Managing Waitlists


Concept


Steps:

  1. Begin by navigating to the Enrollment Summary page.

     

    Click the Records and Enrollment link.

    Step 1
  2. Click the Enrollment Summary link.

    Step 2
  3. Click in the Term field.

    Step 3
  4. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 4
  5. Click the Search button.

    Step 5
  6. On the Enrollment Summary page, you can view the student's enrollment status and reason for being placed on the waitlist.

    Step 6
  7. Click the Term Processing link.

    Step 7
  8. Click the Waitlist Process link.

    Step 8
  9. 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 9
  10. 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.
     "SR101"
    .

    Step 10
  11. Click the Add button.

    Step 11
  12. Use the Wait List Process 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 12
  13. If you need to manually move students from the wait list to enrollment into a class, you must drop the student from the wait listed class then add the student into the class with the appropriate overrides selected.

    Step 13
  14. Click in the Term field.

    Step 14
  15. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 15
  16. The wait list process switch instructs the process how to evaluate wait list candidates. Select Y to process all new wait list candidates eligible for wait list evaluation. Select A to process all wait list candidates eligible for wait list evaluation.

     

    For example, a class has five students on the wait list and three spaces become open in the class. When you run the wait list process, it fills the three spaces, and two students remain on the wait list. At this point the class is no longer new to the wait list process. The only way it would be evaluated again is if space opened in the class and you selected A as the Wait List Process Switch value.

     

    Click in the WaitList Process Switch field.

    Step 16
  17. Enter the desired information into the WaitList Process Switch field. Enter

     a valid value
     e.g.
     "A"
    .

    Step 17
  18. At this point, you would continue to run the Wait List 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 18
  19. Click the vertical scrollbar.

    Step 19
  20. Click the Enrollment Summaries link.

    Step 20
  21. Click the Enrollment Summary link.

    Step 21
  22. Click in the Term field.

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

     a valid value
     e.g.
     "0590"
    .

    Step 23
  24. Click the Search button.

    Step 24
  25. Verify that the student is enrolled in the class.

    Step 25
  26. To manually move a student from the waitlist, begin by navigating to the Quick Enrollment page.

     

    Click the vertical scrollbar.

    Step 26
  27. Click the Enroll Students link.

    Step 27
  28. Click the Quick Enroll a Student link.

    Step 28
  29. Click in the Term field.

    Step 29
  30. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 30
  31. Click the Add button.

    Step 31
  32. Use the Quick Enrollment page to add or update enrollment request transactions for both new and continuing students. The Quick Enroll component has the exact same functionality as the Enrollment Request component.

    Step 32
  33. Click the Action list.

    Step 33
  34. Click the Drop list item.

    Step 34
  35. Click in the Class Nbr field.

    Step 35
  36. Enter the desired information into the Class Nbr field. Enter

     a valid value
     e.g.
     "2018"
    .

    Step 36
  37. Click the Submit button.

    Step 37
  38. The system displays a status message when the process is complete.

    Step 38

You have completed the Waitlist process and manually moved a student from the waitlist.

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