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Admin Albert Role Descriptions & Training

This page provides details on the descriptions and training available for specific roles within the student information system. For certain roles specified below, training must be completed before access can be granted. Training requirements are based on the specific role selections that are made on the account request form. Additionally, new Admin Albert users must also complete the FERPA tutorial & quiz.

Please note that Admin Albert & Brio Account Requests can be submitted by authorized requesters only.

 
Admissions
Admissions Summary - Page 1 Description
This role is appropriate for individuals who need to view a summary of the applicant and his/her status in the admissions process.

The role assigns view access to the Applicant Summary - 1 page. This page provides Application Data (basic Program/Plan information), Biographical Information, Contact Information, Checklist Information (application requirements), and Service Indicator Information (flags). In addition, Recruitment Categories (student contacts with NYU Admissions), housing interest and notification plan (Regular or Early Decision) information also display on this page.
No training available/necessary from the Office of the University Registrar.
Admissions Summary - Pages 1 & 2 Description
In addition to all the access from "Admissions Summary - Page 1", this role includes high school and college statistics, test scores, evaluations (if used), and Student Group information (which are categories, or "groups" of students, e.g. scholar groups).
No training available/necessary from the Office of the University Registrar.
Brio - EPM
Brio - Basic EPM (Dashboard) Description
Selecting this option will give the individual access to the full set of reports and data extracts available via the Student Records Brio dashboard. Neither Brio reporting skills nor familiarity with the EPM reporting structures are needed to use the dashboard. This option should be selected for anyone who is not very proficient in using the Brio reporting tool and does not have a solid understanding of the EPM reporting structures.

When this option is selected the individual will only be required to participate in Student Records Brio Dashboard related training.
Training Available: CS901: Student Records Reporting Dashboard Tutorial (iLearn Course)
Bursar
Account Viewer Description
Student account information - displays account balances, transaction amounts and amounts unpaid to date
No training available/necessary from the Office of the University Registrar.
Financial Aid
Financial Aid - Awarding Description
This role is appropriate only for those individuals in schools who are authorized to post scholarship and / or stipend aid for their students. This role is restricted, and requires training and approval.
Training Requirement: Contact Financial Aid office for details.
Financial Aid - View Description
This role is appropriate for those individuals who need to view financial aid information, including anticipated student aid, comments left by Office of Financial Aid staff, loan status, and general Financial Aid status information. This role required training and approval.
Training Requirement: Contact Financial Aid office for details.
University Registrar
Advisor Assignments Access Description
Allows access to assign advisees.
Training Available: CS400: Advisor Batch Load Process (iLearn Course)
Advisor Center Access Description
Allows access to student data including Bio/Demo data, Class Schedules, Grades, the Degree Audit Report (Academic Requirements), Transcripts, Transfer Credit, Test Credit, Service Indicators (Holds for XAC-Advisor Clearance Required), and Academic Program History.
Training Available: CS300: Advisor Center (iLearn Course)
Advisor Clearance Access Description
This option requires selection of either the Enrollment View or Enrollment Update Role. Allows access to release the XAC-Advisor Clearance Required holds
Training Available: CS200: Enrollment & CPP (iLearn Course)
Career/Program/Plan - Update Access Description
Gives update access to Career, Program, Plan, and Maintain Student Term Enrollment Limits (Equivalency).
Training Requirement: CS200: Enrollment & CPP (iLearn Course)
Course Catalog - View Description
Gives view access to the course catalog
No training available/necessary from the Office of the University Registrar.
Dean's Academic Hold Description
This option requires selection of either the Enrollment View or Enrollment Update Role.

Note: Accounts granted an Enrollment role are automatically granted view access to All Service Indicators. ONLY check the box for this role if Place/Release access to the Dean's Academic Hold is required.
No training available/necessary from the Office of the University Registrar.
Dean's Hold Description
This option requires selection of either the Enrollment View or Enrollment Update Role.

Note: Accounts granted an Enrollment role are automatically granted view access to All Service Indicators. ONLY check the box for this role if Place/Release access to the Dean's Hold is required.
No training available/necessary from the Office of the University Registrar.
Enrollment - Update Access Description
Gives update access to enrollment and view access to Term Activation, Term History, Student Groups, Appointments, Student Services Center, Enrollment Summary, Enrollment Request Search (enrollment audit), Enrollment Requirements (pre-reqs and restrictions), Bio-Demo data, Transcripts, Degree Audit, Class Rosters, Class Permissions, and Instructor Schedules. With appropriate row-level security users will be able to remove Advisors holds and place and release other holds.
Note: Degree Audit allows users to view the Degree Audit Report, including advisor notations and exceptions entered for individual students. Enables users to do a 'What-If' scenario to audit students under a different program. The Degree Audit is available to all undergraduate schools, except for: SCPS Tisch Center, STEIN.

View access to Academic Records related Service Indicators is also given.
Training Requirement: CS200: Enrollment & CPP (iLearn Course)
Enrollment - View Description
Gives view access to Term Activation, Term History, Student Groups, Appointments, Student Services Center, Enrollment Summary, Enrollment Request Search (enrollment audit), Enrollment Requirements (pre-reqs and restrictions), Transcripts, Class Rosters, Class Permissions, and Instructor Schedules. With appropriate row-level security users will be able to remove Advisors holds and place and release other holds.

View access to Academic Records related Service Indicators is also given.
Training Available: CS200: Enrollment & CPP (iLearn Course)
Internal Memo Management Application Access Description
Access will be granted to the Internal Memo Management Application which is used by school administrators to send memos to the Degree Audit area of the University Registrar's office. Memo types include Course Substitution,Transfer Credit, Major/Minor Completion, Completion of Requirement / Waiver and Miscellaneous. This application is external to PeopleSoft/Albert.
No training available/necessary from the Office of the University Registrar.
Schedule of Classes - Limited Maintenance Description
Gives update access to the Schedule of Classes and view access to Class Rosters, Class Permissions, Enrollment Requirements (pre-reqs and restrictions), Combined Sections and Instructor Schedules.
Training Requirement: CS100: Building the Schedule of Classes (iLearn Course)
Schedule of Classes - View Description
Gives view access to Schedule of Classes, Class Rosters, Class Permissions, Enrollment Requirements (pre-reqs and restrictions), Combined Sections and Instructor Schedules.
Training Available: CS100: Building the Schedule of Classes (iLearn Course)