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GEORGIA ENHANCEMENTS: RECORDS AND ADMISSIONS Barry Meek, GeorgiaBEST Information Technology Services September 17, 2013
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Page 1: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

GEORGIA ENHANCEMENTS: RECORDS AND ADMISSIONS Barry Meek, GeorgiaBEST

Information Technology Services

September 17, 2013

Page 2: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

SESSION ETIQUETTE

Please turn off or set all cell phones to vibrate.

If you must leave this session early, please sit at the back of the room and do so quietly.

Please avoid side conversations during this session.

Page 3: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

THE GEORGIABEST TEAM

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INTRODUCTION

Barry J. Meek ITS – 6 Years GeorgiaBEST – 1Year

Page 5: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

TOPICS FOR DISCUSSION

Academic Requirements GAcollege411 and Axiom

Undergraduate and Graduate Applications High School XML Transcript Axiom Gated Orientation Load

Admissions Index High School GPA Calculation High School CPC Immunizations

GRITS Immunization Query and Data Load

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TOPICS FOR DISCUSSION

Student Information Status Summary Transcripts

SSN Masking USG Academic Transcript eSAFE Transcript

Self-Service Transfer Articulation Matriculation Term Update Anticipated Graduation Date

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TOPICS FOR DISCUSSION

Attendance Verification Mass Drop of Students Release of Banner Holds Student Attributes Student Schedule

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TOPICS FOR DISCUSSION

Section Schedule Update Executable Enrollment Scripts Zip Code Load Tuition Classification Changes

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TOPICS FOR DISCUSSION

Voyager Library Interface Banner Components for INGRESS Desire2Learn Extract Campus Data Extraction

Page 10: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS PURPOSE

Board of Regents of the USG require institutions to maintain and report information related to: College Preparatory Curriculum (CPC) Core Overlay CPE/Compass Entrance Exams Regents’ Testing Program Legislative requirements Learning Support

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ACADEMIC REQUIREMENTS FLOW

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ACADEMIC REQUIREMENTS FLOW

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ACADEMIC REQUIREMENTS PROCESS FLOW

Establish academic requirements

Satisfy academic requirements

Create holds for unfulfilled academic

requirements

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ACADEMIC REQUIREMENTS GEORGIA REQUIREMENTS SECURITY (ZOAGARS)

Create user on User Identification Control

Form (GUAIDEN)

Check requirement types to be accessed

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ACADEMIC REQUIREMENTS GEORGIA REQUIREMENTS (ZOAGARP)

Baseline SPRHOLD table, visible on SOAHOLD

Technical Note: Data is stored in the baseline

SHRNCRS table (Academic Non-Course Form

SHANCRS)

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ACADEMIC REQUIREMENTS GEORGIA REQUIREMENTS (ZORRQCR)

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ACADEMIC REQUIREMENTS GEORGIA REQUIREMENT RULES (ZOAGARQ)

Requirement status will be the default status on

ZOAGARP

If “yes” radio button checked, it will create a requirement

on ZOAGARP

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ACADEMIC REQUIREMENTS ESTABLISHMENT RULES (ZOAGARE)

Displays based on Test radio button on ZOAGARQ

Rules for evaluating scores on SOATEST

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ACADEMIC REQUIREMENTS REQUIREMENT TYPE VALIDATION (ZTVGARQ)

Legislative check on ZTVGARQ, code on

ZOAGARQ, display on ZOALHCF

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ACADEMIC REQUIREMENTS REQUIREMENT TEST RULES (ZOAGART)

Based on pivot inserts code into SOATEST

X = Exempt E = Exit

P = Placed U = Unsuccessful ZOAGART only displays requirements

Defined on ZOAGARQ and CPE or Regents checkbox on ZTVGARQ

Page 21: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS CPC TEST RULES (ZOACPCT) ZOACPCT only displays

requirements Defined on ZOAGARQ and CPC checkbox selected on ZTVGARQ

Stops test from fulfilling CPC requirement if other requirements

are unsatisfied

Page 22: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS CPE RESULTS UPDATE (ZORCPER)

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ACADEMIC REQUIREMENTS CPE REQUIREMENT DELETE (ZORCPED)

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ACADEMIC REQUIREMENTS GEORGIA REQUIREMENTS UPDATE (ZORGARU)

Page 25: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS LEARNING SUPPORT ATTEMPTS TRACKING (ZOALSAT)

LS requirement must exist on ZOAGARP

Manually enter number of attempts or

Run Learning Support Increment Update Process (ZORLSUI) at end

of term

Page 26: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS LEARNING SUPPORT ATTEMPTS UPDATE (ZORLSUI)

Page 27: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS HISTORY FULFILLING COURSES RULES (ZOALHCF)

Legislative checkbox on ZTVGARQ

Page 28: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS HISTORY DESIRED COURSES (ZOALHCD)

If no courses defined on ZOALHCD for student,

generic ZOALHCF courses will be used by ZORLHCR

Page 29: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS HISTORY REQUIREMENTS UPDATE (ZORLHCR)

Page 30: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS HISTORY/CONSTITUTION USED COURSES (ZOALHCU)

If transfer course manually inserted, then manually update

ZOAGARP

Page 31: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS CPC REQUIREMENT UPDATE (ZORCPCR)

Page 32: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS CPC REQUIREMENT UPDATE (ZOACPCF & ZOACPCD)

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ACADEMIC REQUIREMENTS CPC REQUIREMENT UPDATE (ZOACPCU)

Courses inserted by ZORCPCR Process

If transfer course manually inserted, then manually update

ZOAGARP

Page 34: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS CPC AND HISTORY REQUIREMENTS

Based on contents of ZOACPCD & ZOACPCU

Based on contents of

ZOALHCD & ZOALHCU

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ACADEMIC REQUIREMENTS REQUIREMENT HOLD RULES (ZOAGARH)

Only these holds can be displayed or

maintained on ZOAGARP

Page 36: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS GENERIC HOLD SET PROCESS (ZPRHOLD)

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ACADEMIC REQUIREMENTS OVERLAY REQUIREMENTS FULFILLING (ZOAORFC)

Student only needs to meet one set (courses or tests) to

satisfy requirement

Page 38: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS OVERLAY REQUIREMENTS COURSES DESIRED (ZOAORCD)

If no courses defined on ZOAORCD for student,

generic ZOAORFC courses will be used by

ZORORUP

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ACADEMIC REQUIREMENTS OVERLAY REQUIREMENT UPDATE (ZORORUP)

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ACADEMIC REQUIREMENTS OVERLAY REQUIREMENTS COURSES USED (ZOAORCU)

Page 41: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS PRE-REQUISITE CHECK/DELETE (ZORPRQD)

Page 42: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS REGENTS’ GPA (ZORRGPA)

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ACADEMIC REQUIREMENTS GEORGIA GPAS (ZHATERM)

Displays Regents’ GPA and HOPE GPA

Page 44: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS PROCESS FLOW

Establish academic requirements

Satisfy academic requirements

Create holds for unfulfilled academic

requirements

Page 45: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ACADEMIC REQUIREMENTS FLOW

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RESOURCES

The Academic Georgia Requirements User documentation can be found at

http://www.usg.edu/georgia_best/user_docs/gamods8_23_academic_userdoc.pdf

Page 48: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

GACOLLEGE411 AND AXIOM

GAcollege411 USG common admissions application website for

students

XAP Powers GAcollege411

Axiom Product to load data into Banner

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GACOLLEGE411 AND AXIOM HIGH SCHOOL XML TRANSCRIPT

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GACOLLEGE411 AND AXIOM AXIOM GATED ORIENTATION LOAD

Axiom Gated Orientation Load Axiom source to load Gated Orientation test score

June 2012

Obtain/create .csv file Comma delimited ID, name, phone, email, test code, test score

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RESOURCES

The Axiom User Documentation can be found at: http://www.usg.edu/georgia_best/axiom/releases

Page 54: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ADMISSIONS INDEX PURPOSE

Provides different levels of index calculation Depending on institutional needs

Page 55: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ADMISSIONS INDEX PROCESS FLOW

High school transcript received

Transcript entered into Banner

Calculate high school GPA

Test scores received

Test scores entered into Banner

Calculate Freshman Index

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ADMISSIONS INDEX INDEX CODE VALIDATION (ZTVINDX)

Priority field specifies order in which index rules will be

calculated

Define high/low range of acceptable scores

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ADMISSIONS INDEX INDEX CALCULATION RULES (ZOAINDX)

Four calculation elements Test GPA

Percentile Constant

Page 58: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ADMISSIONS INDEX INDEX INFORMATION (ZOAINDP) ZOAINDP calls Index

Calculation Process (ZORINDC) automatically

for students without existing index

Delete/Calculate Index button allows delete of index from ZOAINDP and

Test Score Information Form (SOATEST)

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ADMISSIONS INDEX ADMISSIONS INDEX CALCULATION (ZORINDC)

Page 60: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

HIGH SCHOOL GPA CALCULATION HIGH SCHOOL GRADE CODE VALIDATION (ZTVHSGR)

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HIGH SCHOOL GPA CALCULATION HIGH SCHOOL GRADE DEFINITION (ZOAHSGR)

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HIGH SCHOOL GPA CALCULATION HIGH SCHOOL DETAIL INFORMATION (ZOAHSCD)

Manually enter GTID or Load from High School XML

Transcript by Axiom

Recalculate High School GPA indicator set to Y runs ZORHSBG

when exiting the form

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HIGH SCHOOL GPA CALCULATION HIGH SCHOOL DETAIL INFORMATION (ZOAHSCD)

Allows calculation of admissions index upon exit of form

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HIGH SCHOOL GPA CALCULATION HIGH SCHOOL BATCH GPA CALCULATION (ZORHSBG)

Page 65: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

ADMISSIONS INDEX PROCESS FLOW

High school transcript received

Transcript entered into Banner

Calculate high school GPA

Test scores received

Test scores entered into Banner

Calculate Freshman Index

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RESOURCES

The Using the Admissions Index Process User documentation can be found at

http://www.usg.edu/georgia_best/user_docs/gamods8_13_AdmissionsIndexProcess_userdoc.pdf

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HIGH SCHOOL CPC PURPOSE

Part of the High School XML transcript project Several Georgia Enhancements created Allow institutions to update individual student CPC

requirements

Page 69: Georgia Enhancements: Records and Admissions · 2014-07-09 · SESSION ETIQUETTE . Please turn off or set all cell phones to vibrate. If you must leave this session early, please

HIGH SCHOOL CPC PROCESS FLOW

Load DOE subject codes

Build High School CPC rules

Load or manually enter High School XML transcripts

Satisfy High School CPC requirements

Calculate High School GPA

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HIGH SCHOOL CPC CPC FULFILLING COURSES RULES (ZOACPCH)

ITS provided script to populate High School Subject Validation

Form (STVSBJC) with Department of Education course

codes

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HIGH SCHOOL CPC CPC HS REQUIREMENTS UPDATE (ZORCPCH)

Uses ZOACPCH rules and ZOAHSCD coursework

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HIGH SCHOOL CPC PROCESS FLOW

Load DOE subject codes

Build High School CPC rules

Load or manually enter High School XML transcripts

Satisfy High School CPC requirements

Calculate High School GPA

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RESOURCES

The Implementing the High School XML Transcript user documentation can be found at

http://www.usg.edu/georgia_best/user_docs/gamods8_19_HighSchoolXMLTranscript_userdoc.pdf

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IMMUNIZATIONS PURPOSE

Immunization processing requirements include the ability to: Record the status of immunizations Prevent registration via holds for students who have

not satisfied the immunization requirements Print or transmit the immunization information using

USG Academic Transcript

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IMMUNIZATIONS PROCESS FLOW

Load DOE subject codes

Build High School CPC rules

Load or manually enter High School XML transcripts

Satisfy High School CPC requirements

Calculate High School GPA

Load or manually enter High School XML transcripts

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IMMUNIZATIONS IMMUNIZATION TRACKING

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IMMUNIZATIONS IMMUNIZATION TRACKING (GOAIMMU)

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IMMUNIZATIONS IMMUNIZATION TRACKING (GTVSDAX)

Enter GTVIMMU Immunization code

(ie. MMR1 and MMR2)

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IMMUNIZATIONS IMMUNIZATION REQUIREMENT CREATION (ZPRIMMU)

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IMMUNIZATIONS GRITS QUERY AND DATA LOAD

GRITS Immunization Query and Data Load Automate entry of immunization data from the

Georgia Registry of Immunization Transactions and Services (GRITS)

Register as a GRITS User Contact your institutional GRITS Administrator OR Contact the GRITS Training Coordinator

[email protected]

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IMMUNIZATIONS IMMUNIZATION REQUEST FILE (ZGRIRQF)

Place file in: $DATA_HOME/student

directory

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IMMUNIZATIONS IMMUNIZATION DATA LOAD (ZGRIDLD)

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IMMUNIZATIONS PROCESS FLOW

Load DOE subject codes

Build High School CPC rules

Load or manually enter High School XML transcripts

Satisfy High School CPC requirements

Calculate High School GPA

Load or manually enter High School XML transcripts

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RESOURCES

The GRITS Immunization Query and Data Load user documentation can be found at

http://www.usg.edu/georgia_best/user_docs/gamods8_4_GRITS_userdoc_FINAL.pdf The Immunization Georgia Requirement user

documentation can be found at http://www.usg.edu/georgia_best/user_docs/gamods8_18_ImmunizationGeorgiaRequir_userdoc.pdf

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STUDENT INFORMATION STATUS SUMMARY PURPOSE

Displays student advisement and status information

Single Self-Service Banner web page Accessed by Advisors and Students

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STUDENT INFORMATION STATUS SUMMARY PROCESS FLOW

Setup Validation Codes and Rules

Log into secure Banner Self-Service as a student

or faculty

View the Student Information Status

Summary

Exit secure Banner Self-Service as a

student or faculty

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STUDENT INFORMATION STATUS SUMMARY

Eight information blocks General Student Info

Academic Standing and GPA

Test Score

Georgia Requirements

Regents’ GPA

HOPE and Zell Miller Eligibility Status

Transfer Credit

Student Attributes

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STUDENT INFORMATION STATUS SUMMARY

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STUDENT INFORMATION STATUS SUMMARY

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STUDENT INFORMATION STATUS SUMMARY

Define which validation codes will be displayed by using SOAWDSP > STVTESC

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STUDENT INFORMATION STATUS SUMMARY

Define which validation codes will be displayed by using SOAWDSP > STVNCRQ

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STUDENT INFORMATION STATUS SUMMARY

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STUDENT INFORMATION STATUS SUMMARY

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STUDENT INFORMATION STATUS SUMMARY

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STUDENT INFORMATION STATUS SUMMARY PROCESS FLOW

Setup Validation Codes and Rules

Log into secure Banner Self-Service as a student

or faculty

View the Student Information Status

Summary

Exit secure Banner Self-Service as a

student or faculty

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RESOURCES

The Self-Service Student Information Status Summary documentation can be found at

http://www.usg.edu/georgia_best/user_docs/gamods8_9_5__SISSY_userdoc_FINAL.pdf

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TRANSCRIPTS - USG ACADEMIC TRANSCRIPT PURPOSE

Allows for definition of various transcript types Contains Banner baseline and Georgia

Requirements information Prints multiple student levels on single transcript

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TRANSCRIPTS PROCESS FLOW

Build transcript type rules

Request transcript

Generate transcript

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TRANSCRIPTS SSN MASKING (ZHRSMSK)

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TRANSCRIPTS TRANSCRIPT TYPE RULES (ZHATPRT)

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TRANSCRIPTS TRANSCRIPT TYPE RULES (ZHATPRT)

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TRANSCRIPTS TRANSCRIPT TYPE RULES (ZHATPRT)

Contains indicators determining Georgia-specific information and student levels to be printed on

the USG transcript

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TRANSCRIPTS TRANSCRIPT REQUEST FORM (SHARQTC)

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TRANSCRIPTS ESAFE TRANSCRIPT

USG Academic eSAFE Transcript Process (ZHRXMIT) Allows transmission of USG Academic Transcript

(ZHRTRTC) to eSCRIP-SAFE PDF Transcript vendor options

http://www.usg.edu/georgia_best/projects/pdf_transcript_demonstrations/

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TRANSCRIPTS PROCESS FLOW

Build transcript type rules

Request transcript

Generate transcript

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RESOURCES

The Academic History Module Transcripts documentation can be found at

http://www.usg.edu/georgia_best/user_docs/gamods8_21_AcademicHistory_userdoc.pdf

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SELF-SERVICE TRANSFER ARTICULATION PURPOSE

Tool to compare class equivalents and details between institutions For Transfer, Transient, and Prospective students

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SELF-SERVICE TRANSFER ARTICULATION PROCESS FLOW

Access Banner Self-Service as Webtailor

Modify roles, procedures, and information text

Exit Banner Self-Service as Webtailor

Access Banner Self-Service as a Student

Access Banner Self-Service as a Student

Select state, school, and report type

View report and exit Banner

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SELF-SERVICE TRANSFER ARTICULATION

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SELF-SERVICE TRANSFER ARTICULATION

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SELF-SERVICE TRANSFER ARTICULATION

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SELF-SERVICE TRANSFER ARTICULATION

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SELF-SERVICE TRANSFER ARTICULATION PROCESS FLOW

Access Banner Self-Service as Webtailor

Modify roles, procedures, and information text

Exit Banner Self-Service as Webtailor

Access Banner Self-Service as a Student

Access Banner Self-Service as a Student

Select state, school, and report type

View report and exit Banner

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RESOURCES

The Self-Service Transfer Articulation user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_0_TransferArticulation_userdoc_FINAL.pdf

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UPDATE MATRICULATION TERM PURPOSE

Updates missing matriculation term code on SGASTDN For enrolled students Based on last reported academic history or

registration record Uses SOAXREF > STVLEVL translations

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UPDATE MATRICULATION TERM PROCESS FLOW

Student applies

Student is accepted and has registered for the

term

The Matriculation process is run

The student’s record is updated

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UPDATE MATRICULATION TERM

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UPDATE MATRICULATION TERM PROCESS FLOW

Student applies

Student is accepted and has registered for the

term

The Matriculation process is run

The student’s record is updated

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RESOURCES

The Update Matriculation Term Process user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_0_UpdateMatricTermProcess_userdoc_FINAL.pdf

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ANTICIPATED GRADUATION DATE PURPOSE

Anticipated Graduation Date Calculates graduation date based on number of

months and student class level Updates SGASTDN

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ANTICIPATED GRADUATION DATE PROCESS FLOW

Student applies

Student is accepted and has registered for the

term

The Matriculation process is run

The student’s record is updated

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ANTICIPATED GRADUATION DATE ANTICIPATED GRADUATION DATE RULES (ZOAANGR)

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ANTICIPATED GRADUATION DATE

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ANTICIPATED GRADUATION DATE GENERAL STUDENT (SGASTDN)

Inserts anticipated graduation date in Expected Graduation Date field on General Student Form

(SGASTDN)

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ANTICIPATED GRADUATION DATE PROCESS FLOW

Student applies

Student is accepted and has registered for the

term

The Matriculation process is run

The student’s record is updated

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RESOURCES

The Anticipated Graduation Date user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_19_AnticipatedGradDate_userdoc.pdf

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SELF-SERVICE ATTENDANCE VERIFICATION PURPOSE

Gives faculty and staff ability to Mark students as not attending Verify and update students class attendance Drop students from the class roster

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SELF-SERVICE ATTENDANCE VERIFICATION PROCESS FLOW

Log into the secure area of Banner Self

Service

Select Web Tailor Administration

Select procedures to modify

Select procedures to modify

Modify associated Roles

Exit Web Tailor Administration Menu

Log in to Banner Self-Service as a Web

Tailor Administrator

Select Attendance Verification

Select the term code Select the instructor’s CRN

Change Students’ enrollment status

Review save records page

Exit Self-Service Execute the Attendance

Verification process

Review changes made on the Attendance

Verification webpage

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SELF-SERVICE ATTENDANCE VERIFICATION

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SELF-SERVICE ATTENDANCE VERIFICATION

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SELF-SERVICE ATTENDANCE VERIFICATION

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SELF-SERVICE ATTENDANCE VERIFICATION

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SELF-SERVICE ATTENDANCE VERIFICATION PROCESS FLOW

Log into the secure area of Banner Self

Service

Select Web Tailor Administration

Select procedures to modify

Select procedures to modify

Modify associated Roles

Exit Web Tailor Administration Menu

Log in to Banner Self-Service as a Web

Tailor Administrator

Select Attendance Verification

Select the term code Select the instructor’s CRN

Change Students’ enrollment status

Review save records page

Exit Self-Service Execute the Attendance

Verification process

Review changes made on the Attendance

Verification webpage

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RESOURCES

The Self-Service Attendance Verification user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_13_AttendVerif_userdoc.pdf

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MASS DROP OF STUDENTS PURPOSE

Process utilizes student holds or a population selection for dropping registration

Offers the option to change registration status code to keep the student registration

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MASS DROP OF STUDENTS PROCESS FLOW

Student registers for class

Place registration hold on the individual student’s

record or in batch

Delete or modify students’ registrations in batch based

on the specific hold

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MASS DROP OF STUDENTS PROCESS FLOW

Student registers for class

Place registration hold on the individual student’s

record or in batch

Delete or modify students’ registrations in batch based

on the specific hold

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RESOURCES

The Mass Drop of Students Process user documentation can be found at

http://www.usg.edu/georgia_best/user_docs/gamods8_16_massdrop_userdoc.pdf

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RELEASE OF BANNER HOLDS PURPOSE

Provides ability to release multiple holds at once via a batch process

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RELEASE OF BANNER HOLDS PROCESS FLOW

Create Banner holds

Create Population Selection

Run Release of Banner Holds

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RELEASE OF BANNER HOLDS BATCH PROCESS (SOAHOLD)

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RELEASE OF BANNER HOLDS BATCH PROCESS (ZHRREHO)

Does not end if Release Indicator

checked on SOAHOLD by different user

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RELEASE OF BANNER HOLDS PROCESS FLOW

Create Banner holds

Create Population Selection

Run Release of Banner Holds

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SELF-SERVICE RELEASE OF BANNER HOLDS PURPOSE

Self-Service Control which hold codes available Faculty and Advisor Self-Service

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SELF-SERVICE RELEASE OF BANNER HOLDS PROCESS FLOW

Build or update hold codes

Exit Self-Service

Verify appropriate records have been

changes via web and Banner

Administer Web Tailor modifications via Banner

Self-Service Exit Web Tailor

As faculty or advisor remove hold codes

using “all or one student” search option

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SELF-SERVICE RELEASE OF BANNER HOLDS RELEASE HOLD VIA SELF-SERVICE RULES (ZOAREHD)

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SELF-SERVICE RELEASE OF BANNER HOLDS

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SELF-SERVICE RELEASE OF BANNER HOLDS

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SELF-SERVICE RELEASE OF BANNER HOLDS

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SELF-SERVICE RELEASE OF BANNER HOLDS

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SELF-SERVICE RELEASE OF BANNER HOLDS PROCESS FLOW

Build or update hold codes

Exit Self-Service

Verify appropriate records have been

changes via web and Banner

Administer Web Tailor modifications via Banner

Self-Service Exit Web Tailor

As faculty or advisor remove hold codes

using “all or one student” search option

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RESOURCES

The Self-Service Release of Banner Holds documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_13_SSBReleaseofHolddocs_userdoc.pdf

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STUDENT ATTRIBUTE PROCESS PURPOSE

Automated way to assign attributes to multiple students

Can also delete or expire student attributes

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STUDENT ATTRIBUTE PROCESS PROCESS FLOW

Student registers for class and fees are

accepted

Create a population selection of students to

receive an attribute

Assign, delete, or expire student

attribute in batch

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STUDENT ATTRIBUTE PROCESS STUDENT ATTRIBUTE VALIDATION (STVATTS)

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STUDENT ATTRIBUTE PROCESS REGISTRATION FEE ASSESSMENT RULES (SFARGFE)

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STUDENT ATTRIBUTE PROCESS STUDENT ATTRIBUTE PROCESS (ZGRATTR)

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STUDENT ATTRIBUTE PROCESS ADDITIONAL STUDENT INFORMATION (SGASADD)

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STUDENT ATTRIBUTE PROCESS STUDENT ATTRIBUTE DELETE PROCESS (ZGRATTD)

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STUDENT ATTRIBUTE PROCESS ADDITIONAL STUDENT INFORMATION (SGASADD)

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STUDENT ATTRIBUTE PROCESS PROCESS FLOW

Student registers for class and fees are

accepted

Create a population selection of students to

receive an attribute

Assign, delete, or expire student

attribute in batch

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RESOURCES

The Using Student Attribute Process user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_23_StudentAttributeProcess_userdoc.pdf

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STUDENT SCHEDULE INSTRUCTIONAL METHOD PURPOSE

Allows functionality for reporting distance education

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STUDENT SCHEDULE INSTRUCTIONAL METHOD (ZSASECT)

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STUDENT SCHEDULE DELIVERY TECHNOLOGY (ZSASECT)

ZSASECT backfills the Section Contracts portion of SSADETL

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SECTION SCHEDULE UPDATE

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SECTION SCHEDULE UPDATE

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The using Non-Academic Requirements user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_24_nonacademic_userdoc.pdf

RESOURCES

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EXECUTABLE ENROLLMENT SCRIPTS PURPOSE

15 scripts provided by Ellucian Update out of balance enrollment information in: SSASECT – Schedule Form SSAXLST – Schedule Cross List Definition Form

Modified by ITS to run through job submission

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EXECUTABLE ENROLLMENT SCRIPTS PROCESS FLOW

Course Registration Occurs

Run Enrollment Count Reports

Run Enrollment Count Update processes, if discrepancies exist

Verify Updated Enrollment Counts

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EXECUTABLE ENROLLMENT SCRIPTS

Enroll Reserved Counts Report (ZSRRCNT) Enroll Reserved Count Update (ZSMRCNT)

Enroll Section Count Report (ZSRSCNT) Enroll Section Count Update (ZSMSCNT)

Enroll Crosslist Count Report (ZSRXLCT) Enroll Crosslist Count Update (ZSMXLCT)

Enroll Wait Count Report (ZSRWTCT) Enroll Wait Count Update (ZSMWTCT)

Enroll Census 1 Count Report (ZSRCEN1) Enroll Census 1 Count Update (ZSMCEN1)

Enroll Census 2 Count Report (ZSRCEN2) Enroll Census 2 Count Update (ZSMCEN2)

Enroll Count Exceeds Max Report (ZSRCMAX)

Enroll Total Credit Hours Count Report (ZSRTHRS)

Enroll Total Credit Hours Count Update (ZSMTHRS)

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EXECUTABLE ENROLLMENT SCRIPTS SCHEDULE

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EXECUTABLE ENROLLMENT SCRIPTS SCHEDULE

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EXECUTABLE ENROLLMENT SCRIPTS SCHEDULE

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EXECUTABLE ENROLLMENT SCRIPTS SCHEDULE CROSS LIST DEFINITION

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EXECUTABLE ENROLLMENT SCRIPTS PROCESS FLOW

Course Registration Occurs

Run Enrollment Count Reports

Run Enrollment Count Update processes, if discrepancies exist

Verify Updated Enrollment Counts

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RESOURCES

The Using Executable Enrollment Scripts user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_13_EnrollmentScripts_userdoc.pdf

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ZIP CODE LOAD PURPOSE

Way to load new or updated zip code information ZIP/Postal Code Validation Form Provided annually by ITS

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ZIP CODE LOAD PROCESS FLOW

Prepare the data file

Run ZGRZIPC in Update mode

Run ZGRZIPC in Insert mode

Run ZGRZIPC in View Mode

Review the new_zipcodes.csv file

Review the changed_zipcodes.csv

file

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ZIP CODE LOAD NEW_ZIPCODES.CSV

New zip code information

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ZIP CODE LOAD CHANGED_ZIPCODES.CSV

Differences between data already existing in GTVZIPC and new data

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ZIP CODE LOAD PROCESS FLOW

Prepare the data file

Run ZGRZIPC in Update mode

Run ZGRZIPC in Insert mode

Run ZGRZIPC in View Mode

Review the new_zipcodes.csv file

Review the changed_zipcodes.csv

file

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RESOURCES

The Using Zip Code Load Process documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_17_ZipCodeLoad_userdoc.pdf

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TUITION CLASSIFICATION CHANGES PURPOSE

Standard method for monitoring and reporting tuition classification changes Requested by Audit Department

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TUITION CLASSIFICATION CHANGES PROCESS FLOW

Student is Assigned Tuition Classification

Tuition Classification Updated

Fees Assessed

Student appeals the Tuition Classification

Stop

Appeal Approved

Appeal Declined

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TUITION CLASSIFICATION CHANGES GENERAL STUDENT (SGASTDN)

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TUITION CLASSIFICATION CHANGES PERSON COMMENT (SPACMNT)

All students that have a change in tuition classification Individual responsible for the change within Banner Number of changes to tuition classification Indication that the changes were reviewed / approved

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TUITION CLASSIFICATION CHANGES TUITION CLASSIFICATION CHANGE REPORT

Outputs comment info that can be exported to Excel

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TUITION CLASSIFICATION CHANGES PROCESS FLOW

Student is Assigned Tuition Classification

Tuition Classification Updated

Fees Assessed

Student appeals the Tuition Classification

Stop

Appeal Approved

Appeal Declined

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RESOURCES

The Using Tuition Classification Changes user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_18_TuitionClass_userdoc.pdf

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VOYAGER LIBRARY INTERFACE

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RESOURCES

Voyager Library Interface ZORVLIB

http://www.usg.edu/georgia_best/user_docs/gamods8_13_VoyagerLibraryInterface_userdoc.pdf

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BANNER COMPONENTS FOR INGRESS PURPOSE

Multi-institutional registration tool Dynamically distributes available seats across

participating institutions Integrates with the USG collaborative Learning

Management System Georgia Summit INGRESS session

Collaborative Program Implementation for INGRESS: A Roadmap for Planning September 18, 2013 3:20 PM - Cumming

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RESOURCES

The Banner Components for INGRESS user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_15_1_INGRESS_userdoc.pdf

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DESIRE2LEARN EXTRACT PURPOSE

Provides XML file containing: New or modified course schedule, enrollment or

person records For loading into the Desire2Learn system

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DESIRE2LEARN EXTRACT BASELINE SETUP

Term Control (SOATERM) Define the term and parts of term rules

Enrollment Status Code Validation (STVESTS) Create the enrollment status codes

Enrollment Status Control (SFAESTS) Define the enrollment status rules

Course Registration Status Validation (STVRSTS) Create the registration, drop, and withdrawal codes

Course Registration Status (SFARSTS) Define the course registration status rules

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DESIRE2LEARN EXTRACT BASELINE SETUP

Schedule Form (SSASECT / ZSASECT) Define course sections and assign instructors

EDI Cross-Reference Rules Form (SOAXREF) Translate term codes for label RGTTERM

Student Course Registration Form (SFAREGS) Register students in course sections

Third Party Access Audit Form (GOATPAD) Verify Third Party ID and Sourced ID

E-mail Address Form (GOAEMAL) Verify email address

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DESIRE2LEARN EXTRACT D2L EXTRACT PROCESS

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RESOURCES

The Using the D2L Extract Process user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_22_ZSRD2LX_userdoc.pdf

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CAMPUS DATA EXTRACT PURPOSE

Campus Data Extract Process (ZORELCA) Allows users to select all fully or partially at a distance

courses for a single semester Prepares for electronic transmission to the Georgia

ONmyLINE searchable database

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CAMPUS DATA EXTRACTION DISTANCE EDUCATION FLAT FEE

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CAMPUS DATA EXTRACTION BASELINE SETUP Crosswalk Validation (GTVSDAX)

ITS delivered script inserts 4 rows for the internal code ZORELCALVL to translate the level code

Translate non-standard term code using internal code HOPECHCKPT EDI Verification Label Validation (STVXLBL)

Create LEVELTYP ‘Semester/Quarter Level Type’ Create RGTSSTS ‘Section Status’

EDI Cross-Reference Rules (SOAXREF) Translate the institution level codes from STVLEVL to Semester or Quarter using

label LEVELTYP Translate the institutional section status codes from STVSSTS using label RGTSSTS

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CAMPUS DATA EXTRACTION

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RESOURCES

The Campus Data Extraction Process user documentation is located at

http://www.usg.edu/georgia_best/user_docs/gamods8_12_CampusDataExtraction_userdoc_FINAL.pdf

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WHERE CAN I FIND HELP?

http://www.edu1world.org/Commons http://www.edu1world.org/USG

Community Sources

Authoritative Sources

http://www.usg.edu/georgia_best https://connect.ellucian.com

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WHERE CAN I FIND HELP?

All USG GeorgiaBEST customers have access to Ellucian’s Digital Campus Academy. Access baseline training on your own schedule Contact the ITS helpdesk ([email protected]) for

access information Additional training is available on the

GeorgiaBEST website: http://www.usg.edu/georgia_best/training

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ADDITIONAL ITS RESOURCES & SUPPORT

To create a new or update an existing production down, business interrupting (emergency) support request, call the ITS Helpdesk immediately 706-583-2001 1-888-875-3697 (toll free in Georgia)

For anything else, contact the ITS helpdesk at http://www.usg.edu/customer_services (self-service support request) or E-mail at [email protected]

NOTE: Self-Service requires login using a user ID and access code. Contact the ITS Helpdesk at [email protected] to obtain self-service login credentials.

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STUDENT SUMMIT SESSIONS - WEDNESDAY

TIME SESSION ROOM

2:10 Closing the Loop: Using Data Warehouse to Make Front Line Decisions

Lamar C

3:20 Collaborating to Bring a Local Enhancement into the USG Model Lamar A/B

4:20 Admission Birds of a Feather Estes B

4:20 Records Birds of a Feather Estes A

5:20 Tuition Classification & Out of State Tuition Waivers, #1 Estes B

5:20 Understanding the GeorgiaBEST Release Process Lamar A/B

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STUDENT SUMMIT SESSIONS - THURSDAY TIME SESSION ROOM

9:40 Tuition Classification & Out of State Tuition Waivers, #2 Lamar A/B

10:50 Tuition Classification & Out of State Tuition Waivers, #3 Lamar A/B

10:50 Georgia Transfer Articulation Cooperation Services (GATRACS) Update

Estes B

1:00 Tuition Classification & Out of State Tuition Waivers, #4 Lamar A/B

1:00 Banner XE: Where Are We Now Estes B

2:00 Process Improvement Initiative at Enrollment Services Center Estes B

3:10 Tuition Classification & Out of State Tuition Waivers, #5 Estes A

3:10 Banner SQL 101 Estes B

4:10 Banner SQL 201 Estes B

4:10 Using Word Merge to Create Individualized Verification Documentation Requests

Lamar A/B

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STUDENT SUMMIT SESSIONS - FRIDAY

TIME SESSION ROOM

8:30 Methods & Techniques Used to Forecast Enrollment & Degrees Conferred

Oglethorpe A/B

9:30 Georgia Transfer Articulation Cooperation Services (GaTRACS) Birds of a Feather

Estes A

10:30 Tuition Classification & Out of State Tuition Waivers, #6 Estes B

10:30 Another Year of Trying to Communicate – How Has It Gone? Lamar A/B