Running Batch Term Activation


Concept


Steps:

  1. Begin by navigating to the Selection 1 page.

     

    Click the Records and Enrollment link.

    Step 1
  2. Click the Term Processing link.

    Step 2
  3. Click the Term Activation Batch Process 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.

    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.
     "SR1"
    .

    Step 5
  6. Click the Search button.

    Step 6
  7. Use the Selection 1 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 Actvtn Term field.

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

     a valid value
     e.g.
     "0590"
    .

    Step 9
  10. Use the Commit Freq (commit frequency) field to select how many table rows of information (students) you want to process before committing changes to the database. The default is 1000. Consult your institution’s database administrator for the appropriate setting for your institution. If you set the commit value to higher than the number of rows the program processes, then the program will only commit data once at the end of the run.

    Step 10
  11. Use the Run Mode field to select the mode in which you want the Term Activation process to run.

     

    If you select Insert, the Term Activation process considers for term activation only the students not yet activated in the activation term. If eligible, the process adds a new row of term data to the student’s career term record.

     

    If you select Update, the Term Activation process considers for record modification only the students who already have been activated in the activation term. If eligible, the process updates the student’s existing career term data.

    Step 11
  12. Use the Selection Criteria field to indicate the type of selection criteria that you want the Term Activation process to use for the run.

     

    Select Panel to use the fields available in the component to specify the criteria that determines the students who are eligible for term activation.

     

    Select Custom to activate a custom population of students, or large batches of students, for one term or across multiple terms. For example, use this option when you need criteria beyond what the component provides, or when you want to perform a student records conversion.

    Step 12
  13. Use the Student Type field to indicate the type of student to activate:

     

    Select New to activate only students newly admitted to your academic institution.

    Select Continuing to activate only continuing students.

    Select Both to activate both new and continuing students simultaneously in a single run.

    Step 13
  14. You can select an academic plan to narrow the population of the students to term-activate. You can specify an academic plan independently of an academic program.

     

    For example, if you specify both an academic program and plan, then only students active in both the academic program and plan are eligible for term activation. However, if you specify an academic plan alone, then only students active in that academic plan regardless of their academic program are eligible for term activation.

    Step 14
  15. You can define a student group to narrow the population of students to term-activate. The process only activates students within that student group who also meet the other selection criteria of the component.

    Step 15
  16. Global exclusion rules control which students can be activated in a term through the application process. For example, your  institution might have different term activation policies for summer terms as opposed to regular terms. In such a case, you  would use one global exclusion rule for the summer term and another for the regular term.

    Step 16
  17. Click the Selection 2 tab.

    Step 17
  18. Use the Selection 2 page to enter any program actions, academic standings, and service indicators  that the Term Activation process should consider as eligible for term activation for the process run.

    Step 18
  19. Click in the Program Action field.

    Step 19
  20. Enter the desired information into the Program Action field. Enter

     a valid value
     e.g.
     "ACTV"
    .

    Step 20
  21. Click the Selection 3 tab.

    Step 21
  22. Use the Selection 3 page to enter required enrollment terms or enrollment lapse rules for a single run of the Term Activation process.

    Step 22
  23. Click the Process Control tab.

    Step 23
  24. Use the Process Control page to indicate how the Term Activation process initializes or sets various values in your PeopleSoft Student Administration system.

    Step 24
  25. Use the check boxes in the Process Log Control group box to select how you want the Term Activation process to log statistics by selecting the type and level of detail information that you need.

     

    The selected system defaults are Activated Students, Excluded Students, and Run Criteria. The system assigns a unique process number to the log file that you generate so that you can retain and track online versions of the log files. The log includes processing totals on students activated, students updated, and students ineligible.

     

    If you only want a count of the students included or excluded from term activation, clear all check boxes.

    Step 25
  26. Click the Custom Population tab.

    Step 26
  27. Use the Custom Population page to create a custom list of students to activate into terms, or to retrieve, view, and edit an existing custom list of students.

     

    The fields on this page are available only when you select Custom in the Student Type field on the Selection 1 page.

    Step 27
  28. At this point, you would continue to run the Term Activation 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 28
  29. After running the Term Activation process successfully, you can verify activation for specific students on the Term Statistics page.

     

    Click the vertical scrollbar.

    Step 29
  30. Click the Student Term Information link.

    Step 30
  31. Click the Term History link.

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

     a valid value
     e.g.
     "SR12301"
    .

    Step 32
  33. Click the Search button.

    Step 33
  34. Use the Term Statistics page to view enrollment and transfer credit statistics for all terms in which the student has been or is enrolled. You can view this information for an individual term in the Enrollment Summary component.

    Step 34

You have successfully activated a group of students in a term.

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