Enrollment Level Setup Process

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

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

  1. The user creates a Customer Zone (CZ) ticket requesting Regent to copy the Production data to the QA environment.

  2. Regent Account Manager updates CZ ticket once the restore is completed.

  3. The user adds the Enrollment Level in the QA environment:

    1. Navigates to the Enrollment Level Setup

      1. Clicks on Administration

      2. Clicks on Enterprise Setup 

      3. Clicks on Institution Setup  

      4. Clicks on Campus Setup 

      5. Clicks on the Enrollment Level 

      6. Clicks on the “Add Enrollment Level” button

  4. Enters “Name” and “External Enrollment Level ID”

  5. Defines the number of units for each enrollment level for the following (as applicable:). 

    1. Full Time Maximum and Minimum

    2. ¾ Maximum and Minimum

    3. ½ Maximum and Minimum

    4. Less than ½ Maximum and Minimum

  6. Under Anticipated Enrollment defines the number of units and courses to use for anticipation packaging for each enrollment level.

  7. Click “Save”

    1. NOTE: Schools can choose to configure either number of units or number of courses.

    2. NOTE: Enrollment levels will be assigned to programs during the Program Configuration process. Refer to the Program Profile Maintenance Operational Guidebook.  

  8. After all the Enrollment Levels have been added, the user performs the following steps:

    1. Clicks on Administration

    2. Clicks on the Enterprise level

    3. Clicks on the Reload RNA Setup button

      1. 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. 

    4. Validates the updated information in QA.

    5. Once the user validates the configuration and ensures accuracy, the user will make the same changes in Production.

Screenshot of Enrollment Level Setup

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 and clicks “Edit”


Change Log

Date

Description of Change

Editor

Date

Description of Change

Editor

May 15, 2024

Reviewed OGB, confirmed no changes for 2024-2025.

Jennifer Black

May 17, 2024

Moved document to CZKB

Heather Smith