SOP Title: Data Conversion | ||
Document #: {} | Revision #: 1.0 | Effective Date: MM/DD/YYYY |
Author: {NAME} | Reviewer: {NAME} | Approver: {NAME} |
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Purpose
These procedures will guide {INSERT TEAM NAME} through list process(es)
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Scope
The {INSERT TEAM NAME} will be impacted by this procedure.
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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.
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Definitions
TERM | Definition |
Term | Definition |
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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
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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
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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
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Student is successfully converted and is no longer in the Conversion Processes: Review Queue
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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.
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Navigates to the Conversion Processes: Review Queue
Opens the Conversion Wizard for a student with an error message “AY modification skips a term that should exist”
At the academic year Clicks on edit, the Modify Student Academic Year will populate
Review the terms on the right to determine if there is a gap between terms
Select the missing term on the left and Clicks the plus button to add the term that is missing in the AY on the right
Clicks the “Save” button on the Modify Student Academic Year page
Clicks “Override” box to the left of the edit button for the Academic Year
Clicks the “Save” button at the top of the Conversion Wizard
Clicks the “Execute Rebuild Processes” button at the top of the Conversion Wizard
Clicks the “Check Rebuild Status” button at the top of the Conversion Wizard
Clicks “Finalize Student Conversion”
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
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Student is successfully converted and is no longer in the Conversion Processes: Review Queue