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Banner Student CAPP 8.4 - College of Mount Saint Vincent

1. 2 002 052 ee eee 5 13 Create Compliance Requests a 0 eee ee ee ee 5 13 Copy Information from One Request to Another 4 4 5 16 Create Hardcopy Output Requests 0002 ee eee 5 17 Create Charges for Compliance Requests 0004 5 18 Create Charges for Hardcopy Output 2 002 000 5 20 Review Compliance Results Online 0 a ee ee eee 5 21 Purge Compliance Requests 2 a a 5 21 Use XML Compliance Output ao aoa 0020000202 eee 5 22 Compliance Reports and Processes 2022 0522 ee 5 31 Batch Compliance Process SMRBCMP 5 32 v Banner Student 8 4 April 2010 CAPP Handbook Contents Compliance Purge Process SMPCPRG 5 39 Program Compliance Report SMRCMPL 5 42 Compliance Hardcopy Output SMRCRLT 5 44 Chapter6 Adjustments OVGIVICW aeos Sk uate eee eS ee ee ee he ere ee ed 6 1 Requirements and Restrictions 2 0 0 0 a 6 3 Area and Group Attachment Adjustments 20 6 3 Changing Adjustments over Time 1 1 ee 6 4 Action Codes cs coer aea ee eee wee eae ee ewe PaO we 6 4 Adjustment Library Procedures 2 2 ee eee ee ees 6 5 Add Students to the Adjustment Library 2 20000 6 5 Delete Students from the Adjustment Library 0 4 6 6 Program Adjustment Procedures 2 602 e ee ee
2. Subj Crse Low Crse High Attr Req Credits ENGL 1005 3 00 ENGL 15 00 1000 4999 COMP 30 00 2 6 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts The above examples demonstrate the way in which reuse has been implemented in the compliance evaluation code However the course used above does not have four independent components It is instead one single entity and the subject course and each of its attributes are seen as merely a different alias for the same entity This additional understanding of reuse in compliance processing is called single entity reuse processing Single Entity Reuse Processing Single entity reuse processing disallows the use of any portion of the course by courseness or by attribute if any other portion of the course has already been used and reuse is not allowed When reuse is allowed it makes no difference whether the course is used first as the course or as one of its attributes the components of the course will all be treated as aliases of the same entity Because the components are all be treated as one entity only one set of reuse controls is needed and the course reuse flags on groups areas and program area attachments are used to control reuse processing when single entity reuse is in effect The attribute reuse flags are not used at all when single entity reuse is in effect A flag is used at the program level to specify that single entity reuse is to apply to the
3. Group Actn N CHM MJR RQ Y and CHM MJR EL AREA GROUP DETAIL Group CHM MJR RQ Chemistry Major Requirements The Chemistry major requires six courses CHEM 3310K 3422 3422L 4610 4711 and either CHEM 3510 or CHEM 3521 GROUP SUMMARY oa 48 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George ID A00034799 Request Number il NOT MET General Requirements NOT MET Course Attribute Requirements GROUP GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credits Courses Met Req Actl Reqd Actl Total Required N 9 00 6 3 Courses Used By Requirement Term Subj Crse Title 200420 CHEM 3510 Physical Chemistry 3 00 200320 CHEM 4610 Inorganic Chemistry 3 00 A 200420 CHEM 4711 Biochemistry 3 00 9 00 Group CHM MJR EL Chemistry Major Electives The Chemistry major also requires nine additional credits selected from CHEM 4712 4900 or any other upper division CHEM course i e 3000 4999 GROUP SUMMARY MET General Requirements MET Course Attribute Requirements GROUP GENERAL REQUIREMENTS Effective Term 000000 Source 0 gt Credits Courses Met Req Actl Reqd Actl Total Required y 9 00 9 00 4 Courses Used By Requirement Term Subj Crse Title 200220 CHEM 1212K Principles of Chemistry I 2 00 A 200210 CHEM 2422L Organic Chemistry II Lab 1 00 A 200310 CHEM 4410 Organic Medicinal Chemist 3 00 B 200420 CHEM 4611 Bonding and Structure 3 0
4. 2 Credits lt Courses Met Req Act Reqd Act Total Required Y 120 00 135 00 51 Req Institution Y 33 00 84 00 28 Last Number Inst Req Y 18 00 30 00 10 Out of Last Earned Y 30 00 30 00 10 Min GPA Y 2 00 3 46 PROGRAM NON COURSE REQUIREMENTS Effective Term 000000 Source 0 Yr Status Met Code Description Lm Cd Date Actn Advisor Name Originator Name Effective Term Effective Term Cmp Col Dept Subj Effective Term Release 7 1 0 1 Page 1 Print Date 21 NOV 2005 Print Type PRNTALL Martha Jones DOFS Dean of Students Martha Jones BA CHEM Bachelor of Arts Chemistry UG Undergraduate A Annandale AS College of Arts amp Sciences BA Bachelor of Arts 200620 Spring 2005 2006 CMSV Community Service AP 24 JUN 2005 MQP Major Qualifying Project AP 24 JUN 2005 Examination PROGRAM INCLUDED EXCLUDED LEVELS 000000 Source 0 Min Credits Courses Act Max Actl Actn 0 00 1 0 PROGRAM RESTRICTED SUBJECTS ATTRIBUTES 000000 Source 0 Course Crse Credits Courses Low High Attr Max Act Max Actl Actn ENGL 0000 0099 0 00 0 MATH 0000 0099 0 00 0 PROGRAM RESTRICTED GRADES Effective Term Credits 000000 Source 0 Courses Max Actl Actn 2 0 000000 Source A St Cr Description Lv Lv Dyn Actn 5 45 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George ID A00034799 Request Number il CORE UGB Un
5. When finished with the Area Restricted Grades window save your changes 10 If you want to attach courses or attributes to the area use the Area Course Attribute Attachment window Note If a group has been attached to an area you cannot also attach a course or attribute m See Attach Courses and or Attributes to Areas on page 4 17 for a complete procedure for attaching courses and or attributes When finished with the Area Course Attribute Attachment window save your changes 4 16 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 11 If groups have already been defined and you want to attach one or more to the area use the Area Group Attachment window Note If a course or attribute has been attached to an area you cannot also attach a group m See Attach Groups to Areas on page 4 18 of this chapter for a complete procedure for attaching groups When finished with the Area Group Attachment window save your changes 12 When the area is completely defined select the Active radio button in the General Requirements block of the main window 13 Save your changes Attach Courses and or Attributes to Areas You can attach specific courses course attributes and or student attributes to areas Note If groups have already been attached you cannot attach course attribute detail requirements You can either attach course attribute detail requirements or attach groups not both m If desi
6. 7 If desired clear the checkbox of any type of requirement that you do not want to copy 8 Select the Process Default button or perform a Duplicate Record function The system copies the selected requirements to your new area and redisplays the main window with the cursor in the key block 9 Goto the next block 4 20 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 10 Review the copied requirements and make any changes as desired 11 Save your changes Copy Part of an Area s Details to Another Area Each window on the Area Requirements Form SMAAREA allows you to copy the details associated with that window from one area to another The window cannot have any details defined for it or else this option cannot be performed 1 Access the Area Requirements Form SMAARBEA See the Online Help for detailed information about completing this form 2 Inthe Area field enter the code of the area If you enter an area code that is not defined on the Area Library Form SMAALIB the system displays a message with an option that opens SMAALIB so that the area can be added 3 Inthe Term field enter the code of the term for which the area is to be in effect 4 Go to the next block 5 Access the window associated with the details you want to copy For example if you want to copy restricted grades from one area to another access the Area Restricted Grades window 6 Access the Default XXX window where XXX r
7. Define Program Rules Use the Program Definitions Rules Form SMAPRLE to define program rules which are used in CAPP and in other modules in the Student System Details in the program rule tell the rest of the system for whom the program is intended and provide specific processing information 1 Access the Program Definitions Rules Form SMAPRLE See the Online Help for detailed information about completing this form 2 Insert a new record 3 Enter the program rule detail information See the Online Help for detailed information about completing SMAPRLE Note If you leave the Curriculum Dependent checkbox cleared and enter a student ID in the ID field the program will be curriculum independent and can be used only for the assigned student See Curriculum Independent Programs on page 1 4 for more information m 4 Save your changes Build Program Requirements from Scratch This procedure explains how to build a program s requirements from scratch where you need to define everything You would typically use this procedure for the first program you define when you begin to implement CAPP and for programs that have nothing in common with other programs 4 2 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP Once your first program is defined you can either copy it and change specific details as explained in Copy a Program s Requirements to Another Program on page 4 7 or create a
8. If you want to enter non course requirements such as an oral exam or community service use the Program Non Course Requirements window If desired you can copy non course requirements from an existing program To do this use the Default Program Non Course Requirements window Once the requirements are copied into this window you can change any of the details When finished with the Program Non Course Requirements window save your changes April 2010 Banner Student 8 4 4 3 CAPP Handbook Setting Up CAPP 8 Ifyou want to enter included or excluded course levels use the Program Additional Levels window If desired you can copy included or excluded course levels from an existing program To do this use the Default Additional Course Levels to Include Exclude window Once the additional levels are copied into this window you can change any of the details When finished with the Program Additional Levels window save your changes 9 Ifyou want to enter required attributes use the Program Required Attributes window If desired you can copy required attributes from an existing program To do this use the Default Program Required Attributes window Once the required attributes are copied into this window you can change any of the details When finished with the Program Required Attributes window save your changes 10 If you want to enter restricted subjects or attributes use the Program Restricted Subjects Attributes wi
9. 4 Go to the next block 5 Select the Inactive radio button 6 Save your changes Defining Areas An area is a subset of requirements within a program and is the connection between the program and the program s course attribute detail requirements You define an area for each major component of a program s requirements for example general education requirements major requirements and required electives When defining areas you can also define qualifiers which are used to specify characteristics the system uses to determine to which student the area applies Qualifiers are used for dynamic compliance and can only be used for non captive programs See Dynamic Compliance on page 1 6 for a complete discussion of qualifiers for dynamic compliance This section includes the following procedures e Add Areas to the Area Library on page 4 12 e Define Area Qualifiers on page 4 12 April 2010 Banner Student 8 4 4 11 CAPP Handbook Setting Up CAPP e Copy Area Qualifiers to Another Term on page 4 14 e Build Area Requirements from Scratch on page 4 15 e Attach Courses and or Attributes to Areas on page 4 17 e Attach Groups to Areas on page 4 18 e Copy an Area s Requirements to Another Area on page 4 20 e Copy Part of an Area s Details to Another Area on page 4 21 e Copy an Area s Details to A New Term Range on page 4 22 e Make an A
10. BRIT AMER RHET CWRT Modde Cortrols Tem Range 199510 200410 Modulesin Effect General Sudent Academic History CAPP Modde Controls Tem Range 200410 999999 Modulesin Effect Recruiting Fdmiss ons General Sudent Academic History CAPP Figure 13 Curriculum rule with concentration modifications The following procedure explains how to create multiple module control records The same principles apply to all of the windows of the Curriculum Rules Form SOACURR 1 Access the Curriculum Rules Form SOACURR 2 Execute a query to display the curriculum rule s you want to modify See Display Curriculum Rules on page 3 12 for instructions 3 Select the Module Control tab to go to the Module Control window The system displays the record for the most recent term range 4 Place cursor in the From Term field 5 Perform a Duplicate Record function 3 14 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules 6 Enter the code of the first term in the new range 7 Select the checkbox of each module that is to be active for the new range 8 Save your changes The system automatically inserts the beginning term code for the new range in the To Term field of the record for the old range The system also adds the message Multiple Effective Terms in the space between the From Term field and the To Term field 9 Inthe From Term field enter the beginning term code for the old range 10 Cle
11. 4 Go to the next block 5 Access the window associated with the details you want to copy For example if you want to copy required attributes from one program to another you would access the Program Required Attributes window 6 Access the Default XXX window where XXX represents the kind of details For example if you are copying required attributes you would access the Default Program Required Attributes window Note If any details have been defined in the window you will not be able to access the Default window m 7 Inthe Default From Program field enter the code of the program from which you want to copy program details 8 Inthe Program Rules Term field enter the code for the effective term of the program from which you want to copy program details 9 Select the Process Default button or perform a Duplicate Record function The system copies the selected details to your new program and redisplays the main window with the cursor in the key block 10 Review the copied details and make any changes as desired 11 Save your changes Copy a Program s Requirements to Another Term A program s information might need to be changed over time For example you might require a minimum of 124 credits for a program at one point in time but add an additional requirement so that the program requires at least 127 credits from that point in time on CAPP allows you to maintain the program s information for specific t
12. Figure 1 Figure 1 CAPP structure Programs are the highest level in CAPP and each program corresponds to a specific academic goal such as a degree diploma certificate or other goal defined by your institution Programs can have a set of general requirements such as e Minimum required number of courses and or credits e Minimum required courses and or credits in residency e Minimum GPA for the entire program e Minimum grade for any course used to fulfill a program requirement e Non course requirements such as a thesis or an internship e Required student attributes such as First Year Student or Achieved Senior Status Programs also have areas attached to them and each area has its own requirements In turn areas can have detail requirements such as specific courses or groups that have their own detail requirements See Chapter 4 Setting Up CAPP for a complete discussion of setting up programs areas and groups as well as all necessary procedures The basic structure of a program is illustrated in Figure 2 1 2 Banner Student 8 4 April 2010 CAPP Handbook Getting Started PROGRA M BA Ats amp Sciences Engish Program General Requirements ARE ARG ARE Engish Major Core Arts amp Sciences Requirements Requirements Becti ves Area Genera Area General Area Generd Requirements Requirements Requirements DETAILS DETAILS MATH 140 15 higi ENG 160 Courses HIST 102 GROUP GROUP Group Gener
13. PSYC 100 or SOC 110 The words and and or in the above requirement are your conditions Let s look at this one segment at a time To satisfy this requirement a student must take HIST 110 111 and 114 Using set and subset logic this statement could be translated as follows 2 10 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts SET SUBSET SUBJ COURSE Low A10 111 HIST 110 A10 111 HIST 111 A10 111 HIST 114 We have created a set of courses called A70 and three subsets called 777 The like subsets within a set are an implied and condition In this example you have created three like subsets of 111 so you are telling CAPP that the student must take the courses 110 111 and 114 Why did you name this set A70 and the subsets 771 The coding of sets and subsets is completely at your discretion You may have a meaningful coding system that works for you and will help you quickly tell sets apart There are however some guidelines for naming sets and subsets e Setis a character field up to three characters in length beginning with a letter e Subset is a numeric field three digits in length If you do not enter all three digits in a subset CAPP will insert leading zeros in the spaces you have left empty so that it can do a correct priority sort on your entries The compliance process sorts your entries and selects courses according to the following sort priority e Null entries ent
14. SMQSGCR as follows 1 1 Access Student Group Adjustments Form SMASGRP 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachments button 1 5 Place the cursor on the row for the attachment rule for which you want to enter text then select the Search button for the Rule field 1 6 Go to the next block 1 7 Place your cursor on the row for the rule detail attachment for which you want to enter text then select Text from the Options Menu If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting group requirements 3 Save your changes Adjust Group Course Attribute Exclusions for Rule Detail Attachments There might be cases where you need to exclude specific courses or attributes from satisfying a detail requirement For example there may be a range of courses that will satisfy a requirement but one or two courses in the range are not allowed Course attribute 6 42 Banner Student 8 4 April 2010 CAPP Handbook Adjustments exclusions will allow you to use the range for the requirement but to exclude the courses that should not apply Use the Student Group Adjustments Form SMASGRP to adjust course attribute exclusions for a rule detail attachment When you select the Course Attachments button in the main window o
15. Students with Grade of A for Specific Course from Used Course Section select F_GETSPRIDENID s smrcxml_pidm from smrcxml s where s smrcxml_xml existsNode SMRCRLT_XML AREA DETAILS DETAIL_REQUIREMENT DETAIL_REQUIREMENT_USED SMRDOUS_ROWSET SMRDOUS_SETLSMRDOUS_GRDE_CODE A and SMRDOUS_SUBJ_CODE CXML and SMRDOUS_CRSE_NUMB 2000 1 April 2010 Banner Student 8 4 5 27 CAPP Handbook Compliance Requests Students with Grade of F from Unused Course Section select F_GETSPRIDENID s smrcxml_pidm from smrcexml s where s smrcxml_xml existsNode SMRCRLT_XML SMRDOCN_ROWSET SMRDOCN_SET SMRDOCN_GRDE_CODE F 1 Students with Grade of F for Specific Course from Unused Course Section select F_GETSPRIDENID s smrcxml_pidm from smrcexml s where s smrcxml_xml existsNode SMRCRLT_XML SMRDOCN_ROWSET SMRDOCN_SET SMRDOCN_GRDE_CODE F and SMRDOCN_SUBJ_CODE CXML and SMRDOCN_CRSE_NUMB 2000 1 Female or Unknown Gender Students with Grade of F for Specific Course SELECT F_GETSPRIDENID s smrcxml_pidm FROM smrcxml s spbpers WHERE s smrcxml _xml existsNode SMRCRLT_XML SMRDOCN_ROWSET SMRDOCN_SETLE SMRDOCN_GRDE_CODE F and SMRDOCN_SUBJ_CODE CXML and SMRDOCN_CRSE_NUMB 2000 1 AND SPBPERS_PIDM s SMRCXML_PIDM AND SPBPERS_SEX F or SPBPERS_SEX is NULL Male or Unknown Gender Students that Have Not Taken Used Specific Course SELECT F_GETSPRIDENID s smrcxml_pidm FRO
16. are no student specific attributes then the set of attributes associated with the section in academic history are used The compliance process does not check schedule data for any courses that are already in academic history e Attributes associated with transfer courses are taken from those associated with the institutional equivalent courses articulated from the transfer work Attributes associated with transfer work still in transfer articulation are not considered by the compliance process e Attributes associated with in progress courses those not yet rolled to academic history are taken from data maintained for the section in the schedule module The compliance process does not look to catalog data for any attributes e Planned attributes are taken from data entered in the planned courses attributes window of SMARQCM and are associated only with that specific compliance request Compliance processing compares the program s requirements with the student s courses and attributes from any of the previously mentioned sources After the compliance process has been run for a request the request cannot be resubmitted for processing instead a new request must be generated 5 2 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Compliance results can be displayed using the following forms e The Compliance Results Inquiry Form SMICRLT displays overall results and acts as a guide through the other output forms You
17. area for example a set of requirements for which you want to define specific restrictions When you evaluate your overall program s requirements groups are usually readily identifiable For example within an area that defines the requirements for a major you might have certain core courses that are subject to tighter grade and or residency restrictions than those elective courses that apply to the major As such you might want to use one group for the major s core courses and another group for the major s elective courses April 2010 Banner Student 8 4 4 29 CAPP Handbook Setting Up CAPP This section includes the following procedures e Add Groups to the Group Library on page 4 30 e Build Group Requirements from Scratch on page 4 30 e Attach Courses and or Attributes to Groups on page 4 32 e Copy a Group s Requirements to Another Group on page 4 33 e Copy Part of a Group s Details to Another Group on page 4 34 e Copy a Group s Details to Another Term on page 4 35 e Make a Group Inactive on page 4 37 Add Groups to the Group Library Use the Group Library Form SMAGLIB to add a group to the group library for use in CAPP A group must be added to the library before its requirements can be defined on the Group Requirement Form SMAGROP and it can be attached to areas on the Area Requirements Form SMAAREA 1 Access the Group Library Form SMAGLIB Se
18. can be added 4 34 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 3 Inthe Term field enter the code of the term for which the group is to be in effect 4 Go to the next block 5 Access the window associated with the details you want to copy For example if you want to copy the text associated with the general requirements from one group to another access the Group Text window 6 Access the Default XXX window where XXX represents the kind of details For example if you are copying group text access the Default Group Text window Note If any details have been defined in the window you will not be able to access the Default window m 7 Inthe Default From Group field enter the group code from which you want to copy group details 8 Inthe Group Rule Term field enter the term code for the effective term of the area from which you want to copy group details 9 Select the Process Default button or perform a Duplicate Record function The system copies the selected details to your new group and redisplays the main window with the cursor in the key block 10 Review the copied details and make any changes as desired 11 Save your changes Copy a Group s Details to Another Term A group s details might need to be changed over time For example you might require a minimum of 12 credits for a group at one point in time but add an additional requirement so that the group requires at least 15 cred
19. e Enter new text e Modify existing text e Delete existing text 5 In the Print field for each line of text if desired enter the compliance print type associated with the line of text 6 Save your changes April 2010 Banner Student 8 4 6 35 CAPP Handbook Adjustments Adjust Group Restricted Grades 1 4 Access the Group Restricted Grades Adjustments window of the Student Group Adjustments Form SMASGRP If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the restricted grades from an area perform the following steps 2 1 Select Default Group Restricted Grades from the Options Menu 2 2 Complete the Default Restricted Grades window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting group requirements Save your changes Enter Text for Adjusted Group Restricted Grades 1 Access the Restricted Grade Comments window of the Student Group Adjustments Form SMASGRP Place the cursor on the line for which you want to enter text Select the Comments button for the Text field The system displays the Restricted Grade Comments window If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired Take any or all of the following actions in the Text field as desired
20. s Requirements to Another Area on page 4 20 or create a new area and copy parts of an existing one as explained in Copy Part of an Area s Details to Another Area on page 4 21 In general you can enter detail requirements in any order The following procedure presents them in the order they appear on the Options menu If you try to enter information in a window that is dependent on information being entered elsewhere first the system displays a message 1 Access the Area Requirements Form SMAARBEA See the Online Help for detailed information about completing this form 2 Inthe Area field enter the code of the area If you enter an area code that is not defined on the Area Library Form SMAALIB the system displays a message with an option that opens SMAALIB so that the area can be added 3 Inthe Term field enter the code of the term for which the area is to be in effect 4 Go to the next block 5 Inthe General Requirements block enter general requirements that apply to the whole area If desired you can copy general requirements from an existing area To do this use the Default Area General Requirements window Once the requirements are copied into the General Requirements block you can change any of the details When finished with the General Requirements block save your changes April 2010 Banner Student 8 4 4 15 CAPP Handbook Setting Up CAPP 6 If you want to associate text with the are
21. ECESCI Reuse of Courses and Attributes With multiple entity reuse each piece of the course is a separate entity and can be used independently For example if you had course MA 101 with attributes of MATH and April 2010 Banner Student 8 4 2 9 CAPP Handbook Common Concepts CALC the course could be used in one area as MA 101 and attribute CALC in another without reuse coming into play leaving the attribute of MATH as unused and available for other requirements With single entity attributes are like nicknames and are simply a different way of identifying the course Once you have used the above course referenced by its nickname or attribute of MATH the course MA 101 is used as is its other nickname CALC Any use after the first use of any part must be done according to availability based on reuse flags Refer to Reuse on page 2 2 for a complete discussion of reuse in CAPP Sets and Subsets A set is a collection of records A subset is a division within the set When you use set and subset these principles apply e Different sets are an and condition e Like subsets within a set are an and condition e Unlike subsets within a set are an or condition e Null sets subsets are required elements and are an implied and among all records with a null set subset The following example shows how to use sets and subsets To satisfy a requirement a student must take HIST 110 111 and 114 or ANTH 100 102 and
22. View Road Malvern Pennsylvania 19355 United States of America 800 522 4827 Customer Support Center Website http connect sungardhe com Documentation Feedback http education sungardhe com survey documentation html Distribution Services E mail Address distserv sungardhe com Revision History Log Publication Date Summary April 2010 New version that supports Banner Student 8 4 software wy Think Before You Print Contents LEL Chapter 1 Getting Started structure Of CAPP anca ka a a ee det ee ee we ee 1 2 Curriculum Independent Programs 2 2 0 0 2 eee ee ee 1 4 Captive Programs 2 2 a 1 4 Non Captive Programs aoaaa a 1 5 Dynamic Compliance 2 oea a a 1 6 Area LibratieS s a ace ak Boao Gee eye de dota ee lw Bem eed 1 8 Validation Forms Reference 2 000 2 eee eee ee ees 1 9 Setting Up a Sample Area and Program 2 2 208 1 15 Where to Go Next oa 6 26 ee doe paw ddoe Sie Be Be ed ee oe 1 23 Chapter 2 Common Concepts GONNECUOIrS ke 6 ani 6s ai Se Sh ES Ge es ee Bs a ae es ki SL ee we a 2 1 The And Connector o aoao a a a a a 2 1 The Or Connector aooo 0 a a a a a a 2 2 The None Connector a oa a a a a a a a 2 2 Rese 6s creda a a eR REE wae Be Oe dee we EE ee 2 2 Multiple Entity Reuse Processing 2 2 ee 2 6 Single Entity Reuse Processing 0 00 eee ee ees 2 7 Reuse of Courses and Attributes 2 a e a a a
23. apply the Core Requirements English Major and Arts amp Sciences Elective Areas to all students pursuing the goal of a BA in English in the College of Arts and Sciences It would also apply the requirements of the Computer Science Minor to only those with a declared minor in Computer Science The requirements of the Computer Science Minor area would also be applied to any students pursuing a BSN in Nursing or a BS in Accounting with a declared minor in Computer Science Validation Forms Reference Because the majority of the information processed by CAPP comes from other modules for example Recruiting Admissions General Student Registration and Academic History within the Banner Student system it is helpful to be familiar with the forms that need to be populated in order for you to define program requirements in CAPP The following list tells you what validation forms are called by each CAPP form April 2010 Banner Student 8 4 1 9 CAPP Handbook Getting Started Validation Form Application Functional Form STVACTN Action Code Validation SMASADJ Student Targets Waivers amp Substitutions Form oo SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form STVACYR Academic Year Validation SMAAREA Area Requirements Form aoe SMAGROP Group Requirements Form SMAPROG Program Requirements For
24. are specified as the curriculum source a student record must exist where the effective term code equals the value entered in the Process Term parameter Note If the program code entered in the secondary curriculum window of a general student record is the same as the one in the primary curriculum window the secondary curriculum data is treated as an extension of the primary curriculum However if the program code in the secondary curriculum is different from the one in the primary curriculum window the secondary curriculum data is ignored Therefore if a compliance evaluation is desired for the secondary curriculum program it must be requested manually through SMARQCM a e If Degree records are specified as the curriculum source a degree record must exist where the graduation term code equals the value entered in the Process Term parameter and the degree status code value equals one of the value s entered in the Degree Status Code parameter If multiple degree records that meet the Process Term and Degree Status Code parameters exist then multiple compliance requests are created and processed A Warning Unless the graduation term is populated in Degree records batch compliance will not select degree records for processing a Because the process term is also used as the compliance request evaluation term and cannot be set differently for different students the results of batch compliance might be slightly different than compliance
25. attachments One of your requirements says Fulfill the requirements of two out of these three groups You would not be able to define this requirements using area or group attachments alone You could define this requirement using sets and subsets but would need to define many different combinations to arrive at the desired results Example for area or group course attribute attachments One of your requirements says Take three courses in History American Studies Sociology or Psychology each in a different discipline If you used standard course attribute attachments you could define these requirements as a group but could not place a limit on exactly three courses and also could not enforce the each in a different discipline requirement You could define this requirement using sets and subsets but would need to define a lot of different combinations in order to arrive at the desired results You still would not be able to enforce the requirement for exactly three courses Using rules you can define these requirements exactly When an area or group is being set up if a value is entered in any of the Rule fields but the rule is not actually defined compliance results will show the rule value but the window for viewing the rule will not be accessible It is therefore important to define rules properly and not just enter a value in the Rule field April 2010 Banner Student 8 4 2 13 CAPP Handbook Common Conc
26. attribute attachment to take advantage of CAPP s capability for establishing relationships between records using and and or conditions You can also use set and subset values to specify the order in which CAPP evaluates records See Sets and Subsets on page 2 10 for more information about sets and subsets You can also define rules for a course attribute attachment See Rules on page 2 13 for more information about rules 1 Access the Group Requirements Form SMAGROP See the Online Help for detailed information about completing this form 2 Inthe Group field enter the group code 3 Inthe Term field enter the code of the term for which the group is to be in effect 4 Go to the next block 4 32 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 5 Access the Group Course Attribute Attachment window Note General requirements for the group must be defined before you can access the Group Course Attribute Attachment window a 6 If using set subset functionality enter the appropriate values in the Set and Subset fields 7 If defining a rule for the group attachment take the following steps 7 1 Enter a code for the rule in the Rule field 7 2 Save your changes 7 3 Access the Group Course Attribute Attachment Rules window and define the rule 7 4 Save your changes 7 5 Select the Return button to return to the Group Course Attribute Attachment window 8 Complete the rem
27. blocks on CAPP forms and so bypass WebCAPP rules You should no longer do this Using HTML tags could cause the XML used for compliance to be malformed and prevent compliance from running CAPP Handbook Compliance Requests April 2010 Compliance Reports and Processes This section covers the following reports and processes used for compliance requests e Batch Compliance Process SMRBCMP on page 5 32 e Compliance Purge Process SMPCPRG on page 5 39 e Program Compliance Report SMRCMPL on page 5 42 e Compliance Hardcopy Output SMRCRLT on page 5 44 5 31 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Batch Compliance Process SMRBCMP Description Compliance requests can be created and or processed in batch using the Batch Compliance Process SMRBCMP The process calls the smrcmjx jar Java process to produce XML compliance output Parameters for the process give instructions on the type of processing to be performed when Batch Compliance is run When run in Population Selection mode the parameters can be used to specify the source of the compliance curriculum and the intended recipient of the printed output Curriculum and field of study data is retrieved from the SORLCUR and SORLFOS tables for the two majors two departments two minors six concentrations level degree college campus catalog term term and curriculum rules Process Term Yes Used in report headings an
28. can copy the existing program s requirements to the new program then change the details that are different The program cannot have any requirements defined for it or else this option cannot be performed If desired you can also copy just the requirements in an individual window This procedure is covered in Copy Part of a Program s Details to Another Program on page 4 8 1 Access the Program Requirements Form SMAPROG See the Online Help for detailed information about completing this form 2 Inthe Program field enter the program code If you enter a program code that has not been defined on the Program Definitions Rules Form SMAPRLE the system displays a message with an option that opens SMAPRLE so that the program can be added 3 Inthe Term field enter the code of the term for which the program is to be in effect Do not go to the next block April 2010 Banner Student 8 4 4 7 CAPP Handbook Setting Up CAPP 4 Access the Default All Program Detail window Note If any requirements have been defined for the program code and term you specify you will not be able to access this window If requirements have been defined and you want to delete them so that you can copy you must delete them using the Record Remove function m 5 Inthe Default From Program field enter the code of the program from which you want to copy program requirements 6 Inthe Program Rules Term field enter the code for the effec
29. change them if desired 6 18 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 2 If you want to copy the additional level details from an area perform the following steps 2 1 Select Default Include Exclude Course Level from the Options Menu 2 2 Complete the Default Additional Course Levels to Include Exclude window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting area requirements 4 Save your changes Adjust Area Restricted Subjects Attributes i Access the Restricted Subjects Attributes window of the Student Area Adjustments Form SMASARA If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the restricted subjects attributes from an area perform the following steps 2 1 Select Default Restricted Subjects Attribute from the Options Menu 2 2 Complete the Default Restricted Subjects Attributes window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting area requirements 4 Save your changes Enter Text for Adjusted Area Restricted Subjects Attributes Access the Restricted Subjects Attributes window of the Student Area Adjustments Form SMASARA Place the cursor on the line for which you want to enter text Select the Comments button for the Text field The syste
30. data is used whether the request is created from SMARQCM SMRBCMP or in Self Service The compliance process pulls the curriculum data from the request and does not refer back to concurrent curriculum data Purge Output Data The Compliance Purge Process SMPCPRG purges XML compliance output data from the SMRCXML table The Compliance Request Activity Form SMACACT purges data from the SMRCXML table when records are marked for deletion 5 26 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Technical Information This section discusses some of the technical elements used with XML compliance output The following topics are included e Sample SMRCXML Table Queries e Compliance Data Items e Remove Hyperlinks in Text Sample SMRCXML Table Queries The Compliance XML Output Table SMRCXML is used to collect and store XML compliance output Here are some sample queries you can perform against the SMRCXML table Length of XML select dbms_lob getlength xmltype getclobval smrcxml_xm from smrcxml Areas from XML select smrcxml_pidm s smrcxml_xml extract SMRCRLT_XML AREA SMBAOGN_ROWSET SMBAOGN_SET SMBAOGN_AREA text getStringVal from smrcxml s Students with Grade of A from Used Course Section select s smrcxml_pidm from smrcxml s where s smrcxml_xml existsNode SMRCRLT_XML AREA DETAILS DETAIL_REQUIREMENT DETAIL_REQUIREMENT_USED SMRDOUS_ROWSET SMRDOUS_SET SMRDOUS_GRDE_CODE A 1
31. e Copy Information from One Request to Another on page 5 16 e Create Hardcopy Output Requests on page 5 17 e Create Charges for Compliance Requests on page 5 18 e Create Charges for Hardcopy Output on page 5 20 e Review Compliance Results Online on page 5 21 e Purge Compliance Requests on page 5 21 e Use XML Compliance Output on page 5 22 Create Compliance Requests You use the Compliance Request Management Form SMARQCM to generate compliance requests At a minimum you must complete the main window and the Compliance Curriculum window You can also enter information about planned courses and or request hardcopy output 1 Access the Compliance Request Management Form SMARQCM 2 Create a new record April 2010 Banner Student 8 4 5 13 CAPP Handbook Compliance Requests 3 In the main window enter the fields necessary to define your compliance request At a minimum you must enter the evaluation term If default values are displayed in any of the fields you can change them if desired Note Some fields may become required or not allowed based on the information entered in other fields a 4 Go to the Compliance Curriculum window 5 Enter the curriculum information for your compliance request At a minimum you must enter data in the following fields Program Catalog Term Level College Degree Major 1 If desired you can copy curriculum i
32. enter the code of the program s in which the waiver is valid 14 3 Save your changes Adjust Course Substitutions ik 10 11 Access the Student Adjustment for Targets Waivers amp Substitutions Form SMASADJ In the ID field enter the ID of the student for whom you want to display or maintain student adjustments In the Term field enter the effective term for the adjustments Go to the next block If you enter a student ID that has not been added to the student adjustment library the system displays a message with an option that opens the Student Adjustment Library Form SMASLIB so that the student can be added Select the Substitutions button to access the Waivers window In the Requirements Subject field enter the subject code of the course defined in the original requirement In the Requirements Course field enter the course number of the course defined in the original requirement If the original requirement includes an attribute and the portion of the requirement is also to be substituted enter the attribute code in the Requirements Attribute field In the Substitutions Subject field enter the subject code of the course that will be substituted for the original requirement In the Substitutions Course field enter the course number of the course that will be substituted for the original requirement If the requirement includes an attribute and the portion of the requirement is also to be subst
33. from satisfying a detail requirement For example there may be a range of courses that will satisfy a requirement but one or two courses in the range are not allowed Course attribute exclusions allow you to use the range for the requirement while excluding the courses that should not apply Use the Student Area Adjustments Form SMASARA to enter course attribute exclusions for an attachment adjustment When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment April 2010 Banner Student 8 4 6 25 CAPP Handbook Adjustments Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the Course Attribute Exclusions window of the Area Course Attribute Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachment button 1 5 Place the cursor on the row for which you want to enter exclusions then select Exclusions from the Options Menu If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting area requirements 3 Save your changes Define Rules for Area Course Attribute A
34. in the processing Thus even if each detail line is minimally satisfied but the umbrella requires more credits or course than have been applied to the detail lines the overall rule will not be satisfied For example a rule umbrella might require 15 credits and that three out of four conditions be satisfied However even if three of the four detail lines in the detail line section have one course the minimal requirement for each detail line applied to them the overall total of 15 credits might still not be satisfied The rule detail line section contains course and attribute attachment requirements to support the required items in the umbrella It is the presence or absence of per condition information that determines whether list processing or Boolean logic drives the detail line processing List Processing If values are entered in any of the per condition fields such as required credits courses per condition or maximum credits courses per condition the requirements defined in detail line section are considered to be lists or sub lists of possibilities e Different values in the Set field denote different conditions Entries with the same set and subset values are considered one list 2 14 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts e Different subsets for a given set are considered sub lists and per condition information must be satisfied from one sub list e The condition is counted when per condition re
35. listed and the area code and description are displayed e The required credits courses and minimum GPA from the area s general requirements are displayed if the area includes any of these items in its general requirements e Detail requirements for the area are displayed if the Print Indicator for the area is set to Print Everything on the Area Library Form SMAALIB If the Print Indicator is not set to Print Everything for the area no detail requirements are displayed For example you might have an area in which a minimum GPA is required and the only thing you want to communicate to the student is whether the GPA requirement has been met or not Setting the Print Indicator to Print Nothing for the area will suppress the display of the detail requirements for the area After viewing the results of the prerequisite evaluation the student can do any of the following e Use the Menu button to return to the Registration Menu e Use the Exit button to exit from Student Self Service e Use the Return button or the Add Drop link to return to the Add Drop Classes page Defining Groups A group is a subset of requirements within an area Groups are not a required component of an area whether or not you use them depends on the requirements of each area You can attach either groups or individual course attribute detail requirements to an area You use groups when there is a clearly definable subset of course attribute requirements within an
36. new program and copy parts of an existing one as explained in Copy Part of a Program s Details to Another Program on page 4 8 In general you can enter detail requirements in any order The following procedure presents them in the order they appear on the Options menu If you try to enter information in a window that is dependent on information being entered elsewhere first the system displays a message 1 Access the Program Requirements Form SMAPROG See the Online Help for detailed information about completing this form In the Program field enter the program code If you enter a program code that has not been defined on the Program Definition Rules Form SMAPRLEB the system displays a message with an option that opens SMAPRLE so that the program can be added In the Term field enter the code of the term for which the program is to be in effect Go to the next block In the General Requirements block enter general requirements that apply to the whole program If desired you can copy general requirements from an existing program To do this use the Default Program General Requirements window Once the requirements are copied into the General Requirements block you can change any of the details When finished with the General Requirements block save your changes If you want to associate text with the program use the Program Text window When finished with the Program Text window save your changes
37. or modify the values in the fields for which you are adjusting group requirements Save your changes 6 34 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Adjust Group Restricted Subjects Attributes 1 Access the Group Restricted Subject Attribute Adjustments window of the Student Group Adjustments Form SMASGRP If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Ifyou want to copy the restricted subjects attributes from a group perform the following steps 2 1 Select Default Group Restricted Subject Attributes from the Options Menu 2 2 Complete the Default Restricted Subjects Attributes window 2 3 Select the Process Default button 3 Enter or modify the values in the fields for which you are adjusting group requirements 4 Save your changes Enter Text for Adjusted Group Restricted Subjects Attributes 1 Access the Group Restricted Subject Attribute Adjustments window of the Student Group Adjustments Form SMASGRP 2 Place the cursor on the line for which you want to enter text 3 Select the Comments button for the Text field The system displays the Restricted Subject Attribute Comments window If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 4 Take any or all of the following actions in the Text field as desired
38. program When the flag is not set multiple entity reuse will continue to function as described above and both sets of reuse flags will be used The following are some examples of how single entity reuse processing will provide different results from multiple entity reuse processing Example 1 e Area GENED requires among other things that a student complete ENGL 1005 and ENGL 1006 The area s reuse flags are Out Out e Area COMPETENCY requires among other things that a student complete 12 00 credits in courses which have the attribute WRIT Writing Intensive The area s reuse flags are Both Both e A student has taken ENGL 1005 and the course has the attributes WRIT Writing Intensive COMP Composition and LITR Literature This course has four parts the course itself and three attributes The following are the results which will occur when the program is flagged for multiple entity processing e Area GENED will use ENGL 1005 as the course alone The courseness of ENGL 1005 will be flagged as used None of the course s attributes are flagged used The used course is allowed out of the area to be used again if allowed by the subsequent areas reuse indicators The unused attributes also go out to be used by later areas Each of the unused attributes is free to be used anywhere because they are not yet subject to reuse controls April 2010 Banner Student 8 4 2 7 CAPP Handbook Common Concepts e Area COM
39. purging unneeded compliance related records 1 Access the Compliance Request Activity Form SMACACT 2 Perform a query to locate the request s to be purged 3 Select the Mark Purge checkbox for each record to be purged 4 Choose the appropriate selection from the Options menu e If you want to purge only the request detail select Purge Detail Only e If you want to purge the request s in entirety select Purge Detail and Request The system performs the purge and redisplays SMACACT April 2010 Banner Student 8 4 5 21 CAPP Handbook Compliance Requests Use XML Compliance Output You can create XML compliance output from baseline or in Self Service The output can be customized to fit your institution s needs You can still run compliance as you have in the past or you can use the XML output functionality XML data is easily transformed into usable output XML output is available when compliance is run from the Compliance Request Management Form SMARQCM or the Batch Compliance Process SMRBCMP in baseline and from the Degree Evaluation Results Report page bwcksxm1 report in Banner Student Self Service and Banner Faculty and Advisor Self Service The information that is displayed in the XML output is based on the rules set up on Compliance Print Type Rules Form SMACPRT and is formatted by a stylesheet The output is created by a single process so whether compliance is run from baseline or self service the results are
40. records are automatically created when adjustments are made You cannot add or delete tracking audit trail records in this window although you can add change or delete text associated with the record in the Tracking Text field Make Area Adjustments over Time To change student adjustments over time select the Maintenance button The Maintenance button includes options to copy adjustments to a new effective term or end adjustments as of a new effective term All student adjustments windows function the same The Area General Requirements Adjustments window will be used as an example On the Area General Requirements Adjustments window the From Term field display s the term in which the existing requirements became effective If it is the same as the key block term you can change the requirements as needed If it is different you cannot update information To begin a new set of adjustments or to end adjustments enter the term code in which the new set of adjustments should begin or the existing set should end navigate to the General Requirements window and select the Maintenance button Then select the desired maintenance option The adjustment forms are slightly different from the setup forms in that all windows including the general requirements adjustments window include a Maintenance button On the setup forms the general requirements windows have a Copy button instead of a Maintenance button The reason for the difference is that ge
41. requests can be created so that they will be processed and or printed at the same time that the compliance request is processed or so that they can be processed and or printed at some later date e Via the Batch Compliance Process SMRBCMP hardcopy requests can be created and processed at the same time as the compliance requests e From the host you can process hardcopy requests that have been created for compliance requests that have already been processed The parameters are e COMPLIANCE RUN SEQUENCE NUMBER the one up sequence number generated for the compliance request when it was processed Optional e STUDENT ID AND REQUEST NO ID REQUEST the student ID and compliance request number to which the hardcopy request is attached Required e NUMBER OF LINES PRINTED PER PAGE the number of lines to print per page Optional 5 44 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Report Sample Compliance Hardcopy Output SMRCRLT Name Westin George ID A00034799 Request Number 1 George Westin 3471 Sepulveda Boulevard Van Nuys CA 90234 Curr Srce General Student Curriculum Details Ctlg Term 200210 Fall 2001 Major CHEM Chemistry Admit Term 200210 Fall 2001 Curr Class SO Sophomore PROGRAM SUMMARY MET General Requirements NOT MET Non Course Requirements NONE REQD Required Attributes NOT MET Detail Requirements PROGRAM GENERAL REQUIREMENTS Effective Term 000000 Source 0
42. restricted grades from one term to another access the Group Restricted Grade Adjustments window 7 Select the Maintenance button The system displays an Option List from which you can choose to copy existing adjustment information or end the adjustments e If you copy the information a complete copy of the existing adjustments is made with the key block term as the new from effective term You can then make changes to the copied information to reflect the new adjusted requirements e If you end the information existing adjustments are ended as of the new effective term 8 If you have copied adjustments make the necessary changes to the adjustments 9 Review the copied requirements and make any changes as desired 10 Save your changes Course Adjustments In some cases the type of adjustment to be performed can be accomplished only by changing the requirements For example when you have a student who should meet older requirements from those defined when you first built your CAPP program area and group requirements changing the requirements might be the best way to define the compliance rules and restrictions that apply to the student Use the Student Targets Waivers and Substitutions Form SMASADJ to specify that particular courses should satisfy specific requirements or to waive individual course attribute detail requirements entirely SMASADJ allows the following types of adjustment capabilities e Targets e Wai
43. results you might no longer have a need to have it produced Hardcopy output can be produced either by selecting the Submit button on SMARQCM or by using the Batch Compliance Process SMRBCMP In both cases hardcopy output is produced only when a valid unprinted hardcopy output request exists The Batch Compliance Process can also create hardcopy output requests that it will then produce The Compliance Hardcopy Output SMRCRLT process will use the rules defined on the 5 42 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests ID 210009 Code LIT 21T Student bj N CCT EOL e rae Co ERA r s Ga S aa aa S S i r a a fe Peo EL Oo 8 ee ee Be 45490 OmMmMmMaAK lt Omm Compliance Print Type Rules Form SMACPRT to select and format the data to be printed based on the compliance print type specified in the hardcopy output request Because you will design the output information to be printed for different print types the output you produce will vary in length and content from type to type The following is a sample of hardcopy output that prints the basic information important to a student or advisor but does not print all program area and or group restrictions The process calls the smrcmjx jar Java process to produce XML compliance output Report Sample Program Compliance Report SMRCMPL 502 14 MAY 2009 11 21 32 Name Request No 2 Program Student Attributes 2 D
44. row for the rule you want to define then select the Search button for the Rule field If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Select the Search button for the Rule field to access the Group Attachment Rules window The rule code is displayed in the Rule field 3 Enter or modify the description for the rule and the required number of conditions Note The fields in the upper part of the window are called the rule umbrella m 4 Goto the next block 5 Enter or modify the values in the fields for which you are adjusting area requirements 6 Save your changes Adjust Area Course Attribute Attachments Use the Student Area Adjustments Form SMASARA to adjust course attribute attachments for an area When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the main window of the Area Course Attribute Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block April 2010 Banner Student 8 4 6 23 CAPP Handbook Adjustments 1 3 Go to the next block 1 4 Select the Course Attachment button If you copied value
45. rules adjusting 6 29 course attribute exclusions for attachments adjusting 6 25 defaulting values to adjustments 6 17 general requirements adjusting 6 17 group attachments adjusting 6 21 restricted grades adjusting 6 20 entering text for adjustments 6 20 restricted subjects attributes adjusting 6 19 entering text for adjustments 6 19 rules for attachment adjustments defining 6 26 text adjusting 6 18 tracking adjustments 6 29 areas implementing prerequisite processing 4 24 attachment rules areas entering text for adjustments 6 28 a Batch Compliance Process SMRBCMP 5 32 batch compliance processing 5 7 best fit compliance processing 5 4 Boolean logic in compliance processing 2 15 C a changing adjustments over time 6 4 charges creating for compliance request hardcopy output 5 20 for compliance requests 5 18 Compliance Course Attribute Selection Report SMRCMPL 5 42 Compliance Hardcopy Output SMRCRLT 5 44 compliance processing batch compliance processing 5 7 best fit 5 4 hardcopy output 5 5 order 5 3 reuse of courses and attributes 2 9 rules 2 14 Boolean logic 2 15 examples 2 15 list processing 2 14 second pass 5 4 l 2 Banner Student 8 4 CAPP Handbook Index April 2010 Compliance Purge Process SMPCPRG 5 39 compliance requests copying information from one request to another 5 16 creating 5 13 hardcopy output requests 5 17 creating charges for hardcopy output 5 20 for requests 5 18 co
46. standard requirements or you can build any portion of the requirements from scratch 1 Access the Student Program Adjustments Form SMASPRG 2 Inthe ID field enter the ID of the student for whom you want to adjust program requirements If you enter a student ID that has not been added to the student adjustment library the system displays a message with an option that opens the Student Adjustment Library Form SMASLIB so that the student can be added 3 In the Term field enter the effective term for the adjusted program requirements The term code that you enter becomes the from term beginning effective term for the new set of adjusted requirements 4 Inthe Program field enter the program code for the adjusted requirements You should create program adjustments only for the components of the program that should be different for a particular student For example if the only requirements that should be different for a student are the non course requirements for a program you should not create adjusted program general requirements 6 6 Banner Student 8 4 April 2010 CAPP Handbook Adjustments The rest of this section covers the following procedures for adjusting program requirements e Default Program Requirements on page 6 7 e Adjust Program General Requirements on page 6 8 e Adjust Program Text on page 6 8 e Adjust Program Non Course Requirements on page 6 9 e Adju
47. step procedures for making any kind of adjustment e Chapter 7 Setting Up Banner for WebCAPP Processing covers setting up degree evaluation on the Web including the associated form Related Documentation In addition to the CAPP Handbook the following documentation supports your work with CAPP Student User Guide a user and reference manual for users of the Student System Course Request and Scheduling Handbook a user manual which describes the batch registration scheduling process and programs Student Open Learning Registration Handbook a handbook which describes non traditional non part of term based registration processing Student Object Access Reporting Guide a user reference manual for the Object Access views for the Student System Student Release Guide a document containing notes about a release of the product including descriptions of the enhancements and other modifications in the new release Student Upgrade Guide a technical guide to support your institution s conversion to the newest release GTVSDAX Handbook a uset technical reference manual describing the setup and use of the Crosswalk Validation Form GIVSDAX which is used with the Object Access views Banner Getting Started Guide a user reference manual that describes the features and components of the Banner system and Banner Online Help Banner Documentation Bookshelf Getting Started Guide a how to manua
48. the Group Attachment button in the main window of SMASARA the system opens the Group Attachment Form SMQSAGR SMQSAGR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the main window of the Group Attachment Form SMQSAGR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block April 2010 Banner Student 8 4 6 21 CAPP Handbook Adjustments 1 3 Go to the next block 1 4 Select the Group Attachment button If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Ifyou want to copy the group attachments from an area perform the following steps 2 1 Select Default Group and Management Attachment from the Options Menu 2 2 Complete the Default Group Attachments window 2 3 Select the Process Default button 3 Enter or modify the values in the fields for which you are adjusting area requirements At minimum each line must include either a rule or a group but not both If you specify a rule define the rule as explained in Define Rules for Area Group Attachment Adjustments on page 6 22 4 Save your changes Depending on the actions you have taken a message informing you that general requirements have been updated might be displayed This is because the area general requirements includ
49. to a major continue as follows Note 25 26 You can attach concentrations to a major only if the Attach Concentrations to Majors radio button group on SOACTRL is set to Yes m 24 1 Select the major 24 2 Select the Major Dependent Concentrations tab to go to the Major Dependent Concentrations window 24 3 If necessary change the term code in the From Term field 24 4 For each concentration that you want to attach to the base curriculum rule enter the concentration code in the Concentrations field 24 5 Select the checkbox of each module for which this concentration attachment is to be active 24 6 Save your changes 24 7 Return to the Majors Department Rules window 24 8 Repeat step 24 for each major to which you want to attach concentrations Select the Base Curriculum Rules tab to return to the main window If you want to attach concentrations to a base curriculum rule continue as follows 26 1 Select the rule to which you want to attach concentrations 26 2 Select the Rule Based Concentrations tab to go to the Rule Based Concentrations window 26 3 If necessary change the term code in the From Term field 3 10 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules 26 4 For each concentration that you want to attach to the base curriculum rule enter the concentration code in the Concentrations field 26 5 Select the checkbox of each module for which this concentration attachm
50. to clear the General Requirements window This clears all values including the Attached field and is necessary to allow access to the new window using the above example the Area Group Attachment window 9 Modify the applicable general requirements values 10 Save your changes 11 Access the new window using the above example the Area Group Attachment window 12 Enter the group codes you want to attach 13 Save your changes Make an Area Inactive Once all students in an area term range combination have finished or left the program associated with the area you might want to make the area inactive 1 Access the Area Requirements Form SMAAREA See the Online Help for detailed information about completing this form 2 Inthe Area field enter the code of the area 3 Inthe Term field enter the code of the first term in the range you are making inactive 4 Go to the next block 5 Select the Inactive radio button 6 Save your changes Implement Area Prerequisite Processing Area prerequisite processing is an optional feature that provides added flexibility for defining course prerequisites and for displaying more details related to a student s failure 4 24 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP to meet prerequisite requirements Area prerequisite processing can be set up on a section by section basis 1 Using the Program Definition Rules Form SMAPRLE define a program to b
51. to define your curriculum rules 1 2 Access the Curriculum Rules Form SOACURR Use the Term field to specify which if any term to use e If you are defining curriculum rules for a specific term enter the term code before going to the next block e If you are defining curriculum rules for all terms leave the Term field blank before going to the next block Go to the next block The form will be in query mode Execute a query Since you are defining new rules you do not need to specify any search criteria See Display Curriculum Rules on page 3 12 for information about executing a query to maintain or view existing rules Insert a new record 3 8 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules 6 If you are associating a program with this curriculum rule enter the program code in the Program field If you enter a program code the system automatically enters values in the remaining fields based on values assigned to the program on the Program Rules Definition Form SMAPRLE 7 Ifyou are not associating a program with this curriculum rule enter the appropriate values in the remaining fields The following fields are required Level e College e Degree 8 If desired change the settings in the Primary and Secondary checkboxes These settings default from the Curriculum Rules Control Form SOACTRL 9 Leave the Locked checkbox cleared Note When a curriculum rule is not locked
52. you specify batch compliance parameters e When extracting records using Population Selection carefully consider the relationships between the criteria you use For example you will get unpredictable results or no results at all if you extract a population of all students registered for a specific term and then specify Recruiting as your curriculum source Warning If a request record cannot be created for a student in the population selection based on the curriculum source selected no compliance evaluation will be performed and the message No compliance request made will be displayed in the detail section of the Batch Compliance Report SMRBCMP m The curriculum source record selected for a student must include all data required to build a valid compliance request If you plan to use batch compliance you must ensure that valid values have been entered for the catalog term and program in the records you plan to use as curriculum source records if they are not compliance requests will not be created and compliance evaluations will not be performed A Warning If a source record exists for a student in the population and the term specified in the parameters but the catalog term and program are not present in the source record no compliance request will be created no results will be produced and the message No compliance request made will be displayed in the detail section of the SMRBCMP report m The Process Term parameter i
53. 0 7 00 Area BA CHM SC BA Chemistry supporting crses AREA SUMMARY NOT MET General Requirements NOT MET Course Requirements Attr Crdts Grd DIDU Attr Crdts Grd Release 7 1 0 1 Page 5 Print Date 21 NOV 2005 Print Type PRNTALL AREA GENERAL REQUIREMENTS Effective Term 000000 Source 0 ACR Ed Seas Met Req Act Total Required N 6 00 3 00 Courses Used By Requirement Term Subj Crse Title 200420 SPAN 2002 Intermediate Spanish II 200210 Achieved Senior Standing Area ELECTIVES Elective Area AREA SUMMARY MET General Requirements MET Course Requirements AREA GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credi tS a gt Met Req Act Total Required Y 17 00 67 00 Courses Used By Requirement Term Subj Crse Title 200210 ALHL 2XXX Intr to HIth Care Environ 200210 ALHL 2XXX Intr to HIth Care Environ 200210 ALHL 2XXX Measurement Science 200220 BIOL 2021 Anatomy and Physiology I 200220 BIOL 2021L Anatomy and Physiology I 200210 BIOL 2030 Microbiology 200210 BIOL 2030L Anatomy and Physiology La 200220 CHEM 1212K Principles of Chemistry I 200210 CHEM 2422 Organic Chemistry II 200220 ENGL 2110 World Literature 200320 LIBR 1101 Academic Research 200210 MATH 1112 Trigonometry 200210 MATH 1634 Calculus I 200410 MATH 2644 Calculus II 200210 NURS 3172 Health Assessment 200210 NURS 3172L Health Assessment Lab 200210 NURS 3XXX Health Illness Transition 200210 NURS 3XXX Health Illnes
54. 0 PHYSICS 102 2 B 100 MATH 101 MATH 101 3 credits 2 B 100 MATH 102 MATH 102 3 credits 2 B 100 MATH 103 MATH 103 3 credits 3 C 100 CHEM 101 3 C 100 CHEM 201 3 C 100 CHEM 301 3 C 100 CHEM 401 4 D 100 BIOL 202 BIOL 202 3 credits 4 D 100 BIOL 203 4 D 100 BIOL 204 Let s say a student has MATH 101 three credits Math 102 three credits MATH 103 three credits and BIOL 202 three credits Condition one is not counted because the student took none of the courses Condition two is counted because the student has all three courses Condition three is not counted because the student took none of the courses Condition four is not counted because the student only has BIOL 202 and not the other two courses The rule is not met because number of conditions is not met only one condition was counted 2 18 Banner Student 8 4 CAPP Handbook Common Concepts April 2010 Setting Up Curriculum Rules LEL This chapter provides a detailed explanation of curriculum rules especially how they are used in CAPP and also includes the following procedures 6 e Introduction on page 3 1 e Planning Your Curriculum Rules on page 3 6 e Set Curriculum Controls on page 3 7 e Define Curriculum Rules on page 3 8 e Display Curriculum Rules on page 3 12 e Change Curriculum Rules for Discontinued or Modified Programs on page 3 12 Introduction C
55. 1 7 Place your cursor on the row for the rule for which you want to enter level inclusions exclusions then select Level from the Options Menu If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting area requirements 3 Save your changes Enter Text for Area Adjusted Attachment Rules Use the Student Area Adjustments Form SMASARA to adjust text for an attachment rule When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the Rule Course Attribute Text window of the Group Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachment button 1 5 Place the cursor on the row for the attachment rule for which you want to enter text then select the Search button for the Rule field 1 6 Go to the next block 1 7 Place your cursor on the row for the rule for which you want to enter text then select Text from the Options Menu If you copied values from another area the defaulted values are displayed in th
56. 10 Base Oricum Rue Campus Leva College UG AS Major Department Attachment s Majors Depatrrent s ANTH ENGL etc Base Oricum Rue Campus Leva College UG BU Major Department Attachrrert s hajos Depatmenis ACCT FIN etc Figure 10 Generic program curriculum rule In this example the top rule is the same one introduced in the previous section but is now associated with program UG AS BA The bottom rule is associated with program UG April 2010 Banner Student 8 4 3 3 CAPP Handbook Setting Up Curriculum Rules BU BA and specifies the Bachelor of Arts BA degree within the College of Business BU at the undergraduate UG student level and that majors such as Accounting ACCT and Finance FIN have been attached As before there would be other programs and there would also be other majors attached For generic programs such as the ones above the following guidelines apply The program s overall requirements apply to all students pursuing a level college degree combination The program code does not specify the major The program must be non captive and at least the major requirements must be selected dynamically based on area qualifiers e Non major areas such as General Education requirements do not need to be selected dynamically They can be attached to the program or not but if not attached then they must be selected dynamically based on area qualifiers The benefits to th
57. 204 sequences and the 306 course French FREN German GRMN Latin LATN Spanish SPAN are the available languages 5 4 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests You can define this requirement using sets and subsets as shown in the following table Set Subset Subj Crse Low CrseHigh Req Crses A 005 FREN 101 102 2 A 005 FREN 203 204 2 A 005 FREN 306 1 A 010 GRMN 101 101 2 A 010 GRMN 203 204 2 A 010 GRMN 306 1 A 015 LATN 101 101 2 A 015 LATN 203 204 2 A 015 LATN 306 1 A 020 SPAN 101 101 2 A 020 SPAN 203 204 2 A 020 SPAN 306 1 Let s say a student has earned 3 credits in French 15 credits in German and 6 credits in Spanish In this case the language requirement cannot be satisfied by any single foreign language Since the student has the greatest number of credits in German the courses are applied toward the requirement for German coursework Events applied to or requirements during second pass processing are flagged as potential because their use may be different in a different compliance evaluation The potential flag in the compliance output records does not control any other processing it merely indicates that the flagged event has been used against an or requirement that has not been completely satisfied Hardcopy Output The results of the compliance process are written to output records and the date of the evaluation is recorded in the com
58. 2K Principles of Chemistry II 2 00 A H 200210 CHEM 2422 Organic Chemistry II 3 00 B T 200220 ENGL 2110 World Literature 3 00 B H 200320 LIBR 1101 Academic Research 2 00 W H 200210 MATH 1112 Trigonometry 2 00 A H 200210 MATH 1634 Calculus I 3 00 B T 200410 MATH 2644 Calculus II 4 00 B H 200210 NURS 3172 Health Assessment 1 00 C T 200210 NURS 3172L Health Assessment Lab 1 00 B T 200210 NURS 3XXX Health Illness Transition 2 00 B T 200210 NURS 3XXX Health Illness Transition 3 00 T 200210 NURS 3XXX Health Promotions 3 00 B T 200210 NURS 3XXX Health Promotions Practicum 1 00 A T 200210 NURS 3XXX Interactive Communication 3 00 B T 200210 PHYS 1111 Introductory Physics I 4 00 A H 5 58 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Name Westin George ID A00034799 Request Number 1 George Westin 3471 Sepulveda Boulevard Van Nuys CA 90234 IN PROGRESS COURSES Area Group Rule Subj Crse Creds Attr BA CHM MJR CHM MJR EL ELECTIVES CHEM 4611 3 00 BA CHM MJR CHM MJR RQ CHEM 3510 3 00 BA CHM MJR CHM MJR RQ CHEM 4711 3 00 BA CHM SC SPAN 2002 3 00 LANG CORE LANG SPAN 1001 3 00 CORE LANG SPAN 2002 3 00 200310 200220 200220 200310 200320 200410 Release 7 1 0 1 Page 15 Print Date 21 NOV 2005 Print Type PRNTALL PHYS 2212 Principles of Physics II 4 00 B H POLS 1101 American Government 3 00 B H PWLA 2611 Special Activities 1 00 A H SPAN 3101 Conversational Spanish 3 00 A H SPAN 3450 Spanish for Busine
59. 5 16 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests 3 Select the Mark Recreate checkbox located in the scrolling box on the right of the window 4 Select Copy Marked Requests from the Options menu When the alert box asking if you want to create hardcopy output is displayed if you do not want hardcopy output to be created select Continue The system copies the request and redisplays SMACACT If you want hardcopy output to be created perform the following substeps first 4 1 4 2 4 3 4 4 Select Yes Complete the Hardcopy Print Request window Before you save your changes if you want to create a charge for the hardcopy output select Bill for Hardcopy Output from the Options menu and save your changes in that window Save your changes in the Hardcopy Print Request window The system copies the request and redisplays SMACACT Create Hardcopy Output Requests The Hardcopy Request window of the Compliance Request Management Form SMARQCM is used to enter or display requests for printed compliance hardcopy output When a hardcopy request is entered and submitted the compliance process generates the compliance evaluation for the request if necessary and then prints any requested output for the request If the compliance evaluation was previously performed submitting the request for processing output only produces the printed output Hardcopy output requests can be either printed immediately
60. 7 l E implementing area prerequisite processing 4 24 L libraries adjustment 6 5 list processing in compliance processing 2 14 a multiple entity reuse processing 2 6 N a non course requirements programs adjusting 6 9 P a prerequisite processing implementation 4 24 processes Batch Compliance Process SGMRBCMP 5 32 Compliance Purge Process SMPCPRG 5 39 program adjustments area attachments 6 13 course levels to include exclude 6 9 defaulting requirements 6 7 general requirements 6 8 non course requirements 6 9 required attributes 6 10 restricted grades 6 12 restricted subjects attrioutes 6 10 text 6 8 for restricted grades 6 12 l 4 Banner Student 8 4 CAPP Handbook Index April 2010 for restricted subjects attributes 6 11 tracking 6 13 program requirements adjusting 6 6 area attachments adjusting 6 13 changing adjustments over time 6 4 course levels to include exclude adjusting 6 9 defaulting values to adjustments 6 7 general requirements adjusting 6 8 non course requirements adjusting 6 9 required attributes adjusting 6 10 restricted grades adjusting 6 12 entering text for adjustments 6 12 restricted subjects attributes adjusting 6 10 entering text for adjustments 6 11 text adjusting 6 8 tracking adjustments 6 13 R a reports Compliance Course Attribute Selection Report SMRCMPL 5 42 Compliance Hardcopy Output SMRCRLT 5 44 required attributes programs adjusting 6 10 restricted gra
61. 7 3 Save your changes Track Other Adjustments Tracking audit trail records are automatically created when adjustments are made You cannot add or delete tracking audit trail records in the Student Adjustment for Targets Waivers amp Substitutions Form SMASADJ You can however add change or delete the tracking text The Other Adjustments Tracking window displays an audit trail of other adjustment actions One audit trail record is written automatically per table effective term user and date You can also record comments associated with each audit trail entry You can access the Other Adjustments Tracking window in the following ways e Select the All Tracking button from the main window From any other window select Adjustment Tracking from the Options Menu April 2010 Banner Student 8 4 6 51 CAPP Handbook Adjustments Tracking audit trail records are automatically created when adjustments are made You cannot add or deleted tracking audit trail records in this window although you can add change or delete tracking text 1 Scroll through the group adjustment audit trails to review information If you wish to maintain tracking text scroll to the adjustment tracking record for which text is to be maintained If you accessed the window from any window except the Navigation window you may need to use All Tracking from the Options Menu to display all tracking items 2 Move to the Tracking Text information 3 Ente
62. 8 4 6 7 CAPP Handbook Adjustments 6 Modify the values in the fields for which you are adjusting program requirements 7 Save your changes Adjust Program General Requirements 1 Access the General Requirements window of the Student Program Adjustments Form SMASPRG If you copied values from another program or from the original program requirements the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Ifno adjustments have previously been entered and you want to copy the standard program general requirements perform the following steps 2 1 Select Default General Requirements from the Options Menu 2 2 Complete the Default Program General Requirements window 2 3 Select the Process Default button 3 Enter or modify the values in the fields for which you are adjusting program requirements 4 Save your changes Adjust Program Text 1 Access the Program Text Adjustments window of the Student Program Adjustments Form SMASPRG If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired 2 If you want to copy the standard text from a program perform the following steps 2 1 Select Default Program Text from the Options Menu 2 2 Complete the Default Program Text window 2 3 Select the Process Default button 6 8 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 3 Take an
63. 8 4 April 2010 CAPP Handbook Adjustments 2 4 If you want to copy the restricted subjects attributes from a program perform the following steps 2 1 Select Default Restricted Subjects Attribute from the Options Menu 2 2 Complete the Default Program Restricted Subject Attributes window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting program requirements Save your changes Enter Text for Adjusted Program Restricted Subjects Attributes 1 Access the Program Restricted Subjects Attributes Adjustments window of the Student Program Adjustments Form SMASPRG Place the cursor on the line for which you want to enter text Select the Comments button for the Text field The system displays the Program Restricted Subj Attr Adjustments Comments window If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired Take any or all of the following actions in the Text field as desired e Enter new text e Modify existing text e Delete existing text In the Print field for each line of text if desired enter the compliance print type associated with the line of text Save your changes April 2010 Banner Student 8 4 6 11 CAPP Handbook Adjustments Adjust Program Restricted Grades 1 4 Access the Program Restricted Grades Adjustments window of the Student Prog
64. 99 2 11 When finished entering these values save your changes then select the Return button in the lower right corner of the window to return to the Area Course Attribute Attachment window 12 Go to the General Requirements block of the main window and select the Active radio button 13 Save your changes Create a Program Code 1 Access the Program Definitions Rules Form SMAPRLE 2 Insert a new record 3 Enter the program rule detail information For our sample area enter the following values in the specified fields Program TEST Description Program for Testing CAPP 1 18 Banner Student 8 4 April 2010 CAPP Handbook Getting Started 4 Field Value Web cleared Locked cleared Curriculum Dependent cleared Student Level UG or the code you have defined for Undergraduate Course Level UG or the code you have defined for Undergraduate Save your changes Define the Program s General Requirements and Attaching Areas As with the area you will build sample program s requirements from scratch 1 2 6 Access the Program Requirements Form SMAPROG In the Program field enter the program code For our sample program enter TEST In the Term field enter the code of the term for which the program is to be in effect For our sample program enter 000000 Go to the next block In the General Requirements block enter general requirements that apply to the whole progra
65. Additional Level from the Options Menu 2 2 Complete the Default Additional Course Levels to Include Exclude window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting program requirements Save your changes Adjust Program Required Attributes 1 4 Access the Program Required Attributes Adjustments window of the Student Program Adjustments Form SMASPRG If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the required attributes from a program perform the following steps 2 1 Select Default Attribute from the Options Menu 2 2 Complete the Default Required Attributes window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting program requirements You can only adjust one type of attribute on each line in the window When you enter a value in either the Course Attribute field or the Student Attribute field the other one becomes unavailable Save your changes Adjust Program Restricted Subjects Attributes 1 Access the Program Restricted Subjects Attributes Adjustments window of the Student Program Adjustments Form SMASPRG If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired 6 10 Banner Student
66. Arts amp Sciences Figure 5 Example of area qualifiers for dynamic compliance The system would take the following actions The core requirements would be applied to all undergraduate students e The Arts amp Sciences electives would be applied to only undergraduate students in Arts amp Sciences e The English major requirements would be applied to only undergraduate English majors e The Accounting major requirements would be applied to all undergraduate Accounting majors Area Libraries All areas and their qualifiers are defined in the area library Dynamic areas are selected from the area library by non captive programs based on area qualifiers and student characteristics Figure 6 shows an example of how the compliance process selects dynamic areas from the area library for non captive programs 1 8 Banner Student 8 4 April 2010 CAPP Handbook Getting Started Cor Requirements _ a BS College of Business BSN Nursing Accounting Major PROG RAM PROG ROM FAregisrequired for program Figure 6 Example of an area library In this example certain areas are attached to certain programs The attached areas are used if a student s characteristics match the area s qualifiers but are discarded if the qualifiers and student characteristics do not match Other areas are selected dynamically based on area qualifiers and student characteristics In the examples shown compliance would attempt to
67. Banner Student CAPP Handbook Release 8 4 April 2010 B SUNGARD HIGHER EDUCATION w Trademark Publishing Statement and Copyright Notice SunGard or its subsidiaries in the U S and other countries is the owner of numerous marks including SunGard the SunGard logo Banner PowerCAMPUS Advance Luminis fsaATLAS DegreeWorks SEVIS Connection SmartCall PocketRecruiter UDC and Unified Digital Campus Other names and marks used in this material are owned by third parties 1992 2010 SunGard All rights reserved Contains confidential and proprietary information of SunGard and its subsidiaries Use of these materials is limited to SunGard Higher Education licensees and is subject to the terms and conditions of one or more written license agreements between SunGard Higher Education and the licensee in question In preparing and providing this publication SunGard Higher Education is not rendering legal accounting or other similar professional services SunGard Higher Education 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 Prepared by SunGard Higher Education 4 Country
68. Best Fit Processing If necessary once the system has completed a first pass of an area s requirements to identify all those that have been satisfied the system performs a second pass to determine which outstanding requirements connected by an or condition are closest to being satisfied Refer to Sets and Subsets on page 2 10 for a complete discussion of and and or conditions and how they work with sets and subsets Note A second pass is made only when none of the components that make up the or condition have been satisfied a During the first pass when set of requirements with or conditions is found each possible condition is processed one at a time in sequence As soon as the first or condition is met the fulfilling events such as courses attributes tests are applied to the requirement Processing then continues with the next requirement If no or condition within a set can be fulfilled no events are used against the requirement The events are all released and second pass processing begins During second pass processing best fit logic is applied Best fit means that the events are applied against the or condition that will accumulate the highest number of credits The following is an example of best fit processing In a single area or group you have defined a requirement for 18 credits in any one foreign language In each language a student must take the 101 102 and 203
69. CHEM 1211 Rule 2NDCHEM Yr 2 Chem options choose 1 Within rule CHEM PTE ee a e a ey eee R ke Umprelly ss Sess SSS Se Se SSS aaa aes a Re aR i Conditions Required Per Condition Maximum Per Condition Total Required Total Maximum Req Actl Credits Courses Credits Courses Credits Courses Credits Courses Req Act Req Act Max Act Max Act 1 1 4 00 1 4 00 1 qe eS SS PS Vee SES PS Pe ee Ga SSS Rule Detali SS e SaaS Seas ase Sr aa RS aR SS SA SaaS Course Crse Req Req Min Crse Actn M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y CHEM 1212K 200220 CHEM 1212K Principles of Chemistry II 4 00 A H N and CHEM 1212 N and CHEM 1212L N and CHEM 1212 ee 5 56 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Name Westin George Release 7 1 0 1 Page 13 ID A00034799 Print Date 21 NOV 2005 Request Number il Print Type PRNTALL Area BA CHM MJR BA Chemistry Major Area 26 00 credits 2 00 GPA Not Met Group CHM MJR RQ Chemistry Major Requirements 6 courses Not Met The Chemistry major requires six courses CHEM 3310K 3422 3422L 4610 4711 and either CHEM 3510 or CHEM 3521 Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code N CHEM 3310K N and CHEM 3422 N and CHEM 3422L y and CHEM 4610 200320 CHEM 4610 Inorganic Chemistry 3 00 A
70. Create or Update Degree with Secondary Curriculum radio button groups to specify defaults for curriculum rules built on SOACURR April 2010 Banner Student 8 4 3 7 CAPP Handbook Setting Up Curriculum Rules To indicate that degree records should be created or updated when the base curriculum values are present in a student s primary curriculum or secondary curriculum as appropriate select the Yes radio button for the corresponding radio button group The settings you choose on this form are reflected in the Primary and Secondary checkboxes on SOACURR but you can change them in SOACURR as desired Note The Create or Update Degree with Secondary Curriculum radio button group is typically set to Yes if the secondary curriculum qualifies to create the degree record that is if the program degree and level are different on the secondary curriculum and you want to create another degree record m Use the Error Severity section of the form to specify by module how curriculum checking should respond when it encounters a curriculum rule error The error severity options are e Fatal the system will not allow a curriculum combination to be used which is not in effect on SOACURR e Warning a message is generated that the combination is invalid and the user is given the option to continue or cancel e No Checking the rules are not checked and no message is displayed Define Curriculum Rules Use the Curriculum Rules Form SOACURR
71. Crse Title Attr Crdts Grd S Code N ART 2000 N and COMM 1110 N and ENGL 2000 N and ENGL 2050 N and PHIL 2110 N and XIDS 1004 Y and SAL 15 18 SAL 16 ACT Subscore Arts Literature One course in the Core Area B may be satisfied by a minimum score of 15 on the ACT Arts Literature exam 5 54 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George Release 7 1 0 1 Page 11 ID A00034799 Print Date 21 NOV 2005 Request Number il Print Type PRNTALL Rule SELECT2ND Take 2nd Core Area B from list SG Gog eG PO Eere oe Rarer en ete ge ei ee eee RAe UMET ise a aa a a aaa la a aa a iad Conditions Required Per Condition Maximum Per Condition Total Required Total Maximum Req Actl Credits Courses Credits Courses Credits Courses Credits Courses Req Act Req Act Max Act Max Act 1 1 2 00 1 2 00 1 LSESEE ESS Pe REPS ERS Sere here ere re eer e eS R ke Detall resetea eaman aaa a Course Crse Req Req Min Crse Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S ANTH 1100 and ART 2000 and BUS 1900 and COMM 1110 and ENGL 2000 Yy and LIBR 1101 200410 LIBR 1101 Academic Research 2 00 A H and MUSC 1110 and XIDS 2001 Area F BA CHM Core Area F Chem Majors 14 00 credits Met Core Area F modified specifically for students pursuing a BA in Chemistry Course Crse Req Req Min Crse Act M Rule Subj Low Hig
72. Enter the student details in the key block Go to the next block Select the Course Attachments button Place the cursor on the row for the rule you want to define then select the Search button for the Rule field If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 6 40 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 2 Enter or modify the description for the rule and the required number of conditions Note The fields in the upper part of the window are called the rule umbrella The fields in the rule umbrella are optional However if you do not enter information in the umbrella the detail requirements will be processed as they are regular course attribute attachment m 3 Go to the next block 4 Enter or modify the values in the fields for which you are adjusting area requirements 5 Save your changes Adjust Group Additional Course Levels for Rule Detail Attachments Use the Student Group Adjustments Form SMASGRP to adjust level inclusions exclusions that apply to a specific requirement When you select the Course Attachments button in the main window of SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options Menu or using Direct Access 1 Access the Additional Course Rule Levels to
73. GCR as follows 1 1 Access Student Group Adjustments Form SMASGRP 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachments button 1 5 Place the cursor on the row for which you want to enter course level inclusions exclusions then select Levels from the Options Menu If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting group requirements 3 Save your changes Enter Text for Group Adjusted Attachments Use the Student Group Adjustments Form SMASGRP to enter text for an attachment adjustment When you select the Course Attachments button in the main window of SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options Menu or using Direct Access 6 38 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 1 Access the Course Attribute Text window of the Group Attachment Form SMQSAGR as follows 1 1 Access Student Group Adjustments Form SMASGRP 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachments button 1 5 Place the cursor on the row for which you want to enter level inclusions exclusions then select Text from t
74. H Y and CHEM 4711 200420 CHEM 4711 Biochemistry 3 00 R Y and CHEM 3510 200420 CHEM 3510 Physical Chemistry 3 00 R N or CHEM 3521 9 00 Group CHM MJR EL Chemistry Major Electives 9 00 credits Met The Chemistry major also requires nine additional credits selected from CHEM 4712 4900 or any other upper division CHEM course i e 3000 4999 Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y ELECTIVES 200220 CHEM 1212K Principles of Chemistry II 2 00 A H 200210 CHEM 2422L Organic Chemistry II Lab 1 00 A T 200310 CHEM 4410 Organic Medicinal Chemistry 3 00 B H 200420 CHEM 4611 Bonding and Structure 3 00 R 9 00 Rule ELECTIVES 9 hours from list Semenar E Bana a T sere S a re ee E e e E Rie UNbReWeresseeee ee setae e eee a Sie Sei ie Sie Sis a a a a Conditions Required Per Condition Maximum Per Condition Total Required Total Maximum Req Actl Credits Courses Credits Courses Creditsi Courses Credits Courses Req Act Req Act Max Act Max Act 3 9 00 9 00 4 9 00 4 LLRs SSS Sheer ele re Shel See Sere eee Saree es RAO LPC eane B 0s hd Course Crse Req Req Min Crse Actn M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Yo CHEM 4712 0 00 Y and CHEM 4900 0 00 E 5 57 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin Ge
75. HTML output You can use the default stylesheet that is provided or you can copy a stylesheet and configure customize it to your preferences using a text file editor If you want to modify the existing stylesheet to produce custom output you should have a basic knowledge of HTML You can create and use multiple stylesheets if you need to You can modify colors fonts spacing tables labels and other formatting items You can comment out text so it will not display on the output instead of using the print rules to determine what is printed on the output You can turn the XML output into whatever file type you wish html pdf doc lis rtf etc However components are not delivered to support the pdf file type Services are available through SunGard Higher Education to implement the use of PDF files and help you customize your stylesheets Customized Stylesheets You can use the XPath Core Function Library to review the core functions available for customizing stylesheets The core functions include node set functions number functions April 2010 Banner Student 8 4 5 23 CAPP Handbook Compliance Requests boolean functions string functions and Oracle SQL query functions For more information refer to the Oracle9i XML Database Developer s Guide Oracle XML DB Release 2 9 2 Chapter 4 Using XMLType This documentation can be found at the following URL http download oracle com You can drill down to the documentation li
76. Handbook Adjustments 2 4 If no adjustments have previously been entered and you want to copy the standard area general requirements perform the following steps 2 1 Select Default General Requirements from the Options Menu 2 2 Complete the Default Area General Requirements window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting area requirements Save your changes Adjust Area Text 1 Access the Area Text window of the Student Area Adjustments Form SMASARA If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the standard text from an area perform the following steps 2 1 Select Default Area Text from the Options Menu 2 2 Complete the Default Area Text window 2 3 Select the Process Default button Take any or all of the following actions in the Text field as desired e Enter new text e Modify existing text e Delete existing text In the Print field for each line of text if desired enter the compliance print type associated with the line of text Save your changes Adjust Area Course Levels to Include or Exclude 1 Access the Include Exclude Course Level window of the Student Area Adjustments Form SMASARA If you copied values from another area the defaulted values are displayed in the appropriate fields but you can
77. High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y i BIOL 1010 1011 2 200210 BIOL 1010 Biological Principles 3 00 A T 200210 BIOL 1011 Biological Principles Lab 1 00 B T Y and BIOL 1020 1021 2 200210 BIOL 1020 Biological Principles II 3 00 A T 200210 BIOL 1021 Biological Principles II Lab 1 00 B T N or GEOL 1030 1031 2 N and GEOL 1040 1041 2 N or BIOL 1205 1206 2 8 00 3 75 GPA Area B SCI MAJR Core Area B Science Majors 4 00 credits Not Met Core Area B requirements modified specifically for science majors Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Yy SELECT1 SAL 16 ACT Subscore Arts Literature E y and SELECT2ND 200410 LIBR 1101 Academic Research 2 00 A H 2 00 4 00 GPA Rule SELECT1 Choose one course from list BRIERE EEG EG ES BG RIE EER BE ain e a Rone ni RUG UND tel a aHsHeeee sees rane here tas ee ose gose Sri secisee cease See wale Sa Se Sars Conditions Required Per Condition Maximum Per Condition Total Required Total Maximum Req Actl Credits Courses Credits Courses Credits Courses Credits Courses Req Act Req Act Max Act Max Act 1 1 0 00 0 0 00 0 FRR GREASE PERSE EASE EARS EAE AS Re ERR RRR Ra Rule Detail ssee teen ener ene sar PARER Aiara SSS SESS re SS SS Se Sea Se SES RSS Course Crse Req Req Min Crse Actn M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj
78. IAOUT Note You can also access SMIAOUT from SMIPOUT E 11 If you want to review how individual courses and course attributes were applied to requirements you can click on any enabled Used buttons for Courses and Attributes If you are in the main block of SMICRLT when you do this you will see all courses and or attributes applied to the program If you are in the Program Area Compliance Summary window of SMICRLT you will see only those courses and or attributes applied to requirements in the area displayed in the active row of the top portion of the block Where to Go Next This rest of this manual is organized into the following chapters e Chapter 2 Common Concepts covers concepts and principles that are used throughout CAPP such as reuse and rules e Chapter 3 Setting Up Curriculum Rules describes how to set up your curriculum rules It also includes complete form descriptions of the curriculum forms April 2010 Banner Student 8 4 1 23 CAPP Handbook Getting Started e Chapter 4 Setting Up CAPP explains how to set up programs areas and groups It includes step by step procedures for all setup tasks e Chapter 5 Compliance Requests provides a thorough discussion of compliance requests It also includes step by step procedures for creating reviewing and purging compliance requests e Chapter 6 Adjustments covers adjustments to students requirements It includes step by
79. Include Exclude window of the Group Course Attributes Attachment Form SMQSGCR as follows 1 1 Access Student Group Adjustments Form SMASGRP 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachments button 1 5 Place the cursor on the row for the attachment rule for which you want to enter level inclusions exclusions then select the Search button for the Rule field 1 6 Go to the next block 1 7 Place your cursor on the row for the rule detail attachment for which you want to enter level inclusions exclusions then select Levels from the Options Menu If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired April 2010 Banner Student 8 4 6 41 CAPP Handbook Adjustments 2 Enter or modify the values in the fields for which you are adjusting group requirements 3 Save your changes Enter Text for Adjusted Group Rule Detail Attachments Use the Student Group Adjustments Form SMASGRP to adjust text for an attachment rule When you select the Course Attachments button in the main window of SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options Menu or using Direct Access 1 Access the Group Rule Comments window of the Group Course Attributes Attachment Form
80. M smrcxml s spbpers WHERE s smrcxml_xml existsNode SMRCRLT_XML SMRDOCN_ROWSET SMRDOCN_SET SMRDOCN_SUBJ_CODE CXML and SMRDOCN_CRSE_NUMB 2000 lt gt 1 AND SPBPERS_PIDM s SMRCXML_PIDM AND SPBPERS_SEX M or SPBPERS_SEX is NULL Compliance Data Items These items are used with XML compliance output processing 5 28 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Item smrcemjx sh Description Shell files are delivered for your operating system smrcmjx shl smrcmjx pl smrcmjx com These files are responsible for launching the Java process that creates the XML document They are called from either the smrcmp1 sh1 file or the SMRBCMP process Note Please be aware that the shell files contain code which has been commented out This code can be used as an example for how to transform the XML document into another output format These comments should be considered as examples only They are not part of the supported code set smrcmjx jar This process is used to produce the XML output from either a batch or single compliance evaluation It also updates the SMRCMXL table as well as creates the smrcmjx lis file from the smrcritlis xs1 template The smrcmjx jar process contains three properties files within the archived file These files can be modified to change the processing outcome The three properties files are e xslt properties e pdf properties e smrcmjx properties You can extract
81. Menu or using Direct Access 1 Access the main window of the Group Course Attributes Attachment Form SMQSGCR as follows 1 1 Access Student Group Adjustments Form SMASGRP 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachments button If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Ifyou want to copy the course attribute attachments from a group perform the following steps 2 1 Select Default Window from the Options Menu 2 2 Complete the Default Detail Attachments window 2 3 Select the Process Default button April 2010 Banner Student 8 4 6 37 CAPP Handbook Adjustments 3 Enter or modify the values in the fields for which you are adjusting group requirements 4 Save your changes Adjust Group Additional Levels for Attachments Use the Student Group Adjustments Form SMASGRP to adjust course level inclusions exclusions that apply to a specific requirement When you select the Course Attachments button in the main window of SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options Menu or using Direct Access 1 Access the Additional Course Attribute Levels to Include Exclude window of the Group Course Attributes Attachment Form SMQS
82. Mode parameter the Batch Compliance Process produces any hardcopy output where e Print date in the hardcopy output record is null e Print Immediately checkbox in the Hardcopy Request window of SMARQCM for the hardcopy output request is not selected 5 8 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests e Value in the Printer field in the Hardcopy Request window of SMARQCM for the hardcopy output request matches the Printer ID parameter e Value in the Compliance Type field in the Hardcopy Request window of SMARQCM for the hardcopy output request matches the Compliance Print Type parameter The batch compliance process does not create any new hardcopy output requests when you select the Hardcopy run mode Only outstanding hardcopy output requests are processed If the compliance evaluation has not been performed the evaluation will be performed before the hardcopy output is produced When you specify Population P for the Run Mode parameter the Batch Compliance Process creates compliance requests based on the Curriculum Source parameter The curriculum source can be any of the following e Recruiting record R e Admissions application record A e Student record S e Degree record D The batch compliance process selects the appropriate curriculum source record using the Process Term parameter and attempts to create a compliance request record based on the curriculum information in the source record The val
83. ORE MATH Math Stat Component Two courses in Math or Statistics taken in specified combinations GROUP SUMMARY MET General Requirements MET Course Attribute Requirements GROUP GENERAL REQUIREMENTS Effective Term 000000 Source A Credits Courses Met Req Actl Reqd Actl Total Required Y 7 00 2 2 Courses Used By Requirement Term Subj Crse Title Attr Crdts Grd 200210 MATH 1112 Trigonometry 3 00 A 200210 MATH 1634 Calculus I 4 00 B 7 00 Group CORE SSCI Social Science Component Three courses in History HIST American Studies AMST Sociology SOCI or Psychology PSYC each in a different discipline GROUP SUMMARY MET General Requirements MET Course Attribute Requirements GROUP GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credits Courses S T Release 7 1 0 1 Page 3 Print Date 21 NOV 2005 Print Type PRNTALL Met Req Act Reqd Act Total Required Y 9 00 3 3 Courses Used By Requirement Term Subj Crse Title Attr Crdts Grd S Actn 200320 HIST 1112 Survey of World History I 3 00 C H 200220 PSYC 1101 General Psycholog 3 00 A H 200220 SOCI 1101 Introductory Sociology 3 00 A H 9 00 Area CORE LANG Arts amp Science Language Core Four introductory and or intermediate courses in a single foreign language AREA SUMMARY NOT MET General Requirements NOT MET Course Requirements AREA GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credi tSa gt Courses Met R
84. PETENCY will use the WRIT attribute of ENGL 1005 The attribute WRIT will now be flagged as used It is allowed out of the area to be used again if allowed by the subsequent areas reuse indicators In subsequent areas the course ENGL 1005 and the attribute WRIT are eligible for use subject to the reuse flags on the subsequent areas Attributes COMP and LITR are eligible to be used in any area since they have not yet been used The following are the results which will occur when the program is flagged for single entity processing e Area GENED will use ENGL 1005 as the course alone The courseness of ENGL 1005 and all of the course s attributes will be flagged as used The course and its attributes are allowed out of the area to be used again based upon the Course reuse flag for the subsequent areas e Area COMPETENCY will use the WRIT attribute of ENGL 1005 The attribute WRIT is used because used courses are allowed to come into the area the area s course reuse flag is Both It is allowed out of the area to be used again if allowed by the subsequent areas reuse indicators Example 2 GE 202 is a course It has a seven attributes e Attribute 1 CE00 e Attribute 2 CE17 e Attribute 3 EENO e Attribute 4 EENI e Attribute 5 MY2E e Attribute 6 ONSC e Attribute 7 SCI Because GE 202 has seven attributes it has a total of eight individual parts the courses itself which is identified by the subject and cou
85. Rules window and define the rule 7 4 Save your changes 7 5 Select the Return button to return to the Area Course Attribute Attachment window 8 If you are not using a rule to define the requirement complete the remaining fields 9 Save your changes 10 Repeat steps 6 through 9 for each group you want to attach to the area Attach Groups to Areas If you are using groups once you have defined them they can be attached to areas Note If course attribute detail requirements have already been attached you cannot attach groups You can either attach course attribute detail requirements or attach groups not both m If desired you can apply set and subset values to a group attachment to take advantage of CAPP s capability for establishing relationships between records using and and or conditions You can also use set and subset values to specify the order in which CAPP evaluates attached groups See Sets and Subsets on page 2 10 for more information about sets and subsets You can also define rules for a group attachment See Rules on page 2 13 for more information about rules 1 Access the Area Requirements Form SMAARBEA See the Online Help for detailed information about completing this form 2 Inthe Area field enter the code of the area 4 18 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 3 Inthe Term field enter the code of the term for which the area is to be in e
86. SS SS SS SS SSS TS TSS Course Crse Req Req Min Crse Actn M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code N AMST 1000 2999 1 Y and HIST 1000 2999 1 200320 HIST 1112 Survey of World History II 3 00 C H Y and PSYC 1000 2999 1 200220 PSYC 1101 General Psycholog 3 00 A H Y and SOCI 1000 2999 a 200220 SOCI 1101 Introductory Sociology 3 00 A H Area CORE LANG Arts amp Science Language Core 4 courses Not Met Four introductory and or intermediate courses in a single foreign language Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code N FREN 1000 2999 4 N or GERM 1000 2999 4 N or LATN 1000 2999 4 N or SPAN 1000 2999 4 200420 SPAN 1001 Beginning Spanish I 3 00 R 200210 SPAN 2001 Intermediate Spanish I 3 00 A H 200420 SPAN 2002 Intermediate Spanish II 3 00 R N or RUSS 1000 2999 4 9 00 4 00 GPA Area CORE AS SC Arts amp Sciences Science Core 4 courses Met One year two semesters in a single lab science Note that some sciences include the lab with the base course while in other sciences the lecture and lab are separate courses a M 5 53 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Name Westin George ID A00034799 Release 7 1 0 1 Page 10 Print Date 21 NOV 2005 Request Number il Print Type PRNTALL Course Crse Req Req Min Crse Actn M Rule Subj Low
87. a use the Area Text window When finished with the Area Text window save your changes 7 Ifyou want to enter included or excluded course levels use the Area Include Exclude Course Levels window If desired you can copy included or excluded course levels from an existing area To do this use the Default Area Include Exclude Course Levels window Once the additional levels are copied into this window you can change any of the details When finished with the Area Include Exclude Course Levels window save your changes 8 Ifyou want to enter restricted subjects or attributes use the Area Restricted Subjects Attributes window If desired you can copy restricted subjects or attributes from an existing area To do this use the Default Area Restricted Subjects Attributes window Once the restrictions are copied into this window you can change any of the details If you want to associate text with a restriction use the Area Restricted Subject Attribute Text window When finished with the Area Restricted Subjects Attributes window save your changes 9 Ifyou want to enter restricted grades use the Area Restricted Grades window If desired you can copy restricted grades from an existing area To do this use the Default Area Restricted Grades window Once the restrictions are copied into this window you can change any of the details If you want to associate text with a restriction use the Area Restricted Grade Text window
88. a 2 9 Sets and SUDSE6IS ce ase ake a es ok Sala a Hm Eo a a 2 10 April 2010 Banner Student 8 4 iii CAPP Handbook Contents Rule Processing s e saaara eon Boe oe doe Gere weet dle OR a ed 2 14 Chapter 3 Setting Up Curriculum Rules INWOGUCHON gt crise be SG ORS De OES Le ee eee Bk ee ee we 3 1 Generic Programs aa aaa 3 3 Major Specific Programs oaoa aaa a 3 4 Planning Your Curriculum Rules aasa naaa 3 6 Set Curriculum Controls 2 0 ee 3 7 Define Curriculum Rules 2 2 ee es 3 8 Display Curriculum Rules 2 ee es 3 12 Change Curriculum Rules for Discontinued or Modified Programs 3 12 Chapter 4 Setting Up CAPP Defining Programs ca ee ei ee ee Rw es ee ee ee a 4 1 Define Program Rules 2 2 a 4 2 Build Program Requirements from Scratch 0 000000 G 4 2 Attach Areas to Programs 2 2 a 4 5 Define Qualifier Criteria for Dynamic Compliance 4 6 Copy a Program s Requirements to Another Program 4 7 Copy Part of a Program s Details to Another Program 4 8 Copy a Program s Requirements to Another Term 4 9 Make a Program Inactive 2 2 a 4 11 Delining ATGAS 2 cde ea aa a Sei Sihig See his ees Ge ee 4 11 Add Areas tothe Area Library 0 2 00 eee ee 4 12 Define Area Qualifiers 2 0 000 0 cee ee 4 12 Copy Area Qualifiers to Another Term 20 00002 eee 4 14 Build Area Require
89. ained within this package are also responsible for reading the WebCAPP stylesheet smrcr1t xs1 from the file system in order to render the HTML WebCAPP output smrcomjx sql This file creates the database functions and procedures that assist the smrcmjx jar Java process for runtime execution smrcr lt xsl This is the stylesheet file that is used to render the WebCAPP HTML output report This file is read from the system by the smkmxm1 sq1 package which is called by the bwcksxml sq1 process and then creates the output This file is located in the XSL directory under the General products directory structure The XSL directory should have an Oracle directory mapped to it Also the smrcr t xs1 file should have correct file system privileges so it can be read from the file system using Oracle s BFILENAME functionality smrcmp1 shl The shell files for your operating system smrcmp1 shl smrcmp1 p1 smrcmp1 com that launch the single compliance evaluation process also call the Java process smrcmjx jar to generate the XML compliance document sb_compliance This API supports XML compliance output processing It uses the SMRCMXL table SMACACT form and the SMRCPRG process dml_smrcxm This API supports the insert update delete processing for the records maintained in the SMRCXML table 5 30 Banner Student 8 4 Remove Hyperlinks in Text Previously you could use HTML tags to format the printed data in Text
90. aining fields 9 Save your changes 10 Repeat steps 6 through 9 for each detail requirement you want to define in the group Copy a Group s Requirements to Another Group If a new group being defined has many requirements that are the same as those in a group that has already been defined you can copy the existing group s requirements to the new group then change the details that are different The new group cannot have any requirements defined for it or else this option cannot be performed If desired you can also copy just the requirements in an individual window This procedure is covered in Copy Part of a Group s Details to Another Group on page 4 34 of this chapter 1 Access the Group Requirements Form SMAGROP See the Online Help for detailed information about completing this form 2 Inthe Group field enter the new group code If you enter a group code that is not defined on the Group Library Form SMAGLIB the system displays a message with an option that opens SMAGLIB so that the group can be added April 2010 Banner Student 8 4 4 33 CAPP Handbook Setting Up CAPP 3 Inthe Term field enter the code of the term for which the group is to be in effect Do not go to the next block 4 Access the Default All Group Detail Information window Note If any requirements have been defined for the group code and term you specify you will not be able to access this window If requirements have been d
91. aived action code is not substantial in the preceding example in either case the requirement does not apply to the student However because each institution defines the action codes that it will use the structure of the codes themselves can be given meaning and a key to compliance output can be provided so users can decipher the codes For example EL could be used for Requirement Eliminated but WPL could stand for Waived based on Prior Learning WWE could stand for Waived based on Work Experience and WDD could stand for Waived at Dean s Discretion Waiver action codes also allow additional processing to take place based on the count indicator associated with waived action codes When a waiver action code is defined to count you can indicate the number of credits and courses that the waived requirement should accumulate toward group area and program general requirements For example if your institution will waive requirements based on a proficiency test the results of the test could be entered as credit in either institutional or transfer work and then there would be no reason to adjust the requirement However if the proficiency exam results are not recorded as credits but the requirement should be both satisfied and considered to accumulate credits toward compliance results an action code that indicates both waive and count should be used Adjustment Library Procedures This se
92. ajor in Anthropology ANTH and another set of program requirements for the major in English ENGL Each program is identified by a different program code and two curriculum rules are required For major specific programs such as the ones above the following guidelines apply e Each program has a different set of program requirements for its attached major e The program code alone identifies the major associated with the program e The program can be captive or non captive e All area requirements can be attached directly to the program area qualifiers do not need to be defined for any attached area The benefits to this approach are the following e Users who are familiar with your program structure can determine the program requirements that will be applied to a student merely by looking at the program code e You do not need to understand or use dynamic areas and area qualifiers when defining program and area requirements April 2010 Banner Student 8 4 3 5 CAPP Handbook Setting Up Curriculum Rules The drawbacks to this approach are the following e More program rules are required because you will need a program code that identifies the program rules for each major e More curriculum rules are required because a base rule is required for each program code e You cannot build curriculum rules without first building program rules because program codes are needed to make base curriculum rules unique e You need to define a
93. al Group General Requirements Requirements UT 101 ENG 100 103 DETAILS DETAILS PSv100 HIST 100 102 ENG 156 ANTH 100 Figure 2 Example of a program structure As this example shows e A program has its own general requirements as well as area attachments e Each area has its own general requirements and detail attachments which can be either courses or groups e Each group has its own general requirements and detail attachments which are courses Programs can be linked to curriculum rules see the Chapter 3 Setting Up Curriculum Rules for more information or they can be curriculum independent Programs are also either captive or non captive April 2010 Banner Student 8 4 1 3 CAPP Handbook Getting Started Curriculum Independent Programs A curriculum independent program can be used to check for example that students have satisfied all components of the core curriculum Because this goal does not correspond to a program that a student can apply to or pursue you would not define it as a curriculum dependent program You can also use a curriculum independent program to define a highly tailored self designed program When you leave the Curriculum Dependent indicator cleared on the Program Definition Rules Form SMAPRLE you can attach a single student ID to the program rule Once you attach an ID to a program rule the program is reserved for that student s use only If you have a highly
94. alues are displayed in the appropriate fields but you can change them if desired 6 24 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 2 Enter or modify the values in the fields for which you are adjusting area requirements 3 Save your changes Enter Text for Area Adjusted Attachments Use the Student Area Adjustments Form SMASARA to enter text for an attachment adjustment When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the Course Attribute Text window of the Area Course Attribute Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachment button 1 5 Place the cursor on the row for which you want to enter text then select Text from the Options Menu If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting area requirements 3 Save your changes Adjust Area Course Attribute Exclusions for Attachments There may be cases where you need to exclude specific courses or attributes
95. am can be attached directly to the program and or selected dynamically The only areas that can be selected dynamically are those for which the Dynamic checkbox on the Area Library Form SMAALIB has been selected and whose qualifiers match the student s characteristics In non captive programs attached areas whose qualifiers do not match the student s characteristics are discarded and reported as unused areas The advantage to attaching areas to a non captive program is that you have increased control over area priority and course and attribute re use April 2010 Banner Student 8 4 1 5 CAPP Handbook Getting Started Figure 4 shows how compliance treats a non captive program PROG ROM BA College of Business Genera Requirements ARE ARA Business Free Bectives Bectives Compliance Cumculum ARE Core Requirements AREA Accounting Major _ Dynamic meas are selected based on area qudifiersand student characteriaicsin non capti ve programs Figure 4 Example of a non captive program In this example the Core Requirements Business Electives and Free Electives areas are attached directly to the program Students seeking this goal are required to fulfill the general requirements of the program and all of the attached areas unless an area s qualifiers do not match the student s characteristics in which case the area is discarded In addition the Accounting Major and Computer Science Minor area
96. an change the requirements as needed If it is different you cannot update information To begin a new set of adjustments or to end adjustments enter the term code in which the new set of adjustments should begin or the existing set should end navigate to the General Requirements window and select the Maintenance button Then select the desired maintenance option The adjustment forms are slightly different from the setup forms in that all windows including the general requirements adjustments window include a Maintenance button On the setup forms the general requirements windows have a Copy button instead of a Maintenance button The reason for the difference is that general requirements can never be ended for a program area or group they can be made inactive instead In student adjustments it may be necessary to end a set of general requirements adjustments so the Maintenance button which allows the ending of a set of adjustments is provided 1 Access the Student Group Adjustments Form SMASGRP 2 Inthe ID field enter the ID of the student for whom you want to adjust group requirements 3 Inthe Term field enter the code of the first term in the new range 4 Inthe Group field enter the group code for the adjusted requirements 6 44 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 5 Go to the next block 6 Access the window associated with the requirements you want to copy For example if you want to copy
97. and hardcopy output display only these compliance results Select Display Compliance Results from the Options menu to view compliance output online e The Program Compliance Report SMRCMPL is produced if requested by selecting the Create Course Select Report checkbox in the form s main window This report lists the courses and attributes brought into the compliance output to be considered by the evaluation process If errors occurred it also displays error messages that can help you determine why results were not produced or why results are different from expected For example if the specified program is not active or has no areas to process an error message is displayed in the report When building the list of courses to be included in the SMRCMPL report courses that are being repeated are handled as follows Any in progress course is included in the report if it is balanced by a course whose grade does not indicate completed for example withdrawn or fail If not balanced by a course that has not been completed the in progress course is not included For example an in progress course is not included if it is being repeated to earn a better grade This gives students the benefit of doubt and assumes that the in progress course will April 2010 Banner Student 8 4 5 15 CAPP Handbook Compliance Requests be completed successfully If the student does not successfully complete in progress courses subsequent runs of t
98. and then by name In most cases the files created by batch compliance are not important to the end user However the smrbcmp_ lt oneup gt 1og file information required to continue processing in the event batch compliance processing terminates before completion Batch compliance writes the session ID to the smrbcmp_ lt oneup gt log file to facilitate restart of a batch To restart a batch run the Batch Compliance Process entering this number in the Session ID parameter When a job is restarted all other parameters are ignored 5 12 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Compliance Request Procedures The Compliance Request Management Form SMARQCM can be used to e Add a new request for a compliance evaluation e Define planned courses associated with the compliance request e Create requests for hardcopy output e Submit a request for processing You select Submit for Processing on the Options Menu to perform a compliance evaluation and or produce hardcopy output Once a compliance request has been processed you can not make any changes to the compliance request itself but you can create hardcopy output requests and submit them for processing You can also process charges to the student s account for compliance processing and or printing hardcopy output The rest of this section covers the following procedures for compliance requests e Create Compliance Requests on page 5 13
99. ar file to include or exclude the old basic output files or the current customizable output files You can run the old files the current files or both The old basic output files are e smrcmpl lis smrcmpl log e smrcerit lis smrcrit log The current customizable output files are smrcomjx xml smrcmjx lis smrcmjx log All output is captured in the XML output when compliance is run from the Compliance Request Management Form SMARQCM or the Batch Compliance Process SMRBCMP When compliance is run from SMARQCM you need to enter a compliance print type code in the Compliance Type field and then check set the field to Y the Print Immediately checkbox to produce XML output when the request is submitted XML Output in Self Service XML compliance output is generated when compliance is run from Banner Student Self Service or Banner Faculty and Advisor Self Service thereby creating the HTML output April 2010 Banner Student 8 4 5 25 CAPP Handbook Compliance Requests However a copy of the XML output is not saved for future retrieval Students can run their own unofficial compliance reports as often as they would like to create what if analysis scenarios The Degree Evaluation Results Report bwcksxm1 report is produced with all the compliance information on one scrollable page This report page allows you to view complete information about the compliance request and customize the output using the delivered tem
100. ar the checkbox es of each module that is not to be active for the old range 11 Save your changes April 2010 Banner Student 8 4 3 15 CAPP Handbook Setting Up Curriculum Rules 3 16 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules a Setting Up CAPP This chapter covers how to set up CAPP including the following e lt Defining Programs on page 4 1 e Defining Areas on page 4 11 e Defining Groups on page 4 29 You can set up CAPP either top down programs first then areas and finally if appropriate groups or bottom up groups first if appropriate then areas and finally programs If you are setting up CAPP for the first time SunGard Higher Education recommends that you begin with one of your simpler programs Define it and then test it thoroughly to make sure you understand how CAPP works This will help ensure a smooth transition to CAPP To help those new to CAPP the Setting Up a Sample Area and Program on page 1 15 presents all the steps for creating a sample area and program in a bottom up sequence and then running and reviewing a compliance request Defining Programs When you begin to build a program you must start by defining program rules on the Program Definitions Rules Form SMAPRLE Then you define the program requirements on the Program Requirements Form SMAPROG Requirements can be defined at the program area group an
101. are used to populate the STUEMAIL and FACEMAIL internal codes in the WEBCAPP group on GI VSDAX The e mail addresses for students and faculty members advisors associated with the type codes that are active and designated as preferred and for display on the Web on the E mail Address Form GOAEMAL are displayed as a link on the Web If the student or faculty advisor does not have an e mail address on GOAEMAL that is associated with the e mail address type specified the link is not displayed 10 Set up holds for WebCAPP processing 10 1 Select the Compliance checkbox on the Hold Type Validation Code Validation Form STVHLDD for any hold types that impact compliance processing 10 2 Select the Web Indicator checkbox on STVHLDD to display the hold on the Web in Student Self Service April 2010 Banner Student 8 4 7 3 CAPP Handbook Setting Up Banner for WebCAPP Processing 7 4 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Banner for WebCAPP Processing Glossary LEL Active programs An active program is a program which is available for students to comply against If you designate a program as inactive and try to comply a student against it you will receive an error and no compliance will occur You use the Active radio button on the Program Requirements Form SMAPROG to designate a program as active See also Inactive Programs Area An area is the second level of the degree audit hierarchy A program is the fi
102. as Anthropology ANTH and English ENGL have been attached There would of course be many other majors attached If a user attempts to enter a Bachelor of Science degree instead of Bachelor of Arts or a graduate degree instead of undergraduate the system returns an error message 3 2 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules If you do not assign a program or campus code to a base curriculum rule the system accepts any value entered in these fields in curriculum related records In the same way if you do not attach a department when you attach a major to a base curriculum rule the system accepts any department This discussion so far has explained curriculum rules in a very simplified way In practice curriculum rules can be designed for a greater degree of complexity and control You accomplish this by associating programs with curriculum rules Although you do not need to define your program requirements first you do need to know your program structure You also need to define your program rules on the Program Definition Rules Form SMAPRLE A complete discussion of programs including program rules and requirements is in Defining Programs on page 4 1 You can design generic programs or major specific programs Generic Programs A generic program is one that groups all majors related to a level college degree combination together in a single program as shown in Figure
103. as Boolean logic in a manner similar to its use in group and area course attachments The release of courses will be different based on the conditions in the rule e If there is per condition information in the umbrella then subsets denote lists and sub lists and the detail requirements are considered to be a list of possibilities Therefore it is the presence or absence of per condition information that determines whether list processing or Boolean logic drives the detail line processing Examples The following are some examples of rule processing They are basic examples to illustrate the various methods of detail processing April 2010 Banner Student 8 4 2 15 CAPP Handbook Common Concepts Example 1 Select six credits from a list of courses For list processing a value must be entered in the required credits courses per condition and or maximum credits courses per condition fields Since there is only one list i e one condition that requires six credits the per condition fields drive processing and denote the use of lists or sub lists Umbrella Number of conditions required 1 Per condition 6 credits Cond Set Subset Course Courses Used 1 A 100 MATH 101 MATH 101 3 credits 1 A 100 MATH 103 1 A 100 MATH 104 MATH 104 3 credits 1 A 100 MATH 211 1 A 100 MATH 212 Let s say a student has MATH 101 three credits and MATH 104 three credits e The condition is counted because the requirement of
104. ated for this request select whichever General Requirements button is enabled Met or Unmet If all the program s general requirements were satisfied the Met button will be enabled If any of the program s general requirements were not satisfied the Unmet button will be enabled Either of these buttons will take you to the Program Output Inquiry Form SMIPOUT Once you have accessed SMIPOUT you will notice that it looks very similar to the Program Requirements Form SMAPROG The main difference between the two forms is that SMIPOUT has additional fields that display the actual number of credits courses applied toward various requirements You will also see that there are additional fields that display the actual program and overall GPA values calculated during the processing of the compliance request If the program had other requirements and or restrictions defined in the other windows of SMAPROG you would be able to navigate through each one to review the actual number of credits courses applied toward them To return to SMICRLT exit SMIPOUT To see results for the area level requirements processed for this compliance request you can either go to the next block or select whichever Areas button is enabled Met or Unmet If all of the areas evaluated for this compliance request were satisfied the Met button will be enabled If any of the areas evaluated for this compliance request were not satisfied the Unmet button will be e
105. ation based on the data in the selected admissions application record To be used as a curriculum source record the entry term of the admissions application record must equal the Process Term parameter If multiple admissions application records exist for the selected term multiple compliance requests will be created and evaluated Compliance request records will not be created for admissions application records which have been withdrawn continued on the next page 5 34 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Parameters cont Name Required Curriculum Source continued Description When Student S is selected compliance requests are created for records in the population based on the data in the selected general student record To be used as a curriculum source record an effective student record must exist for the Process Term parameter When Degree D is selected compliance requests are created for records in the population based on the data in selected academic history degree records To be used as a curriculum source record a record must exist where the Graduation Term equals the Process Term parameter and the Degree Status parameters equals one of the parameter Degree Status values If multiple degree records exist that match the parameter Graduation Term and Degree Status multiple compliance requests will be created and evaluated Values Degree Status No unless Curriculum So
106. can access SMICRLT directly from the main menu or you can select Display Compliance Results from the Options menu on the Compliance Request Activity Form SMACACT or the Compliance Request Management Form SMARQCM The Program Output Inquiry Form SMIPOUT displays results of the compliance process for the program s requirements e The Area Output Inquiry Form SMIAOUT displays results of the compliance process for each area used by the program The Group Output Inquiry Form SMIGOUT displays results of the compliance process for the groups attached to each area used by the program Compliance results can be printed using the Compliance Hardcopy Output Report SMRCRLT The level of detail that appears on this report is determined by the values in the Print Indicator fields on the Area Library Form SMAALIB and Group Library Form SMAGLIB Choices are e Print Everything e Print Only Gen Reqs e Print Gen Reqs amp Text e Print Text Only e Print Nothing The library print indicators are used with the rules for output defined on the Compliance Print Type Rules Form SMACPRT The print type rules control what area information is printed subject to the additional control defined in the area library For example if the print type rules say to print area text but the area library says to print nothing no area text is printed for the specific area Compliance Processing Order The compliance process considers requiremen
107. ce results will indicate that the source of the requirement is an adjustment but will not include the type of adjustment For example you might have several non course requirements for a program and need to exempt a particular student from satisfying them all You could e Copy the standard requirements and delete those that the student is not required to satisfy Compliance results would reflect that adjusted requirements were used but there would be no information about the individual requirements that were not applied to the student e Build the requirements that apply to the student from scratch listing only those requirements that apply to the student Compliance results would reflect that adjusted requirements were used but there would be no information about the individual requirements that were not applied to the student e Copy the standard requirements and place an eliminate action code on the requirements that do not apply to the student The eliminated requirements would not be applied to the student and the compliance would reflect the fact that they did not apply e Copy the standard requirements and place a waived action code on the requirements that do not apply to the student The waived requirements would not 6 4 Banner Student 8 4 April 2010 CAPP Handbook Adjustments be applied to the student and the compliance would reflect the reason why they did not apply The difference between an eliminated and w
108. cessing and to determine if the condition is met Note Although this type of processing could be done outside of a rule it is possible that a rule would be used for printing or consistency purposes m Umbrella Number of conditions required 1 Per condition NULL Cond Set Subset Course Courses Used 1l A 100 MATHI01 MATH101 3 credits 1 A 100 MATH 103 1 A 100 MATH 104 MATH 104 3 credits 1 A 200 MATH 211 1 A 200 MATH 212 1 A 300 MATH 410 Let s say a student has MATH 101 three credits MATH 104 three credits and MATH 211 six credits e The condition is not counted because the student does not have MATH 103 or meet the Boolean logic for subsets 200 and 300 The rule is not met because the number of conditions satisfied is zero Example 4 Select courses from two subjects out of four Students must have two sequences from the following subjects Physics Math Chemistry and or Biology Physics 101 and 102 or Math 101 and 102 and 103 or Chem 101 and 201 and 301 and 401 or Biol 202 and 203 and 204 April 2010 Banner Student 8 4 2 17 CAPP Handbook Common Concepts Because there is no per condition information Boolean logic will be used to drive processing and to determine if the condition is met Umbrella Number of conditions required 2 Per condition NULL Cond Set Subset Course Courses Used 1 A 100 PHYSICS 101 1 A 10
109. cific Areas 1 00 020000 eG 6 37 Adjust Group Course Attribute Attachments 0045 6 37 Adjust Group Additional Levels for Attachments 6 38 Enter Text for Group Adjusted Attachments 0004 6 38 Adjust Group Course Attribute Exclusions for Attachments 6 39 Define Rules for Group Course Attribute Attachments 6 40 Adjust Group Additional Course Levels for Rule Detail Attachments 6 41 Enter Text for Adjusted Group Rule Detail Attachments 6 42 Adjust Group Course Attribute Exclusions for Rule Detail Attachments 6 42 Track Group Adjustments a oa oaa 6 43 Make Group Adjustments over Time oaoa a eee ee eee 6 44 vii Banner Student 8 4 April 2010 CAPP Handbook Contents Course Adjustments a soaa 6 45 Adjust Course Targets 2 0 ee a 6 48 Adjust Course Waivers aoaaa eaa a 6 49 Adjust Course Substitutions 0 000000 eee eee 6 50 Track Other Adjustments a 0 a 6 51 Chapter 7 Setting Up Banner for WebCAPP Processing Glossary Index viii Banner Student 8 4 April 2010 CAPP Handbook Contents Py Getting Started Welcome to Banner Curriculum Advising and Program Planning CAPP a comprehensive module which offers flexible student tracking toward degree or award completion CAPP helps you navigate through sometimes complex and diverse course requirements giving you the ability to comprehensi
110. consistent The output is also complete and contains all available compliance information from the existing CAPP tables This provides detailed data for the compliance output that can be easily transformed to the format of your choice Two templates are delivered to assist with hardcopy and Web customization Further customization assistance is available from SunGard Higher Education Processing This section discusses the following topics e how XML output is stored e using delivered stylesheets customizing stylesheets e setting up properties e baseline compliance XML output e Self Service compliance XML output e WebCAPP rules e populating curriculum data e purging compliance data e technical information XML Output Stored in Table When XML compliance output is created online SMARQCM or from batch processing SMRBCMP the data can be stored as an XMLTYPE column in the Compliance XML Output Table SMRCXML The SMRCXML_XML column has a description of SYS XMLTYPE Output can also be written to the job submission directory as a file with the xm1 suffix 5 22 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests The data can be transformed to display as various file types such as htm1 doc lis pdf and so on depending on the type of stylesheet used The table is populated by the smrcmjx jar process when either single or batch compliance evaluations are created The smrcmjx jar process has properties that can be con
111. course range e Neither the SCI attribute of GE 202 nor the course GE 202 can go out to be used again but the rest of the attached attributes do go out and can be used because they have not yet been used Area ECE2TECH looks for only the attribute CE00 Its reuse flags are In In e Attribute CEOO attached to course GE 202 is used here because it has not been used before e Note If this requirement included a range of course numbers GE 202 would not be able to be used here because the course part was trapped by area ECESCI The following is how GE 202 and its attributes will be used when the ECE program is set for single entity reuse This explanation assumes that the only change to the program s requirements is the single entity reuse flag in the program general requirements e Area ECESCTI uses the same elements However every used course and every attribute attached to any used course will be marked as used and will be stopped here because the course reuse flag is In This means that used parts and in single entity reuse every part will be used when any single part is used cannot go out for later reuse Area ECE2TECH looks for unused CE00 attributes The CEO0 attribute for GE 202 was not used but in single entity reuse all parts are used when any single part is used Area ECESCI used all parts of GE 202 and did not let them out GE 202 will not be used here or in any later area because it was used and held in area
112. ction covers the following procedures for the adjustment library e Add Students to the Adjustment Library on page 6 5 e Delete Students from the Adjustment Library on page 6 6 Add Students to the Adjustment Library 1 Access the Student Adjustment Library Form SMASLIB The form opens in query mode 2 Perform a query for the student to be sure that an adjustment library entry does not already exist You can query using ID name or both If the student has already been added to the library do not continue this procedure If the student has not been added cancel the query and continue with step 3 3 Access the Add IDs for Student Adjustments window April 2010 Banner Student 8 4 6 5 CAPP Handbook Adjustments 4 5 Enter the student s ID Save your changes Delete Students from the Adjustment Library 1 2 Access the Student Adjustment Library Form SMASLIB Locate the entry you want to delete either by scrolling or by performing a query Remove the record When the system displays a message asking you to confirm the deletion select the Remove button If you remove the student record all existing adjustments for the student and the student ID are deleted from the adjustment library Program Adjustment Procedures You use the Student Program Adjustments Form SMASPRG to adjust program requirements for a student When you access SMASPRG you can copy all or part of a program s
113. d Grades Text window 6 20 Banner Student 8 4 April 2010 CAPP Handbook Adjustments If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 4 Take any or all of the following actions in the Text field as desired e Enter new text e Modify existing text e Delete existing text 5 In the Print field for each line of text if desired enter the compliance print type associated with the line of text 6 Save your changes Limit Area Adjustments to Specific Programs Adjusted area requirements can be applied globally or limited to one or more specific programs Use the Valid Programs window of the Student Area Adjustments Form SMASARA to specify the program s for which the area adjustments are valid if they should be limited If no entries are made in the Valid Programs window for adjusted area requirements the adjustments entered on SMASARA are applied to all of a student s programs if there are multiple ones and are used instead of the standard area requirements in compliance evaluations for the student 1 Access the Valid Programs window of the Student Area Adjustments Form SMASARA 2 Inthe Program field enter each program to which you want the area adjustments to be applied 3 Save your changes Adjust Area Group Attachments Use the Student Area Adjustments Form SMASARA to adjust group attachments for an area When you select
114. d as the selection term for source records the evaluation term and the student record advisor term for created compliance requests Validated against STVTERM Single 5 32 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Parameters cont Name Run Mode Required Yes Description Values Used to specify the type of processing to occur P Use population selection Single C Process outstanding compliance If run for a population selection P a population requests must be provided using the Application Selection ID Creator ID and User ID parameters Compliance requests and hardcopy output requests will be created for records in the population a compliance evaluation will be performed and the requested hardcopy output will be produced Produce outstanding output only If run for outstanding compliance requests C only outstanding compliance requests are evaluated and any outstanding hardcopy output is produced No new requests are created If run for outstanding output only H outstanding hardcopy output requests will be produced If the compliance process has not yet been performed for an outstanding hardcopy request the compliance evaluation will also be performed Application Code No unless Run Mode parameter is P Used to identify the application of the population when population selection processing is requested Single Selection Identifier No unless Run Mode param
115. d for prerequisite checking be certain to select the check box in the Prerequisite column 4 Required Use the Area Requirements Form SMAARBA to define the requirements for a prerequisite area 5 Optional Use the Catalog Prerequisite and Test Score Restrictions Form SCAPREQ to attach area s containing prerequisite requirements to a course 6 Optional Use the Prerequisite Check Method radio button group on either SCAPREQ or the Basic Course Information Form SCACRSE to specify which type April 2010 Banner Student 8 4 4 25 CAPP Handbook Setting Up CAPP of prerequisite requirements will be in effect for the course Values are Basic or None and CAPP e When the CAPP radio button is selected prerequisite requirements defined in the attached CAPP area will be listed for the course in the Bulletin Report SCRBULT and in the self service catalog package e When the Basic or None radio button is selected prerequisite requirements defined in the Course Test Scores and Prerequisite Restrictions block of SCAPREQ will be listed for the course in the SCRBULT Report and in the self service catalog package 7 Required Use the Schedule Prerequisite and Test Score Restrictions Form SSAPREQ to attach area s containing prerequisite requirements to a section 8 Required Use the Prerequisite Check Method radio group on either SSAPREQ or the Schedule Form SSASECT to specify which type of prerequisite requirements will be i
116. d or detail level A requirement placed at a higher level always controls everything below it You can define a more restrictive rule at a lower level but never a less restrictive at a lower level An example is minimum grade Example Let s say that you require a minimum program GPA of 2 00 C and do not want any course with a grade lower than a D to fulfill a requirement However you want to calculate a major GPA that includes any failed major courses It is appropriate to put the 2 00 minimum program GPA at the program level but do not define the minimum course grade of D at the program level If you place the minimum D grade restriction at the program level a failed course will never be considered by the program at all Banner Student 8 4 4 1 CAPP Handbook Setting Up CAPP Instead place the minimum D grade restriction on the areas groups or individual detail requirements to which it should apply This section includes the following procedures Define Program Rules on page 4 2 Build Program Requirements from Scratch on page 4 2 Attach Areas to Programs on page 4 5 Define Qualifier Criteria for Dynamic Compliance on page 4 6 Copy a Program s Requirements to Another Program on page 4 7 Copy Part of a Program s Details to Another Program on page 4 8 Copy a Program s Requirements to Another Term on page 4 9 Make a Program Inactive on page 4 11
117. de 6 34 course attribute exclusions for attachments 6 39 course attribute exclusions for rule detail attachments 6 42 defaulting requirements 6 33 April 2010 Banner Student 8 4 1 3 CAPP Handbook Index general requirements 6 33 limiting to specific areas 6 37 restricted grades 6 36 restricted subjects attributes 6 35 rules for attachments 6 40 text 6 34 for attachments 6 38 for restricted grades 6 36 for restricted subjects attributes 6 35 for rule detail attachments 6 42 tracking 6 43 group attachments areas adjusting 6 21 group requirements additional course levels for rule detail attachments adjusting 6 41 additional levels for attachments adjusting 6 38 adjusting 6 31 attachments entering text for adjustments 6 38 changing adjustments over time 6 4 course levels to include exclude adjusting 6 34 course attribute attachments adjusting 6 37 course attribute exclusions for attachments adjusting 6 39 course attribute exclusions for rule detail attachments adjusting 6 42 general requirements adjusting 6 33 restricted grades adjusting 6 36 entering text for adjustments 6 36 restricted subjects attributes adjusting 6 35 entering text for adjustments 6 35 rule detail attachments entering text for adjustments 6 42 rules for attachment adjustments defining 6 40 text adjusting 6 34 tracking adjustments 6 43 H a hardcopy output compliance processing 5 5 hardcopy output requests creating for compliance requests 5 1
118. de parameter this parameter is used to specify the compliance print type that should be produced for the run Single Validated against STVCPRT You can use the percent sign as a wildcard value for your specification of compliance type although you should do this only if the value entered for the Run Mode parameter is C outstanding compliance evaluations or H outstanding hardcopy requests Send to Advisors Yes Used only when the value entered for the Run Mode parameter is P population selection Indicates whether the hardcopy output should be produced for the person s advisor s Single Y Advisor name s will be set in the Issued information of the hardcopy output request so that the output can be forwarded to the appropriate advisor s N Output will not be sent to the advisor s 5 36 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Parameters con Name Required Description Values Primary Advisor Only No unless Used only when the Send to Advisor parameteris Y Y Primary advisor s name will be Send to Indicates that hardcopy output should be produced set in the Issued information of Advisors for the person s primary advisor only Single the hardcopy output request so parameter is that the output can be forwarded Y to him or her N Output will be sent to all advisor types specified in the Advisor Type s parameter if there is more than one Advisor Type s No
119. dergraduate Bachelor s Core UG UG X CORE LANG Arts amp Science Language Core UG UG X Y CORE AS SC Arts amp Sciences Science Core UG UG X B SCI MAJR Core Area B Science Majors UG UG Y F BA CHM Core Area F Chem Majors UG UG BA CHM MJR BA Chemistry Major Area UG UG X BA CHM SC BA Chemistry supporting crses UG UG Y ELECTIVES Elective Area UG UG AREA DETAIL Area CORE UGB Undergraduate Bachelor s Core Six courses in General Humanities two in Composition and Literature three in Math and or Science three in Social Sciences one in Fine and Performing Arts AREA SUMMARY NOT MET General Requirements NOT MET Group Requirements AREA GENERAL REQUIREMENTS Effective Term 000000 Source A Credits Courses Met Req Actl Reqd Actl Total Required N 28 00 14 9 USED GROUPS Effective Term 000000 Source A Met RUTEs lt lt Group Actn Y CORE ARTS Y and CORE COMP N and CORE GHUM Y and CORE MATH Y and CORE SSCI AREA GROUP DETAIL Group CORE ARTS Fine Performing Arts Component One course in Fine Arts Painting Sculpture Art Exploration or Performing Arts Music or Theatre theory Performance credits band orchestra etc cannot be used to fulfill this requirement GROUP SUMMARY MET General Requirements MET Course Attribute Requirements Release 7 1 0 1 Page 2 Print Date 21 NOV 2005 Print Type PRNTALL GROUP GENERAL REQUIREMENTS Effective Term 000000 Source 0 ACR edd ESTES Cou
120. des areas adjusting 6 20 entering text for adjustments 6 20 groups adjusting 6 36 entering text for adjustments 6 36 programs adjusting 6 12 entering text for adjustments 6 12 restricted subjects attributes areas adjusting 6 19 entering text for adjustments 6 19 groups adjusting 6 35 entering text for adjustments 6 35 programs adjusting 6 10 entering text for adjustments 6 11 reuse 2 2 multiple entity processing 2 6 single entity processing 2 7 rule detail attachments groups entering text for adjustments 6 42 rules compliance processing 2 14 Boolean logic 2 15 examples 2 15 list processing 2 14 rules for attachment adjustments areas defining 6 26 groups defining 6 40 rules for group attachment adjustments areas defining 6 22 S a second pass compliance processing 5 4 sets 2 10 setting up Banner for WebCAPP 7 1 single entity reuse processing 2 7 SMPCPRG Compliance Purge Process 5 39 SMRBCMP Batch Compliance Process 5 32 SMRCMPL Compliance Course Attribute Selection Report 5 42 SMRCRLT Compliance Hardcopy Output 5 44 subsets 2 10 substitutions adjusting for courses 6 50 a targets April 2010 Banner Student 8 4 l 5 CAPP Handbook Index adjusting for courses 6 48 text areas adjusting 6 18 groups adjusting 6 34 programs adjusting 6 8 tracking adjustments areas 6 29 groups 6 43 other 6 51 programs 6 13 V a valid areas limiting group adjustments 6 37 valid programs l
121. detail codes on the User Profile Form TGAUPRF a When you create a charge using the Request Billing Information window the transaction is sent to Accounts Receivable when the transaction is saved Review of fees associated with compliance requests can be done using forms within the Accounts Receivable module 1 Ifyou are creating a charge as part of a new compliance request go to step 2 If you are creating a charge for an existing compliance request perform the following substeps first 1 1 Access the Compliance Request Management Form SMARQCM 1 2 Complete the key block 1 3 Go to the next block 1 4 Perform a query to find the request 2 Select Bill for Evaluation Services from the Options menu 3 In the Billing Term field enter the code of the term associated with the charge 4 Inthe Fee Charged field specify the processing to take place Valid values are e Y Charge a fee e N Do not charge a fee e W Waive a fee 5 If you enter Y or W in the Fee Charged field enter the detail code to be used for the charge in the Detail Code field The system enters values in the remaining fields You can change the amount in the Fee Amount field if desired 6 Save your changes April 2010 Banner Student 8 4 5 19 CAPP Handbook Compliance Requests Create Charges for Hardcopy Output Use the Hardcopy Billing Information window of the Compliance Request Management Form SMARQCM to create Accounts Receivable charges as
122. e 6 33 Adjust Group General Requirements on page 6 33 Adjust Group Text on page 6 34 Adjust Group Course Levels to Include or Exclude on page 6 34 Adjust Group Restricted Subjects Attributes on page 6 35 Enter Text for Adjusted Group Restricted Subjects Attributes on page 6 35 Adjust Group Restricted Grades on page 6 36 Enter Text for Adjusted Group Restricted Grades on page 6 36 Limit Group Adjustments to Specific Areas on page 6 37 Adjust Group Course Attribute Attachments on page 6 37 Adjust Group Additional Levels for Attachments on page 6 38 Enter Text for Group Adjusted Attachments on page 6 38 Adjust Group Course Attribute Exclusions for Attachments on page 6 39 Define Rules for Group Course Attribute Attachments on page 6 40 Adjust Group Additional Course Levels for Rule Detail Attachments on page 6 41 Enter Text for Adjusted Group Rule Detail Attachments on page 6 42 Adjust Group Course Attribute Exclusions for Rule Detail Attachments on page 6 42 Track Group Adjustments on page 6 43 Make Group Adjustments over Time on page 6 44 6 32 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Default Group Requirements You can use the Default All Detail window of the Student Group Adjustments Form SMASGRP to default all or some of a group s
123. e Enter new text e Modify existing text e Delete existing text In the Print field for each line of text if desired enter the compliance print type associated with the line of text Save your changes 6 36 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Limit Group Adjustments to Specific Areas Adjusted group requirements can be applied globally or limited to one or more specific areas Use the Valid Areas window of the Student Group Adjustments Form SMASGRP to specify the area s for which the group adjustments are valid if they should be limited If no entries are made in the Valid Areas window for adjusted group requirements the adjustments entered on SMASGRP are applied to all of a student s areas if there are multiple ones and are used instead of the standard group requirements in compliance evaluations for the student 1 Access the Valid Areas window of the Student Group Adjustments Form SMASGRP 2 Inthe Area field enter each area to which you want the group adjustments to be applied 3 Save your changes Adjust Group Course Attribute Attachments Use the Student Group Adjustments Form SMASGRP to adjust course attribute attachments for a group When you select the Course Attachments button in the main window of SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options
124. e Validation Form SMAALIB Area Library Form SMAAREA Area Requirements Form SMAGLIB Group Library Form SMAGROP Group Requirements Form SMAPRLE Program Definition Rules Form SMAPROG Program Requirements Form SMARQCM Compliance Request Management Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form SOACURR Curriculum Rules Form STVMAJR Major Minor Concentration SMAALIB Area Library Form ree ee SMARQCM Compliance Request Management Form SOACURR Curriculum Rules Form STVNATN Nation Code Validation SMARQCM Compliance Request Management Form Form STVORIG Originator Code Validation SMARQCM Compliance Request Management Form Form STVPRNT Compliance Print Code SMAAREA Area Requirements Form OR EOR SMACPRT Compliance Print Type Rules Form SMAGROP Group Requirements Form SMAPROG Program Requirements Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form April 2010 Banner Student 8 4 1 13 CAPP Handbook Getting Started Validation Form Application Functional Form STVSTAT State Province Code SMARQCM Compliance Request Management Form Validation Form STVSUBJ Subject Code Validation SMAAREA Area Requirements Form kiji SMAGROP Group Requirements F
125. e a flag that indicates whether groups or course attribute detail attachments are attached to the area Since additions or deletions of group attachments might require that this flag be reset the message appears to indicate that updates have been made to a record that you are not viewing Define Rules for Area Group Attachment Adjustments Use the Student Area Adjustments Form SMASARA to define or adjust rules for area group attachments When you select the Group Attachment button in the main window of SMASARA the system opens the Group Attachment Form SMQSAGR SMQSAGR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access Rules can be defined alone or can be used with sets and subsets No other data elements except set and subset if required are allowed on a line with a rule See Rules on page 2 13 for more information about rules This procedure assumes that you have already assigned a rule to an area group attachment adjustment as explained in Adjust Area Group Attachments on page 6 21 6 22 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 1 Access the Group Attachment Rules window of the Group Attachment Form SMQSAGR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Group Attachment button 1 5 Place the cursor on the
126. e appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting area requirements 3 Save your changes 6 28 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Adjust Area Course Attribute Exclusions for Attachment Rules There might be cases where you need to exclude specific courses or attributes from satisfying a detail requirement For example there may be a range of courses that will satisfy a requirement but one or two courses in the range are not allowed Course attribute exclusions will allow to use the range for the requirement but to exclude the courses that should not apply Use the Student Area Adjustments Form SMASARA to adjust course attribute exclusions for an attachment rule When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the Rule Course Attribute Exclusions window of the Group Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachment button 1 5 Place the cursor on the row for the attachment rule for which you want to adjust course attribute exclusions the
127. e ees 6 6 Default Program Requirements 2 0 a a 6 7 Adjust Program General Requirements 2 00005 6 8 Adjust Program Text 2 a 6 8 Adjust Program Non Course Requirements 2 405 6 9 Adjust Program Course Levels to Include or Exclude 6 9 Adjust Program Required Attributes 2 2 20000 008 6 10 Adjust Program Restricted Subjects Attributes 6 10 Enter Text for Adjusted Program Restricted Subjects Attributes 6 11 Adjust Program Restricted Grades 2 2 6 12 Enter Text for Adjusted Program Restricted Grades 6 12 Adjust Program Area Attachments aa oaa a ee 6 13 Track Program Adjustments 2 20 0 000 ee ee ee 6 13 Make Program Adjustments over Time 2 2 005 6 14 Area Adjustment Procedures 2 2 ee eee eee ee ees 6 15 Default Area Requirements 0 0000p tee ee es 6 17 Adjust Area General Requirements 00 00002 eee aee 6 17 Adjust Area Text 2 aa a 6 18 Adjust Area Course Levels to Include or Exclude 6 18 Adjust Area Restricted Subjects Attributes 2 004 6 19 vi Banner Student 8 4 April 2010 CAPP Handbook Contents Enter Text for Adjusted Area Restricted Subjects Attributes 2 6 19 Adjust Area Restricted Grades 2 1 a a 6 20 Enter Text for Adjusted Area Restricted Grades 5 6 20 Limit Area Adjustme
128. e for Purge No Requests entered on or before this date will be purged This is used only when the Purge Selection parameter is U Request Date for Range No Requests with dates between the values specified for Purge the Request for Date Purge and the Request for Date Range Purge parameters will be purged This is used only when the Purge Selection parameter is U ID s for Purging No Specific ID s to be purged This is used only when the Purge Selection parameter is U Programs for Purging No Program s to be purged This is used only when the Purge Selection parameter is U Validated against SMAPRLE User s for Purging No User s to be purged This is used only when the Purge Selection parameter is U 5 39 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Purge Processed or Not Yes Specifies which requests are to be purged This P Processed applies only to requests that meet all other criteria U d specified for this job i FPOe B Both Purge Detail or Request Yes Specifies what is to be purged detail information D Purge detail only or requests and all associated records This R Pu d d applies only to requests that meet all other criteria rge request and records specified for this job Purge Hardcopy Yes Specifies whether hardcopy requests are to be Y Purge hardcopy requests Requests urged a P Do not purge hardcopy requests Hardcopy Request Date No Last date for which hardcopy requests should be purged T
129. e main window 8 Save your changes 9 Take note of the request number assigned by the system in the Request Number field because you will need this to review the results as described in the next procedure 10 Select Submit for Processing from the Options Menu Review Compliance Request Results This section describes how and where within the system you can review the results of a compliance request that has been processed By following the steps presented below you will begin to develop an understanding of how you can drill down through the different levels within the hierarchy of a CAPP program April 2010 Banner Student 8 4 1 21 CAPP Handbook Getting Started To follow the steps presented below you must note ID and compliance request number used in the previous procedure 1 2 Access the Compliance Results Inquiry Form SMICRLT In the ID field enter the ID you used in the previous procedure In the Request Number field enter the compliance request number you created and submitted for processing in the previous procedure Go to the next block The program and catalog information processed by compliance for this request are displayed in the top portion of the form The two sections that make up the lower portion of the form have navigational buttons that will take you either to other blocks of SMICRLT or to the Program Output Inquiry Form SMIPOUT To see the program level results for the requirements evalu
130. e program code 3 Inthe Term field enter the code of the term for which the program is to be in effect 4 Go to the next block 5 Access the Program Area Attachments window April 2010 Banner Student 8 4 4 5 CAPP Handbook Setting Up CAPP 6 Inthe Area field enter the code for the area you want to attach The values in the following fields automatically default from the Area Definition Form SMAAREA if defined there although you can change them in this window e Priority e Course Re use e Attribute Re use e Year Rule The values in the following fields automatically default from the Area Library Form SMAALIB Student Level e Course Level 7 Inthe Priority field enter the value representing the area s priority within the program Note The system considers lower number priorities before higher number priorities when running compliance If two areas are assigned the same priority the system considers them in alphabetical order ia 8 Modify the area s default values if desired 9 Save your changes 10 Repeat steps 6 through 9 for each area you want to attach to the program Define Qualifier Criteria for Dynamic Compliance If a program is non captive you can specify criteria for area qualifiers to be used for dynamic compliance See Dynamic Compliance on page 1 6 for more information about dynamic compliance and area qualifiers 1 Access the Program Requirements Form SMAPROG See the Onli
131. e the Online Help for detailed information about completing this form 2 Insert a new record 3 Define the group 4 Save your changes Build Group Requirements from Scratch This procedure explains how to build a group s requirements from scratch where you need to define everything You would typically use this procedure for the first group you define when you begin to implement CAPP and for groups that have nothing in common with other groups Once your first group is defined you can either copy it and change specific details as explained in Copy a Group s Requirements to Another Group on page 4 33 or create a new group and copy parts of an existing one as explained in Copy Part of a Group s Details to Another Group on page 4 34 In general you can enter detail requirements in any order The following procedure presents them in the order they appear on the Options menu If you try to enter information in a window that is dependent on information being entered elsewhere first the system displays a message 4 30 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 1 Access the Group Requirements Form SMAGROP See the Online Help for detailed information about completing this form 2 Inthe Group field enter the group code If you enter a group code that is not defined on the Group Library Form SMAGLIB the system displays a message with an option that opens SMAGLIB so that the
132. e the cursor on the row for which you want to enter level inclusions exclusions then select Exclusions from the Options Menu If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting group requirements 3 Save your changes Define Rules for Group Course Attribute Attachments Use the Student Group Adjustments Form SMASGRP to define or adjust rules for area group attachments When you select the Course Attachment button in the main window of SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options Menu or using Direct Access Rules can be defined alone or can be used with sets and subsets No other data elements except set and subset if required are allowed on a line with a rule See Rules on page 2 13 for more information about rules This procedure assumes that you have already assigned a rule to an area course attribute attachment adjustment as explained in Adjust Group Course Attribute Attachments on page 6 37 1 Access the Group Course Attribute Attachment Rules window of the Group Course Attributes Attachment Form SMQSGCR as follows 1 1 1 2 1 3 1 4 1 5 Access Student Group Adjustments Form SMASGRP
133. e used as the prerequisite program code Area prerequisite processing uses the CAPP Program Compliance Process SMRCMPL to evaluate prerequisite requirements and their fulfillment Compliance processing requires that areas be evaluated within the context of a program and compliance results are attached to a program The code you create in this step is used for this purpose 2 Access the Crosswalk Validation Form GIVSDAX and create a row with the following values System External Internal Code Required Code Internal Code Seq Number Internal Code Group Description Indicator program PREREQPROG null PREREQUISITES your desired selected code defined description of the on rule SMAPRLE in step 1 The program code defined for prerequisite processing on GIVSDAX will be used to provide a logical link within compliance to process areas as registration prerequisites This code is loaded to the temporary request record SMRRQCM built for the duration of the registration prerequisite process 3 Determine a coding structure to use for area prerequisite requirements On the Area Library form SMAALIB enter up to a ten character value in the Area Code field For example using a coding structure like PENGL1005 where P indicates a prerequisite requirement and ENGL1005 is the course for which prerequisites are defined provides for easy queries of prerequisite areas and simplifies data entry and reporting Also when creating area codes to be use
134. ed it can fulfill several detail requirements although its credits are used only once toward the minimum credit requirements of the program Default reuse indicators are assigned to each area and group and specific reuse indicators are assigned when you attach an area to a program or a group to an area The reuse indicators are None Out In Both and Within and are described in the following table 2 2 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts Indicator Description None You cannot reuse a course attribute Out Courses attributes used in an area or group can be released go out for reuse in other areas but already used courses attributes cannot come in to the area group In Courses attributes previously used can come in and be considered for reuse but if used in the current area or group they cannot go out to be used by any additional areas or groups Both Previously used courses attributes can go out if used and can also come in if already used Within Within reuse is a little different than the others Within deals with use of the course and its attributes within the same area or group If within reuse is not allowed either a course ness or one of its attributes can be used within the same area or group If within reuse is allowed both the course and one of its attributes can be used within the same area group When within reuse is allowed the course s credits will be used only once to
135. efined and you want to delete them so that you can copy you must delete them using the Record Remove function m 5 In the Default From Group field enter the group code from which you want to copy group requirements 6 Inthe Group Rule Term field enter the term code for the effective term of the group from which you want to copy group requirements The checkbox for each type of requirement that has been defined for the group from which you are copying group requirements is selected 7 If desired clear the checkbox of any type of requirement that you do not want to copy 8 Select the Process Default button or perform a Duplicate Record function The system copies the selected requirements to your new group 9 Go to the next block 10 Review the copied requirements and make any changes as desired 11 Save your changes Copy Part of a Group s Details to Another Group Each window on the Group Requirements Form SMAGROP allows you to copy the details associated with that window from one group to another The window cannot have any details defined for it or else this option cannot be performed 1 Access the Group Requirements Form SMAGROP See the Online Help for detailed information about completing this form 2 Inthe Group field enter the group code If you enter a group code that is not defined on the Group Library Form SMAGLIB the system displays a message with an option that opens SMAGLIB so that the group
136. ent Term Subj Crse Title Attr Crdts Grd 200410 LIBR 1101 Academic Research 2 00 A SAL 16 ACT Subscore Arts Literat 2 00 Area F BA CHM Core Area F Chem Majors Core Area F modified specifically for students pursuing a BA in Chemistry AREA SUMMARY MET General Requirements MET Course Requirements AREA GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credits Courses Met Req Act Reqd Act Total Required Y 14 00 14 00 6 AREA RESTRICTED SUBJECTS ATTRIBUTES Ss Aaa Actn Actn Release 7 1 0 1 Page 4 Print Date 21 NOV 2005 Print Type PRNTALL Effective Term 000000 Source 0 Course Crse Credits Courses Cmp Col Dept Subj Low High Attr Max Act Max Actl Actn PWLA 0 00 0 3000 4999 0 00 0 3000A 49992 0 00 0 Courses Used By Requirement Term Subj Crse Title Attr Crdts Grd S Actn 200210 CHEM 1211K Principles of Chemistry I 4 00 A H 200220 CHEM 1212K Principles of Chemistry I 4 00 A H 200210 CHEM 2411 Organic Chemistry I 3 00 B T 200210 CHEM 2411L Organic Chemistry I Lab 1 00 A T 200210 MATH 1112 Trigonometry 1 00 A H 200210 MATH 1634 Calculus I 1 00 B T 12 00 Area BA CHM MJR BA Chemistry Major Area AREA SUMMARY NOT MET General Requirements NOT MET Group Requirements AREA GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credits Courses Met Req Act Reqd Act Total Required N 26 00 18 00 7 Min Area GPA Y 2 00 3 66 USED GROUPS Effective Term 000000 Source 0 Met Rule
137. ent is to be active 26 6 Save your changes 26 7 Return to the main window 26 8 Repeat step 26 for each base curriculum rule to which you want to attach concentrations 27 If you want to attach minors to the base curriculum rule continue as follows 27 1 Select the rule to which you want to attach minors 27 1 Select the Minors tab to go to the Minors window 27 2 If necessary change the term code in the From Term field 27 3 For each minor that you want to attach to the base curriculum rule enter the minor code in the Minors field 27 4 Select the checkbox of each module for which this minor attachment is to be active 27 5 Save your changes 27 6 Return to the main window 27 7 Repeat step 27 for each base curriculum rule to which you want to attach minors 28 When you have finished defining a curriculum rule select the Locked checkbox in the main window and save your changes 29 When you have finished defining all of your curriculum rules and are ready to put them into use with CAPP access SOACTRL and set the Require Program Code on Curriculum Rules radio button group to Yes April 2010 Banner Student 8 4 3 11 CAPP Handbook Setting Up Curriculum Rules Display Curriculum Rules The Curriculum Rules Form SOACURR opens in query mode This procedure explains how to display as many or as few base curriculum rules as you choose 1 Access the Curriculum Rules Form SOACURR 2 Ifyou want to displa
138. ents are normally required to take a computer literacy course but a student works in the industry and the advisor decides to waive the requirement based on actual experience The institution does not formally grant credit for experiential learning but the intent of the waiver is both to exempt the student from the requirement and to consider that the credits have been earned The waiver is recorded with an action code that counts and the adjusted credits and course values are entered The requirement is considered satisfied and the adjusted credits and course values accumulated toward all appropriate group area and program minimum credit course requirements The ability to count waived requirements is controlled by the action code entered for the waiver and the count indicator for the action code on the Action Code Validation Form STVACTN Substitutions Substitutions allow you to specify that a course that would not normally satisfy a requirement should be used to satisfy the requirement Example A requirement exists for ENGL 1201 which is a literature course The student has transferred in a literature course but the course was not an exact equivalent of ENGL 1201 so it was assigned the course number 1289 instead When ENGL 1289 is substituted for ENGL 1201 the ENGL 1201 requirement will be satisfied Note When using the Student Targets Waivers and Substitution Form SMASADJ you are manipulating the use of individual cou
139. epresents the kind of details For example if you are copying restricted grades access the Default Restricted Grade window Note If any details have been defined in the window you will not be able to access the Default window m 7 Inthe Default From Area field enter the code of the area from which you want to copy area details 8 Inthe Area Rules Term field enter the term code for the effective term of the area from which you want to copy area details 9 Select the Process Default button or perform a Duplicate Record function The system copies the selected details to your new area and redisplays the main window with the cursor in the key block April 2010 Banner Student 8 4 4 21 CAPP Handbook Setting Up CAPP 10 Review the copied details and make any changes as desired 11 Save your changes Copy an Area s Details to A New Term Range An area s information might need to be changed over time For example you might require a minimum of 24 credits for an area at one point in time but add an additional requirement so that the area requires at least 30 credits from that point in time on CAPP allows you to maintain the area s information for specific term ranges When you perform compliance the catalog term specified for the compliance request determines which set of requirements are used You can copy area details from one term range to a new one and then change the necessary details or you can end the deta
140. epts Rule Processing The system uses rules to handle situations in which Boolean logic cannot correctly process requirements such as the following To select three conditions from five conditions e To select one course from list of possibilities e To select one course each from three of the five lists below e To use an umbrella rule and maximum values that span detail requirements If necessary you can use both list processing and Boolean logic in rules For example you might need a rule that requires two out of three conditions but that uses Boolean logic within the conditions all detail lines are required and must be met or you might need to use list processing logic use whatever detail lines are necessary to satisfy the umbrella requirements within the conditions Each rule is defined by its umbrella and its detail line section The rule umbrella contains information that drives processing This information includes the number of required conditions per condition information credits required courses required maximum credits and maximum courses and total rule information A value must be defined in at least one of the fields that make up the umbrella for any rule processing to occur During rule processing values entered in the maximum credits courses per condition and maximum credits courses total will never be exceeded The umbrella and detail line section work together but the umbrella is the controlling force
141. eq Act Reqd Act Total Required N 9 00 4 3 Courses Used By Requirement Term Subj Crse Title Attr Crdts Grd S Actn 200420 SPAN 1001 Beginning Spanish I 3 00 R 200210 SPAN 2001 Intermediate Spanish I 3 00 A H 200420 SPAN 2002 Intermediate Spanish II 3 00 R 9 00 Area CORE AS SC Arts amp Sciences Science Core One year two semesters in a single lab science Note that some sciences include the lab with the base course while in other sciences the lecture and lab are separate courses AREA SUMMARY MET General Requirements MET Course Requirements AREA GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credits Courses Met Req Act Reqd Act 5 47 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George ID A00034799 Request Number il Total Required Yy 8 00 4 4 Courses Used By Requirement Term Subj Crse Title Attr Crdts Grd 200210 BIOL 1010 Biological Principles 3 00 A 200210 BIOL 1011 Biological Principles Lab 1 00 B 200210 BIOL 1020 Biological Principles II 3 00 A 200210 BIOL 1021 Biological Principles II 1 00 B 8 00 Area B SCI MAJR Core Area B Science Majors Core Area B requirements modified specifically for science majors AREA SUMMARY NOT MET General Requirements MET Course Requirements AREA GENERAL REQUIREMENTS Effective Term 000000 Source 0 e lt Gredrtse Courses Met Req Actl Reqd Act Total Required N 4 00 2 00 1 Courses Used By Requirem
142. eq Req Min Crse Actn M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code N ART N and FNAR N and MUSC Me and THEA 200210 THEA 1111 Introductory Theatre 3 00 A T ee 5 51 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George ID A00034799 Request Number il aa ae OS 1 Zaz lt e Group CORE COMP Comp Literature Component 2 courses Met Two freshman level literature or composition courses Course Crse Req Req Min Rule Subj Low High Attr Crdt Crse Grd Term ENGL 1002 1999 2 200210 200220 Group CORE GHUM General Humanities Component 6 courses Core Seminar 1000 and 1001 one course in Biblical amp Historical Studies one in Literature and two in Phi lospophy Course Crse Req Req Min Rule Subj Low High Attr Crdt Crse Grd Term CHSM 1000 1001 2 and ENGL 1201 1250 1 and PHIL 2 and BLHS I 200210 Group CORE MATH Math Stat Component 2 courses Met Two courses in Math or Statistics taken in specified combinations Course Crse Req Req Min Rule Subj Low High Attr Crdt Crse Grd Term MATH 1112 200210 MATH 1112 substituted for MATH 1030 and MATH 1634 200210 MATH 1634 substituted for MATH 1090 J or STAT 2107 and STAT 2108 Group CORE SSCI Social Science Component 3 courses Met Three courses in History HIST American Studies AMST Sociology SOCI or Psychology PSYC each ina different discipline Subj C
143. er e When Sort Order N ame is selected hardcopy output produced by batch compliance is sorted by the value in the Issued To field in the Hardcopy Request window of SMARQCM If the Send to Advisor parameter is Y the issued to name is the advisor s name If the Send to Advisor parameter is N the issued to name is the student s name Therefore this one parameter can correctly sort requests so that they can be easily distributed either to students or to advisors e When Sort Order Z ip name is selected hardcopy output produced by batch compliance is sorted first by the ZIP postal code in the hardcopy output request then by the issued to name If the Send to Advisor parameter is Y the issued to name is the advisor s name If the Send to Advisor parameter is N the issued to name is the student s name Because advisor addresses are not inserted into hardcopy output request records it would be inappropriate to select this sort order when the Send to Advisor parameter is Y However this sort order is appropriate if you are producing hardcopy output to mail to students e When Sort Order P rogram name is selected hardcopy output is sorted by the program code in the compliance request record for which hardcopy output is produced then by the issued to name This sort option allows you to distribute hardcopy output by program Because the issued to name is also part of the sort order this option produces output sorted first by program
144. er term or a course attempted in the same term if the Concurrent Enrollment Allowed checkbox is selected in the Course Attribute Attachment window of SMAAREA or the Group Requirement Form SMAGROP An enrollments in which a student is wait listed from which a student has withdrawn or which have already been graded will never be considered an in progress course Future term enrollments while in progress for transcript purposes will never be considered by prerequisite checking 4 26 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP e Use the Prerequisites radio button group in the Registration Error Checking window of SOATERM to specify whether prerequisite selecting should be performed e Select the No Check radio button to specify that prerequisite restrictions will not be checked e Select the Fatal radio button to specify that failure of a prerequisite restriction will raise a fatal error 10 Required Determine how the pipes processes that submit compliance requests will be managed When using area prerequisite requirements Oracle pipes are used to submit compliance requests from the various registration processes The following pipe programs are involved e The Pipe Initialization Process SFRPINI initializes the Pipe Process for each pipe listed in the SFBPIPE table e The Pipe Process SFRPIPE is used as a listening agent for Oracle pipes to initiate the compliance process and to perform compliance evalua
145. erm ranges When you perform compliance the catalog term specified for the compliance request determines which set of requirements are used You can copy all requirements from one term to the next and then change the necessary details or you can copy just the requirements in an individual window as explained in the following procedures e Copy All of a Program s Requirements from One Term to Another on page 4 10 e Copy Program Requirements in a Specific Window on page 4 10 April 2010 Banner Student 8 4 4 9 CAPP Handbook Setting Up CAPP Copy All of a Program s Requirements from One Term to Another Access the Program Requirements Form SMAPROG See the Online Help for detailed information about completing this form In the Program field enter the program code If you enter a program code that has not been defined on the Program Definitions Rules Form SMAPRLE the system displays a message with an option that opens SMAPRLE so that the program can be added In the Term field enter the code of the first term in the new range Go to the next block Select the Copy button The system copies all requirements from the previous term range to the new one Review the copied requirements and make any changes as desired Save your changes Copy Program Requirements in a Specific Window 1 Access the Program Requirements Form SMAPROG See the Online Help for detailed information about completing t
146. escription lst Year Tech 2nd Year Tech lst Semester lst Semester Courses Crse 197 198 1040 210 220 225 243 291 201 202 102 110 103 101 102 101 121 150 101 201 101 105 22 DIPLELET 200310 200310 Cuspin Lorie Catalog KKKKKKKEKK KKKKKKKKK Term 199510 199610 Grade ArPAAFOWWDWWDWIWWIOOFWASSrwow 2 Aw GRADUATION CLEARANCE Program Compliance Report Term Order Term 200420 KKK KK KKK KK KK KKK KK KK KKK KK KKKKKKKKKEKEK kkkkkkkkxkkkkkkkkkkkkkkkkkkkkkkkkkkxk Credits Source Level Camp Coll 3 00 History UG BU 3 00 History UG BU 3 00 History GR AS 4 00 History CR E 2 00 History CR E 2 00 History CR E 4 00 History CR E 00 History CR E 2 00 History CR E 2 00 History CR E 4 00 History CR E 4 00 History CR E 3 00 History CR AS 4 00 History CR E 4 00 History CR E 4 00 History CR E 3 00 History CR E 00 History CR E 4 00 Transfer CR 3 00 Transfer CR 5 00 History CR E 2 00 Transfer CR Wn DNQDDAMDMMIDMDMAAMMMMOMDMD 1 a gt gt gt mmamse mmmm ssemMmmmMM z 1 MATH PAGE 1 SMRCMPL Banner Student 8 4 CAPP Handbook Compliance Requests 5 43 April 2010 Compliance Hardcopy Output SMRCRLT Description This is the process that generates hardcopy reports of compliance results The report can be produced in any of the following ways e Via the Compliance Request Management Form SMARQCM hardcopy
147. eter is P Used to identify the selection ID of the population when population selection processing is requested Single Creator ID No unless Run Mode parameter is P Used to identify the creator of the population when population selection processing is requested Single 5 33 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Parameters cont Name User ID Required No unless Run Mode parameter is P Description Values Used to identify the user who created the population which will be used Single Curriculum Source No unless Run Mode parameter is P Used to specify the source of the curriculum datato R Use recruiting records be used when a compliance request is created during population selection processing Single Use admission application records When Recruiting R is selected compliance request records are created for records in the population based on the information in the selected recruiting D Use degree records record To be used as a curriculum source record at least one recruiting record must exist for the Process Term parameter If multiple recruiting records exist for the selected term multiple compliance requests are created and evaluated Compliance request records are not created for recruiting records that have been withdrawn Use student records When Admissions A is selected compliance request records will be created for people in the popul
148. exclusions in the applicable field then going to the Area XXX Codes to Include Exclude window where XXX represents the type of qualifier for example Area Degree Codes to Include Exclude window to define the set If a set of qualifiers has been defined an asterisk is displayed next to the value in the field 1 Access the Area Library Form SMAALIB See the Online Help for detailed information about completing this form Select the area for which you want to define qualifiers Access the Area Library Qualifiers window In the Qualifier Term field enter the code of the term for which the qualifiers you are defining become effective Go to the next block If you want to define a single value to be included for one of the qualifiers enter it in the qualifier s field for example Degree or Major If you want to define a set of values to include for one of the qualifiers take the following steps 7 1 Enter FEW in the qualifier s field for example Degree or Major 7 2 Select the Search button for the qualifier s field to access the Area XXX Codes to Include Exclude window where XXX represents the type of qualifier for example Area Degree Codes to Include Exclude window The system displays the window with INCLUDE in the Include Exclude field in the key block Only the values entered will be included for consideration during dynamic compliance 7 3 In the qualifier s field for example Degree or Maj
149. f SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options Menu or using Direct Access 1 Access the Group Rule Exclusion window of the Group Course Attributes Attachment Form SMQSGCR as follows 1 1 Access Student Group Adjustments Form SMASGRP 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachments button 1 5 Place the cursor on the row for the attachment rule for which you want to adjust course attribute exclusions then select the Search button for the Rule field 1 6 Go to the next block 1 7 Place your cursor on the row for the rule detail attachment for which you want to adjust course attribute exclusions then select Exclusions from the Options Menu If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting group requirements 3 Save your changes Track Group Adjustments The Group Adjustment Tracking window of the Student Group Adjustments Form SMASGRP displays an audit trail of all adjustment actions One audit trail record is written automatically per table effective term user and date You can also enter comments associated with each audit trail entry April 2010 Ba
150. f the details If you want to associate text with a restriction use the Group Restricted Subject Attribute Text window When finished with the Group Restricted Subjects Attributes window save your changes April 2010 Banner Student 8 4 4 31 CAPP Handbook Setting Up CAPP 9 Ifyou want to enter restricted grades use the Group Restricted Grades window If desired you can copy restricted grades from an existing group To do this use the Default Group Restricted Grades window Once the restrictions are copied into this window you can change any of the details If you want to associate text with a restriction use the Group Restricted Grade Text window When finished with the Group Restricted Grades window save your changes 10 When you are ready to attach courses attributes and or rules to the group use the Group Course Attribute Attachment window See Attach Courses and or Attributes to Groups on page 4 32 of this chapter for a complete procedure for attaching courses and or attributes When finished with the Group Course Attribute Attachment window save your changes 11 When the group is completely defined select the Active radio button in the General Requirements block of the main window 12 Save your changes Attach Courses and or Attributes to Groups You can attach specific courses course attributes and or student attributes to groups If desired you can apply set and subset values to a course
151. ffect 4 Go to the next block 5 Access the Area Group Attachment window Note If course attribute detail requirements have already been defined in the Area Course Attribute Attachment window you cannot access the Area Group Attachment window You can attach either course attribute detail requirements or groups but not both a 6 If using set subset functionality enter the appropriate values in the Set and Subset fields 7 If defining a rule for the group attachment take the following steps 7 1 Enter a code for the rule in the Rule field 7 2 Save your changes 7 3 Access the Area Group Attachment Rules window and define the rule 7 4 Save your changes 7 5 Select the Return button to return to the Area Group Attachment window 8 If not using a rule to define the group attachments enter a valid group code in the Group field The following fields will default to the values defined in the General Requirements window of the group code that was entered although the values can be changed e Course Re Use e Attribute Re Use Within Ind e Year Rule 9 Save your changes 10 Repeat steps 6 through 9 for each group you want to attach to the area April 2010 Banner Student 8 4 4 19 CAPP Handbook Setting Up CAPP Copy an Area s Requirements to Another Area If a new area being defined has many requirements that are the same as those in an area that has already been defined you can copy the existing area s requ
152. figured to determine whether the XML data is saved to the table for either single or batch compliance evaluations You can query on a data set from the table or extract elements using XML tags This allows you to perform data mining query for statistics and produce new types of reporting An XPath function can be used to extract data from nodes using string values An existsNode function can be used to return true values if they exist You can refer to an XPath Core Function Library for a complete list of functions When XML compliance output is created from Self Service by a student or faculty member advisor it is not saved to the SMRCXML table This allows students to run multiple what if scenarios and not take up database space When XML compliance output is created from baseline using SMARQCM or SMRBCMP the data is saved based on how the jar file parameters are set Delivered Stylesheets Two stylesheets are delivered for use with XML output one for baseline hardcopy output and one for Self Service online output Both stylesheets are XSL templates The hardcopy template produces output in a text format and the Web template produces output in an HTML format The stylesheets are xs1 files that are used to control how the XML document is formatted The default stylesheet is the smrcritlis xs1 file This stylesheet can be used with the baseline output file smrcmjx 1is and the Self Service template file smrcr1t xs1 to create the
153. group can be added 3 Inthe Term field enter the code of the term for which the group is to be in effect 4 Go to the next block 5 Inthe General Requirements block enter general requirements that apply to the whole area If desired you can copy general requirements from an existing group To do this use the Default Group General Requirements window Once the requirements are copied into the General Requirements block you can change any of the details When finished with the General Requirements block save your changes 6 If you want to associate text with the group use the Group Text window When finished with the Group Text window save your changes 7 Ifyou want to enter included or excluded course levels use the Group Include Exclude Course Levels window If desired you can copy included or excluded course levels from an existing group To do this use the Default Group Include Exclude Course Levels window Once the additional levels are copied into this window you can change any of the details When finished with the Group Include Exclude Course Levels window save your changes 8 Ifyou want to enter restricted subjects or attributes use the Group Restricted Subjects Attributes window If desired you can copy restricted subjects or attributes from an existing group To do this use the Default Group Restricted Subjects Attributes window Once the restrictions are copied into this window you can change any o
154. h Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Cod Y CHEM 2411 200210 CHEM 2411 Organic Chemistry I 3 00 B T Ne and CHEM 2411L 200210 CHEM 2411L Organic Chemistry I Lab 1 00 A T Y and CHEM 200210 CHEM 1211K Principles of Chemistry I 4 00 A H 200220 CHEM 1212K Principles of Chemistry II 4 00 A H Y and MATH 200210 MATH 1112 Trigonometry 1 00 A H 200210 MATH 1634 Calculus I 1 00 B T 14 00 3 71 GPA Rule CHEM Basic Chemistry options Seira a E SE E E a a E eS es Role Umorella rasina AR a Conditions Required Per Condition Maximum Per Condition Total Required Total Maximum Req Actl Credits Courses Credits Courses Creditsi Courses Credits Courses Req Act Req Act Max Act Max Act 2 2 8 00 2 8 00 2 Seane Ee SG Peele rere lS Ser ere Sere Sere e la es PU Mes ND Oa a hese ice Stee ceca ee So el eRe a ie nn i See a Course Crse Req Req Min Crse M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Yy 1STCHEM 200210 CHEM 1211K Principles of Chemistry I 4 00 A H Y and 2NDCHEM 200220 CHEM 1212K Principles of Chemistry II 4 00 A H Actn Code n ie Actn Code ca sis 5 55 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George Release 7 1 0 1 Page 12 ID A00034799 Print Date 21 NOV 2005 Request Number il Print Type PRNTALL Rule MATH 2 hrs from Math 1113 1634 PSRSeeH eS Shel ese re Ler e
155. harge a fee N Do not charge a fee e W Waive a fee 5 20 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests 6 If you enter Y or W in the Fee Charged field enter the detail code to be used for the charge in the Detail Code field The system enters values in the remaining fields You can change the amount in the Fee Amount field if desired 7 Save your changes Review Compliance Results Online Compliance results can be displayed online using the following forms e Compliance Results Inquiry Form SMICRLT e Program Output Inquiry Form SMIPOUT e Area Output Inquiry Form SMIAOUT e Group Output Inquiry Form SMIGOUT The compliance review forms generally provide more detail than can be accommodated in hardcopy output They are also designed to support a drill down review of compliance results That is they begin by showing you a summary of the results and then let you access more detail about each item Purge Compliance Requests You use the Compliance Request Activity Form SMACACT to purge compliance requests You can purge the detail associated with a request or purge the entire request During a compliance evaluation many compliance output records can be created This can cause the build up of a significant number of compliance related records In many cases only the results of the most recent compliance evaluation are meaningful and a significant amount of disk space could be recovered by
156. he Batch Compliance Process SMRBCMP The Batch Compliance Process provides several options for requesting and or producing compliance output Batch compliance processing also called batch compliance can do the following e Run the compliance process for outstanding requests and produce any hardcopy output associated with processed requests e Produce hardcopy output requests that have been requested online but have not yet been produced If the compliance process has not yet been run for a request with outstanding output the compliance process will be performed first This option allows you to print a group of individually requested hardcopy output documents at the same time rather than having them produced and sent to the April 2010 Banner Student 8 4 5 7 CAPP Handbook Compliance Requests printer one at a time using the Compliance Request Management Form SMARQCM Only hardcopy output requests that are flagged not to print immediately will be produced by runs of this type e Create new compliance and hardcopy output requests for a group of students run the compliance process and print requested output for the new records This option allows you to run the compliance process and print hardcopy output for a group of students contained in a population selection It can be used for example at the end of a term to produce compliance output for all registered students after courses have been graded and rolled to academic his
157. he Options Menu If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting group requirements 3 Save your changes Adjust Group Course Attribute Exclusions for Attachments There may be cases where you need to exclude specific courses or attributes from satisfying a detail requirement For example there may be a range of courses that will satisfy a requirement but one or two courses in the range are not allowed Course attribute exclusions allow you to use the range for the requirement while excluding the courses that should not apply Use the Student Group Adjustments Form SMASGRP to enter course attribute exclusions for an attachment adjustment When you select the Course Attachments button in the main window of SMASGRP the system opens the Group Course Attributes Attachment Form SMQSGCR SMQSGCR can be accessed only from the navigation block of SMASGRP It cannot be accessed from the Options Menu or using Direct Access 1 Access the Course Attribute Exclusions window of the Group Attachment Form SMQSAGR as follows 1 1 Access Student Group Adjustments Form SMASGRP 1 2 Enter the student details in the key block 1 3 Go to the next block April 2010 Banner Student 8 4 6 39 CAPP Handbook Adjustments 1 4 1 5 Select the Course Attachments button Plac
158. he compliance process will reflect this e The log file smrcmp1_ lt oneup gt 1og where lt oneup gt represents the one up job sequence number assigned to the compliance evaluation is written to your home directory This file can assist debugging system errors if any occur during compliance processing e Ifthe Print Immediately checkbox on the Hardcopy Request window of SMARQCM is selected hardcopy output associated with the compliance request is produced in the smrcr1t_ lt oneup gt 1is file Copy Information from One Request to Another You can copy values from an existing request to a new one using the following forms e Compliance Request Management Form SMARQCM e Compliance Request Activity Form SMACACT To copy a request using SMARQCM 1 Access SMAROQCM 2 Enter the student s ID in the ID field 3 Without going to the next block select Copy Existing Request from the Options menu 4 When the Copy Existing Request window is displayed in the Request Number to Copy From field enter the number of the request that you want to copy 5 If you want to copy values for planned courses select the Copy Planned Courses checkbox 6 Select the Process Copy button The system copies all values from the original request to the new one 7 Review the copied values and make any changes as desired 8 Save your changes To copy a request using SMACACT 1 Access SMACACT 2 Perform a query to locate the request to be copied
159. he requirement includes an attribute and the portion of the requirement is also to be waived enter the attribute code in the Attribute field In the Area field enter the code of the area to which the waiver applies if appropriate If no value is entered the requirement will be waived in all areas In the Group field enter the code of the group to which the waiver applies if appropriate If no value is entered the requirement will be waived in all groups In the Action field enter an appropriate waiver action code The Action Indicator of the action code on the Action Code Validation Form STVACTN must be Waive If the action code is one that counts the Count checkbox of the action code on STVACTN is selected enter an appropriate number of adjusted credits The adjusted credits value will accumulate toward group area and program minimum credit requirements No adjusted courses field is included because waivers are performed on a course by course basis If a waiver counts it will always accumulate one course toward minimum course requirements Save your changes April 2010 Banner Student 8 4 6 49 CAPP Handbook Adjustments 14 If you want to limit the waiver to specific programs continue as follows If the waiver should apply globally regardless of the program against which the student is complied do not perform the following substeps 14 1 Go to the Valid Programs block 14 2 In the Program field
160. his form In the Program field enter the program code If you enter a program code that has not been defined on the Program Definitions Rules Form SMAPRLE the system displays a message with an option that opens SMAPRLE so that the program can be added In the Term field enter the code of the first term in the new range Go to the next block Access the window associated with the requirements you want to copy For example if you want to copy required attributes from one term to another you would access the Program Required Attributes window Access the Default XXX window where XXX represents the kind of requirement For example if you are copying required attributes you would access the Default Program Required Attributes window 4 10 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 7 Select the Maintenance button The system copies all requirements from the previous term range to the new one 8 Review the copied requirements and make any changes as desired 9 Save your changes Make a Program Inactive Once all students in a program term range combination have finished or left the program you might want to make the program inactive 1 Access the Program Requirements Form SMAPROG See the Online Help for detailed information about completing this form 2 Inthe Program field enter the program code 3 Inthe Term field enter the code of the first term in the range you are making inactive
161. his is used only when the Purge Hard Copy Requests parameter is Y Requests entered on or before this date will be purged Run Mode Audit or Yes Specifies the run mode Running the process in A Audit Update Audit mode will produce a report of what will be Und purged based on the parameter values entered pdate Running the process in Update mode will actually remove the records from the system Print Detail Yes Specifies whether detail is to be printed or control Y Print detail totals only N Print control totals 5 40 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Report Sample Compliance Purge Process SMPCPRG 12 MAY 2009 05 45 PM GRADUATION CLEARANCE PAGE 1 Compliance Purge Control Report SMPCPRG AUDIT MODE ID NAME REQ PROGRAM ACTION PRINT TYPE 524833852 Abtew Asfaw A 7 FIN Compliance Request Audited 7 UG LONG Print Request Audited 9 FIN Compliance Request Audited 18 FIN Compliance Request Audited 19 FIN Compliance Request Audited 23 FIN Compliance Request Audited 24 FIN Compliance Request Audited PRINT TYPE 523233939 Bader Jamie L 11 BHS Compliance Request Audited 11 UG LONG Print Request Audited 14 BHS Compliance Request Audited 20 BHS Compliance Request Audited 21 BHS Compliance Request Audited 25 BHS Compliance Request Audited 26 BHS Compliance Request Audited PRINT TYPE 802009502 Bascom Henry S 77 PREREQPROG Compliance Request Aud
162. ifferent for a student are the restricted subjects attributes for an area you should not create adjusted area general requirements The rest of this section covers the following procedures for adjusting area requirements Default Area Requirements on page 6 17 Adjust Area General Requirements on page 6 17 Adjust Area Text on page 6 18 Adjust Area Course Levels to Include or Exclude on page 6 18 Adjust Area Restricted Subjects Attributes on page 6 19 Enter Text for Adjusted Area Restricted Subjects Attributes on page 6 19 Adjust Area Restricted Grades on page 6 20 Enter Text for Adjusted Area Restricted Grades on page 6 20 Limit Area Adjustments to Specific Programs on page 6 21 Adjust Area Group Attachments on page 6 21 Define Rules for Area Group Attachment Adjustments on page 6 22 Adjust Area Course Attribute Attachments on page 6 23 Adjust Area Additional Levels for Attachments on page 6 24 Enter Text for Area Adjusted Attachments on page 6 25 Adjust Area Course Attribute Exclusions for Attachments on page 6 25 Define Rules for Area Course Attribute Attachments on page 6 26 Adjust Area Additional Level Information for Attachment Rules on page 6 27 Enter Text for Area Adjusted Attachment Rules on page 6 28 6 16 Banner Student 8 4 April 2010 CAPP Handbo
163. ils in an individual window as of a certain term as explained in the following procedures e Copy an Area s General Requirements from One Term to Another on page 4 22 e Copy Area Details in any Other Window on page 4 23 Copy an Area s General Requirements from One Term to Another 1 Access the Area Requirements Form SMAARBEA See the Online Help for detailed information about completing this form 2 Inthe Area field enter the code of the area 3 Inthe Term field enter the code of the first term in the new range 4 Go to the next block 5 Select the Copy button The system copies the area s general requirements from the previous term range to the new one 6 Review the copied details and make any changes as desired 7 Save your changes 4 22 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP Copy Area Details in any Other Window 1 2 Access the Area Requirements Form SMAAREA In the Area field enter the code of the area In the Term field enter the code of the first term in the new range Access the window associated with the details you want to copy For example if you want to copy restricted grades from one term range to another access the Restricted Grades window Access the Default XXX window where XXX represents the kind of details For example if you are copying restricted grades access the Default Restricted Grade window Select the Maintenance butto
164. imiting area adjustments 6 21 validation forms for CAPP reference table 1 9 W a waivers adjusting for courses 6 49 WebCAPP setting up Banner for 7 1 l 6 Banner Student 8 4 April 2010 CAPP Handbook Index
165. ion appears at the top of every logical page of the document allowing logical pages to be used as stand alone documents if desired The mailing information fits in a standard window envelope e Compliance summary information appears at the top of every logical page of the document allowing logical pages to be used as stand alone documents if desired The specific fields of compliance summary information to be printed can be selected using SMACPRT 5 6 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Logical page 1 contains running two column information that includes e Compliance curriculum and curriculum source information e Miscellaneous graduation information e Text and restrictions for program area and group requirements e Courses that satisfy area or group requirements Logical page 2 contains area and group text and course attribute detail attachments including attachment rules The order in which information is printed is e Title of an area or group e Brief summary credits and our courses required from the area or group general requirements e Area group text e Actual course attribute detail attachments and rules Logical page 3 contains running two column information that includes e In progress courses e Planned courses e Rejected courses e Unused courses e Messages and disclaimers Batch Compliance Processing Compliance requests can be created and or processed in batch using t
166. ion for the rule Note The fields in the upper part of the window are called the rule umbrella The fields in the rule umbrella are optional However if you do not enter information in the umbrella the detail requirements will be processed as they are regular course attribute attachment m 3 Go to the next block 4 Enter or modify the values in the fields for which you are adjusting area requirements 5 Save your changes Adjust Area Additional Level Information for Attachment Rules Use the Student Area Adjustments Form SMASARA to adjust level inclusions exclusions that apply to a specific requirement When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the Include Exclude Course Level window of the Group Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachment button 1 5 Place the cursor on the row for the attachment rule for which you want to enter level inclusions exclusions then select the Search button for the Rule field April 2010 Banner Student 8 4 6 27 CAPP Handbook Adjustments 1 6 Go to the next block
167. irements to the new area then change the details that are different The new area cannot have any requirements defined for it or else this option cannot be performed If desired you can also copy just the requirements in an individual window This procedure is covered in Copy Part of an Area s Details to Another Area on page 4 21 of this chapter 1 Access the Area Requirements Form SMAAREA 2 Inthe Area field enter the code of the area If you enter an area code that is not defined on the Area Library Form SMAALIB the system displays a message with an option that opens SMAALIB so that the area can be added 3 Inthe Term field enter the code of the term for which the area is to be in effect Do not go to the next block 4 Access the Default All Area Detail Information window Note If any requirements have been defined for the area code and term you specify you will not be able to access this window If requirements have been defined and you want to delete them so that you can copy you must delete them using the Record Remove function m 5 Inthe Default From Area field enter the code of the area from which you want to copy area requirements 6 Inthe Area Rules Term field enter the term code for the effective term of the area from which you want to copy area requirements The checkbox for each type of requirement that has been defined for the area from which you are copying area requirements is selected
168. is approach are the following e Fewer program rules are required because you will need fewer program codes e Fewer curriculum rules are required because multiple majors will be attached to each base rule e You can build curriculum rules without first building program rules because you do not need program codes to make base curriculum rules unique The following are the drawbacks to this approach e You will not be able to identify a student s complete set of requirements merely by looking at the program code e You will need to define appropriate area qualifiers for the areas that must be selected dynamically Major Specific Programs A major specific program is one that applies to only a single major within a level college degree combination as shown in Figure 11 3 4 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules Base Curriculum Rue Program Campus lew College Degree BAANTHRO UG AS BA Majer Depertmert Attachment s Maon Deparnment ANTH Base Oricum Rule Program Campus Level College Degree BA ENGL UG AS BA Major Depertrrert Attachmert s Mao Deparment ENGL Figure 11 Major specific program curriculum rule In this example there are different program requirements for the programs leading to a Bachelor of Arts BA degree in the college of Arts amp Sciences AS at the undergraduate UG student level one set of program requirements for the m
169. it cannot be associated with records in the Recruiting Admissions General Student and Academic History modules When a curriculum rule is locked it is a valid rule that will be enforced during curriculum checking based on the error severity set for each module on SOACTRL and the module control settings for the rule in the Module Control window of this form m 10 Save your changes 11 Select the Module Control tab to go to the Module Control window 12 If necessary change the term code in the From Term field 13 Select the On radio button for each module in which this base curriculum rule should be in effect 14 Save your changes 15 Return to the main window 16 Select the Majors and Departments tab to go to the Majors and Departments window 17 If necessary change the term code in the From Term field 18 For each major that you want to attach to the base curriculum rule enter the major code in the Major field April 2010 Banner Student 8 4 3 9 CAPP Handbook Setting Up Curriculum Rules 19 20 21 22 23 24 If desired enter a department code in the Department field Select the checkbox of each module for which this major department rule is to be active If this major department rule is to be mapped for Web and EDI processing select the EDI Mapped checkbox Save your changes Repeat steps 18 to 22 for each major you are attaching to the base curriculum rule If you want to attach concentrations
170. it would be most helpful for the ID to have one or more of the required courses loaded into the institutional and or transfer academic history forms 1 Access the Compliance Request Management Form SMARQCM 2 Inthe ID field enter the ID you selected for testing purposes 3 Go to the next block 4 Ifa compliance request already exists for the ID insert a new record 5 In the Compliance Request block enter the following values in the specified fields Note Do not save your changes after entering these values You must not save until completing all entry on this form a 1 20 Banner Student 8 4 April 2010 CAPP Handbook Getting Started Field Value Evaluation Term 999999 Course Usage Order C Minimum Grade Numeric Value 0 Minimum In Progress Term 000000 Maximum In Progress Term 999999 Minimum Cut Off Term 000000 Maximum Cut Off Term 999999 Note Some of the values might default into the fields depending on the values specified on the Compliance Default Parameters Form SMADFLT a 6 Without saving the values entered in the previous step access the Compliance Curriculum window and enter the following values in the specified fields Note Do not save your changes after entering these values m Field Value Program TEST College 00 Degree 000000 Major 1 0000 7 Without saving the values entered in the previous step select the Return button to go back to the Compliance Request block of th
171. ited 78 PREREQPROG Compliance Request Audited 79 PREREQPROG Compliance Request Audited 80 PREREQPROG Compliance Request Audited 81 PREREQPROG Compliance Request Audited 82 PREREQPROG Compliance Request Audited PRINT TYPE 507041828 Brandorff William 12 CIM Compliance Request dited 12 UG LONG Print Request Audited 14 CIM Compliance Request Audited 20 CIM Compliance Request Audited 21 CIM Compliance Request Audited 12 MAY 2009 05 45 PM GRADUATION CLEARANCE PAGE 31 Compliance Purge Control Report SMPCPRG Purge Selection A1 but most Recent or User entered criteria ALL BUT MOST RECENT Purge Processed or Not Pro cessed Processed Requests ONLY Purge Detail or Request Purged Requests and Details Purge Hardcopy Requests Y N No Run Mode LAudit Update Audit Print Detail Y N Yes Processing Totals Compliance Requests Purged 889 Associated Hard Copy Requests Purged 22 Other Hard Copy Request Purged 0 5 41 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Description Program Compliance Report SMRCMPL The Program Compliance Report SMRCMPL is produced when a compliance request with the Create Course Select Report checkbox on the Compliance Request Management Form SMARQCM selected is processed The report displays diagnostic messages if any for example if the program is inactive or if an area is rejected and then lists student attributes and student courses The Studen
172. its from that point in time on CAPP allows you to maintain the group s information for specific term ranges When you perform compliance the catalog term specified for the compliance request determines which set of requirements are used You can copy all details from one term to the next and then change the necessary details or you can copy just the details in an individual window as explained in the following procedures e Copy a Group s General Requirements from One Term to Another on page 4 36 e Copy Group Details in Any Other Window on page 4 36 April 2010 Banner Student 8 4 4 35 CAPP Handbook Setting Up CAPP Copy a Group s General Requirements from One Term to Another Access the Group Requirements Form SMAGROP See the Online Help for detailed information about completing this form In the Group field enter the group code In the Term field enter the code of the first term in the new range Go to the next block Select the Copy button The system copies the group s General Requirements from the previous term range to the new one Review the copied details and make any changes as desired Save your changes Copy Group Details in Any Other Window f 2 Access the Group Requirements Form SMAGROP In the Group field enter the group code In the Term field enter the code of the first term in the new range Go to the next block Access the window associated with the detail
173. ituted enter the attribute code that will be substituted for the original requirement in the Substitutions Attribute field 6 50 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 12 13 14 15 16 17 In the Area field enter the code of the area to which the substitution applies if appropriate If no value is entered the requirement will be substituted in all areas In the Group field enter the code of the group to which the substitution applies if appropriate If no value is entered the requirement will be substituted in all groups In the Action field enter an appropriate substitution action code The Action Indicator of the action code on the Action Code Validation Form STVACTN must be Substitute If appropriate enter a number of adjusted credits The adjusted credits value will accumulate toward group area and program minimum credit requirements instead of the actual credits value of the substituted course No adjusted courses field is included because substitutions are performed on a course by course basis Save your changes If you want to limit the substitution to specific programs continue as follows If the substitution should apply globally regardless of the program against which the student is complied do not perform the following substeps 17 1 Go to the Valid Programs block 17 2 In the Program field enter the code of the program s in which the substitution is valid 1
174. ive requirements because the student has enough courses to satisfy general elective Later when the student has completed ENGL 1005 and ENGL 1006 ENGL 1501 will be used to satisfy the third required English course because compliance now finds all three required courses and can satisfy the entire requirement However if you target ENGL 1501 to the English requirement it always be used to satisfy that requirement Waivers Waivers allow you to specify that a student does not need to satisfy a particular requirement When a requirement is waived compliance considers the requirement satisfied Waived requirements can also count toward program area and or group minimum credit course requirements 6 46 Banner Student 8 4 CAPP Handbook Adjustments April 2010 Example 1 A student must normally complete four foreign language courses two at the introductory level and two at the intermediate level Registering in a higher level course is allowed based on placement and proficiency exams Students who are placed at a higher level are not required to satisfy the lower level requirement By waiving the requirement for the introductory courses a student satisfies the requirement as soon as the two intermediate courses are completed However because the waived courses do not count the student will need to take two additional courses elsewhere in the program to achieve the required minimum number of credits courses Example 2 Stud
175. k Setting Up Banner for WebCAPP Processing 6 Inthe WebCAPP Controls section in the Web Processing Controls window of the Term Control Form SOATERM do the following 6 1 Select the Web Evaluation Term checkbox This checkbox is used to indicate whether the term displayed in the key block should be available for selection on the Web when a user is viewing existing compliance reports or generating new compliance reports This indicator might need to be updated for each term depending on your institution s policy on viewing and running older compliance reports 6 2 Select the Web Catalog Term Control checkbox This checkbox is used to indicate whether the term displayed in the key block is a valid term for the dynamic catalog for WebCAPP processing 7 On the Compliance Default Parameter Form SMADFLT enter the value WEB in the Default Code field then set up the appropriate compliance request default parameters in the form 8 On the Originator Code Validation Form STVORIG make sure that the WEB originator code exists The WEB originator code is used for recording where a compliance had been requested from When a request is made the Origin Code field on the Compliance Request Management Form SMARQCM is populated with the WEB originator code 9 On the E mail Address Type Validation Form GrVEMAL make sure that valid e mail address type codes have been established for students and faculty members advisors These codes
176. l directing the installation and maintenance of the Bookshelf General User Guide auser s guide to the Banner General module its functions and features General Technical Reference Manual a technical reference manual for Banner general utilities 1 24 Banner Student 8 4 April 2010 CAPP Handbook Getting Started Student TRM Supplement an application specific supplement for the technical reference material Banner Security Administration Handbook a technical reference manual for Banner security for system administrator use April 2010 Banner Student 8 4 1 25 CAPP Handbook Getting Started 1 26 Banner Student 8 4 April 2010 CAPP Handbook Getting Started 2 Common Concepts This chapter covers the following concepts that are common throughout CAPP e Connectors on page 2 1 e Reuse on page 2 2 e Sets and Subsets on page 2 10 e Rules on page 2 13 Connectors Connectors connect a thought into a statement by using an and or logic Basically you are telling CAPP that you want to use one of the following X number of credits and X number of courses X number of credits or X number of courses e Just credits or just courses the connector is none The And Connector The and connector indicates that the requirement must be fulfilled using both of the values that you specify Example If you want to require 126 credits and 42 cou
177. ll in transfer articulation is not considered by compliance evaluations Banner Student 8 4 5 1 CAPP Handbook Compliance Requests e Courses attributes in which the student is currently enrolled are collected from the student s registrations Only courses that will eventually roll to academic history are collected Courses that are not gradable or that would exceed the repeat limit defined in the catalog for a course are not collected e Courses attributes that a student plans to take are collected from the planned courses associated with the specific compliance request e Non course achievements are collected from the student s non courses in academic history e Student attributes are collected from data entered in the Additional Student Information Form SGASADD Only student attributes in effect as of the evaluation term for the compliance request are considered by compliance Student attributes with an effective term range that ends before a compliance request s evaluation term are not considered when that compliance request is processed Course attributes can be collected from a number of sources e Attributes associated with institutional course work come from those attached to sections that have been graded and rolled to academic history The compliance process first checks to see if there are any attributes for the course specific to the student If there are the system uses the student specific set of attributes If there
178. lude detailed explanations as these are available elsewhere in this handbook instead there are cross references to pertinent procedures SunGard Higher Education recommends that you perform these steps in a test database not your live one Although you can set up CAPP either top down programs first then areas and finally if appropriate groups or bottom up groups first if appropriate then areas and finally programs this procedure uses a bottom up sequence First you will define an area and then a program In this sample procedure you will set up an area to evaluate a student s compliance with the requirements for a major in Psychology The sample uses the following requirements for the undergraduate Bachelor of Arts degree with a major in Psychology as they might appear in your institution s catalog The student must complete 11 courses with a minimum GPA of 2 50 No more than three courses can be transferred from another institution Core courses PSY 101 PSY 211 PSY 225 PSY 330 PSY 341 PSY 360 Additional courses One from PSY 323 PSY 325 PSY 327 Four PSY courses at least two at the 300 400 level including one from PSY 419 PSY 421 PSY 475 PSY 451 PSY 499 April 2010 Banner Student 8 4 1 15 CAPP Handbook Getting Started The rest of this section provides instructions for e Add an Area to the Area Library on page 1 16 e Define the Area s General and Detail Requireme
179. m For our sample area enter the following values in the specified fields Field Value Total Required Courses Il Maximum Transfer 3 Courses Minimum Program GPA 3 When finished with the General Requirements block save your changes Note You do not need to complete the following windows for our sample program m e Program Text e Program Non Course Requirements e Program Additional Levels e Program Required Attributes April 2010 Banner Student 8 4 1 19 CAPP Handbook Getting Started e Program Restricted Subjects Attributes e Program Restricted Grades 7 Attach our sample area to the program using the Program Area Attachments window For our sample enter PSY MAJOR in the Area field and accept the defaults in the remaining fields 8 When finished with the Program Area Attachments window save your changes 9 Go to the General Requirements block of the main window and select the Active radio button 10 Save your changes Create and Submit a Compliance Request Now you will create a compliance request and submit it for processing Before beginning this procedure you will need to create a system ID for a fictional person or identify the system ID for a real person you would like to use for testing Note Testing CAPP using production data presents very little risk as compliance results generated from testing can be easily removed m As you consider which system ID to use for testing purposes note that
180. m STVATTR Attribute Validation Form SMAAREA Area Requirements Form SMAGROP Group Requirements Form SMAPROG Program Requirements Form SMASADJ Student Targets Waivers amp Substitutions Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form STVATTS Student Attribute Validation SMASGRP Student Group Adjustments Form i SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form SMAALIB Area Library Form SMAAREA Area Requirements Form SMAGROP Group Requirements Form SMAPROG Program Requirements Form STVATYP Address Type Code SMARQCM Compliance Request Management Form Validation Form 1 10 Banner Student 8 4 CAPP Handbook Getting Started April 2010 Validation Form Application Functional Form STVCAMP Campus Code Validation SMAALIB Area Library Form ae SMAAREA Area Requirements Form SMAGROP Group Requirements Form SMAPRLE Program Definition Rules Form SMAPROG Program Requirements Form SMARQCM Compliance Request Management Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form SOACURR Curriculum Rules Form STVCOLL College Code Validation SMAALIB Area Library Form oe SMAAREA Area Requirements Form SMAGROP Group Requireme
181. m displays the Restricted Subjects Attributes Text window April 2010 Banner Student 8 4 6 19 CAPP Handbook Adjustments If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired Take any or all of the following actions in the Text field as desired e Enter new text e Modify existing text e Delete existing text In the Print field for each line of text if desired enter the compliance print type associated with the line of text Save your changes Adjust Area Restricted Grades 1 Access the Area Restricted Grades window of the Student Area Adjustments Form SMASARA If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the restricted grades from an area perform the following steps 2 1 Select Default Restricted Grades from the Options Menu 2 2 Complete the Default Restricted Grades window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting area requirements 4 Save your changes Enter Text for Adjusted Area Restricted Grades 1 Access the Area Restricted Grades window of the Student Area Adjustments Form SMASARA Place the cursor on the line for which you want to enter text Select the Comments button for the Text field The system displays the Restricte
182. ment or Student Address Type field to default issued to information Entering a valid value in any of these fields will default the entity s information into the Issued fields OR e Enter the issued to information manually 8 Save your changes After saving a hardcopy output request submitting the request will cause the compliance process to run if required and will produce any outstanding hardcopy output requests for which the request date is equal to or less than the current date and the Print Immediately checkbox is selected 9 To submit the request select Submit for Processing from the Options menu Create Charges for Compliance Requests The Request Billing Information window of the Compliance Request Management Form SMARQCM allows you to submit charges to Accounts Receivable to recoup costs associated with the compliance request It can be used at any time The Request Billing Information window can be used to send authorized charges directly to a student s account in the Accounts Receivable module The system logs the 5 18 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests transactions to a cashiering session identified by the user ID displayed in the Authorized field Note If restrictions are being enforced based on user profile information controlled by a flag on the Accounts Receivable Billing Control Form TGACTRL the user must be authorized to use specific categories of
183. ments Save your changes April 2010 Banner Student 8 4 6 33 CAPP Handbook Adjustments Adjust Group Text 1 Access the Group Text Adjustments window of the Student Group Adjustments Form SMASGRP If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the standard text from a group perform the following steps 2 1 Select Default Group Text from the Options Menu 2 2 Complete the Default Group Text window 2 3 Select the Process Default button Take any or all of the following actions in the Text field as desired e Enter new text e Modify existing text e Delete existing text In the Print field for each line of text if desired enter the compliance print type associated with the line of text Save your changes Adjust Group Course Levels to Include or Exclude 1 4 Access the Group Additional Course Level Adjustments window of the Student Area Adjustments Form SMASARA If you copied values from another group the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the additional level details from a group perform the following steps 2 1 Select Default Additional Course Levels from the Options Menu 2 2 Complete the Default Additional Course Levels to Include Exclude window 2 3 Select the Process Default button Enter
184. ments from Scratch 2 00 200000 4 15 Attach Courses and or Attributes to Areas 1 2 2 22 0 00 eae 4 17 Attach Groups to Areas 2 2 2 4 18 iv Banner Student 8 4 April 2010 CAPP Handbook Contents Copy an Area s Requirements to Another Area 2 004 4 4 20 Copy Part of an Area s Details to Another Area 4 4 21 Copy an Area s Details to A New Term Range 045 4 22 Change the Type of AreaAttachments 02 0 020000 4 23 Make an Area Inactive 2 00 ee ee 4 24 Implement Area Prerequisite Processing 0004 4 24 Defining GroupS e a ie ssa bee eee ee eee eee eee dee 4 29 Add Groups to the Group Library 2 2 00 002 0 000000 4 30 Build Group Requirements from Scratch 2 222208 4 30 Attach Courses and or Attributes to Groups 2 004 4 4 32 Copy a Group s Requirements to Another Group 4 33 Copy Part of a Group s Details to Another Group 4 34 Copy a Group s Details to Another Term 2 2200005 4 35 Chapter5 Compliance Requests Introduction to Compliance Processing 0 258 8885 5 1 Compliance Processing Order 2 020 ee eee ee es 5 3 Second Pass and Best Fit Processing 02 25285 06 5 4 Hardcopy Output o a irs ee Ree ee eee we Ee ees 5 5 Batch Compliance Processing 20252 a 5 7 Compliance Request Procedures
185. mpus Level College UG AS Major Department Attachmert s Major s Depatrrent s ENGL Corcertration Attachment s Concentration s BRIT AMER RHE CWRT Modde Cortrals Tem Range 199510 200410 Base Qurricuium Rule Campus level College UG AS Major Departmert Attachrrert s hajos Depatmenis ENGL Modde Cortrals Term Range 200410 999999 Figure 12 Curriculum rule with concentrations In this example students who became English majors in term range 199510 200390 continue to have to meet the program requirement that includes a concentration and the program requirements will apply to them until they graduate or leave the program Students who become English majors in term 200410 and later do not have to select a concentration You must therefore keep the first module control rule in effect for existing English majors but do not want to apply it new English majors To accomplish this you will create anew module control record for the new term range and disable the old term range for Recruiting and Admissions Once all students have completed the program the rule can then be made unavailable for the remaining modules Figure 13 illustrates this April 2010 Banner Student 8 4 3 13 CAPP Handbook Setting Up Curriculum Rules Base Curriculum Rule Program Campus Level College BA ENGL UG AS Major Depertmert Attachmert s Maons Department ENGL Concentration Attachment s Concentration
186. n The system copies all details from the previous term range to the new one Review the copied details and make any changes as desired Save your changes Change the Type of Area Attachments Use the following procedure to change the type of details attached to the area the from one type to the other for example if you want to change from course attribute attachments to group attachments A Access the Area Requirements Form SMAARBA See the Online Help for detailed information about completing this form In the Area field enter the code of the area In the Term field enter the code of the first term in the new range Access the window associated with the existing type of details For example if you want to change from course attribute attachments to group attachments access the Area Course Attribute Attachments window Select the Maintenance button Select End Area Course Attachment from the option list This copies the term code in the key block to the To Term field in the original window using the above example the Area Course Attribute Attachment window and ends those requirements as of that term code April 2010 Banner Student 8 4 4 23 CAPP Handbook Setting Up CAPP 7 Access the General Requirements window and select the Copy button The system copies the existing general requirements record to a new one with an effective term equal to the one in the key block 8 Perform the Remove Record function
187. n effect for each section Values are Basic or None and CAPP e When the CAPP radio button is selected prerequisite requirements defined in the attached CAPP area will be applied to attempts to register for the section When area requirements are used as prerequisites registration processes use the Program Compliance Report SMRCMPL to evaluate fulfillment of the requirements e When the Basic or None radio button is selected prerequisite requirements defined in the Section Test Score and Prerequisite Restrictions block of SSAPREQ will be applied to attempts to register for the section and current prerequisite restriction selection will occur If you choose to not implement area prerequisites you will see no changes in prerequisite processing 9 Required Use the Term Control Form SOATERM to specify prerequisite checking parameters e Use the In Progress checkbox in the Registration section of the main window to specify whether in progress courses should be used to fulfill prerequisite requirements when using area prerequisites When the checkbox is selected an in progress course will automatically fulfill a prerequisite requirement and no acknowledgment of this usage is required When the checkbox is cleared in progress courses will not be allowed to fulfill a prerequisite requirement and a Pre req or test score restriction error will be displayed An in progress course is an active ungraded qualifying course for an earli
188. n select the Search button for the Rule field 1 6 Go to the next block 1 7 Place your cursor on the row for the rule for which you want to enter text then select Exclusions from the Options Menu If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the values in the fields for which you are adjusting area requirements 3 Save your changes Track Area Adjustments The Area Adjustment Tracking window of the Student Area Adjustments Form SMASARA displays an audit trail of all adjustment actions One audit trail record is written automatically per table effective term user and date You can also enter comments associated with each audit trail entry April 2010 Banner Student 8 4 6 29 CAPP Handbook Adjustments You can access the Area Adjustment Tracking window in the following ways e Select the All Tracking button from the main window e From any other window select Text Track from the Options Menu When the Area Adjustment Tracking window is displayed only adjustments for the window from which you accessed the tracking window will be displayed If you also want to review all other area adjustment tracking items select All Tracking from the Options Menu the system will display all area adjustment tracking records associated with the student term and area specified in the key block of SMASARA Tracking audit trail
189. nabled The Program Area Compliance Summary window of SMICRLT displays a list of the areas processed for this request 1 22 Banner Student 8 4 April 2010 CAPP Handbook Getting Started As you select different rows for the areas the Met and Unmet buttons in the lower portion of the window become enabled or unenabled depending on the status of the area 9 If you want to see the area level results for the area evaluated for this request select whichever General Requirements button is enabled Met or Unmet If all the area s general requirements were satisfied the Met button will be enabled If any of the area s general requirements were not satisfied the Unmet button will be enabled Either of these buttons will take you to the Area Output Inquiry Form SMIAOUT Once you have accessed SMIAOUT you will notice that it looks very similar to the Area Requirements Form SMAAREA The main difference between the two forms is that SMIAOUT has additional fields that display the actual number of credits courses applied toward various requirements You will also see that there are additional fields that display the actual area GPA value calculated during the processing of the compliance request If the area had other requirements and or restrictions defined in the other windows of SMAAREBA you would be able to navigate through each one to review the actual number of credits courses applied toward them 10 To return to SMICRLT exit SM
190. nd adjustments as of a new effective term All student adjustments windows function the same The Program General Requirements Adjustments window will be used as an example On the Program General Requirements Adjustments window the From Term field displays the term in which the existing requirements became effective If it is the same as the key block term you can change the requirements as needed If it is different you cannot update information To begin a new set of adjustments or to end adjustments enter the term code in which the new set of adjustments should begin or the existing set should end navigate to the General Requirements window and select the Maintenance button Then select the desired maintenance option The adjustment forms are slightly different from the setup forms in that all windows including the general requirements adjustments window include a Maintenance button On the setup forms the general requirements windows have a Copy button instead of a Maintenance button The reason for the difference is that general requirements can never be ended for a program area or group they can be made inactive instead In student adjustments it may be necessary to end a set of general requirements adjustments so the Maintenance button which allows the ending of a set of adjustments is provided 1 Access the Student Program Adjustments Form SMASPRG 2 Inthe ID field enter the ID of the student for whom you want to adju
191. ndow If desired you can copy restricted subjects or attributes from an existing program To do this use the Default Program Restricted Subjects Attributes window Once the restrictions are copied into this window you can change any of the details If you want to associate text with a restriction use the Program Restricted Subject Attribute Text window When finished with the Program Restricted Subjects Attributes window save your changes 11 If you want to enter restricted grades use the Program Restricted Grades window If desired you can copy restricted grades from an existing program To do this use the Default Program Restricted Grade window Once the restrictions are copied into this window you can change any of the details If you want to associate text with a restriction use the Restricted Grade Text window When finished with the Program Restricted Grades window save your changes 12 If areas have already been defined and you want to attach one or more to the program use the Program Area Attachments window See Attach Areas to Programs on page 4 5 for a complete procedure for attaching areas When finished with the Program Area Attachments window save your changes 4 4 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 13 If you want to define dynamic selection criteria use the Dynamically Selected Area Override window When finished with the Dynamically Selected Area Override windo
192. ne Help for detailed information about completing this form 2 Inthe Program field enter the program code 3 Inthe Term field enter the code of the term for which the program is to be in effect 4 Go to the next block 5 Access the Dynamically Selected Area Override window 4 6 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 6 For each qualifier for example student level or major that you want CAPP to include when searching for areas that can be used for the program take the following steps 6 1 Enter the priority in the Priority field Note The system considers lower number priorities before higher number priorities when running compliance If two areas are assigned the same priority the system considers them in alphabetical order m 6 2 Select the appropriate radio button in the Course Re Use radio button group 6 3 Select the appropriate radio button in the Attribute Re Use radio button group 6 4 If both a course and its attributes can be used within the same area select the Within Indicator checkbox 6 5 Inthe Year Rule field enter the number of years within which a course must be taken for it to be used by an area in the program Optional 6 6 Repeat for each qualifier you want to define 7 Save your changes Copy a Program s Requirements to Another Program If a new program being defined has many requirements that are the same as those in a program that has already been defined you
193. neral requirements can never be ended for a program area or group they can be made inactive instead In student adjustments it may be necessary to end a set of general requirements adjustments so the Maintenance button which allows the ending of a set of adjustments is provided 1 Access the Student Area Adjustments Form SMASARA 2 Inthe ID field enter the ID of the student for whom you want to adjust area requirements 3 Inthe Term field enter the code of the first term in the new range 4 Inthe Area field enter the area code for the adjusted requirements 6 30 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 5 Go to the next block 6 Access the window associated with the requirements you want to copy For example if you want to copy restricted grades from one term to another access the Area Restricted Grades Adjustments window 7 Select the Maintenance button The system displays an Option List from which you can choose to copy existing adjustment information or end the adjustments e If you copy the information a complete copy of the existing adjustments is made with the key block term as the new from effective term You can then make changes to the copied information to reflect the new adjusted requirements e If you end the information existing adjustments are ended as of the new effective term 8 Ifyou have copied adjustments make the necessary changes to the adjustments 9 Review the co
194. nformation from another source into the Compliance Curriculum using one of the Options menu selections Select Copy from Recruiting Information from the Options menu to copy curriculum information from a Recruiting record The system displays the Prospect Summary Form SRASUMD from which you can select a recruiting record and copy its curriculum information to the compliance request Select Copy from Admissions Application from the Options menu to copy curriculum information from an Application record The system displays the Admissions Application Summary Form SAASUMD from which you can select an admissions application and copy its curriculum information to the compliance request Select Copy from Student Record from the Options menu to copy curriculum information from a Student record The system displays the General Student Summary Form SGASTDQ from which you can select a student record and copy its curriculum information to the compliance request Select Copy from Student s Degrees from the Options menu to copy curriculum information from a Degree record The system displays the Degree Summary Form SHADGMQ from which you can select a degree record and copy its curriculum information to the compliance request Select Copy from Another Request from the Options menu to copy curriculum information from an existing compliance request The system displays the Requests Summary window from which you can select an existing compliance re
195. nks Here is an list of core functions by category for your reference e Node Set Functions e Last e Position e Count node set n count 2 e Td object e Name n name person e Text e Node e Number Functions e Sum e Floor e Ceiling e Round Boolean Functions True e Not e False e Lang e String Functions e Concat e Starts with e Contains e Substring before e Substring after e Substring e String length e Normalize space Translate 5 24 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests e Oracle SQL query functions e existsNode e extract e extractValue Set Up Process Properties The smrcmjx jar file process is used to manipulate the compliance XML document by calling a common database procedure that produces the XML This Java process allows you to customize configuration settings to control numerous settings for the XML process such as whether the XML file is saved to the file system whether the XML results are saved to the database table whether you want to continue to produce the existing hardcopy output report created by the SMRCRLT process and whether you want to produce new hardcopy output based upon the supplied hardcopy output template XML Output in Baseline XML output can be generated when compliance is run from Banner Student baseline The hardcopy output processing uses a Java j
196. nnectors 2 1 copying information from one compliance request to another 5 16 course levels to include exclude areas adjusting 6 18 groups adjusting 6 34 programs adjusting 6 9 course attribute attachment rules areas adjusting exclusions 6 29 course attribute attachments areas adjusting 6 23 adjusting exclusions 6 25 groups adjusting 6 37 adjusting exclusions 6 39 course attribute rule detail attachments groups adjusting exclusions 6 42 courses adjusting 6 45 substitutions 6 50 targets 6 48 waivers 6 49 creating charges for compliance request hardcopy output 5 20 for compliance requests 5 18 compliance requests 5 13 hardcopy output requests for compliance requests 5 17 D E defining rules for attachment adjustments areas 6 26 groups 6 40 rules for group attachment adjustments areas 6 22 documentation related 1 24 E E entering text attachment rules area adjustments 6 28 attachments area adjustments 6 25 group adjustments 6 38 restricted grades area adjustments 6 20 group adjustments 6 36 program adjustments 6 12 restricted subjects attributes area adjustments 6 19 group adjustments 6 35 program adjustments 6 11 rule detail attachments group adjustments 6 42 G L general requirements areas adjusting 6 17 groups adjusting 6 33 programs adjusting 6 8 group adjustments 6 33 additional course levels for rule detail attachments 6 41 additional levels for attachments 6 38 course levels to include exclu
197. nner Student 8 4 6 43 CAPP Handbook Adjustments You can access the Group Adjustment Tracking window in the following ways e Select the All Tracking button from the main window e From any other window select Text Tracking from the Options Menu When the Group Adjustment Tracking window is displayed only adjustments for the window from which you accessed the tracking window will be displayed If you also want to review all other area adjustment tracking items select All Tracking from the Options Menu the system will display all group adjustment tracking records associated with the student term and group specified in the key block of SMASGRP Tracking audit trail records are automatically created when adjustments are made You cannot add or delete tracking audit trail records in this window although you can add change or delete text associated with the record in the Tracking Text field Make Group Adjustments over Time To change student adjustments over time select the Maintenance button The Maintenance button includes options to copy adjustments to a new effective term or end adjustments as of a new effective term All student adjustments windows function the same The Group General Requirements Adjustments window will be used as an example On the Group General Requirements Adjustments window the From Term field displays the term in which the existing requirements became effective If it is the same as the key block term you c
198. nts on page 1 16 e Create and Submit a Compliance Request on page 1 20 e Review Compliance Request Results on page 1 21 Add an Area to the Area Library 1 Access the Area Library Form SMAALIB 2 Insert a new record 3 Define the sample area For our sample area enter the following values in the specified fields Field Value Area PSY MAJOR Description Psychology major Student Level UG or the code you have defined for Undergraduate Course Level UG or the code you have defined for Undergraduate Compliance selected Dynamic selected Prerequisite cleared Print Indicator Print Everything default value 4 Save your changes Note You do not need to define any qualifiers for our sample area m Define the Area s General and Detail Requirements You will build our sample area s requirements from scratch 1 Access the Area Requirements Form SMAAREA 2 Inthe Area field enter the code of the area For our sample area enter PSY MAJOR 3 Inthe Term field enter the code of the term for which the area is to be in effect For our sample area enter 000000 1 16 Banner Student 8 4 April 2010 CAPP Handbook Getting Started 4 Go to the next block 5 Inthe General Requirements block enter general requirements that apply to the whole area For our sample area enter the following values in the specified fields Total Required Courses Il Maximum Transfer 3 Co
199. nts Form SMAPRLE Program Definition Rules Form SMAPROG Program Requirements Form SMARQCM Compliance Request Management Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form SOACURR Curriculum Rules Form STVCPRT Compliance Type Code SMACPRT Compliance Print Type Rules Form Validation Form SMARQCM Compliance Request Management Form April 2010 Banner Student 8 4 1 11 CAPP Handbook Getting Started Validation Form Application Functional Form STVDEGC Degree Code Validation SMAALIB Area Library Form om SMAPRLE Program Definition Rules Form SMARQCM Compliance Request Management Form SOACURR Curriculum Rules Form STVDEPT Department Code Validation SMAALIB Area Library Form oe SMAAREA Area Requirements Form SMAGROP Group Requirements Form SMAPROG Program Requirements Form SMARQCM Compliance Request Management Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form SOACURR Curriculum Rules Form STVDFLT Compliance Default SMADFLT Compliance Default Parameters Form Parameter Validation Form 1 12 Banner Student 8 4 CAPP Handbook Getting Started April 2010 Validation Form Application Functional Form STVLEVL Level Cod
200. nts to Specific Programs 2 0004 6 21 Adjust Area Group Attachments 000 0 eee 6 21 Define Rules for Area Group Attachment Adjustments 6 22 Adjust Area Course Attribute Attachments 22 2000 4 6 23 Adjust Area Additional Levels for Attachments 6 24 Enter Text for Area Adjusted Attachments 2 4 6 25 Adjust Area Course Attribute Exclusions for Attachments 6 25 Define Rules for Area Course Attribute Attachments 6 26 Adjust Area Additional Level Information for Attachment Rules 6 27 Enter Text for Area Adjusted Attachment Rules 6 28 Adjust Area Course Attribute Exclusions for Attachment Rules 6 29 Track Area Adjustments 2 000 ee 6 29 Make Area Adjustments over Time 2 000022204 6 30 Group Adjustments Procedures 002 052 eee eee 6 31 Default Group Requirements 0 000002 e eee 6 33 Adjust Group General Requirements 0 00 eee eae 6 33 Adjust Group Text 2 oaa a 6 34 Adjust Group Course Levels to Include or Exclude 6 34 Adjust Group Restricted Subjects Attributes 2 08 6 35 Enter Text for Adjusted Group Restricted Subjects Attributes 6 35 Adjust Group Restricted Grades 2 1 6 36 Enter Text for Adjusted Group Restricted Grades 6 36 Limit Group Adjustments to Spe
201. of parameters are required and this parameter is not required However if a session ID is entered for a restarted job all other parameters are ignored and the job is restarted at its termination point Default Parameter Code No Default type code to be used in compliance ONLINE processing Single BATCH WEB 5 38 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Compliance Purge Process SMPCPRG Description The Compliance Purge Process SMPCPRG is used to purge unneeded compliance requests including those for XML output To perform a compliance evaluation a compliance request record must exist The compliance request record includes the processing instructions and various parameters used by the compliance process Planned courses records and hardcopy output request records could also be associated with a compliance request During a compliance evaluation many compliance output records can be created After CAPP has been used for a period of time a significant number of compliance related records exist In many cases only the results of the most recent compliance evaluation are meaningful and a significant amount of disk space could be recovered by purging unneeded compliance related records Parameters Name Required Description Values Purge Selection Yes Specifies which requests are to be purged R Purge all but the most recent requests U Purge requests that meet user entered criteria Request Dat
202. ok Adjustments e Adjust Area Course Attribute Exclusions for Attachment Rules on page 6 29 e Track Area Adjustments on page 6 29 e Make Area Adjustments over Time on page 6 30 Default Area Requirements You can use the Default All Detail window of the Student Area Adjustments Form SMASARA to default all or some of an area s requirements into the SMASARA form You can then change the applicable requirements 1 Access the Default All Detail window of the Student Area Adjustments Form SMASARA This window is available only if no area level requirements have been defined for the student s area adjustment record In the Default From Area field enter the code of the area from which you want to default values In the Area Rules Term field enter the code of the term associated with the area whose values are to be defaulted Select the checkbox for each component whose requirements are to be defaulted Select the Process Default button Modify the values in the fields for which you are adjusting area requirements Save your changes Adjust Area General Requirements 1 Access the Area General Requirement Adjustments window of the Student Area Adjustments Form SMASARA If you copied values from another area or from the original area requirements the defaulted values are displayed in the appropriate fields but you can change them if desired April 2010 Banner Student 8 4 6 17 CAPP
203. on summary data about existing compliance requests Hardcopy Output Pages The output document is composed of three logical pages Each logical page can be composed of more than one physical page depending on the output options selected e Logical page 1 includes summary information and program area group output of all items except course attribute detail e Logical page 2 includes area group course attribute detail including information about any rules in use for the detail e Logical page 3 includes unused courses planned courses courses in progress and rejected courses While these sections do not produce a document that is limited to one page in length they do allow you to design different output formats to fit different needs For example for students and advisors you might want to print only logical pages 1 and 2 As you review the options available on the Compliance Print Type Rules Form SMACPRT which is the form used for designing your output formats and experiment with designing output you will see how the combination of print options and different logical pages allow you to design appropriate output All of the logical pages have the following elements e The standard page header appears at the top of every physical page of the document It includes the student s name and ID the compliance request number and compliance date and the page number of the physical page within the document e Mailing informat
204. only within an area group There are two types of reuse processing e Multiple entity which is explained in detail in Multiple Entity Reuse Processing on page 2 6 e Single entity which is explained in detail in Single Entity Reuse Processing on page 2 7 Both multiple entity processing and single entity processing can be done in different programs at the same institution The type of reuse processing to be performed is controlled at the program level An indicator on the Program Requirements Form SMAPROG is used to specify when single entity reuse processing should be performed for a program Compliance performs reuse processing using multiple entity processing rules unless you make a change Select the Single Entity checkbox in the General Requirements block of the Student Program Form SMAPROG to indicate that the program should be evaluated using single entity processing April 2010 Banner Student 8 4 2 5 CAPP Handbook Common Concepts Multiple Entity Reuse Processing The examples that follow do not describe all of the details about reuse using four components Reuse types In Out Both None and the concept of Within reuse are not important to these examples These examples are provided to demonstrate very basic reuse concepts The basic concepts do not change when the more detailed concepts of reuse type and within reuse are added Example 1 The course ENGL 1005 exists and has the attributes WRIT W
205. ook for a General Student record and so on If no record is found the system displays the message No Curriculum Record Found Each of these records must have a value assigned If you do not want the system to consider one of the records enter an invalid value such as 23 in the External Code field Note You do not need to enter the record types in the order specified in the above table which serves only as an example you should enter the combination of sequence numbers and external codes to reflect the hierarchy in use at your institution 5 On the WebCAPP Rules Form SMAWCRL set up the following in the Evaluation Display section 5 1 Select the Secondary Curriculum checkbox to display the secondary curriculum information in evaluations on the Web Optional 5 2 In the Print Type field enter the print code to be used for displaying text on evaluations on the Web If no code is designated no text will print Optional OR In the Compliance Type field enter the compliance type to be used for deriving print codes to display evaluation text on the Web Optional 5 3 In the Student Email field enter the e mail code of the student to be displayed on the Web This is for Faculty and Advisor Self Service only Optional 5 4 In the Faculty Email field enter the e mail code of the advisor to be displayed on the Web This is for Student Self Service only Optional 7 2 Banner Student 8 4 April 2010 CAPP Handboo
206. or enter each code to be included 7 4 Save your changes 7 5 Select the Return button April 2010 Banner Student 8 4 4 13 CAPP Handbook Setting Up CAPP 8 If you want to define a set of values to exclude for one of the qualifiers take the following steps 8 1 Enter ALL in the qualifier s field for example Degree or Major 8 2 Select the Search button for the qualifier s field to access the Area XXX Codes to Include Exclude window where XXX represents the type of qualifier for example Area Degree Codes to Include Exclude window The system displays the window with EXCLUDE in the Include Exclude field in the key block Values entered will be excluded from consideration during dynamic compliance 8 3 In the qualifier s field for example Degree or Major enter each code to be excluded 8 4 Save your changes 8 5 Select the Return button 9 Repeat steps 6 to 8 for each qualifier you want to define 10 Save your changes Copy Area Qualifiers to Another Term An area s qualifiers might need to be changed over time For example from Fall 1975 through Summer 2003 students in the College of Arts and Sciences and the College of Business had the same set of General Education requirements As such the General Requirements area would have had the College qualifier defined to include the Arts and Sciences and Business college codes However as of Fall 2003 students in the College of Business will need
207. or If a registration attempt raises an error the operator must respond either by dropping the request or overriding the error April 2010 Banner Student 8 4 4 27 CAPP Handbook Setting Up CAPP When area prerequisites are in effect for a section prerequisite processing will be performed by a piped call for a compliance evaluation There are two possible results a successful registration or a Pre Req and Test Score Restriction error If a Pre Req and Test Score Restriction error occurs the operator can respond in one of the following ways e Override the error immediately e Drop the request e Request additional information on why the prerequisite requirement was not met Additional prerequisite failure information is presented in the Detailed Restriction Results Form SFQPREQ This form is available as an option from SFAREGS using the CRN button or the Duplicate Item function when the cursor is positioned on the course for which the requirement was not met After reviewing the requirements that have not been met the operator is returned to SEAREGS where additional enrollments can be requested the error can be overridden or the section can be dropped Note SFQPREQ is available for display only for enrollment attempts in sections that use area prerequisites If you request the display of SFQPREQ for all enrollment attempts where test score and prerequisite restrictions are used the error message ERROR CAPP Area Prerequisite error no
208. or saved for batch processing 1 Ifyou are creating a hardcopy request as part of a new compliance request go to step 2 If you are creating a hardcopy request for an existing compliance request perform the following substeps first 1 1 1 2 1 3 1 4 Access the Compliance Request Management Form SMARQCM Complete the key block Go to the next block Perform a query to find the request 2 Select Request Hardcopy Output from the Options menu April 2010 Banner Student 8 4 5 17 CAPP Handbook Compliance Requests 3 Inthe Compliance Type field enter the code for the type of compliance output to be produced 4 Ifyou want the output to be produced on a future day enter the date in the Request Date field Otherwise leave the value as the current date which defaults into the field Note Batch printing of outstanding hardcopy requests or submitting the request on or after the specified date will be required to produce the output m 5 Ifyou want the output to be printed immediately select the Print Immediately checkbox Note If the Print Immediately checkbox is cleared the output will not be produced by online submission but must be produced in batch instead m 6 Ifyou want more than one copy to be printed enter the number of copies you want in the Copies field 7 Enter the issued to information in one of the following ways e Use the Outside Institution Internal College Code Internal Depart
209. orge Release 7 1 0 1 Page 14 ID A00034799 Print Date 21 NOV 2005 Request Number il Print Type PRNTALL Y and CHEM 3000 49992 1 00 200220 CHEM 1212K Principles of Chemistry II 2 00 A H 200210 CHEM 2422L Organic Chemistry II Lab 1 00 A T 200310 CHEM 4410 Organic Medicinal Chemistry 3 00 B H 200420 CHEM 4611 Bonding and Structure 3 00 R All 9 hours may come from any upper division course i e 3000 4999 however if CHEM 4712 and or CHEM 4900 has been taken the credits should be applied to the major electives Area BA CHM SC BA Chemistry supporting crses 6 00 credits Not Met Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y 2002 LANG 200420 SPAN 2002 Intermediate Spanish II LANG 3 00 R N and CS 1301 N or CS 2000 Y and 200210 Achieved Senior Standing Z 3 00 0 00 GPA Area ELECTIVES Elective Area 17 00 credits Met Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y 1000 49997 17 00 200210 ALHL 2XXX Intr to HIth Care Environ Lab 1 00 B T 200210 ALHL 2XXX Intr to Hlth Care Environments 3 00 A T 200210 ALHL 2XXX Measurement Science 3 00 B T 200220 BIOL 2021 Anatomy and Physiology I 3 00 A H 200220 BIOL 2021L Anatomy and Physiology I Lab 1 00 A H 200210 BIOL 2030 Microbiology 2 00 B T 200210 BIOL 2030L Anatomy and Physiology Lab 2 00 A T 200220 CHEM 121
210. orm SMAPROG Program Requirements Form SMARQCM Compliance Request Management Form SMASADJ Student Targets Waivers amp Substitutions Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments Form SMQSACR Area Course Attribute Attachment Form SMQSAGR Group Attachment Form STVTERM Term Code Validation Form SMAALIB Area Library Form SMAAREA Area Requirements Form SMAGROP Group Requirements Form SMAPROG Program Requirements Form SMARQCM Compliance Request Management Form SMASADJ Student Targets Waivers amp Substitutions Form SMASARA Student Area Adjustments Form SMASGRP Student Group Adjustments Form SMASPRG Student Program Adjustments SMIAOUT Area Output Inquiry Form SMICRLT Compliance Results Inquiry Form SMIGOUT Group Output Inquiry Form SMIPOUT Program Output Inquiry Form SMISLIB Student Adjustment Query Form SMQSAGR Group Attachment Form SMQSACR Area Course Attribute Attachment Form SOACURR Curriculum Rules Form 1 14 Banner Student 8 4 CAPP Handbook Getting Started April 2010 Setting Up a Sample Area and Program This section gives you a taste of how CAPP works It is not designed to demonstrate everything you need to know for CAPP instead you can use it as a quick start sample What follows is a step by step set of instructions for setting up a sample area and program in CAPP then running a compliance request and reviewing its results It does not inc
211. output requested online when the evaluation term can be specified for an individual Because the evaluation term controls the evaluation of course year limits and the selection of equivalent courses these are the two areas where differences may occur e To reduce the number of parameters required for batch compliance some of the values used to create compliance requests are hard coded For the most part the hard coded values are the same as the values that default when a new compliance request record is created using SMARQCM April 2010 Banner Student 8 4 5 11 CAPP Handbook Compliance Requests One compliance parameter value that does not default on SMARQCM is the Originator Code This compliance parameter is hard coded in batch compliance processing The value that defaults for the originator code during batch compliance processing is AUTO Therefore the value AUTO with any description you desire must exist in the Originator Code Validation Form STVORIG The value AUTO is also used in a number of other Banner processes to indicate that a record was created and or updated automatically by a batch process A Warning If the value AUTO does not exist on STVORIG batch compliance will terminate unsuccessfully with the error ORA 02291 integrity constraint SATURN FK1_SMRRQCM_INV_STVORIG_CODE violated parent key not found If this error occurs add AUTO to STVORIG a e The following are the valid values for the Sort Order paramet
212. page 6 45 Overview You use the Student Program Adjustments Form SMASPRG to adjust program requirements for a student without changing the requirements for the entire program for all students When you adjust a student s requirements on SMASPRG the system copies the program and makes adjustments to the copy Audit trail tracking records are automatically written every time you make an adjustment and you can maintain text along with the system created tracking records to explain why an adjustment was made April 2010 Banner Student 8 4 6 1 CAPP Handbook Adjustments Program adjustments can include items such as e Minimum number of credits and or courses e Minimum grade point average required for completion of the program e Program restrictions Requirements can be adjusted for a student in the following ways e Substitutions allow a requirement for a student to be changed to a different requirement or to be satisfied by a course taken in place of the required course e Waivers allow you to remove a course requirement for a student or to exempt the student from having to satisfy a specific requirement e Targets allow you to specify that a completed course should be applied to a certain area or group Example English Major General Elective Requirements Requirements Courses Taken ENGL 1005 any 5 courses ENGL 1501 ENGL 1006 ART 1005 ENGL 1501 MUSIC 1210 THEA 1100 WRIT 1010 Let s say that a
213. pied requirements and make any changes as desired 10 Save your changes Group Adjustments Procedures Use the Student Group Adjustments Form SMASGRP to adjust requirements at the group level You can copy all or part of a group s standard requirements or you can build any portion of the requirements from scratch 1 Access the Group Adjustments Form SMASGRP 2 Inthe ID field enter the ID of the student for whom you want to adjust group requirements If you enter a student ID that has not been added to the student adjustment library the system displays a message with an option that opens the Student Adjustment Library Form SMASLIB so that the student can be added 3 Inthe Term field enter the effective term for the adjusted group requirements The term code that you enter becomes the from term beginning effective term for the new set of adjusted requirements 4 Inthe Group field enter the group code for the adjusted requirements You should create group adjustments only for the components of the area that should be different for a particular student For example if the only requirements that should be April 2010 Banner Student 8 4 6 31 CAPP Handbook Adjustments different for a student are the restricted grades for a group you should not create adjusted group general requirements The rest of this section covers the following procedures for adjusting group requirements Default Group Requirements on pag
214. plate or your own customized template You can pare down the information that is displayed to suit your needs or determine what a student or faculty member should or should not see WebCAPP Rules The WebCAPP Rules Form SMAWCRL is used to select how compliance results are displayed in Self Service e The Print Type field is used for the original WebCAPP processing or processing that has been modified at your institution It is not used with XML compliance output processing e The Compliance Type field in the Evaluation Display section is required to create the XML output You must select a compliance type for Web display of compliance text This allows more information to be captured for the Web output You can build a print rule on the Compliance Print Type Rules Form SMACPRT to display compliance detail in Self Service as XML output This compliance print type rule is used to control which sections of the HTML report are displayed Curriculum Data for Compliance Request The curriculum fields in the Compliance Curriculum and Additional Curriculum Information windows on SMARQCM are populated by the curriculum and field of study data from the Learner Curricula Table SORLCUR and the Field of Study Table SORLFOS This allows the CAPP compliance request to be populated with the primary or first secondary curriculum record from SORLCUR along with the program first two majors two minors and six concentrations from SORLFOS The curriculum
215. pliance request to indicate that the compliance evaluation was performed for the request Hardcopy output if requested can also be produced during the compliance process Different hardcopy output formats can be designed using the Compliance Print Type Rules Form SMACPRT Hardcopy output can be requested when the compliance request is initiated or at a later time When a compliance request is submitted compliance processing checks if the compliance date was set for the compliance request If not a compliance evaluation is performed Compliance processing then checks if there are any outstanding hardcopy requests for the compliance request If any exist the hardcopy output is produced Compliance processing performs both the compliance evaluation and produces any requested hardcopy output April 2010 Banner Student 8 4 5 5 CAPP Handbook Compliance Requests The following forms are used to manage compliance requests The Compliance Request Management Form SMARQCM is used to create and view compliance requests create and view planned courses associated with the compliance request create and view hardcopy output requests associated with the compliance request and request processing of the compliance request and or any associated output requests e The Compliance Request Activity Form SMACACT displays a summary of existing compliance requests and allows output records to be purged when desired It can also be used to perform queries
216. ppropriate area qualifiers for the areas that must be selected dynamically Planning Your Curriculum Rules Curriculum rules are used by the following modules in addition to CAPP in Banner Student e Recruiting e Admissions e General Student e Registration e Academic History Careful planning is therefore required before you build your curriculum rules otherwise you might have to rebuild them Keep the following guidelines in mind e Develop your curriculum rules on paper before starting to define them in the system e Remember that there is no single correct way to define curriculum rules You must use the structure that works best for your institution s practices 3 6 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules Set Curriculum Controls Use the Curriculum Rules Control Form SOACTRL to set options related to using curriculum rules and to set the severity level of curriculum checking 1 Access the Curriculum Rules Control Form SOACTRL 2 Since you are defining your curriculum rules select the No radio button in the Require Program Code on Curriculum Rules radio button group Note Once you have defined your program rules and assigned a program code to every base curriculum rule you will select the Yes radio button When set to Yes you cannot build new base curriculum rules unless you assign a program code to the base rule m 3 Set the Perform Curriculum Checking radio bu
217. quest and copy its curriculum information to the new compliance request When the cursor is 5 14 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests positioned on the request you want to copy from select Copy Selected Request from the Options menu to copy curriculum data from the selected request 6 Save your changes 7 If desired enter information about courses the student is taking or planning to take in the Planned Courses window then save your changes 8 Ifdesired enter hardcopy output requests in the Hardcopy Request window then save your changes See Create Hardcopy Output Requests on page 5 17 for more information 9 If desired enter billing information for the compliance request in the Request Billing Information window then save your changes See Create Charges for Compliance Requests on page 5 18 for more information 10 If desired enter billing information for the hardcopy request in the Hardcopy Billing Information window See Create Charges for Hardcopy Output on page 5 20 for more information 11 When finished entering all data for the compliance request select Submit for Processing from the Options menu 12 While the system processes the request a Performing Compliance message is displayed 13 When compliance processing is completed the following types of output are produced e Compliance output records are created in the output tables Output forms
218. quirements are satisfied This may or may not mean that all detail lines were met During list processing set and subset values are intended to link detail lines together to form lists of possible choices where all choices are not necessarily needed to meet the requirement Thus set and subset values function somewhat differently from how they are described Boolean Logic If no values are entered in the per condition fields the requirements defined in the detail line section are processed using Boolean logic in a manner similar to non rule detail attachments e Different values in the Set fields still denote different conditions e Subsets are processed using and or logic e For this type of condition to be satisfied all detail lines must be met Courses attributes that do not satisfy conditions are released so that they can be available to satisfy subsequent conditions When the system has processed all conditions for a rule if the number of required conditions is not met then conditional loop logic is used to reprocess the conditions Beginning with the first condition conditional loop logic re evaluates conditions and apply courses that fit their criteria until the number of required conditions has been re evaluated Rule processing uses sets and subsets in two ways based on values in the per condition fields of the umbrella e If there is no per condition information in the umbrella then subset processing is handled
219. r text in the Text field 4 Save your changes 6 52 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Setting Up Banner for WebCAPP Processing LEL The WebCAPP module provides users of Banner Student Self Service and Banner Faculty and Advisor Self Service with a means of auditing a student s coursework against a selected degree program at an institution including primary secondary or other degree program offerings what if analyses Students and faculty advisors can do the following via the Web e Initiate an audit e View results e Create degree audit reports e View past evaluations e Create and run new evaluations WebCAPP interfaces with the Student System to provide uniform Web access functionality to CAPP information from the baseline data Refer to the Student Self Service User Guide and the Faculty and Advisor Self Service User Guide for more information on how this functionality is used on the Web Complete the following steps to set up Banner for creating degree evaluations on the Web 1 On the Process Control Code Validation Form STVPROC create a code called COMPLIANCE with a description of Compliance Request This value is used to set up the security for compliance degree evaluations on the Web 2 If your institution is using Faculty and Advisor Self Service add security rules for faculty and or advisors for the COMPLIANCE process on the Faculty Attribute Advisor Type Control Fo
220. ral location where all area and group information is stored A separate library exists for areas SMAALIB and for groups SMAGLIB Banner Student 8 4 April 2010 CAPP Handbook Glossary Non course year limit The oldest any non course item be to be considered for use in a program area or group similar to course year limit Non courses can be attributes such as senior papers and art portfolios Program The first level of your degree audit hierarchy A program is always the goal that a student is aiming for be it a degree award or certificate Program rules For every program that exists in CAPP a rule must first exist These rules govern the behavior of each program You define these rules on the Program Definition Rules Form SMAPRLE Requirements The detailed specifics of what programs areas and groups encompass Requirements can be things such as the specific grades allowed maximum number of courses and minimum GPAs Set Sets are used in rule processing to determine conditions A change in set will cause a new condition to begin See Sets and Subsets on page 2 10 for more information about sets and subsets Sub list A list of possibilities with different subset list codes constituting sub lists The umbrella requirements must be satisfied from one sub list and one sub list alone Subset Subsets are used in rule processing to control detail processing Per condition information requires list proces
221. ram Adjustments Form SMASPRG If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired If you want to copy the restricted grades from a program perform the following steps 2 1 Select Default Restricted Grade from the Options Menu 2 2 Complete the Default Program Restricted Grade window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting program requirements Save your changes Enter Text for Adjusted Program Restricted Grades 1 Access the Program Restricted Grades Adjustments window of the Student Program Adjustments Form SMASPRG Place the cursor on the line for which you want to enter text Select the Comments button for the Text field The system displays the Program Restricted Grades Adjustments Comments window If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired Take any or all of the following actions in the Text field as desired e Enter new text e Modify existing text e Delete existing text In the Print field for each line of text if desired enter the compliance print type associated with the line of text Save your changes 6 12 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Adjust Program Area Attachments You can adjust the area attachments for the
222. rea Inactive on page 4 24 e Implement Area Prerequisite Processing on page 4 24 Add Areas to the Area Library Use the Area Library Form SMAALIB to add an area to the area library for use in CAPP and to define the area s qualifiers An area must be added to the library before its requirements can be defined on the Area Requirement Form SMAAREA and it can be attached to programs on the Program Requirements Form SMAPROG 1 Access the Area Library Form SMAALIB See the Online Help for detailed information about completing this form 2 Insert a new record 3 Define the area See the Online Help for detailed information about completing this form 4 Save your changes 5 If desired define qualifiers so that the area can used with dynamic compliance See the next section for detailed procedures Define Area Qualifiers Use the Area Library Qualifiers window of the Area Library Form SMAALIB to define qualifiers to be used with dynamic compliance You can define any of the following qualifiers e Campus e College e Degree e Department 4 12 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP e Major e Concentration e Minor e Student attribute If you enter only one code in a qualifier field the item associated with that code for example a degree is included in the area definition You can define multiple qualifiers by entering FEW for a set of inclusions or ALL for a set of
223. reas 6 20 groups 6 36 programs 6 12 restricted subjects attributes areas 6 19 groups 6 35 programs 6 10 text areas 6 18 groups 6 34 programs 6 8 adjustment library 6 5 adding students 6 5 deleting students 6 6 area adjustments additional levels for attachment rules 6 27 additional levels for attachments 6 24 course levels to include exclude 6 18 course attribute attachments 6 23 6 37 April 2010 Banner Student 8 4 l 1 CAPP Handbook Index course attribute exclusions for attachment rules 6 29 course attribute exclusions for attachments 6 25 defaulting requirements 6 17 general requirements 6 17 group attachments 6 21 limiting to specific programs 6 21 restricted grades 6 20 restricted subjects attributes 6 19 rules for attachments 6 26 rules for group attachment adjustments 6 22 defining 6 22 text 6 18 text for attachment rules 6 28 text for attachments 6 25 text for restricted grades 6 20 text for restricted subjects attributes 6 19 tracking 6 29 area requirements additional levels for attachment rules adjusting 6 27 additional levels for attachments adjusting 6 24 adjusting 6 15 area and group attachment adjustments 6 3 attachment rules entering text for adjustments 6 28 attachments entering text for adjustments 6 25 changing adjustments over time 6 4 course levels to include exclude adjusting 6 18 course attribute attachments adjusting 6 23 course attribute exclusions for attachment
224. red you can apply set and subset values to a course attribute attachment to take advantage of CAPP s capability for establishing relationships between records using and and or conditions You can also use set and subset values to specify the order in which CAPP evaluates detail line requirements See Sets and Subsets on page 2 10 for more information about sets and subsets You can also define rules for a course attribute attachment See Rules on page 2 13 for more information about rules 1 Access the Area Requirements Form SMAAREA See the Online Help for detailed information about completing this form 2 Inthe Area field enter the code of the area 3 Inthe Term field enter the code of the term for which the area is to be in effect 4 Go to the next block 5 Access the Area Course Attribute Attachment window Note If groups have already been defined in the Area Group Attachment window you cannot access the Area Course Attribute Attachment April 2010 Banner Student 8 4 4 17 CAPP Handbook Setting Up CAPP window You can attach either course attribute detail requirements or groups but not both m 6 If using set subset functionality enter the appropriate values in the Set and Subset fields 7 If defining a rule for the group requirement take the following steps 7 1 Enter a code for the rule in the Rule field 7 2 Save your changes 7 3 Access the Area Course Attribute Attachment
225. requirements are selected by compliance for students majoring in Accounting and minoring in Computer Science A student majoring in Business Management and minoring in Statistics would have those areas selected instead Dynamic Compliance Dynamic compliance allows you to specify criteria for areas that can be applied to a program Any area that meets the criteria can then be applied to students within the program 1 6 Banner Student 8 4 April 2010 CAPP Handbook Getting Started Dynamic compliance has the following requirements The program must be non captive e Only dynamic areas will be selected e Attached areas might be discarded if the area s qualifiers do not match the student s attributes and or are not part of the curriculum rule for the compliance request e Areas are processed in priority order An area s priority is determined based on the priority established in the Program Area Attachments window of the Program Requirements Form SMAPROG for attached areas the Dynamically Selected Area Override window of for dynamically selected areas or the default priority assigned on the Area Definition Form SMAARBA for dynamically selected areas These choices represent a hierarchy in which area attachment priorities are considered first then dynamic overrides then default area priorities In other words use dynamically selected overrides if you want an area considered in priority order based upon the qualifiers that ca
226. requirements into the SMASGRP form You can then change the applicable requirements 1 Access the Default All Detail window of the Student Group Adjustments Form SMASGRP This window is available only if no group level requirements have been defined for the student s group adjustment record In the Default From Group field enter the code of the group from which you want to default values In the Group Rules Term field enter the code of the term associated with the group whose values are to be defaulted Select the checkbox for each component whose requirements are to be defaulted Select the Process Default button Modify the values in the fields for which you are adjusting group requirements Save your changes Adjust Group General Requirements iP 4 Access the Group General Requirement Adjustments window of the Student Group Adjustments Form SMASGRP If you copied values from another group or from the original group requirements the defaulted values are displayed in the appropriate fields but you can change them if desired If no adjustments have previously been entered and you want to copy the standard group general requirements perform the following steps 2 1 Select Default General Requirements from the Options Menu 2 2 Complete the Default Group General Requirements window 2 3 Select the Process Default button Enter or modify the values in the fields for which you are adjusting group require
227. restriction placed at a higher level always controls everything below it You can adjust a more restrictive rule at a lower level but can never be less restrictive at a lower level An example of this concept is in the use of minimum grade Example You might require a minimum program GPA of 2 00 C and also not want any course that has received a grade lower than a D to satisfy a requirement However you want to calculate a major GPA that includes the effect of any failed major courses It would be appropriate to put the 2 00 minimum group GPA at the program level but would not be correct to define the minimum course grade of D at the program level If you do place the minimum D grade restriction at the program level a failed course will never be considered by the program at all Instead you should place the minimum D grade restriction on the areas groups or individual detail requirements to which it should apply Area and Group Attachment Adjustments Area attachments can include either attached groups or course attribute detail attachments but not both and they can be adjusted as required for individual students Attachment adjustments can be very minor For example you can eliminate a single course from the list of courses that can satisfy a requirement Adjustments can also be much more extensive For example the standard area might include course attribute attachments while the adjusted requirements for a student use attached g
228. ries without a rule or set and subsets e Null entries with a rule e Sets sorted alphabetically e Subsets within a set sorted numerically You can define very specifically how compliance selects courses attributes within detail requirements For example you may have four courses that are absolutely required If you do not care about the order in which these requirements are fulfilled define the requirements without the use of sets subsets and or rules this type of definition was called a null entry in our general principles These requirements will be examined first by compliance If you do care about the order in which these requirements are examined use a different set for each requirement using set codes to define the order in which you want the requirements examined When you define sets and subsets higher priority sets should have codes using letters earlier in the alphabet sets with the highest priorities should begin with A s and B s and those with the lowest should begin with Y s and Z s Using this structure you can control the order in which compliances handles the course and attribute requirements Now let s continue to build this requirement April 2010 Banner Student 8 4 2 11 CAPP Handbook Common Concepts To satisfy this requirement a student must take HIST 110 111 and 114 or ANTH 100 102 In this part of the statement you have specified that the student must take the first three courses yo
229. riting COMP Composition and LITR Literature This course has four components the course itself and three attributes Regardless of the reuse flags each of these four components could be used by compliance to fulfill different requirements as long as a different part of the course is used before any reuse is considered to have occurred Therefore the one course could be used to fulfill all of the following requirements Subj CRSE Low Crse High Attr Req Credits ENGL 1005 300 WRIT 3 00 COMP 3 00 LITR 3 00 If each requirement is in a different area the person would earn 3 00 credits toward each area but only 3 00 total credits toward the program Regardless of the number of times used a course s credits will accumulate toward the program only once In the example given above none of the uses of the course is considered reused because a different part of the course is used each time No part is being used a second time which fits the dictionary definition of reuse Example 2 In the following example the course is subject to reuse processing and control by reuse rules because the course itself is used more than once Any use of the subject or course number in combination or separately is considered to use the courseness of the course Thus the course used by its subject alone course number alone or subject and course number in combination is considered to be a use of the course
230. rm SOAFAPC 3 On the Program Definition Rules Form SMAPRLE select the Web checkbox This indicator controls whether the program in the rule should be available on the Web when a new compliance evaluation is requested and allows the student or faculty member to create new requests for this program This indicator does not control whether evaluations are viewable on the Web 4 Add the following rules to the Crosswalk Validation Form GIVSDAX April 2010 Banner Student 8 4 7 1 CAPP Handbook Setting Up Banner for WebCAPP Processing Internal Sequence Internal System Internal Code Number Group Code External Code Description Required WEBCURR 1 WEBCAPP DEG WebCAPP selected See note below Curriculum Source WEBCURR 2 WEBCAPP GST WebCAPP selected See note below Curriculum Source WEBCURR 3 WEBCAPP ADM WebCAPP selected See note below Curriculum Source WEBCURR 4 WEBCAPP REC WebCAPP selected See note below Curriculum Source You enter the above values in the External Code field for each of four rows for internal code WEBCURR and assign sequence numbers in the Seq field to indicate your desired hierarchy The system uses the sequence number to determine which record is displayed on the Current Curriculum page For example if you assigned sequence numbers to 4 to the four records in the order listed above the system would first look for a Degree record if no degree record were found the system would l
231. roups instead April 2010 Banner Student 8 4 6 3 CAPP Handbook Adjustments Changing Adjustments over Time Adjustments for a student may need to change over time for example if the student changes programs or if the program requirements change All adjustments include an effective term and assume that an adjustment will remain effective indefinitely unless you specifically end the adjustment or change the adjusted requirements In addition area adjustments group adjustments targets waivers and substitutions can be made globally for the student they will apply to all programs area and or groups or can be limited specific programs area and or groups as appropriate Because of this flexibility it may not be necessary to adjust requirements over time but the ability to do so is present in every window of every student adjustment form Action Codes Action codes are used to specify the reason an adjustment was made or to further control the handling of the adjusted requirement in compliance processing Action codes are defined on the Action Code Validation Form STVACTN which is described in the Online Help However a review of action code may be helpful here When you adjust program area or group requirements you are changing the existing requirements for a specific student Action codes are not required when you create adjustments but if you do not use them and merely add delete and or change requirements then complian
232. rse ENGL 1101 ENGL 1102 Not Met Subj Crse HIST 2111 Subj Crse MATH 1112 MATH 1634 Release 7 1 0 1 Page 8 Print Date Print Type 21 NOV 2005 PRNTALL Crse Attr Crdts English Composition I English Composition II Crse Attr Crdts US History I Crse Attr Crdts Trigonometry Calculus I Actn Grd S Code A H B H Actn Grd S Code A T Actn Grd S Code A H B T 5 52 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George Release 7 1 0 1 Page 9 ID A00034799 Print Date 21 NOV 2005 Request Number il Print Type PRNTALL Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y CORE SSCI 200320 HIST 1112 Survey of World History II 3 00 C H 200220 PSYC 1101 General Psycholog 3 00 A H 200220 SOCI 1101 Introductory Sociology 3 00 A H 9 00 Rule CORE SSCI CORE Social Sciences Component als Galil ghialiad ial ial inl al all ali od aie a E Rule Unbrelilass s 2ss ssssscesseseee sc ss ates ses setae Reese eee ae see esas Conditions Required Per Condition Maximum Per Condition Total Required Total Maximum Req Actl Credits Courses Credits Courses Credits Courses Credits Courses Req Act Req Act Max Act Max Act 3 3 1 il 9 00 3 3 9 00 3 3 Sete Sess PSS PASS PAS Pe Se eee SESS Rute Depaul sse sack tastes se Sese SSeS SSS SSS S
233. rse in Fine Arts Painting Sculpture Art Exploration or Performing Arts Music or Theatre Originator Name Release 7 1 0 1 Page 7 21 NOV 2005 PRNTALL Print Date Print Type Martha Jones DOFS Dean of Students Martha Jones BA CHEM Bachelor of Arts Chemistry UG Undergraduate A Annandale AS College of Arts amp Sciences BA Bachelor of Arts 200620 Spring 2005 2006 theory Performance credits band orchestra etc cannot be used to fulfill this requirement Course Crse Req Req Min Crse Actn M Rule Subj Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y s01 600 800 S01 710 SAT Verbal E Required minimum score of 600 on SAT Verbal exam Y and CORE ARTS 200210 THEA 1111 Introductory Theatre 3 00 A T 3 00 Rule CORE ARTS CORE Arts Component PREERR AEE E GEE EEE ERLE E REG ESAT Tin Rian Bin Rie Unbrelita lt a s stasesces ease asst ee cre Se a eee Se ESS Se Se Sea sie Performance credits in band orchestra etc cannot be used to fulfill this requirement Conditions Required Per Condition Maximum Per Condition Total Required lt Total Maximum Req Actl Credits Courses Credits Courses Credits Courses Credits Courses Req Act Req Act Max Act Max Act 1 il 3 00 1 1 3 00 1 1 Hee See ceG Saag Be ae Se ae ee Sees SRG eee eee Rule Deteih s22 ssS s2ssssesseeeeeecscecseSeSeeessesoese score esssseossad Course Crse R
234. rse number GE 202 and the seven attributes In multiple entity reuse if each of those parts is used alone GE 202 could be used a total of eight times before any use is considered a reuse In single entity reuse GE 202 could only be used once before any use is considered a reuse In addition to the eight individual parts there can be combinations of parts GE 202 as the course used in combination with any of its attributes When used against a requirement which is written with subject course low and or course high and an attribute both the course part and the attribute part are being looked for and or used 2 8 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts Here are some examples of how GE 202 will be treated using both single entity reuse and multiple entity reuse You will see that the results will be different depending upon the type of reuse processing in effect for the program Program ECE requires several areas Among them are ECESCI and ECE2TECH e Area ECESCTI looks for attribute SCI attached to a course in the range 100 997 Its reuse flags are In In e Area ECE2TECH looks for only the attribute CE00 Its reuse flags are In In The following is how GE 202 and its attributes will be used when the ECE program is set for multiple entity reuse The attribute SCI attached to GE 202 is used against area ECESCI e The course GE 202 is also used by area ECESCI because the requirement includes the
235. rses Met Req Act Reqd Act Total Required y 3 00 1 1 GROUP RESTRICTED SUBJECTS ATTRIBUTES Effective Term 000000 Source 0 Course Crse Credits Courses Cmp Col Dept Subj Low High Attr Max Act Max Actl Actn PERF 0 00 0 200210 THEA 1111 Introductory Theatre 3 00 A T S01 710 SAT Verbal E Group CORE COMP Comp Literature Component Two freshman level literature or composition courses GROUP SUMMARY MET General Requirements MET Course Attribute Requirements GROUP GENERAL REQUIREMENTS Effective Term 000000 Source 0 Credi ts gt Courses Met Req Act Reqd Act Total Required Y 6 00 2 2 Courses Used By Requirement Term Subj Crse Title Attr Crdts Grd S Actn 200210 ENGL 1101 English Composition I 3 00 A H 200220 ENGL 1102 English Composition II 3 00 B H Group CORE GHUM General Humanities Component Core Seminar 1000 and 1001 one course in Biblical amp Historical Studies one in Literature and two in Philospophy GROUP SUMMARY NOT MET General Requirements 5 46 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Name Westin George ID A00034799 Request Number 1 NOT MET GROUP GENERAL REQUIREMENTS Course Attribute Requirements Effective Term 000000 Source 0 Credits Courses Met Req Actl Reqd Act Total Required N 3 00 6 1 Courses Used By Requirement Term Subj Crse Title Attr Crdts Grd 200210 HIST 2111 US History I BLHS 3 00 A 3 00 Group C
236. rses in targets and substitutions or waiving individual requirements m The rest of this section covers the following procedures for course adjustments e Adjust Course Targets on page 6 48 e Adjust Course Waivers on page 6 49 April 2010 Banner Student 8 4 6 47 CAPP Handbook Adjustments e Adjust Course Substitutions on page 6 50 e Track Other Adjustments on page 6 51 Adjust Course Targets 1 10 11 12 Access the Student Adjustment for Targets Waivers amp Substitutions Form SMASADJ In the ID field enter the ID of the student for whom you want to display or maintain student adjustments In the Term field enter the effective term for the adjustments Go to the next block If you enter a student ID that has not been added to the student adjustment library the system displays a message with an option that opens the Student Adjustment Library Form SMASLIB so that the student can be added Select the Target Courses button to access the Target Courses Information window In the Subject field enter the subject code of the target course In the Course field enter the course number of the target course If the requirement includes an attribute and the portion of the requirement is also to be targeted enter the attribute code in the Attribute field In the Area field enter the code of the area to which the target applies if appropriate If no value is entered the req
237. rses you would set up this connector statement Total Required Credits field Connector Total Required Courses field 126 And 42 April 2010 Banner Student 8 4 2 1 CAPP Handbook Common Concepts The Or Connector The or connector indicates that the requirement must be fulfilled using either of the values you specify Example If you want to require 126 credits or 42 courses You would set up this connector statement Total Required Credits field Connector Total Required Courses field 126 Or 42 The None Connector A None connector is the most specific you are telling CAPP to use an all or nothing approach Example Assume you are a credit driven institution You aren t interested in how many courses a student takes you require only a minimum of 126 credits You could set up this connector statement Total Required Credits field Connector Total Required Courses field 126 None Reuse Reuse indicators control how courses and course attributes can be used within CAPP In most cases use reuse indicators to specify that an already used course and or attribute can be reused to fulfill another requirement in a different area or group For example one course or one of its attributes may be required to fulfill a general education requirement but may also be required within a specific major Reuse allows the course attribute to be used to fulfill both requirements When a course attribute is reus
238. rst level Typically areas represent the principle divisions within your program such as core requirements or electives Boolean logic This consists of and and or logic being used to determine if the condition is met or not met CAPP The acronym Curriculum Advising and Program Planning part of the Banner Student System This module helps you track a student s progress toward a degree certificate or award Captive Term used to describe programs When you designate a program as captive all of that program s attached areas will be used to process a student s compliance and no additional areas will be used from the area library Dynamic processing can never occur on a program designated as captive Compliance process The process by which you check a student s progress toward a degree certificate or award When you run the compliance process CAPP checks the program information you have defined against the student s record and generates a report This report details whether or not the student has completed the requirements of the program and why Connectors And or and none are the three types of connectors used in the CAPP module These connectors are used when defining your detail requirements for programs April 2010 Banner Student 8 4 G 1 CAPP Handbook Glossary areas and groups They allow you to very specifically define such combinations as the number of credit
239. s Transition 200210 NURS 3XXX Health Promotions 200210 NURS 3XXX Health Promotions Practic Attr Crdts Courses Reqd Act 1 Attr Crdts Grd S Actn LANG 3 00 Courses Reqd Act 27 FRWWPRFR ER BWPD W WPODPY DOES WW WWF 5 FWODWDWrWWOrTwowrrwrrwrw 5 49 Banner Student 8 4 CAPP Handbook Compliance Requests Grd S Actn ae Name Westin George ID A00034799 Request Number 200210 200210 200310 200220 200220 200310 200320 200410 NURS PHYS PHYS POLS PWLA SPAN SPAN XIDS 3XXX 1111 2212 1101 2611 3101 3450 2100 1 Interactive Communication Introductory Physics I Principles of Physics II American Government Special Activities Conversational Spanish Spanish for Business Arts and Ideas WWWRrRWARRW oO oO Drrrwnrw GG Se aie Se ae a ae Release 7 1 0 1 Page 6 Print Type PRNTALL Banner Student 8 4 CAPP Handbook Compliance Requests 5 50 April 2010 Name Westin George ID A00034799 Request Number il Advisor Name George Westin Originator 3471 Sepulveda Boulevard Van Nuys CA 90234 Program Level Campus College Degree Eval Term Area CORE UGB Undergraduate Bachelor s Core 14 courses Not Met Six courses in General Humanities two in Composition and Literature three in Math and or Science three in Social Sciences one in Fine and Performing Arts Group CORE ARTS Fine Performing Arts Component 1 course Met One cou
240. s and or courses required See Connectors on page 2 1 for more information about connectors Course year limit The oldest any course can be to be considered for use in a program area or group When you run compliance the evaluation term you enter will be used in conjunction with the value in the Course Year Limit field to determine how far back to go in a student s academic history Curriculum The programs you offer at your institution are what constitute your curriculum These include such basics as level degree major and concentration Curriculum rules Rules that govern how CAPP should handle your curriculum and degree audit data You define your curriculum rules on the Curriculum Rules Form SOACURR Degree audit The process of tracking a student s progress to a degree certificate or award Dynamic compliance An optional process in CAPP that allows you to have CAPP dynamically select those areas and groups needed to fulfill your program When you want to use dynamic compliance you can set up rules and restrictions to govern the process Group A group is the third level of your degree audit hierarchy A program is the first level and an area is the second Groups are optional and are attached to areas Typically you use groups to house similar sets of courses such as Humanities or Social Sciences Inactive programs A program that you do not want to be available for use Libraries A cent
241. s from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Ifyou want to copy the course attribute attachments from an area perform the following steps 2 1 Select Default Course Attribute Attachment Management from the Options Menu 2 2 Complete the Default Detail Attachments window 2 3 Select the Process Default button 3 Enter or modify the values in the fields for which you are adjusting area requirements 4 Save your changes Adjust Area Additional Levels for Attachments Use the Student Area Adjustments Form SMASARA to adjust course level inclusions exclusions that apply to a specific requirement When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access 1 Access the Include Exclude Course Level window of the Area Course Attribute Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 1 4 Select the Course Attachment button 1 5 Place the cursor on the row for which you want to enter course level inclusions exclusions then select Level from the Options Menu If you copied values from another area the defaulted v
242. s the program to be evaluated the sort order of the student s courses and whether in progress courses should be considered This chapter discusses the following e Introduction to Compliance Processing on page 5 1 e Compliance Processing Order on page 5 3 e Second Pass and Best Fit Processing on page 5 4 e Hardcopy Output on page 5 5 e Batch Compliance Processing on page 5 7 e Compliance Request Procedures on page 5 13 e Compliance Reports and Processes on page 5 31 Introduction to Compliance Processing Compliance processing compares the requirements for a student s goal against the student s course work complete transfer in progress and planned Compliance processing uses a compliance request record which can be created using the Compliance Request Management Form SMARQCM to give it basic instructions and parameters it then collects the program s requirements and the student s course work non course requirements student attributes and student adjustments and compares the student s achievements against the requirements Student achievements are collected from the following sources e Courses attributes earned by the student at the institution are collected from the student s academic history e Courses attributes earned by the student at other institutions are collected from the student s awarded transfer work Transfer work sti
243. s used to select the correct curriculum source records and is used as the evaluation term in the compliance request records created by the Batch Compliance Process If Recruiting records are specified as the curriculum source a recruiting record must exist where the term code equals the value entered in the Process Term parameter If multiple recruiting records exist for the term code specified in the Process Term parameter multiple compliance requests are created and processed e If Admissions records are specified as the curriculum source an admissions record must exist where the entry term code equals the value entered in the 5 10 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Process Term parameter If multiple admissions records exist with an entry term code equal to the value entered in the Process Term parameter multiple compliance requests will be created and processed Note If the program code entered in the secondary curriculum window of an admissions record is the same as the one in the primary curriculum window the secondary curriculum data is treated as an extension of the primary curriculum However if the program code in the secondary curriculum is different from the one in the primary curriculum window the secondary curriculum data is ignored Therefore if a compliance evaluation is desired for the secondary curriculum program it must be requested manually through SMARQCM m e If Student records
244. s you want to copy For example if you want to copy group text from one group to another access the Group Text window Access the Default XXX window where XXX represents the kind of details For example if you are copying group text access the Default Group Text window Select the Maintenance button The system copies all details from the previous term range to the new one Review the copied details and make any changes as desired Save your changes 4 36 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP Make a Group Inactive Once all students whose program uses a group term range combination have finished or left the program associated with the group you might want to make the group inactive 1 Access the Group Requirements Form SMAGROP See the Online Help for detailed information about completing this form 2 Inthe Group field enter the group code 3 Inthe Term field enter the code of the first term in the range you are making inactive 4 Go to the next block 5 Select the Inactive radio button 6 Save your changes April 2010 Banner Student 8 4 4 37 CAPP Handbook Setting Up CAPP 4 38 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 5 Compliance Requests LL Compliance requests are used to initiate the compliance process in which the system evaluates a student s progress toward his or her goal It is in the compliance request that you specify certain parameters such a
245. se Sele er Sree ears Rule Umprella ele aa il Ga a Conditions Required Per Condition Maximum Per Condition Total Required Total Maximum Req Actl Credits Courses Credits Courses Credits Courses Credits Courses Req Act Req Act Max Act Max Act 2 2 00 2 00 2 2 00 2 00 2 See SS Sele hele Sle Sere tere Sree eee e es R ke De hi hee i ae ais ee R Sh cach ie SSE Ue Ria i Course Crse Req Req Min Crse Actn M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y MATH 1634 1 00 200210 MATH 1634 Calculus I 1 00 B T N and MATH 1113 1 00 ng or MATH 1112 1 00 200210 MATH 1112 Trigonometry 1 00 A H Rule 1LSTCHEM Yr 1 Chem options choose 1 Within rule CHEM HGR Gara ae Se medak Ge agai Shee aise cascas R le 11 10 291 a gl re e aa Conditions Required Per Condition Maximum Per Condition Total Required lt Total Maximum Req Actl Credits Courses Credits Courses Credits Courses Credits Courses Req Act Req Act Max Act Max Act 1 l 4 00 1 4 00 1 sasas sst mats ms ts mias ms as manske ei eaei eel Rule DetailAsss esebsssrsssssssnsrstd pa o abani eesescetesee penden Course Crse Req Req Min Crse Actn M Rule SUBJ Low High Attr Crdt Crse Grd Term Subj Crse Title Attr Crdts Grd S Code Y CHEM 1211K 200210 CHEM 1211K Principles of Chemistry I 4 00 A H N and CHEM 1211 N and CHEM 1211L N and
246. sing and without per condition information processing will occur using Boolean logic See Sets and Subsets on page 2 10 for more information about sets and subsets Banner Student 8 4 G 3 CAPP Handbook Glossary G 4 Banner Student 8 4 April 2010 CAPP Handbook Glossary Index LEL A E additional course levels for rule detail attachments groups adjusting 6 41 additional levels for attachment rules areas adjusting 6 27 additional levels for attachments areas adjusting 6 24 groups adjusting 6 38 adjusting additional course levels for rule detail attachments groups 6 41 additional levels for attachment rules areas 6 27 additional levels for attachments areas 6 24 groups 6 38 area attachments programs 6 13 area requirements 6 15 defaulting values 6 17 course levels to include exclude areas 6 18 groups 6 34 programs 6 9 course attribute attachments areas 6 23 groups 6 37 course attribute exclusions for attachment rules areas 6 29 course attribute exclusions for attachments areas 6 25 groups 6 39 course attribute exclusions for rule detail attachments groups 6 42 courses 6 45 substitutions 6 50 targets 6 48 waivers 6 49 general requirements areas 6 17 groups 6 33 programs 6 8 group attachments areas 6 21 group requirements 6 31 defaulting values 6 33 non course requirements programs 6 9 program requirements 6 6 defaulting values 6 7 required attributes programs 6 10 restricted grades a
247. six credits per condition is met e The rule is met because the number of conditions required is met Example 2 Select six credits from a sub list of courses For list processing a value must be entered in the required credits courses per condition and or maximum credits courses per condition fields There are two sub lists in one condition All six credits must be from one sub list The per condition fields drive processing and denote the use of lists or sub lists Umbrella Number of conditions required 1 Per condition 6 credits Cond Set Subset Course Courses Used 1 A 100 MATH 101 MATH 101 3 credits 1 A 100 MATH 103 1 A 100 MATH 104 MATH 104 3 credits 1 A 200 MATH 211 1 A 200 MATH 212 Let s say a student has MATH 101 three credits MATH 104 three credits and MATH 211 three credits e The condition is counted because the requirement of six credits per condition is met and both courses are from subset 100 2 16 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts The rule is met because the number of conditions required is met Example 3 Select a series of courses Based on difficulty one two or three courses may be required Students must have MATH 101 103 and 104 or they must have MATH 211 and 212 or they must have MATH 410 MATH 101 103 and 104 or MATH 211 and 212 or MATH 310 Because there is no per condition information Boolean logic is used to drive pro
248. sociated with a hardcopy request You can send authorized charges directly to a student s account in the Accounts Receivable module and log those transactions to a cashiering session identified by the user ID displayed in the Authorized field Note If restrictions are being enforced based on user profile information controlled by a flag on the Accounts Receivable Billing Control Form TGACTRL the user must be authorized to use specific categories of detail codes on the User Profile Form TGAUPRF m When you create a charge using the Hardcopy Billing Information window the transaction is sent to Accounts Receivable when the transaction is saved Review of fees associated with compliance requests can be done using forms within the Accounts Receivable module 1 Ifyou are creating a charge as part of a new hardcopy output request go to step 2 If you are creating a charge for an existing hardcopy output perform the following substeps first 1 1 Access the Compliance Request Management Form SMARQCM 1 2 Complete the key block 1 3 Go to the next block 1 4 Perform a query to find the request 2 Select Request Hardcopy Output from the Options menu 3 When the Hardcopy Request window is displayed select Bill for Hardcopy Output from the Options menu 4 Inthe Billing Term field enter the code of the term associated with the charge 5 Inthe Fee Charged field specify the processing to take place Valid values are e Y C
249. ss 3 00 A H XIDS 2100 Arts and Ideas 3 00 B H 67 00 3 31 GPA Advisor Name Martha Jones Originator DOFS Dean of Students Originator Name Martha Jones Program BA CHEM Bachelor of Arts Chemistry Level UG Undergraduate Campus A Annandale College AS College of Arts amp Sciences Degree BA Bachelor of Arts Eval Term 200620 Spring 2005 2006 5 59 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 5 60 Banner Student 8 4 April 2010 CAPP Handbook Compliance Requests Adjustments LEL Occasionally you might need to adjust the requirements for a student s program You can perform the following kinds of student adjustments e You can use course targets to force the use of a course in a specific area or group e You can waive a requirement by marking it as satisfied e You can waive a requirement by marking it as satisfied and accumulating credits and courses toward required totals e You can substitute one course for another If you do not specify an area or group a waiver or substitution will apply to all areas or groups This chapter covers the following e Overview on page 6 1 e Action Codes on page 6 4 e Adjustment Library Procedures on page 6 5 e Program Adjustment Procedures on page 6 6 e Area Adjustment Procedures on page 6 15 e Group Adjustments Procedures on page 6 31 e Course Adjustments on
250. st Program Course Levels to Include or Exclude on page 6 9 e Adjust Program Required Attributes on page 6 10 e Adjust Program Restricted Subjects Attributes on page 6 10 e Enter Text for Adjusted Program Restricted Subjects Attributes on page 6 11 e Adjust Program Restricted Grades on page 6 12 e Enter Text for Adjusted Program Restricted Grades on page 6 12 e Adjust Program Area Attachments on page 6 13 e Track Program Adjustments on page 6 13 e Make Program Adjustments over Time on page 6 14 Default Program Requirements You can use the Default All Program Information window of the Student Program Adjustments Form SMASPRG to default all or some of a program s requirements into the SMASPRG form You can then change the applicable requirements 1 Access the Default All Program Information window of the Student Program Adjustments Form SMASPRG This window is available only if no program level requirements have been defined for the student s program adjustment record 2 Inthe Default From Program field enter the code of the program from which you want to default values 3 Inthe Program Rules Term field enter the code of the term associated with the program whose values are to be defaulted 4 Select the checkbox for each component whose requirements are to be defaulted 5 Select the Process Default button April 2010 Banner Student
251. st program requirements 3 Inthe Term field enter the code of the first term in the new range 4 Inthe Program field enter the program code for the adjusted requirements 6 14 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 5 Go to the next block 6 Access the window associated with the requirements you want to copy For example if you want to copy restricted grades from one term to another access the Program Restricted Grades Adjustments window 7 Select the Maintenance button The system displays an Option List from which you can choose to copy existing adjustment information or end the adjustments e If you copy the information a complete copy of the existing adjustments is made with the key block term as the new from effective term You can then make changes to the copied information to reflect the new adjusted requirements e If you end the information existing adjustments are ended as of the new effective term 8 If you have copied adjustments make the necessary changes to the adjustments 9 Review the copied requirements and make any changes as desired 10 Save your changes Area Adjustment Procedures Adjustments for an individual student can be made to any of an area s requirements or restrictions A requirement placed at a higher level always controls everything below it You can define a more restrictive rule at a lower level but can never be less restrictive at a lower level Area adju
252. stments can be made globally that is they will be used instead of the area s standard requirements or they can be applied to a specific program This flexibility allows you to define area adjustments as broadly or as narrowly as necessary If you define area adjustments globally they will be used wherever the area is required even if the student changes programs If you apply area adjustments to a specific program they will not be applied if the student changes programs You use the Student Area Adjustments Form SMASARA to adjust area requirements for a student 1 Access the Student Area Adjustments Form SMASARA 2 Inthe ID field enter the ID of the student for whom you want to adjust area requirements April 2010 Banner Student 8 4 6 15 CAPP Handbook Adjustments If you enter a student ID that has not been added to the student adjustment library the system displays a message with an option that opens the Student Adjustment Library Form SMASLIB so that the student can be added 3 Inthe Term field enter the effective term for the adjusted area requirements The term code that you enter becomes the from term beginning effective term for the new set of adjusted requirements 4 Inthe Area field enter the area code for the adjusted requirements You should create area adjustments only for the components of the area that should be different for a particular student For example if the only requirements that should be d
253. student and program The following conditions would require you to adjust area attachments e To eliminate an area s requirements entirely e To waive the area s requirements When you waive an area s requirements you can still accumulate credits and courses for the area by using an action code that counts See Action Codes on page 6 4 for more information When you enter an action code that counts you will be able to enter values for the adjusted credits and course fields When a waived requirement counts the requirement is automatically considered satisfied even though no courses are applied against it and the values in the adjusted credits and courses field accumulate to group area and program minimum requirements e To add an area s requirements to the program To change the priority order reuse indicators and or course year limit for an area 1 Access the Program Area Attachments Adjustments window of the Student Program Adjustments Form SMASPRG If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Ifyou want to copy the area attachments from a program perform the following steps 2 1 Select Default Area Attachment from the Options Menu 2 2 Complete the Default Area Attachment and Priority Control window 2 3 Select the Process Default button 3 Enter or modify the values in the fields for which
254. t encountered will be displayed a 11 2 Web Registration either Student Self Service or Faculty and Advisor Self Service When area prerequisites are not in effect for a section prerequisite checking will be based on prerequisite requirements defined in the Section Test Score and Prerequisite Restriction block of SSAPREQ There are two possible results a successful registration or a Pre Req and Test Score Restriction error Following an error the request to enroll in the section is automatically deleted When area prerequisites are in effect for a section prerequisite processing will be performed by a piped call for a compliance evaluation There are two possible results a successful registration or a Pre Req and Test Score Restriction error If a Pre Req and Test Score Error is returned for an enrollment attempt that uses an area prerequisite a link will be displayed from the CRN for the enrollment The student can select the link to access the CRN prerequisite Area Results page This page will display all prerequisite areas for the CRN that have not been met It will not display required prerequisite areas that have been met 4 28 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP The display is in table format and includes the following sections e For each CRN for which an area prerequisite has not been met the CRN subject course number and course title are displayed e Each area that has not been met will be
255. t Attributes section displays all student attributes selected for consideration by compliance and includes the attribute code description and effective term The Student Courses section displays all courses selected for consideration by compliance and lists the courses in the order in which compliance will use them Courses can be sorted in chronological order earliest term first reverse term order most recent term first or in descending grade order highest grade first depending on the value in the Course Usage Order field C for chronological G for grade or T for descending term on SMARQCM for the compliance request The courses selected for consideration by compliance processing might not include all of a student s courses The selection of courses depends on the values specified for the compliance request in the following fields on SMARQCM e Minimum In Progress Term for in progress courses e Maximum In Progress Term for in progress courses e Minimum Cutoff Term Maximum Cutoff Term Also the course selection process excludes institutional and transfer courses with a Repeat Indicator value of A or E so they will not be available for use with any program requirements during a compliance evaluation The Program Compliance Report is useful as a debugging tool when you are first building program rules and researching why a requirement was fulfilled or not After you have thoroughly tested program rules and obtained correct
256. t is not used by Area IV Course 4 has not been used in any other higher priority area so it can be used by Area IV Course 4 will be flagged as used and passed back out of Area IV to be reused by other areas 2 4 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts The Within reuse indicator works as follows Example You have a single course ENGL 1500 which has the attribute Writing Intensive You have requirements for both ENGL 1500 and a course with the Writing Intensive attribute If written as ENGL 1500 and Writing Intensive on separate lines these are now two separate requirements and within reuse is a factor If within reuse is allowed a single ENGL 1500 course which also has the Writing Intensive attribute can fulfill both requirements If written as ENGL 1500 Writing Intensive all on one detail line then the requirement will be satisfied only when ENGL 1500 is taken when the course also has the Writing Intensive attribute In this case within reuse is not a factor The combination of the reuse indicators and the way in which requirements are written have significant implications on the results of compliance The Jn Out Both and None reuse indicators control reuse of courses and attributes across areas or groups These reuse indicators on groups control reuse of courses and attribute across groups attached to the same area e The Within reuse indicator controls reuse of courses and attributes
257. t your institution ENGL 1005 ENGL 1006 and ENGL 1501 are required courses Any five General Elective courses are also required Also let s say that no reuse is allowed See Reuse on page 2 2 for more information about reuse in CAPP A student has completed five courses four that are General Electives and one ENGL 1501 that could be considered either an elective or a requirement Substitutions The student has taken WRIT 1200 Writing in Business You could then either e Change the one of the requirements for this student to WRIT 1200 OR e Substitute WRIT 1200 for ENGL 1501 6 2 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Waivers You could either e Remove ENGL 1005 from the requirements OR e Waive ENGL 1005 so that student does not have to take the course Targets When you run compliance the system automatically uses completed courses to satisfy a group of requirements before it uses the courses to satisfy an individual course requirement In this example if you want to be sure that ENGL 1501 satisfies an English major requirement rather than a general elective requirement you would target ENGL 1501 to satisfy the ENGL 1501 requirement in the English major requirement group before the system could use it to satisfy the entire general elective requirement Requirements and Restrictions Many requirements and restrictions can be adjusted at the program area group or detail level A requirement or
258. tailored program that you want to apply to several students you can do one of the following e Create the program and its requirements for the first student and then copy the program for each of the other students e Create the program and its requirements and without assigning it to any students on SMAPRLE designate the program as the compliance curriculum in compliance requests created for other students on the Compliance Request Management Form SMARQCM Captive Programs A captive program is one in which all detail requirements are defined in areas that are attached directly to the program and only the attached areas will be evaluated during a compliance review for a student in the program During a compliance review of a captive program only attached areas are processed and no areas are selected dynamically from the Area Library Form SMAALIB In other words any area qualifiers that are defined for the area in the area library are not examined 1 4 Banner Student 8 4 April 2010 CAPP Handbook Getting Started Figure 3 shows how compliance treats a captive program Figure 3 Example of a captive program In this example the program general requirements and the requirements for the three attached areas Core Requirements Arts amp Sciences Electives and English Major must be fulfilled for the student to satisfy the program goal Non Captive Programs A non captive program is one in which areas that make up the progr
259. these properties files from the archive by issuing the following command jar xvf smrcmjx jar lt property file name gt Once changes have been applied to the new properties files and then saved you can upload the changed files to the archived file by issuing the following command jar uvf smrcmjx jar lt property file name gt The properties files control numerous processing outcomes for the smrcmjx jar process The specific controls in each property file are documented along with the results of the individual settings smrcrit sql This package creates the XML output for a compliance evaluation Both the Web page bwcksxml sql and the Java process smrcmjx jar call this procedure to render and return the XML in an XMLTYPE variable The procedures contained in this package are used for assembling the XML results into an XML document that represents logical compliance evaluation processing flow smkxapi sql This package creates the database procedures that query the individual compliance tables and return the result sets in XML format The smrcr1t sq1 package performs numerous calls to this package in order to assemble the XML document in a logical order that is relevant to the compliance evaluation information April 2010 Banner Student 8 4 5 29 CAPP Handbook Compliance Requests Item smkmxml sql Description This package creates the database utility procedures that generate the XML output The procedures cont
260. tions from self service Note All registration activity from self service and SFAREGS that involves area prerequisite checking depends on the pipe process however only degree evaluations initiated from self service require the pipe process Compliance evaluations initiated from SMARQCM do not depend on the pipe process m Pipes used by area prerequisite processing are similar to those used by Job Submission GURJOBS and their management is usually the responsibility of a database or system administrator Appropriate pipes must be initialized for area prerequisite processing to occur and they can be best initialized during normal system start up routines Ten rows have been delivered in the SFBPIPE table and ten pipes will be initialized by SFRPINI Determining the required number of pipes to use is your institution s responsibility If processes are waiting for pipe responses it may be best to initialize additional pipes 11 Perform registration as usual There will be different results depending on the method of registration used 11 1 Online registration using the Student Course Registration Form SFAREGS When area prerequisites are not in effect for a section prerequisite checking will be based on prerequisite requirements defined in the Section Test Score and Prerequisite Restriction block of SSAPREQ There are three possible results a successful registration an In progress message or a Pre Req and Test Score Restriction err
261. tive term of the program from which you want to copy program requirements The checkbox for each type of requirement that has been defined for the program from which you are copying program requirements is selected 7 If desired clear the checkbox of any type of requirement that you do not want to copy 8 Select the Process Default button or perform a Duplicate Record function The system copies the selected requirements to your new program and redisplays the main window with the cursor in the key block 9 Go to the next block 10 Review the copied requirements and make any changes as desired 11 Save your changes Copy Part of a Program s Details to Another Program Each window on the Program Requirements Form SMAPROG allows you to copy the details associated with that window from one program to another The window cannot have any details defined for it or else this option cannot be performed 1 Access the Program Requirements Form SMAPROG See the Online Help for detailed information about completing this form 2 Inthe Program field enter the program code If you enter a program code that has not been defined on the Program Definitions Rules Form SMAPRLE the system displays a message with an option that opens SMAPRLE so that the program can be added 3 Inthe Term field enter the code of the term for which the program is to be in effect 4 8 Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP
262. to satisfy a different set of General Education Requirements Thus the existing set of qualifiers for the General Education Requirements area will need a new set of qualifiers that includes only the Arts and Science college code and a completely new area would be created for the College of Business General Education requirements with an appropriate set of qualifiers to ensure that it is selected for only Business students 1 Access the Area Library Form SMAALIB See the Online Help for detailed information about completing this form 2 Select the area for which you want to define qualifiers 3 Access the Area Library Qualifiers window 4 Inthe Qualifier Term field enter the code of the first term in the new range 5 Go to the next block Banner Student 8 4 April 2010 CAPP Handbook Setting Up CAPP 6 Select the Maintenance button The system copies all qualifiers from the previous term range to the new one 7 Review the copied qualifiers and make any changes as desired 8 Save your changes Build Area Requirements from Scratch This procedure explains how to build an area s requirements from scratch where you need to define everything You would typically use this procedure for the first area you define when you begin to implement CAPP and for areas that have nothing in common with other areas Once your first area is defined you can either copy it and change specific details as explained in Copy an Area
263. tory or just before pre registration to provide up to date compliance evaluations for advising purposes Whether compliance requests and hardcopy output requests are created online or in batch or the requests are processed by immediate submission or in batch compliance evaluation results can be viewed in the compliance results forms and the hardcopy output produced is the same When you specify Compliances C for the Run Mode parameter the Batch Compliance Process performs a compliance evaluation for any outstanding compliance request records where the Compliance Date field on SMARQCM is blank It also produces any outstanding hardcopy output associated with compliance requests for which the following conditions apply e Print date in the hardcopy output record is null e Print Immediately checkbox in the Hardcopy Request window of SMARQCM for the hardcopy output request is not selected e Value in the Printer field in the Hardcopy Request window of SMARQCM for the hardcopy output request matches the Printer ID parameter e Value in the Compliance Type field in the Hardcopy Request window of SMARQCM for the hardcopy output request matches the Compliance Print Type parameter The batch compliance process does not create any new compliance requests or hardcopy output requests when you select the Compliances run mode Only outstanding compliance and or hardcopy output requests are processed When you specify Hardcopy H for the Run
264. ts in the following order e Areas are processed in order of priority Within areas groups are processed in alphabetical order within set subset combinations In the absence of sets and subsets groups are processed in alphabetical order e Detail course attachments are processed as follows e Null sets and subsets without rules e Null sets and subsets with rules April 2010 Banner Student 8 4 5 3 CAPP Handbook Compliance Requests e Sets sorted alphabetically e Subsets sorted numerically As each detail course attachment requirement is processed the course list and attribute list are searched in the order requested Entire courses and attributes that have not been used before are used first Unused portions splits of courses and attributes are used next If the requirement is still not satisfied or the maximum allowable credits courses have not been applied to the requirement processing continues and an attempt is made to reuse any courses allowed based on the reuse flags that have been set If a course s credits cannot be used in their entirety due to a restriction or a maximum number of allowable credits defined for the requirement having been applied to the requirement then the course s credits are split The compliance process applies the number of credits up to the limit imposed by a restriction or by a maximum and the remaining credits are considered available for usage on another requirement Second Pass and
265. ttachments Use the Student Area Adjustments Form SMASARA to define or adjust rules for area group attachments When you select the Course Attachment button in the main window of SMASARA the system opens the Area Course Attribute Attachment Form SMQSACR SMQSACR can be accessed only from the navigation block of SMASARA It cannot be accessed from the Options Menu or using Direct Access Rules can be defined alone or can be used with sets and subsets No other data elements except set and subset if required are allowed on a line with a rule See Rules on page 2 13 for more information about rules This procedure assumes that you have already assigned a rule to an area course attribute attachment adjustment as explained in Adjust Area Course Attribute Attachments on page 6 23 1 Access the Course Attribute Attachment Rules window of the Area Course Attribute Attachment Form SMQSACR as follows 1 1 Access Student Area Adjustments Form SMASARA 1 2 Enter the student details in the key block 1 3 Go to the next block 6 26 Banner Student 8 4 April 2010 CAPP Handbook Adjustments 1 4 Select the Course Attachment button 1 5 Place the cursor on the row for the rule you want to define then select the Search button for the Rule field If you copied values from another area the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Enter or modify the descript
266. tton group to specify whether the system should perform curriculum checking e When set to No no curriculum checking is performed e When set to Yes curriculum rules are applied based on the error severity flags for each module set on this form and on the module controls set for each base curriculum rule on the Curriculum Rules Form SOACURR When Require Program Code on Curriculum Rules is set to Yes Perform Curriculum Checking must also be set to Yes If you are using CAPP Program Planning features you must also have curriculum rule checking in effect When Require Program Code on Curriculum Rules is set to No you can use curriculum rules checking or not When you change Perform Curriculum Checking from No to Yes curriculum rules checking immediately goes into effect for all users based on the curriculum rules themselves the error severity set for each module and the module controls set for each base curriculum rule on SOACURR 4 Set the Attach Concentrations to Majors radio button group specify how concentrations may be built on curriculum rules e When set to Yes concentrations can be attached to major department rules and to base curriculum rules e When set to No concentrations can be attached only to base curriculum rules that is they cannot be attached directly to majors and the concentrations are valid for all majors within the base curriculum rule 5 Use the Create or Update Degree with Primary Curriculum and
267. u defined or ANTH 100 103 You would then add different subset to the formula A10 111 HIST 110 A10 111 HIST 111 A10 111 HIST 114 A10 222 ANTH 100 A10 222 ANTH 101 A10 222 ANTH 102 Our new subset of 222 is unlike the previous subset of 711 but is still part of the A O set This is an or condition because unlike subsets within a set are an implied or condition Now let s finish building this requirement To satisfy this requirement a student must take HIST 110 111 and 114 or ANTH 100 102 and PSYC 100 or SOC 110 The last part of our statement is linked to the HIST ANTH courses with an and statement so you want to build a new set A10 111 HIST 110 A10 111 HIST 111 A10 111 HIST 114 A10 222 ANTH 100 A10 222 ANTH 101 A10 222 ANTH 102 2 12 Banner Student 8 4 April 2010 CAPP Handbook Common Concepts SET SUBSET SUBJ COURSE Low A20 111 PSYC 100 A20 222 SOC 100 Because different sets are an implied and condition our A20 set is now linked to the A70 set And since you used unlike subsets within the A20 set you are telling CAPP to take PSYC 100 or SOC 100 Rules When you have more complicated requirement you might need to use a rule Attachment rules use the same variables as other area or group attachments but add the concept of conditions Rules will allow you to specify the number of conditions that must be satisfied Example for area group
268. ues entered in the compliance request record are the same as those used when the curriculum data are copied from recruiting admissions general student or academic history into a request record using SMARQCM Hardcopy output requests can also be created based on the values in the following parameters e Produce Hardcopy for Population e Compliance Print Type e Send to Advisor e If you enter Y the student s advisor assignments in effect for the Process Term parameter are selected e If you enter N the student s name is used as the issued to name in the hardcopy output request If the student also has an active address based on the values entered in the Address Hierarchy and Address Selection Date parameters that address is inserted in the hardcopy output request April 2010 Banner Student 8 4 5 9 CAPP Handbook Compliance Requests e Primary Advisor Only e If you enter Y only the student s primary advisor in effect for the process term is selected e If you enter N all advisors in effect for the process term for which the Advisor Type parameter matches the advisor type in the advisor assignment are selected A hardcopy output request is created for each selected advisor and the advisor s name is used as the issued to name e Advisor Type Because compliance requests created in batch do not allow user intervention other than the entry of parameter values you should keep the following points in mind when
269. uirement will be targeted in all areas In the Group field enter the code of the group to which the course is targeted if appropriate If no value is entered the requirement will be targeted in all groups Save your changes If you want to limit the course target to specific programs continue as follows If the target should apply globally regardless of the program against which the student is complied do not perform the following substeps 12 1 Go to the Valid Programs block 12 2 In the Program field enter the code of the program s in which the target is valid 12 3 Save your changes 6 48 Banner Student 8 4 April 2010 CAPP Handbook Adjustments Adjust Course Waivers 1 10 11 12 13 Access the Student Adjustment for Targets Waivers amp Substitutions Form SMASADJ In the ID field enter the ID of the student for whom you want to display or maintain student adjustments In the Term field enter the effective term for the adjustments Go to the next block If you enter a student ID that has not been added to the student adjustment library the system displays a message with an option that opens the Student Adjustment Library Form SMASLIB so that the student can be added Select the Waivers button to access the Waivers window In the Subject field enter the subject code of the requirement to be waived In the Course field enter the course number of the requirement to be waived If t
270. unless Used only when the Send to Advisor parameter is Y Primary and Primary Advisor Only is N Specifies which Advisor advisor type s the hardcopy output should be sent Only to Multiple Validated against STVADVR parameter is N Address Hierarchy Yes unless Used only when the Send to Advisor parameter is N the Sendto Then the student s name and address will be set in Advisor the Issued information of the Hardcopy Output parameter is request so that the hardcopy output can be mailed to Y the student Multiple Must be entered in standard address hierarchy format Validated against STVATYP Address Selection Date Yes Date on which the selected address type must be effective Single Sort Order Yes Order in which the records are to be sorted Single N Issued to Name Z Zip Issued to Name P Program Issued to Name 5 37 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 SessionID No SessionID to be used in case the batch compliance process does not successfully complete processing for all records The session ID entered for this parameter is printed in the Batch Compliance Report and the smrbcmp_ lt oneup gt 1og file for the initial run If this process is not successfully completed enter the session ID to cause the process to begin where it stopped so that requests that were successfully processed are not processed again Note When running the batch compliance process through Job Submission a number
271. urce parameter is D Used to indicate the degree status of degree records which will be used as curriculum course records Multiple Validated against STVDEGS Hardcopy for Population Yes When P population selection is entered for the Run Mode parameter this parameter controls whether hardcopy output requests will be created for created compliance requests Single N Hardcopy output requests will not Y be produced Hardcopy output requests will be created for the compliance print type specified in the Compliance Print Type parameter 5 35 Banner Student 8 4 CAPP Handbook Compliance Requests April 2010 Parameters cont Name Printer ID No Required Description When C outstanding compliance requests or H outstanding hardcopy requests is entered for the Run Mode parameter only hardcopy output requests where the destination printer entered for the hardcopy requests matches the parameter specified value will be produced Single If no value is entered for this parameter outstanding hardcopy requests will be selected without regard to the printer contained in the request record Validated against GTVPRNT Values Compliance Print Type No When P population selection is entered for the Run Mode parameter this parameter is used to specify the compliance print type to be produced if hardcopy output is requested for the population When H outstanding hardcopy requests is entered for the Run Mo
272. urriculum rules are used to define the academic programs in use at your institution Each base curriculum rule defines a valid combination of e Program optional e Campus optional e Student level required e College required e Degree required Each base curriculum rule must be unique You can attach a concentration to a base curriculum rule or to a major Figure 8 shows the basic structure of a curriculum rule April 2010 Banner Student 8 4 3 1 CAPP Handbook Setting Up Curriculum Rules Base Qrriodum Rue Progam Campus Level College Degree YX XXX XX KK XXX Major Depertmert Attachment s Ma ong Department s XE KX Corcertrati on Attachmert s Concentration os ox HK Minor Sttachrent s Minors KEK Modde Cortrols Term Fange WAX Figure 8 Curriculum rule basic structure When curriculum checking is in effect data entered in curriculum related records must match the criteria specified in the base curriculum rule For example let s say that you have defined a curriculum rule as show in Figure 9 Base Curriculum Rule Program Campus Level College Degree UG AS BA Major Depertment Attachment s Maon Deparment ANTH ENGL ato Figure 9 Example curriculum rule In this example there is one base rule specifying that the Bachelor of Arts BA degree is valid within the College of Arts amp Sciences AS at the undergraduate UG student level and that majors such
273. urses Minimum Area GPA 2 50 Default Priority 10 6 When finished with the General Requirements block save your changes Note You do not need to complete the following windows for our sample area m e Area Text e Include Exclude Course Level e Restricted Subjects Attributes e Area Restricted Grades 7 Attach the following courses to our sample area using the Area Course Attribute Attachment window PSY 101 null PSY 211 null PSY 225 null PSY 330 null PSY 341 null PSY 360 null A10 100 PSY 323 null A10 200 PSY 325 null A10 300 PSY 327 null A20 100 FOURADDL When finished with the Area Course Attribute Attachment window save your changes 8 Place the cursor on the last record the one with the rule then select the search icon in the Rule field label April 2010 Banner Student 8 4 1 17 CAPP Handbook Getting Started The Area Course Attribute Attachment Rules window is displayed 9 For our sample area enter the following values in the specified fields Description 4 Additional PSY Courses Required Number of 3 Conditions 10 When finished entering these values save your changes then go to the next block and enter the following values in the specified fields A10 100 PSY 419 null null A10 200 PSY 421 null null A10 300 PSY 475 null null A10 400 PSY 451 null null A10 500 PSY 499 null null B10 100 PSY 300 499 2 C10 100 PSY 100 4
274. used it to be selected instead of the default priority assigned to the area e For areas that are selected dynamically their course and attribute reuse indicators will be set based on how the reuse indicators associated with the source of the area s priority are set For example if an area s priority is determined by the Dynamically Selected Override window the reuse indicators from that window are used The compliance process determines which dynamic areas to use based on the qualifiers defined Area Library Form SMAALIB While dynamic areas can be attached to both captive and non captive programs the purpose of attaching a dynamic area to a non captive program is to control the priority reuse indicators and year rule for the area within the program Example Let s say your BA in English and BS in Accounting programs are non captive You have defined the following with appropriate qualifiers e Accounting Major e English Major e Core Requirements e Arts amp Sciences Electives None of the areas are attached to either program This scenario is shown in Figure 5 April 2010 Banner Student 8 4 1 7 CAPP Handbook Getting Started PROG RAM PROG ROM BS BA College of Business College of Arts amp Sciences Accounting Accounting Major Quali iers Qudifiers Quali iers All Undergraduate All Underyaduae All Undergraduate Accounting Majors Emglish Ma ors Arts amp Sciernes Bectives Qudifiers Undergraduate Studentsin
275. vely track a student s progress toward a goal Depending upon your institution that goal could be a e Degree e Certificate e Diploma e Another set of requirements In the higher education world this kind of student tracking is often referred to as degree audit In CAPP the processes of checking a student s progress against the requirements to meet a goal is specifically called compliance Compliance processing takes the student s academic information and measures it against the requirements for the student s goal CAPP allows faculty advisors more time for advising rather than spending hours plotting out a student s progress toward completion of a goal What will it take for me to graduate Am I on schedule What if I were to change my major These are questions that are commonly asked by students questions that CAPP can handle for you CAPP is designed with the student population in mind Students can obtain quick and accurate information that shows just where they are on their path to completing their goal This chapter covers the following topics e Structure of CAPP on page 1 2 e Validation Forms Reference on page 1 9 e Setting Up a Sample Area and Program on page 1 15 e Where to Go Next on page 1 23 April 2010 Banner Student 8 4 1 1 CAPP Handbook Getting Started Structure of CAPP CAPP is composed of programs that are built in a hierarchical structure as shown in
276. vers e Substitutions April 2010 Banner Student 8 4 6 45 CAPP Handbook Adjustments Targets Targets allow you to specify that a completed course should be used to satisfy a different requirement from the one compliance would otherwise use it toward Target adjustments are useful when a course can satisfy several requirements and you want to have the course always used toward a specific requirement Example 1 The arts component of the core curriculum can be satisfied by a dance course A student has taken Dance 1500 and Dance 4200 Compliance uses Dance 4200 to satisfy the requirement However the student is also required to complete 20 upper level courses courses numbered above 3000 and Dance 4200 could also be used against this requirement but your institution does not allow course or attribute reuse If you target Dance 1500 to the arts requirement compliance will use it instead of Dance 4200 and Dance 4200 will then be available to use against the upper division requirement Example 2 Your institution does not allow reuse and a student has completed the following courses English Major General Elective Requirements Requirements Courses Taken ENGL 1005 any 5 courses ENGL1501 ENGL 1006 ART 1005 ENGL 1501 MUSIC 1210 THEA 1100 WRIT 1010 ENGL 1501 can satisfy an English requirement but it can also satisfy a general elective requirement Compliance will use ENGL 1501 toward the general elect
277. w save your changes 14 When the program is completely defined select the Active radio button in the General Requirements block of the main window 15 Save your changes Attach Areas to Programs Once areas have been defined they can be attached to programs Indeed for captive programs all areas that are to be examined when performing compliance for a program must be attached Note Only areas for which the Compliance checkbox on the Area Library Form SMAALIB is selected can be attached to a program m There are three ways that an area can be used by compliance e Ina captive program all areas must be attached and the requirements of every attached area must be fulfilled for the program s requirements to be satisfied e Inanon captive program you can attach areas if you want a greater degree of control over priorities and reuse than provided by the default values on the area s In a non captive program attached areas where the qualifiers do not match a person s characteristics are discarded and the requirements of a discarded area do not need to be fulfilled e Inanon captive program any areas that are designated as dynamic in the area library can be selected for processing if their qualifiers match the person s characteristics To attach an area to a program 1 Access the Program Requirements Form SMAPROG See the Online Help for detailed information about completing this form 2 Inthe Program field enter th
278. ward the minimum credits required by the group area or program Figure 7 shows how the None Out In and Both reuse indicators work April 2010 Banner Student 8 4 2 3 CAPP Handbook Common Concepts area area Il Ares Ill Area I v Bt In Nom Out Cour 1 Cour 2 Cork Cour 4 Court 5 Decreasing pionit j Usdand paid on gt Und and topped _ Eram ined but not used Waban Ps Figure 7 Reuse indicators Area I has a reuse indicator of Both Courses 1 and 2 fulfill the requirements in Area I These courses are used in Area I and then flagged as used Because Area I has a Both reuse indicator used courses are passed along to be used in other areas Area ll has a reuse indicator of In Accepts all courses regardless of prior use Courses 1 and 3 fulfill the requirements in Area II These courses are used in Area II and since Area II has an Jn reuse indicator these courses are trapped in Area II Area Ill has a reuse indicator of None Uses courses not yet used Course 5 fulfills the requirements of Area III Course 5 is used by Area III and then is trapped in Area III Course 5 cannot be reused by any lower priority area Area IV has a reuse indicator of Out Accepts courses not yet used It passes all of its courses out for use by lower priority areas Courses 2 and 4 fulfill the requirements of Area IV Area I already used Course 2 so i
279. y all base curriculum rules continue as follows 2 1 2 2 2 3 2 4 Leave the Term field blank Go to the next block Perform an Execute Query function The system displays all base curriculum rules 3 If you want to display base curriculum rules for a specific term continue as follows 3 1 3 2 3 3 3 4 3 5 Enter the term code in the Term field Go to the next block If you want to display all base curriculum rules for the term perform an Execute Query function If you want to display only the base curriculum rules meeting certain criteria enter the appropriate values in the field s then perform an Execute Query function The system displays the base curriculum rules meeting that meet your search criteria Change Curriculum Rules for Discontinued or Modified Programs When a program is discontinued or modified you must create a new record module control major attachments and so on for the new term range and modify the settings for the old term range For example let s say that for the past ten years your English majors have been required to select a concentration but effective term 200410 this requirement will no longer apply Figure 12 illustrates how this affects the module control record The same principles apply to the other windows of the Curriculum Rules Form SOACURR 3 12 Banner Student 8 4 April 2010 CAPP Handbook Setting Up Curriculum Rules Base Curricuum Rule Ca
280. y or all of the following actions in the Text field as desired e Enter new text e Modify existing text e Delete existing text 4 Inthe Print field for each line of text if desired enter the compliance print type associated with the line of text 5 Save your changes Adjust Program Non Course Requirements 1 Access the Program Non Course Requirements window of the Student Program Adjustments Form SMASPRG If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired 2 Ifyou want to copy the non course requirements from a program perform the following steps 2 1 Select Default Non Course Attributes from the Options Menu 2 2 Complete the Default Program Non Course Requirements window 2 3 Select the Process Default button 3 Enter or modify the values in the fields for which you are adjusting program requirements 4 Save your changes Adjust Program Course Levels to Include or Exclude 1 Access the Program Additional Course Levels Adjustments window of the Student Program Adjustments Form SMASPRG If you copied values from another program the defaulted values are displayed in the appropriate fields but you can change them if desired April 2010 Banner Student 8 4 6 9 CAPP Handbook Adjustments 2 4 If you want to copy the additional level details from a program perform the following steps 2 1 Select Default
281. you are adjusting program requirements 4 Save your changes Track Program Adjustments Tracking audit trail records are automatically created when adjustments are made You cannot add or delete tracking audit trail records in the Student Program Adjustments Form SMASPRG You can however add change or delete the tracking text April 2010 Banner Student 8 4 6 13 CAPP Handbook Adjustments You can access the Program Adjustment Tracking window in the following ways e Select the All Tracking button from the main window e From any other window select Text Track from the Options Menu When the Program Adjustment Tracking window is displayed only adjustments for the window from which you accessed the tracking window will be displayed If you also want to review all other program adjustment tracking items select All Tracking from the Options Menu the system will display all program adjustment tracking records associated with the student term and area specified in the key block of SMASPRG Tracking audit trail records are automatically created when adjustments are made You cannot add or delete tracking audit trail records in this window although you can add change or delete text associated with the record in the Tracking Text field Make Program Adjustments over Time To change student adjustments over time select the Maintenance button The Maintenance button includes options to copy adjustments to a new effective term or e

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