Creating Enrollment Appointments


Concept


Steps:

  1. Begin by navigating to the Appointment Table page.

     

    Click the Records and Enrollment link.

    Step 1
  2. Click the Term Processing link.

    Step 2
  3. Click the Appointments link.

    Step 3
  4. Click the Appointment Table link.

    Step 4
  5. Enter the desired information into the Academic Institution field. Enter

     a valid value
     e.g.
     "GLAKE"
    .

    Step 5
  6. Click in the Academic Career field.

    Step 6
  7. Enter the desired information into the Academic Career field. Enter

     a valid value
     e.g.
     "GRAD"
    .

    Step 7
  8. Click in the Term field.

    Step 8
  9. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0570"
    .

    Step 9
  10. Click the Search button.

    Step 10
  11. Use the Appointment Table page to set an appointment control session, if applicable, and indicate if you want to display enrollment and validation appointments in self-service.

    Step 11
  12. Click the Enrollment Appointments tab.

    Step 12
  13. Use the Enrollment Appointments page to define enrollment appointments, by appointment block, for the session. For each enrollment appointment, define the valid date and time ranges, length of appointments, and the number of students allowed per appointment. Regardless of whether you decide to assign appointments manually or through the Assign Students Appointment process, you must create the parameters of each appointment ID on this page.

    Step 13
  14. Enter a name or code for this Appointment Block. An appointment block is a group of appointments. You can define one or several appointment blocks for a session. For example, you can define one appointment block for all student appointments in a session, or you can define one appointment block that contains appointments in 15 minute increments, while another might have appointments in hourly increments. Then, you can create one appointment block that has varying lengths of time. You can also set up multiple appointment blocks to allow the same block of students to have more than one appointment.

     

    When you run the Assign Students Appointment process (SRAPPT.sqr), you will merge a student appointment block with this appointment block. Also, when you assign individual students to appointments on the Student Enrollment Appointment page, you can select appointments by appointment block.

     

    Enter the desired information into the Appointment Block field. Enter

     a valid value
     e.g.
     "GRAD1"
    .

    Step 14
  15. Click in the Description field.

    Step 15
  16. Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "Graduate first year"
    .

    Step 16
  17. Click the Expand section button.

    Step 17
  18. Indicate to the system where you want to start the appointment numbers in this appointment block. You can enter any numerical value. This enables you to segment appointment numbers if you want to leave gaps that can be filled later. If no value is entered, the system will start the appointment numbers with the next available number.

     

    Click in the Start with Appointment Nbr field.

    Step 18
  19. Enter the desired information into the Start with Appointment Nbr field. Enter

     a valid value
     e.g.
     "1000"
    .

    Step 19
  20. Enter a range of dates in which your appointments can start. For example, if you enter 08/01/2007 in the Appointment Start Date field and 09/01/2007 in the Appointment End Date, the first appointment in the block will start on 08/01/2007, and the last appointment in the block will start on 09/01/2007. Appointments might end on a later date than 09/01/2007, but they will not start later than that date.

     

    The appointment start and end dates will be edited against the first date and last date to enroll for the session. If the date being added is not within the range, an error message will appear.

     

    Click in the Appointment Start Date field.

    Step 20
  21. Enter the desired information into the Appointment Start Date field. Enter

     a valid value
     e.g.
     "08/05/2007"
    .

    Step 21
  22. Click in the Appointment End Date field.

    Step 22
  23. Enter the desired information into the Appointment End Date field. Enter

     a valid value
     e.g.
     "08/15/2007"
    .

    Step 23
  24. Click in the Appointment Start time field.

    Step 24
  25. Enter the desired information into the Appointment Start time field. Enter

     a valid value
     e.g.
     "8:00AM"
    .

    Step 25
  26. Click in the Appointment End Time field.

    Step 26
  27. Enter the desired information into the Appointment End Time field. Enter

     a valid value
     e.g.
     "6:00PM"
    .

    Step 27
  28. Click in the Length field.

    Step 28
  29. Enter the desired information into the Length field. Enter

     a valid value
     e.g.
     "30"
    .

    Step 29
  30. Click in the Number of Students per Appt field.

    Step 30
  31. Enter the desired information into the Number of Students per Appt field. Enter

     a valid value
     e.g.
     "1"
    .

    Step 31
  32. Click the Create Appointments button.

    Step 32
  33. Click the vertical scrollbar.

    Step 33
  34. Click the Save button.

    Step 34

You have successfully created a block of enrollment appointments.

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