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General Student - Youngstown State University

1. SCT Banner Form Process Submission Controls GJAPCTL 7 1 Process SGRKNOW m Student Right To Know Report Parameter Set m Printer Control Printer IM Special Print Lines Submit Time Parameter Values Number Parameters Values 02 Cohort Start Term Cohort Code Activity Sport Code Degree Level AAA Athletic Aid Indicator Print Detail Report Indicator LENGTH 6 TYPE Character O R Required M S Single Report Heading Term Submission Save Parameter Set as Name gt Description NM C Hold 2 Submit Procedure Follow these steps to complete the report Access the Student Right To Know Report SGRKNOW 2 Enter the desired printer name in the Printer field Note You can enter DATABASE to write the report to a table for on line viewing and to enable the saving of the report to a shared folder on a designated network drive O SunGard 2004 2005 General Student Page 72 Section C Day to Day Operations Lesson Maintaining and Monitoring Student Right to Know Reporting Continued Procedure continued Enter these parameter values Req Parameter Description v Report Enter the term in which you are running the Term report Y Cohort Start Enter the start term of the cohort codes to be Term processed Enrollment Enter the term in which students must have Term enrollment to be counted as a cohort Cohort Enter the code s
2. Select the Curricula tab Result The Curricula window opens Learner curricula Activities Veteran Comments Academic and Graduation Status Dual Degree Miscellaneous Curriculum Record k oi lt j Bl Current Iw Change Curriculum M Create Learner Outcome Key Sequence 99 Campus Mm main User ID SAISUSR Term 200610 rat 2005 2006 College as 7 College of arts amp Science Activity Date O1 FEB 2005 Catalog Term poos10 gt Fall 2005 2006 Degree BA _ Bachelor of Arts Admission Type st standard Priority 1 activity active Mm Admission Term 200610 7 Fall 2005 2006 Program BA ENGL m Start Date E Matriculated Term 200610 7 Fall 2005 2006 Level us F undergraduate End Date BR End Term __ Field of Study Current D Term 200610 y Field of Study ENGL 7 English Catalog Term 200610 7 2 Priority E Type MAJOR m Attached to Major I End Term Ca Activity ACTIVE Status inpRocress 7 Department a User ID SAISUSR Start Date 06 seP 2005 End Date FullorPartTime 7 Activity Date 01 FEB 2005 Current a Term U TT Field of Study Catalog Term CO H Priority Type 15 Attached to Major Y End Term Ca Activity EE Status OE Department User ID Start Date End Date FullorParttime 7 Activity Date E SunGard 2004 2005 General Student Page 49 Section C Day to Day Operations Lesson Changing a Major an
3. Page 80 Section C Day to Day Operations Lesson Answer Key for Self Check Question 1 What are the two forms you can use to create a student record Admissions Decision Form SAADCRV Quick Entry Form SAAQUIK Question 2 On SAAQUIK which window do you access to add a student s major Primary Curriculum window Question 3 What window on the General Student Form SGASTDN do you access to add or change a major Primary Curriculum window Question 4 What other type of information can be entered on the Miscellaneous Student Information window Practical training Question 5 What form is used to enter veteran information Veteran Information Form SGASTDN Question 6 On the Multiple Advisors Form SGAADVR on which block is information returned to after an advisor is selected Advisor Information block Question 7 What are the two ways that cohorts and attributes can be added to a student s record e Created manually on the Additional Student Information Form SGASADD e Rolled from the Admissions module when creating the student record O SunGard 2004 2005 General Student Page 81 Section C Day to Day Operations Lesson Answer Key for Self Check Continued Question 8 Does an employer have to exist in the SCT Banner system before you can add cooperative education information for a student No You can add an employer on the Employer Code Validation Form STVEMPL Question 9 What are
4. SUNGARD SCT HIGHER EDUCATION SCT Banner Student General Student Training Workbook May 2005 Release 7 7 Confidential Business Information This documentation is proprietary information of SunGard SCT and is not to be copied reproduced lent or disposed of nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard SCT Prepared By SunGard SCT 4 Country View Road Malvern Pennsylvania 19355 United States of America SunGard 2004 2005 All rights reserved The unauthorized possession use reproduction distribution display or disclosure of this material or the information contained herein is prohibited In preparing and providing this publication SunGard SCT is not rendering legal accounting or other similar professional services SunGard SCT makes no claims that an institution s use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws rules or regulations Each organization should seek legal accounting and other similar professional services from competent providers of the organization s own choosing SunGard the SunGard logo SCT and Banner Campus Pipeline Luminis PowerCAMPUS SCT fsaATLAS SCT Matrix SCT Plus SCT OnSite and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc or its subsidiaries in the U S and other countries All other trade names are
5. Section A Introduction Lesson Process Introduction Introduction An active General Student record is required before a student is able to register for classes and be assessed tuition and fees SCT Banner will review the student characteristics during registration to ensure that the student is eligible to register and to ensure that the student register s into the correct courses Flow diagram This diagram highlights where the General Student Module process occurs within the overall Student process Ca are here Sj On Shares Applies to Accepts and Recruit student college setups students Accepts offer of A A a S admission university information A Student Creates and Applicant Registers for maintains Assigns Assigns and se classes course catalog Housing assesses fees Bursar and schedule Recruiting efi S Academic O 0 Records SI che _ Gs Registrar LL a Schedules Attends classes anam S GE student for and receives Patented ife history for the classes grades student SunGard 2004 2005 General Student Page 3 Section A Introduction Lesson Process Introduction Continued About the process e Validation forms are set up on the SCT Banner system Unless a new code is required this step is only performed once e Rule forms are set up for specific terms and can be either copied as is to a new term or changed for subsequent terms The person employee may view save and print online o
6. processed to those Code specified with a matching start term A wildcard will process all cohort codes with a matching start term Activity Enter the sport activity code s to be Sport Code processed for each cohort code Enter a wildcard to process all sport activity codes Degree Enter the cohort code s to be processed to Level match the degree level as specified on the Cohort Code Validation Form STVCHRT or a wildcard may be entered to process all degree levels Athletic Aid Enter Y to select only those students with the Indicator sport code s to be processed where the Athletic Aid Indicator for the sport code is checked Print Detail Enter Y to print a detailed listing of students Report in each category Indicator 4 Click the Save Parameter Set as checkbox 5 Enter a name and description in the Name and Description fields Click the Submit radio button O SunGard 2004 2005 General Student Page 73 Section C Day to Day Operations Lesson Maintaining and Monitoring Student Right to Know Reporting Continued ES Procedure continued Step Action T7 Click the Save icon to execute the report Result The Auto hint line displays the job submission number for the report log and list file Select Review Output on the Options menu to review the report 9 Click the Exit icon 00 O SunGard 2004 2005 General Student P
7. 140 BasketballTeam SPRTS Baseball Team 160 Swim Team 170 Tennis Team Golf Team 190 ROTC Student Newspaper Student Government a o 080 090 o E D o ETTA a E om E R o dE gt EIERE N N SunGard 2004 2005 General Student Page 11 Section B Set Up Lesson Student Activity Code Validation Continued Procedure Follow these steps to complete the process 6 Select an activity category in the Category Deh 8 Click the Saveicon 9 Clickthe Eat em SunGard 2004 2005 General Student Page 12 Section B Set Up Lesson Student Status Code Validation Purpose Use the Student Status Code Validation Form STVSTST to create update insert and delete student status codes 1 e Active Withdrawn Inactive Due to Graduation etc Forms in several modules use this form to validate the student status codes You can only create and update these codes from this form SCT Banner Form 7a Student Status Code Validation STYSTST 7 0 s4b70 Status Allow System Curriculum Code Description Registration Required Status Activity Date es 7 Si Ir besse Jo More testing Dayna D WE _ 24 SEP 2004 af Gergen A o cometen completed z4 apR 2004 fo eave doom cran D CompteteD Jcompleted os aPR 2004 El fx a v meer Almost there 19 Sep 2008 ns activ
8. Date C B C Override Evaluation Prepared Evaluation Received ec E Employer and Contact Details Employer Code Contact Name Title Contact Phone EH JI Employer Phone Jr a Review Address d SunGard 2004 2005 General Student Page 59 Section C Day to Day Operations Lesson Entering Cooperative Education Information Continued Procedure Follow these steps to add cooperative education information to your student s record 1 Access the Cooperative Education Form SGACOOP Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student 6 Select a course registration number for the internship in the CRN field 8 Enter an end date in the End Date De 9 Select an employer code in the Employer Code field O SunGard 2004 2005 General Student Page 60 Section C Day to Day Operations Lesson Creating Communication Plan Information Purpose Communication Plans are designed to implement an institutions rules regarding who should receive which materials and when those materials should be sent A material can be generated letter or label or published department brochures The Communication Rules Form SOACOMM is used to define the different types of Communication Plans as applied to campus level college and degree and to define the rules for the automatic assignment of communication plans to
9. Section B Set Up Lesson Block Code Validation Purpose Use the Block Code Validation Form STVBLCK to create update insert and delete block codes which are used in Block Scheduling processing The block codes represent sets or groupings of sections to which students are assigned in order to be registered more efficiently You can only create or update these codes from this form SCT Banner Form 73 Block Code ValidationForm STVBLCK 7 0 s4b70 Block Code Description Activity Date ELET11 ELET Year 1 Semester 1 15 JAN 1995 ELET12 ELET Year 1 Semester 2 15 JAN 1995 ELET21 ELET Year 2 Semester 1 15 JAN 1995 ELET22 ELET Year 2 Semester 2 15 JAN 1995 Procedure Follow these steps to complete the process Access the Block Code Validation Form STVBLCK Enter a block code in the Block Code field Enter a description of the block code in the Description field Repeat steps 2 and 3 until all block codes have been established Click the Save icon 6 Click the Exit icon O SunGard 2004 2005 General Student Page 16 Section B Set Up Lesson Academic Standing Code Validation Purpose Use the Academic Standing Code Validation Form STVASTD to create update insert and delete academic standing codes such as Good Standing Dean s List or Suspension Other forms use this form to validate these codes which you can only create or update from this form Note Calculated code displays in the Ge
10. Validation Form STVVETC to create update insert and delete veteran type codes i e Chapter 32 Post Vietnam Vet Other Veteran ROTC etc The General Student Form SGASTDN uses this form to validate the veteran type codes You can only create and update these codes from this form SCT Banner Form ya Veteran Type Code Validation STVVETC 7 0 s4b70 Description Activity Date Chapter 32 Post Vietnam Vet Chapter 34 Regular Veteran Chapter 35 Widow Child O o a ki 16 FEB 1988 16 FEB 1988 07 1an 1991 ul fin Service 07 1an 1991 other Veteran 16 FEB 1988 veteran Complete Withdrawal D7 JAN 1991 veteran No Benefits D7 JAN 1991 L rote 14 APR 1987 army Recruit 14 Apr 1987 DPOCBerEreErccccooNa AO l Procedure Follow these steps to complete the process Access the Veteran Type Code Validation Form STV VETO Enter a one character veteran code in the Code field Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 22 Section B Set Up Lesson Advisor Type Validation Purpose Use the Advisor Type Code Validation Form STVADVR to create update insert and delete advisor type codes for students Students may have multiple advisors such as an academic advisor or an athletic advisor You may only create or update advisor
11. k D 04 Jan 1995 _ fs seg a o os mav 1987 1 Jee a o 04 2aN 1995 Iw o1zaase7a90123456789012345678x k o 19 FeB 2004 ON SE O O o Pili B a Procedure Follow these steps to complete the process Access the Student Type Code Validation Form STVSTYP Enter a one character code in the Code field Enter a description of the code in the Description field SunGard 2004 2005 General Student Page 14 Section B Set Up Lesson Student Type Code Validation Continued Enter a code in the Next Student Type field to identify the student type to be assigned when the Student Type Update Report SHRTYPE is run Example The Next Student Type for A First Time Freshman would be C Continuing The Next Student Type for an E Adult Continuing Education Code would be E Adult Continuing Education since the status for this type of student would not change from year to year Click the System Required checkbox if this validation table record is required Examples First Time Freshman Continuing Note The System Required checkbox is used to set up a default when residency is not entered in the Recruiting module and the prospect record is pulled to the Admissions module to build the application If the System Required checkbox is checked the validation table record cannot be deleted Repeat steps 2 5 until all codes are set up Click the Save icon Click the Exit icon O SunGard 2004 2005 General Student Page 15
12. people and the processing of the communication plan If the campus is X and the degree level is X and the college is X and the degree is X then under these conditions a specific code is assigned All students with these characteristics will receive the Communication Plan automatically If you leave the campus blank then it is used as a wild card and is applicable on all campuses SCT Banner Form Communication Plans Campus Level College Degree Program Major Department Recruit Admissions Student M E 6d E E KM E Eal RM w E WE E mmaa ce man ke o MHRC MHAD MHST mar luc rst REIN ADAP ston O REIN GC KH Ep A L C las BA MHRC MHAD MHST lus IS BS DMF REIN apap Procedure Follow these steps to complete the process Access the Communication Rules Form SOACOMM Perform an Insert Record function Select a campus code in the Campus field 6 Selecta degree code in the Degree field oo O SunGard 2004 2005 General Student Page 61 Section C Day to Day Operations Lesson Creating Communication Plan Information Continued Procedure continued Step Action 8 Select a major code in the Major field 9 Select a department code in the Department field 10 Select a communication plan code in the Recruit field to select a communication plan 11 Select a communication plan code in the Admissions field to select a communication lan 12 Select
13. s ID number in the ID field Note If you do not know the student ID number you can select the down arrow in the ID field to perform a query using the student name Enter the prefix of the guardian in the Prefix field Example Mr Ms Mrs Pastor Enter the last name of the guardian in the Last Name field Enter a name in the First Name field 6 Select the Deceased checkbox if the guardian is deceased Select a relationship type in the Relationship field SunGard 2004 2005 General Student Page 67 Section C Day to Day Operations Lesson Entering Guardian Information Continued Procedure continued Action Enter values 1f applicable in the Degree Employer and Title fields Note These fields can be left blank if information is not requested or is not available Enter an address type in the Address Type field Result The student s address information defaults from the student file Click the Save icon Select Add Change Address Detail to view the guardian s address information Enter the guardian s ID in the ID field Perform a Next Block function Select the Address tab to view the guardian s address information Click the Exit icon O SunGard 2004 2005 General Student Page 68 Section C Day to Day Operations Lesson Maintaining Sports Records Purpose The purpose of the Student Sport Form SGASPRT is to allow assignment of sport codes by term to a student This form allows inst
14. select Undergraduate E Click the Enter Address checkbox Result The Address tab opens 9 Enter a date in the From Date field SunGard 2004 2005 General Student Page 45 Section C Day to Day Operations Lesson Error No text of specified style in document Continued a Jump to TOC Procedure continued Step Action 12 Enter a city in the City field 13 Enter a state or province code in the State or Province field 14 Enter a zip or postal code in the Zip or Postal Code field 15 Select a telephone type in the Telephone Type field 16 Enter a telephone number in the Telephone Number field 17 Click the Save icon 18 Select the Quick Admit tab 19 Click either the Male or Female Gender radio button 20 Enter a date in DD MM Y Y Y Y format in the Date of Birth field 21 Select an ethnicity code in the Ethnic field Note Your institution may not request this information If it does not the field can be left blank 17 Select a citizenship code in the Citizenship field Note Your institution may not request this information If it does not the field can be left blank 18 Select a student type in the Student Type field Example New First Time 19 Select Active in the Student Status field 20 Select a residency code in the Residence field 21 Enter F if the student is full time or P if the student is part time in the Full or Part Time field 22 Sele
15. students This statute requires an institution to make these disclosures to current and prospective students by July 1 1993 and annually thereafter The legislation For references to the Legislation in this procedure refer to the Notice of Proposed Rule Making that was published in the July 10 1992 Federal Register It is recommended that you read either this information or the Chapter 12 General Student Dear Colleague Letter from the US Department of Education dated August 21 1991 before this processing is implemented Sports that require reporting If your institution awards athletically related financial aid your institution is required to report the graduation rates of certain groups of student athletes in addition to the required institution wide graduation rate The sports in which the graduation rates of student athletes must be tracked are basketball baseball football cross country track all other sports combined SunGard 2004 2005 General Student Page 71 Section C Day to Day Operations Lesson Maintaining and Monitoring Student Right to Know Reporting Continued Purpose The Student Right To Know Report SGRKNOW is used to produce data that will assist your institution in calculating graduation and completion rates by cohort and optionally by sport codes If sport reporting is used those students who receive athletically based financial aid may be specifically selected to be processed by sport
16. the message Transaction complete 1 record applied and saved Click the OK button Click the Exit icon O SunGard 2004 2005 General Student Page 43 Section C Day to Day Operations Lesson Error No text of specified style in document Purpose The Quick Entry Form SAAQUIK is used to provide a way to enter and register persons on the system with minimal effort This form is combined with the General Person Identification Form SPAIDEN which allows a person to be added to the system along with addresses optional It can also create recruiting and admissions records at the user s option and will automatically create a student record that is required for registration Default rules for a specific level of applicant can be defined on the Quick Entry Rules Form SAAQKER so that when the ID Term and Level are entered into the key block the majority of data will be defaulted in from SAAQKER SCT Banner Form 73 Quick Entry SAAQUIK 7 1 ID a00029554 Student Alex P Term 200710 Level uc Generate ID 3 ou er EE e Fulton Perce D Application and Recruit Information Gender Male Rate 54 Female Education Goal 10 Create Application Record Application Number DO Not Available Education Level CO Admission Type DO Birth Date 31 Jan 1987 Application Status Da Ethnic kd African American Admission Decision IT Citizenship el Citizen Student Type re
17. the recorded message that describes the academic standing code for telephone applications Click the Save icon Result SCT Banner will fill in the User ID and Activity Date fields 9 Click the Exit icon SunGard 2004 2005 General Student Page 20 Section B Set Up Lesson Communication Plan Validation Purpose You can use the Communication Plan Code Validation Form STVCPLN to create update insert and delete communication plan codes used in the Recruiting Admissions and General Student modules You may only create or update communication plan codes from this form SCT Banner Form 73 Communication Plan C alidation STYCPLN 7 0 s4b70 Description Activity Date Admissions Application e 23 MAY 1995 AMCA amcas Commplan 06 1uL 2004 BAAD ba admissions Geer keaesaan BARC Ba Recruiting Degree 16 APR 2004 BAST Ba Learner Degree 16 APR 2004 BSAD BS Admissions Degree 1e APR 2004 BSST es Learner Degree 16 Apr 2004 Procedure Follow these steps to complete the process Action Access the Communication Plan Code Validation Form STVCPLN Enter a four character communication plan code in the Code field 3 Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 21 Section B Set Up Lesson Veteran Type Code Validation Purpose You can use the Veteran Type Code
18. the three validation forms that are used with the Student Sport Form SGASPRT Student Activity Code Validation Form STVACTC Sports Status Code Validation Form STVSPST Eligibility Code Validation Form STVELIG Question 10 What purge process do you run for a student who never registered The General Student Purge SGPSTDN SunGard 2004 2005 General Student Page 82 Section D Reference Lesson Overview Introduction The purpose of this section is to provide reference materials related to the workbook Section contents A eegener eegene 83 Setup Forms and Where Used msi 84 Day to Day Forms and Setup Needed recontra dias 86 Forms JOD ANG EEN 90 SunGard 200420088 General Student Page 83 Section D Reference Lesson Setup Forms and Where Used lt Jump to 00 Guide Use this table as a guide to the setup forms and the day to day forms that use them Day to Day Form s ooo Quick Entry Form SAAQUIK pO General Student Form SGASTDN po Communication Rules Form SOACOMM ment Status Code Validation STVSTST See above ee eee UU DS Validation Information Form Information Form Validation A eee Student Sport Form SGASPRT Block Code Validation STVBLCK General Student Form SGASTDN Validation Code Validation Validation Veteran Type Code Validation STVVETC General Student Form SGASTDN Advisor Type Code Validation STVADVR_ Multiple Advisors Form SGAADVR Validation E Informatio
19. type codes from this form SCT Banner Form ES Advisor Type Validation STVADVR 7 0 s4b70 Code Description Activity Date maar Major 03 Jan 1995 mine minor 03 Jan 1995 peer Peer 03 Jan 1995 THES Thesis 03 Jan 1995 Procedure Follow these steps to complete the process Access the Advisor Type Code Validation Form STVADVR Enter an advisor type code in the Code field Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 23 Section B Set Up Lesson Student Attribute Validation Purpose You can use the Student Attribute Code Validation Form STV ATTS to create update insert and delete student attribute codes such as First Year Student Achieved Senior Standing or Non degree Student You can only create or update these codes from this form SCT Banner Form 98 Student Attribute Validation STVATTS 7 0 s4b70 Code Description Activity Date kr ist Semester 1st Year Tech 49 3AN 1995 fea 24 credits per year 27 JUL 1994 SS eg aes Procedure Follow these steps to complete the process Access the Student Attribute Code Validation Form STVATTS Enter up to a four character student attribute code in the Code field Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2005 Gene
20. 20 Communication Plan Validation iii rie 21 Veteran Type Code V aldo nales 22 Advisor Type Validation ii aero eure 23 Student Attribute Validation ratas 24 Contact Type Code Valdano iii 25 Appointment Result Code Validation 0 cc eeecceesseceencecesseeceeneeceeneeceeeeeceeaeeceeeeeeesaeeeenaeeess 27 SunGard 2004 2005 General Student Page 6 Section B Set Up Lesson Overview Comment Type Code Validation da 28 Employer Code Va a 29 Class Code Valida rie 30 Student Classification US 32 Sports Statu s Validation E 34 Eligibility Valida EN 35 Self Check assets O II a a a E a s Ee aa aei 36 Answer ee ee ep tenis vee come deer ee a Een dad 37 SunGard 2004 2005 General Student Page 7 Section B Set Up Lesson Degree Level Code Validation Purpose Use the Degree Level Code Validation Form STVDLEV to create update insert and delete degree level codes Associate Bachelor Master etc Other forms use this form to validate the degree level codes You may only create or update degree level codes from this form Note All SCT Banner systems share this validation form You should coordinate with other SCT Banner system users at your institution when deciding what codes are used on this form SCT Banner Form 73 Degree Level Code Validation STYDLEW 7 0 s4b70 o o a bi Description Numeric Value Activity Date AS Associate o 995 a Bachelor a 04 JAN 1995 DR Docto
21. General Student EE 42 Creating a General Student Record Using the Quick Entry Form oococcoccccconcccnoncninnncninnnccnnnos 44 Changing a Major and Adding a Minor c coconocccnnoconononcnnnnnonannnnnnnanononnnnnnnnnononennnnnnncnnnnnronnnnnnnnos 48 Processing a Leave of E 51 Entering Veteran Information siii 53 Adding or Changing Advisor Information ccssceeesseceeneeceeececeeceeceeeeeceeneeceeeeeeneeeeneeeen 55 Entering Additional Student Informations lt ssccscvasssecevisledesaaneisisniainanseaxtassaecassseadceendeaeeeys 57 Entering Cooperative Education Information ceescceesseceececeseeeceeeeeceeneeeeeeeeeneeeeenaeeees 59 Creating Communication Plan Information oi s csisassaseiessavesdeatesutvesasouttiessanesvenncivsescdasnneedenns 61 Viewing a Students torna Seet 63 SS F Table of Contents Continued Entering Guardian Information mini aida iia 65 Maintaining Sports Records sssseesssesessseesseesseeesesssetesssetssttsstesseesseeessseessresstesseesseeessseessrest 69 Maintaining and Monitoring Student Right to Know Reporting oocoonoocccnnncccnoncnononcnonancnnnno 71 Performing P rge Processes iii ria 75 A A II EG 78 Self EE 79 Answer Key for Self Coti 81 Section D Referente cinc ice 83 EE e CP II 65 575 83 Setup Forms and Where Used A 84 Day to Day Forms and Setup Needed ini in acia 86 Forms VOD AIG O E E E A E ET 89 Section A Introduction Lesson Overview Workbook goal The g
22. Know Report SGRKNOW is set to Yes Use this Indicator to process Athletic Aid Students as a group 8 Click the Comments icon to open the SCT Banner Editor window Enter the comments you want to add Example This student is a red shirt freshman per Coach Block SMD 2 2 2005 Click the OK button Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 70 Section C Day to Day Operations Lesson Maintaining and Monitoring Student Right to Know Reporting Introduction The Student Right to Know act proposes regulations that require an institution of higher education to disclose information about its student body s completion or graduation rates This act expands the types of consumer information that institutions are required to disclose to current and prospective students through appropriate publications and mailings Institutions are required to report a completion or graduation rate for full time certificate seeking or degree seeking undergraduate students Also institutions that award athletically related student aid are required to report completion or graduation rates of various student populations at the institution including student athletes If an institution cannot calculate the graduation rate of the most recent cohort of students that has had an opportunity to graduate the institution would report a persistence rate until it can disclose an actual graduation rate of an entering cohort of
23. N 1995 O us 89 000 999 990 sr Senior 19 JAN 1995 gt Class Standing Attribute Attribute H Description LC j Led L L az O SunGard 2004 2005 General Student Page 32 Section B Set Up Lesson Student Classification Rules Continued Procedure Follow these steps to complete the process 6 Selecta class code in the Class Code Det 8 Repeat steps 2 7 as need 9 Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 33 Section B Set Up Lesson Sports Status Validation Purpose You can use the Sport Status Code Validation Form STVSPST to create update insert and delete sport status codes used in the General Student module The Student Sport Form SGASPRT uses this form to validate the sport status codes You may only create or update these codes from this form SCT Banner Form z9 Sport Status Code Validation STVSPST 7 0 s4b70 Code Description Activity Date injured Reserve Procedure Follow these steps to complete the process Access the Sport Status Code Validation Form STVSPST Enter a two character code in the Code field Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 34 Section B Set Up Lesson Eligibility Validation Purpose You can use the Eligibility Validation Form STVCLAS to create update insert and d
24. Semester 1 Jore o3 3an 1995 2 fYeara Semester2 TI o3 san 1995 EN Year 2 Semester 1 J IER Year 2 Semester 2 haat Fon 03 JAN 1995 Procedure Follow these steps to complete the process 3__ Enter a description of the code in the Description Geld defined in the EDI SPEEDE ExPRESS Implementation Guide under data element 1131 Enter an LMS equivalent value in the LMS Eqv field Note The LMS Eqv Equivalent Class Code field is used to display the IA PLUS Loan Management System LMS class code values that are equivalent to the SCT Banner class codes These codes are not validated The translation to these LMS codes occurs during the LMS transaction feed interface from SCT Banner Financial Aid For more information please refer to the Financial Aid User Guide or the A PLUS Loan Management System User Manual 4 Enter an EDI equivalent value in the EDI Eqy field Note The EDI Eqv Equivalent field is used to assign the EDI SPEEDE ExPRESS class code values to the institution s class codes The EDI equivalent value will be used in the transmission of transcript information electronically via EDI These values are SunGard 2004 2005 General Student Page 30 Section B Set Up Lesson Class Code Validation Continued Procedure continued Click the Save icon Click the Exit icon Step Action 6 7 SunGard 2004 2005 General Student Page 31 Section B Set Up Lesson S
25. Standing Code Validation STVCAST e Progress Evaluation Code Validation STVPREV e Veteran Type Code Validation STVVETC e Student Attribute Code Validation STVATTS e Comment Type Code Validation STVCMTT e Class Code Validation STVCLAS e Student Classification Rules SGACLSR Multiple Advisors Form SGAADVR e Advisor Type Code Validation STVADVR Additional Student Information Form e Cohort Code Validation STVCHRT SGASADD e Cohort Reason Code Validation STVCREA Student Attribute Code Validation STVATTS Cooperative Education Form SGACOOP e Employer Code Validation STVEMPL SunGard 2004 2005 General Student Page 87 Section D Reference Lesson Day to Day Forms and Setup Needed Continued Procedure continued Day to Day Form Setup Forms Needed Communication Rules Form SOACOMM Degree Level Code Validation STVDLEV Campus Validation Form STVCAMP Level Code Validation Form STVLEVL College Validation Form STVCOLL Degree Code Validation Form STVDEGC Communication Plan Code Validation STVCPLN General Student Summary Form e Query only form no set up required SGASTDQ Student Sport Form SGASPRT Student Activity Code STVACTC Sports Status Validation Form STVSPST Eligibility Validation Form STVELIG O SunGard 2004 2005 General Student Page 88 Section D Reference Lesson Forms Job Aid a Jump to 00 Guide Use this table as a guide to the f
26. a communication plan code in the Student field to select a communication plan 13 Click the Save icon 14 Click the Exit icon O SunGard 2004 2005 General Student Page 62 Section C Day to Day Operations Lesson Viewing a Student s Information Purpose The General Student Summary Form SGASTDQ is a stand alone query form that displays all general student records on file for a student from the term represented in the Key Information The person must be a student to be queried on this form If a term is entered in the Key Information those general student records with a term that is earlier in time or is equal to the term in the Key Information will be displayed If no term is entered in the Key Information all of the student s General Student records will be represented on the form back to the earliest record on file When working in the Student Information section of SGASTDQ the user may perform a Count Query Hits function from any existing record to transfer to the General Student Form SGASTDN The user will view the record on SGASTDN that matches the record on which the cursor was placed in SGASTDQ when the function was performed When the General Student Summary Form is accessed from the Committee Service Form SHACOMD the user may perform a Select function to drag back information for college and department to SHACOMI SCT Banner Form ya General Studen
27. age 74 Section C Day to Day Operations Lesson Performing Purge Processes Purpose The General Student Purge Process SGPSTDN purges the general student information for a student who never registered based on the user specified effective term and activity date You can choose to leave the High School Prior College Guardian Test Score and Hold information on the database also by parameter selection General Student information will not be purged if e the student has any active holds e the student has Academic History information e the student has any Financial Aid information SCT Banner Form ga Process Submission Controls GIAPCTL 7 1 Process SGPSTDN HM General Student Purge Parameter Set HM Printer Control Printer Special Print Lines Jee Submit Time KE Parameter Values Number Values ke Purge Option GN eg oa Activity Date EA A ee 08 Purge Test Score Information LENGTH 6 TYPE Character O R Required M S Single Submission C Save Parameter Set as Name KH Description 5 Hold 2 Submit O SunGard 2004 2005 General Student Page 75 Section C Day to Day Operations Lesson Performing Purge Processes Continued Procedure Follow these steps to complete the process Action Access the General Student Purge Form SGPSTDN Enter the desired printer name in the Printer field Note You can enter DATABASE to write the repo
28. applicant accepts the institution s offer of admission or when an applicant is admitted via the Quick Entry Form SAAQUIK An applicant must accept the institution s offer of admissions to generate an initial general student record or the Quick Entry Form must have been processed for the student This record may not be deleted if registration or academic history records exist for a term or if associated sports records exist The Admissions Decision Form SAADCRV is used to enter decisions for an admissions application Once a decision is entered or calculated to indicate that the student has accepted and plans to attend a general student record is automatically created using the information entered on the application This record allows the student to be eligible to register SCT Banner Form ya Admissions Decision SAADCRV 7 1 ID 400034085 Morrison Dina R Term 200710 7 Decision Processing High School Review Prior College and Degree Review Test Score Review Application Summary Entry Term Application Status p Decision Made Application Date 03 JUN 2005 Application Number Student Type m Program 1 BACH ARTS Catalog Term Level Campus CEN College 1 Degree1 BA Major1 ART Admission Type Resident fo Session O Full or Part Time Outstanding Documents O Application Decision Letter Decision Calculator Rating Review Decision Data Decision Significant Inst
29. ates For more information refer to Maintaining and Monitoring Student Right to Know Reporting in Section C Day to Day Operations of this training workbook O SunGard 2004 2005 General Student Page 5 Section B Set Up Lesson Overview Introduction The purpose of this section is to outline the set up processes and detail the procedures to set up your SCT Banner system Intended audience Personnel from offices responsible for maintaining general student records Objectives At the end of this section you will be able to create the rules and set parameters used to process student data Prerequisites To complete this section you should have e completed the SCT Education Practices computer based training CBT tutorial SCT Banner 7 Fundamentals or have equivalent experience navigating in the SCT Banner system completed the Curriculum Advising and Program Plan training workbook administrative rights to create the rules and set the validation codes in SCT Banner Section contents ii ge ee eege 6 Deere Level Code Val Gaon sonda 8 Cohort Cade Vandal ta 9 Cohort Reason Code Valida ana 10 Student Activity Code Validation did 11 Student Status Code Valido ise 13 Student Type Code Validation tin 14 Block Code Y ardid 16 Academic Standing Code Validation miii idad 17 Combined Academic Standing Code Validati0N ooonncccnonncnonnnnnononcnnnnaconnnaconnnnonnoncnnnoranononos 19 Progress Evaluation Code Ne EIERE geed
30. cord is required Note If the System Required checkbox is checked the validation table record cannot be deleted Click the Save icon Result SCT Banner will fill in the User ID and Activity Date fields Click the Exit icon SunGard 2004 2005 General Student Page 19 Section B Set Up Lesson Progress Evaluation Code Validation Purpose Use the Progress Evaluation Code Validation Form STVPREV to create and define valid progress evaluation codes Note Calculated code displays in the General Student record SCT Banner Form z9 Progress Evaluation Code Validation STYVPREV 7 0 s4b70 System Voice Description Req Message User ID Activity Date o o a foo 6004 Standing Y SATURN 08 OCT 2001 fer Ellen s Progress 1 O EJETTO 15 SEP 2004 Ian o1234567890123456789012345674 Iw MHOCKETT 19 FEB 2004 PR Progressing forward O Mi votprogressing riit e es e Procedure Follow these steps to complete the process Access the Progress Evaluation Code Validation Form STVPREV Enter a two digit progress evaluation code in the Code field Enter a description of the code in the Description field Click the System Required checkbox if this validation table record is required Note If the System Required checkbox is checked the validation table record cannot be deleted 7 Enter a number in the Voice Message field to assign a number to
31. ct a rate code in the Rate field 23 Select an education goal in the Education Goal field 24 Select an education level in the Education Level field 25 Click the Create Application Record checkbox 26 Select the type of admissions in the Admissions Type field 27 Select an application status code in the Application Status field 28 Select an admissions decision in the Admissions Decision field 29 Perform a Next Block function 30 Select a catalog term in the Catalog Term field 31 Enter a priority number that identifies curriculum rank in the Priority field SunGard 2004 2005 General Student Page 46 Section C Day to Day Operations Lesson Error No text of specified style in document Continued Procedure continued Step Action 32 Select a program from the All Programs option in the Program field Note The College Level and Degree fields may be filled in for you based on the program selected If not select values for these fields 33 Select a campus code in the Campus field 34 Enter a field of study priority number in the Priority field 35 Select Major in the Type field 36 Select a major minor or concentration code in the Field of Study field 37 Click the Save icon 38 Click the OK button to acknowledge that the records have been saved Result The Communication Plan window opens 39 Click the Save icon to sa
32. d Adding a Minor Continued a Jump to TDL Procedure continued Step Action 12 Click the Change Curriculum icon 13 Enter a term in the Catalog Term field 14 Enter in the Priority field 15 Select the down arrow in the Program field 16 Select Change Curriculum from the Option List 17 Click the OK button 18 Double click on a program code to return a code to the Program field 19 Select a college code in the College field 20 Select a degree code in the Degree field 21 Perform a Next Block function 22 Enter in the Priority field 23 Enter a date in the Start Date field 24 Select Major in the Type field 25 Select All Major Codes from the Option List in the Field of Study field 26 Select a major code to return to the Field of Study field 27 Enter 2 in the second Priority field 28 Enter a date in the Start Date field 29 Select Minor in the Type field 30 Select All Minor Codes from the Option List in the Field of Study field 31 Select a minor code to return to the Field of Study field 32 Click the Save icon 33 Click the Exit icon O SunGard 2004 2005 Page 50 General Student Section C Day to Day Operations Lesson Processing a Leave of Absence Request Purpose The General Student Form SGASTDN is used to maintain current and historical information about a stud
33. d and maintained a sports record maintained and monitored Right to Know reporting performed purge processes O SunGard 2004 2005 General Student Page 78 Section C Day to Day Operations Lesson Self Check Directions Use the information you have learned in this workbook to complete this self check activity Question 1 What are the two forms you can use to create a student record Question 2 On SAAQUIK which window do you access to add a student s major Question 3 What window on the General Student Form SGASTDN do you access to add or change a major Question 4 What other type of information can be entered on the Miscellaneous Student Information window Question 5 What form is used to enter veteran information Question 6 On the Multiple Advisors Form SGAADVR on which block is information returned to after an advisor is selected Question 7 What are the two ways that cohorts and attributes can be added to a student s record O SunGard 2004 2005 General Student Page 79 Section C Day to Day Operations Lesson Self Check Continued ES Question 8 Does an employer have to exist in the SCT Banner system before you can add cooperative education information for a student Question 9 What are the three validation forms that are used with the Student Sport Form SGASPRT Question 10 What purge process do you run for a student who never registered SunGard 2004 2005 General Student
34. derarad Freshmen 199510 200020 BA 29 JAN 1995 9510UGTR 199510 New Undergrad Transfers 199510 200020 BA e 9810UGFR 199810 New Undergrad Freshmen 199810 200220 BA o EE o C Procedure Follow these steps to complete the process 4 5 Select an expected graduation term for this cohort in the End Term field Select the expected degree level for this cohort in the Degree Level field 7 Click the Print Indicator checkbox to have data about this cohort included in printed reports Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 9 Section B Set Up Lesson Cohort Reason Code Validation Purpose Use the Cohort Reason Code Validation Form STVCREA to create update insert and delete cohort reason codes such as Peace Corps Church Mission Military Assignment These codes are used in conjunction with an inactivation of a cohort for a student to identify the reason for the inactivation You may only create or update cohort reason codes from this form SCT Banner Form za Cohort Reason Code Validation STVCREA 7 0 s4b70 Code Description Activity Date MILT Military Exemption 27 FEB 2004 PCOR Peace Corp 31 JAN 2005 Procedure Follow these steps to complete the process Repeat steps 2 and 3 until all cohort reasons are entered Click the Save icon 6 Click the Exit icon SunGard 2004 2005 General Student Page 10 Section B Set Up Lesson Stude
35. e Iw ACCEPTED Application has been accepted ta apr 2004 ww 0123456789012345678901234567 O Iw Say 19 FEB 2004 AAA Mt 8 ee O o o Procedure Follow these steps to complete the process Step A Click the Allow Registration checkbox if registration is allowed with the associated student status be deleted 6 Selecta status in the Curriculum Status field Click the Save icon 8 Click the Exit icon Click the System Required checkbox if this value is system required Note If the System Required checkbox is checked the validation table record cannot SunGard 2004 2005 General Student Page 13 Section B Set Up Lesson Student Type Code Validation Purpose Use the Student Type Code Validation Form STVSTYP to create update insert and delete student type codes i e Returning Freshman Continuing Transfer etc Several forms in various modules use this form to validate the student type codes You can only create and update these codes from this form The following student type codes should be created for IPEDS reporting Freshman First Time Freshman Unclassified Continuing First Time Graduate First Time Professional SCT Banner Form ga Student Type Code Validation STVSTYP 7 0 s4b70 O EI a o Description Next Student Type System Required Activity Date undeclared uer IC continuing ooo a 06 mav 1987 R remm
36. elete eligibility codes These codes are used in Student Right to Know tracking by the Student Sport Form SGASPRT in the General Student module You may only create or update these codes from this form SCT Banner Form 73 Eligibility Code Validation STVELIG 7 0 s4b70 Code Description Activity Date k Recruit mamans Rs Red shirt 03 APR 1995 wo walk on 03 aPR 1995 ll Ol J Procedure Follow these steps to complete the process Access the Eligibility Validation Form STVCLAS Enter a two character code in the Code field Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 35 Section B Set Up Lesson Self Check Directions Use the information you have learned in this section to complete this self check activity Question 1 What is a communication plan Question 2 What is a Student s Right to Know Question 3 Name at least two student type codes that should be created on the Student Type Code Validation Form STVSTYP for IPEDS reporting SunGard 2004 2005 General Student Page 36 Section B Set Up Lesson Answer Key for Self Check Question 1 What is a communication plan A set of rules designed to implement institution preferences regarding who should receive which materials and when those materials should be sent Materials can be generated letter or label or publ
37. ent The Miscellaneous Student Information window on the General Student Form SGASTDN is used to enter miscellaneous information for the student such as practical training and leave information SCT Banner Form Learner Curricula Activities Veteran Comments Academic and Graduation Status Dual Degree ETA Miscellaneous Information Orientation Session DO Employee and Training Code DE Career Plan 00 Vocational Education E Practical Training CO Transfer Center Education Level HS 7 completed High School Educational Goal BD Is Obtain Bachelor s Degree Income Range IT Te Basic Skills i Employment Expectation E Graduate Credit Approved U Apprenticeship Code RW Isi Leave of Absence DP From Date SB To Date E Procedure Follow these steps to complete the process Step Access the General Student Form SGASTDN Enter the ID of your student in the ID field Note If you have forgotten the ID of your student click the down arrow find your student Miscellaneous tab 6 Selecta code in the Leave of Absence field O o O o o o o o o o o I O 8 Enteran end date in the To Date DCH SunGard 2004 2005 General Student Page 51 Section C Day to Day Operations Lesson Processing a Leave of Absence Request Continued Procedure continued Step Action 9 Click the Save icon O SunGard 2004 2005 General Student Page 52 Section C Day to Day Opera
38. he ID of your student click the down arrow to find your student Select a term in the Term field O SunGard 2004 2005 General Student Page 57 Section C Day to Day Operations Lesson Entering Additional Student Information Continued Procedure continued Step Action 4 Select a code in the Cohort Code field Result The From Term and To Term fields default 5 Select a student attribute code in the Attribute field 6 Click the Save icon 7 Click the OK button 8 Click the Exit icon O SunGard 2004 2005 General Student Page 58 Section C Day to Day Operations Lesson Entering Cooperative Education Information Purpose The Cooperative Education Form SGACOOP is used to maintain data pertaining to the student s cooperative education positions The form contains employer information as well as comments on the duties involved in each position A person must be an active student for the term and level for which the cooperative education job is being entered Multiple records for the term level may be entered The student s record cannot be deleted if cooperative education information exists the cooperative education record must be deleted first Note Employers entered must exist on the Employer Code Validation Form STVEMPL SCT Banner Form Term 20890 Cooperative Education Details Level E HM Cooperative Code HM CRN Ill E Begin Date C B End
39. i Create Recruit Record Student Status sl Primary Source Residence sl Curriculum Record of AB Term 200610 Y Fall 2005 2006 Program Baene College as Y college of Arts amp Sciences Catalog Term zoo610 y Fall 2005 2006 Level us Undergraduate Degree sax Bachelor of Arts Priority Campus In elen Field of Study Priority Status finerocress 7 Attached to Major sl a Type maior Is Field of Study fent english Department enc JEnglish El O SunGard 2004 2005 General Student Page 44 Section C Day to Day Operations Lesson Error No text of specified style in document Continued Procedure Follow these steps to create a General Student record using the Quick Entry Form Access the Quick Entry Form SAAQUIK Select Generate ID in the Options menu or enter GENERATED in the ID field and press Enter to open the Current Identification window Result The Current Identification window opens a Current Identification SASQUIK 7 1 ID GENERATED Last Name First Name Middle Name i Note Generated ID Being Used for Addition of New Person Press or Select SAVE to Create ID Cancel Enter values in the Last Name First Name and Middle Name fields Note Each participant must create a unique student Make a note of the student s name and ID because they will be used in future lessons 6 Double click in the Level field and
40. is required Note If the System Required checkbox is checked the validation table record cannot be deleted Click the Save icon Click the Exit icon O SunGard 2004 2005 General Student Page 18 Section B Set Up Lesson Combined Academic Standing Code Validation Purpose The Combined Academic Standing Code Validation Form STVCAST is used to create and define valid combined academic standing codes The combined academic standing code is defined by a combination of an academic standing code and a progress evaluation code Note Calculated code displays in the General Student record SCT Banner Form 72 Combined Academic Standing Code Validation STYCAST 7 0 s4b70 Prohibit Maximum Voice System Code Description Registration Hours Message Required User ID Activity Date J1 GS and P1 O EJETTO J 15 SEP 2004 i 12 es and E1 o EN O eerro 15 SEP 2004 PR Prohibit Registration API Test KZ O LIESSUP 28 JUN 2004 Procedure Follow these steps to complete the process Step Action Click the Prohibit Registration checkbox if this code means that the student is prohibited from registering for additional courses under this academic standing code Enter a number in the Voice Message field to assign a number to the recorded message that describes the academic standing code for telephone applications Click the System Required checkbox if this validation table re
41. ished department brochures Example All accepted high school students who apply for admissions into the Education program receive a letter acknowledging acceptance into both the university and the Education program However all accepted high school students who apply for admissions into the Nursing program receive a letter acknowledging acceptance into just the university and instructions for next steps on how to apply at a later time to the Nursing program Prospective nursing students also receive a Nursing program brochure along with their acceptance letter into the university Question 2 What is a Student s Right to Know This legislation requires that an institution of higher education annually disclose information about its student body s completion and graduation rates For more information refer to Maintaining and Monitoring Student Right to Know Reporting in Section C Day to Day Operations of this training workbook Question 3 Name at least two student type codes that should be created on the Student Type Code Validation Form STVSTYP for IPEDS reporting The following student type codes should be created for IPEDS reporting Freshman First Time Freshman Unclassified Continuing First Time Graduate First Time Professional SunGard 2004 2005 General Student Page 37 Section C Day to Day Operations Lesson Overview Introduction The purpose of this section is to explain the process and detail the pr
42. itution Applicant Institution Inactive Maintained Decision Code Description Decision Acceptance Acceptance Rejection Application y Date User ID RR 1 a a D D Em WO eee O D o o o 0 O Y ANNO Y O Q O o o lgl IS C o m o O E o m o o o D SunGard 2004 2005 General Student Page 42 Section C Day to Day Operations Lesson Creating a General Student Record Continued Procedure Follow these steps to create a General Student record Note A student s application information must exist or be entered on the Admissions Application Form SAAADMS to use this form Action Access the Admissions Decision Form SAADCRV Click the down arrow next to the ID field Enter a few characters of a last name with the wildcard at the end in the Last Name field to perform a query Perform an Execute Query function 5 Scroll through the list of names to find your student created and used during the EN Admissions Training N Double click in the ID field to return that student to SAADCRV Note Make a note of the student s name and ID because they will be used in future lessons Each participant must pick a unique student 7 Select a term in the Term field Select a decision code in the Decision Code field 10 Click the Save icon 8 Perform a Next Block function Note You will see the message Note Student record created for admissions entry term 11 Click the OK button Note You will see
43. itutions to track students by sport code status code eligibility code and term Status and Eligibility are optional fields Comments may also be associated with a student s sport code These comments are maintained in the Comments information of the Student Sport Form The person must be defined as a student for a term that is encompassed by the effective term range on the General Student Form SGASTDN Note There are three validation forms used with the Student Sport Form STVACTC STVSPST and STVELIG SCT Banner Form 1D aoo0z9554 7 Student Alex P Term 200710 7 Student Sport Athletic Eligible Aid Activity Date 2 D z 5 Sport Code Description H E E Footbal Team Ed a mamm ees C LJ ee oO E o een BT LI LJ o A D i O A oO O o AAA O CJ E Comments SunGard 2004 2005 General Student Page 69 Section C Day to Day Operations Lesson Maintaining Sports Records Continued Procedure Follow these steps to complete the process Access the Student Sport Form SGASPRT 2 Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student 6 Select an eligibility code in the Eligible field O Z o o Click the Athletic Aid checkbox Note If the Athletic Aid checkbox is checked then the value of the Athletic Aid Indicator on the Student Right To
44. ment Type Code Validation Form STVCMTT to create update insert and delete comment types and their respective codes i e General Comment Special Needs or Added via ACT Tape This form is used by other forms to validate the comment types You can only create or update the comment types from this form SCT Banner Form za Comment Type Code Validation STYCMTT 7 0 s4b70 Description Activity Date General Comment amer added via ATP Tape 29 APR 1987 Special Needs 29 aPR 1987 Intramurals 12 FEB 1988 Sorority 29 apr 1987 Debate Club 29 apr 1987 athletic Scholarship 29 APR 1987 added via Fin Aid CSS Tape 10 auG 1987 Requested Campus Housing 10 auG 1987 internet Access 02 AUG 2004 oO o a ki AAA RRE Lol tal tz Niro pr pe EN 1 Procedure Follow these steps to complete the process Access the Comment Type Code Validation Form STVCMTT Enter a three digit comment type code in the Code field Enter a description of the code in the Description field Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 28 Section B Set Up Lesson Employer Code Validation Purpose Use the Employer Code Validation Form STVEMPL to maintain employer codes which represent the employer s name address and phone number Other forms use this form to validate this employer information You may only create or upda
45. n Form Validation Validation O SunGard 2004 2005 General Student Page 84 Section D Reference Lesson Setup Forms and Where Used Continued Setup Forms continued Set Up Form Day to Day Form s Employer Code Validation STVEMPL Cooperative Education Form SGACOOP SunGard 2004 2005 General Student Page 85 Section D Reference Lesson Day to Day Forms and Setup Needed Guide Use this table as a guide to the day to day forms and the setup forms needed for each Day to Day Form Setup Forms Needed Admissions Decision Form SAADCRV e General Person Identification Form SPAIDEN Admissions Application Form SAAADMS Degree Level Code Validation STVDLEV Student Status Code Validation STVSTST Student Type Code Validation STVSTYP Communication Plan Code Validation STVCPLN Quick Entry Form SAAQUIK e See above e Quick Entry Rules Form SAAQKER SunGard 2004 2005 General Student Page 86 Section D Reference Lesson Day to Day Forms and Setup Needed Continued Procedure continued Day to Day Form Setup Forms Needed General Student Form SGASTDN e Degree Level Code Validation STVDLEV e Student Status Code Validation STVSTST e Student Type Code Validation STVSTYP e Communication Plan Code Validation STVCPLN e Student Activity Code Validation STVACTC e Block Code Validation STVBLCK e Academic Standing Code Validation STVASTD e Combined Academic
46. nd is assessed the correct tuition and fees Flow diagram This flow chart highlights specifically what the General Student Module process would look like on a day to day basis m Veterans Administration Defines the Creates student ie students records Produces general Registrar student reports Academic Maintains and Records updates student J records SunGard 2004 2005 General Student Page 40 Section C Day to Day Operations Lesson Process Introduction Continued What happens The stages of the process are described in this table Description Registrar Defines general student validation tables and rules Creates Student records by offering a seat to the student and the student then accepting the seat Registrar Academic Records Veteran Admin Office Maintain and Update Student Records Produce General Student reports and run General Student related processes e g The Student Right to Know Report SGRKNOW Student Report SGRSTDN and the Veteran report SGRVETN Processes Hold Purge SGPHOLD General Student Purge SGPSTDN Cooperative Education Purge SGPCOOP Student Block Load Process SGPBLCK and Cohort Load Process SGRCHRT O SunGard 2004 2005 General Student Page 41 Section C Day to Day Operations Lesson Creating a General Student Record Purpose Information about a student is initially created when a decision is entered on the Admissions Decision Form SAADCRV which indicates that the
47. neral Student record SCT Banner Form a Academic Standing Code Validation STVASTD 7 0 s4b70 Standing DeanProb Proh Max EDI Voice Sys Code Description List Ind Reg Hours Eqv Msg Req Activity Date AD Academic Dismissal J vw 3 000 O 09 JUL 2004 J AT API Test Standing O 6 000 28 JUN 2004 Aw Academic Warning O RW 15 000 O 10 NOV 1994 Procedure Follow these steps to complete the process Click the Proh Reg checkbox if this code means that the student is prohibited from registering for additional courses Enter a number in the Max Hours field for which a student may enroll when under this academic standing code Enter a code in the EDI Eqv Equivalent field Note The EDI Eqv Equivalent field is used to assign the EDI SPEEDE ExPRESS academic standing code values to the institution s academic standing codes The EDI equivalent value will be used in the transmission of transcript information electronically via EDI These values are defined in the EDI SPEEDE ExPRESS Implementation Guide under data element 641 SunGard 2004 2005 General Student Page 17 Section B Set Up Lesson Academic Standing Code Validation Continued Procedure continued Enter a number in the Voice Msg field to assign a number to the recorded message that describes the academic standing code for telephone applications Click the System Required checkbox if this validation table record
48. ng Advisor Information Continued a Procedure continued Step Action 7 Click the Primary checkbox to indicate that this is the student s primary advisor 8 Click the Save icon 9 Click the Exit icon SunGard 2004 2005 General Student Page 56 Section C Day to Day Operations Lesson Entering Additional Student Information Purpose The Additional Student Information Form SGASADD maintains cohort codes as well as attributes which are assigned to the student by effective term The cohort information records and attributes can be created manually on this form or may be rolled from the Admissions module upon creating the student record The person must be defined as a student for a term that is encompassed by the effective term range for that student on the General Student Form SGASTDN SCT Banner Form 8 Additional Student Informatio GASADD 7 0 10 EEN 7 Student Alex P Term 200630 sl Student Cohort From Term Maintenance To Term E Cohort Code Description Inactive Reason E le EE E Ee L E E H Le E o E E o C E Student Attribute From Term Maintenance To Term Attribute Code Description E OU C C p Procedure Follow these steps to add cohorts and attributes for E student Access the Additional Student Information Form SGASADD Enter the ID of the student in the ID field Note If you have forgotten t
49. nt Activity Code Validation Purpose Use the Student Activity Code Validation Form STVACTC to create update insert and delete activity codes This form is used by other forms to validate activity codes Debate Club Swim Team ROTC etc You may only create or update activity codes from this form The Code field is validated against the Activity Category Validation Form STVACCG and the Type field is validated against the Activity Type Validation Form STVACTP Notes All activity codes which are for sports and should be able to be added on the Student Sport Form SGASPRT must have a type code of SPRTS This type code is a system required code on the Activity Type Validation Form STVACTP Use a code of UNASSIGN for collector table processing with the Print Detail Report Indicator parameter of the Student Right to Know Report SGRKNOW Warning All SCT Banner systems share this validation form You should coordinate with other SCT Banner system users at your institution when deciding what codes are used on this form SCT Banner Form ga Student Activity Code Validation STYACTC 7 0 s4b70 Code Description Category Activity Date lt e o 030 Alumni Board Member 040 Past Presidents Council aso Memorial Scholarship Committee Friends of the Library Friends of the Museum Gallery Patrons Committee Board of Visitors Alumni Admissions Rep 101 Debate Club Sorority 130 Football Team SPRTS
50. oal of this workbook is to provide you with the knowledge and practice to create and modify student records This workbook is divided into four sections Introduction Set Up Day to day Operations Reference Intended audience Personnel responsible for creating and modifying current student information Objectives At the completion of this course you will be able to create and modify current information for students change a student s major change a student s residency change a student type enter information on career choice add advisors add activities add veteran information enter student classifications enter cooperative information enter Student Right to Know information Prerequisites To complete this workbook you should have e completed the SCT Education Practices computer based training CBT tutorial SCT Banner 7 Fundamentals or have equivalent experience navigating in the SCT Banner system completed the Curriculum Advising and Program Plan training workbook administrative rights to create the rules and set the validation codes in SCT Banner SunGard 2004 2005 General Student Page 1 Section A Introduction Lesson Overview Continued Section contents OVNI Wisin 1 Process Introduction oooocnccnnccnononnnnnncnnnnnnononenenoconnnnononnnnnoronocnononnnnanocrrocnnnonnnnaneronocnnnonananiciness 3 o ieee rT mene re ere le Spree Ee 5 SunGard 2004 2005 General Student Page 2
51. ocedures to use the General Student Module Intended audience Personnel responsible for creating and modifying current student information entering student classification cooperative information and Student Right to Know information Objectives At the end of this section you will be able to create a general student record change a major and add a minor process a leave of absence request enter veteran information add or change advisor information enter additional student information enter cooperative education information view a student s information enter guardian information maintain sports records maintain and monitor Student Right to Know reporting perform purge processes Prerequisites To complete this section you should have e completed the SCT Education Practices computer based training CBT tutorial SCT Banner 7 Fundamentals or have equivalent experience navigating in the SCT Banner system completed the Curriculum Advising and Program Plan training workbook e completed the General Person training workbook You will also need to ensure that the rules and validation codes in SCT Banner needed for the General Student module and the Curriculum Advising and Program Plan CAPP module have been set up for you SunGard 2004 2005 General Student Page 38 Section C Day to Day Operations Lesson Overview Continued Section contents OVEIVIEW ee 38 Process is eenegen 40 Creating a General S
52. orms used in this workbook The Owner column may be used as a way to designate the individual s responsible for maintaining a form Validation STVADVR Advisor Type Code Validation STVVETC Veteran Type Code Validation Po SunGard 2004 2005 General Student Page 89 Release Date This workbook was last updated on 05 01 2005
53. ral Student Page 25 Section B Set Up Lesson Contact Type Code Validation Continued Procedure continued Step Action 5 Click the Exit icon O SunGard 2004 2005 General Student Page 26 Section B Set Up Lesson Appointment Result Code Validation Purpose Use the Appointment Result Code Validation Form STVRSLT to create update insert and delete appointment result codes such as Attended Interview Did Not Attend Interview Late to Interview Note The Prospect Information Form SRARECR and the Person Appointments Contacts Form SOAAPPT use this form to validate the recruiting appointment result codes You can only create and update these codes from this form SCT Banner Form ES Appointment Result Code Validation STVRSLT 7 0 s4b70 Generate Code Description Contact Activity Date ATTN Attended pd 06 Jan 1995 NOSH Did Not Attend o E PE E a Procedure Follow these steps to complete the process Access the Appointment Result Code Validation Form STVRSLT Enter a four character appointment result code in the Code field Enter a description of the code in the Description field Click the Generate Contact checkbox to generate follow up contact material 6 Click the Save icon Click the Exit icon SunGard 2004 2005 General Student Page 27 Section B Set Up Lesson Comment Type Code Validation Purpose You can use the Com
54. ral Student Page 24 Section B Set Up Lesson Contact Type Code Validation Purpose Use the Contact Type Code Validation Form STVCTYP to create update insert and delete recruiting contact type codes i e Campus Visit College Night or Merit List Letter etc Note Several forms in the Recruiting module and the Interface Validation Form STVINFC use this form to validate recruiting contact type codes You may only create or update these codes from this form SCT Banner Form za Contact Type Code Validation STYCTYP 7 0 s4b70 Code Description Activity Date Campus visit osas Si College Night 30 AUG 2004 fens Counselor vist 25fMAR 1987 bu Dean s List Letter 29 APR 1987 FAL CSS Profile FA Application 02 AUG 2004 Faz EDE FA Application oz auc z004 ruc Follow up Letter 29 APR 1987 INP in person es MAR 1987 km ei O peau MLL Merit List Letter oam Por Univ Pres Greeting Letter 22 MAY 1987 PR PocketRecruiter Event 06 ocT 2004 TAP Test Score Tape 09 OCT 1987 WEB Web Contact 30 JUN 2004 Procedure Follow these steps to complete the process Action Access the Contact Type Code Validation Form STVCTYP 2 Entera three character contact type code in the Code field Enter a description of the code in the Description field Click the Save icon O SunGard 2004 2005 Gene
55. rate 50 04 JAN 1995 la Less than Associate fio 04 JAN 1995 ma Master lao 04 JAN 1995 or other ls 03 JAN 1995 un Unknown IT 03 JAN 1995 ez T E Procedure Follow these steps to complete the process Enter a number in the Numeric Value field Note The Numeric Value field is used to determine a ranking value for the degree level which is used in the Cohorts and Student Right to Know tracking processes The numeric value should be established with the lowest degree level having the lowest value and the highest degree level having the highest value Repeat steps 2 4 to add more degree codes 6 Click the Save icon Click the Exit icon O SunGard 2004 2005 General Student Page 8 Section B Set Up Lesson Cohort Code Validation Purpose You can use the Cohort Code Validation Form STVCHRT to create update insert and delete cohort codes used in the Recruiting Admissions General Student and Academic History modules These codes represent a cohort grouping assigned to students based on user defined criteria These codes provide a tracking mechanism for Student Right to Know reporting You may only create or update cohort codes from this form SCT Bamner Form a Cohort Code Validation STVCHRT 7 0 s4b70 Cohort Start End Degree Print Activity Code Description Term SCH EN Indicator Date E 0310FRUG Unit test gen O310FRUG o 9510UGFR 199510 New Un
56. rt to a table for on line viewing and to enable the saving of the report to a shared folder on a designated network drive Enter these parameter values Parameter Description Process Term Enter the term that you want to process Purge Option Enter a date in DD MM YYYY format Effective Term Enter a term for which you want this process to be effective Activity Date Enter Y for Yes or N for No Purge High Enter Y for Yes or N for No School Information Purge Prior Enter Y for Yes or N for No College Information Purge Guardian Enter Y for Yes or N for No Information Purge Test Enter Y for Yes or N for No Score Information Purge Hold Enter Y for Yes or N for No Run Mode Enter A for audit mode or U for update mode Click the Save Parameter Set as checkbox Enter a name and description in the Name and Description fields Click the Submit radio button Click the Save icon to execute the report Result The Auto hint line displays the job submission number for the report log and list file 8 Select Review Output on the Options menu to review the report 9 ClicktheExiticon see Click the Exit icon O Suntiand AOS O General Student 2004 2005 General Student Page 76 Section C Day to Day Operations Lesson Performing Purge Processes Continued Jump to 00 Purpose The Hold Purge Process SGPHOLD purges all expired holds based on the user specified parameters of e
57. t Summary SGASTDQ ID aoo029554 gt Student Alex P Term 200630 7 From To Student Student Catalog Term Term Status Type Residence Program Term Level Degree College Campus Major 1 Department e GO HM E Il i x Kabel Ez Academic Standing Code Progress Evaluation Combined Academic Standing Academic Standing Term Ez Code ICH Code IS Academic Standing Override Code E m Override Code e Override Code HM Academic Standing Override Term MO Override Term 7 Override Term MO Academic Standing Code Progress Evaluation Combined Academic Standing Academic Standing Term Code IT Code 2 Academic Standing Override Code ea Override Code Override Code Academic Standing Override Term Override Term Override Term EEE Gir Academic Standing Code O Progress Evaluation Combined Academic Standing Academic Standing Term Code ica Code Academic Standing Override Code O Override Code Override Code Academic Standing Override Term Override Term Override Term O SunGard 2004 2005 Page 63 General Student Section C Day to Day Operations Lesson Viewing a Student s Information Continued Procedure Follow these steps to view your student s information Action Access the General Student Summary Form SGASTDQ Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student En
58. te these codes from this form Note When a valid ZIP or postal code is selected from the ZIP Postal Code Validation Form GTVZIPC and entered in the ZIP PC field the combination of City State Province and Nation information which exists in GTVZIPC will default into the appropriate fields The related information does not default in when the ZIP Postal Code is entered manually SCT Banner Form ES Employer Code Validation STYEMPL 7 0 s4b70 Code foooo Sungard SCT Activity Date Street Line 1 la Country view Road Street Line 2 AAA Street Line 3 City Malvern State or Province ra ei Pennsylvania ZIP or Postal Code fass e Nation 157 United States of America Phone 5781000 Procedure Follow these steps to complete the process 5 Enter the city in the City field 6 Select the state or province code in the State or Province field Enter 57 in the Nation field for the United States of America O SunGard 2004 2005 General Student Page 29 Section B Set Up Lesson Class Code Validation Purpose Use the Class Code Validation Form STVCLAS to create update insert and delete class codes Examples Freshmen Sophomore First Year Law Professional etc SCT Banner Form za Class Code Validation STYCLAS 7 0 s4b70 Class Code Description EDI Eqy LMSEqv Activity Date FirstYear e a Second Year m 03 JAN 1995 oa Fourth Year IT os ram 199s f1 rear 1
59. ter a term in the Term field Note The query will return information for the term you entered plus any previous terms that contain information for this student Perform a Next Block function Use the scroll bar to review the student record Select Detailed Student Information from the Options menu to access the General Student Form SGASTDN Click the Exit icon to return to the General Student Summary Form SGASTDO Click the Exit icon O SunGard 2004 2005 General Student Page 64 Section C Day to Day Operations Lesson Entering Guardian Information Purpose To enter guardian information you must first enter the guardian on the General Person Identification Form SPAIDEN then assign the guardian to a student using the Guardian Information Form SOAFOLK SCT Banner Form General Person Identification SPAIDEN 7 0 s4b70 m El Generate ID Altemate Identification Address Telephone Biographical E mail Emergency Contact ID Name Type Co Person ID and Name Source Last Name m Last Update First Name GE Middle Name User Prefix Activity Date Suffix Origin Preferred First Name Full Legal Name IT Original Creation Non Person User Create Date Name I Procedure Follow these steps to complete the process 6 Entera date in the From Date ch 8 Inter an address in the Street Line 1 ch Enter a ci
60. tional Information Residence RE In state Resident Site M Fee Assessment Rate tocar Local Resident Session DO Class FR Freshman Block Full or Part Time D FULL Citizenship Citizen Curricula Summary Primary Priority Catalog Term Level ue Undergraduate College College of Arts amp Sciences Term Program Ba ENGL Campus NM Main Degree Bachelor of Arts Field of Study Summary Priority Type Department English Term Field of Study ENGL English Attached to Major prorty me Department Term z Field of Study Attached to Major SunGard 2004 2005 General Student Page 48 Section C Day to Day Operations Lesson Changing a Major and Adding a Minor Continued Procedure Follow these steps to complete the process of changing a major and adding a minor for the student created in the previous exercises Note It is important to ensure that the major a student is being changed to is valid for the Program that the student is in Step Action 1 1 Access the General Student Form SGASTDN Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student 6 Click the down arrow in the New Term Dech Create New Effective Term from the Options List 8 Click the down arrow in the New Term field again Select List of Terms from the Options List Double click on a term to return a term to the New Term field 11
61. tions Lesson Entering Veteran Information Purpose The General Student Form SGASTDN is used to maintain current and historical information about a student The Veteran Information window is used to maintain veteran information SCT Bamner Form Learner Curricula Activities Academic and Graduation Status Dual Degree Miscellaneous Veteran Certification Information Certification EE Type Description Term Credit Hours Certification Date Roe m 24 000 mag B B B lA Q B B M Fee ES B z a Q ES O l Procedure Follow these steps to complete the process Access the General Student Form SGASTDN Enter the ID of your student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student 3 Select a term in the Term field 5 Select the Veteran tab o o O 7 _ Select a term in the Term field O O S 3 i ECH am i O7 8 SunGard 2004 2005 General Student Page 53 4 Section C Day to Day Operations Lesson Entering Veteran Information Continued Procedure continued Step Action 9 Enter a date in DD MM Y Y Y Y format in the Certification Date field 10 Click the Save icon 11 Click the Exit icon O SunGard 2004 2005 General Student Page 54 Section C Day to Day Operations Lesson Adding or Changing Advisor Information f
62. trademarks or registered trademarks of their respective holders Table of Contents Section A Introducir arar 1 RE 1 Prugess Introducir ida 3 dai e 5 Section Bi Set Una 6 Eeer 6 Degree Level Code Validation nia henares innatas 8 Cohort Code Y aU ANION osado id tia 9 Coltrort Reason Cade Valida ii 10 Student Activity Code Validation sessseeeseeeesseesseesseessetrsseesseessenssesssetesseeesseesseesseesseeesseee 11 Student Status Code Valida 13 Student Type Code Validation viseccsssssccssesessastansaezuiasecwedassnesaesasntcassascevendaseoennsaasavenvasssousesaasends 14 Bl ck CGS VY ALAM EE 16 Academic Standing Code Validation ssc csscceessenicoespieeessoanea rode aie eee soups areas 17 Combined Academic Standing Code Valtdaon 19 Progress Evaluation Create cies ssnincscisuninscsaanesoindvsaserdwdnctetunstahadteassounedncnsusdedsepsivedses 20 Communication Plan Validati n ege eet 21 Veteran Type Code Validation E 22 Adyisor PE VAIO a daa 23 Student Attribute Validation iii 24 Contact Type Code Validation rta 25 Appointment Result Code Valida 27 Comment Type Code Valida aii 28 Employer Code VO ia 29 Class Codo Valdano 30 student Classification EE eiert 32 Sports Status VA EE 34 Enable 35 SEIE CHECK seca ceca e A A A E A A A S 36 Answer Key for Self roo data 37 Section C Day to Day Operations sasccisccccicassoanasevccnndcvansessabverenncevennsaeencvensusdevesssivecsesceunvaessieeee 38 OEI ia 38 Process OC ia 40 Creating a
63. tudent Classification Rules Purpose You can use the Student Classification Rules Form SGACLSR to establish the academic classification rules based on the range of hours entered and user defined student attributes The To Hours must be greater than the From Hours when creating a rule The Class Code Validation Form STVCLAS the Level Code Validation Form STVLEVL and the Attribute Validation Form STVATTR must be established prior to entering this form When attributes are maintained for a rule then the student must fall within the credit hour requirement and have the attribute code for the effective term on the Additional Student Information Form SGASADD Note Student classification rules must exist for students of all levels If classification rules do not exist for a certain level of students they will not be reported in the Unduplicated Headcount Report SFRHCNT SCT Banner Form 78 Student Classification Rules S a From Hours To Hours ie Description Activity Date y D er 000 99 000 fiz Year 1 Semester 2 19 JAN 1995 O er 000 99 000 fea Year 2 Semester 1 O er 000 99 000 fez Year 2 Semester 2 B uw 000 99 000 a First Year Law kw 99 001 199 000 ke Second Year Law 11 FEB 2004 ie 199 001 999 000 La Third Year Law 11 FEB 2004 BE weem wm eS IT us 28 000 58 990 so Sophomore 19 JAN 1995 D us 59 000 88 990 br Junior 19 JA
64. tudent Record sa sic iesessssesdussnevaansscnsenbaractiauatedsashvedsusnavacssanecadsvanctendantosacte 42 Creating a General Student Record Using the Quick Entry Form ooococcoccccconcccnoncninnncnnnnnccnanos 44 Changing a Major and Zoltan 48 Processing a Leave of Absence Request icscissisisvcsssstvscecastevessatnsecasasdecsesandaveave arenas Ee 51 Entering Veteran Ini Grim alli dd 53 Adding or Changing Advisor Information nta 55 Entering Additional Student Intformatpon nan nncnonnnnnns 57 Entering Cooperative Education Information ecscccesscecesceceseeeceeneeceeeeeeseeeesseeeenaeeees 59 Creating Communication Plan Information ccccceesceceeneeceeeeeceseeeceeneeceeeeceeeeeseeesnaeeeenas 61 Viewing a Student s Information E 63 Enerne Guardian Nomad 65 Maintaining Sports Records nin 69 Maintaining and Monitoring Student Right to Know Reporting ocoonnocccnoncccnonccononcnonancnnnno 71 Peron Purge Processes ce 75 A E 78 e e UE o 79 A swer Wey tor Self Ch id 81 SunGard 2004 2005 General Student Page 39 Section C Day to Day Operations Lesson Process Introduction Introduction The SCT Banner System requires that there be an Active General Student Record for the term before a student can register or be registered for courses and have tuition and fees assessed The validation tables and rules for the General Student Module are used by the system to ensure that the student is registered into the correct courses a
65. ty in the City field Enter a city in the City field Enter a state or province in the State or Province field O SunGard 2004 2005 General Student Page 65 Section C Day to Day Operations Lesson Entering Guardian Information Continued Procedure continued Step Action 11 Enter a zip or postal code in the Zip or Postal Code field 12 Select a telephone type in the Telephone Type field 13 Enter telephone number in the Telephone field 14 Click the Save icon 15 Write down the ID number of the guardian 16 Click the Exit icon O SunGard 2004 2005 General Student Page 66 Section C Day to Day Operations Lesson Entering Guardian Information Continued SCT Banner Form a Guardian Information SOAFOLK 7 0 s4b70 ID an0029554 Student Alex P Middle Prefix Last Name First Name Initial Suffix O C Deceased Relationship O el Employer Degree a Title Address Type IT Tel From Date To Date Sequence Number Source EE Street Line 1 Street Line 2 a LI Street Line 3 INN E O City State or Province Zip or Postal Code County Nation Telephone Type Telephone a a C More Phone Numbers Exist Procedure Follow these steps to complete the process using the Guardian Information Form SOAFOLK Access the Guardian Information Form SOAFOLK Enter the student
66. umo to TOC Purpose The Multiple Advisors Form SGAADVR allows a student to be associated with an unlimited number of advisors for an effective term range It also allows the user to view a student s existing advisors for an effective term range Multiple advisors may be designated for any type of student not just graduate students A General Student record must exist to associate an advisor with a student The user must designate a primary advisor if multiple advisors exist If the primary advisor is deleted the secondary advisor defaults into the primary place SCT Banner Form 73 Multiple Advisors SGAADVR 7 1 ID l El Term E Advisor Information From Term Maintenance E To Term J ID Advisor Type Primary Indicator E E E C SR E a Procedure Follow these steps to complete the process of acme an advisor to your student s record Access the Multiple Advisors Form SGAADVR Enter the ID of the student in the ID field Note If you have forgotten the ID of your student click the down arrow to find your student Select a term in the Term field Select the down arrow in the ID field in the Advisor Information block Result The Faculty Advisor Query Form SIAIQRY opens 6 Selecta code in the Advisor Type field Z ooo O SunGard 2004 2005 General Student Page 55 Section C Day to Day Operations Lesson Adding or Changi
67. utput e Parameters validation criteria are defined for generating the General Student Job Submission processes and reports O SunGard 2004 2005 General Student Page 4 Section A Introduction Lesson Terminology Combined academic standing This user defined code is a combination of an academic standing code and a progress evaluation code Cohort A member of a group of students who have similar characteristics such as starting a program at the same time Communication Plan A set of rules designed to implement an institution s preferences regarding who should receive which materials and when those materials should be sent Materials can be generated letter or label or published department brochures Example All accepted high school students who apply for admissions into the Education program receive a letter acknowledging acceptance into both the university and the Education program However all accepted high school students who apply for admissions into the Nursing program receive a letter acknowledging acceptance into just the university and instructions for next steps on how to apply at a later time to the Nursing program Prospective nursing students also receive a Nursing program brochure along with their acceptance letter into the university Student Right to Know Act This legislation requires that an institution of higher education annually disclose information about its student body s completion and graduation r
68. ve the communication plan 40 Click the Return button 41 Click the Exit icon O SunGard 2004 2005 General Student Page 47 Section C Day to Day Operations Lesson Changing a Major and Adding a Minor Purpose The General Student Form SGASTDN is used to maintain current and historical information about a student The General Student Form also contains comments activities and veteran information This record may not be deleted if registration or academic history exists for the term or if associated sports records exist Use the Primary Curriculum window on the General Student Form SGASTDN to enter primary curriculum information for the student You may view lists of attached majors departments minors and concentrations by accessing the Help drop down menu and choosing the Help function from the corresponding Major Department Minor and Concentration fields in this window You may also double click in the field and select the appropriate choice from the Option List SCT Bamner Form a General Student SGASTDN 7 1 ID ao0029554 gt student Alex P Student Summary 7 Term 200710 7 META Curricula Activities Veteran Comments Academic and Graduation Status Dual Degree Miscellaneous General Learner New Term 200610 7 Fall 2005 2006 From Term To Term Student Status fas Active F Student Type la E 1st Time Freshman Addi
69. xpiration date activity date and hold type You can choose one of two options e Option 1 hold expiration date date must exist to be purged e Option 2 hold activity date Warning Only the Registrar should be permitted to run the process to purge all expired holds The purge process is run before the start of registration for the Fall Spring and Summer terms Procedure Follow these steps to complete the process Perform a Next Block function to navigate to the Parameter Values block Note The system will automatically populate the parameters Check the Save Parameter Set as checkbox Enter a name and description for your job parameters in the Name and Description fields Note Run the process in Update Mode Select the Submit radio button Click the Save icon Click the Exit icon Enter the appropriate values for each parameter in the Values column Note Use the Values Search icon to access tables with appropriate values SunGard 2004 2005 General Student Page 77 Section C Day to Day Operations Lesson Summary Let s review As a result of completing this workbook you have created a general student record changed a major and added a minor processed a leave of absence request entered veteran information added or changed advisor information entered additional student information entered cooperative education information created Communication Plan information viewed a student s information adde

General Student - Youngstown State University

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