Workflow Exception Routing for edocs

Transcription

1 Wrkflw Exceptin Ruting fr edcs Dcuments that have been apprved by all necessary ndes in wrkflw and are sent t the enrllment engine, but fail fr sme reasn are sent t exceptin ruting. There is ne wrkgrup fr all IU campuses and all dcuments will appear in all users actin lists. NOTE: If yu have yur Actin List preferences set t ntificatin=immediate yu will receive an every time an item appears in yur actin list. This includes dcuments that are in exceptin ruting and may nt apply t yur campus. Only the campus respnsible fr the dcument needs t take actin. The item(s) will be remved frm the ther users actin lists when they are reslved by the apprpriate campus. If yu dn t want t receive s fr every item that ges int yur actin list, yu can click n Actin List, then Preferences, then g t Ntificatin and change that setting t Nne, Daily, r Weekly. This is nt recmmended because it wuld require yu t remember t check yur Actin List regularly since yu wn t be receiving reminders as ften. A user can tell if a dcument in his/her inbx is in exceptin ruting because the Rute Status = EXCEPTION and the Wrkgrup Request = BL-UITS-SIS-SR-E-APPROVER Indiana University Page: 1 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.

2 Wrkflw Exceptin Ruting fr edcs When yu see a dcument with the Rute Status = EXCEPTION, yu can click in the Lg clumn and check the Anntatin field t see why the dcument failed in the enrllment engine. Sme reasns a dcument might g t exceptin ruting are listed belw. edrp Student attempts t drp belw minimum credit hur threshld. Minimum hurs are maintained n the Term Activatin page in SIS. Reslutin: Either adjust the student s minimum hurs n the enrllment limits page in SIS and then apprve the dcument, sending it back t the enrllment engine fr prcessing, r add a nte that the student attempted t g belw minimum hurs and cancel the dcument. Student tries t drp the class via paper frm AND an edrp request. The errr in wrkflw wuld say: Cannt Drp, Grade Present r Class already drpped. Reslutin: Add a nte that the class was drpped in persn and then cancel the dcument. edrp WF A drp after the autmatic W deadline where a grade f W r F must be assigned by the instructr. N grade assigned. Reslutin: A grade must be assigned (nt in superuser mde) and apprved. This will send the dcument back t SIS fr prcessing. Final apprver presses apprve multiple times. Reslutin: Verify that the dcument was prcessed successfully in SIS. Open the dcument and click superuser functins buttn. Scrll t the bttm and uncheck Perfrm Pst Prcessr Lgic. Then click cmplete. This will put the dcument in FINAL status and NOT send it t SIS again. Apprver verrides the actin date and a grade f F is assigned. Reslutin: Verify if the grade f F can be assigned based n the revised actin date. If s, prcess the dcument in SIS manually. Add a nte t the edc stating what was dne. Open the dcument and click superuser functins buttn. Scrll t the bttm and uncheck Perfrm Pst Prcessr Lgic. Then click cmplete. This will put the dcument in FINAL status and NOT send it t SIS again Indiana University Page: 2 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.

3 Wrkflw Exceptin Ruting fr edcs eadd Student attempts t add a class that wuld take him ver his maximum hurs limit fr the term r sessin. Reslutin: Either adjust the student s maximum hurs n the enrllment limit page in SIS and then apprve the dcument, sending it back t the enrllment engine fr prcessing, r verride the student s maximum hurs and apprve the dcument. Student attempts t add a class that has anther required prtin that was nt added (this is knwn as a class link in SIS). Reslutin: As a super user r member f the Registrar wrkgrup, yu can click the class links verride buttn and apprve the request. The campus has the CONFIG setting OVERRIDE_REQUISITES=N and the student tries t add a class fr which he/she has nt cmpleted the requisites. Reslutin: Cntact the apprpriate department n campus t find ut if the student shuld have an verride fr this add. If s, add a class permissin in SIS and apprve the edc, sending it back t the enrllment engine fr prcessing. If the student shuld nt be allwed t take this class, add a nte f explanatin and cancel the dcument. edrp/eadd Pair Since edrp/eadd pairs are tied tgether, they must bth be apprved in rder t be prcessed successfully. Smetimes a prblem ccurs when ne dcument is apprved and the ther is nt. Belw is a scenari that culd ccur. 1. Student initiates an edrp and eadd pair. 2. The eadd is apprved first and in FINAL status waiting fr the edrp t be apprved. 3. The edrp is apprved, s the enrllment engine kicks ff. 4. The enrllment engine fails n the eadd because the class was clsed, wrng career, requisites nt met, etc. 5. Because the status has gne t FINAL, the eadd dcument status cannt be changed. Hwever, since the edrp dcument has nt gne t FINAL status yet, it can be tagged as EXCEPTION by the wrkflw system. 6. Cnsequently, the edrp is the dcument sent t EXCEPTION status, but the eadd was really where the prblem ccurred. The superuser must lk carefully at the dcument pair t determine that the prblem was with the add, althugh the errr message is n the drp Indiana University Page: 3 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.

4 Wrkflw Exceptin Ruting fr edcs Click n the Dcument Id t see yur actin ptins. Here are the ptins: Apprve = Apprves the dcument fr all ndes, acts the same as blanket apprve. Disapprve = Disapprves the dcument as if yu were in the rute path at this nde. Cmplete = This buttn shuld nt be used. Instead, yu shuld reslve the issue in SIS and cancel the dcument r if it cannt be reslved, cancel the dcument and leave a nte fr the student. Cancel dcument = Cancels the dcument as if yu were in the rute path at this nde. Nte: Dcuments shuld nly be canceled if they were created in errr r prcessed in SIS separate frm the edc. See belw fr infrmatin n the cmplete actin when a dcument was prcessed in SIS. Hld = Puts yur username in the dcument title in brackets t alert ther users that yu are lking int this dcument and will take actin later. Add nte = Allws yu t add a nte t the dcument fr the student and ther apprvers t see. Blanket apprve = Overrides ALL levels f apprval fr this dcument. Superuser functins = If yu click superuser functins, yu will see the dcument again. Scrll dwn t see the fllwing actins: Apprve dcument = Apprves the dcument fr all ndes, acts the same as blanket apprve Dcument rute level apprve = Apprves the dcument up t the selected rute nde. The rute nde yu selected will still have t apprve the dcument befre it is finalized. Disapprve dcument = Disapprves the dcument as if yu were in the rute path at this nde Cancel dcument = Cancels the dcument as if yu were in the rute path at this nde Return t previus rute level = Returns the dcument t the selected rute nde 2016 Indiana University Page: 4 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.

5 Wrkflw Exceptin Ruting fr edcs The best way t apprve ONLY the current nde is t scrll t the bttm f the page and click Apprve. Hw t Cmplete a dcument as a superuser In the cases belw, a dcument is in Exceptin status but was prcessed in SIS. Dcuments in this situatin shuld be set t Final and NOT cancelled: Dcument prcessed successfully in SIS but went t exceptin status after prcessing Dcument was prcessed manually in SIS because f this dcument T change the dcument status frm Exceptin t Final : 1. Open the dcument frm the actin list. 2. Click. 3. Scrll t the bttm f the page. Uncheck Perfrm Pst Prcessr Lgic. This buttn determines if the dcument is sent t SIS r nt. Unchecking it ensures that it will nt be sent t SIS fr prcessing. 4. Click. 5. The dcument status will change t Enrute, then change t Final Indiana University Page: 5 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.