Banner Student Release Guide. Release 8.5 November 2010

Transcription

1 Banner Student Release 8.5 November 2010

2 Trademark, Publishing Statement and Copyright Notice SunGard or its subsidiaries in the U.S. and other countries is the owner of numerous marks, including SunGard, the SunGard logo, Banner, PowerCAMPUS, Advance, Luminis, DegreeWorks, fsaatlas, Course Signals, and Open Digital Campus. Other names and marks used in this material are owned by third parties SunGard. All rights reserved. Contains confidential and proprietary information of SunGard and its subsidiaries. Use of these materials is limited to SunGard Higher Education licensees, and is subject to the terms and conditions of one or more written license agreements between SunGard Higher Education and the licensee in question. This PDF is certified for use with Adobe Readers, version 6.x and higher. Some elements of this PDF may not render properly when viewed using earlier versions of the Acrobat Reader, or with other PDF viewing applications. In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization s own choosing. Prepared by: SunGard Higher Education 4 Country View Road Malvern, Pennsylvania United States of America Customer Support Center Website Documentation Feedback Distribution Services Address distserv@sungardhe.com Revision History Log Publication Date November 2010 Summary New version that supports Banner Student 8.5 software.

3 Banner Student 8.5 Contents Introduction Enhancements for Cumulative Documentation Section 1 Study Paths Fee Assessment - Functional Overview Study path rule types Study paths in audit history Study path charges for section fees Fee assessment processing with study paths Refund by total and clearing accounts Study path learner curriculum record sequence numbers Fee assessment examples Self-Service account details for study paths Banner Accounts Receivable and study paths Account details Study path sequence number Customer service inquiry Payment detail query Set up study paths with fee assessment Changed forms Registration Fee Assessment Audit History Form (SFAFAUD) Registration Fee Assessment Rules Form (SFARGFE) Term Control Form (SOATERM) November 2010 Banner Student Contents

4 Section 2 Study Paths Fee Assessment - Technical Changed tables Fee Assessment Audit Table (SFRFAUD) Registration Fees Table (SFRRGFE) Transaction Global Fee Assessment Temporary Table (SFTFEES) Term Base Table (SOBTERM) Changed package SFKFEES New Banner view Student Study Path Name for Fee Assessment Audit View (SOVFSPN) Changed Banner view SFVFAUD Changed library SOQOLIB Changed APIs sb_term sb_studypath_name New scripts Section 3 Miscellaneous Enhancement XML transcript updates Section 4 Problem Resolutions Class Schedule module Recruiting module Admissions module General Student module Banner Student 8.5 November 2010 Contents

5 Registration module Academic History module CAPP module Validation forms November 2010 Banner Student Contents

6 6 Banner Student 8.5 November 2010 Contents

7 Introduction This release guide documents Release 8.5 of the Banner Student System. Release 8.5 includes enhancements and problem resolutions. Enhancements for 8.5 This document describes the following enhancements, which are new for Release 8.5. Study Paths in Fee Assessment Study paths can be used in fee assessment processing in Banner Student and can be associated with posted charges in Banner Accounts Receivable. Two new fee assessment rule types are provided for use with study paths. The audit history data also includes study path information. An indicator is used to determine whether study path data is stored with a charge, when the charge is generated from section fees. Miscellaneous Enhancement This section includes updates to the XML transcript. The PESC/XML Transcript Export Process (SHRPESE) has been modified to display courses and GPAs by student centric period without term details in the.xml output. Cumulative Documentation This document provides detailed information about the Banner Student 8.5 release only. Banner Student 8.5 is a cumulative release that also includes enhancements, RPEs, and problem resolutions delivered in the Student release. For complete documentation about this interim release, please refer to the interim release guide identified in the table that follows. Release Number Contents Release Date Registration Prerequisite Checking with DegreeWorks, Advanced Queuing, Regulatory Updates for GRE, AMCAS, Peterson, ACT, ACT EOS, HEOA September 2010 November 2010 Banner Student 8.5 7

8 8 Banner Student 8.5 November 2010

9 1 Study Paths Fee Assessment - Functional Overview This section discusses using study paths in Banner Student for fee assessment processing and posting charges related to study paths in Banner Accounts Receivable. Two new fee assessment rule types are provided for use with study paths. These rules can be used in addition to the existing rule types. The audit history data also includes study path information. An indicator is used to determine whether study path data is stored with a charge, when the charge is generated from section fees. Two Banner views are used with learner curriculum record sequence numbers associated with study paths. The account detail in Banner Student Self-Service displays charges by term with study paths. Study path information is also displayed in Banner Accounts Receivable for Student for account detail, billing, customer service inquiry, and payment detail query. Please see the Banner Student Self-Service 8.5 and the Banner Accounts Receivable 8.2 for more information. Study path rule types Two rule types have been added to Registration Fee Assessment Rules Form (SFARGFE) for use with study paths. The STUDYPATH (study path) and STUDYPATH_ATTR (study path with course attribute) rule types can be used to assess charges by study path. This allows course liable hours to be grouped by study path for a course and student. The study path sequence number, charge, and detail code can be posted to the student s account for billing. Fields for Residence and Session have been added to the Student Curriculum block. The following occurs in the Student Curriculum block when either the STUDYPATH or STUDYPATH_ATTR rule type is selected in the Key Block. The Residence and Session fields are displayed. The Curricula field is hidden. You cannot enter the curriculum priority. The Student Curriculum tab label changes to read Study Path. The Student Curriculum Rules block label changes to read Study Path Rules. November 2010 Banner Student Study Paths Fee Assessment - Functional

10 When the existing rule types for STUDENT, CAMPUS, ATTR, or LEVEL are selected, the Curricula field is displayed, and the Residence and Session fields are hidden. The tab label reads Student Curriculum, and the block label reads Student Curriculum Rules. When the STUDYPATH rule type is used, you must enter at least one curriculum value in the Study Path Rules block before a rule can be saved. When the STUDYPATH_ATTR rule type is used, you must enter at least one curriculum value in the Study Path Rules block, as well as a course attribute in the Registration Charges and Fees block before a rule can be saved. Study paths in audit history The following data on the Registration Fee Assessment Audit History Form (SFAFAUD) is used with study paths: The Rule Type field displays the STUDYPATH or STUDYPATH_ATTR rule type from SFARGFE when either of those rules types is used. The study path sequence number used for the assessment is displayed in the Value field when either the STUDYPATH or STUDYPATH_ATTR rule type is used. The Value 2 field displays the course attribute code for the study path when the STUDYPATH_ATTR rule type is used. The Study Path Name field displays the study path name that was used to calculate the charge when either the STUDYPATH or STUDYPATH_ATTR rule type is used. This is populated by the sb_studypath_name API. Study path charges for section fees An indicator on the Term Control Form (SOATERM) is used to control whether study path data is stored with a charge, when the charge is generated from section fees. The Section Fees by Study Path checkbox can be found in the Registration Fee Assessment section of the Controls block in the main window. This field is associated with the SOBTERM_SECTIONFEE_IND column on the SOBTERM table. When a CRN has section fees in SSADETL, and the course in registration has an associated study path, and the Section Fees by Study Path checkbox is checked (set to Y), the following processing occurs. The fee assessment process stores the study path sequence number in the SFRFAUD table and displays it on the SFAFAUD form. The process posts the study path sequence number to the TBRACCD table with the section fee charge and displays it on the TSAAREV form with the section fee charge. When the no study path exists for the course in registration and the Section Fees by Study Path checkbox is unchecked (set to N), no study path information is populated in SFRFAUD or TBRACCD. 10 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Functional

11 Fee assessment processing with study paths Fee assessment uses the STUDYPATH and STUDYPATH_ATTR rule types on SFARGFE for fee assessment processing. These new rule types work with the existing rule types, so a student can add and drop courses with or without study paths. When a percentage refund is in effect, a penalty is charged during assessment. The STUDYPATH and STUDYPATH_ATTR rule types can be used with all types of fee assessment including: flat fee assessment with overload flat fee assessment with no overload per credit processing refund by total processing refund by course processing The process examines the registration status and date to determine whether penalty assessments are used to calculate fee assessment based upon a changed registration record. refund by overall enrollment status processing Refund by overall enrollment status looks at the overall enrollment status, not the individual study path enrollment status. section fees processing Section fees are stored on the TBRACCD record for the student. SFKFEES processes section fees from SSADETL by study path, when a study path is associated with a course in registration, and the Section Fees by Study Path checkbox is checked (set to Y). swapping processing An even swap of dropped and added courses does not incur a penalty. When a student has more added courses than dropped courses, no penalty is applied. When a student has more dropped courses than added courses, a penalty is applied for the net difference. Using the STUDYPATH and STUDYPATH_ATTR rule types with fee assessment produces the following results: Course liable hours are grouped by study path sequence number (and course attribute) for a student s charges. Liable hours are assessed according to the curriculum/study path the courses are applied to. Liable hours are subtotalled by study path sequence number for a single study path entry into the SFRFAUD table. November 2010 Banner Student Study Paths Fee Assessment - Functional

12 The study path sequence number and the SORLCUR sequence number are stored on the SFRFAUD table. Charges and fees are stored in the TBRACCD table by detail code and study path sequence number. Refund by total and clearing accounts When refund by total is used with clearing accounts, the assessed penalty is charged to the clearing account detail code specified on SFARFND. The study path data is not posted to the clearing account that is charged for the penalty. The penalty is not pro-rated across multiple study paths when the refunded charges come from multiple study paths. When refund by total is used without clearing accounts, the assessment is pro-rated, and the penalty is applied to the refunded detail codes using the percentage calculations that are in effect. Study path learner curriculum record sequence numbers Two Banner views are used with SORLCUR sequence numbers associated with study paths: The Student Study Path Name for Fee Assessment Audit View (SOVFSPN) is used to search on and select a given SORLCUR sequence number that is attached to a study path. Columns have been added to the Registration Fee Assessment Audit History View (SFVFAUD) for the SORLCUR sequence number associated with the study path and the course attribute for the study path rule. The f_learner_study_path_name function in the sb_studypath_name API has been modified to use the SORLCUR sequence number if it exists. A new LCUR_SEQNO parameter has been added to the function. When the LCUR_SEQNO parameter is Null, existing logic (SOVSPNM) is used to retrieve the study path name from the primary curriculum. When the LCUR_SEQNO parameter is Not Null, the new SOVFSPN view is used to retrieve the study path name based on the LCUR_SEQNO value. The study path name returned from the function is displayed on the SFAFAUD form. New messages have been added for SORLCUR records. When you attempt to delete an SORLCUR record that was used for fee assessment, a warning message is displayed. Warning: This curriculum record was used for fee assessment. Do you want to continue? Yes, Cancel. You must select Yes to continue. 12 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Functional

13 When you attempt to inactivate the last SORLCUR record on a study path, a warning message is displayed. Warning: This may affect fee assessment. Yes, Cancel. You must select Yes to continue. The existing message used when the last SORLCUR record on a study path was deleted was displayed after the deletion occurred and the changes were saved. Now it is displayed before the record is deleted and requires a response. Warning: This will affect fee assessment. Yes, Cancel. You must select Yes to continue. Fee assessment examples Here are some examples of fee assessment rules using study paths (STUDYPATH) and study paths with course attributes (STUDYPATH_ATTR). Example for STUDYPATH rule A student is admitted with two curriculum records. Study paths 1 and 2 are created. Learner Curriculum Level Campus College Degree Major Study Path 1 GR M BU MBA ACCT 1 2 GR M BU MA MARK 2 Fee assessment rules exist for the STUDYPATH rule type for students with a level of GR. Rate codes exist for the student. # Rule Type Detail Code Hourly Rate Min Chrge The student registers for courses that are applied to two different study paths where the fee assessment rules use per credit charges. Student enrollment Max Chrge The student s enrollment is as follows. Liable Hrs From Liable Hrs To Flat Chrge Hrs Flat Chrge Amt Stud Curric (Lvl) Study Path Major 1 STUDYPATH T GR ACCT 2 STUDYPATH T GR MARK November 2010 Banner Student Study Paths Fee Assessment - Functional

14 Course Course Registration Status Credit Hours Billing Hours Study Path RE RE RE The rule type of STUDYPATH is applied: only to coursework that is assigned to a study path per study path, but is not applied as a total of all study path work which meets the student curriculum criteria The student is charged: $ from rule 1 ($ per credit) for 12 billing hours associated with study path 1 $ from rule 2 ($ per credit) for 3 billing hours associated with study path 2 Student account record The following data is applied to the student s account (TBRACCD and TSAAREV). Detail Code Amount Study Path T T Student audit history record The following data is stored in the student s fee assessment audit history (SFRFAUD and SFAFAUD). Detail Code Rule Type Amount Student Liable Hours Rule Liable Hours Flat Fee Overload Hours Overload Fee T103 STUDYPATH STUDYPATH Note: Total of non-dropped hours for assessment is T102 STUDYPATH STUDYPATH Note: Total of non-dropped hours for assessment is Study Path 14 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Functional

15 Detail Code Rule Type Amount 0.00 Student Liable Hours Rule Liable Hours Flat Fee Overload Hours Overload Fee Study Path Note: Total of non-dropped hours for assessment is Example for STUDYPATH_ATTR rule The student is admitted with two curriculum records. Study paths are created. Learner Curriculum Level College Degree Program Study Path 1 UG AS BA BA-HISTORY 1 2 UG AS BS BSC-COMPUTER 2 The student has two study paths. The institution charges different fees for courses with attributes, depending on the program of study to which the courses are applied. No other rule types are in use. Rules Study Path Criteria Liable Hours # Detail Code Per Credit Min Chrge Max Chrge Course Attribute * Level Program From To 1 ATT LIBA UG BA-HISTORY ATT LIBA UG BSC-COMPUTER ATT MSCI UG BA-HISTORY ATT MSCI UG BSC-COMPUTER * The course attribute code for the degree program comes from the Attribute Validation Form (STVATTR). Code LIBA MSCI Description Liberal Arts Math or Science Student enrollment The student s enrollment is as follows. November 2010 Banner Student Study Paths Fee Assessment - Functional

16 Course The rule type of STUDYPATH_ATTR is applied: only to coursework that is assigned to a study path and an attribute code per study path and attribute combination, but is not applied as a total of all study path work which meets the student curriculum criteria The student is charged: $ from rule 3 ($80.00 per credit) for 8 billing hours associated with study path 1 and attribute MSCI $ from rule 1 ($70.00 per credit) for 4 billing hours associated with study path 1 and attribute LIBA $ from rule 4 ($85.00 per credit) for 3 billing hours associated with study path 2 and attribute MSCI Student account record Course Registration Status Credit Hours Billing Hours Study Path Course Attribute RE MSCI RE LIBA RE MSCI The following data is applied to the student s account (TBRACCD and TSAAREV). Detail Code Amount Study Path ATT ATT ATT Student audit history record The following data is stored in the student s fee assessment audit history (SFRFAUD and SFAFAUD). Detail Code Rule Type Amount Student Liable Hours Rule Liable Hours Flat Fee Overload Hours Overload Fee Study Path Value 2 ATT1 STUDYPATH_ATTR MSCI STUDYPATH_ATTR MSCI Note: Total of non-dropped hours for assessment is Banner Student 8.5 November 2010 Study Paths Fee Assessment - Functional

17 Detail Code Rule Type Amount ATT2 STUDYPATH_ATTR LIBA STUDYPATH_ATTR LIBA Note: Total of non-dropped hours for assessment is ATT1 STUDYPATH_ATTR MSCI STUDYPATH_ATTR MSCI Note: Total of non-dropped hours for assessment is Student Liable Hours Rule Liable Hours Note: Total of non-dropped hours for assessment is Flat Fee Overload Hours Overload Fee Study Path Value 2 Self-Service account details for study paths The Account Detail for Term page (bwskoacc.p_viewacctterm) displays charges by term with study paths, when study paths are used, and the Display Study Paths checkbox is checked on the Student Billing Control Form (TSACTRL). Charges are grouped by study path under the subheading of the study path name. Charges are sorted in ascending order by study path sequence number for the term in the TBRACCD table. Charges are sorted in date order within the study path. When multiple study path sequence numbers exist, a subheading is created for each study path name, and the associated charges are listed. General charges are displayed first in ascending order by date. When no study path information exists, all charges for the term are displayed as general charges without a study path subheading. Credits and payments are then listed, and the summary totals are displayed. The naming rules created on SOACTRL determine whether the study path name is displayed. Banner Accounts Receivable and study paths Study path information can be viewed on the following forms: Account Detail Review Form - Student (TSAAREV) Student Billing Control Form (TSACTRL) Student Account Detail Form (TSADETL) Customer Service Inquiry Form (TSICSRV) Student Payment Detail Query Form (TSIQACT) November 2010 Banner Student Study Paths Fee Assessment - Functional

18 Account details The Study Path field on the Account Detail Review Form - Student (TSAAREV) and the Student Account Detail Form (TSADETL) displays the study path sequence number from the TBRACCD table for the study path used to create the charge from the fee assessment rule. The sequence number is for the current and active study path for the term, using the rules from SOACTRL. The Study Path field is displayed when the Display Study Paths checkbox is checked on the Student Billing Control Form (TSACTRL). You can query on the study path sequence number to view the query balance by study path for the student. You can enter a study path when a new charge is entered. You cannot enter a study path for a payment transaction. You cannot change a study path on an existing transaction. Use List to see valid study path values for the student for the term when data is entered or queried. The Student Study Paths (SGVSTSP) pop-up window is displayed. It contains information on the term, the study path sequence number, the study path name, and the study path status. When no study paths are available for the term, the message Term Code required for Study Path values is displayed. Use Duplicate Item to view the study path name for the current and active curriculum record for the student for the term. It is displayed in the Study Path Name (TSAAREV) pop-up window. The study path name is determined using the field name components on SOACTRL. If no current and active curriculum record exists for the study path and term, the message No Current and Active Curriculum exist for this Study Path and term is displayed. Study path sequence number The Display Study Paths checkbox on the Student Billing Control Form (TSACTRL) is used to control the display of the study path sequence number in Banner Student Accounts Receivable and Banner Student Self-Service. When the indicator is checked, the Study Path field is displayed on the TSAAREV, TSADETL, and TSIQACT forms. It is also displayed on the Account Detail for Term page (bwskoacc.p_viewacctterm). When this indicator is unchecked, the Study Path field is hidden. Customer service inquiry The Study Path field on the Customer Service Inquiry Form (TSICSRV) displays the study path sequence number from the TBRACCD table for the study path used to create the charge from the fee assessment rule. The sequence number is for the current and active study path for the term, using the rules from SOACTRL. The Study Path field is displayed when the Display Study Paths checkbox is checked on the Student Billing Control Form (TSACTRL). You can query on the study path sequence number to view the query balance by study path for the student. You cannot change the study path sequence number. 18 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Functional

19 Charges grouped by detail code must also have the same study path sequence number. If you are using the summarize by effective date option (the Sum by Effective Date checkbox in the Key Block is checked), the charges must also have the same effective date. Payment detail query The Study Path field on the Student Payment Detail Query Form (TSIQACT) displays the study path sequence number from the TBRACCD table for the study path used to create the charge from the fee assessment rule. The sequence number is for the current and active study path for the term, using the rules from SOACTRL. It is displayed for current term charges and future current term detail. The Study Path field is displayed when the Display Study Paths checkbox is checked on the Student Billing Control Form (TSACTRL). You cannot change the study path sequence number. Set up study paths with fee assessment Use the following steps to set up study path processing with fee assessment and Banner Accounts Receivable. 1. Set up study paths in Banner Student baseline and Banner Student Self-Service. Refer to the Appendix E, Study Path Processing, in the Banner Student User Guide. 2. Create fee assessment rules on SFARGFE by STUDYPATH or STUDYPATH_ATTR rule type. 3. Use the Student Curriculum Rules block on SFARGFE to set up curriculum rules for registration. 4. Check the Section Fees by Study Path checkbox on SOATERM to control whether study path data is stored with a charge, when the charge is generated from section fees. 5. Check the Display Study Paths checkbox the TSACTRL to display study path information on TSAAREV, TSADETL, and TSIQACT. November 2010 Banner Student Study Paths Fee Assessment - Functional

20 Changed forms The following forms have been modified for this enhancement. Registration Fee Assessment Audit History Form (SFAFAUD) The Detail Audit Information window has been modified for use with study paths and study paths with attributes. The Rule Type field has been expanded. It will display the new rule types from SFARGFE for STUDYPATH or STUDYPATH_ATTR when either of those rules types is used. The study path sequence number used for the assessment is displayed in the Value field for the either of the new rule types. Two new fields have been added to the Detail Audit Information window. These fields are displayed when either of the new rule types is used on SFARGFE. The Value 2 field displays the course attribute code for the study path when the STUDYPATH_ATTR rule type is used. The Study Path Name field displays the study path name that was used to calculate the charge when either the STUDYPATH or STUDYPATH_ATTR rule type is used. This is populated by the sb_studypath_name API. Field Value 2 Study Path Name Description Displays the course attribute code for the study path when the STUDYPATH_ATTR rule type is used. Displays the study path name that was used to calculate the charge when either the STUDYPATH or STUDYPATH_ATTR rule type is used. This is populated by the sb_studypath_name API. Registration Fee Assessment Rules Form (SFARGFE) Two new rule types have been added to the Rule Type field in the Key Block. The STUDYPATH (study path) and STUDYPATH_ATTR (study path with course attribute) rule types can be used to assess charges by study path. This allows course liable hours to be grouped by study path for a course and student. The study path sequence number, charge, and detail code can be posted to the student s account for billing. New fields for Residence and Session have been added to the Student Curriculum block. 20 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Functional

21 The following occurs in the Student Curriculum block when either the STUDYPATH or STUDYPATH_ATTR rule type is selected in the Key Block. The new Residence and Session fields are displayed. The existing Curricula field is hidden. The Student Curriculum tab label changes to read Study Path. The Student Curriculum Rules block label changes to read Study Path Rules. When the existing rule types for STUDENT, CAMPUS, ATTR, or LEVEL are selected, the Curricula field is displayed, and the Residence and Session fields are hidden. The tab label reads Student Curriculum, and the block label reads Student Curriculum Rules. When the STUDYPATH rule type is used, you must enter at least one curriculum value in the Study Path Rules block before a rule can be saved. When the STUDYPATH_ATTR rule type is used, you must enter at least one curriculum value in the Study Path Rules block, as well as a course attribute in the Registration Charges and Fees block before a rule can be saved. Field Residence Session Description Residence code for the rule. List Residence Code Validation (STVRESD) Session code for the rule. List Session Validation (STVSESS) Term Control Form (SOATERM) A new indicator is used to control whether study path data is stored with a charge, when the charge is generated from section fees. The Section Fees by Study Path checkbox has been added to the Registration Fee Assessment section of the Controls block in the main window. When a CRN has section fees in SSADETL, and the course in registration has an associated study path, and the Section Fees by Study Path checkbox is checked (set to Y), the following processing occurs. The fee assessment process stores the study path sequence number in the SFRFAUD table and displays it on the SFAFAUD form. The process posts the study path sequence number to the TBRACCD table with the section fee charge and displays it on the TSAAREV form with the section fee charge. When the no study path exists for the course in registration and the Section Fees by Study Path checkbox is unchecked (set to N), no study path information is populated in SFRFAUD or TBRACCD. November 2010 Banner Student Study Paths Fee Assessment - Functional

22 Field Section Fees by Study Path Description Checkbox used to apply study path data to a section fees charge when a study path exists in registration. 22 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Functional

23 2 Study Paths Fee Assessment - Technical Changed tables The following tables have been modified for this enhancement. Fee Assessment Audit Table (SFRFAUD) Two new columns have been added to hold the course attribute for the study path rule and the SORLCUR sequence number for the study path. SFRFAUD_RGFE_RULE_VALUE_2 SFRFAUD_LCUR_SEQNO VARCHAR2(15) NUMBER(4) The comments on column are: RULE VALUE 2: This is the second course value for the RGFE rule. LCUR SEQUENCE NUMBER: The curriculum sequence number that was associated with the Study Path used to assess the fee. The length of the SFRFAUD_RGFE_TYPE column has been increased from 7 to 16, VARCHAR2(16). Registration Fees Table (SFRRGFE) Two new columns have been added to hold the residence and the session associated with the study path. SFRRGFE_STSP_RESD_CODE SFRRGFE_STSP_SESS_CODE VARCHAR2(1) VARCHAR2(1) The comments on column are: RESIDENCE: Residency status of the student for the study path. SESSION: Session that the student is attending for the study path. November 2010 Banner Student Study Paths Fee Assessment - Technical

24 The length of the SFRRGFE_TYPE column has been increased from 7 to 16, VARCHAR2(16). Two new values have been added for STUDYPATH and STUDYPATH_ATTR. These values are displayed in the Rule Type field on SFARGFE. Transaction Global Fee Assessment Temporary Table (SFTFEES) Two new columns have been added to hold the key sequence number of the study path and the SORLCUR sequence number for the study path. SFTFEES_STSP_KEY_SEQUENCE SFTFEES_LCUR_SEQNO NUMBER(2) NUMBER(4) The comments on column are: STUDY PATH SEQUENCE: Key sequence of the study path for the course registration. LCUR SEQUENCE NUMBER: The curriculum sequence number that was associated with the Study Path used to assess the fee. Term Base Table (SOBTERM) A new column has been added to control whether study path sequence number is associated with a charge that comes from section fees. The default is N. SOBTERM_SECTIONFEE_IND NOT NULL VARCHAR2(1) The comments on column is: Indicator to control whether the study path sequence number for the CRN is stored in SFRFAUD and TBRACCD when the course has a study path assigned in registration and the charge is from a section fee. Changed package The following package has been changed for this enhancement. SFKFEES The SFKFEES package has been modified for this enhancement. It uses the new STUDYPATH and STUDYPATH_ATTR rule types on SFARGFE for fee assessment processing. These new rule types work with the existing rule types, so a student can add and drop courses with or without study paths. When a percentage refund is in effect, a penalty is charged during assessment. 24 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Technical

25 The STUDYPATH and STUDYPATH_ATTR rule types can be used with all types of fee assessment including: flat fee assessment with overload flat fee assessment with no overload per credit processing refund by total processing refund by course processing The process examines the registration status and date to determine whether penalty assessments are used to calculate fee assessment based upon a changed registration record. refund by overall enrollment status processing Refund by overall enrollment status looks at the overall enrollment status, not the individual study path enrollment status. section fees processing Section fees are stored on the TBRACCD record for the student. SFKFEES processes section fees from SSADETL by study path, when a study path is associated with a course in registration, and the SOBTERM_SECTIONFEE_IND is set to Y. swapping processing An even swap of dropped and added courses does not incur a penalty. When a student has more added courses than dropped courses, no penalty is applied. When a student has more dropped courses than added courses, a penalty is applied for the net difference. Using the STUDYPATH and STUDYPATH_ATTR rule types with fee assessment produces the following results: Course liable hours are grouped by study path sequence number (and course attribute) for a student s charges. Liable hours are assessed according to the curriculum/study path the courses are applied to. Liable hours are subtotalled by study path sequence number for a single study path entry into the SFRFAUD table. The study path sequence number and the SORLCUR sequence number are stored on the SFRFAUD table. Charges and fees are stored in the TBRACCD table by detail code and study path sequence number. November 2010 Banner Student Study Paths Fee Assessment - Technical

26 New Banner view The following Banner view is new for this enhancement. Student Study Path Name for Fee Assessment Audit View (SOVFSPN) This view is used to search on and select a given SORLCUR sequence number that is attached to a study path. The following columns are in this view: SOVFSPN_PIDM SOVFSPN_TERM_CODE SOVFSPN_KEY_SEQNO SOVFSPN_LCUR_SEQNO SOVFSPN_STSP_CODE SOVFSPN_STSP_DESCRIPTION SOVFSPN_LEVL_CODE SOVFSPN_LEVL_DESCRIPTION SOVFSPN_COLL_CODE SOVFSPN_COLL_DESCRIPTION SOVFSPN_DEGC_CODE SOVFSPN_DEGC_DESCRIPTION SOVFSPN_CAMP_CODE SOVFSPN_CAMP_DESCRIPTION SOVFSPN_PROGRAM SOVFSPN_PROGRAM_NAME SOVFSPN_MAJR_CODE_1 SOVFSPN_MAJR_1_DESCRIPTION SOVFSPN_MAJR_CODE_2 SOVFSPN_MAJR_2_DESCRIPTION Changed Banner view The following view has been changed for this enhancement. SFVFAUD New columns have been added for the SORLCUR sequence number associated with the study path and the course attribute for the study path rule. 26 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Technical

27 SFVFAUD_LCUR_SEQNO SFVFAUD_RGFE_RULE_VALUE_2 The length of the SFVFAUD_RGFE_TYPE column has been increased from 7 to 16, VARCHAR2(16). Changed library The following library has been changed for this enhancement. SOQOLIB This library has been updated to issue a warning message when a user attempts to delete a curriculum record used by fee assessment for a charge related to a study path. The user can continue to delete the record or can cancel the delete process. Changed APIs The following APIs have been modified for this enhancement. sb_term This API was updated to validate the new SOBTERM column for Y/N values, and store the value in the database when records are created or updated. The following packages have been updated: sokb_term0.sql sokb_term1.sql sokb_term_r0.sql sokb_term_r1.sql sokb_term_s0.sql sokb_term_s1.sql sokd_sobterm0.sql sokd_sobterm1.sql November 2010 Banner Student Study Paths Fee Assessment - Technical

28 sb_studypath_name The sb_studypath_name.f_learner_study_path_name function has been modified to use the SORLCUR sequence number if it exists. A new LCUR_SEQNO parameter has been added to the function. When the LCUR_SEQNO parameter is Null, existing logic (SOVSPNM) is used to retrieve the study path name from the primary curriculum. When the LCUR_SEQNO parameter is Not Null, the new SOVFSPN view is used to retrieve the study path name based on the LCUR_SEQNO value. The study path name returned from the function is displayed on the SFAFAUD form. The following packages have been updated: sokb_spname0.sql sokb_spname1.sql New scripts The following scripts are delivered with this enhancement. Script Result sfrfaud_80500_01.sql Adds new columns sfrfaud_80500_02.sql Changes field size from 7 to 16 sfrfaud_80500_03.sql Adds comments on column sfrrgfe_80500_01.sql Adds new columns sfrrgfe_80500_02.sql Adds Foreign Key Constraint FK1_SFRRGFE_STSP_RESD_CODE sfrrgfe_80500_03.sql Adds Foreign Key Constraint FK1_SFRRGFE_STSP_SESS_CODE sfrrgfe_80500_04.sql Changes field size from 7 to 16 sfrrgfe_80500_05.sql Adds comments on column sftfees_80500_01.sql Adds new columns sftfees_80500_02.sql Adds comments on column sobterm_80500_01.sql Adds new column sobterm_80500_02.sql Sets column to N sobterm_80500_03.sql Changes column to Not Null sobterm_80500_04.sql Adds comment on column Note Unless otherwise noted, new scripts are run as part of the upgrade process for a release. 28 Banner Student 8.5 November 2010 Study Paths Fee Assessment - Technical

29 3 Miscellaneous Enhancement XML transcript updates The PESC/XML Transcript Export Process (SHRPESE) has been modified to display courses and GPAs by student centric period without term details in the.xml output. Note For more information on setting up and using student centric period processing, please see the Student Centric Period Processing procedure topic in Chapter 12, Registration, in the Banner Student User Guide. For more information on using XML transcripts, please see the XML Transcript Processing procedure topic in Chapter 13, Academic History, in the Banner Student User Guide. The student centric period is displayed as one continuous enrollment period that is not broken up by term. The term header is not displayed on the XML transcript for student centric periods. Terms are grouped within the student centric period for the student. After the last term with a student centric period has been printed, intervening terms without student centric periods are printed. A term that is not associated with a student centric period is displayed chronologically in the.xml file after the end of the student centric period which starts before that term begins and the beginning of the next student centric period. For example, an intersession which is not part of a student centric period, which falls between the two terms that make up the student centric period, will be printed after that student centric period. The student centric period data is substituted for the term data when the Student Centric Period Statistics checkbox is checked (set to Y) on SHATPRT. The XML transcript reports data in three scenarios when the Student Centric Period Statistics checkbox is checked. When all of a student's coursework belongs to a student centric period, data is reported by student centric period for all of the student s enrollment and/or academic history records. When some of a student's coursework belongs to a student centric period and some coursework does not belong to a student centric period, data is reported by student November 2010 Banner Student Miscellaneous Enhancement

30 centric period and by standard terms for all of the student s enrollment and/or academic history records. When none of a student's coursework belongs to a student centric period, data is reported by standard terms for all the student s enrollment and/or academic history records when no student centric period exists. When the Student Centric Period Statistics checkbox is unchecked (set to N) on SHATPRT, data is processed using standard term functionality. The process checks the term header record (SHRTTRM) for each term in the student s academic history. When the SHRTTRM_SCPS_CODE is Null for a term, the student does not have a student centric period associated with that term. In this case, the standard term information is displayed on the transcript for the academic history information. When a student has a registration record for a term but no term header record exists, the student centric period to which that term is associated is determined by: finding the general student record (SGBSTDN) that is active for the registration term using the student centric period cycle code (SGBSTDN_SCPC_CODE) from that record finding the record for that registration term in the SORSCPT table where: that term matches the SORSCPT_TERM_CODE the cycle code (SGBSTDN_SCPC_CODE) from the SGBSTDN table matches the cycle code (SOBSCPS_SCPC_CODE) in the SOBSCPS table the student centric period code from the SOBSCPS table matches the student centric period code from the SORSCPS table When the SHRTTRM_SCPS_CODE has a student centric period value for the term, that code is used to group the terms that belong to each student centric period. It also populates the Academic Session data on the transcript. The GPA totals and GPA information for the student centric period are used to populate the Academic Summary data on the transcript. Data for standard term information for the Academic Session and Academic Summary comes from SHRTGPA. When the student centric period is in effect for the term and student: Term comments for all terms are grouped together. The major that is effective for the first term of the student centric period is used. Term statistics data comes from SHRSGPA. Academic standing by term data comes from the highest term header record in the student centric period. In-progress courses are listed with the associated student centric period. Academic history data is displayed for the associated student centric period. 30 Banner Student 8.5 November 2010 Miscellaneous Enhancement

31 4 Problem Resolutions The following problem resolutions are delivered with this release. Note For comprehensive and detailed problem, impact, and resolution information for all defects corrected in this release, refer to the supplemental problem resolutions file (student80500 resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized. Class Schedule module The following problem resolutions are delivered for this module. November 2010 Banner Student Problem Resolutions

32 Object Number Summary Class Schedule - Long Section Title documentation in the Banner Student Self- Service User Guide and the Banner Faculty and Advisor Self-Service User Guide Report Description - SSPSCHD - Banner Student User Guide #1-ECAV90 #1-EUN6LA SOATERM has a checkbox for Display Long Section Description. The documentation refers to SSASYLB as populating the long section description. SSASYLB does not contain this field. Also, the 8.4 Student Self-Service User Guide, page 1-12 says: On SOATERM: To display long section descriptions, select the Display Long Section Description checkbox. The only reference is to an incorrect flow chart on page It says that if the Long Class Description (assumed to be the Long Section Description) is not selected, the system refers to SSASYLB for the long class description. It should refer to SSATEXT. If a third party product such as InfoSilem was used for scheduling, a rerun of SSPSCHD may be needed to continue scheduling. The SSPSCHD process does not purge data if it has already been run once. The first run of SSPSCHD populates the table SCRSECT with the data for the records that were purged. Once the table has been populated the process cannot be run a second time. The documentation did not notify the user that SSPSCHD could only be run one time. 32 Banner Student 8.5 November 2010 Problem Resolutions

33 Recruiting module The following problem resolution is delivered for this module. Object Number Summary SRAQUIK - Online Help #1-EBY9EP The help advised that you could check or uncheck the Registered field in the Recruit Data information on SRAQUIK. Text is: The Registered field can be checked (Y) or unchecked (N) to indicate that the recruit is registered for classes. This was misleading. The checkbox is automatically checked when a registration (SFBETRM) record exists. Admissions module The following problem resolution is delivered for this module. Object Number Summary SAAERUL - Update and Delivered Seed Data description - Banner Student User Guide, Banner Student Self-Service User Guide #1-EZR7HB In Chapter 10, Admissions, page 55, the TEST code description read SAT Definitions Rules and should have read Test Score Source Rules. This also appeared in the Student Self- Service User Guide. November 2010 Banner Student Problem Resolutions

34 General Student module The following problem resolution is delivered for this module. Object Number Summary AS_STUDENT_DATA view - Banner Student Object:Access Reporting Guide #1-EM88HW The reference to the GTVSDAX internal code of SRDNADDR should be STDNADDR in the AS_STUDENT_DATA view (page 2-57 in the 8.3 edition of the reporting guide). Registration module The following problem resolutions are delivered for this module. Object Number Summary Fee Assessment Refunding and Variable Credit Hours - Banner Student User Guide #1-B33OHY User Guide examples beginning on page needed corrections for amounts dropped, hours calculated, and results. Waitlist documentation - Banner Student User Guide #1-F7EB6P On page of the Banner Student 8.4 User Guide (Registration chapter), it stated: The Links, Corequisites, and Prerequisites radio groups (in the Include Waitlisted Courses in Student Options Error Checking section) on SOAWLTC perform error checking as follows. When these options are set to No, verification is performed to check for related coursework. This needs to be changed to:...verification is not performed Banner Student 8.5 November 2010 Problem Resolutions

35 Object Number Summary SFAMREG - Online Help #1-EMTRSA Submission Block - Submit checkbox field description. The Submit checkbox is used to indicate that the updates can be submitted for immediate online processing. This is the default (as opposed to holding the updates for later processing), unless online updates are restricted on SOACTRL. There are no settings on SOACTRL that would prevent online registration processing. The documentation should refer to the Permit checkbox on SOATERM (SOBTERM_REG_ALLOWED set to Y). SFARGFE #1-E3TSGJ By design, the Flat Charge Hours To value must be greater than the Course Overload Start Hours or the user received the following error: Course overload start hour must be less than that to flat hours. However, if (for example) the user updated the Flat Charge Hours To value to 99.00, and set the Course Overload Start Hours value to 19.00, the user could then successfully update and save the Flat Charge Hours To value of SFKEDIT1 #1-E5499K There was a typographical error in the audit trail of sfkedit1.sql version One of the lines under AUDIT TRAIL: was incorrectly commented with two equals signs ("==") instead of with two hyphens ("--"). This generated an error in SQL Plus output ("SP2-0734: unknown command beginning "== on S..." - rest of line ignored."), but did not prevent the package from compiling successfully. November 2010 Banner Student Problem Resolutions

36 Academic History module The following problem resolutions are delivered for this module. Object Number Summary Repeat/Equivalent Course Rules documentation - Banner Student User Guide #1-COUZ16 The Banner Student User Guide (page in the 8.4 version) needed to have specific examples of what repeat processing did when SCACRSE was set up with repeat hours equal to.000. The repeat hours specifies the maximum number of hours a student could earn in the course, including the first time it is taken. So when set to 0.00, basically all hours are excluded. SHRRPTS #1-3UBCV0 If a course was taken twice, once as a transfer course and once as an institutional course, and the schedule type was considered (Schedule Type Indicator checked on SHARPTR), the results on SHRRPTS differed depending on the order in which the courses had been taken. If the institutional course was taken in a later term, when SHRRPTS was run for that term, one course was excluded and the other was included. If the transfer course was taken in the later term, SHRRPTS included one course and did not consider the other course, because it had a different schedule type. 36 Banner Student 8.5 November 2010 Problem Resolutions