Faculty and Staff Pathway Help

Two conditions must be met in order for you to log in to Canvas as an instructor and see your classes:

1. You must have an active instructor appointment in the HR database and an active SSO. This will allow you to log on to Canvas and take the required FERPA exam.
2. You will need to be listed as the instructor of record in Pathway to have access to a specific class in Canvas. Get more information on Canvas.

Active HR Appointment

You must have an active appointment in the Human Resources database to be given instructor or staff access to Pathway. As part of this process, you will be assigned an employee ID number.

The HR facilitator in your academic unit must submit a paper application for your HR appointment. This form must be signed by the instructor or faculty member before they can be submitted. If the instructor is a volunteer and will not be getting compensation from the university, if they will be asked to assign grades or access other areas of the Pathway Student Information System or the Canvas e-learning system, they will still need to get a faculty appointment and EMPLID.

Single Sign-On Account

The HR facilitator in your academic unit must submit a signed SSO account request form to the Human Resources office. The HR office will forward a copy of the SSO form to the Information Services Call Center for the setup of your SSO account and mailbox.

The Technology Support Center will notify the IT Liaison for your academic unit of the new account and opening password. The IT Liaison will then contact the instructor or faculty member with this information.

FERPA Exam

Take the FERPA training and required exam by logging in to UM System Canvas site with your UM System email and password and selecting the FERPA Training tile.

Anyone that needs access to the FERPA Training site must have an active HR appointment. New
employees to UMKC will be auto-enrolled into the FERPA Training site once they have an active
HR appointment.

Once you complete the training, your results will be graded and recorded. You must get a passing grade (80% or greater) in order to qualify as FERPA-compliant.

Instructor of Record

You must be listed as the instructor of record on the Schedule of Classes to have access to the Class Roster and Grade Roster for a class. The request to be added as the instructor of record must come from the designated scheduling representative in your department.

Student Records Access Request Form

An employee needing access to Pathway to view student records or other information (not related to teaching responsibilities) must have their supervisor complete the Student Records Access Request Form in Kuali.  This form must be initiated by the supervisor; if an employee submits their own form, it will be denied. 

Student Records Access Request for UMKC Employees

Student Records Access Request for NON-UMKC Employees (must be a UM System employee)

Academic Advising

This is our most comprehensive access to student records and includes admission, academic records, and personal information on applicants, current, and former students. It includes the ability to add and remove service indicators and information on classes scheduled and class rosters. For most academic advisors and administrative assistants in academic departments, this role is sufficient, although you may choose to add the Permission Numbers role.

Permission Numbers 

If a class requires consent, one person in each department has been designated to have access to input permission for individual students to register for specific "consent required" sections.

Department Chair

This role is designed for a department chair who does not have advising responsibilities. In addition to some basic student record information, this role also has access to view the grade rosters for all classes in his/her department.

Class Search

This role is designed for the staff member who has class scheduling responsibilities, but does not need access to student records. It includes view access to the Catalog of courses and the Schedule of Classes.

Service Indicators

This role is designed to give a staff member access to add and remove service indicators (holds), but not have access to other student record information.

Basic Student Inquiry

This role is designed to allow staff members to view the catalog and class search, and individual student's names, address, phone numbers, and directory information. This role does not include class schedules or grade information on individual students.

Learning Management

This role is designed to allow student service departments on campus to tell if a student is currently enrolled and assist the student in utilizing the various student services available to them. 

Same Type of Access

If there is another current staff member who has the type of access needed, you can indicate on the form to "Copy {insert user's SSO} access."

Get more detailed information about each of these processes in Pathway:

FERPA Course instructions

Class Roster instructions

Grade Roster instructions

Pathway Troubleshooting (PDF)

Clearing the Cache (PDF)

Viewing Wait List (PDF)

Accessibility Mode (PDF)

Bio/Demo Data, Contact Information

These pages have information about addresses, phones, e-mail, race & ethnicity, residency, international status, former names, etc.

• UM Processes and Reports > UM Admit and Recruit > Application Inquiry
• UM Processes and Reports > UM Campus Community > FERPA Inquiry
• Campus Community > Personal Information (Student) > Identification (Student) > Residency Data
• Self Service > Advisement > New/Drop-in Advisees > address / telephone
• Campus Community > Student Services Center > general info tab

Admissions Data

Check here to see if a student has applied, been admitted, and if they are international or domestic.

• UM Processes and Reports > UM Admit and Recruit > Application Inquiry
• Campus Community > Student Services Center > admissions tab

Test Scores

Check here for scores from the ACT, SAT, MAPP, WEPT, AP, IB, etc.

• UM Processes and Reports > UM Admit and Recruit > Application Inquiry
• Campus Community > Student Services Center > admissions tab
• Records and Enrollment > Transfer Credit Evaluation > Test Results
• Records and Enrollment > Transfer Credit Evaluation > Academic Test Summary

Transfer Credit/Test Credit

These pages have information about what other schools students attended, the classes they took at those schools, and the UMKC equivalencies.

• Records and Enrollment > Transfer Credit Evaluation > Transfer Evaluation Report
  • Prints a complete summary of all prior schools attended, the external class and the internal equivalent as well as a transfer GPA.
• Self Service > Advisement > New/Drop-in Advisees > Transfer Credit Report
• Campus Community > Student Services Center > transfer credit tab
• Records and Enrollment > Transfer Credit Evaluation > Course Credits – Manual
• Records and Enrollment > Transfer Credit Evaluation > Transfer Credit Summary
• Records and Enrollment > Transfer Credit Evaluation > Evaluate Transfer Credit
• Records and Enrollment > Transfer Credit Evaluation > Test Credits

Majors, Minors and Application for Graduation

• Records and Enrollment > Career and Program Information > Student Program/Plan
  • This is the most comprehensive page, but also the most confusing to read.
    • Program = Career + Academic Unit/Department
    • Plan = Majors and Minors
    • Sub-plan = emphasis area for a specific major

• Campus Community > Student Services Center > academics tab
  • Current major only, does not take into account changes with a future effective-date
• Records and Enrollment > Graduation > Student Degrees
  • Includes their degree award date, degree honors, and degree GPA
• Self Service > Advisement > New/Drop-in Advisees > Academic Information
  • Current major only, does not take into account changes with a future effective-date

Term Active/Eligible to Enroll/Term Limits

• Records and Enrollment > Student Term Information > Term Activate a Student
  • The second tab on this page is where you can adjust the min or max hours the student can take each term.
• Campus Community > Student Services Center > academics tab

Registration Start Time (during priority enrollment only)

• Campus Community > Student Services Center > student center tab, Enrollment Dates box on the right
• Self Service > Advisement > New/Drop-in Advisees > Enrollment Appointments

Class Search (Schedule of Classes)

• Public Version: Self Service > Class Search/Browse Catalog
• Staff Version: Curriculum Management > Schedule of Classes > Class Search

Service Indicators (advising holds and other holds or indicators)

View Holds

• Campus Community > Student Services Center > student center tab, Holds box on the right
• Campus Community > Student Services Center > general info tab
• Anywhere you see the red ; icon you can click on it to see the holds

Add/Remove Holds

• Campus Community > Service Indicators > Service Indicator Data
  • Advising hold Service Indicator code = R04
  • Advising Service indicator reasons:
    • AR = advising required
    • NEW = new student advising hold
    • PR = probation advising hold
• Campus Community > Service Indicators > Service Indicator Audit
  • To view a history of when holds were added and removed and by whom.

Classes and Grades by Term/Student Class Schedule/Future Term Enrollment

• Campus Community > Student Services Center > academics tab
• Records and Enrollment > Student Term Information > Student Grades
• Self Service > Advisement > New/Drop-in Advisees > Class Schedule

Term GPA/Cumulative GPA

• Records and Enrollment > Student Term Information > Term History
• Campus Community > Student Services Center > Academics tab

Academic Standing

Academic standing is always assigned at the END of the term. So to see a student’s current academic standing, you have to look at the last term they were enrolled.

• Campus Community > Student Services Center > Academics tab
• Records and Enrollment > Student Term Information > Term History > Academic Standing Tab 
• Self Service > Advisement > New/Drop-in Advisees > Academic Standing

Student Permission

Only one person in each department has access to assign permission to specific students for specific classes for a specific term.

• Records and Enrollment > Term Processing > Class Permissions > Class Permission Numbers

Class Rosters

View who is enrolled in a section of a class for a term

• Curriculum Management > Class Rosters > Class Rosters

Assign Advisors

You can assign a specific advisor (or multiple advisors) to each individual student, then the student can see who their advisor is in their Pathway Student Center.

• Records and Enrollment > Student Background Information > Student Advisor
• Self Service > Advisement > View My Advisees

Print Academic Advising Profile (advising transcript)

These will only print to “infoprint printers,” which are specially networked, secure printers. For information on setting up an infoprint printer in your office, contact your local IS support person and the UM-System Help Desk at 573-882-5000.

• UM Processes and Reports > UM Student Records > Academic Advising Profile

Default search values and printer

• Set Up SACR > User Defaults 1
  • input KCITY in the first 3 boxes
• Set Up SACR > User Defaults 4
  • check “Carry ID” box and input infoprinter name

• Adding Advising Holds (PDF)
• Removing Advising Holds (PDF)
• Pathway Schedule Planner (PDF)
• Advisor/Admin Class Roster (PDF)
  See who's registered, who's dropped, and e-mail those enrolled
• Assigning Advisors to Students (PDF)
  Students can view their assigned advisor in Pathway Self Service, it prints on their degree audit report, and links the advisor and student in Connect
• Accessibility Mode (PDF)
• Changing Student's Max Hours (PDF)
  Students must petition to enroll in more than 17 hours in the Fall and Spring semesters
• Class Search/Schedule of Classes (PDF)
• Clearing your Cache (PDF)
• Print a Transfer Credit Report (PDF) 
  View the external classes a student has taken and their UMKC equivalent
• Print an Academic Advising Profile (PDF)
• Reviewing Advisee Information (PDF)
  Current Major, Academic Standing, Photo, Class Schedule, etc.
• Student Permission (PDF)
  One person in each department has the capability of assigning student permission to enroll in consent required classes.
• Update student groups (PDF)
• PeopleSoft/Pathway Terminology (PDF)
• "I Can't Register on Pathway!" Common Problems and the Solutions (PDF)
• Viewing who is on the wait list for a class (PDF)

Pathway Advisor training sessions are offered for student services coordinators, academic advisors and administrative assistants who refer to this information on a daily basis; not recommended for faculty who have minimal advising responsibilities. Contact Amy Cole to request a training session.

You must have access to Pathway before you attend a training session.