Business Process Document Student Records: Defining Class Enrollment Blocks

Transcription

1 Department Responsibility/Role File Name Version Document Generation Date 12/5/2007 Date Modified 12/5/2007 Last Changed by Status SA Student Records Defining Class Enrollment Blocks- _BUSPROC.doc Defining Class Enrollment Blocks- Concept You can predefine class blocks by grouping classes on the Block Enrollment Classes page. When you process a block enrollment request, you can merge blocks of classes with blocks of students and submit a single enrollment transaction. Because you store predefined blocks in your database when you save them, you can reuse the blocks for any later block enrollment request. In this topic, you will define a class block to use in block enrollments. Last changed on: 12/5/2007 2:31 PM Page 1

2 Procedure To view the online business process and quick guide documents for this topic, click the links below. Please refer to: _BP.pdf Please refer to: _QG.pdf 1. Navigate: Records and Enrollment > Enroll Students > Block Enrollment > Create Class Block. Page 2 Last changed on: 12/5/2007 2:31 PM

3 Step Action 2. Click the Add a New Value tab. Step Action 3. Enter the Institution. Enter a name for this Class Block. Last changed on: 12/5/2007 2:31 PM Page 3

4 4. Click the Add button. Page 4 Last changed on: 12/5/2007 2:31 PM

5 Step Action 5. Use the Block Enrollment Classes page to define groups of classes for block enrollment purposes. You can then merge blocks of classes with blocks of students by using the Block Enrollment component. Each class in the block has its own row. Last changed on: 12/5/2007 2:31 PM Page 5

6 6. Enter a description into the Description field. Page 6 Last changed on: 12/5/2007 2:31 PM

7 Step Action 7. Enter the Term for the first class in the block. Last changed on: 12/5/2007 2:31 PM Page 7

8 8. You can specify other enrollment actions besides Enroll. To see the list of actions, click the Action list. For details on how to use the other enrollment actions, refer to the documentation on the Enrollment Request or Quick Enroll components. Page 8 Last changed on: 12/5/2007 2:31 PM

9 Step Action 9. Click the Enroll list item. Last changed on: 12/5/2007 2:31 PM Page 9

10 10. Enter the class number for the first class in the block in the Class Nbr field. After entering the class number, press the Tab key to populate the other fields in this part of the page. Page 10 Last changed on: 12/5/2007 2:31 PM

11 11. If this course has associated class sections that are not auto-enroll, you want to ensure that the students are enrolled in those as well. For example, a course might have recitation sections and/or labs. To see a list of these related class sections, click the Look up Related 1 button. Last changed on: 12/5/2007 2:31 PM Page 11

12 12. This class (number 1860 in our example) has related labs. Select one. The students will be enrolled in the selected lab as well as in the class entered in the Class Nbr field. 13. If the class has a second component such as a recitation, use the Related 2 field to select it. Page 12 Last changed on: 12/5/2007 2:31 PM

13 14. If the Action you have chosen for this class has Action Reasons defined, you select the Reason here. Last changed on: 12/5/2007 2:31 PM Page 13

14 15. The Drop If Enroll field is used for a class section from which a student will be dropped if enrollment in the currently requested class is successful. The student is not dropped if he/she is put on a wait list. When you later run the Wait List process and the student is successfully enrolled in the requested class, the Wait List process will drop the student from the class specified in this field. Page 14 Last changed on: 12/5/2007 2:31 PM

15 Step Action 16. The Grade In field can be used to enter the final grade for the class, or you can use the Grade Roster, in which case the final grade will be displayed here. The Transcript Note ID field is used to attach a predefined Transcript Note to this class. The Repeat Code field is used to select a repeat code for the enrollment transaction, if applicable. Last changed on: 12/5/2007 2:31 PM Page 15

16 17. The Overrides section of the page lets you override the edit checks that are performed by the Enrollment Engine. Which overrides are available depends on your security settings. Use the Ovrd Requirement Designation checkbox to open up the Requirement Designation field for editing. If there is a requirement designation specified for this enrollment transaction AND that requirement designation is at the student's option, you use the Requirement Designation Option list to select whether or not the student elects to take the requirement designation. Page 16 Last changed on: 12/5/2007 2:31 PM

17 Step Action 18. To add another class, click the Add a new row button. Last changed on: 12/5/2007 2:31 PM Page 17

18 19. Add as many class rows as you wish to the class block. Page 18 Last changed on: 12/5/2007 2:31 PM

19 Step Action 20. Click the Class Block Defaults link. Last changed on: 12/5/2007 2:31 PM Page 19

20 21. Use the Class Block Defaults link to set default values for overrides of enrollment edit checks. The overrides that you set on this page are used for each new class row you add to the block. 22. Click the OK button. Page 20 Last changed on: 12/5/2007 2:31 PM

21 Step Action 23. Click Save. 24. If you have already defined your student enrollment blocks, you can access the Block Enroll Merge page via the Add Merge Process link. 25. End of Procedure. Last changed on: 12/5/2007 2:31 PM Page 21