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Generating Batch Academic Advisement Report Requests

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Generate Report Requests

SAA_RUNCTL_RPTRQST

select Academic Advisement, then select Advisement Processes, then select Generate Report Requests

Define the report request.

Generate Advisement Reports

SAA_RC_RPTGEN

select Academic Advisement, then select Advisement Process, then select Generate Advisement Reports

Define the run control parameters for the report.

Print Batch Reports

SAA_RC_RPTPRINT

select Academic Advisement, then select Advisement Processes, then select Print Batch Reports

Define the printing parameters for the report.

Access the Generate Report Requests page (select Academic Advisement, then select Advisement Processes, then select Generate Report Requests).

Image: Generate Report Requests page

This example illustrates the fields and controls on the Generate Report Requests page. You can find definitions for the fields and controls later on this page.

Generate Report Requests page

Advisement Report Request Data

Field or Control

Definition
Report Date

Specify the date of the report. All requests created will have this date as the report date.

As of Date

This value defaults from the Installation Academic Advisement page and should not be changed unless your institution requires a fixed date for purposes of reporting information about the student.

Freeze Record

Select to prevent this request from being purged during a subsequent academic advisement purge process.

Population Selection

This group box appears when the Population Selection process is selected.

Population selection is a method of selecting the IDs to process a specific transaction. The Population Selection group box appears on the run control pages when the Population Selection process is available or required for the transaction. Selection tools are available based on the selection tools that your institution selected in the set up of the Population Selection process for the application process and on your user security. Fields in the group box appear based on the selection tool that you select. The fields behave the same way from within the group box on all run control pages and application processes.

If your institution uses a specific selection tool (PS Query, Equation Engine equation, or extended file) to identify IDs for a specific transaction, you must use it.

Several queries have been created as "default" queries to enable your institution to select students in the same manner as delivered in 9.0. They are:

  • SAA_RPT_ACADLEVEL (AA Report Query by Acad Level).

  • SAA_RPT_ADVISOR (AA Report Query by Advisor).

  • SAA_RPT_CAREER (AA Report Query by Career).

  • SAA_RPT_PROGPLAN (AA Report Query by Plan).

  • SAA_RPT_PROGRAM (AA Report Query by Program).

  • SAA_RPT_STUDENT_GROUPS (AA Report Query by Student Group).

  • SAA_RPT_ADM_CARPROG (AA Report Query by Admission Program).

  • SAA_RPT_ADM_PROGPLAN (AA Report Query by Admission Plan).

  • SAA_RPT_ADM_SUBPLAN (AA Report Query by Admission Subplan).

  • SAA_RPT_PROSPECT_CAR (AA Report Query by Prospect).

See Using the Population Selection Process.

Student Select List

Field or Control

Definition
Use Student Select

Select if you want specific IDs for inclusion in the process.

When the Use Student Select check box is selected, the Clear List button is enabled.
Clear List

Click to remove all values the Student Select List group box.

Use Career Simulation

If you select a what-if advisement report type, the Use Career Simulation check box appears on the page. If you then select the check box, additional fields become available for your use. Use those fields to define the parameters of your what-if scenario for the desired population. You can generate what-if reports for students or even prematriculated students (as long as the prematriculated students have an EMPLID).

This example shows the what-if scenario parameters for a population.

Image: Example of Generate Report Requests page with the what-if group boxes (1 of 2)

This example illustrates the fields and controls on the Generate Report Requests page with a what-if scenario (1 of 2). You can find definitions for the fields and controls later on this page.

Example of Generate Report Requests page with the what-if group boxes (1 of 2)

Image: Example of Generate Report Requests page with the what-if group boxes (2 of 2)

This example illustrates the fields and controls on the Generate Report Requests page with a what-if scenario (2 of 2). You can find definitions for the fields and controls later on this page.

Example of Generate Report Requests page with the what-if group boxes (2 of 2)

The following lists the field descriptions for the Program What-If Data group box.

Field or Control

Definition
Academic Institution

This display-only field shows the institution selected in the Advisement Report Request Data group box.

Academic Career

Enter the value for the what-if career.
Career Requirement Term

Enter a what-if career requirement term value for the career override. The system uses this value to select the correct effective-dated career-level requirement groups.

Requirement Term

Enter the what-if academic program requirement term. The system uses this value to select the appropriate effective-dated program-level requirement groups.
Student Career Number

The default value on this page is 1. You can change the student career number for use in the scenario.
Academic Program

Enter the academic program value that you want to use in the what-if scenario.

You can use one or many programs in the what-if scenario.

The following lists the field descriptions for the Plan What-If Data group box.

Field or Control

Definition
Requirement Term

Enter the requirement term for the what-if plan. The system uses this value to select the appropriate effective-dated plan-level requirement groups.

Academic Plan

Enter an academic plan for use in the what-if scenario.

The system uses this value to select the correct effective-dated plan-level requirement groups.
Plan Sequence

Displays a sequence number. This sequential number is supplied by the system.

This number indicates the order or sequence of multiple plans, if any. The plan with the lowest sequence number is considered primary within the plan. You can override the number.

The following lists the field descriptions for the Sub-plan What-If Data group box.

Field or Control

Definition
Requirement Term

Enter the requirement term for the what-if subplan. The system uses these values to select the appropriate effective-dated subplan-level requirement groups.
Academic Sub-Plan

Enter an academic subplan for use in the what-if scenario. The system uses this value to select the appropriate effective-dated subplan-level requirement groups.
Plan Sequence

Displays a sequence number. This sequential number is supplied by the system. This number indicates the order (or sequence) of multiple subplans, if any. The subplan with the lowest sequence number is considered primary within the subplan. The user can override the number, if necessary.

Click the Clear What-If Values button to clear values you entered in the Program What-If Data, Plan What-If Data, and Sub-plan What-If Data group boxes.

Access the Generate Advisement Reports page (select Academic Advisement, then select Advisement Process, then select Generate Advisement Reports).

Image: Generate Advisement Reports page

This example illustrates the fields and controls on the Generate Advisement Reports page. You can find definitions for the fields and controls later on this page.

Generate Advisement Reports page

Additional Run Control Parameters

Field or Control

Definition
From and To

Enter a valid date range to filter report requests based on the report date on the individual requests. If no date range is entered, all report dates are considered.

Access the Print Batch Reports page (select Academic Advisement, then select Advisement Processes, then select Print Batch Reports).

Image: Print Batch Reports page

This example illustrates the fields and controls on the Print Batch Reports page. You can find definitions for the fields and controls later on this page.

Print Batch Reports page

Additional Run Control Parameters

Field or Control

Definition
From Request Date and To Request Date

Enter a valid date range to filter report requests based on the report date on the individual requests. If no date range is entered, all report dates are considered.