SIS Project: What You Should Know (February 2025)

Key Project Milestones and Progress

Here's a quick summary of what's happened on the SIS Project this past month. You can watch the two-minute video summary or review the bullets below. If you have questions or would like more information about any of the following projects, please reach out to us at esr-student@ucsd.edu.

Triton Student System (TSS)

Implementing a new student information system (TSS) to replace our current system (ISIS) and bring together main campus and Extended Studies on to the same system

• Continued the design workshops for Process Group 4, which focuses on the following subjects:
  • Transcripts, Diplomas and Certificates
  • Graduation
  • Student Billing: Auxiliary Postings, Cohort Tuition, Course Fees
  • Student Billing: Dunning, Collections, Write-Offs, 1098-T, and Miscellaneous Topics
• Reviewed design from Process Group 3 with the TSS Project advisory committee. Process Group 3 areas include:
  • Visiting Studies
  • Program Type Progression
  • Equivalency Determination
  • Student Billing 
    • Payments
    • Refunds
    • Account Clearing
    • Financial System
• Created a draft list of applications currently in use and outlined possible future plans, pending business review.

As a reminder, each of the four process groups go through a roughly eight and a half week schedule of design activities, followed by a few weeks of review and/or approval by the project’s advisory committee, governance committee, and project and executive leaders. Process design workshops began in May 2024 and are slated to conclude in March 2025. Click here to see the process design workshop schedule.

Continuity Planning for TSS

Remediate reports, applications, and integrations to ensure business continuity during the implementation of the new TSS

• Completed external QA testing for the first round of remediated QueryLink reports and began testing the second round.
• Brought on a consultant to develop custom data views and dashboards for Institutional Data.
• Continued validating phase 2 of the Student Activity Hub (SAH) infrastructure rewrite.
  • Seeking SQL-skilled volunteers for validation—interested individuals can contact mpeng@ucsd.edu.
• Prepared for kickoff sessions with distributed IT units to support application and report remediation.

Financial Support Payments Tool (FSPT)

Improving graduate student funding processing by building a new tool (FSPT) to replace the existing Financial Support Request Tool (FSRT)

• Continued the development of ongoing work for the Stipends Module Release.
• Continued functional testing of stipend entries in FSPT with Financial Support Unit (FSU) and end users.
• Progressed with Fee Payment and Cost Distribution design sessions.

CourseLeaf

Introducing the CourseLeaf curriculum system (CIM) to UC San Diego to support and streamline the curriculum process, from planning to implementation to assessment

• Began building the integration between CourseLeaf and TSS.
• Started developing the integration between CourseLeaf and ISIS for interim use.
• Received functional course approval form from vendor.
• Finalized the functional testing strategy and structure for the upcoming phases.

Note: CourseLeaf does not handle course content, which will continue to be managed through the learning management system (LMS), Canvas.

uAchieve Transfer Articulation (UTA)

Implementing transfers and articulations, predefined and one-off, within the existing uAchieve system

• Continued working on entering rules in uAchieve Transfer Articulation.
• Loaded self-reported transfer courses from the UC Review Tool into uAchieve for testing transfer articulation functionality.
• Developed the current and future state process for uAchieve articulation of transcripts and discussed the undergraduate transferable course process.
• Completed uAchieve database for Institutional Research (IR).