SOP Title: Enrollment Level Setup | ||
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. Adding Enrollment Levels
Actors
- User with appropriate permissions
- Regent Award
Pre-condition (The planning process when adding a new or updating existing enrollment level and documenting other configuration areas that need to be updated)
- Enrollment Level does not exist in Regent Award.
- Enrollment is added to the [Client] EnrollmentLevel_Setup_Template
Basic Flow
- The user creates a Customer Zone (CZ) ticket requesting Regent to copy the Production data to the QA environment.
- Regent Account Manager updates CZ ticket once the restore is completed.
- The user adds the Enrollment Level in the QA environment:
- Navigates to the Enrollment Level Setup
- Clicks on Administration
- Clicks on Enterprise Setup
- Navigates to the Enrollment Level Setup
- Clicks on Institution Setup
- Clicks on Campus Setup
- Clicks on the Enrollment Level
- Clicks on the “Add Enrollment Level” button
- Enters “Name” and “External Enrollment Level ID”
- Defines the number of units for each enrollment level for the following (as applicable:)
- Full Time Maximum and Minimum
- ¾ Maximum and Minimum
- ½ Maximum and Minimum
- ¾ Maximum and Minimum
- Less than ½ Maximum and Minimum
- Defines the number of units and courses to use for anticipation packaging for each enrollment level.
- NOTE: Schools can choose to configure either number of units or number of courses.
- Clicks “Save”
- NOTE: Enrollment levels will be assigned to programs during the Program Configuration process. Refer to the Program Profile Maintenance Operational Guidebook.
- After all the Enrollment Levels have been added, the user performs the following steps:
- Clicks on Administration
- Clicks on [Client] (the Enterprise level)
- Clicks on the Reload RNA Setup button
NOTE: After making changes to ANY section of the configuration setup, clicking on the Reload RNA Setup button will apply and activate the changes in the system.
- The User validates the updated information in QA.
- Once the user validates the configuration and ensures accuracy, the user will make the same changes in Production.
Post-conditions
- The Enrollment Level is added to Regent Award
Alternative Flow
- User updates existing Enrollment Level Setup
- Follows navigation steps above
- Chooses existing Enrollment Level Setup up and clicks “Edit”