Pre Enrollment Checklist Guide

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An overview of the seven tasks of the Pre Enrollment Checklist students must complete prior to priority enrollment for each semester. There will be a hold placed on the students record until the pre-enrollment checklist is completed.



Overview: 

Below is an overview of the seven tasks of the PEC you must complete prior to priority enrollment for each semester. Please note that a hold will be placed on your record until you have completed the PEC, but it will be automatically removed once you’ve finished the Checklist. These tasks should take about five minutes to complete, total.

Task 1: Pre Enrollment Welcome

Task 2: Emergency Contacts

Task 3: Addresses

Task 4: Pre Enrollment FERPA

Task 5: SSN Confirmation

Task 6: Agreement 1 (terms and conditions)

Task 7: Complete


Step-by-Step: 

Below are step-by-step instructions walking you through the PEC process.

From MyUW, enter into your Student Center.

Student Center tile

Once in your Student Center, the Tasks tile will indicate a To Do. Click on the tile.


Task tile
Note: In case an error message pops up stating "You are not authorized to access this component", clear your browser cache and cookies and try again. See Clearing Browser Cache and Cookies  for instructions. 

Under the To Do List you will see the Pre Enrollment Checklist task. Click on this task to begin the checklist.

Note: When you first start the PEC, the status will be “assigned.” If you start the PEC and leave the task without completing the PEC, once you return the status will be “in progress.” When you return to an “in progress” to do list, you will resume where you left off.

To Do List Task



Task 1: Pre Enrollment Welcome



Once you read through the welcome, click confirm, then click next in the top right.

welcome


Task 2: Emergency Contacts 

This is the contact the university should reach out to in case of emergency. Click “Add Contact” to enter the name, relationship and phone number of your emergency contact. Once you have entered and saved the contact information, click confirm, and then next in the top right.

Emergency Contact

Note: In future terms, click on the + sign if you need to enter a new contact. Or, if you need to make changes, click on the contact. Once you have entered and saved the contact, click confirm, and then next in the top right. If there are no changes to the contact listed, click confirm then next in the top right. 

Emergency Contact save


Task 3: Addresses



A “local address” is a physical address where you currently or will live and/or frequently stay during the time you’ll be taking classes for the upcoming term. It’s a place of residence where someone would be most likely to find you. One way to think of it is where you “put your head down” at night. This should be your address locally, in or around Madison, and is not necessarily meant to be your permanent address. UW treats your local address a little differently than other addresses you may have listed – it’s more confidential, and will only be used in times of emergency.  Click the “Add Local 1 Address” to add your local address. Once you have entered and saved the information, click confirm, and then next in the top right. 


Add Address

Note: In the “state” field, be sure to type the full state of Wisconsin or click the search option to select the state.

Add Address field

Note: When entering a new address, the 'From' field must be populated with today's date or a future date (even if you have lived at this address before today).

In future terms once an address is on record, click the + sign if you need to enter a new address. Or, if you need to make changes, click on the address. Once you have entered and saved the address, click confirm, and then next in the top right. If there are no changes to the address listed, click confirm then next in the top right. 


Task 4: Pre Enrollment FERPA



Here you need to read through your FERPA rights and, if you wish, review your FERPA restriction settings. Select Yes to acknowledge your rights and confirm your FERPA restriction settings, then click save, then confirm, then next.


FERPA restrictions


Task 5: SSN Confirmation

In this step, if you have a valid Social Security Number (SSN) on record, you’ll simply need to click confirm and then next in the top right.

SSN Confirmation

If you do not have an SSN on file, or the SSN is not valid, you will either need to enter your SSN or indicate you do not wish to provide an SSN at this time.

Enter valid SSN

Note: by clicking “here” a new tab will open and will bring you to your UW Personal Profile where you can select the Social Security Number tab to enter your SSN.


Task 6: Agreement 1


Here you need to review and agree to the Terms and Conditions statement, which informs students of the financial responsibilities associated with enrollment for classes at UW-Madison and explains the potential consequences if a student fails to meet those obligations. Once you click ‘I Agree to the Above Statement’ and save at the bottom the Terms and Condition text, then next at the top right.

Note: the ‘next’ option does not appear until you select I Agree and save.


Agreement 1


Task 7: Complete

The final task is to click ‘finish” to complete the Checklist. Please note if you do not click ‘finish’, you have not fully completed the Pre Enrollment Checklist and the hold preventing your enrollment will not be lifted.


Completed PEC

Congratulations, you have completed the Pre Enrollment Checklist. Your enrollment hold will be automatically lifted so you can enroll in future terms at your appointed time using the Course Search and Enroll App.