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SOP Title: Data Conversion

Document #:

{}

Revision #:

1.0

Effective Date:

MM/DD/YYYY

Author:

{NAME}

Reviewer:

{NAME}

Approver:

{NAME}

1.    Purpose

These procedures will guide {INSERT TEAM NAME} through list process(es)

2.    Scope

The {INSERT TEAM NAME} will be impacted by this procedure.

3.    Roles and Responsibility

{INSERT ROLE or DEPT NAME} with a {define role} will be responsible for list action

{INSERT ROLE or DEPT NAME} will be responsible for list action share.

4.    Definitions

TERM

Definition

Term

Definition

5.    Procedure

5.1. Run Execute Rebuild Processes after an Updated SBL for Import Award File has been loaded to Processes rebuild data for a batch of students at one time 

Actors

  • User with appropriate permissions

  • Regent Award

...

  • SBL 

  • Import Award

...

  • file 

Pre-condition

...

  • Updated SBL and or Import Award file has been loaded and could possibly allow several students stuck in the Conversion Processes: Review Queue to be

...

  • Processes 

Basic Flow

  1. The user:

    1. Navigates to the COD Rebuild Processes under Processes on the left tool

...

    1. bar 

    2. Clicks on Execute Rebuild

...

    1. Processes 

    2. Clicks on Refresh until the Progress column updates

...

    1. 100% 

Post-condition

  • Student who can be Processed is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.2 No Course Data

Actors

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

...

  • SBL 

Pre-condition

  • Student is stuck in the Conversion Processes: Review Queue with the Status of “No Course

...

  • Data” 

Basic Flow

  1. The user:

    1. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for a student with the Status of “No Course

...

    1. Data” 

...

    1. Scrolls to the bottom of the Conversion Wizard screen and confirm that there are no non-transfer current courses for the

...

    1. student 

    2. In the SIS,

...

    1. registers the student for current

...

    1. courses 

...

    1. Generates an updated SBL from the

...

    1. SIS 

      1. If student has a program with no course data, follow alternative Processes

...

      1. flow  

        1. Depending on the urgency of the situation

...

        1. an SBL can be generated manually, or it can be

...

        1. generated at the scheduled nightly

...

        1. run 

...

    1. Uploads the SBL to REGENT

...

    1. AWARD 

    2. Clicks the “Refresh” button in

...

    1. the Conversion

...

    1. Wizard 

    2. Clicks “Save” in the Conversion

...

    1. Wizard 

    2. Clicks the “Execute Rebuild

...

    1. Processes” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks “Finalize Student

...

    1. Conversion” 

    2. If there are no other data issues, a box will pop up that says “Student Conversion

...

    1. Successful” 

Alternative Flow

  1. Clicks on Add Academic

...

  1. Year 

  2. @Academic Year Number – Select Academic Year

...

  1. Select terms associated to the program to create an

...

  1. AY 

  2. @ Federal Award Year – Select appropriate FAY (2020-2021) 

  3. Clicks “Save” on Modify Student Academic

...

  1. Year 

    1. Clicks override if presented on the Academic

...

    1. Year 

  1. Clicks “Save” on REGENT AWARD Conversion Processes: Review

...

  1. Student 

  2. Clicks “Execute Rebuild

...

  1. Processes” 

  2. Clicks “Check Rebuild

...

  1. Status” 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion

...

  1. Successful” 

    1. If student record did not Processes, review error message and Processes via OGB for the error message

...

    1. presented 

Post-condition

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.3 Failed to match payment period for import award disbursement 

Actors

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

  • Import Award Disbursement

...

  • File 

Pre-condition

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of “Failed to match payment period for import award

...

  • disbursement” 

Basic Flow

  1. The user:

    1. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for a student with the Status of

...

    1. “Failed to match payment period for import award

...

    1. disbursement” 

    2. Navigates to the portion of the Conversion Wizard that displays the “All Imported

...

    1. Awards” 

    2. Find the imported award that has an error in the “Award Message”

...

    1. column 

    2. Clicks the carrot to Opens the details of the imported

...

    1. award 

    2. Examine the disbursement dates of the imported award to determine which disbursement(s) may fall outside of the Award

...

    1. Period 

    2. Make the necessary adjustments to the award and disbursements to ensure that all disbursements fall within the designated Award

...

    1. Period 

      1. For COD originated awards when appropriate, make any required changes to the awards and disbursements at COD on the web.  This will also require that the web response file be imported into Regent

...

      1. Award 

      2. When making updates to awards in the SIS,

...

      1. care should be taken that if disbursements are moved to another award, that the gross and net award amounts will need to be updated

...

      1. appropriately 

    1. Once the changes have been made in the SIS, a new Import Award file for the student will need to be generated and imported into REGENT

...

    1. AWARD 

...

    1. Confirms in the Processes Log that the Import Award file imported properly. 

    2. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for the student in

...

    1. question 

    2. Clicks the “Execute Rebuild

...

    1. Processes” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks “Finalize Student

...

    1. Conversion” 

    2. If there are no other data issues, a box will pop up that says “Student Conversion

...

    1. Successful” 

      1. If student record did not Processes, review error message and Processes via OGB for the error message presented

Post-condition

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.4 All AY modification records must be in the 'Ready to Package'

...

status 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of “All AY modification records must be in the 'Ready to Package'

...

  • status” 

Basic

...

Flow 

  1. The user:

    1. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for a student with the Status of

...

    1. “All AY modification records must be in the 'Ready to Package'

...

    1. status” 

      1. In the scenario where a student has the message

...

      1. “At least one import disbursement had a validation error.  At least one import award disbursement failed to

...

      1. Process” in the “All

...

      1. Imported Awards” section of the Conversion

...

      1. Wizard 

...

        1. Finds the imported award that has an error in the “Award Message”

...

        1. column 

        2. Clicks the carrot to Opens the details of the imported

...

        1. award 

...

        1. Examines the disbursement dates of the imported award to determine which disbursement(s) may fall outside of the Award

...

        1. Period 

...

        1. Makes the necessary adjustments to the award and disbursements to ensure that all disbursements fall within the designated Award

...

        1. Period 

          1. If necessary, make any required changes to the awards and disbursements at COD on the web.  This will also require that the web response file be imported into Regent

...

          1. Award 

    1. In the scenario where a student has the message “Overlapping Academic Year” in the

...

    1. “Adjust Academic Years and $0

...

    1. Disbursements” section of the Conversion

...

    1. Wizard 

...

      1. Identifies which Academic Years overlap. 

...

      1. Identifies which of the overlapping Academic Years are correct based on the loan information

...

      1. provided 

      2. For the incorrect Academic Year, Clicks the “Edit” button on the right of that Academic

...

      1. Year 

...

      1. Adds or

...

      1. removes terms to adjust the Academic Year appropriately.  Once you are satisfied with the selected terms, Clicks the “Save”

...

      1. button 

    1. In the scenario where a student has the message “Shortened BBAY” in the

...

    1. “Adjust Academic Years and $0

...

    1. Disbursements” section of the Conversion

...

    1. Wizard 

      1. For the incorrect Academic Year, Clicks the “Edit” button on the right of that Academic

...

      1. Year 

...

      1. Adds or

...

      1. removes terms to adjust the Academic Year appropriately.  Once you are satisfied with the selected terms, Clicks the “Save”

...

      1. button 

        1. If

...

        1. they get the following message: Term Based Programs require at least 1 Term to be specified in each Loan

...

        1. Period 

          1. Clicks on “Advanced Edit” in the Loan Period

...

          1. section 

...

          1. Selects the terms in the Academic

...

          1. Year 

          2. Clicks

...

          1. “Save” 

    1. In the scenario where An Academic Plan does not exist for this student – Regent Award could not create an academic year based on the program and the terms on the import award

...

    1. data 

...

      1. Identifies if the terms on the import award data are configured to apply to the student’s

...

      1. program 

      2. If not

...

      1. , updates the terms on the import award

...

      1. data 

...

      1. Imports updated Import Award

...

      1. file 

  1. Opens or on the Conversion Wizard for the student in

...

  1. question 

  2. Clicks

...

  1. “Save” 

  2. Clicks the “Execute Rebuild

...

  1. Processes” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion

...

  1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes: Review

...

  • Queue 

5.5 One or more Payment Periods could not be resolved for a COD Rebuild

...

award 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

  • COD Rebuild

...

  • File 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of “One or more Payment Periods could not be resolved for a COD Rebuild

...

  • award” 

Basic

...

Flow 

  1. The user:

    1. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for a student with the Status of “One or more Payment Periods could not be resolved for a COD Rebuild

...

    1. award” 

    2. Clicks on

...

    1. Student  

    2. Clicks on the Academic

...

    1. Year  

...

    1. Identifies the award that has the error associated with it in the “Message” column in the section of the Conversion Wizard labeled

...

    1. “Adjust Academic Years and $0

...

    1. Disbursements” 

      1. Please note that there may be more than one award/disbursement with the error message.  This will require you to follow the procedures to update the payment period for all

...

      1. disbursements Image Modified

...

    1. Identifies the award in

...

    1. question 

    2. Clicks the carrot to Opens the details of the

...

    1. award  

    2. Clicks the “Edit” button to the right of the award to expand the disbursement

...

    1. details 

    2. In the column labeled “Payment Period Override”

...

    1. selects the payment period that the disbursement should be

...

    1. associated 

    2. Clicks the “Update” button to the right of the

...

    1. award  

    2. Clicks the “Save” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Execute Rebuild

...

    1. Processes” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks “Finalize Student

...

    1. Conversion” 

    2. If there are no other data issues, a box will pop up that says “Student Conversion

...

    1. Successful” 

      1. If

...

      1. they get the following message: COD data has been imported, but not Processed yet – check the Processes log for error, (if there are multiple loans with this message, it may help to Processes one loan at a time) 

        1. Clicks

...

        1. refresh  

...

        1. Repeats steps g through n  

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.

...

6 At least one disbursement for this award has a $0 amount that may not actually be $0 and needs to be

...

reviewed  

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of “At least one disbursement for this award has a $0 amount that may not actually be $0 and needs to be

...

  • reviewed” 

Basic

...

Flow 

  1. The user:

    1. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for a student with the Status of

...

    1. “At least one disbursement for this award has a $0 amount that may not actually be $0 and needs to be

...

    1. reviewed” 

    2. Clicks on the “Data Conversion Wizard” button on the far right.  A new tab will Opens with the student

...

    1. information  

    2. Scroll down and use the drop-down arrows to find the $0

...

    1. transaction  

    2. Confirm what the amount of the transaction should

...

    1. be  

    2. Clicks the edit button to the right of the $0

...

    1. transaction  

    2. Adjust the “Current Amount” to the proper

...

    1. amount  

    2. Clicks the “Update” button to the far right of the $0

...

    1. transaction  

    2. Clicks the “Save” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Execute Rebuild

...

    1. Processes” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks “Finalize Student

...

    1. Conversion” 

    2. If there are no other data issues, a box will pop up that says “Student Conversion

...

    1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.

...

7 Error Processing batch data for Student. Error Msg: BBAY Modification Loan Period for Year #1 has a FAY that is not possible for the date range. 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of “Error Processing batch data for Student [xxxx]. Error Msg: BBAY Modification Loan Period [xxxx – xx/xx/xxxx – xx/xx/xxxx] for Year #1 has an FAY (XXXX) that is not possible for the date range.

...

  • ” 

Basic

...

Flow 

  1. The user:

    1. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for a student with the Status of

...

    1. “Error Processing batch data for Student [xxxx]. Error Msg: BBAY Modification Loan Period [xxxx – xx/xx/xxxx – xx/xx/xxxx] for Year #1 has an FAY (XXXX) that is not possible for the date range.

...

    1. ” 

    2. Carefully examine the Loan Period Begin and End dates compares to the Federal Award Year for the awards in the top section of the Conversion Wizard titled

...

    1. “Adjust Academic Years and $0

...

    1. Disbursements” 

    2. If their Federal Award Year does not coincide with the Loan Period start and end dates, change the Federal Award Year of the award to the correct Federal Award Year in the SIS. 

    3. Once the changes have been made in the SIS, a new Import Award file for the student will need to be generated and imported into REGENT

...

    1. AWARD 

    2. Confirm in the Processes Log that the Import Award file imported properly. 

    3. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for the student in

...

    1. question 

    2. Clicks the “Save” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Execute Rebuild

...

    1. Processes” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks “Finalize Student

...

    1. Conversion” 

    2. If there are no other data issues, a box will pop up that says “Student Conversion

...

    1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.8 AY Modification for Academic Year is invalid. A Term should be contained in this modification and is not included or AY Modification is invalid. A Term that should anchor the AY is not included or Import award disbursement's payment period is not contained by the award period or the award period was not

...

found 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of “AY Modification for Academic Year is invalid. A Term should be contained in this modification and is not

...

  • included” 

Basic

...

Flow 

  1. The user:

    1. Navigates to the Conversion Processes:  Review

...

    1. Queue 

    2. Opens the Conversion Wizard for a student with the Status of

...

    1. “AY Modification for Academic Year is invalid. A Term should be contained in this modification and is not

...

    1. included” 

      1. In the scenario where a student has the message “Shortened BBAY” in the

...

      1. “Adjust Academic Years and $0

...

      1. Disbursements” section of the Conversion Wizard, Clicks the “Edit” button to the right of the Academic

...

      1. Year 

        1. Add or remove terms to adjust the Academic Year appropriately.  Once you are satisfied with the selected terms, Clicks the “Save”

...

        1. button 

      1. In the scenario where a student has the message “Unable to package student (RNA.PackageStudent) ….. or Error Processing batch data for Student…. 

        1. Review term on the Import Award data and confirm terms on the import award data are configured to apply to the student’s

...

        1. program 

        2. If not update the terms on the import award

...

        1. data 

        2. Import updated Import Award

...

        1. file 

    1. Opens or on the Conversion Wizard for the student in

...

    1. question 

    2. Clicks the “Save” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Execute Rebuild

...

    1. Processes” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

    1. Wizard 

    2. Clicks “Finalize Student

...

    1. Conversion” 

    2. If there are no other data issues, a box will pop up that says “Student Conversion

...

    1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.9 Import award amount doesn't equal the sum of its

...

disbursements 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of “Import award amount doesn't equal the sum of its disbursements.” And, 

  • Student is in the Import Award

...

  • Queue 

Basic

...

Flow 

The FA User: 

  1. Navigates to the Conversion Processes:  Review

...

  1. Queue 

  2. Opens the Conversion Wizard for a student with the Status of

...

  1. “Import award amount doesn't equal the sum of its disbursements.

...

  1. ” 

  2. Navigates to the portion of the Conversion Wizard that displays the “All Imported

...

  1. Awards” 

  2. Find the imported award that has an error in the “Award Message”

...

  1. column 

  2. Clicks the carrot to Opens the details of the imported

...

  1. award 

  2. Examine the data in the “Award Amount” column for the award and compare that with the combined total of all supporting disbursements in the “Gross Amount”

...

  1. column 

  2. If there is a difference in the values of the “Award Amount” and the total of the “Gross Amount” for all disbursements, changes to the award will need to be made in the SIS.  Depending on the situation, a disbursement may be missing, or the award amount may be too high. 

  3. Once the changes have been made in the SIS, a new Import Award file for the student will need to be generated and imported into

...

  1. Regent Award  

  2. Confirm in the Processes Log that the Import Award file imported properly. 

  3. Navigates to the Conversion Processes:  Review

...

  1. Queue 

  2. Opens the Conversion Wizard for the student in

...

  1. question 

  2. Clicks the “Save” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Execute Rebuild

...

  1. Processes” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion

...

  1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.

...

10 AY modification has an invalid Federal Award Year assigned to

...

it  

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue with the Status of

...

  • “AY modification has an invalid Federal Award Year assigned to

...

  • it” 

Basic

...

Flow 

The FA User: 

  1. Navigates to the Conversion Processes:  Review

...

  1. Queue 

  2. Opens the Conversion Wizard for a student with the Status of

...

  1. “AY modification has an invalid Federal Award Year assigned to

...

  1. it” 

  2. Locate the Academic year with the error and Clicks the “Edit” button to the right of the Academic

...

  1. Year 

  2. Update associated Federal Award Year appropriately.  Once you are satisfied with the selected Federal Award Year, Clicks the “Save”

...

  1. button 

    1. If the FAY is incorrect on the IA data, an updated IA file must be imported to resolve the

...

    1. issue 

  1. Clicks the “Save” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Execute Rebuild

...

  1. Processes” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion

...

  1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.11 Term's start/end dates outside of the BBAY Modification effective date range – The AY dates on the COD data

...

or created based on the IA data does not match the configured terms that make up the AY. 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue

...

  • with an error message

...

  • “Term's start/end dates outside of the BBAY Modification effective date

...

  • range” 

Basic

...

Flow 

The FA User: 

  1. Navigates to the Conversion Processes: Review

...

  1. Queue 

  2. Opens the Conversion Wizard for a student with an error message “Term’s start/end dates outside of the BBAY Modification effective date

...

  1. range” 

  2. Locate the Academic Year where the AY dates do not match the term configure dates and Clicks the Edit button to the right of the Academic

...

  1. Year 

  2. Update the AY begin and end dates on the left by selecting the appropriate terms and adding them to the

...

  1. right 

  2. If the term already exists on the right, remove it and re-add it. 

  3. Clicks the “Save” button on the Modify Student Academic Year

...

  1. page 

  2. Clicks “Override” box to the left of the edit

...

  1. button 

  2. Clicks the “Save” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Execute Rebuild

...

  1. Processes” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion

...

  1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

 

5.12 AY modification skips a term that should exist - Import award data does not have a disbursement for each term in the IA start date and end date. 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue

...

  • with an error message

...

  • “AY modification skips a term that should

...

  • exist” 

Basic

...

Flow 

The FA User: 

  1. Navigates to the Conversion Processes: Review

...

  1. Queue 

  2. Opens the Conversion Wizard for a student with an error message “AY modification skips a term that should

...

  1. exist” 

  2. At the academic year Clicks on edit, the Modify Student Academic Year will

...

  1. populate 

  2. Review the terms on the right to determine if there is a gap between

...

  1. terms 

  2. Select the missing

...

  1. term on the left and Clicks the plus button to add the term that is missing in the AY on the

...

  1. right 

  2. Clicks the “Save” button on the Modify Student Academic Year

...

  1. page 

  2. Clicks “Override” box to the left of the edit button for the Academic

...

  1. Year 

  2. Clicks the “Save” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Execute Rebuild

...

  1. Processes” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion Successful”

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.

...

13 Remaining plan cannot be anticipated – Student’s cumulative units exceed the number of units required to complete their

...

program 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue

...

  • with an error message

...

  • “Remaining plan cannot be

...

  • anticipated” 

Basic

...

Flow 

The FA User: 

  1. Navigates to the Conversion Processes: Review

...

  1. Queue 

  2. Opens the Conversion Wizard for a student with an error message “Remaining plan cannot be

...

  1. anticipated” 

  2. Determine how many units the student is over the required units to complete the

...

  1. program 

  2. Processes a course adjust using the Course Adjustment

...

  1. OGB 

  2. Navigates back to the data conversion wizard for the

...

  1. student 

  2. Clicks the “Save” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Execute Rebuild

...

  1. Processes” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks the “Check Rebuild Status” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion

...

  1. Successful” 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue 

5.

...

14 Import Award Validation Issue – Student’s record could not Processes via the automation

...

Processes 

...

Actors 

...

  • Student 

  • User with appropriate

...

  • permissions 

  • Regent

...

  • Award 

Pre-

...

condition 

  • Student is stuck in the Conversion Processes:  Review Queue

...

  • with an error message

...

  • “Import Award Validation

...

  • Issue” 

Basic

...

Flow 

The FA User: 

  1. Navigates to the Conversion Processes: Review

...

  1. Queue 

  2. Opens the Conversion Wizard for a student with an error message “Import Award Validation

...

  1. Issue” 

  2. Clicks the “Save” button at the top of the Conversion

...

  1. Wizard 

  2. Clicks “Finalize Student

...

  1. Conversion” 

  2. If there are no other data issues, a box will pop up that says “Student Conversion

...

  1. Successful” 

Alternative Processes

...

Flow 

  • Other Data Conversion Error message that can only be resolve via updated IA, SBL and/or COD data

...

  • files 

  1. At least one disbursement for this award is missing supporting Import Award Disbursement data - COD data is missing Import Award

...

  1. data 

  2. AY Modification contains terms from multiple tracks -Student has Import Award data in multiple term tracks

...

  1. IDs 

  2. AY modification skips a term that should exist - Import award data does not have a disbursement for each term in the IA start date and end date. 

    1. For

...

    1. example 

      1. AY includes terms Fall, Winter, Spring and Summer

...

      1. optional 

      2. Student has an IA with Award Year Start and End dates as 8/31/2020 - 8/21/

...

      1. 2021 

      2. Student only attended Fall, Spring Summer so the IA data does not include a disbursement amount for

...

      1. Winter 

      2. IA data should include a disbursement for the Winter term for

...

      1. $0 

    1. Resolution is to add the missing term via the Data Conversion Wizard or provide the missing term with the $0 amount on the IA

...

    1. file 

  1. No program -A program must be

...

  1. provided for Regent Award to build an Academic Plan and Processes the rebuild

...

  1. data 

  2. Term was not found in the Academic Plan program or institution - Import Award data includes terms that are not associated to the student's

...

  1. program 

  2. Per Institutional settings Import Award data is required to support this Rebuild Award - IA file must include awards for COD Data that is being rebuild in Academic Year and

...

  1. later 

  2. AY Modification contains terms from multiple tracks - Import Award data contains terms from multiple track or terms from BBAY and SAY programs.  School must resolve via updates to the IA

...

  1. file 

  2. A Track Change has been detected in BBAY Modification - Import Award data contains terms for a SAY program and a BBAY program which indicates a possibility of a track change. School must resolve via updates to the IA

...

  1. file 

  2. Import Award requires a fund budget, but no fund budget was found for Import Award Disbursement – School must

...

  1. update the fund budget via the Fund Setup OGB to Processes this student's record. 

  2. Unable to create award for "Fund Name", fund requires ISIR and valid ISIR not available or does not match grade level. At least one import award disbursement failed to Process. - Student's record must have a valid ISIR for the Import Award fund to Processes. Once received Navigates to the student's conversion wizard and Processes the student's record by

...

  1. Clicking on the button (Save etc.) at the top of the page. 

  2. Import award disbursement's payment period is not contained by the award period or the award period was not found - Make sure the Award start and end dates on the IA file matches the term start and end dates.

  3. Value cannot be null or At least one Import Award disbursement failed to Process - This error could mean one of the following: 

    1. Import Award, Award Start and End dates do not match the term start and end dates.

    2. Import Award should not include an award for a term that is not

...

    1. anticipated 

    2. Import Award Payment Period start, and end dates must match a configured term in Regent

  1. Internal RNA Error - issue with non-COD import

...

  1. Award 

Post-

...

condition 

  • Student is successfully converted and is no longer in the Conversion Processes:  Review

...

  • Queue