Welcome to SunGard SCT Banner. Introductions. Course Goals. Name Organization Title/function Job responsibilities SCT Banner experience Expectations

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Welcome to SunGard SCT Banner Selective Admissions Introductions Name Organization Title/function Job responsibilities SCT Banner experience Expectations 2

1 Welcome to SunGard SCT Banner Selective Admissions Introductions Name Organization Title/function Job responsibilities SCT Banner experience Expectations 2 Course Goals The goal of this course is to provide you with the knowledge and practice to accurately set up and run the various Selective Admissions processes 3 1

2 Agenda Overview Communication Load Secondary School Tracking Admissions Rating/Administrator Roles Regionalization Question and Answer 4 Selective Admissions Process 5 Communication Load: Introduction The Admissions and/or Recruiting offices will utilize the Communication Load process for tracking various mailings sent to prospective students that take place outside the realm of SCT Banner's communication plan processing and/or letter generation 6 2

Communication Load: Process Introduction 7 Communication Load: Set Up Objectives At the end of this section, you will be able to identify and describe all forms and processes that will be affected by

3 Communication Load: Process Introduction 7 Communication Load: Set Up Objectives At the end of this section, you will be able to identify and describe all forms and processes that will be affected by the communication load and removal processes 8 Communication Load: Rule and Validation forms GJAPCTL Process Submission Controls GTVLETR Letter Code Validation STVINIT Initials Code Validation STVMATL Material Code Validation SUAMAIL Student Mail 9 3

4 Communication Load: Set Up Review What is the purpose of the Material Code Validation Table (STVMATL)? What is the purpose of the Student Mail Form (SUAMAIL)? What is the purpose of the Letter Code Validation Table (GTVLETR)? 10 Communication Load: Day-to-Day Objectives At the end of this section, you will be able to run the Communication Load process run the Communication Removal process 11 Communication Load: Day-to-Day Running the Communication Load Process Communication Load Process (SURLOAD) Used to insert records into GURMAIL using a flat file of PIDMs as input 12 4

5 Communication Load: Day-to-Day Running the Communication Removal Process Communication Removal Process (SURDELT) Allows for the mass delete of SUAMAIL records 13 Communication Load: Day-to-Day Review List three fields on GURMAIL that can be updated using SURLOAD. Is a record created on GURMAIL if an incorrect PIDM is loaded using SURLOAD? Which form allows for the mass delete of SUAMAIL records? 14 Secondary School Tracking: Process Introduction 15 5

6 Secondary School Tracking: Set Up Objectives At the end of this section, you will be able to identify and describe all Banner forms and processes that will be utilized by the secondary school tracking views and reports 16 Secondary School Tracking: Rule and Validation forms GOASGEO Source/Background Institution Geographic SAAADMS Admissions Application SAADCRV Admissions Decisions SOAHSCH High School Information SOAPCOL Prior College Information SRARECR Recruit/Prospect Information STVSBGI Source/Background Institution Code Validation 17 Secondary School Tracking: Set Up Review What is the purpose of the High School Information Form (SOAHSCH)? What is the purpose of the Prior College Information Form (SOAPCOL)? What is the purpose of the Recruit/Prospect Information Form (SRARECR)? 18 6

7 Secondary School Tracking: Day-to-Day Objectives At the end of this section, you will be able to view high school and prior college statistical information run enrollment summary counts and rate reports based on high school and prior college data 19 Secondary School Tracking: Day-to-Day Viewing High School Information Source/Background Institution Summary Form (SOASBSM) Generates the high school data to be displayed 20 Secondary School Tracking: Day-to-Day Running the High School Information Summary Report Source/Background Summary Report (SORSBSM) Used to collect high school information similar to what is found on the Source/Background Institution Summary Form (SOASBSM) 21 7

8 Secondary School Tracking: Day-to-Day Viewing Prior College Information Prior College Enrollment Summary Form (SOAPCSM) Used to generate the prior college data to be displayed 22 Secondary School Tracking: Day-to-Day Running the Prior College Information Summary Report Prior College Summary Report (SORPCSM) Used to collect prior college summary information similar to what is found on the Prior College Enrollment Summary Form (SOAPCSM) 23 Secondary School Tracking: Day-to-Day Review What four groups of people are tracked in Secondary School Tracking? List three fields that can be queried on SOAPCSM. What is the purpose of the Prior College Summary Report (SORPCSM)? What is the purpose of the Source/Background Summary Report (SORSBSM)? 24 8

9 Admissions Rating/Administrator Roles: Process Introduction 25 Admissions Rating/Administrator Roles: Set Up Objectives At the end of this section, you will be able to create the rules and set parameters used to run the admissions rating and batch entry processes 26 Admissions Rating/Administrator Roles: Rule and Validation Forms STVRATP Admissions Rating Type Validation STVRADM Administrative Role Code Validation SOAADAS Administrator Role Rules SOAAINF Administrators Assignments SAARRCT Admissions Rating Table 27 9

10 Admissions Rating/Administrator Roles: Set Up Review Which form is used to define codes that identify all the types of ratings an institution might use? Which form allows institutions to define various types of administrator roles to be used with Regionalization processing? What is the Administrator Role Rules Form (SOAADAS) used for? 28 Admissions Rating/Administrator Roles: Day-to-Day Objectives At the end of this section, you will be able to assign rating codes enter multiple ratings per ID group applications and enter decisions review rating types and ratings for an ID view all applications for a specific date 29 Admissions Rating/Administrator Roles: Day-to-Day Entering Multiple Ratings per ID Admissions Rating Form (SAARRAT) Used to enter multiple rating types and associated ratings per individual ID 30 10

11 Admissions Rating/Administrator Roles: Day-to-Day Grouping Applications and Entering Decisions Admissions Decision and Rating Batch Entry Form (SAADCBT) Used to group their applications in multiple ways and then enter decisions for those groups all at once 31 Admissions Rating/Administrator Roles: Day-to-Day Reviewing Rating Types and Ratings for an ID Rating Review window on the Admissions Decision Form (SAADCRV) Used to review rating types and ratings for the ID and admissions application in the main window 32 Admissions Rating/Administrator Roles: Day-to-Day Viewing All Applications for a Specific Date Rating Audit Report (SARDCBT) Shows all applications updated by the Admissions Decision and Rating Batch Entry Form (SAADCBT) for a specific date 33 11

12 Admissions Rating/Administrator Roles: Day-to-Day Calculating Admissions Ratings Admission Rating Calculation Report (SARRATE) Admissions Rating Form (SAARRAT) 34 Admissions Rating/Administrator Roles: Day-to-Day Review The Admissions Decision and Rating Batch Entry Form (SAADCBT) allows you to do what two things? What field on the Administrator Role Code Validation Form (STVRADM) must be entered in order for an administrator to enter ratings? What form is used for entering multiple ratings for an individual ID? 35 Regionalization: Process Introduction 36 12

13 Regionalization: Set Up Objectives At the end of this section, you will be able to identify and describe all forms and processes that will be affected by the Regionalization process create the rules and set parameters used to process Regionalization data 37 Regionalization: Rule and Validation forms GOAPGEO Geographic Regions/Divisions by ID GOASGEO Source/Background Institution Geographic SOAADAS Administrator Role Rules SOAAINF Administrator Assignments SOAAROL Administrator Role SPAEPSC Enrollment Planning Service Rules SOAGEOR Geographic Region Rules 38 Regionalization: Rule and Validation forms STVADDA Administrator Assignment Data Element Validation STVEPSC Enrollment Planning Service Code Validation STVGEOD Geographic Region Division Codes Validation STVGEOR Geographic Region Codes Validation 39 13

14 Regionalization: Day-to-Day Objectives At the end of this section, you will be able to assign a student to an administrator display administrative roles assign geographic regions to an ID assign administrators to recruit and applicant records assign regions to individuals and to high schools 40 Regionalization: Day-to-Day Assigning a Recruit/Applicant/Student to an Administrator Administrator s Assignments Form (SOAAINF) Displays the IDs and names of everyone assigned to the administrator/ role combination identified in the key information 41 Regionalization: Day-to-Day Displaying Administrative Roles Administrator Role Form (SOAAROL) Used to display all the administrative roles assigned to the ID in the key information 42 14

15 Regionalization: Day-to-Day Assigning Geographic Regions to an ID Geographic Regions/Divisions by ID Form (GOAPGEO) Used to display the geographic regions assigned to an ID based on its addresses 43 Regionalization: Day-to-Day Assigning Administrators to Recruit and Applicant Records Administrator Assignments Process (SORAINF) Allows institutions to use the rules defined on the Administrator Role Rules Form (SOAADAS) to assign administrators to recruit and applicant records 44 Regionalization: Day-to-Day Assigning Regions to Individuals Person Geo Region/Divisions Report (GORPGEO) Used to assign regions to individuals using the data in the GORCGEO collector table in combination with the rules defined on the Geographic Region Rules Form (SOAGEOR) 45 15

16 Regionalization: Day-to-Day Assigning Regions to High Schools SBGI Geo Region/Divisions Report (GORSGEO) Used to assign regions to high schools using the high school address in combination with the region rules set up on SOAGEOR 46 Regionalization: Day-to-Day Review List two forms that may be utilized for assigning administrators to recruit or applicant records. What batch process is used to assign regions to High Schools? Can the multiple geographic regions be assigned to an individual or to an institution? 47 Course Summary/Review As a result of this course we have provided you the knowledge and experience to accurately set up and run the various Selective Admissions processes 48 16

17 Questions and Answers Thank you for your participation SunGard, the SunGard logo, SCT, the SCT logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT Matrix, SCT Plus, and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders SunGard 17

SCT Banner Student Fee Assessment Training Workbook October 2005 Release 7.2

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