Setting Up Fluid Application for Graduation By Institution

Set up fluid application for graduation at the institution level.

Applications for graduation through fluid use the same configuration that supports the classic interface. This fluid setup supplements the configuration that supports the classic pages. For information about this configuration, see:

To update or create messages that appear to students, use the Maintain Text Catalog page (Set Up Common Objects > Common Definitions > Text Catalog and Notepad > Maintain Text Calog).

Page Name

Definition Name

Navigation

Usage

General Options

SSR_GROPT_IN_FL

Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > General Options

Set up fluid apply for graduation at the institution level.

Program Page

SSR_GROPTPGM_IN_FL

Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Program Page

Set up program labels for fluid apply for graduation.

Term Page

SSR_GROPTTRM_IN_FL

Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Term Page

Set up term selection for fluid apply for graduation.

Name Page

SSR_GROPTNAM_IN_FL

Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Name Page

Define how names appear for fluid apply for graduation.

Address Page

SSR_GROPTADR_IN_FL

Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Address Page

Configure addresses for fluid apply for graduation.

Email & Phone Page

SSR_GROPTCON_IN_FL

Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Email & Phone Page

Configure email address and phone for fluid apply for graduation.

Submission Page

SSR_GROPTSUB_IN_FL

Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Submission Page

Define instructions and confirmation options for submitting a fluid application for graduation.

Access the General Options page (Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > General Options).

This example illustrates the fields and controls on the General Options page. You can find definitions for the fields and controls later on this page.

General Options page

Field or Control

Description

Academic Institution

Shows the name of the institution that's used to create the configuration definition.

Description

Enter a description for this configuration.

Graduation Self-Service

This region displays options defined on the Academic Institution 8 page. Click Go to Academic Institution Table to update the settings in the institution table.

Use the Program Page to update the program labels and graduation status labels when students apply for graduation in fluid.

Access Program Page (Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Program Page).

This example illustrates the fields and controls on the Program Page. You can find definitions for the fields and controls later on this page.

Program Page 1 of 3

This example illustrates the fields and controls on the Program Page. You can find definitions for the fields and controls later on this page.

Program Page 2 of 3

This example illustrates the fields and controls on the Program Page. You can find definitions for the fields and controls later on this page.

Program Page 3 of 3

Field or Control

Description

Self Service Eligible to Apply

When you select this, only students with a Degree Checkout Status of Eligible to Apply can apply for graduation. Otherwise, Degree Checkout Status isn't required and the Eligible status is hidden on the My Academic Programs page.

Page Message

Select the message that appears to students when they click Apply for Graduation.

APPGRAD_PROG_MSG01 is delivered. You can update this message or create your own, and then use it on this page. This message appears in the fluid activity guide for apply for graduation.

Academic Program Label

This section controls the Degree column label that appears on the My Programs page.

Academic Plan Label

This section controls the Plan column label that appears on the My Programs page.

Academic Plan Type Label

This section controls the label that appears in the Plan column. If you select:

  • Use Type Description, then the description for the plan type assigned on the Academic Plan Table setup is used. For example, a Chemistry (BS) plan with a type of "Major" would appear as "Major: Chemistry (BS)".

  • Use Message Catalog, then the corresponding text assigned to the message is displayed.

  • Do Not Display, the entries are displayed without a label.

Sub-Plan

Select Use Sub-Plan if the institution uses a sub-plan and want to control the labels for the sub-plans.

In Academic Sub-Plan Type Label, if you select:

  • Use Type Description, the description for the sub-plan type assigned on the Academic Sub-Plan Table setup is used. For example, a Plant Chemistry sub-plan with a type of "Concentration" would appear as "Concentration: Plant Chemistry".

  • Use Message Catalog, then the corresponding text assigned to the message is displayed.

  • Do Not Display, the entries are displayed without a label.

Graduation Status Alternate Labels

In this region, you can define the statuses that appear to students depending on the actions and the institution's response to those actions.

Use the Term page to view terms that have an open graduation application window, and select the message that appears to students when they apply for graduation in fluid.

Access the Term Page (Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Term Page).

This example illustrates the fields and controls on the Term Page. You can find definitions for the fields and controls later on this page.

Term Page

Field or Control

Description

Available Graduation Terms as of

Select a date to view a list of terms in which students can apply for graduation.

Campus Solutions (CS) returns all terms where the term calendar range start date is less than or equal to the date you selected, and where the term calendar range end date is greater than or equal to the date you selected.

The message APPGRAD_TERM_MSG01 is delivered. You can update this message or create your own, then assign it on this page. This message appears in the fluid activity guide for apply for graduation.

The Name Page configuration extends existing Application for Graduation Name options that are defined on the Academic Institution 8 page. This provides students with more options when selecting or providing a name for graduation purposes.

Access the Name Page (Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Name Page).

This example illustrates the fields and controls on the Name Page. You can find definitions for the fields and controls later on this page.

Name Page

Field or Control

Description

Show Name

Name Display Type

Name Type

These fields reference the options that have been configured on the Academic Institution 8 page.

If Show Name is selected on the Academic Institution 8 page, then it appears selected on this page. Otherwise, none of the configuration options on this page apply. This means that the Diploma/Degree Name page doesn't appear in fluid application for graduation even if it's deployed as part of the activity guide.

If Name Type has a value, the options in the Name Access region aren't used.

Allow Attachments

Select this check box to allow students to upload an attachment on the Diploma/Degree Name page when applying for graduation. For example, students can upload an audio file of how to pronounce their name.

Page Message

APPGRAD_NAME_MSG01 is delivered. You can update this message or create your own, then assign it on this page. This message appears in the fluid activity guide for apply for graduation.

Name Access

Field or Control

Description

Always Use Name Type

If you select a value, the rest of the fields in this region are disabled. The value you select is the only type that will appear in the fluid activity guide for apply for graduation.

Allow to Select Name

When selected, students can select any name associated with Name Display Type. Or if a Name Display Type hasn't been defined, any Name Type available in student self-service can be selected.

Default as Selected Type

If a value is selected here, this name type will serve as the default in the Apply for Graduation flow. But students can select another available type.

Allow to Add/Update

This references the Allow Name Update check box on the Academic Institution 8 page. When that is Yes, then this check box is selected, but grayed out. This means you can't deselect it.

Use the Address Page to define which address students can select to have their diploma mailed to them.

Access the Address Page (Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Address Page).

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

Address Page

Field or Control

Description

Show Address

Address Usage

These fields reference the options that have been configured on the Academic Institution 8 page.

If Show Address is selected on the Academic Institution 8 page, then it appears selected on this page. Otherwise, none of the configuration options on this page apply. This means that the Address page doesn't appear in fluid application for graduation even if it's deployed as part of the activity guide.

Page Message

APPGRAD_ADDR_MSG01 is delivered. You can update this message or create your own, then assign it on this page. This message appears in the fluid activity guide for apply for graduation.

Address Access

Field or Control

Description

Always Use Address Type

If Address is associated with Permanent, Home, Business, you can only select from those three.

If you select a value, the rest of the fields in this region are disabled. The value you select is the only type that will appear in the fluid activity guide for apply for graduation.

Allow to Select Address

When selected, students can select any address associated with Address Usage.

Default as Selected Type

If a value is selected here, this Address Type will serve as the default in the Apply for Graduation flow, but students can select another available type.

Allow to Add/Update

This references the Allow Address Update check box on the Academic Institution 8 page. When that is Yes, then this check box is selected, but grayed out. This means you can't deselect it.

Use the Email Address & Phone Page to define the contact details students can select as their preferred way to be contacted.

Access the Email Address & Phone Page (Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Email Address & Phone Page).

This example illustrates the fields and controls on the Email and Phone Page. You can find definitions for the fields and controls later on this page.

Email and Phone Page 1 of 2

This example illustrates the fields and controls on the Email and Phone Page. You can find definitions for the fields and controls later on this page.

Email and Phone Page 2 of 2

Field or Control

Description

Show E-Mail Contact

Select to enable the Email Options region.

If this is deselected, this means the Contact Details page doesn't appear in fluid application for graduation even if it's deployed as part of the activity guide.

Show Phone Contact

Select to enable the Phone Options region.

If this is deselected, this means that the Contact Details page doesn't appear in fluid application for graduation even if it's deployed as part of the activity guide.

Email Options

Field or Control

Description

Always Use Email Type

If you select a value, the other fields in this region are disabled. The value you select is the only type that will appear in the fluid activity guide for apply for graduation.

Allow to Select Email

When selected, students can select any one of their active email addresses.

All Emails

Select to designate all of a student's email addresses for use with their application for graduation. When you select this, all of a student's email addresses are selected (on the Contact Details page).

One Email Only

Select to indicate that a student must select only one email address for their application for graduation.

Default Using

When you enable Allow to Select Email, you can set email addresses to default to either one of these options:

  • Email Type to designate an email type as the default when a student is on the Contact Details page.

  • Preferred Email to designate the student's preferred email address (in their profile) as the default.

Allow to Add / Update

Select to let students add a new email address or update an existing address as part of the application for graduation flow.

Phone Options

Field or Control

Description

Always Use Phone Type

If you select a value, the other fields in this region are disabled. The value you select is the only type that will appear in the fluid activity guide for apply for graduation.

Allow to Select Phones

When selected, students can select any of their active phone numbers.

All Phones

Select to designate all of a student's phone numbers for use with their application for graduation. When you select this, all of a student's phone numbers are selected (on the Contact Details page).

One Phone Only

Select to indicate that students must select only one phone number for their application for graduation.

Default Using

When you enable Always Use Phone Type, you can set phone numbers to default to either one of these options:

  • Phone Type to designate a phone type as the default when a student is on the Contact Details page.

  • Preferred Phone to designate the student's preferred phone number (in their profile) as the default.

Allow to Add / Update

Select to let students add a new phone number or update an existing one as part of the application for graduation flow.

Page Message

APPGRAD_CONT_MSG01 is delivered. You can update this message or create your own, then assign it on this page. This message appears in the fluid activity guide for apply for graduation.

Access the Submission Page (Set Up SACR > Common Definitions > Self Service > Fluid Configuration > Application for Graduation > Configuration by Institution > Submission Page).

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

Submission Page

Field or Control

Description

Prompt for Confirmation

When selected, students are asked whether they really want to submit their application for graduation.

Page Message

APPGRAD_SUBM_MSG01 is delivered. You can update this message or create your own, then assign it on this page. This message appears in the fluid activity guide for apply for graduation.

Confirmation Message

APPGRAD_CONFMSG01 is delivered. You can update this message or create your own, then assign it on this page. This message appears in the fluid activity guide for apply for graduation.