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(WADM020) Prerequisite Processing Banner Screen

TABLE OF CONTENTS:

WADM020

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

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

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WADM022

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

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WADM021

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

Modification log:


02/22/12          Pamela DartOriginal

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09/06/2018      Converted form from wedu021 to wadm021 and form wedu022 to wedu022

4/17/2020        Eliminated Academic Dismissed students from the process of adding holds

5/5/2022          Added query to clear holds for GR level with student type = 'R' - Re-admits.  Per Lauren K. it was causing issues with readmitted students being able to register.

11/6/23            No longer putting GRAT on graduate student records.

This application allows admissions and the individual schools to track  prerequisite requirements for students.

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From the main menu, type WADM020 in the search bar.

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This will take you to the following screen:

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Identifying a Student:

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

Once a student has been identified, the system will display the following screen:

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The student’s name will appear next to the {…} eclipse button.

Click the Go button if you have chosen the correct student.

General Functionality:

Once selected, the student’s data will be displayed as show below:

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The top portion of the screen lists all graduate level applications.  Please note that there can be multiple as show above. You do need to select the appropriate admission.

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The center section of the screen lists all checklist items that pertain to this specific student’s admission that are being managed within this process.  Any changes you make to the data in the center section directly affects the data in the SAAADMS screen. If you delete an entry here, you delete the entry there.  If you enter a Receive date for an item, it will also be shown as received in the SAAADMS screen. Additionally, any update to a receive date for a CLT1-CLT9 code will cause a corresponding update to the SORPCOL table for that entry.   A success or failure message will appear upon saving changes to inform the user if SORPCOL was successfully updated or if there was an error.

Additionally, when the receive date is entered on WADM020 to satisfy some specific prerequisite requirements that generates a registration hold (GC, GA, GB, OR GE hold code), if a hold currently exists, it will NOT immediately remove the hold.  The overnight process of running of regr509 will release the hold.

Note that as you click on the different rows of checklist items on the screen, the lower portion of the screen will display any detail prerequisite items for that checklist item.   Complete the data at the bottom of the screen as appropriate.

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The SAAADMS screens allows you to maintain all checklist items but none of the detail prerequisite items.  The WADM020 screen allows you to maintain SOME of the checklist items and ALL of the detail prerequisite items.    What checklist items can be maintained via the WADM020 screen is defined on the “Codes to be used in Prerequisite Mgt. “(WADM021)  screen. See Codes to be used in Prerequisite Mgt Maintenance below for details on managing that information.

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As students go through the admission process, the checklist items are added based on admission criteria defined in Slate.    However, it may be necessary to add some checklist items manually. . For example, if the student has a concentration in Biology, you will need to add the ZBIO checklist item to the student’s record.    To do this, place your cursor on a field in the Prerequisites portion of the screen. You will see that the insert option becomes available. Click the insert button.

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A blank line appears.   Place your cursor in the Admr Code field.  As soon as you navigate to that field, the {…} ellipses button appears.   Click on that ellipses to get a list of

values to select from.  Select the code you wish to add by clicking on it and click ok.   Image Removed



Please note that the list of available Admission Requirements Codes are defined on screen WADM021 (Codes to be included in prerequisite tracking process).   

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Click the save button at the bottom, right side of the screen to SAVE this information. Image Removed


If the record is successfully saved, you will see the following a green message in the upper right corner.   If there is a failure, there will be a message in red indicating what the error is. Image Removed

Clicking the yellow number above the message, will cause the message to be removed.


Deleting a checklist item or deleting detail prerequisite items:

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To delete a prerequisite, highlight the field and click the delete button in that section and click SAVE in the bottom right corner.

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Inserting a new detail prerequisite row for an existing checklist item:

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WADM022: Prerequisite Detail Tracking CodeImage Removed


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

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  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.

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  1. Go to screen WADM021.  The following screen is displayed:

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To add a new code to the list:

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  1. Highlight the row you wish to delete.

  2. Click Delete in the upper right corner of the screen.

  3. Click SAVE to save the changes


HOLD PROCESSING.

Effective 201640,  Every night job regr509 will run via CRON at 11pm  

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Effective 2/1/18: Call regr509b.sql to satisfy the ZDG2 OR ZDEG checklist item when the comment field = “Canisius College”  for any student where it is not satisfied and have been awarded an undergraduate degree from Canisius.

Effective 4/17/20 - Eliminated the Academically Dismissed students from the process of adding holds.

When the regr509 job runs nightly it checks to see if there holds that have been satisfied.   If any are found, the system date is entered in the hold_to_date field. (This might happen if a tape load is received with scores or if someone manually satisfies the hold using SAAADMS instead of WADM020.)  

Note: The student side of Banner doesn't match up with appl no to the admissions data.   We can only link back to admissions data based on school/major/program for a student.  So if there are two separate appl nos in admissions with the same school/major/program for a student, if one of those appl nos has unsatisfied pre-reqs, a hold will still be generated. 

On September 24th, February 3rd and the Monday after 6/28 this job will send an email reminder to Deborah Prohn Lisa Seely and Kevin Smith reminding them that the hold process will take place in one week.  It reminds them to check Business Objects report REGR539 for a list of students who will be affected. This report is available in the Students, Admissions and in the Deans Assoc folders.   This report lists students who have unsatisified pre-reqs based on the criteria in the table below. It also sends out portal message 68. The message is sent to students who are going to get a hold on their account in one week due to missing admission prerequisites.  The text of that message is:

                  A student record hold will be placed on your record in 1 week due to outstanding admission requirement(s).

                  Missing Requirement(s):<List of missing requirements>

                  Please satisfy the outstanding requirement(s) as soon as possible to avoid a student records hold.

                  For additional information or questions please contact the Student Records & Financial Services Office.

                 Thank you,
                 Student Records and Financial Services
                 888-2600
                 studentservices@canisius.edu


On October 1, Februray 10th and the Monday after the 4th of July, this job will place holds on students accounts, preventing registration if they have unsatisfied pre-reqs that are mandatory (See table below for Holds/Pre-Reqs).     Portal message 65 is sent to students informing them of the hold on their accounts. The text of this message is:

                   A student record hold has been placed on your record due to outstanding admission requirement(s).

                  Missing Requirement(s):<List of missing requirements>

                  Please satisfy the outstanding requirement(s) as soon as possible so the hold can be removed.

                  For additional information or questions please contact the Student Records & Financial Services Office.


                 Thank you,

                 Student Records & Financial Services

                 716-888-2600

                 studentservices@canisius.edu




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.

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LEVEL      ADMRCode

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LEVELCODESchoolMajorHold CodeEntryGRGRATCOMGC< current termGRGRATBUGB< current termGRGRATASGA< current termGRGRATEDGE< current termGRGRATPSPS< current termGRZDEGCOMGC  School      Major      Hold    CodeEntry

GR                ZDEG                         COM       GC    < current term

GR                ZDEG             BU                       GB    < current term

GR              ZDEG              AS                      GA     < current term

GR              ZDEG              ED                      GE    < current term

GR               ZDEG              PS                      PS     < current term

GR              LIC1                            COM      GC     < current term

GR               LIC1                 BU                     GB     < current term

GR               LIC1                 AS                     GA     < current term

GR               LIC1                ED                     GE     < current term

GR              LIC1                 PS                     PS     < current term

GR              ZDEG2                          COM   GC     < current term

GR              ZDEG2              BU                   GB     < current term

GR              ZDEG2              AS                   GA     < current term

GR              ZDEG2              ED                   GE     < current term

GR              ZDEG2               PS                   PS      < current term

UG              TSCWT3          <                T3                              <= current term

UG               CTL%T3          <                 T3                              <= current term

UG               TRFT4          <                    T4                              <= current term

UG              HO12T2          <                  T2                              <= current term

UG               HSTFT1          <                  T1                              <= current term



Portal messages surrounding this process:

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2 portal and email messages are sent.  One is sent a week before the hold is place placed on the student account as a warning and one

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9/4/18 – Eliminated wreg521.view

11/6/23 - We are no longer putting GRAT on student records so they should never get a hold based on that in School of Education.



Below is the link to the list of pre-requisites required upon admission per major.   (Please note that the spreadsheet is very wide so downloading it would be your best option to view every pre-requisite for each major.)

PreReqs_02242024.xlsx