Pennant Records Resources & Support
SRFS Sidebar Menu
SRFS Below Traversable
Select a population below to find targeted Pennant Records resources specific to that role.
To request access to Pennant Records, or to any of the Pennant applications, complete the Pennant Access Form.
How-To Videos
Advisors can access resources on how to use Advising@Penn, the advisor interface for Pennant Records.
What's New
- How to Manage Advisors on Student Records
- Introduction to Degree Works Worksheets
- How to Perform Degree Audits in Degree Works
- How to Apply Exceptions in Degree Works
Workshop Recordings
- Managing Exceptions in Degree Works
Quick Reference Guides
How-To Videos
- How to Change User Settings in BP Logix
- How to Manage Updates to Field of Study and Advisor Changes in BP Logix
- How to find student information in Advising@Penn
- How to Lift an Advising Hold
- How to Create a New Cart or Mock Schedule for a Student in Courseleaf Path
Workshop Recordings
Information about how to use Pennant Records to perform tasks such as accessing class lists and posting grades.
Quick Reference Guides
Information and resources on how to manage permissions, administrative registrations, workflows and more.
What's New
Quick Reference Guides
- Register Students via Feeder App
- Perform Advance Registration via Optimizer
- Self-Service Banner Administrative Registration
- Spring 2022 End-of-Term Guidelines
- Legacy to Pennant Systems Transition Approach
- Dual-Entry Guide
- Loading Matriculated Students via Feeder App
- Maintaining Wharton Cohorts
- Reviewing & Approving Registration Permission Requests
How-To Videos
Faculty and staff can find materials about how students will use Path@Penn, the student interface for Pennant Records.
Quick Reference Guides
- Updating General Personal Information
- Updating Critical Information
- Increase Max CU Load
- Request Permission to Take a Class
- Perform Advance Registration
- Change Grade Modes or Take a Class Pass/Fail
- Add/Drop/Swap courses
How-To Videos
Pennant Records users can submit a ticket for assistance with an issue encountered using Pennant Records and associated tools.
Before submitting a ticket, please go through this Technical Checklist outlining actions to ensure the optimal technical experience. Also, please review the Known Issues Log to review issues we have been made aware of, impacted audiences, and anticipated resolution date.
There has been a recent change to Freshdesk relating to security. When you go to log in, select the customer option then you will be directed to our standard PennKey/password login page. Once you have logged in you will be able to submit your ticket.
If you experience any accessibility issues, please report them to Penn's Accessibility Team.
Workshop Schedule
Advising Basics
May 17 at 11:00 am
https://upennfinance.zoom.us/meeting/register/tJIvdeGgqj8vH9fDECp5rFreS_jEFc1uIKsG
Description: This workshop will be a Q & A for advisors to ask questions they have about the new system. There will not be any prepared content, however the facilitators may share their screen to demo parts of the advising tools. This session will not be recorded.
Office Hours
Office hours have been suspended.
