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The most common navigations that should be used:
Waterloo Student Admin > → Operator Synchronization > → Use > → UWDir Students Snapshot
Campus Community > → Personal Information > → Add/Update a Person
Reporting Tools > → Query > → Query Viewer
Curriculum Management > → Instructor/Advisor Information > → Instructor/Advisor Table
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To see if you can first add an instructor without having to create them in Quest navigate to Curriculum Management > → Schedule of Classes > → Maintain Schedule of Classes
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Navigate in Quest to: Reporting Tools > Query > Query Viewer and run this query “UW“UW_RS_SCH_HR_INSTRUCTOR” (sometimes in a pinch this one too “UW_SEC_HR_INSTRUCTOR” INSTRUCTOR“) and look them up using their last name (it’s case sensitive) to ensure that they have been given an HRiD number and are coming over from Workday as a valid instructor
Look them up using their watiam in Quest:
Waterloo Student Admin > → Operator Synchronization > → Use > → UWDir Students Snapshot, this
This should hopefully also give you their existing student ID number.
Navigate with in Quest to:
Curriculum Management → Instructor/Advisor Information → Instructor/Advisor Table
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Navigate to: Reporting Tools > → Query > → Query Viewer and enter in this query name “UW_RS_SCH_HR_INSTRUCTOR” or “UW_SEC_HR_INSTRUCTOR“ Search by the last name with % at the start and end of name, and its case sensitive. This will give you a list of instructors from Workday that are available to be added to Quest, or already are in Quest.
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If their birthdate is also listed on the query output, you can look them up with this query: UW_RS_DATE_BRTH_NAME_EG using their first name if their last name has been changed.
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The fields to be entered in is “Last Name” and “First Name” and “Campus ID” and ideally the Date of Birth too (but that’s optional!). Once the new student ID number has been created, head to: Curriculum Management > → Instructor/Advisor Information > → Instructor/Advisor Table then fill out the information, we always use “Instructor” as the drop down for “Instructor Type”
If the instructor already has a different user id entered in Quest than what’s showing up in the UW_RS_SCH_HR_INSTRUCTOR query.
We need to create a rt at rt-quest@rt.uwaterloo.ca Jira at Manage Student Information Systems Access (Quest) to explain that there’s two user id’s and that one of them needs to be destroyed, they can’t have two userid’s in the system.
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Once they have a sponsor the department chair needs to submit the rt to rt-quest@rt.uwaterloo.ca Jira to Manage Student Information Systems Access (Quest) letting the systems team know they want them added without being paid by UW
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If you want the instructor to have access sooner, and they don't want to wait for Workday to give them an HRiD number you can have the Chair of your department submit and rt to "rt-quest@rt.uwaterloo.caa Jira to "Manage Student Information Systems Access (Quest)" and ask the systems team to force on their instructor role so that they can get added to the course and then they will get LEARN access after that.