Workflow Exception Routing for edocs

Similar documents
Approver eachievement

HRConnect Manager Self-Service Work Instruction

Faculty Textbook Adoption Instructions

Purchase Order Approvals Workflow Guide

Access the site directly by navigating to in your web browser.

Procurement Contract Portal. User Guide

Class Roster. Curriculum Class Roster Step-By-Step Procedure

Administration. User Guide

Configuring Database & SQL Query Monitoring With Sentry-go Quick & Plus! monitors

Apply IU Admin Center

Using the Turnpike Materials ProjectSolveSP System (Materials & ProjectSolveSP Admin)

Purchase Order Approvals Workflow Guide

University Facilities

Online Banking for Business USER GUIDE

Using the Swiftpage Connect List Manager

VISITSCOTLAND - TOURS MANAGEMENT SYSTEM Manual for Tour Operators

Copy your Course: Export and Import

INSTALLING CCRQINVOICE

Please contact technical support if you have questions about the directory that your organization uses for user management.

My Performance Management User Guide

Sircon User Guide A Guide to Using the Vertafore Sircon Self-Service Portal

Kindle Fire Guide. Requires OverDrive Account/Adobe ID authorization.

Student Handbook for E*Value

Secure File Transfer Protocol (SFTP) Interface for Data Intake User Guide

TRAINING GUIDE. Overview of Lucity Spatial

ClubRunner. Volunteers Module Guide

How to Approve/Reject/Hold a Requisition

Frequently Asked Questions

Adverse Action Letters

Using the Swiftpage Connect List Manager

COURSE DIRECTIVES FOR FACULTY

Student Guide. Where can I print? Charges for Printing & Copying. Top up your Print Credits Online, whenever you like

Employee Self Service (ESS) FAQs

New Tenancy Contact - User manual

Independent Arbitration for Customers. Application Form

TRAINING GUIDE. Lucity Mobile

Graduate Application Review Process Documentation

Type: System Enhancements ID Number: SE 93. Subject: Changes to Employee Address Screens. Date: June 29, 2012

Employee Self Service (ESS) Quick Reference Guide ESS User

Cortex Quick Reference Supplier Guide Service Receipt Rejections for Husky Suppliers

USING THE ACCOUNT MANAGER. Getting started. Logging in and out. Welcome screen

RISKMAN REFERENCE GUIDE TO USER MANAGEMENT (Non-Network Logins)

1 Version Spaces. CS 478 Homework 1 SOLUTION

If you have any questions that are not covered in this manual, we encourage you to contact us at or send an to

SmartLink for Albridge Web Services

Users, groups, collections and submissions in DSpace. Contents

Relius Documents ASP Checklist Entry

First Aid and Choking, Fire Safety, Medication Administration, and Standard Precautions Roster Submission:

Network Rail ARMS - Asbestos Risk Management System. Training Guide for use of the Import Survey Template

UBC BLOGS NSYNC PLUGIN

ClassFlow Administrator User Guide

Employee Self Service (ESS) Quick Reference Guide ESS User

Student Quick Reference Guide

OATS Registration and User Entitlement Guide

Getting Started with DocuSign

Qualtrics Instructions

Proper Document Usage and Document Distribution. TIP! How to Use the Guide. Managing the News Page

Release Notes. Version

Because of security on the site, you cannot create a bookmark through the usual means. In order to create a bookmark that will work consistently:

State Assessment Program Indiana Released Items Repository Quick Guide

user guide What is Sentinel? Statutes Log in at Regulatory Radar Notes and Reminders 10. Regulatory universe

Exosoft Backup Manager

User Guide. Document Version: 1.0. Solution Version:

Rainbow in Skype for Business

In Outlook, how do I allow other users to view my Calendar or other folders in my Exchange mailbox?

Customer Self-Service Center Migration Guide

REFWORKS: STEP-BY-STEP HURST LIBRARY NORTHWEST UNIVERSITY

CSR Supervisor Manual Donation Manager. 1/1/2016 SAVERS Ginine Mizerski

Instruction Guide. General Information Services (GIS) equest+ Ordering and Viewing Process. Client Name Here. Account Manager s Info:

UnivRS Information Guide: CV Activities and Contributions

TRACK CHAIRS CREATING INVITED SESSIONS AND INVITING SESSION ORGANIZER(S)

Firmware Upgrade Wizard v A Technical Guide

ROCK-POND REPORTING 2.1

APPLY PAGE: LOGON PAGE:

UiPath Automation. Walkthrough. Walkthrough Calculate Client Security Hash

Requesting Service and Supplies

Dear Student, Here is a sample of how the immunization process will work for Fall 2018:

ONLINE GRANT APPLICATION INSTRUCTIONS

IFSP PDF Upload/Download Guidance

STUDENTS/STAFF MANAGEMENT -SUMMATIVE

UiPath Automation. Walkthrough. Walkthrough Calculate Client Security Hash

Gmail and Google Drive for Rutherford County Master Gardeners

SUB-USER ADMINISTRATION HELP GUIDE

NiceLabel LMS. Installation Guide for Single Server Deployment. Rev-1702 NiceLabel

Independent Adjudication for Customers. Royal Institution of Chartered Surveyors (RICS) Application Form

Wave IP 4.5. CRMLink Desktop User Guide

Once the Address Verification process is activated, the process can be accessed by employees in one of two ways:

* The mode WheelWork starts in can be changed using command line options.

User Manual. Revised June 18, 2007

3. If co-mingled materials are sorted at a MRF

Exchange Archive Monitoring

Empower Supervisor Quick Guide for Non-Exempt Full-Time Employees

WorldShip PRE-INSTALLATION INSTRUCTIONS: INSTALLATION INSTRUCTIONS: Window (if available) Install on a Single or Workgroup Workstation

Municode Website Instructions

Outlook Web Application (OWA) Basic Training

MANAGING FORWARDING ACCOUNTS

InformationNOW Standardized Tests

STIDistrict AL Rollover Procedures

1on1 Sales Manager Tool. User Guide

Release Notes. Version

Transcription:

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 Email ntificatin=immediate yu will receive an email 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 emails fr every item that ges int yur actin list, yu can click n Actin List, then Preferences, then g t Email 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 email 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-1. 2016 Indiana University Page: 1 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.

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. 2016 Indiana University Page: 2 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.

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. 2016 Indiana University Page: 3 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.

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.

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. 2016 Indiana University Page: 5 N prtin f this dcument may be reprduced r distributed externally withut the express written permissin f Indiana University.