Update Program Action/Reason - DEIN Process
- Jillana Hart
- Karen Eul
Overview
This guide, “Update Program Action/Reason,” provides instructions for running the DEIN process for a specific population. To be included in the process, all of the criteria below must be met.
Term specific
Must be ADMT: AAF/AAT/CC/CCPB/PR or PRPB
Must have a complete Next Steps checklist for the admit term
Must have a Next Steps service indicator assigned for the admit term
If you have previously saved all 6 queries to your Favorites, skip to the next section, ‘Verify/Update admit term and checklist codes.’
Queries Setup - Add to Favorites
Navigation to Query Manager: Reporting Tools > Query > Query Manager
Search for SJ_ADM_ADMT in the ‘begins with’ field to search for Query Name.
a. Select only these 6 queries:
SJ_ADM_ADMT_AAF_NSC_SI
SJ_ADM_ADMT_AAT_NSC_SI
SJ_ADM_ADMT_CC_NSC_SI
SJ_ADM_ADMT_CCPB_NSC_SI
SJ_ADM_ADMT_PR_NSC_SI
SJ_ADM_ADMT_PRPB_NSC_SI
b. Click ‘Add to Favorites’
c. Click ‘Go’
Verify/Update admit term and checklist codes
You need to verify the admit term and checklist code(s) for each query you run.
Navigation to Query Manager: Reporting Tools > Query > Query Manager
In order to verify/update the term and checklist code for a new term, click ‘Edit’ on the Query you want to verify/update:
SJ_ADM_ADMT_AAF_NSC_SI
SJ_ADM_ADMT_AAT_NSC_SI
SJ_ADM_ADMT_CC_NSC_SI
SJ_ADM_ADMT_CCPB_NSC_SI
SJ_ADM_ADMT_PR_NSC_SI
SJ_ADM_ADMT_PRPB_NSC_SI
On the Criteria Tab, verify the term and checklist codes are correct for the query you selected OR click the edit button to update the following under the Expression 1 column:
A.ADMIT_TERM - Admit Term
C.CHECKLIST_CD - Checklist Code
For a new term, you can update the admit term for Expression 2 as needed, then click ok.
In order to update the checklist code to match the correct admit term and query population, click the magnifying glass to select the code, ie. NSIT25, NSIF25, NSFS26, NSTS26 etc. Then click Ok.
Query Validation
Once you have selected the query you want to run on the Query Manager page and verified the admit term and checklist code are correct, click HTML on the query you want to run. Make a note of the number. This number should match the number when you preview the selection results in the next steps.
After noting the number of students listed in your HTML list result, be sure the cohort of students matches the cohort for your query. For example, for AAT/NSIT, you should only see transfers, and for CC and PR, you could see both FTFY and transfers.
Set up the Update Program Action/Reason process
If you already have an existing run control set up, skip to the next step. If you need to set up your run control, continue.
Open a new window and go to Update Program Action/Reason.
Navigation to Update Program Action/Reason: Student Admissions >Processing Applications > Update Applications > Update Program Action/Reason
Make sure to set up your own unique individual run controls!
Suggestion: Set up a run control for each query and add your initials at the end to make it unique
Click “Add a New Value”
Fill in the following fields:
Selection Tool: PS Query
Query Name: Select the query you wish to use to run the process
Effective Date: Click the box to Use System Date. This will default to today’s date.
Institution: SJ000
Program Action/Action Reason: Indicate the Program Action/Action Reason you want to add to the admission stack
Program Action = DEIN for all groups
Action Reason is dependent on the group you are updating. Double-check the query population before selecting Action Reason. Options are:
Action Reason Description:
AAF FTF Completed Intent to Enroll
AAT UDT Completed Intent to Enroll
CC Completed Intent Enroll-Clear
CCPB Completed Intent Enroll-Clear (FSR Clear admit on academic notice)
PR Completed Intent Enr-Need Doc
PRPB Completed Intent Enroll-Clear (FSR on notice. Need to submit docs.)
Click Save
Run the Update Program Action/Reason process
Open a new window and go to Update Program Action/Reason.
Navigation to Update Program Action/Reason: Student Admissions >Processing Applications > Update Applications > Update Program Action/Reason
Query Name: Select the query you wish to use to run the process
Click Preview Selection Results to double-check that your number matches the number from your HTML query. In the example shown, there is 1 student.
If your numbers match the HTML query, click Run.
Process Scheduler Request
Select SAD_APL_PRG
Click OK
Process Monitor
Click: Process Monitor
Click: Details
Click: View/Log Trace
Click on the process name to double-check the Number of rows generated by Pop Select matches the number of IDs in your file
