Pre-Conference Workshops

Alliance Virtual 2020

Workshops will be offered on Monday, May 11th and Tuesday, May 12th, 2020. Registration for these requires an additional fee of, $50.00 per workshop or you can purchase an All-Access Pass for $150.00. Payments for workshops will NOT be carried over from Alliance 2020 registrations. An All-Access Pass will give you full access to all workshops plus their recordings. The cost for Non-Alliance Virtual 2020 attendees is $150.00 per workshop. All workshop payments must be paid no later than May 8, 2020, or registration is subject to cancellation. Please see the list of the workshops being offered below.

Monday, May 11th

Session 1 - 11:00 AM - 2:30 PM (Eastern)

Room 1

It’s all Greek to me! Becoming fluent in BI Publisher.
Track Technical & Reporting
Speakers Anna Kourouniotis, MA, Duke University
Dede Young, Northern Illinois University

Learning a new tool is a lot like learning a language. It might be challenging at first to recall the vocabulary or syntax. You may lose motivation early on because it feels like trying to climb a mountain. More...

You may perhaps lack the resources to excel. In this workshop you will learn to create a simple report in BI Publisher using XML (Extensible Markup Language) data that was created from a PS Query. At the end of the workshop, you will be able to speak basic BI!

Session 2 - 3:30 PM - 7:00 PM (Eastern)

Room 1

Equation Engine- Learn how to use it for more than just FA
Track Student Records
Speaker William Culey, Washington State University

At Washington State University, we have started to leverage the potential of Equation Engines across multiple modules. Learn about how to use Equation Engine and its components. More...

Dive into Equation SQL Routines and how query manager helps as well as the Equation editor which is where you write the equation. WSU will show you how we use it for mass data updates, transcripts loading, create grading rosters, and calculating class price including material costs each term.

The workshop will start with learning to use the Equation SQL and how query manager can help. It will also discuss using SQL statements. Second, the presentation will then go on and show the use of Equation Engine, how to create prompts, call SQL, and even call other equations. It will dive into the different Keywords and Operand types that can be used. The third part will be to demonstrate what WSU has built and then moving on to building an equation engine and running it. Lastly, WSU will allow time for troubleshooting attendee's problems or questions about Equation Engine.

Tuesday, May 12th

Session 3 - 11:00 AM - 2:30 PM (Eastern)

Room 1

Academic Requirements 201
Track Academic Advisement
Speakers Dede Young, Northern Illinois University
Diane Garman, Northern Illinois University

This session will provide a deeper look at academic requirements. Creating and using a special requirement usage, course lists, entity groups, dynamic conditions, student groups in advising, tests in advising, More...

derived course lists, course attributes, etc., will be detailed and brought to fruition in an academic requirement and academic requirement group, viewing the final product in a special Advising Report.

Room 2

Commitment Control: The Good, the Bad, the Encumbered
Track Finance
Speaker Nora Loyd, University of Texas Southwestern Medical Center

Due to the complexities of module interaction with PeopleSoft Commitment Control, data needs to be continuously reviewed and reconciled. More...

Liquidation processing in particular involves multiple documents and dynamic business processes. When data is incorrect in Commitment Control the solution may be as simple as rechecking the document—or it may be considerably more complicated. The presenter will share information about how liquidation processing should work, issues encountered in practice, reconciliations used to diagnose variances between modules and Commitment Control as well as between tables within Commitment Control, and approaches to correcting data issues.

Session 4 - 3:30 PM - 7:00 PM (Eastern)

Room 1

Is Your Printer Friendly AAR Not Really Friendly? Fix the .pdf Version Without a Developer!
Track Academic Advisement
Speaker Larry Hill, Indiana University

This session covers procedures that a functional person with a small amount of technical skills can produce a high quality .pdf version of the Academic Advisement Report (AAR)…actually more than one version. More...

You will learn how to create simple graphics and charts, use it as a financial aid report, have different versions that display with each AAR type you have, create sub-reports that can be pulled in by using sub-templates. This session has items that are very easily completed in just a few minutes and more advanced topics for the advanced user. You can even bring your laptop and "play along" if you wish.



  • If you are already registered, go to the registration homepage and select View Your Registration Details, click My Workshop, and then the Add Workshop button. Select the workshop you would like to attend and add it to your registration, click the Finish button to pay.