Upload CSV file of Preceptors
The following directories exist for specific Personnel in the PA Program:
M: \\banjobs\edu
N: \\filer\cims\edu\data
O: \\filer\cims\edu\print
The M drive is the location where the excel spreadsheet should be placed. The MUST be named PA_voucher.csv.
This file should have no first row indicating the header names. The column are as follows:
| TERM | Preceptor ID | Student ID | Stipend Amt | Rotation No | |
The TERM is represented by the term code in the standard Banner format such as 202140.
The Stipend amount is a dollar amount in this sort of format: 600 representing $600.00
The Voucher amount should be in format as follows: 1 Credits or 2 Credits, etc..
Effective Sept, 2023 - the "Voucher" amount is no longer needed. Rotation Number was added to identify the 1st, 2nd or 3rd rotation in a specific term.
Load Spreadsheet into Banner
From the Banner Main Screen, type PASR001 to run the job to load the data into the appropriate Banner table.
This will bring up the following screen:
Click on the Go button in the upper right corner. This will bring up the following screen:
Click the down arrow (show above in the red circle) 2 times. This will move your cursor to the Submission section of the screen. In order to submit this job, you click on the save button in the lower right corner of the screen while your cursor is in the submission block
When you have successfully submitted the job, a green box will appear in the upper right corner of the screen with a job submission number. Note the number will not match the number below.
This will run the job to load the data. You will receive an email with a log file in your inbox when the job is complete that looks like this:
Open the attachment.
The output should look like this:
There should be 2 rows indicating that some number of rows were loaded and another row indicating the same number of rows updated. This needs to represent the number of rows in your spreadsheet. If it is not, check your business objects report to identify what did not load.
Effective 202330, no netids will be created. Check pasr001 report in business objects to make sure the data is correct. This is the data that will be used to generate the emails and stipends
Run Adhoc to send emails
Logon to Banner and goto admin page WSYS001.
The adhoc for this process is called EHS_PRECEPT_EML and is owned by Sandy McKenna
Click on the [...] next to the adhoc name. This will bring up a search bar. Type in the adhoc name of EHS_PRECEPT_EML. Select the adhoc by clicking on it and clicking ok (shown beloww)
Click GO.
This screen will be displayed:
Change the Term Code value in the Frequency - Run Options section. Change each the &termcode Parameter value and the &rotation in the Dynamic Parameters field to represent the term and rotation number you want emails generated for.
To run the adhoc simply change the Start/Single Date to today's date (or whatever date you wish it to run) and click SAVE.
This will set the adhoc to run on the above date for the &termcode and &rotqation you entered.
Managing the Dynamic Forms Queue
Please see the documentation here to learn how to manage the administrative queue:
https://wiki.canisius.edu/x/U4H3Bg