[Client Name] Banner New Term Checklist Initial Term Definition: Term codes are typically needed by Admissions before any other area. Form STVACYR STVTERM SOASCPT GUAINST Frequency Per Acad Year Each Term Each Term Jan 1st Function Required Required Enables Student Centric Periods Optional Fields / FYI Define academic year code Define term code Create period and associate terms Review Century Pivot Catalog: Updates are performed on a day to day basis. All catalog records should be up to date prior to the creation of any scheduled elements Schedule: This does not include Resource 25 jobs. Form SIATERM Frequency Each Term Function Required for accurate Contact Hours or Faculty Load Processing Required for accurate Contact Hours SSAEXCL Per Acad Year SOATBRK Per Acad Year SSAACRL Each Term SOATERM Each Term Required for accurate Title IV refunding (This form has no impact on scheduling but mirrors SSAEXCL) Required for accurate SSAACCL date calculations Enables the term code for processing SOAORUL Each Term Required for Open Learning processing SSADFEE SSRROLL Each Term Each Term OLR fee rules if batch applicable Used if schedule not being built manually SSPRDEF Each Term SSPMFEE Each Term SMAAREA Each Term If SSRROLL used but “Create Section Rules” not rolled Used to update section fees using rules on SSADFEE Co-requisite “OR” logic SSAXLST SSASECT SSADETL Each Term Each Term Each Term If SSRROLL used and CRNs not copied If SSRROLL used and CRNs not copied If SSRROLL used and CRNs not copied SSABLCK SSATEXT Each Term Each Term If SSRROLL used and CRNs not copied If SSRROLL used and section text rolled SSAWLSC SHAGSCH SHAGCOM GORICCR Each Term Each Term Each Term Each Term Enables section specific Waitlist If SSRROLL used with Roll Gradable N If SSRROLL used with Roll Gradable N Controls Schedule Terms for Luminis Ellucian Confidential & Proprietary Fields / FYI Define Duration Define FTE Factor Define school holidays with no class offerings Define schools breaks (at least those with 5 or more consecutive days) Define calendar rules for each calendar type Define CRN one-up value Define Part of term defaults Define Web Search parameters Define default OLR dates and registration statuses Create section Fee rules Copy schedule screens from one term to a new term Batch create SSARULE records based on SOAORUL set up Batch update SSADETL fees Update the concurrent term value in all CAPP “co-requisites” Create new Cross-list groups Create new Link Identifiers Create new Link Connector Create new CRN Co-Requisites Create new Blocks Text may contain date information which needs to be updated manually Update any CRNs necessary Redefine Grade Scale by CRN Redefined Gradable Components Add term code after schedule entry Page 1 of 11 [Client Name] Faculty Load: Any new instructors are defined on SIAINST and must be given a Staff Type, Workload, Home college and department. Form Frequency SIATERM Each Term SIAFLRT Each Term SIAFCTR Per Contract Yr SIACFTE Per Contract Yr SIAFLRC Per Contract Yr SIAFLCT Each Term Function CA: Enables Load Limit Workload Analysis Term specific rules Contract Analysis Term range Contract Analysis cumulative FTE Contract Analysis rules Contract Term Analysis rules Fields / FYI Confirm FTE divisor Define Workload rules Define Term effective term list Define Contract FTE Define Term effective rules Define Contract Term rules Admissions: Form SARDCSN SAAQKER SAACHKB STVCHRT SOADPMR Frequency Each Term Each Term Per Adm Year Per Adm Year Each Term SEASSGP SAAAUDF Each Term Each Term Function Copies Decision rules to a new term Creates defaults for Quick Admit Maintains Admission Checklists Used to track Admission Cohorts Controls Communication Plan Duplicate mailings Maintains Service Group values Maintains values for SOASUPL Fields / FYI Define decision rules Define defaults for each term/level Review and update if needed Create new year cohort codes Update Override date if used Review and update if needed Review and update if needed Accounts Receivables: Form TSRROLL Frequency Each Term Function Copies Contract/Exemption rules to new term. Optionally copies students too. Maintains Contract rules TSACONT Each Term RPRCONT RPREXPT TSADETC TSATBDS TSAABDS TTVAIDY RPROPTS TSATAXR TSASBRL TGAMESG TGAHOLD Each Aid Year Each Aid Year Each Term Each Fiscal Year Each Fiscal Year Each Fiscal Year Jan 1st Each Term Each Term Each Term Defines Contracts for FinAid Resource Defines Exemptions for FinAid Resource Maintains detail codes Control Term Based Detail codes Control Aid Year Based Detail codes Only needed if Fin Aid is not Banner Defines Cross-over Pell Term logic Control form for 1098T Maintains Student Bill formats Maintains Billing Messages Maintains Auto-hold formats TSAISTA TSAISTC TSAISTR TGADEPC TSATERM TSAWPAY TGARETC TGRAPPH GTVSDAX Each Term Each Term Each Term Each Term Each Term Each Term Each Fiscal Year Each Fiscal Year Each Term Activates Installment Plan for the term Creates Installment Plan codes Establishes Plan defaults for the term Establishes Deposit defaults Enables SSB term payments Enables SSB Deposit Payment access Maintains Returned Check Rules Archives Application of Payment data WEBCCDEFTERM Ellucian Confidential & Proprietary Fields / FYI Copy Contracts/Exemptions to the new term. Best practice full Fiscal year Update any contract text or Contract course requirements Add Contracts and Average Amounts Add Exemptions and Average Amount Update Dflt Term, Amount, Date Update new term code values Update new Aid Year code values Defines Aid Year Code start date Review and request FinAid update Create rules each Year Update Schedule Bill messages Update Bill Messages Update start/end dates (if defined) Update Auth and Memo Aid Term Update Active Ind Update Default Term code Copy Plan rules to new term Update Default dates Define SSB Account formats Copy rules and edit dates available Update penalty amount Archive application data by Feed Date Update default Term code Page 2 of 11 [Client Name] Registration: Form SOATERM Frequency Each Term Function Term Control Form SFATMST or SFASTSR Per Acad Year SFAESTS Each Term SFARSTS Each Term SFARFND SFARGFE SFAAFEE SFAFMAX Each Term Each Term Each Term Each Term SFAMHRS SOAWLTC SFAROVR Each Term Each Term Each Term SFARGTC SPAAPIN SFARCTT SFARCTL Each Term Each Term Each Term Each Term Time status rules are term effective but many schools use different ranges for summer requiring rules to be defined per academic year Maintains dates for Registration enrollment codes Maintains dates for Registration course status codes Maintains rules for Refund by Total Maintains Fee Assessment Rules Establish Optional Fee defaults Maintains Max fee amounts for Optional Fees and Material Fees (is not used if Track by CRN enabled) Establish default Max hours Establish default Waitlist Rules Maintains Registration Permit Overrides available each term Method 1 to create Web Time Tickets May be used by SFARGTC Method 2A to create Web Time Tickets Method 2B to create Web Time Tickets SFAMESG SMPCPRG Each Term Variable SMADFLT SOATERM SFPWLRO Each Term Each Term Nightly Cycle per Term Nighlty Cycle per Term Method 2C: Run script to batch assign groups to students Messages for Enrollment Verifications Purges Compliance requests (CAPP pre-req) Maintain Min/Max In Progress/Cut Off Term Term Control Form Reorder the Waitlist Priority including expired waitlist positions Send out Email Notification for Waitlist availability Variable Term Control Form (during registration) SFRBWLP SOATERM Ellucian Confidential & Proprietary Fields / FYI Define Registration values Do not set “Permit” Define Registration Error Checking Define Fee Assessment Define Original Charge Cut off date Define Gradebook Parameters Define Title IV Date source Define Web Processing Values Define Part of Term functionality Define Web Registration Dates Review/update rules as necessary Define STVESTS code date ranges Define refund values if applicable Define STVRSTS code date ranges Define refund values if applicable Define rule if Refund by Total used Copy rules to new term Define Optional fees Define Min/Max values if used Define Max Hours Copy Rules to new term Define Override codes Define Ticket groups if used Define Alternate PIN values (script) Define Ticket Priorities Define groups and associate with priority value from SFARCTT Update any dates mentioned Purging the collector will help keep Registration running smooth Update Min/Max In Progress/Cut Off Enable Permit Run before sending out Email notifications in batch Only needed if Waitlist Notification is used and SOAWLTC Automatic is NOT enabled Disable Grade Mode change option Page 3 of 11 [Client Name] Housing: Form STVTERM SLATERM SLAASCD Frequency Each Term Each Term Each Term Function Stores Housing dates on term code Master Term Control for Housing Stores dates that room assignment codes are available SLAMSCD Each Term Stores dates that meal assignment codes are available SLAPSCD Each Term Stores dates that phone assignment codes are available SLALMFE Each Term SLRROLL Each Term SLRDADD Each Term Maintains fee rules for Housing room, meals, and phone Used to copy Housing assignments to the new term Used to create Housing address records on SPRADDR for mailings Fields / FYI Verify Housing dates are accurate Enable the term code for Housing Define start/end dates for each room status Define Refund rules for each status Define start/end dates for each meal status Define Refund rules for each status Define start/end dates for each phone status Define Refund rules for each status Copy rules to new term Create Housing assignments in Batch. SSB/EDI/Other Reporting: Form SAAECTM SHADRTM SRAWPDS SRAPRED SOAATRM SAAWATR Frequency Each Term Each Term Each Term Each Term Each Term Each Term SAAWAAD Each Term TSAWPAY SOAEQUI SHAGADR SMADFLT SFAGECR SFAGEDR Each Term Each Term Per Acad Yr Each Term Per Acad Yr Per Acad Yr Function Used by EDI ADM to XWalk Terms Used by EDI TRAN to XWalk Terms Maintains SSB Prospect Display values Maintains SSB Prospect defaults Enables SSB Admission access Enables SSB Admission access by application code Enables SSB Admission access by curriculum elements Enables SSB Deposit Payment access Maintains Quick Start Exclusions Maintains rules for SSB Grad Apps Maintains CAPP Compliance defaults Maintains Programs for Gainful Employment Maintains Detail Codes for Gainful Employ Fields / FYI Define date range and term values Define date range and term values Update TERM values Update Term values Enter start/end dates Enter start/end dates Enter start/end dates Copy rules and edit dates available Update terms if using Quick Start Update Grad Terms and Dates Update term if specified Add new Curricula if applicable Add new Detail codes if applicable Other Banner Initial Setup Forms Common Matching GTVCMSC, GORCMDD, GORNAME / GORNPNM, GORCMSC, GORCMRL, GORCMUS, GUAINST Curriculum Rules STVLEVL, STVCAMP, STVCOLL, STVDLEV, STVDEGC, STVCIPC, STVMAJR, STVDEPT, STVSTSP SMAPRLE, SOACTRL, SOACURR, SORCACT, SORCSTS, SHACTRL, SFAGECR, SFAGEOR, SFACPLR SORLCDF – To be defined each log in session Communication Plans STVCPLN, STVCGRP, GTVPARA, GTVLETR, STVMATL, STVDPMR, STVINIT GUAPARA, GUALETR, SOADPMR, SOAMATL, SOACGRP, SOACPLN, SOACOMM SSB Prospects STVPREL, STVLEND, STVWACK, STVWPIC, SRAWPRO, SRAPRED, SRAWPDS, SRAWACK, SAAERUL Ellucian Confidential & Proprietary Page 4 of 11 [Client Name] SSB Admission STVAPLS, STVASTA, STVWSCT, STVWSCF, STVWAPP, STVADMR, STVAPST, STVAPDC, TTVPTYP SAAWUDQ, SAAWAPP, SOAATRM, SAAWATR, SAAWAAD, SAAWADP, SAAWADF, TGADEPX SOAXREF, SAAERUL, SAAECRL. SOAXCUR, SAAWCUR SSB Faculty/Advisor STVGMOD, STVPROC, SOAFACS, SOAFAPC, SOAROLE, GTVSDAX Group: FACWEB SSB Person and Schedule GUAPPRF, GOAADRL, GOADIRO, GUASRVY, SOAWDSP, SOATERM GTVSDAX: WEBGEN, SCHBYDATE, DISP%L; GTVSDAX Group: STUWEB, HEOA% Admissions (Roles, Rating, Regionalization) SOAAROL, SOAADAS, SAARRCT, SAARRFT, SAARRDF, SOAEPSC, SOAGEOR GTVSDAX: REGION General Person/Student SGACLSR, GORMEDR, GORRACE, GTVSDAX: SVS%ADDR, GTVSDAX Group: INTERNATIONAL Registration SHARPTR, SFARMSG, SFAEPRT, GTVSDAX Groups: WEBREG, REGISTRATION Academic History Grades: SHAGPAR, SHACTRL, SHAGRDE, SHAGRDS, SHAINCG, SHARPTR, SHAGEDI, GTVSDAX/MIDTERM Grade Book: SHARPAR, SHARTYP, SHAGRUL, SHAGSCH, SHAGCOM Transfer Articulation: SOABGTA, SHATGRD, SHATATC, SHATATR Transcript: SHATPRT, SHAWTRR, SHRTRNS, GTVSDAX: NAMEWTRAN SSB Grad Apps: SHAGADS, SHAGELR, SHAGADR Ceremony Attire: SHAGRDD, SHASIZE CAPP SMAPRLE, SMAPROG, SMAALIB, SMAAREA, SMAGLIB, SMAGROP, SMACPRT, SMAWCRL, SMADFLT GTVSDAX: WEBCURR, AQ4PIPES, QUEUETIME, GTVSDAX Group: PREREQUISITES, PIPETIMEOUT Accounts Receivable TGACTRL, TGACPRF, TGAUPRF, TSACTRL, TSATPRL, SFAGEDR, TGADEPX GTVSDAX: WEBDETCODE, 1098_YEAR, TIV_PRIOR, FLATTOMAX, POPSEL (for TGRAPPL), Group: IBAN Tapeload STVTAPE, STVTPFD, STVPREL, STVINFC, SORDLIM, SRATPFD, SOTCNVT, SRATPTS, SAAERUL, SRARITC (for Recruiter also RORINTR) Credit Card: Use the Credit Card Handbook 1. Payment Server running 2. Java Payment client running 3. GTVSDAX: DEFAULT, WEBCCADDR, PMTSERVR; WPAYADDR; GTVSDAX Group: CRDCARDPMT, WEB%CCID 4. Banner GTVCCRD, GTVPROC, GORCCRD, GOAMERC 5. Web Tailor Parameters: CC% and either Touchnet, EPOS or IPAY 6. For Adm App: STVWAIV, SAAWADP, SAAWADF For Transcript: STVWPYO, STVWSSO, SHAWTRR, SHATPRT For Deposits: TTVPTYP, TGADEPX, TSAWPAY 7. Frequently, testing the credit card set up requires the use of dummy credit card numbers as well as billing addresses with zip codes in specific ranges. If errors are encountered, confirm the address zip code. Ellucian Confidential & Proprietary Page 5 of 11 [Client Name] End of Day Processes (Feeding to Finance) The minimum required steps are in bold. Banner Form for ID SFAREGS: Fee Assess SLARASG TSASPAY TSASPAY: Aid Disburse TSAISTL TSAISTP/TSAAREV TSAAREV: Apply Tran TSAUNAP TSAAREV: Apply Tran TGACREV TGACSPV Batch Job SFRFASC SLRFASM TSRCBIL RPEDISB TSRLBOX TSPISTA TSPISTT TGRAPPL TGRUNAP TGRAPPL TGRCLOS TGRCLOS TGRFEED TGRCSHR TGRRCON TGRAGES Function Process Registration Fees Process Housing Fees Apply Credits (Exemptions/Waiver and 3rd Party) Disburse Financial Aid Lock Box transfer of funds Assign Auto Install plan Post Auto Install plan Apply payments to charges (Zero Balance Column) Unapply payments from charges (restore Balance) Apply payments to charges (Zero Balance Column) Close open Cashier sessions Finalize closed cashier sessions Feed to Finance (Save output) Change Finalized to Reported Reconciliation Report (Save output) Aging report for AR reconciliation (Save output) TGRFEED moves all Finalized transactions into GURFEED and all refund transactions into GURAPAY. Many schools prefer to save copies of these tables for later review prior to running any further jobs. The application or payment detail data specifically is “lost” after the data is moved to the finance tables FURFEED and FURAPAY. If the jobs are being run by a functional user, FURFEED should be run in View mode (aka Audit) to identify the feed document numbers (application of payment transactions will always feed in their own document). The user can then run GURDETL to store a record of the data on GURFEED. The steps below can then continue. FURFEED Moves the data from GURFEED table to FURFEED table (Save output) FURAPAY Moves the data from GURAPAY table to FURAPAY table FGRTRNI Translates data to finance values FGRTRNR Error Report process FGRACTG Posts transactions to the ledger TGRRCON Reconcile AR to Finance (Save Output) If refunds were part of the feed, then these additional processes are also required. FAAONLC FAABATC Selects invoices for online check processing FABCHKS Batch Check Process FABCHKP Check Print Process FABCHKR Disbursement Register Process FABCHKA Check Accounting Process FGRACTG Post transactions to ledger Student users can identify if a check has been printed by using FAIVNDH and searching by student ID. Feeding in summary or detail is controlled on FTMSDAT. Query for FGBTRNI option code ACTRECV and the data field at the bottom will say either SS for suspense/summary or SD for suspense detail. Suspended journal records need to be reviewed by Finance users on FGAJVCD or FGAJVCM. Ellucian Confidential & Proprietary Page 6 of 11 [Client Name] Banner End of Term Checklist 1. SHAGRDE – Grade Code Maintenance Form Maintains all of the institutions grading symbols, quality points, and to associate the symbol with a Grading Mode. Grades are level specific and may be defined for each level. Grades need to be created only once. 2. SHAGRDS – Grade Code Substitution Form Entries are checked when a Grade is posted to a student’s records to ensure that the Grade posted is in agreement with the Grading Mode the student selected for the course. Substitute Grades need to be created only once. This may be irrelevant if GTVSDAX GMODGRD is Y. 3. SFRSLST – Class Roster Process (JOB SUBMISSION) Produce Class Rosters to be distributed to Instructors for Grading. Alphabetizes SFASLST and SFAALST. Identifies courses with missing grades. Produces rosters for Pending Graduates. No Midterm field. 4A. SFASLST – Class Roster Form Found in the Registration Module Main Menu. Enter Grades. You have the option of Rolling the Grades to History directly from this form by each CRN. Grades can also be queried by Degree status (i.e. only display students with Pending degree records). Contains Midterm but not Last Attendance Date. 4B SFAALST – Class Attendance Roster Form Found in the Registration Module Main Menu. Can be used just like the Class Roster Form (SFASLST) to enter Grades 4C. SFPAGRD – Auto Grade Assignment Process (JOB SUBMISSION) This process is used to define an Incomplete or institutionally assigned grade to outstanding, ungraded students. 5. SHRROLL – Grade Roll to Academic History Process (JOB SUBMISSION) This process rolls Grades stored on the Class Roster Form (SFASLST) and/or the Class Attendance Roster Form (SFAALST) to Academic History. Mid-term grades are not rolled. It produces a SHAINST term record, a Term GPA heading record, a Level GPA heading record, all tables in SHATCKN, and a record on SHAGCOL. The roll process will also create/update SHADEGR records if designated by SOACTRL/SOACURR/SGASTDN curriculum roll ind. This process can be run numerous times. Once grades are rolled to history, transcripts for currently enrolled students will not be available until the GPA is updated. 6. SHARPTR – Repeat/Equivalent Course Rule Form Maintains the rules used to determine when to include or exclude a Repeated/Equivalent course in the student’s GPA. Repeat Limit and Repeat Max Hours on the Basic Course information form (SCACRSE) work with these rules. Equivalent Course information (SCADETL) is also referenced during processing. 7. SHRRPTS – Repeat/Equivalent Course Check Report Process (JOBSUBMISSION) This process checks Courses Rolled to History for Repeat/Equivalents based on the rules established on SHARPTR, SCACRSE, and SCADETL. (8). SHRCONV – Calculate GPA Conversion Process (JOB SUBMISSION) This job should ONLY be run if the school calculates campus specific GPA statistics. It has no parameters and is always run in update mode. All Academic History tables are locked when this job is submitted. It is recommended this job be run after business hours so no users are locked (it can run for several hours). 9. SHRCGPA – Calculate GPA Process (JOB SUBMISSION) Calculation of the GPA is performed in batch using this stand-alone process. This job needs to be run twice. The first run should use the Collector table (parm 2 = C) to update any historical terms that have excluded grades due to the Repeat process. Ellucian Confidential & Proprietary Page 7 of 11 [Client Name] 10. SHRCGPA – Calculate GPA Process (JOB SUBMISSION) The second run of this job will calculate both Term and Cumulative GPA (parm 2 = A or R). A value of A processes all IDs with a SHRTGPA record for the term selected. A value of R processes GPAs for all ID with a pending SHRGCOL (grade mailer) record for that term. This can be especially helpful if you want to review GPAs for all students with grade changes. The following jobs should not be run until all grades have been collected. They should be run in the order designated below: 11. SHAACST – Academic Standing Rules Establishes the rules used to determine a student’s End of Term standing (Academic, Dean’s List, Progress, and Combined). Rules are Student Level and or College specific. If standing is not “calculated” for a given term (summer, winter) “dummy” rules need to be defined to copy the standing code of the previous term into the “non-calculated” term. These “dummy” rules should be removed or “future termed” after processing is finished. 12. SHRASTD – Calculate Academic Standing Process (JOB SUBMISSION) Uses the rules established on the Academic Standing Rules form (SHAACST) to calculate Academic and/or Dean’s List standings. This can also update max hours for a future registration term. 13. SHRPREV – Progress Evaluation Process (JOB SUBMISSION) Uses the rules established on the Academic Standing Rules form (SHAACST) to calculate Progress and/or Combined standings. This can also update max hours for a future registration term. 14A. SOACTRM – Continuant Terms Rule Form 14B. SOACSCP – Continuant Student Centric Period Rule Form Provide the rules for which Terms constitute consecutive enrollment in order to accurately update Student type. A rule must be built for each student type that needs to be updated. 15. SHRTYPE – Student Type Update Process (JOB SUBMISSION) This process will create/update the General Student Form (SGASTDN) with the designated student type value referenced on the Student Type validation table (STVSTYP) according to the term rules on the Continuant Terms Rule form (SOACTRM/SOACSCP). The students must have an enrollment record on SFAREGS of the rules term that permits registration for the creation/update to occur. If the Next Student Type field on STVSTYP is null, no update will occur. The remaining four jobs are optional but strongly recommended. 16 SFRRGAM – Registration Admin Messages Report (JOB SUBMISSION) This process identifies students with registration error messages. If “In Progress” or “Include Attempted Hours” functionality was used during registration, then this report can identify students who did not pass their in progress pre-reqs or who no longer meet class restrictions and should therefore be dropped from their courses. 17 SHRGRDE – Grade Mailer Process (JOB SUBMISSION) Grade Mailers can be produced by Level for students who have Grades Rolled to History. Duplicate Mailers can be requested on SHAINST if Original grade mailers were “printed”. In the electronic age, paper mailers are rarely produced but a few students do need paper grade reports. It is recommended that this job be run to database so that the duplicate grade mailer request functionality can be used to easily print a grade mailer for a single student. . Students who have had grade changes will have a revised grade mailer status. 18. SFRFFMN – Feedback Monitor Students Process (JOB SUBMISSION) This process is used to flag students using a popsel that are required to be monitored by faculty. Frequently these students are those at risk of falling to suspension. It can be run multiple times for the same term. 19. SFRNOWD – Title IV Withdraw Pending Status Change (JOB SUBMISSION) Check for students that received Failing or Withdraw grades in all courses and determine if they need to be fully withdrawn from the institution. Ellucian Confidential & Proprietary Page 8 of 11 [Client Name] The following two steps may be part of end of term processing but will most likely be used at a point during the semester whenever the incomplete deadline occurs. 20 SHAINCG – Incomplete Grade Rule Form This rules form controls the activation of Incomplete Grade processing, whether instructors are able to edit the default Incomplete grade, whether faculty are able to edit the default incomplete date due (increase, decrease, any or none) or whether the students can see the roll to grade and date online. It is term effective. 21 SHRCINC – Incomplete Grade Process (JOB SUBMISSION) This process is used to automatically update incomplete grades to final grades. If any incomplete grade is found on Academic History for any course within the specified terms, and its grade extension date is less than or equal to the current system date, it is selected for processing. The job automatically updates the gpa for that term upon posting the new grade record. A future date parameter allows the job to be run in Audit mode for a period in the future. Additional OPTIONAL steps: 22 SOATERM – Term Control Form: Disabling SSB options There are several controls that institutions may wish to disable on this form Uncheck Permit: ensures that any historical term processing which may result in additional charge transactions will require the permit to be re-enabled. This should help remind the user to notify Student Accounts and Finance that historical term transactions were created and facilitate accurate fiscal year end processing. Base Part of Term: Web Processing Controls Grade Display Controls, Faculty and Advisor Controls, Web CAPP Controls, Catalog Search Controls, Schedule Search Controls 23 TSATERM – Accounts Receivable Term Control: Disabling SSB options Uncheck the Enable Term box to remove the term code from the term selection drop down in SSB 24 SMRBCMP – Batch Compliance Process: Facilitating Financial Aid SAP (JOB SUBMISSION) This job was updated in 8.5.3 to populate a new table for Satisfactory Academic Progress which is reviewed using SHISAPP. This is only possible if CAPP is used as the degree audit system. A new purge job, SMPCSAP has also been added which can be used to purge these records. Ellucian Confidential & Proprietary Page 9 of 11 [Client Name] There are various purge jobs provided by Banner which may be relevant to run at the end of a term as well. SFPFAUD and TGRAPPH are strongly recommended. If you are using CAPP pre-requisites, it is also best to run SMPCPRG prior to opening registration each term. SAPADMS – Admission Purge Process: This process is used to purge a term of Admissions records (including Admission ratings and Decisions), Highschool, College, Test Score (these three via parameter options), Transfer work (if no General Student records), Mail Tracking data (only if it is associated with admissions records), and Interests and Contacts (if no Recruit or Student data exists). Admission IDs with registration or academic history can be skipped. SARETPG – Electronic App Purge Process: This process is used to purge data from SAAEAPS by date range, application type, source, term, or process indicator. SFPENRL – Enrollment Verification Request Purge: This process is used to purge Enrollment Verification request records. SFPFAUD – Purge Fee Assessment Audit: Running this once at the end of the term can help keep Fee Assessment running smoothly as long as the last Fee Assessment record is always retained (parm 5 = Y). RECOMMENDED SFPREGS – Registration Purge Process: This process is used to purge Registration records and can optionally include purging Time status, Gradebook Components and Subcomponents, and Registration Audit records. If a student has a pending Fee Assessment, they will not be purged. SFPWAIT – Waitlist Enrollment Purge Process: This process is used to purge registration waitlist records. It will also reset the waitlist count on SSASECT and can optionally purge Waitlist notification records. SFRFFPG – Faculty Feedback Purge Process: This process is used to purge Faculty Feedback records. SGPCOOP – Cooperative Education Purge Process: This process is used to purge SGACOOP records using term or with activity prior to a supplied date. SGPHOLD – Holds Purge Process: This process is used to purge SOAHOLD records if the hold is expired based on either Expired date or Activity date. Specific Hold types can be specified. SGPSTDN – General Student Purge Process: This process is used to purge General Student data if the student has no registration records for the terms provided. Records will not be purged if the student has active holds, records in SHAINST, or active Graduation Application records that have not rolled to Outcomes. For records that are purged, their associated Communication Plans, Contacts, and Interests will also be purged. SHPTAEQ – Transfer Articulation Purge Process: This process is used to purge Transfer Articulation (SHATAEQ) records for students with no registration records. SHPTRTC – Transcript Request Purge Process: This process is used to purge Transcript Request records from SHARQTC. This is most helpful for school who offer a certain number of free transcripts but do only include official transcripts in that count as requests can be purged by transcript type if desired. SIPASGN – Instructor/Term Rule Purge Report: This process is used to optionally purge Non-Instructional and/or Instructional assignment records. SLPHOUS – Housing Module Purge Process: This process is used to purge Housing application, room, meal, and/or phone records. Housing Fee Assessment must not be pending for a record to be purged. SMPCPRG – Compliance Purge Process: This process is used to purge CAPP degree audit records. The last audit can be retained. It is common to run this as registration start of term setup if CAPP pre-requisites are used in the schedule. SMPCSAP – SAP Purge Process: This process is used to delete compliance data related to SAP records. Ellucian Confidential & Proprietary Page 10 of 11 [Client Name] SOPAPPT – Appointment Purge Process: This process is used to purge Person Appointment records by date range. SOPLCPG – Curriculum Purge Process: This process is used to purge Inactive SORLCUR/SORLFOS records that are also non-current. For General Student records, only those curriculum records (and related SORLFOS records) that are not current in any term, will be purged. Purged records are archived on SOIHCUR (SORHCUR/SORHFOS). SRRINQR – Recruits Never Applied to Institution Purge Process: This process is used to purge Recruit records by parameter term for records equal or greater than that term code as long as there are no Admission records for that pidm with matching curriculum records. Highschool, Prior College, and Test scores can be optionally purged. Deletes will also be performed on Comm plan, Sources, Interests, Cohorts, Mail, and Recruit record comments. SRTPURG – Electronic Prospect Purge Process: This process is used to purge records loaded into the Temp tables by SRTLOAD. SSPSCHD – Schedule Purge Process: This process is used to purge Schedule crn records by Term. All terms less or equal to the parameter term will have CRNs with no registration data purged. The job will create a history record on the non-functionally accessible SCRSECT table. It is recommended that the SFPREGS job be run prior to this one. SURDELT – Communication Removal Process: This process is used to purge Communication Plan records based on various parameter options. TGPBILL – Billing Purge Process: This process is used to purge Account records but they will only be purged if the transaction balance is zero and the absolute value of the Sum Balance equals the absolute value of the Sum Amount fields. Otherwise, no records for that PIDM will be purged. Application of Payment records are also purged as well as Memo and Deposit records. Transactions are selected by date. TGPSTMT – Statement Purge Process: This process is used to purge TGISTMT records by Pop Sel. TGRAPPH – Application of Payment Archive History Process: This process transfers TBRAPPL records that have been unapplied and already fed out of TBRAPPL to an archive table. This greatly speeds up TGRAPPL and TGRUNAP processing and should be done at least once each fiscal year. RECOMMENDED TGRCDEL – Cashier Delete Process: This process is used to purge Cashier session header records by date range and session range as long as those sessions have been fed to Finance. It does not purge account transaction detail, only headers as seen on TGACSPV. TGRCOMP – Comment Purge Process: This process is used to purge Accounts Receivable Comments from TGACOMC. Ellucian Confidential & Proprietary Page 11 of 11
