Glossary

Academic Advising: An application that facilitates communication of academic progress across the institution, students and advisors.
Academic Date Range: The period of time associated with a student recruiting cycle, such as 7/1/2015 to 3/31/2016. Date ranges associated with a type of recruiting are the only ones currently supported.
Academic Foundation: Includes the foundational components used throughout Workday Student.
Academic Level: The level of study of a program. Levels include undergraduate and graduate.
Academic Period: A period of time with a defined start date and end date (such as a semester, quarter or other fixed period) that you can select to identify a student’s anticipated start date.
Academic Plan: Academic plans are a tool to help students plan out what courses they should take during which academic period to satisfy the academic requirements for their program of study.
Academic Progress Report: The Academic Progress Report (APR) is a tool that allows students, advisors, and staff to view a student’s current progress toward their Program(s) of Study by monitoring unsatisfied academic requirements.
Academic Record: Displays a student’s Program of Study and further student data. Each time a student matriculates into a program of study in Workday, an individual academic record is created, which contains other details like expected completion dates, coursework, and grades. A single student can have multiple academic records. For example, dual-degree students will have an academic record for each “half” of their dual degree.
Academic Requirement: Academic requirements define what a student needs to do to complete a program of study. Academic requirements enable advisors, staff, and students to track and verify a student’s progress towards completing their program of study.
Academic Standing: Defines the rules to evaluate the academic standing of a student for an academic period. For example, defines the grade requirements to identify students who meet minimum honors requirements.
Academic Status: This refers to the state of a student’s academic performance, which may result in temporary or permanent separation from the institution. Example: academic probation, suspension, dismissal (negative), or Dean’s List (positive).
Academic Unit: A Workday organization type that represents a school, college, university or other unit of your institution. These units can recruit prospective students, admit students, offer programs of study or courses or administer financial aid. Academic units are also used with academic appointments in Workday.
Academic Unit Hierarchy: Workday offers an additional method for grouping academic units for reporting purposes called the academic unit hierarchy. The academic unit hierarchy is related to but separate from the academic unit structure.
Academic Unit Structure: Within Workday, related academic units are organized together to form the academic unit structure.
Admissions: Application that supports application and decision processing for incoming student applicants.
Anticipated Start: A start date for student prospects to begin their enrollment. It can be an academic period, such as Fall 2015, or a dynamic date, like Oct. 1, 2015.
Applicant Pool: A subset of applications in an admissions cohort. Applicant pools enable you to control and adjust workload for application reviewers.
Applications: A grouping of related tasks; a compact report displayed as an icon on your homepage, providing easy access to tasks and information you use on a regular basis. At Wake Forest: Admissions, Academic Advising, Student Records and Student Financial Services.
Approve: An action in a business process that designated participants select to progress the event to the next step.
Attendance Plan: Attendance plans enable you to project expected attendance for students even before they enroll in courses. These plans let you know which academic periods, award years, academic load and other information to use when calculating cost of attendance, packaging student awards or generating reports.
Attributes: Used to tag accounts, dimensions and levels to build alternate hierarchies. You can define attributes (and individual values) to create different rollup hierarchies for your organization, such as geography versus function. Attributes are available for use in formulas, cube sheets, reports and charts.

Cancel (business process): An action you can take on a business process. Canceling a business process stops the workflow in progress and reverses changes made to data. You cannot cancel a completed business process; you must rescind it. A securable action in a business process security policy.
Change Management: Change Management is the key to the acceptance and support needed for implementing sustained change. It can help establish expectations upfront, mitigate disruptions during the implementation and influence better perceptions as the project progresses. At Wake Forest we will focus on the people-side of change by cultivating empathy and understanding of our community and developing open communication pathways to ensure a strong feedback loop. To accomplish this charge, we will focus our efforts on communication, learning and support throughout the implementation and post-launch periods.
Change Network: Project Wakeday change networks are composed of faculty, staff and students divided into the following advisory groups: Faculty Advisory Panel, Staff Change Network, Student Change Network. These designated representatives from schools, departments and student organizations play an important role in helping Wake Forest prepare for the changes coming with Workday Student. The networks meet regularly (usually once or twice a month) with members of the Project Wakeday team to discuss key activities and milestones and to learn how changes will affect them and their offices.
Class Level: First-year student, sophomore, junior or senior; the level is usually determined by the number of credits completed not by the number of years in attendance.
Cohort: Student cohorts provide an easy way to group students based on criteria that you select (e.g., grade, program of student, class standing) or by manually selecting students. These can be leveraged for dividing advising load or admissions application groupings.
Colocation: Courses that are not cross-listed, can still be managed with flexibility via colocation. Colocation can be assigned at the section level and allows two different course sections – e.g., ECON 380 and MATH 310 – to be aligned to the same time and location.
Communications Liaisons: In partnership with the Project Wakeday team, these communications specialists from across the University help distribute information about Workday Student They share their expertise in best practices for communicating with various University departments. They also regularly receive updates from the Workday SIS Communications Specialist about project progress, which they post on webpages, publish in newsletters and share during meetings, as applicable.
Contextual Custom Report: A custom report created from the Related Actions menu of a Workday object by selecting Reporting > Create Custom Report. Simplifies data choices and fields to those related to the context of the object.
Conversation Tag: A descriptor that you can assign to an engagement conversation to identify its topic. You can search for conversations by conversation tag.
Conversation Topic: A conversation tag or recruiting event name that you can associate with an engagement conversation to make conversations easier to find.
Co-Requisite Courses: Any course that must be taken in coordination with another can be entered on the course definition as a co-requisite course. Workday will limit registration for students unless they are registering in both courses if a co-requisite course is set in the system.
Correct (business process): An action you can take on a business process. Correcting a business process changes a specification or data in the workflow while in progress. It is also a securable action in a business process security policy.
Course: Course in Workday corresponds to the definition of a course in the Academic Catalog, along with such additional fields as allowed grade modes and course tags, which are used in the definition of degree audit requirements. Also refers to a series of lessons in a subject, typically leading to qualification. A user can teach them in multiple formats (e.g., lectures, labs) and a user can require students to enroll in multiple instructional formats to complete the course.
Course Definition: A Course Definition is a granular view of a course, accessible for Administrators and Staff. Controls and Related Objects can be seen in this view.
Course Section: A course section in Workday is a time-specific representation of a specific instructional format of the course; the semester-specific instance of the course. This is the object that students will actually register in. Sections are what students enroll in and where instructors grade.
Course Section Definition: A Course Section Definition is a granular view of a course section, accessible for Administrators and Staff. Controls and Related objects can be seen in this view.
Course Tags: Tags associated to courses to filter courses in search reports, identify attributes of a course, and create smart lists making course searching more user friendly.
Cross-listing: Enables users to list the course under different identities. Students can register for the course under the identity they want on their transcripts. Cross-listed courses share a single course definition, but can have sections created under the unified definition or under either or both unique parts of the definition. Example: You cross-list ECON 380 with MATH 310. Students pursuing an Economics degree can register for ECON 380 and Math students can register for MATH 310, although they’re both taking the same course.
Curriculum: An organized program of study offered at an institution.
Curriculum Management: Enables management of course inventory, class sections and its instructors.
Custom Reports: Wake Forest-developed reports that are built and managed to address the unique needs of the institution.
Customer Confirmation Session: An opportunity for project leads from Wake Forest to share what has been configured in Workday Student so far. Attendees might include the Steering Committee, deans and associate deans, among others, depending on the topics in each agenda.

Dashboard: Dashboards are landing pages for users to quickly view common reports, access tasks, find external links and read announcements. They’re used across Workday including Student, HR, and Financials. They can be automatically assigned to roles based on security group or manually maintained by an individual user. Huron will deliver one dashboard for faculty and one dashboard for advisers. If you are a member of both groups, you will have access to both dashboards.
Data Source: A data source defines a set of business object instances for reporting purposes. Allows reporting access to all business objects related to those in the data source.
Delegation (business process): An action you can take in a business process if you have been assigned a task. You can request the task is delegated. Requesting a delegation change is a business process that may require approvals. Delegation functionality may or may not be included in your organization’s configuration.
Deny (business process): An action you can take on a step within a business process. When you deny a business process, the business process is terminated and all Workday data is restored to its state before the business process started. To restart the business process, you need to submit the process again and redo all previously completed steps.
Designation: An attribute, such as Community Learning Partner, Honors, or STEM, that you can associate with educational institutions and external associations to make them easy to find and report on.
Drilldown: A feature to view more data in a matrix report. When you select a drillable element (such as a drillable field in the table view or a column, line or pie segment in chart view), a context menu appears that enables you to select a new View By field. If the Enable Drilldown to Detail Data checkbox is selected on the Advanced tab of the report definition, you can also select details associated with the selected report element.
Dynamic Period: A date that identifies the anticipated start date for a student of online education or other asynchronous learning.

Readiness Activities: Activities that occur after Readiness Sessions and before formal training. They can take on the form of a meeting with selected groups (standing committees like the IT Partners Council, departments, units or business areas) to discuss upcoming changes to process and policies as plans are made for work in the new environment. More formal activities also include information tables, open labs, reference guides and documentation, and roadshows demoing upcoming functionality.
Readiness Sessions: A session held with change networks (faculty, staff, students) where upcoming functionality is demonstrated to stakeholders. During these demonstrations the change management team gathers feedback and insights from the networks related to wins and challenges for campus. Based on these sessions, demonstrations are assessed and revised for broader campus consumption (e.g., roadshows) and feedback is leveraged to inform additional readiness and training activities.
Reassign Task (business process): An action you can take on a business process where you request for a task to be reassigned. This may require further approvals.
Recipient Threshold: The maximum number of students to whom you can send an engagement item at the same time without requiring approval.
Related Business Object: When defining a report, fields that return objects related to the primary business object are said to contain related business objects. These related objects may have their own set of fields that can be included in the report.
Reporting: The process of organizing data into informational summaries in order to monitor how different academic and student areas are performing.
Rescind (business process): An action you can take on a business process to completely reverse all changes made to Workday data in a completed business process. A task must be successfully completed to perform this action.
Reserved Seat: Reserved seats are a feature that may be used to reserve seats in a class for a defined population of students.
Roles: A group of people with specific responsibilities and permissions. When a business process runs, the role for each step includes all of the workers in that role in the business process target organization.

Saved Schedule: Saved schedule is a tool that allows students to create a schedule based off of the courses they’ve included on their Academic Plan, or by adding course sections from the Find Course Sections Report. Saved schedules can be broken down by terms and are editable by students to add or remove courses. Students can also use saved schedules for a calendar view of their schedule.
Security: The framework for managing user access within Workday Student.
Security Group: A collection of users or a collection of objects that are related to users. Allowing a security group access to a securable item in a security policy grants access to the users associated with the security group.
Securable Items: An action, report, or data element that is part of a security policy. Securable items are managed through defining security policies to restrict access by security groups. Business process related actions are also securable items.
Source: A location or something that identifies where you heard about a student. Examples: high school visit, recruiting event or information from a search service.
Standard Report: Pre-built and maintained by Workday. Not customized per Wake Forest requirements.
Student Audience: Student Audiences allow users to target engagement communications to a specific population. Student Audiences are created using custom reports.
Student Core: Manages student information, including personal information, contact information, holds and disability accommodations.
Student Data: Defines how students’ personal information and contact data is represented in Workday.
Student Financials: Application that supports the finance office related to accounting, disbursement, collection, student charges, payments and refunds.
Student Information System: Higher-education software that typically refers to a higher-education information system or student information system (SIS). These are programs that help educational institutions manage data and processes related to students’ educational journey: admission, enrollment, academic records, academic advising, curriculum management, financial aid and more. Wake Forest is moving from Banner Ellucian to Workday Student for its new SIS.
Student Record: The complete picture of a student’s academic relationship with the University.
Student Records: Application that regulates student registration, academic records and institutional academic policies.
Student Status: Represents a student’s “status” at Wake Forest. Examples include active and inactive.
Student Tags: An attribute, such as veteran, athlete or scholarship recipient, that can be assigned to students.

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