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Identifying a Student . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   4

General Functionality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .    5

Adding an additional checklist item . . . . . . . . . . . . . . . . . . . . . . . . . . . .       7

Deleting a checklist item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .     8

Deleting a detail prerequisite item . . . . . . . . . . . . . . . . . . . . . . . . . . . . .      8


WADM022

Inserting a new detail prerequisite row for an existing checklist item . . .     9

To change the prerequisites that are loaded for a given checklist item . . . 9

Adding a new prequisite to a checklist item. . . . . . . . . . . . . . . . . . . . . .      9

Revising/deleting a prequisite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

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HOLD PROCESSING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  13  13





Modification log:


02/22/12          Pamela DartOriginal

10/2016           Added details regarding hold processing (wreg509)

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Enter the student’s ID number or look them up using the clipse elipse button […].  The ID field look up is exactly the same as all other Banner ID lookup processes.

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WADM022 – Prerequisite Detail Tracking Codes



WADM022: Prerequisite Detail Tracking Code

For each managed checklist item, the detail rows are entered in this screen.  

Adding a new prequisite to a checklist item:

  1. click Insert at the top of the screen and a blank line will be inserted.

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  1. Enter the Admr Code, Detail Code, Description, Sort Order, A for Active indicator, Print and Mandatory fields.  

  2. Click SAVE at bottom right corner of the screen to save your changes.

  3. Once added to this list, from this time forward, each time the checklist item is added for a student, the detail prerequisite will be added.  However, any student who already has the checklist item on their record, will not be affected.


Revising/deleting a prequisiteprerequisite :

Highlight the row you wish to delete and set the value in the status field to I.   You cannot delete the row as this would affect historic data. Please be cautious about revising data for the same reason.  If you change a description, it will change the description for all prior data entered. It may be more advisable to inactivate something and then add a new code as opposed to revising an existing code.  

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Added 11/30/17 Per Julie Z’s request:   For graduates only, the process looks for the term code of entry < the current term.   The net effect of this is to allow graduate students one full term to meet the pre-req requirements before the hold is placed on their account.   So if they start in the Fall, if the pre-req is not satisfied by Spring, then the hold will go on their account on the specific date of execution (March 15) preventing registration effective the Summer term.  For undergraduates, the process looks for the term code of entry <= the current term.



SARCHKL_

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Term    ADMRCode

LEVELCODESchoolMajorHold CodeEntry

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