Posting Transfer Credit in Batch


Concept


Steps:

  1. Begin by navigating to the Transfer Credit Batch page.

     

    Click the Records and Enrollment link.

    Step 1
  2. Click the Transfer Credit Evaluation link.

    Step 2
  3. Click the Batch Posting link.

    Step 3
  4. You can run this 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 process may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 4
  5. 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.
     "BP1"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Transfer Credit Batch page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 7
  8. Click in the Description field.

    Step 8
  9. This batch of transfer credit comes from Santa Monica Community College.

     

    Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "Summer credit from SMCC"
    .

    Step 9
  10. The Apply Agreement check box enables the Transfer Credit process to use the agreement equivalency rule selected for the specified academic program, academic plan, and source combination on the Rules Specification page.

     

    Clear this check box to ignore the specified agreement equivalency rule. By default, the system selects this check box.

    Step 10
  11. Select the Overlay Unposted Models check box if you are rerunning the batch process and you want to overlay any unposted models. By default, the system selects this check box.

    Step 11
  12. Click in the External Org ID field.

    Step 12
  13. Enter the desired information into the External Org ID field. Enter

     a valid value
     e.g.
     "000010147"
    .

    Step 13
  14. Click in the ID field.

    Step 14
  15. Enter the first of three students for this batch.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SR11004"
    .

    Step 15
  16. Click in the Academic Career field.

    Step 16
  17. Enter the desired information into the Academic Career field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 17
  18. Click in the Academic Institution field.

    Step 18
  19. Enter the desired information into the Academic Institution field. Enter

     a valid value
     e.g.
     "PSUNV"
    .

    Step 19
  20. Click in the Academic Program field.

    Step 20
  21. Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 21
  22. Click in the Articulation Term field.

    Step 22
  23. Enter the desired information into the Articulation Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 23
  24. Click the Add Row button.

    Step 24
  25. You can add more than one row at once.

     

    Enter the desired information into the field. Enter

     a valid value
     e.g.
     "2"
    .

    Step 25
  26. Click the OK button.

    Step 26
  27. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SR11006"
    .

    Step 27
  28. Enter the desired information into the Academic Career field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 28
  29. Enter the desired information into the Academic Institution field. Enter

     a valid value
     e.g.
     "PSUNV"
    .

    Step 29
  30. Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 30
  31. Enter the desired information into the Articulation Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 31
  32. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "SR11011"
    .

    Step 32
  33. Enter the desired information into the Academic Career field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 33
  34. Enter the desired information into the Academic Institution field. Enter

     a valid value
     e.g.
     "PSUNV"
    .

    Step 34
  35. Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 35
  36. Enter the desired information into the Articulation Term field. Enter

     a valid value
     e.g.
     "0610"
    .

    Step 36
  37. At this point, you would continue to run the Transfer Credit Batch 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 37
  38. When the process completes successfully, view the results.

     

    Click the Process Results tab.

    Step 38
  39. Use the Process Results page to view information related to the process that you ran on the Transfer Credit Batch page.

    Step 39
  40. You can move through the three rows created for the three student records you included in the batch process.

     

    Click the Next Row button.

    Step 40
  41. Click the Next Row button.

    Step 41
  42. If you rerun the process, click the Refresh button to view the messages and descriptions from the most recent run.

     

    The system populates this page with the most recent message log information.

    Step 42
  43. Click the Save button.

    Step 43

You have successfully posted transfer credit for a batch of students.

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