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].

4 Definitions

5 Procedure

5.1 ISIR Imports not utilizing the TD Client and SAIG Mailbox within Regent Award

Actors

• Student

• Any user with appropriate permissions

• ISIR

• Regent Award

Pre-condition

• ISIR file has been placed in the SAIG mailbox by CPS.

Basic Flow

1. The user retrieves ISIR files from the SAIG mailbox and uploads them to the Regent File Watcher (FW) sFTP ISIRLoad_FW folder.

2. Regent Award checks for the file, and if a file is detected, begins the ISIR import process.

3. The user reviews the process log to determine the status

   1. If a failure, determine the cause and:

      1. Resolves the issue, or

      2. Contacts Regent Client Support

4. Regent Award runs the automated ISIR matching process to match an ISIR(s) to an existing student record.

Post -condition

• ISIR file has been matched to student.

Alternative Flow

1. The user imports the ISIR files into Regent Award

   1. Navigates to Processes and Import Process

      Open

      

   2. Selects “Import ISIR” process type

   3. Selects the files

   4. Clicks “Import”

   5. Reviews the process log to determine the status

      1. If a failure, determine the cause and:

         1. Resolves the issue, or

         2. Contacts Regent Client Support

   6. Regent Award runs the automated ISIR matching process to match an ISIR(s) to an existing student record.

5.2 ISIR Imports utilizing the TD Client and SAIG Mailbox within Regent Award

Actors

• Student

• Any user with appropriate permissions

• ISIR

• Regent Award

Pre-condition

• ISIR file has been placed in the SAIG Unprocessed sFTP folder from CPS by the TD Client.

Basic Flow

1. ISIR files are automatically retrieved from CPS via the TD Client and placed in the SAIG Unprocessed sFTP folder.

2. The user navigates to the SAIG Processes and Receive Files

   1. Identifies and selects the specific message class and or file(s)

   2. Clicks “Receive Selected SAIG Files”

3. If configured to automatically import, Regent Award checks for the file, and if a file is detected, begins the ISIR import process.

4. If configured to manually import, the user:

   1. Navigates to Processes and Import Process

      Open

      

   2. Selects “Import ISIR” process type

   3. Selects files from the SAIG Unprocessed sFTP folder

   4. Click “Import”

   5. Reviews the process log to determine the status

      1. If a failure, determine the cause and:

         1. Resolves the issue, or

         2. Contacts Regent Client Support

   6. Regent Award runs the automated ISIR matching process to match an ISIR(s) to an existing student record.

Post -condition

• ISIR file has been matched to student.

5.3 ISIR Correction Exports not utilizing the TD Client and SAIG Mailbox within Regent Award

Actors

• Student

• Any user with appropriate permissions

• ISIR

• Regent Award

Pre-condition

• Correction have been made to ISIRS

Basic Flow

1. The user:

   1. Navigates to Processes and Export Process

   2. Selects the “Export ISIR Correction” process type

   3. Selects export criteria

   4. Clicks “Export”

   5. If a saved parameter set has been created, navigates to the Saved Parameter Sets:

      1. Identifies the appropriate Parameter Set Name

      2. Selects “Execute Process”

2. Regent Award places the file in the respective sFTP folder.

3. The user reviews the process log to determine the status

   1. If a failure, determine the cause and:

      1. Resolves the issue, or

      2. Contacts Regent Client Support

   2. Transmits the file using SAIG Mailbox not configured in Regent Award.

Post -condition

• ISIR Correction files have been successfully transmitted to CPS

5.4 ISIR Correction Exports utilizing the TD Client and SAIG Mailbox within Regent Award

Actors

• Student

• Any user with appropriate permissions

• ISIR

• Regent Award

Pre-condition

• Correction have been made to ISIRS

Basic Flow

1. The user:

   1. Navigates to Processes and Export Process

   2. Selects the “Export ISIR Correction” process type

   3. Selects export criteria

   4. Clicks “Export”

   5. If a saved parameter set has been created, navigates to the Saved Parameter Sets:

      1. Identifies the appropriate Parameter Set Name

      2. Selects “Execute Process”

   6. Reviews the process log to determine the status

      1. If a failure, determine the cause and:

         1. Resolves the issue, or

         2. Contacts Regent Client Support

2. If configured to automatically transmit, Regent Award checks for the file, and if a file is detected, begins the ISIR correction transmission process.

3. If configured to manually transmit, the user navigates to the SAIG Processes and Send Files

   1. Select Files Pending Transmission and process type

   2. Identifies and selects file(s)

   3. Clicks Send

   4. Reviews the transmitted files log to determine status

Post -condition

• ISIR Correction files have been successfully transmitted to CPS