Using Quick Admit


Concept


Steps:

  1. Begin by navigating to the Biographical Details page.

     

    Click the Records and Enrollment link.

    Step 1
  2. Click the Quick Admit a Student link.

    Step 2
  3. Click in the Term field.

    Step 3
  4. For this example, you want to enter the code for 2007 Fall.

     

    Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 4
  5. Access the Biographical Details page.

     

    Click the Add button.

    Step 5
  6. Use the Biographical Details page to enter personal data for the student that you are quick admitting.

     

    Enter data here just as you would to create any new person record.

    Step 6
  7. For this example, you want to quick admit Mary Clark.

     

    Click in the First Name field.

    Step 7
  8. Enter the desired information into the First Name field. Enter

     a valid value
     e.g.
     "Mary"
    .

    Step 8
  9. Click in the Last Name field.

    Step 9
  10. Enter the desired information into the Last Name field. Enter

     a valid value
     e.g.
     "Clark"
    .

    Step 10
  11. Click in the Date of Birth field.

    Step 11
  12. Enter the desired information into the Date of Birth field. Enter

     a valid value
     e.g.
     "06/26/1989"
    .

    Step 12
  13. Click in the National ID field.

    Step 13
  14. Enter the desired information into the National ID field. Enter

     a valid value
     e.g.
     "215331234"
    .

    Step 14
  15. Access the Regional page.

     

    Click the Regional tab.

    Step 15
  16. Use the Regional page to enter region-specific data, including Ethnic Group, for the new student that you are quick admitting.

     

    Enter data here just as you would to create any new person record.

    Step 16
  17. Click the vertical scrollbar.

    Step 17
  18. Click in the Ethnic Group field.

    Step 18
  19. For this example, you want to enter the code for Not Specified.

     

    Enter the desired information into the Ethnic Group field. Enter

     a valid value
     e.g.
     "NSPEC"
    .

    Step 19
  20. Click the Primary option.

    Step 20
  21. Access the Program/Plan page.

     

    Click the Program/Plan link.

    Step 21
  22. Use the Program/Plan page to enter data to quickly admit and activate the new student for the desired program, plan, and term.

    Step 22
  23. For this example, you want to enter the code for the Intercommunicative Technology program.

     

    Enter the desired information into the Academic Program Primary field. Enter

     a valid value
     e.g.
     "ICTEC"
    .

    Step 23
  24. Click in the Campus field.

    Step 24
  25. Enter the desired information into the Campus field. Enter

     a valid value
     e.g.
     "MAIN"
    .

    Step 25
  26. Click in the Academic Plan field.

    Step 26
  27. For this example, you want to enter the code for the Communication Technology plan.

     

    Enter the desired information into the Academic Plan field. Enter

     a valid value
     e.g.
     "COMMTECH"
    .

    Step 27
  28. If a student requests multiple Academic Plans within the academic program, you must enter the additional academic plans through the Student Program/Plan component.

    Step 28
  29. Click in the Expected Graduation Term field.

    Step 29
  30. For this example, you want to enter the code for 2007 Fall.

     

    Enter the desired information into the Expected Graduation Term field. Enter

     a valid value
     e.g.
     "0635"
    .

    Step 30
  31. Click the Refresh button.

    Step 31
  32. You can access the Residency Official page to enter residency data for the new student.

     

    Click the Residency link.

    Step 32
  33. Use the Residency Official page to enter residency data for the new student.

     

    For an example of entering residency data, see the PeopleSoft Campus Community module.

    Step 33
  34. For this example, you want to enter the code for 2007 Fall.

     

    Enter the desired information into the Effective Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 34
  35. Click in the Residency field.

    Step 35
  36. For this example, you want to enter the code for In State residency.

     

    Enter the desired information into the Residency field. Enter

     a valid value
     e.g.
     "IS"
    .

    Step 36
  37. Click in the Residency Date field.

    Step 37
  38. Enter the desired information into the Residency Date field. Enter

     a valid value
     e.g.
     "06/26/1996"
    .

    Step 38
  39. Click the Refresh button.

    Step 39
  40. Return to the Program/Plan page.

     

    Click the OK button.

    Step 40
  41. Click the Save button.

    Step 41
  42. After you save the Quick Admit a Student component, you can click the Quick Enrollment link to access the Quick Enroll a Student component in PeopleSoft Enterprise Student Records to begin enrolling the new student in classes for the activated term.

     

    For an example of using Quick Enroll, see the PeopleSoft Student Records module.

    Step 42

Congratulations! You successfully used the Quick Admit feature to quickly create a record for a new student and activate her for a specific program, plan, and term.

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