Due to the increasing demand of the academic computer facilities, a general document detailing the policies for computer lab reservations has been outlined. The purpose of the computer lab reservation policy is to provide faculty, staff and students with equitable access to campus computing lab resources. Most computer labs are used as classrooms and they are available for open-access use when there are no classes in session.

There are currently four Computing Services computer labs which can be used for classroom instruction on each campus. They are: D206, D207, D208, and D209 located in the Dreyfuss Building on the Florham Campus. The computer labs located on the Metropolitan Campus are: DH2163 and DH2164 in Dickinson Hall and UH Front Lab (UH22) and UH Back Lab (UH28) in University Hall. Also, there are three multimedia labs; two on the Florham campus and one on the Metropolitan campus. The multimedia labs for the Florham Campus are: D211-Animation Lab and ZEN110 – Graphic Design Lab) located in the Dreyfuss and ZEN Buildings. On the Metropolitan campus, the multimedia lab (MML) is located in Becton Hall Room 403. The multimedia labs are primarily used for courses offered by the FDU School of Arts. All labs used for classroom instruction and general use are equipped with a LaserJet printer and data projector. The Animation Lab is equipped with 3-D printers. All multimedia labs are equipped with ZOOM capability to support hybrid instruction.

If you have any questions regarding the lab reservation policy, please contact Denzel James via email at: d.james@fdu.edu

Computing Services has multiple computer labs available on both New Jersey Campuses for classroom instruction and student use. Computer Lab hours of operation are subject to change based upon utilization throughout the semester.

Spring Semester 2024 Computer Labs Hours

Wednesday May 15th, 2024 – Monday August 12th, 2024

Metropolitan Campus

Lab computers are available on a first-come-first-serve basis unless reserved for classes.
Class reservations are posted at the lab entrances.

Section – New Teams

Part : What’s New

A New Teams client is rolling out! Though it looks nearly identical to classic Teams, it has been redesigned from the ground up to take advantage of future developments. Microsoft will Discontinue the use of the classic team’s app in July of 2024.

This tutorial will outline how to upgrade to the New Teams and the commonly access changes.

How To Upgrade

Looking for the new Teams experience? The upgrade process itself is quick and silent, where Microsoft 365 will install the new Teams client in the background.

• For all university owned computers, the new Teams has been silently rolling out in the background and may be presented with as the following options to switch over

• You may be presented with an option to Upgrade your device with the New Teams experience

• A toggle will present itself if the above processes have already been performed and are on the classic Teams experience.

During the transition phase, which will end in June of 2024, you might see two icons. The old Teams is labelled Microsoft Teams classic (work or school), and the new Teams will be labelled Microsoft Teams (work or school). The new Teams will also have a cyan “New” label on the icon as well.

Microsoft Teams Changes

Device Settings

When you’re upgraded to the new Teams, your display settings will reset. Here’s how to change the most commonly accessed display settings.

1. Click on the “Ellipses” in upper right-hand corner, and then “Settings”

2. The default theme for new Teams is Light, which appears grey. Dark will color the window black. Classic will bring back the purple/gray theme from classic Teams

3. Another commonly changed display setting is Layout. You can choose your Teams to display in a Grid view, which is the new Teams default, or a List view, which will show all your Teams in a list on the left, similar to how Outlook displays folders.

There are many other settings in Teams, and we encourage you to review your device settings and video effects (blurred and custom backgrounds) prior to joining your next meeting. Custom backgrounds may need to be re-added.

Part : FAQ

FAQ

Microsoft has moved the Contacts list to the People app. You can find People by clicking the “…” tab in the left navigation bar and typing “People” in the search.

To pin it to your sidebar, right click “People” then select “Pin”

Saved Items are not currently available in new Teams. Microsoft plans to release a new functionality that will replace it and offer you a method for exporting Saved Items from Teams Classic in the near future. For now, Microsoft recommends using Classic Teams to access Saved Items.

We have observed some cases where upgrading to new Teams will reset your file open preference. You can change it by going to “Settings > Files and Links” from the (•••) menu at the upper right.

We have observed that you cannot @ mention or tag some private channels in the new Teams experience. This issue appears most likely to affect older private channels and has been reported to Microsoft.

Groups are now called Categories and how to create and manage categories will be discussed in the Section for Teams Chat.

Contacts have been moved to the People App. How to manage and use People will be discussed in the Teams Chat Section.

Section – Installation

Part : Install and Launch Options

Install and Launch Options

If you are using a mobile device, or your personally owned computer, you can download Microsoft Team using the link below.

The page will automatically detect your operating system and redirect you to the appropriate desktop client (e.g. Windows, macOS) or mobile client (e.g. Android, Apple iOS).

The Microsoft Teams application is automatically pushed to all university owned computers. To determine if you already have it installed, search for “Teams” using the Windows Search Bar or Spotlight Search on Apple devices. If you are working on a university computer and you cannot locate the Microsoft Teams application, you can install by following the instructions below.

Windows – FDU Self Service Portal for Software

1. Press the “Windows key” on your keyboard and type “FDU Self”

1. Launch “FDU Self Service Portal for Software” from the search results list

3. Select the “Microsoft Teams” experience from the list and click “Install”

Web – Access the Office Web Application

The web client is a full, functional client that can be used from a variety of browsers including Google Chrome, Edge Browser, and Mozilla Firefox. Microsoft Teams will also be available on Safari soon. 

1. From an internet browser, click the link below:

Office 365

1. Sign in to your FDU Office 365 account using your NetID and NetID account password
   
2. Click the “App Launcher”, then click “Teams” from the list of apps

Section – Chat

Part : Starting a Conversation

Starting a Conversation

Teams allow’s for text-based conversations using the Chat feature. Although it does not replace email in all use cases, it is a great tool for asking quick questions or just saying hello. When using chat, please be mindful and adhere to FDU’s Written Information Security Program.

1. Select “Chat” from the left menu and then click on the top search bar

2. Type the name of the person you are attempting to locate and click on their name. Only FDU faculty, staff, and students are accessible in Microsoft Teams

3. You will be brought to the chat window and can start your conversation

Part : Navigating the Chat Window

Navigating the Chat Window

The Chat window has many convenient tabs and shortcuts aimed at improving collaboration. Near the top of the screen, next to the name of the contact that you are chatting with, you will notice the default tabs, followed by a plus sign.

1. Chat: tab contains the conversation
   
2. Files: tab contains all files shared in during the conversation
   
3. Organization: Two person conversations, the Organization tab shows your contact’s organization chart. This information is pulled from Office 365

4. In two person conversations, the “Activity” tab will list the latest activity of your contact
   
5. You can use the “+ sign” to create a new tab from a file or an app. This can be a quick and convenient way to access a collaborative file that was previously shared in the conversation

To the right of these tabs are a series of shortcut icons which perform the following functions:

Classic Teams – Shortcuts

1. Video call: icon starts a new video call
2. Audio call: icon starts a new voice call
3. Screen sharing: icon allows you to share your desktop or an application
4. Add people: icon is used to invite additional people to the chat
5. Pop out chat: icon creates a separate window with your chat

1. Chat: contains the conversation
   
2. Files: Contains all files shared in during the conversation
   
3. Add a Tab: Add an App to the tab list for all users

To the right of these tabs are a series of shortcut icons which perform the following functions.

Shortcuts – New Team

1. Audio Call icon starts a new voice call
   
2. Add people icon is used to invite additional people to the chat
   
3. Ellipses is used for additional features:
   
   • Open Chat in New Window: Pops chat in separate window
     
   • Schedule Meeting: schedules a meeting with individual
     
   • Screen Sharing: initiates a screen sharing session and calls individual
     
   • Pin: Pins person to pinned section in teams

Part : Managing Contacts

Managing Contacts – Now Called People

The Chat function allows you to have conversations with one person or groups of people. In classic Teams, this is known as Contacts and in the New teams, this is called People.

The pane on the left-hand side of the screen is split into Recent and Contacts. Contacts acts like a rolodex that allows you to store and sort a list of the people you contact most frequently. The Recent list will display your most recent conversations with single people or group messages.

Types of Contacts

There are two types of contacts, directory contacts which come from your organization, and local contacts which you can add from scratch to your copy of Teams.

• Directory contacts have some fields set by your organization, and additional fields which can be edited by you.

• Local contacts are stored within your local copy of Teams, and do not synch with an organization’s directory.

By default, the Contacts tab will already have a “Favorites” group. However, creating new groups can be a helpful way to organize your contacts. For example, you may wish to create a group for people that you are working with on a project or for people that you interact with from a department.

1. To create a new contact group, click “Create a new contact group” on the bottom of the pane

2. Enter a name for your group, and click “Create”

3. To add contacts to a group, click the “More options” icon (•••) next to the group name and select “Add a contact to this group” from the drop-down menu

4. Begin typing the name of your contact. Once you see their name appear, select it and select “Add”

You can add the same contact to as many groups as you would like. The chat with your contact will remain the same regardless of which group you are accessing the conversation from.

Microsoft has moved the Contacts into the People App. By default, the People tab will already have a “Favorites” group and a “My Group” category. However, creating new categoriess can be a helpful way to organize your contacts.

For example, you may wish to create a category for people that you are working with on a project or for people that you interact with from a department.

Add People to Favorites

1. Find the contact you wish to be added to favorite and click the star in front of their name

Add People to Category

1. Next to the contact, click the ellipses button and then click “Add Category”

2. Type in the name of the new Category, search for an existing category, or select from the provided list

Part : Sharing Your Screen

Sharing Your Screen

Screen sharing is one of Microsoft Teams’ most powerful collaborative features. You can show your screen to your colleagues and even grant them control to edit Microsoft Office files with you in real time.

1. From the chat window or from an ongoing call, click on the “Screen Sharing / Share” icon

2. You be given a choice to either share your desktop or an application from the Microsoft Office suite, click on the window you want to share

Once you select the screen you wish to share, the members of your chat or call will be able to view your screen and request access to remotely control your desktop or program.

You can only share your screen with a mobile device user if you are engaged in an active voice or video call with them.

Section – Teams

Part : Requesting a Team

Requesting a Team

Creating a team provides remote team members with the ability to work together and share information via a common online space. You can also organize your information by creating channels to help optimize your team’s workflow.

To create a Microsoft Team, you must request one using an online form on SAMI Support. To request a team please follow these instructions:

1. Navigate to the SAMI Support using the link below, logging in with your FDU NetID account

Request Microsoft Teams

2. Click on the “Forms Tile for Faculty and Staff”

3. Scroll down to “Microsoft Team Request” and click on it to expand the information

4. Fill out all the fields and click on the “Submit” button

4. You should now see a screen informing you that your form was successfully submitted

5. You will receive an email once the team is created. The next time you log in to Teams you will see your team listed in the Teams section

6. Click on your team to open the general channel. From here you can create channels, add users, and customize your team. Any team members that you add will receive an email notifying them that they were added to your team. The next time that they log in or open Teams, they will find the team listed in their Teams section

Part : Creating Channels

Creating Channels

Channels are dedicated sections within a team. You can keep conversations organized by specific topics, projects, disciplines, or whatever works for your team! Channels are where conversations happen and where the work gets done. There can be public channels which are open to all team members or, if you require a more select audience, private channels can be open to a subset of your team.

1. Select Teams from the menu on the left-hand side of the screen. If you have multiple teams, select your team of choice

2. Click on the “More options” icon (•••) next to the team name and select “Add channel”

3. Give the channel a name, and a brief description as if would would like
   
4. Select your channel’s preferred level of privacy and press “Add”

Standard channels are open for anyone to join
Private channels are invitation only

4. If you selected “Private” you will see a window that lets you add the team members that should have access to the channel. Once all members are added, press “Close”

5. Once a channel is created it will show up under the General channel in the channels list. If the channel was set to Private, only the members can see it. Anyone who belongs to the channel can click on it to view its contents

Part : Managing a Team

Managing a Team

Now that your teams and channels are created, you can begin to take advantage of Microsoft Teams’ management features. Team management includes essential functions such as adding and removing members, assigning permissions for individual members, and managing your channels. You can also implement granular customizations such as setting parameters on the use of tags and emojis.

1. Select Teams from the left menu. If you have more than one team, click on your team
   
2. Click “More Options” icon (•••) next to the team name and select “Manage Team”. From here, you can select one of the following tabs

Manage Members Tab

• Add a member by clicking “Add Member” button on the top right of the window
  
• Remove a member by pressing “X” button on the right of their name
  
• Use the drop-down menu to change a member’s role to Owner. This allows them full access to change settings

Manage Request Tab

• Use this tab to accept or deny a person’s request to join your team

Manage Channels Tab

• Create a channel by pressing the “Add channel” button on the top right of the window
  
• You can restore deleted channels by expanding the “Deleted” list and pressing on “Restore”

The experience for managing a team setting varies between both the classic and new Teams.

• Team picture: is an optional setting which allows you to set a profile picture for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  
• Member permissions: to set editing permissions for your team members
  
• Guest permissions: settings you can allow guests to create, update, and delete channels
  
• @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  
• Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  
• Fun stuff: lets you allow gifs and memes to be displayed on the channel
  
• Tags: setting to decide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team

• Team Details: is an optional setting which allows you to set a profile picture, description and set privacy options for your team. You can upload your own image or use one of the colorful templates provided by Microsoft
  
• Member permissions: to set editing permissions for your team members
  
• Guest permissions: settings you can allow guests to create, update, and delete channels
  
• @mentions: lets you choose if you allow the @mention function to send notifications to individuals or entire channels
  
• Team code: will provide you with a join code that you can give out to new members. This will allow them to join without being placed in the Pending Requests section
  
• Fun stuff: lets you allow gifs and memes to be displayed on the channel
  
• Tags: setting todecide who can use the tags feature. With tags, your team members can add labels help them better identify other members of the team
  
• Team Expiration: Specifies when the Team will expire. By policy no user can change the expiration policy and can visit SAMI Support to extend the expiration when nearing the expiration date.

Manage Analytics Tab

• The Analytics tab displays usage information for your team

Manage Apps Tab

• The Apps tab allows you to add or remove application plug ins for your channels

Section – Meetings

Part : Starting an Instant Meeting

Starting an Instant Meeting

Instead of scheduling a meeting for a future date, you can start one right away and invite people in on the fly.

1. Select “Calendar” from the left-hand side of the screen and press “Meet Now”

2. Give your meeting a name, select audio and video options, and press on “Join Now”

3. Your meeting should start with the “Participants” tab displayed so you can start inviting people right away. As you search for people and add them to your meeting, they will receive a call to be connected

4. As people accept the meeting invitation they will automatically be connected

Part : Joining a Meeting

Joining a Meeting

Meetings in Teams include audio, video, and screen sharing. They’re one of the key ways to collaborate in Teams.

1. The Teams Calendar can be found by clicking Calendar in the left pane

2. You can join a scheduled meeting by selecting the “Calendar” tab from the left menu, then finding and left clicking on your meeting and clicking join for the Classic Teams Experience, or simply press “Join” on the New Teams experience

3. Select your video and microphone options, then left click “Join Now”

4. If you are the first participant that joined the meeting, you will see a black screen informing you that you are waiting for other members to join. As people join the meeting they will show up on the screen. If you are the host and your meeting has the lobby opened, you will have to admit everyone who joins the meeting

5. When you are done with the meeting, close it by pressing the red telephone icon to “Hang up” the call

Part : Scheduling a Meeting

Scheduling a Meeting

Due to Office 365 calendar integration, scheduling video and voice meetings on Microsoft Teams is simple and convenient.

1. Select the “Calendar” tab from the left-hand side of the screen. This screen displays your entire FDU Office 365 calendar. Next, press “New Meeting” button on the top right of the window

You will notice that the New Meeting window offers 2 tabs: “Details & Scheduling Assistant”

2. From the “Details” tab, enter the following information about your meeting:

• Title
  
• Required Attendees

• Time
  
• Specify whether the meeting reoccurs
  
• Add Channel is optional and lets you specify an entire Teams channel to receive a meeting notification
  
• Add location is optional and enables you to select a physical location for members to meet at
  
• Add details like the topic of discussion, meeting outline, etc

3. The “Scheduling Assistant” tab allows you to view the calendar of all attendees to check for availability. It is possible to adjust the meeting time on this tab

4. When finished, press the “Send” button on the top of the page. The meeting will be posted on the channel you selected and invites will be emailed to all requested attendees. The meeting will also show up on the calendar of the people who have accepted the meeting invitation

Self-Service is an interactive web application that enables students, faculty, and staff to view their individual information contained in FDU’s student information system. Students can use Self-Service to do things like view their financial aid, pay their bills, and register for classes. Likewise, faculty will use Self-Service to verify enrollment and enter grades.

To navigate the Tutorial, scroll down to the Index. From there you can navigate to any portion of the Tutorial by clicking on any “Part”.

Section – Academics

Part : View Your Degree Audit

What is Degree Audit? Degree Audit is an online version of your check sheet, which allows you to track your academic requirements. On Degree Audit you can see what degree requirements you’ve completed, which are in progress, and which courses you have left to complete your degree.

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and then click on “Student Planning.” Navigate to “My Progress/Degree Audit”

2. Click on “Expand All” to if you’d like to see all the requirements for your degree

3. Any action you have taken towards completing each requirement will be noted in the “Status” column

4. If you would like to see what it would look like if you switched to a different program, then click on “View a New Program” at the top of your Degree Audit

5. Use the search bar to find the program you are interested in. Select the program and click “View Program

6. If you no longer want to view this program, click the “X” to remove it

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Search the Course Catalog

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and navigate to the “Course Catalog”

2. Fill in as many fields as you’d like for your course search. It is suggested that you at least select a term and a subject. Click the blue “Search” button to get your results

3. You can narrow down your results further using the filters on the left-hand side
   
   • Click on the “Hide” button to hide the filter menu and allow the results to fill your screen

4. You can click on the arrows in the header row to change how the results are sorted

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Plan Your Schedule

1. You can search for courses by using the Course Catalog or your Degree Audit page. In this article, we will use the Degree Audit page method

2. Go to the menus on the left and choose the “Academics” menu and expand the “Student Planning” menu. Click on “My Progress/Degree Audit”

3. Find the requirement you are looking to fulfill. Click on the “Search” button to find sections for every course that will meet this degree requirement

4. Narrow down your results using the filters on the left-hand side.

5. Within the results, click on the grey bar that says “View Available Sections” for the course you’d like to add to your schedule. Find a section that fits on your schedule and click “Add Section to Schedule”

6. Review the Section Details that pop up. If you still wish to add this section to your schedule, then click “Add Section”

7. To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page

8. To confirm the section appears on your schedule, navigate to the “Plan & Schedule” page

9. Repeat this process to add more courses to your schedule in preparation for priority registration

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Register for Classes

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and then click on “Student Planning.” Navigate to “Plan & Schedule

2. The first time you come to this page for a given semester, you will be presented with the FDU Terms and Conditions Student Registration Contract. Scroll down to agree. You only need to do this once per term

3. Your planned courses will appear on the Plan & Schedule page and will be color-coded in yellow. If you have not planned your courses, please review how to in Section 1 – Part 3 “How to Plan Your Schedule Using Self-Service”

4. If you have any holds, then they will appear in the top right corner of the page. You will need to resolve your holds before you can register for classes

5. You will need to be mindful of your priority registration date. You will find a banner above your planned schedule informing you of the date and time you can register for classes

6. Once all holds have been resolved and your priority registration date/time has arrived, you can register for all your courses by clicking on “Register For All Planned Courses.” If you would like to register for each course one at a time, then click on “Register” within each course tile

7. Successful registrations will turn green and say “Registered”

8. If you are ineligible for any of your planned sections, then the course will remain yellow and planned. You will get an alert in the top right corner explaining why you were unable to register for that section
   • Click “x” on the section to remove it from your schedule

9. If you need to drop a course during Priority Registration or Add/Drop, then click on “Drop” within the course tile

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Download Your Unofficial Transcript

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics” and click on the “Unofficial Transcript” button

2. Select the transcript you wish to download by clicking on its text

3. After clicking on the transcript text, a pdf document will download. Open this document to view your unofficial transcript.

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Apply for Graduation

1. On the left-hand side of the page, you will find your menus. Click on menu called “Academics” and then click on “Graduation Overview”

2. Click “Apply” next to the program from which you wish to graduate

3. Select your “Graduation Term” and type in your “Preferred Name on Diploma.” Select the address you would like your diploma sent to. Once these fields are filled in, you must confirm everything is correct and click “Submit”

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Load a Sample Course Plan

What is a course plan? A course plan is an example of the sequence of course work you need to complete for your selected program. This will load courses onto your plan for current and future semesters. This will allow you to map out the courses you need to take for your entire degree.

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics.” Within the “Student Planning” menu, click on “My Progress/Degree Audit”

2. On the top right side of the page, click on “Load Sample Course Plan”

3. Select your first term from the drop-down menu and select your program using the first radio button

4. Click on “Preview Plan” on the bottom of the window

5. Review the sample course plan and click “Load”

6. Use the Timeline tab to view the courses that were loaded onto your plan. Make any adjustments, if needed

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Submit Your Schedule for Review

1. On the left-hand side of the page, you will find your menus. Click on the menu called “Academics.” Within the “Student Planning” menu, click on “Plan & Schedule”

2. Go to the “Advising” tab. Here you will see the names of your advisors

3. You can leave a message for your advisor by typing in the “Compose a Note” box and clicking “Save Note“

4. Click “Request Review” to have your advisor notified that your schedule is ready to be reviewed and approved

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Join a Waitlist

If a class you have planned is full and has a waitlist enabled, then follow these steps to join the waitlist. Please note that there is no guarantee that you will get a spot in the course section.

1. Go to the “Academics” menu, click on “Student Planning,” and navigate to “Plan & Schedule“

2. Find the section that is full. If the waitlist is active, you will see a “Waitlist” button

3. Once you’ve joined the waitlist, the number of waitlisted students will increase by one and you will have the option to drop off the waitlist

4. When a spot opens in the section, you will get a notification sent to your FDU email address

5. There will now be a “Register” button on the section within the Plan & Schedule page. Click on it to register for the waitlisted course

Section – Daily Work

Part : Verify Enrollment

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Faculty” submenu. Within this submenu, click on “Faculty Overview”

2. Click on the row of the course you wish to verify the enrollment

3. Within the “Roster” tab, you will see the list of students currently enrolled in the course. Use the radio buttons to select whether the student has “Attended” or “Never Attended”

4. Once you have completed verifying enrollment, you must click on “Submit Attendance“

5. Click on “Submit” in the pop-up window to complete the process

6. On the After you’ve submitted the enrollment verification, you will see a green notification at the top of the page letting you know you were successful

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Advise a Student

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Advising” submenu. Within this submenu, click on “Advising Overview“

2. Find the student you wish to advise using the prepopulated table of assigned advisees or by searching for their name or ID number in the search bar.

3. Click on the “View Details” button for the record of interest

4. Click on the “Notifications” bar to expand it and view any holds on the student’s account

5. Underneath the “Notifications” bar, you will find all the tabs you can use to gain a well-rounded view of the student’s academic progress

• Click on “Course Plan” to view the courses the student has registered for or is planning to register for

• Click on “Progress/Degree Audit” to view the student’s Degree Audit. Within this tab, you can click on “View a New Program” to see what it would look like if this student switched programs

• Click on “Test Scores” to see any official test scores that have been submitted to FDU and recorded in Colleague

• Click on “Grades” to view the student’s midterm and final grades broken down by semester

• Click on “Remove Hold” to remove the web registration hold from the student’s account. You will need to select the hold you wish to remove and click on “Remove Selected”

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : View Budgets

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Financial Management” sub-menu. Within this sub-menu, click on “Budget”

2. On the “Budget to Actuals” page, there will be options to filter your reports. By clicking on any of the arrows, you can expand or collapse the filter options. Once expanded, a field will appear where you can type the criteria you would like to search for. Additionally, you can change the Fiscal Year using the drop-down menu at the top of the page

3. Using “Identifier” as an example, you can type in your value(s) in the following ways. Hit “Enter” after each value to include in the search
   
   • Type in the individual identifier, ex: 067110
     
   • Type in the range of identifiers, ex: 067110-067115
     
   • Type in the identifiers separated by commas, ex: 067110, 067111, 067115

4. Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu

5. If you need to change your filters:
   
   • Open up the filter options by clicking on the blue “Filter” button
     
   • You can add more values by typing them into the field, hitting “Enter”, and applying the filter again
     
   • You can remove individual values by clicking on the “X” next to the value
     
   • You can start over completely by clicking “Reset Filter”

6. If you are satisfied with your filter options and would like to detail in on a specific budget, then click anywhere on the budget you would like to view

7. Click anywhere within a row to view more details. The “Financial Health” column will display a yellow alert symbol if the budget is over 85% spent

8. Continue to click on rows or documents to view more details. Download any page with an “Export” icon if you need to view it in Excel. You can click Back in your browser to go back a page

1. On the left-hand side of the page, you will find your menus. Click on the toolbox icon, called “Daily Work”, and navigate to the “Financial Management” sub-menu. Within this sub-menu, click on “Budget”

2. On the “Budget to Actuals” page, there will be options to filter your reports. By clicking on any of the arrows, you can expand or collapse the filter options. Once expanded, a field will appear where you can type the criteria you would like to search for. Additionally, you can change the Fiscal Year using the drop-down menu at the top of the page

3. Using “Identifier” as an example, you can type in your value(s) in the following ways. Hit “Enter” after each value to include in the search
   • Type in the individual identifier, ex: 067110
     
   • Type in the range of identifiers, ex: 067110-067115
     
   • Type in the identifiers separated by commas, ex: 067110, 067111, 067115

4. Click “Apply Filter” when done entering values. Your results will appear to the right of your filter menu

5. If you need to change your filters:
   • Open up the filter options by clicking on the blue “Filter” button
     
   • You can add more values by typing them into the field, hitting “Enter”, and applying the filter again
     
   • You can remove individual values by clicking on the “X” next to the value
     
   • You can start over completely by clicking “Reset Filter”

6. If you are satisfied with your filter options and would like to detail in on a specific budget, then click anywhere on the budget you would like to view

7. Click anywhere within a row to view more details. The “Financial Health” column will display a yellow alert symbol if the budget is over 85% spent

8. Continue to click on rows or documents to view more details. Download any page with an “Export” icon if you need to view it in Excel. You can click Back in your browser to go back a page

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Enter Midterm Grades

1. Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview“

2. Select the course for which you need to enter midterm grades

3. Within the “Grading” tab, select the “Midterm Progress Report” tab

4. Use the drop-down menu to select the grade for each student

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Enter Final Grades

1. Go to the “Daily Work” menu, click on “Faculty,” and then click on “Faculty Overview“

2. Select the course for which you need to enter final grades

3. Within the “Grading” tab, select the “Final Grade” tab

4. Use the drop-down menu to select the grade for each student

5. Once all grades have been entered, you must click the “Submit Grades” button to save and submit your work

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Departmental Oversight

1. Go to the Daily Work menu and click on “Departmental Oversight“. Within this menu, click on “Departmental Overview“

2. To search for a section by course code, click on the “Section“ radio button. Type in the section information using the following valid formats only:
   • Subject Code Only – Ex: PSYC
   • Catalog Number – Ex: PSYC_1201
   • Specific Section – Ex: PSYCH_1201_31

3. To search for all the sections being taught by a specific faculty member, click on the “Faculty” radio button. Type in the faculty member’s name using the following valid formats only:
   • First Name Last Name – Ex: Bob Smith
   • Last Name, First Name – Ex: Smith, Bob

4. Once you’ve found the section or faculty member you searched for, click on “View Details“

5. To view the Enrollment Verification or Midterm/Final grades associated with a specific section, click on the section name

6. Enrollment Verification can be found in the Roster tab and Midterm/Final grades can be found in the Grading tab

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Section – User Options

Part : Set up Your FDU Alert

1. On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “FDU Alert”

2. Fill in the alert information presented on the page. If information already exists in these fields, make sure the information is up to date. Click “Submit” when finished

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : View or Add a Proxy

What is a Proxy? A Proxy is a person to whom you grant permission to sign into your Self-Service account to access selected student records.

1. On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “View/Add Proxy Access”

2. Use the drop-down to add a proxy. If you see the person’s name, select them from the list and confirm their information. If you do not see their name, click on “Add Another User”

3. You must fill in the personal information for the proxy

4. You can pick and choose what access you want to give to this proxy

5. You must agree to the Disclosure Agreement and click “Submit”

6. You will be prompted to enter your Single-Sign On password again and click “Submit”

7. If you added a new user, you might get the following pop-up message. If you do, click “Continue“

8. Now your proxy will be listed on the “View/Add Proxy Access” page

9. If you want to change a proxy’s access at any time, simply click on the pencil next to their row

10. Add or remove access by selecting the appropriate check boxes. You can also remove all access entirely by selecting the “Remove All Access” radio button. Click “Save” to submit your changes

11. To give access to Make a Payment via an authorized user, click on “Payments/Payment Plans/1098-T” within the “Student Finance” menu

12. Click on “Continue to the Payment Center” to navigate to TouchNet

13. Click on “Authorized Users” to add your proxy as an authorized user to pay your bill. Follow the instructions to add the authorized user

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : View or Update Your FDU FERPA Release

1. On the left-hand side of the page, you will find your menus. Click on the menu called “User Options” and then click on “FDU FERPA Release”

2. Click on “Add a Contact” to add a new contact, a person to whom you want to grant access to your information

3. Adding a contact: Fill in the contact’s name, relationship, and the start date (the date that this will become effective). The expiration date is optional and can be changed at any point. Click “Save”

4. You will now see this contact listed on the FDU FERPA Release page

5. If you want to end the permissions of a contact, click on the row containing their name

6. Fill in an expiration date to end their permissions on that date. Click “Save”

7. Repeat the steps above to add or change your contacts

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Part : Submit Your SIN

1. Go to the “User Options” menu and click on “FDU SIN Update“

2. Enter your SIN into the empty fields and click “Update“

3. You will know your submission is successful if you get a “SIN Updated” alert in the top right corner of the page

If you have any questions or need assistance, please email selfserviceadmin@fdu.edu.

Section – Training Videos

Part : For Faculty and Staff

Part : For Students

Part : Student Planning Training for Advisors

Part : Student Planning Training for Students

1. Visit the FDU Office 365 Portal using any web browser

2. Sign in to the FDU Single-Sign-On (SSO) page using your FDU NetID credentials

3. In the upper left corner, click the dotted square and select All Apps

4. In the All Apps menu, choose Bookings

5. Microsoft Bookings will open. Click the Get it Now button to begin

6. The next page will ask for two pieces of information: Business name and Business type. Enter your Department name or your First and Last Name. Click Continue

7. Once your Bookings page loads, the first section you should complete is Business Information. Click  Business Information in the left menu

8. On the Business Information page, you can enter your business or department address, other contact information, upload a business logo, and set up your business hours

9. Next, set up your service offerings. Click Services from the left menu

10. Once you’re on the service-editing page, enter your service details, including name, description, and location. When you start typing an address in the default location, suggested locations will populate. Below are explanations for the other fields on the service-editing screen:
    • Duration: You can enter how long you want the duration to last in days, hours, minutes, and set a buffer time when customers cannot book.
    • Reminders: You can have the system send customers email reminders before their scheduled appointment. Click the pencil to edit the text. 
    • Leave Publishing options checked.
    • Online Scheduling Options: This is where you can manage the settings for when customers can book services.
      • You can choose to use the default scheduling policy by leaving the option checked, OR
      • You can manage the settings for your scheduling policy by unchecking the option.  If you choose this option, we recommend setting the Minimum lead time to 24 and the maximum lead time to 30 days.
    • Don’t forget to click Save at the top of the Service details page

11. Next, click Staff from the left menu. Click the pencil next to your name to edit your information. Also, you may add any staff or faculty members in your department by clicking the + Add staff button

12. On this page, you can add information about yourself, including your office or department phone number and whether to receive email notifications (we recommend keeping this option checked).  Click Save when finished

13. Next, select Booking page from the left navigation pane.
    • Booking page Status: Since this is the first time you are setting up your Bookings page, your status is set to Not published. Once you finish customizing your page and clicking Save, the status will change to Published. 
    • Customer data usage consent (optional):  Where you can customize a message for your visitors to consent to your site collecting their personal data. 
    • Scheduling Policy: Where you can set site-wide scheduling policies. We recommend the following settings:
      • Minimum lead time: 24
      • Maximum lead time: 30
    • Email Notifications: Notifies you when an appointment is made. 
    • Staff: You can allow customers to choose who they want to meet with. However, you can uncheck this option if you do not have any staff.
    • Customize your page: Choose a color theme for your bookings page.
    • Lastly, click Save and Publish

14. Once you click Save and publish, your Bookings site is now live! You can view your published page by clicking Open published page and share your page with others by copying the link