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Getting Started with Student Records
Student Records Overview
Student Records Business Processes
Student Records Integrations
Student Records Implementation
Additional Information for Getting Started with Student Records
Defining Student Records Installation Settings
Reviewing or Defining Student Records Installation Settings
Preparing for the Course Catalog and Schedule of Classes
Setting Up Catalog and Schedule Options
Defining Buildings, Rooms, and Classroom Facilities
Designating Approved Instructors and Advisors
Defining Requirement Designations
Setting Up Unit Conversions
Defining Standard Meeting Patterns
Defining Modes of Instruction
Setting Up Class Search Profiles
Setting Up Repeat Checking
Understanding Repeat Checking Functionality
Defining Repeat Schemes and Repeat Codes
Defining Repeat Rules
Setting Up Repeat Checking for Academic Institutions
Setting Up Repeat Checking for Academic Careers
Setting Up Repeat Checking for Academic Programs
Setting Up the Course Catalog
Understanding the Course Catalog
Prerequisites for Setting Up the Course Catalog
Creating Course Offerings
Creating Course Equivalency Groups
Viewing Course Catalog Summary Information
Printing the Course Catalog
Searching for Courses
Setting Up Enrollment Requisites
Understanding Enrollment Requisite Setup and Maintenance
Defining Requisite Program Statuses
Defining Tests for Use in Requisites
Defining Student Groups for Use in Requisites
Defining Requisite Conditions (Optional)
Defining Entity Groups for Use in Requisites (Optional)
Defining Enrollment Requirement Groups
Defining Enrollment Requirements
Defining Enrollment Course Lists
Viewing Enrollment Requisite Summary Information
Generating a Reverse Engineering Report
Generating the Enrollment Requirement Group Report
Generating the Requirement Report
Generating the Entity Group Table and Condition Table Reports
Setting Up Program Enrollment
Understanding Program Enrollment
Setting Up Academic Item Types
Identifying Child Item Types and Syncing Entities
Setting Up Rules for Program Enrollment
Setting Up Program Formats
Setting Up AIR Administrator Security
Setting Up Enrollment Cohorts
Setting Up Enrollment Categories for Program Requirements
Setting Up Result Types
Setting Up Academic Item Registry Entries, Item Details, and Item Security
Creating Academic Items for Courses
Building Programs by Format
Generating and Viewing Program Templates
Setting Up Course Groups
Setting Up for the Academic Progress Tracker
Setting Up APT Action Security
Setting Up APT Reason Codes
Using the Common Attribute Framework to Extend Class Associations for Program Enrollment
Setting Up Instructor Workload
Understanding Instructor Workload
Prerequisite for Setting Up Instructor Workload
Implementing Instructor Workload Setup Tables
Setting Up Transfer Credit Processing
Understanding the Transfer Credit Business Process
Defining External Organizations
Setting Up External Subjects
Setting Up External School Subjects
Entering External Courses
Setting Up External Terms
Setting Up Test and Component Information
Setting Transcript and Statistics Defaults
Making Overall Statistics Adjustments
Defining Study Agreements
Creating Course Transfer Equivalency Rules
Reviewing Examples of Course Equivalencies
Converting Existing Transfer Components into Component Subject Areas
Copying Transfer Components Between Component Subject Areas
Defining Course Equivalencies for Academic Programs and Plans
Creating Test Transfer Equivalency Rules
Defining Test Equivalencies for Academic Programs and Plans
Setting Up Attendance Tracking
Prerequisites for Setting Up Attendance Tracking
Setting Up Attendance Tracking Data
Preparing to Track Student Data
Common Elements Used in Preparing to Track Student Data
Setting Up Academic Standing
Setting Up Honors and Awards
Setting Up Special Grade Point Averages
Reviewing Committees and Committee Members
Setting Up Milestones
Setting Up Extracurricular Activities
Managing Student Groups
Setting Up Student Attributes
Setting Up Grading
Understanding Grade Preparation
Setting Up Your System for Grading
Setting Up Degrees and Honors
Setting Up Degrees and Degree Honors
Setting Up Transcripts
Understanding Transcript Levels
Defining Transcript Type Security
Creating Transcript Notes
Creating Transcript Text
Reviewing Transcript Print Areas
Defining Transcript Types
Setting Up Delivery Methods
Setting Up Electronic Transcript Processing
Setting Up Activity Management
Prerequisites for Setting Up Activity Management
Setting Up an Activity Management Framework
Setting Up an Activity Definition
Setting Up the Activity Registry
Setting Up Anonymous Grading
Setting Up Activity Management Throughout Campus Solutions
Setting Up Research Tracking
Setting Up Research Tracking
Setting Up Research Topics
Setting Up Research Administrators
Setting Up Research Service Requests
Setting Up Candidate Center
Setting Up Rules for Online Edits
Setting Up Online Notifications
Setting Up Integration Broker For Research Administrator Profile Affiliations
Setting Up Student Academic Projects
Understanding Student Academic Projects
Setting Up Academic Project Types
Setting Up Process Status Codes
Using Common Attribute Framework for Student Academic Projects
Setting Up Demographic Data Usage
Defining Student Academic Project Topic Categories
Setting Up Academic Project Topics
Setting Up Project Supervisors
Defining Additional Business Assignments
Defining Online Edits Using the Rules Engine
Setting Up Online Notifications for Student Projects
Setting Up Evaluation Management for Student Projects
Preparing to Consolidate and Report Academic Statistics
Prerequisites for Preparing to Consolidate and Report Academic Statistics
Setting Up Academic Institutions for Reporting
Setting Up Academic Careers and Academic Programs for Reporting
Setting Up Academic Level and Load Rules for Reporting
Setting Up Student Attributes for Reporting
Setting Up Extracurricular Activities for Reporting
Setting Up Branch Codes for NSC Reporting
Setting Up Statistic Period Types
Setting Up Academic Statistics Periods
Setting Up For NSC Program Level Reporting
(AUS) Setting Up Government Reporting
Understanding Australian Government TCSI Reporting
Connecting to the TCSI System
Setting Up TCSI Reporting Codes
Setting Up for Collecting Applications and Offers Data
Setting Up HECS Liability in Student Records
(CAN) Setting Up Government Reporting
Understanding the Canadian Government Reporting Process
Defining Canadian Reporting Business Units
Reviewing Delivered Report Types and Element Numbers
Defining Element Classifications
Defining Report Periods
Reviewing Delivered Government Element Codes
Reviewing Delivered County and Country Codes
Reviewing Delivered Language, School, and CIS Language Codes
Defining Provincial Codes
Defining General Mapping Tables
Defining School Reporting Classifications
Defining Address and Phone Usage Values for Canadian Government Reporting
Mapping Program Values for PSIS, USISE, MET, and OUAC
Mapping Plan Values for PSIS, USISE, MET, and OUAC
Defining CIS Program, Plan, and Subplan Tables
Defining PSIS Course Data
Mapping Canadian School Codes to External Organizations
Defining PSIS Student Data
Loading the Student ID Table
(NZL) Setting Up Government Reporting
Understanding New Zealand Government Reporting
Preparing for SDR Reporting
Preparing for NZQA Reporting
Preparing for NZVCC Reporting
(NLD) Managing the BRON-HO Interface
Understanding BRON-HO
(NLD) Setting Up Test Administration
Understanding Test Administration Setup
Activating Test Administration
Defining Tests and Calculated Results in the Catalog
Creating Test Trees in Tree Manager
Linking Test Trees to Programs
Setting up Default VAVO Combination Grade Courses
Creating Test Lists
Defining Evaluation Rules
(NLD) Managing Student Higher Education Information
Tracking Student Higher Education Information
(NLD) Managing Test Administration
Common Elements Used to Manage Test Administration
Creating Test Sessions
Maintaining Test Sessions
Maintaining Test Sessions by Session
Maintaining Test Sessions by Student
Linking Test Trees to Students
Maintaining VAVO Course Options
Calculating Grades and Evaluating Students
Viewing and Adjusting Evaluation Results
Reporting Evaluation Data
Loading and Viewing Grade Data in Test Trees
Performing Repeat Checking
Understanding the Three Repeat Checking Methods
Running the Repeat Rule Checking Process in Batch
Managing the Schedule of Classes
Understanding the Schedule of Classes
Scheduling New Classes
Modifying Scheduled Classes
Modifying Scheduled Class Meetings
Viewing and Updating Class Sections
Rolling Data from the Course Catalog to the Schedule of Classes
Defining Class Associations
Defining Class Permissions
Creating Combined Sections
Scheduling Examinations
Modifying Course Events
Viewing Instructor Schedules
Viewing Instructor Schedules Through Self-Service Pages
Viewing Class Facility Usage
Searching for an Available Facility
Searching for Classes
Printing the Schedule of Classes Report
Copying Classes from One Term to Another
Clearing the Resource Queue Table
Tracking Instructor Workload
Viewing and Updating Term Workload Data
Using the Workload Copy/Update Process
Walking Through Instructor Workload
Managing Student Programs, Plans, and Subplans
Understanding Academic Program and Plan Activation
Understanding Program Actions and Statuses
Understanding Program Actions Where Future Enrollments Exist
Understanding Program Actions Where Future Active Terms with No Enrollment Exist
Maintaining Student Program Stacks
Managing Activities
Understanding Activity Management
Understanding Results in Activity Management
Understanding the Delivered Rules in Activity Management
Understanding Resit Eligibility and Calculation
Prerequisites for Managing Activities
Adding Courses to an Existing Activity Registry
Generating Activity IDs for a Course
Generating Activity IDs for Multiple Courses
Generating Anonymous IDs
Managing Course Root Activities
Managing Section Activities
Managing Student Activities
Managing Course Rosters
Performing Batch Term Activation
Understanding Term Activation
Running Batch Term Activation
Performing Quick Activation
Processing a Quick Activation
Creating Student Blocks
Understanding Student Blocks
Updating Mass Change Operator Security
Creating a Student Block Mass Change Definition
Maintaining Student Career Term Records
Prerequisites for Maintaining Student Career Term Records
Using the Term Activation Component
Querying for Academic Level Differentials
Managing Enrollment and Validation Appointments
Understanding Enrollment and Validation Appointments
Setting Up Enrollment and Validation Appointments
Creating Student Appointment Blocks
Creating Enrollment and Validation Appointments
Assigning Enrollment and Validation Appointments in Batch
Assigning and Maintaining Appointments for Individual Students
Creating Appointment Communications in Batch
Viewing Appointments Through Self Service
Processing Class Enrollment Transactions
Understanding Class Enrollment Processing
Processing Enrollment Transactions Through the Quick Enrollment Component
Processing Enrollment Transactions Through the Enrollment Component
Processing Enrollment Transactions Through the Block Enrollment Feature
Processing Enrollment Transactions Through the Enrollment Request Component
Processing Enrollment Transactions Through Self Service
Posting Mass Enrollment Requests
Working with Enrollment Request Messages
Acting on Enrollment Request Messages
Using Enrollment-Related Processes
Creating Historical Enrollment Records
Managing Wait Lists
Processing Withdrawals and Cancellations
Purging Drop Enrollment Records
Purging Shopping Cart Records
Managing Post Enrollment Requirement Checking
Understanding Post Enrollment Requirement Checking Setup
Managing the Enrollment Requirement Roster
Running Batch Post Enrollment Requirement Checking
Printing Batch Enrollment Requirement Rosters
Processing Batch Drop Requests for Post Enrollment Requirements
Defining Enrollment Requirement Note Types
Purging Post Enrollment Requirement Data
Using Enrollment Web Services
Understanding Enrollment Web Services
Managing Program Planning and Enrollment
Understanding the Academic Progress Tracker
Linking an APT Instance to the Student Program
Creating and Managing APT Instances Using the APT Request Process
Creating and Managing APT Instances Using the Academic Progress Tracker Component
Using Item Attributes to Extend APT Instance Header Data Elements
Managing APT Enrollment
Deleting Planning Nodes
Managing the APT Administrative Roster
APT API Detail
Managing APT Program Transfer
Synchronizing the Academic Progress Tracker
Managing Research Tracking
Managing Research Candidates
Managing a Candidate’s Thesis
Managing Service Requests
Managing Candidate Eligibility Edit Messages
Using Administrative Functions for Research Tracking
Using Online Notifications
Managing Student Academic Projects
Creating and Managing a Student Academic Project
Creating Student Academic Projects in Batch
Creating Assignments for Multiple Student Academic Projects
Viewing Class Enrollment Data
Viewing Enrollment Request History
Viewing Student Statistics
Viewing Student Class and Exam Schedules Using Self-Service Pages
Viewing Class Rosters
Viewing Class Rosters Using Self-Service Pages
Printing Class Rosters
Producing Student Study Lists
Managing Enrollment Verifications
Producing Enrollment Verification Reports
Requesting Enrollment Verifications Through Self Service
Processing Transfer Credit
Understanding Transfer Credit Processing
Recording External Course and Test Information
Creating Student-Specific Agreements
Processing Course Transfer Credit
Processing Test Transfer Credit
Processing Other Transfer Credit
Processing Transfer Credit in Batch
Viewing and Printing Transfer Credit Information
Viewing Transfer Credit Reports Through Self Service
Evaluating Transfer Credit Through Self Service
Tracking Attendance
Understanding Attendance Tracking
Generating Individual Class Attendance Rosters
Generating Batch Attendance Rosters
Printing Attendance Rosters
Using Attendance Rosters
Tracking Student Data
Common Element Used in Tracking Student Data
Tracking Academic Standing
Tracking Honors and Awards
Tracking Special Grade Point Averages
Tracking Milestones
Tracking Extracurricular Activities
Tracking Student Groups
Tracking Student Attributes
Using Student Records Service Impacts
Assigning Academic Advisors to Students
Viewing Advisors Through Self Service
Viewing Advisee Information Through Self Service
Viewing Student Careers
Viewing Comments, Checklists, and Communications
Viewing Student Photos
Managing Interoperability for Learning Management Systems (LMS)
Understanding the LMS Interoperability Batch Extract
Understanding Integration with LMS Self-Service User Authentication
Understanding LMS Setup
Setting Up LMS Values and Default Options
Running the LMS Batch Extract Process
Using Self-Service Pages and LMS Authentication
Grading Students
Understanding Grading
Printing Grade Rosters
Entering Grades Online
Entering Grades Through Self Service
Entering Grades Through the Self-Service Gradebook
Posting the Grade Roster
Generating Midterm Deficiency Reports and Communications
Running the Grade Lapse Process
Viewing Student Grades and Statistics
Auditing Grade Changes
Graduating Students
Tracking Graduation Progress
Posting Degrees
Automating Graduation Processing and Reporting
Auditing Degree Changes
Applying for Graduation Through Self Service
Managing Fluid Applications for Graduation
Producing Transcripts
Understanding Transcript-Related Processes
Processing Transcripts for Individuals or Small Groups of Students
Processing Batch Transcripts (Application Engine)
Using the XML Transcript Template
Creating Batch Transcript Requests (COBOL)
Using the Grade Review Transcript Release Process
Producing Electronic Transcripts
Producing Electronic Transcripts in Batch
Reviewing TS130 Outbound Transactions
Processing TS131 Inbound Files
Reviewing Student Transcript Request History
Purging Transcripts
Using Self-Service Transcripts
Consolidating and Reporting Academic Statistics
Understanding Consolidating and Reporting Academic Statistics
Understanding Consolidated Statistics Processes
Understanding Consolidate Academic Statistics Process Calculations
Performing Academic Statistics Consolidation
Viewing Consolidated Academic Statistics for Individual Students
Viewing Consolidated Academic Statistics for Groups of Students
Producing NSC Extracts
Setting Up and Managing Veterans Benefit Reporting
Setting Up Veterans Benefit Reporting
Managing a Student's Veterans Benefit Information
Creating and Updating Terms
Certifying Student Enrollment
Calculating Net Tuition and Fees
Viewing Veterans Payment History
Rolling Over a Student's Benefit Summary Information
Viewing Student Records Process Messages
Viewing System Messages for Student Records COBOL Processes
(AUS) Managing Enrollment Feedback
Understanding Enrollment Feedback
Processing Enrollment Feedback for QTAC
Processing Enrollment Feedback for SATAC
Processing Enrollment Feedback for UAC
Processing Enrollment Feedback for VTAC
(AUS) Managing the Automated Results Transfer System
Understanding ARTS
Understanding ARTS File Naming Conventions
Preparing for ARTS Processing
Performing ARTS Processing
(AUS) Generating Government Reports
Understanding TCSI Reporting
TCSI Reporting
Reviewing Transaction Data From TCSI
(CAN) Generating Canadian Government Reports
Understanding Canadian Government Report Generation
Prerequisites for Generating Canadian Government Reports
(Optional) Generating a Report of Selected Students
(Optional) Freezing a Student List
Running the PSIS Extract Process
Running the USISE Extract Process
Running the CIS Extract Process
Running the MET Extract Process
Running the OUAC Extract Process
Verifying Report Results and Viewing the Audit Reports
Reviewing Report Data
(Optional) Correcting Report Data
Archiving Extract Table Data
(GBR) Managing HESA Returns
Understanding HESA Returns
Importing and Mapping HESA Codes
Setting Up a HESA Return
Setting Up and Entering Data for HESA Reporting
Preparing for Generating Graduate Outcomes Return
Generating a HESA Return and Creating a Return File
Understanding Compare Processing for Data Futures
Understanding Extract Sync for Data Futures
(GBR) HESA Field Derivation
Understanding HESA Derivation Steps
Student Record Return: Institution Entity
Student Record Return: Course Entity
Student Record Return: Delivery and Organisation Location
Student Record Return: Course Subject Entity
Student Record Return: Module Entity
Student Record Return: Module Subject Entity
Student Record Return: Student Entity
Student Record Return: Instance Entity
Student Record Return: Entry Profile Entity
Student Record Return: Qualifications On Entry Entity
Student Record Return: Qualifications Awarded Entity
Student Record Return: Student On Module Entity
Student Record Return: REF Data Entity
Student Record Return: Learner Employment Status Entity
Student Record Return: Employment Status Monitoring Entity
Student Record Return: Learner FAM Entity
Student Record Return: Learning Delivery FAM Entity
Student Record Return: Learning Delivery Work Placement Entity
Student Record Return: Financial Support Entity
Student Record Return: ITT Placement
Student Record Return: Mobility Entity
Aggregate Offshore Return: Institution Entity
Aggregate Offshore Return: Provision Entity
ITT Return: Institution Entity
ITT Return: Student Entity
ITT Return: Placement
ITT Return: Course Subject Entity
ITT Return: Previous Qualification
Data Futures Return: Course Entity
Data Futures Return: Course Initiative Entity
Data Futures Return: Curriculum Accreditation Entity
Data Futures Return: Course Reference Entity
Data Futures Return: Course Role Entity
Data Futures Return: Module Entity
Data Futures Return: Module Subject Entity
Data Futures Return: Module Delivery Role Entity
Data Futures Return: Module Cost Centre Entity
Data Futures Return: Module Instance Entity
Data Futures Return: Leaver Entity
Data Futures Return: Reference Period Student Load
Data Futures Return: Funding and Monitoring Entity
Data Futures Return: Session Status Entity
Data Futures Return: Study Location Entity
Data Futures Return: Supervisor Allocation Entity
Data Futures Return: Entry Qualification Award Entity
Data Futures Return: Entry Qualification Subject Entity
Data Futures Return: Disability Entity
Data Futures Return: Qualification Entity
Data Futures Return: Qualification Subject Entity
Data Futures Return: Session Year Entity
Data Futures Return: Engagement Entity
Data Futures Return: Student Initiatives Entity
Data Futures Return: Entry Profile Entity
Data Futures Return: Qualification Awarded Entity
Data Futures Return: Qualification Award Accreditation Entity
Data Futures Return: Student Course Session Entity
Data Futures Return: Awarding Body Role Entity
Data Futures Return: Funding Body Entity
Data Futures Return: Student Entity
Data Futures Return: Venue Entity
Data Futures Return: Off Venue Activity Entity
Data Futures Return: Collaborative Provision Entity
Data Futures Return: Student Accreditation Aim Entity
Data Futures Return: Student Financial Support Entity
Data Futures Return: Language Proficiency Entity
Graduate Outcomes Return: Provider Entity
Graduate Outcomes Return: Graduate Entity
Graduate Outcomes Return: Postal Address Entity
DLHE Return: Institution Entity
DLHE Return: Student Entity
DLHE Return: Employment Entity
DLHE Return: Teaching Entity
DLHE Return: Study Entity
Unistats/KIS Return: Institution Entity
Unistats/KIS Return: Location Entity
Unistats/KIS Return: KISCourse Entity
Unistats/KIS Return: Accreditation Entity
Unistats/KIS Return: CourseLocation Entity
Unistats/KIS Return: HESACourse Entity
Unistats/KIS Return: ILRAims Entity
(NZL) Generating Government Reports
Understanding New Zealand Government Reports
Processing SDR Extracts
Running NZQA Reports
Generating the Graduation Destination Survey Data File
Student Records Reports
Student Records Reports: A-Z