Processing Batch Transcripts


Concept


Steps:

  1. Begin by navigating to the Process Transcripts page.

     

    Click the Records and Enrollment link.

    Step 1
  2. Click the Transcripts link.

    Step 2
  3. Click the Batch Transcripts link.

    Step 3
  4. Click the Process Transcripts link.

    Step 4
  5. 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 5
  6. 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.
     "BATCH001"
    .

    Step 6
  7. Click the Add button.

    Step 7
  8. Use the Process Transcripts 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 8
  9. Click the Transcript Type list.

    Step 9
  10. Click the Official Transcripts - All list item.

    Step 10
  11. The remaining fields on this page change based on the Process Action that you select.

     

    Your options are to Create Transcript Request, Generate Transcript, Generate and Print Transcript, Print Transcript, or Request, Generate and Print.

    Step 11
  12. The Population Selection group box appears when you select the Create Transcript Request or Request, Generate and Print process action.

     

    Population selection is a method for selecting the IDs to process for a specific transaction. Refer to your PeopleBooks to learn more about the Population Selection process.

    Step 12
  13. Selection tools are available based on the selection tools that your institution selected in the setup of the Population Selection process for the application process and on your user security.

     

    Click the Selection Tool list.

    Step 13
  14. Click the PS Query list item.

    Step 14
  15. Click in the Query Name field.

    Step 15
  16. Select an existing query in the system. The application delivers six predefined queries.

     

    Enter the desired information into the Query Name field. Enter

     a valid value
     e.g.
     "SSR_TS_ADVISOR"
    .

    Step 16
  17. After you enter a value in the Query Name field, additional links appear in the Population Selection group box.

     

    Press [Tab].

    Step 17
  18. Click the Edit Prompts link.

    Step 18
  19. Since you selected a query to process transcripts by advisor, you must enter an advisor ID.

     

    Click in the Academic Advisor field.

    Step 19
  20. Enter the desired information into the Academic Advisor field. Enter

     a valid value
     e.g.
     "SR12101"
    .

    Step 20
  21. Click the OK button.

    Step 21
  22. You have the option to preview the results that will be returned by the tool.

     

    Click the Preview Selection Results link.

    Step 22
  23. After you have previewed the results to ensure that you entered the proper selection criteria, you can run the process or change the previously entered criteria.

     

    Click the Return button.

    Step 23
  24. At this point, you would continue to run the Process Transcripts 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 24
  25. When the process completes successfully, you can select the View Log and Trace link and select the .PDF file.

    Step 25

You have successfully completed the Process Transcripts process.

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