Regent Operational Guidebooks

Owned by Dena Hewitt-Cameron (Unlicensed), created
Last updated: Jun 04, 2024 by Jennifer Flora Black
2 min read

Overview

Operational Guidebooks (OGBs) provide schools with the information needed to navigate through the various wizards and processes in the Regent product such as:

  • Performing verification via the ‘ISIR Verification/ Correction Wizard’

  • Creating a cost adjustment via the 'Adjust Cost' Wizard

  • Inserting a student break via the 'Student Breaks' Wizard

  • Processing a program change via the ‘Program Management Wizard’

  • Adding an award via the 'Add Award' Wizard (AAW)

  • Managing awards via the 'Modify Award Wizard' (MAW)

  • Packaging or updating an individual Academic Plan via the 'Modify Academic Plan' Wizard (MAP)

The OGBs include use cases that schools can utilize as a stand alone operational process document or incorporate into the school's Standard Operational Policies/ Procedures (SOPs.) Related Customer Zone Knowledge Base (CZKB) articles and links are incorporated in the documents (where applicable.)

Through each iteration of the implementation, the Regent team will direct schools to the appropriate OGBs that correspond with the iteration.

Document Layout

All OGBs have been constructed with a standard outline.  The web pages listed below can be exported to a word format so that schools can choose to edit/modify the document for their specific operational processes. The components include: 

  • Header table

  • Purpose

  • Scope

  • Roles and Responsibility

  • Definitions

Additional components are:

  • Procedure and Use Case

    • Actors

    • Pre-conditions

    • Basic Flow

    • Post-conditions

    • Alternative Flow (where applicable)  

    • Related Customer Zone Knowledge Base (CZKB) articles and links (where applicable)

The components above can be updated in the school’s version of the document to include specific User Roles and detailed operational processes.  

OGB by Title

User OGBs

Administrator/ Configuration OGBs

 

 

 

Change Log

Date

Description of Change

Editor

Date

Description of Change

Editor

May 29, 2024

Removed link to page for Pell COA Override OGB and archived that page. That wizard is not currently supported for FAY 2024-2025.

Jennifer Black

May 30, 2024

Archived and removed obsolete OGB pages:

Jennifer Black

June 4, 2024

Added link to separate newly created page for https://regenteducation.atlassian.net/wiki/x/AQDF9Q

MAP page content was previously on Running Batch Packaging. Moved content into its own OGB.

Jennifer Black