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

5 Procedure

5.1 Student Creation   

Actors 

• User with appropriate permissions 

• Regent Award 

Pre-condition 

• Student is included on the Student Batch Load (SBL) file.  

Basic Flow 

1. At the completion of the SBL file creation process, the file is encrypted (at the discretion of the school) and automatically uploaded to the sFTP server SBL File Watcher folder, StudentBatchLoaded_FW. 

   1. Regent’s FileWatcher retrieves and processes the file to load the content into Regent Award.   

2. The Regent Award SBL Import process attempts to match each student in the SBL with an existing student in the system.   

   1. If a match is found, the existing student record is updated. 

   2. If no match is found, a new student record is created.   

3. Regent Award determines whether to exclude the student from specified communications and tasks based on the ‘active’ vs ‘inactive’ flag. 

Post-condition 

• The student is successfully created or information updated in Regent Award. 

Alternative Flow - Manual SBL Import

1. User manually imports SBL 

   1. Navigates to Processes → Imports → Import Process

   2. Selects Process Type, Import SBL

   3. Selects SBL data file

   4. Clicks Import
      
      

      Open

      

2. Reviews Process Log 

   1. Processes → Process Log

   2. Filters by Process Type = Import SBL

      1. Click Funnel, Type ‘Import SBL’ into Contains field, click Filter

   3. Select Process

   4. Validates File Status

      1. File Success {status = COMPLETE}

3. Open

   

Change Log