deadline is a very time related category.

      2. Missing AFTER deadline. Once the stated deadline has passed, any student who is missing an official course grade receives a grade of “NR” which stands for “Not Reviewed”. This grade will be visible to the student (and all others with access to view grades) within My Madison.

      3. Select a displayed number in the “Missing AFTER deadline” column (JAA23A) to drill into the course details of the missing grades.

      4. Late history (JAA23B). Follow this hyperlink to return a historical list of late grades entered for the selected instructor.

    10. All salaries/tenure (JAA21C): Similar to JAA21 in that it includes just instructional faculty (account code 112600). Allows all colleges to be viewed in one result set. The tenure acquisition number is calculated by subtracting the tenure track start data from the tenure granted date.

    11. JOB changes (JAA21D). This series requires some explanation. Although we do not attempt to replicate the entire payroll system within the Student Administration system, there are a few very meaningful transactions which are of great value. One such set of transactions are those which take place against a record/table/process known simply as “JOB changes”. As “things” occur during an employees lifecycle @ JMU, many are recorded and tracked within the HRMS system. Such changes occur as a combination of JOB actions and action reasons (see table below). Some such transactions are associated with money, and such, are desirable tasks to track.

      1. Compensation transactions. Are pay increase related changes (equity, adjustments, promotions, etc.)

      2. Hire/Rehires/XFR (Transfers).

      3. Position.

      4. Terminations.

      5. Other. With over 200 different possible action/reasons, this represents those which occur with less frequency than those above. The following table lists all of the possible JOB change actions and action reasons.




Action

Action description

Reason

Reason description

Times ever used

DTA

Data Change

ABB

ABBR Change due to Addl Pay

88

DTA

Data Change

CAC

Correction-acct code

351

DTA

Data Change

CCR

Conversion to Comp Reform

2

DTA

Data Change

CDP

Correction-Department

480

DTA

Data Change

CHD

Correction - Hire Date

5

DTA

Data Change

CJC

Correction-Job Code

113

DTA

Data Change

CPO

Correction - Position

186

DTA

Data Change

CPR

Correction-Pay Rate

1,037

DTA

Data Change

CTA

Contract Extension (Academic)

372

DTA

Data Change

CTE

Contract Extension

9,493

DTA

Data Change

CTE

Contract Extension (Athletics)

9,493

DTA

Data Change

CTR

Term of Contract Change

436

DTA

Data Change

CTS

Contract Extension (Student)

686

DTA

Data Change

DEP

Department code change

244

DTA

Data Change

FLS

FLSA Status Change

409

DTA

Data Change

FTC

Fica Tax Change

22,379

DTA

Data Change

NAC

New Account Code

107

DTA

Data Change

PPE

Performance Planning & Eval

1

DTA

Data Change

SSC

Salary Step Change

1,015

DTA

Data Change

SUP

Change of Supervisor

2,626

DTA

Data Change

UPD

Update Data

3,852

DTA

Data Change

WJC

Wage Job Code Change

134

HIR

Hire

AFF

Affiliate

1,073

HIR

Hire

CCJ

Concurrent Job

17,564

HIR

Hire

FTP

Full-time to Part-time

1

HIR

Hire

JSH

Job Share

1

HIR

Hire

MAD

MAD Employee

36

HIR

Hire

NEW

New Hire

58,007

HIR

Hire

PTF

Part-time to Full-time

37

HIR

Hire

SRT

Supplemental Retirement

12

HIR

Hire

STA

Prior State Agency

13

HIR

Hire

STE

Student to Employee

190

HIR

Hire

TMP

Temporary Assignment

17

LOA

Leave of Absence

ED

Educational Unconditional

6

LOA

Leave of Absence

EDU

Educational

20

LOA

Leave of Absence

EDU

Educational Conditional

20

LOA

Leave of Absence

FML

Family and Medical Leave Act

124

LOA

Leave of Absence

HEA

Health Reasons

34

LOA

Leave of Absence

HEA

Health Reasons Conditional

34

LOA

Leave of Absence

HTH

Health Reasons Unconditional

21

LOA

Leave of Absence

LYO

Layoff

28

LOA

Leave of Absence

MIL

Military Service

10

LOA

Leave of Absence

PE

Personal Unconditional

10

LOA

Leave of Absence

PER

Personal

80

LOA

Leave of Absence

PER

Personal Conditional

80

PAY

Pay Rate Change

ADJ

Adjustment

6,288

PAY

Pay Rate Change

ATB

Across-The-Board

12,935

PAY

Pay Rate Change

CEP

Contract Extension Promotion

72

PAY

Pay Rate Change

CLS

Employee Class Change

143

PAY

Pay Rate Change

CRN

Contract Renewal

349

PAY

Pay Rate Change

CSO

Competive Salary Offer

154

PAY

Pay Rate Change

CTE

Contract Extension w/ Pay Chg

1,706

PAY

Pay Rate Change

CTR

Term of Contract Change

748

PAY

Pay Rate Change

DEM

Demotion

66

PAY

Pay Rate Change

DMI

Demotion Involuntary

18

PAY

Pay Rate Change

DMV

Demotion Voluntary

21

PAY

Pay Rate Change

DRC

Downward Role Change

1

PAY

Pay Rate Change

DWR

Downward Reallocation

1

PAY

Pay Rate Change

EAP

End Acting Pay

5

PAY

Pay Rate Change

ETP

End Temporary Pay

95

PAY

Pay Rate Change

FLR

Floor Increase

406

PAY

Pay Rate Change

ICD

In Band Adj Change Duties

591

PAY

Pay Rate Change

IGA

In Grade Adjustment

31

PAY

Pay Rate Change

IIA

In Band Adj Internal Alignment

978

PAY

Pay Rate Change

IKS

In Band Adjustment KSA's

204

PAY

Pay Rate Change

IRT

In Band Adjustment Retention

1,313

PAY

Pay Rate Change

JAF

JMU AP Faculty

171

PAY

Pay Rate Change

JEQ

JMU Equity

345

PAY

Pay Rate Change

JMT

JMU Merit

886

PAY

Pay Rate Change

JRT

JMU Retention

1

PAY

Pay Rate Change

JYS

JMU Years of Service

175

PAY

Pay Rate Change

LRC

Lateral Role Change

94

PAY

Pay Rate Change

MER

Merit

32,114

PAY

Pay Rate Change

MWC

Minimum Wage Change

122

PAY

Pay Rate Change

MWI

Minimum Wage Increase

229

PAY

Pay Rate Change

OTH

Other

31

PAY

Pay Rate Change

PHB

Promotion Higher Pay Band

71

PAY

Pay Rate Change

PRO

Promotion

5,328

PAY

Pay Rate Change

REC

Job Reallocation

610

PAY

Pay Rate Change

RNK

Reduction in Rank/salary

2

PAY

Pay Rate Change

RTA

Retro Adjustment

115

PAY

Pay Rate Change

RTR

Retro Reallocation

11

PAY

Pay Rate Change

SAP

Start Acting Pay

31

PAY

Pay Rate Change

SER

Service Merit

2,615

PAY

Pay Rate Change

SHF

Shift transfer

25

PAY

Pay Rate Change

STP

Start Temporary Pay

133

PAY

Pay Rate Change

SUP

Administrative Supplement

3

PAY

Pay Rate Change

URC

Upward Role Change

192

PAY

Pay Rate Change

VRS

VRS 5% Adjustment

1,601

PLA

Paid Leave of Absence

ADM

Paid LOA - Administrative

5

PLA

Paid Leave of Absence

EDU

Educational

83

PLA

Paid Leave of Absence

FML

FMLA Paid Leave of Absence

3

PLA

Paid Leave of Absence

MED

Medical Paid Leave of Absence

1

PLA

Paid Leave of Absence

SEP

Separation

53

PLA

Paid Leave of Absence

SVR

Layoff-Severance

35

POI

Add Person of Interest

SRT

Supplemental Retirement

183

POS

Position Change

ACC

Administrative Class Change

6

POS

Position Change

ARC

Administrative Role Change

3

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