Generating a Requirement or Requirement Groups Summary Report


Concept


Steps:

  1. Begin by navigating to the Advisement Group Summary page.

     

    Click the Academic Advisement link.

    Step 1
  2. Click the Academic Requirement Group link.

    Step 2
  3. You can run this report/process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the report may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 3
  4. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "ACADGRP001"
    .

    Step 4
  5. Click the Add button.

    Step 5
  6. Use the Advisement Group Summary page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the report/process is run.

    Step 6
  7. The As of Date is the system's current date.  You can override this date.

    Step 7
  8. You can either enter a Requirement Group number or you can enter values in fields that you want to use for this report.

     

    Each Requirement Group consists of detail lines pointing to conditions, courses, and requirements as well as parameters that include unit and course requirements for the  Academic Career, Academic Program, Academic Plan, and Academic Sub-Plan associated with that group.

    Step 8
  9. If you enter field values instead of a Requirement Group number, the system  analyzes the each in hierarchical order and provides the next value.

     

    For example, suppose that you enter an Academic Program, the appropriate Academic Career field value is automatically supplied by the system. If any of these fields are left blank, the report will contain all careers, programs, plans, and subplans that satisfy the search criteria.

    Step 9
  10. For this example, you will enter a Requirement Group number.

     

    Click in the Requirement Group field.

    Step 10
  11. You want the report to display psychology requirements.

     

    Enter the desired information into the Requirement Group field. Enter

     a valid value
     e.g.
     "000116"
    .

    Step 11
  12. When you enter a Requirement Group number and leave the field, the remaining fields on the page become unnecessary and the system eliminates from the page.

     

    Press [Tab].

    Step 12
  13. Click the Print Options link.

    Step 13
  14. Use the Print Options page to enter parameters to control how information will be printed in the report.

    Step 14
  15. Select a Description Option to identify the type of description to print on the report.

     

    Descriptions for each level come from the description page for that level.

    Print Course Level descriptions come from the Course List Description page. 

    Print Group Level descriptions come from the Requirement Group page.

    Print Line Level descriptions come from the Requirement Line Item page. 

    Print Requirement Level descriptions come from the Requirement page.

     

    For each level, choose the type of description to print:

    (Blank): No line description.

    All: The standard, short, and long descriptions.

    Long: The long description only.

    Standard: The standard description only.

     

    The default value for each level is Standard.

    Step 15
  16. Click the Print Course Level list.

    Step 16
  17. Click the Long list item.

    Step 17
  18. Select Detail Options for each level to identify the details to print on the report for that level. If the option is not selected, no details will print for that level.

     

    Select:

    Print Group Level to print requirement group detail.

    Print Line Level to print line detail.

    Print Requirement Level to print requirement detail.

    Step 18
  19. Click the Print Group Level option.

    Step 19
  20. Select a Course List Detail Level to identify the course list and course detail to print in the report.

     

    The values are:

    (Blank): Converts the default value of List and Courses. 

    List and Courses: Prints the course list, plus specific courses.

    List and Courses with Detail: Prints the course list, plus specific courses with detail.

    List Only: Prints only the course list.

    List Only with Detail: Prints the course list with detail.

     

    The default value is List and Courses.

    Step 20
  21. Click the Course List Detail Level list.

    Step 21
  22. Click the List and Courses with detail list item.

    Step 22
  23. Return to the Advisement Group Summary run control page.

     

    Click the Return link.

    Step 23
  24. Click the Save button.

    Step 24
  25. At this point, you would continue to run the Group Summary Report process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for examples of running a process.

    Step 25
  26. At any time on the same day that you run a report process, you can access Report Manager to view the report.

     

    Report Manager and its pages are described in the Running Reports module.

     

    Click the Report Manager link.

    Step 26
  27. Click the Administration tab.

    Step 27
  28. Click the Group Advisement Summary link.

    Step 28
  29. The Advisement Requirement Group Summary Report appears in a separate browser window. Enlarge the window.

     

    Click the Maximize/Restore button.

    Step 29
  30. View the Advisement Requirement Group Summary report, a delivered SQR, to review the detailed setup or structure of the requirement group that you specified.

    Step 30
  31. The Advisement Group Summary Report reflects the As of Date and Requirement Group number that you specified.

    Step 31
  32. The print options that you specified are listed here.

    Step 32
  33. An overview of the Requirement Group is listed.

    Step 33
  34. Scroll as needed to see the entire report.

     

    Click the vertical scrollbar.

    Step 34
  35. Each requirement in the requirement group is listed.

    Step 35
  36. Return to the Advisement Group Summary page.

     

    Click the Close button.

    Step 36
  37. If you wanted to generate a summary report for a different requirement group, you could click the Go back to Academic Requirement Group link and start over.

    Step 37

You have successfully generated and viewed an Advisement Requirement Group Summary report for a specific requirement group.

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