Socialized Tuition (ST) Batch Processing - UP ITDC...2015/02/20 · Socialized Tuition (ST) Batch...

Doc Ref: SAIS User Manual – Socialized Tuition (ST) Batch Processing

Socialized Tuition (ST) Batch Processing File Ref: eUP - SAIS - UM Socialized Tuition (ST) Batch Processing – 20 Feb 2015 (ver. 1.1)

SAIS User Manual Student Financials Author: eUP SAIS and Communications Team Creation Date: 28 November 2014 Last Updated: 20 February 2015 Document Ref: SAIS User Manual – Socialized Tuition (ST) Batch Processing Version: 1.1 Approvals: Recommending Approval ______________________________________________ Approved ______________________________________________

1. DOCUMENT CONTROL

1.1 Change Record

Date Author Version Change Reference

28 November 2014 Almira Cayetano Michael Argarin

1.0 No Previous Document

20 February 2015 Corinne Renes 1.1 Edited Content and Format Added Document Control Numbers

1.2 Reviewers eUP Core Technical Committee

Name Project Role

Prof. Rowena Solamo

Team Lead eUP Quality Assurance Team

SOCIALIZED TUITION (ST) BATCH PROCESSING

STEP 1. Log into SAIS using the provided credentials.

STEP 2. Go to the following navigation: Records and Enrollment > Career and

Program Information > Process Student

Groups

Enter the existing Run Control ID for this process. Click Search to list all the existing Run Control IDs.

STEP 3. Select the appropriate Run Control ID for this process.

If you do not have any Run Control IDs associated to this process, click on the Add a New Value tab.

STEP 4. Enter any name or keywords for the Run Control ID.

Click Add.

STEP 5. The Process Student Groups page is used to select multiple students and assign a specific Student Group to the selected students.

In SAIS, Student Groups allow the tracking of students based on the group or classification that they belong to. The Office of Student Affairs (OSA) uses this functionality to tag the student’s waiver (i.e. Socialized Tuition Bracket Assignment, UP Employee/Faculty Privileges, etc).

In order to tag the students by batch, choose the Selection Tool first.

Click on the Selection Tool Dropdown.

STEP 6. Select External File. This means that you are getting the selection from an external file (csv file).

STEP 7. The upload file button will appear inside the Population Selection Box.

Click on the Upload File button.

STEP 8. The system will prompt you to choose the file.

Please take note that the file format should be Windows CSV and it contains only the SAIS ID of the Students.

STEP 8.1 Here’s an example of a CSV file.

STEP 9. Click on the Upload button to upload the selected file.

STEP 10. Select the appropriate file mapping.

If this is the first time that you will run this process, click on the Create File

Mapping link.

STEP 11. Enter a unique File Mapping name.

Enter ‘1’ for the field Number.

STEP 12. Click on the Apply button.

Click OK.

STEP 13. Click on the Student Group

Lookup.

STEP 14. The following is the list of available Student Groups in the system and their corresponding descriptions.

Click on the appropriate Student Group for the selected students.

STEP 15. After that, click on the Calendar icon to edit the Effective Date.

Please take note that the Effective Date should be on or before Enrollment period, otherwise the waiver will not be calculated properly.

STEP 16. Select the Effective Date.

STEP 17. Select Effective Status as Active.

STEP 18. Click Run.

STEP 19. You will be redirected to the Process Scheduler Page. On this page, you can schedule the Date and Time of execution for the process.

Click OK.

STEP 20. Wait until the Run and Distribution Status become Success and Posted.

STEP 21. To check If the batch process was correctly executed, go to the following navigation: Records and

Enrollment > Career and Program

Information > Student Groups.

STEP 22. Enter the SAIS ID of the student.

STEP 23. You can now verify if the Student Group is correct.

- End Process -

Step 20. Check the appointment assignment details. Click Save.

Socialized Tuition (ST) Batch Processing - UP ITDC...2015/02/20 · Socialized Tuition (ST) Batch...

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