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LCTCS DEGREE EVALUATION WORKBOOK Using Paper & Pencil to Advise Student. Start Using the BANNER Way!!!! WHY: Easy Efficient Accurate

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Page 1: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

LCTCS DEGREE EVALUATION WORKBOOK

Using Paper & Pencil to Advise Student.

Start Using the BANNER Way!!!!

WHY:

Easy

Efficient

Accurate

Page 2: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Table of Contents

Steps on How to Build Degree Audits ................................................................................................................... 4

How to Build Degree Audits (CAPP) ...................................................................................................................... 4

Step #1: Types of Degree Audits ........................................................................................................................... 5

Step #2: Tools to Build Complex Rules:................................................................................................................. 5

Step #3: SSB Format When Using Different Tools ................................................................................................ 6

Step #4: Analyze the Curricula .............................................................................................................................. 8

Step #5: Build Degree Audit (CAPP) ...................................................................................................................... 8

Locate or Create Naming Conventions ............................................................................................................. 8

Build Groups, if applicable ................................................................................................................................ 9

Build Areas ...................................................................................................................................................... 12

Build Program ................................................................................................................................................. 14

Tools to Build Complex Rules .............................................................................................................................. 16

Attribute: Adding Attribute to Courses if they can all be lumped together ................................................... 16

Building Rules .................................................................................................................................................. 17

Setting Up Concentration ................................................................................................................................... 21

Miscellaneous ..................................................................................................................................................... 23

Year Limit ........................................................................................................................................................ 23

Courses........................................................................................................................................................ 23

Group/Area ................................................................................................................................................. 23

Program ...................................................................................................................................................... 23

Test Scores in Degree Evaluation .................................................................................................................... 24

Add Text .......................................................................................................................................................... 25

Copy an area, program, or group .................................................................................................................... 26

Copy Courses, Rules, or Groups ...................................................................................................................... 27

End Courses, Rules, or Groups ........................................................................................................................ 28

SMASADJ: Student Waivers & Substitutions ...................................................................................................... 29

Waiver ............................................................................................................................................................. 29

Substitution ..................................................................................................................................................... 31

Page 3: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Enter Comments ............................................................................................................................................. 33

Understanding How ‘X’ Articulated Courses Will Affect Degree Evaluation ...................................................... 34

Example/Description of Issues You May Encounter ....................................................................................... 34

Possible Solutions ........................................................................................................................................... 36

Possible Solution #1: Build Transfer Courses with at least one number in the course number field with X’s

.................................................................................................................................................................... 36

Possible Solution #2: BUILDING COURSES WITH SUBJECT CODE THAT IS COMPARABLE ........................... 37

Possible Solution #3: BUILDING COURSES WITH SUBJECT CODE FROM TRANSFER COLLEGE IF NOT

COMPARABLE TO COLLEGE ......................................................................................................................... 38

Conclusion: .................................................................................................................................................. 38

Running Compliance ........................................................................................................................................... 39

Batch ............................................................................................................................................................... 39

Instructor/Advisor Running Compliance on SSB ............................................................................................. 41

Student Running Compliance on SSB .............................................................................................................. 42

Appendix ............................................................................................................................................................. 43

Appendix #1: Sample Population Selections .................................................................................................. 43

Appendix #2: Creating Population .................................................................................................................. 44

Appendix #3: This is the degree that was built on the video titled “Sample Building Degree Audit from

Beginning to End Simple Captive .................................................................................................................... 46

Page 4: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Steps on How to Build Degree Audits

Step #1: Types of Degree Audits

Step #2: Tools to Build Complex Rules o Forms o Tools

Step #3: SSB Format For Different Tools o Example #1: Courses all built in area(s) without rules o Example #2: Rules used to build some of the courses within an area o Example #3: Groups

Step #4: Analyze the Curricula

Step #5: Build Degree Audit o Locate or Create Naming Conventions

o Build Group(s) o Build Area(s) o Build Program o Tools to Build Complex Rules o Attribute o Rule o Group

Setting Up Concentration

Miscellaneous o Add Text Program, Area, or Group o Copy an area, program, or group o Copy Courses, Rules, or Groups o End a Program, Area, or Group

How to Build Degree Audits (CAPP)

Step #1: Understand the different types of degree audits

Step #2: Understand the forms and tools that you have to build degree audits

Step #3: Understand how the degree audits will display on SSB (i.e. Simple, Complex Rule, Complex Group)

Step #4: Review Curricula/Program and decide the type of degree audit and best method to build (i.e. area, area/rule, group/area)

Page 5: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Step #5: Build Degree Audit (CAPP)

Step #6: Add text, if applicable

Step #1: Types of Degree Audits

No Concentrations:

o Captive: Simple – all courses attached to curricula using area(s) (SMAAREA)

o Captive: Complex – all courses attached to curricula using area/rule (SMAAREA) or group (SMAGROP) but have complex and/or statements.

Concentrations:

o Non-Captive: Simple – All courses are attached to the curricula using area(s) (SMAAREA) except for the concentrations.

o Non-Captive: Complex – all courses attached to curricula using area/rule (SMAAREA) or group (SMAGROP) because they have complex and/or statements. The concentrations are not attached.

Step #2: Tools to Build Complex Rules:

Forms:

SMAPROG

SMAALIB

SMAAREA

SMIGROP

SMAGROP Tools:

Attribute: Tie attribute to a group of courses. The attribute can be added to a rule or group. o SCADETL

Rule: Create one rule which includes multiple courses with and/or statements. o SMAALIB – area library

o SMAAREA – build library

Group: build group of course that can then be added to an area o SMIGROP – group library

o SMAGROP – build groups

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Step #3: SSB Format When Using Different Tools

Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject and course number for all courses required. Con: Only works with programs that have very little variety because it gives the exact class the student must take.

Example #2: Rules used to build some of courses within an area Con: The advisor & student can’t see the course subject/numbers on the degree audit. That information will only population once the student has taken the courses and pass or registered in the course. Text can be added to the area to provide what courses can be taken to satisfy the rule.

Courses built in the area.

Notice each course is listed so

student know exactly what they

must take to earn their degree.

Page 7: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Example #3: Groups Pro: All courses (subject code & number) are viewable on the degree audit. Con: Degree Audit can be extremely long.

Comment for rule “Approved

Science Elective”

Rules built within an area. Notice courses options are not

listed. Once a student takes a course that falls within the rule

it populates the degree audit on the right. A comment can be

added to the area for the rule to list courses that apply.

Provides list of groups

within program

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Step #4: Analyze the Curricula

Analyze curriculum to decide:

What type of degree audit is the curriculum?

o No Concentration(s):

Captive—simple,

captive—complex,

o Concentrations:

non-captive—simple,

non-captive--complex

If the curriculum is complex what tool would be best to build the curriculum?

o Attribute

o Rule

o Group

Step #5: Build Degree Audit (CAPP)

Locate or Create Naming Conventions

1. Locate Name of program on SOACURR (you must use the name used on SOACURR)

2. Locate or create name for all areas/groups within a curriculum.

Note: When building area or group names

make sure it is something a student would

understand.

Each group has an area and within the

area the courses are listed.

Page 9: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

3. If each area is a credential within a curriculum then you will want to use the name built for the exit

level on SOACURR.

a. If the area/group is not a credential within a curriculum you will want to create your own

naming convention.

b. Make sure the group and area name is something the student will understand.

c. All groups must be tied to an area so if you are building groups you will need to make an

area name and a group name. Note, if you are tying multiple groups together in an area you

only need one area name for the group.

Build area or group names

1. Area:

a. Access SMAALIB

b. Select Insert Record

c. Enter the area name in the area field

d. Enter the description in the description field

e. Enter UG in Student Level

f. Enter UG in Course Level

g. If it is NOT a concentration unselect dynamic, leave compliance selected—save

h. If it is a concentration leave dynamic and compliance selected—save

2. Group

a. Access SMAGLIB

b. Select Insert Record

c. Enter the area name in the area field

d. Enter the description in the description field

e. Enter UG in the Student Level field

f. Enter UG in Course Level field

g. Save

Build Groups, if applicable Access SMAGROP

Type in the area code (ex. TCA-CPHP) in area field

Enter Term 000000

Perform Next Block

Enter the group total required credit hours

Enter any other requirements of the group

Page 10: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Save

Roll Back

Change the term to term in which program became active

Perform Next Block

Click the COPY button

Select Active

Save

Select Options

Select Group Course/Attribute Attachments

Page 11: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Enter Courses

If you have courses that have and & or statements view the directions on how to build and & or

statements

Note:

o Example: If the math area encompasses multiple course you can put the lowest course

number in the “course number low” field and put the highest course number in the “course

number high” field

o Optional: Enter minimum grade if different from the area requirements

Save

Page 12: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Build Areas Access SMAAREA

Type in the area code (ex. TCA-CPHP) in area field

Enter Term 000000

Perform Next Block

Enter the areas total required credit hours

Enter the areas minimum course grade

Enter any other requirements of the area

Save

Roll Back

Change the term to the term in which you are building the degree audit

Perform Next Block

Click the COPY button

Select Active

Page 13: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Select Options

Select Attach Courses/Attributes to Area

Enter Courses

Note: Enter minimum grade if different from the area requirements

Save

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Build Program

Access SMAPROG

Enter Program Code in Program field

Enter Term 000000 in term field

Perform Next Block

Enter the required credit hours FOR THE PROGRAM

Enter GPA information, if applicable

Select Inactive

Save

Roll Back

Change the term code to 201310

Click COPY icon

Select the active indicator

Roll Back

Change the term code to 201310

Click COPY icon

Select the active indicator

Captive

o DO NOT Select captive indicator if there are Concentration

o Select captive indicator if there are NO Concentration

Leave the minimum grade blank

Enter the minimum GPA’s

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Save

Select Options

Select Attach Areas to Programs

Enter all areas that apply to this program in the area field

Enter a priority if there is more than one area on a program. Note: The priority number that you

assign to an area will decide the order the areas will appear on the degree audit.

Save

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Tools to Build Complex Rules

Attribute: Adding Attribute to Courses if they can all be lumped together

Create a list of all of the courses that you would like to add an attribute to define a group

Access SCADETL

Enter Subject code in subject field

Enter course number in course number field

Enter term course was built

Perform Next block

Select Degree Attribute tab

Enter the attribute in the attribute field

Note: You can now attach the attribute on SMAAREA &/or SMAGROP to add the course options to

the degree audit

Page 17: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Building Rules

Rules can be built on SMAGROP or SMAAREA

The procedures to build the rules on SMAGROP or SMAAREA are the same.

Access SMAGROP or SMAAREA

SMAGROP SMAAREA

Enter the Group code Enter the Area Code

Enter Term 201310 in Term Field Enter Term 201310 in Term field

Perform Next Block Perform Next Block

Select Options Select Options

Select Group Courses/Attribute Attachments Select Attach Courses/Attribute to

Area

Place you cursor in the rule field

Type the name of your rule (your choice what the rule name will be)

Hit the arrow under the Rule field – new screen will open

Type in the Description for the rule in the description field (make sure it is something a

student would understand)

Enter the Conditions

Within the rule you will create and & or statements stating what courses the student

must complete to earn his degree.

Example #1:

To view the course under a rule.

Highlight rule name and select drop

down arrow under “Rule.”

Page 18: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Area—Fine Arts

Student must complete 3 hours and here are the choices

ARTS 1010

ARTS 1100

ARTS 2510

ARTS 2520

ARTS 2610

MUSC 1010

THTR 1020 The conditions would be: required number of conditions 1, required credits per

condition 3

Example #2:

Area—Math/Analytical Reasoning

Student must complete 6 hours (3 hours must be chosen from Math 1100 or 1300)

MATH 1010

MATH 1110

MATH 1300

MATH 1500

MATH 2010

MATH 2100

MATH 2110

MATH 2140

PHIL 2030 The conditions would be: required number of conditions 2, required credits per

condition 3

Perform Next Block

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Enter courses into field

And statements (The student must take ___ and ____ and ____ and ____ etc….

Two Options:

Option #1: Leave the set and subset blank it is an understood and statement.

Option #2: Same Set and Same Subset equals an and statement

Or Statements (The student must take ___ or ____ or ____ or ____ etc…

Same Set Different Subset makes or statements

The student must take ANTH 201-202 or BADM 201-202

And & Or Statement

The statement below states the student must take ANTH & BADM or POSC & PSYC.

Look at the set and subset: The set change when I wanted to say or and set and subset

stayed the same when I wanted to say and.

Select the Return Button

Page 20: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject
Page 21: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Setting Up Concentration

Please note that prior to trying to attached the concentrations to the program you must build the

concentration using the name for SOACURR as an area.

Access SMAALIB

Locate your program name

Highlight

Select option

Select area qualifiers

Enter Term in Qualifier Term field

Perform next block

Type FEW in Concentration Field

Page 22: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Select the drop down arrow next to concentration

Select “Include/Exclude Concentration Codes”

Enter the concentration code(s) that you obtain from SOACURR in the Concentrations field

Save

Continue until all concentration have been entered.

Page 23: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Miscellaneous

Year Limit If you have courses that have a year limit (courses can no longer apply to degree after a time period you can

set these limits on an individual courses with area, group, or rule or group, area, program.

Courses

Group/Area

Program

Page 24: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Test Scores in Degree Evaluation

Yes you can use test scores with the degree audits. So if you wanted to build your degree audit with a

requirement of a certain test score you can do that on SMAAREA or SMAGROP.

Page 25: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Add Text

Text can be added to the program, area, or group.

Access SMAPROG, SMAAREA, or SMAGROP

Select Option

Select Program Text, Area Text, or Group Text

Start each sentences with <p> and end each sentence with </p> (see example in screen shot above).

Page 26: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Copy an area, program, or group Access Form (SMAAREA, SMAGROP, or SMAPROG)

Enter the name (i.e. area, group, or program)

Enter the term

Perform Next Block

Select the copy button

Page 27: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Copy Courses, Rules, or Groups Access Form (SMAAREA, SMAGROP, or SMAPROG)

Enter the name (i.e. area, group, or program)

Enter the term in which you want to copy the info to

Perform Next Block

Select Options

Select Attach Course/Attribute to Area (Area/SMAAREA) or Group Course/Attribute Attachment

(Group/SMAGROP) or Attach Areas to Program (Program/SMAPROG)

Select the Maintenance button

Select Copy Area Course Attachment

Page 28: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

End Courses, Rules, or Groups Access Form (SMAAREA, SMAGROP, or SMAPROG)

Enter the name (i.e. area, group, or program)

Enter the term in which you want to end the info

Perform Next Block

Select Options

Select Attach Course/Attribute to Area (Area/SMAAREA) or Group Course/Attribute Attachment

(Group/SMAGROP) or Attach Areas to Program (Program/SMAPROG)

Select the Maintenance button

Select End ???? Course Attachment

Page 29: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

SMASADJ: Student Waivers & Substitutions

Waiver

Student still needs ORNT 1000 but you want to waive this courses.

Complete a Waiver

Access SMASADJ

Enter Student’s Banner ID

Enter Term

o if you want the wavier to affect all catalog terms enter term as 000000

o if you only want it to apply to the current catalog term attached to students current record

you will need to locate the student’s current catalog term and enter that term. The term is

located on the students SGASTDN Record/curricula tab or upper right side of the degree

evaluation.

Perform Next block

If student is not in the library you will have to do the following:

o Select Add

o Select Yes

o Select OK

Select Waiver

Enter Subject & Courses Number in the Waiver Field

Enter Action Code:

Page 30: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

o Note: if you Program rules are all built using credit hours then you would want to enter WCR

since that is the only one that would include the credit hours.

Enter the number of Credits

Save

Note: you can also limit the waiver to a specific program. For example you want to waive the course for the

TD-BOTD program. Then you would enter TD-BOTD in the Program field in the Valid Programs Block.

Now the degree audit will show that ORNT 1000 has been waived and the credit hours for the course will be

included in the number of credit hours used as well as the course in the used courses.

Page 31: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Substitution Student still needs CSRV 1000 but they have taken and passed KYBD 1010 so I want to substitute CSRV1000

with KYBD 1010.

Complete a Substitution

Access SMASADJ

Enter Student’s Banner ID

Enter Term

o if you want the wavier to affect all catalog terms enter term as 000000

o if you only want it to apply to the current catalog term attached to students current record

you will need to locate the student’s current catalog term and enter that term. The term is

located on the students SGASTDN Record/curricula tab or upper right side of the degree

evaluation.

Perform Next block

If student is not in the library you will have to do the following:

o Select Add

o Select Yes

o Select OK

Select Substitutions

You will need to enter the requirement in the requirement field and the substitution in the

substitutions field

Page 32: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Enter SUB in the Action Field

Enter the number of Credits (remember if your SMAPROG rules are built using credit hours then you

will want to make sure that the credit hours you entered in the substitution credit hours field

matches the credit hours for the course in the requirement fields.)

Save

Note: you can also limit the substitution to a specific program. For example you substitution to only be

applicable for the TD-BOTD program. Then you would enter TD-BOTD in the Program field in the Valid

Programs Block.

Now the degree audit will show that the requirement for CSRV 1000 has been meet by KYBD 1010 and the

credit hours for the course will be included in the number of credit hours used as well as the course in the

used courses.

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Enter Comments

Select “All Tracking” to enter comments about any waivers or substitutions

Perform Next block

Enter comment

Save

Page 34: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Understanding How ‘X’ Articulated Courses Will Affect Degree Evaluation

When colleges began articulating all courses on the transfer official transcript some college decided to built

the courses that didn’t have an equivalent at their college as “XXXX-XXXX” or DEVN XXXX.” This was a

methods used to get the courses on the college transcript and the hours on the student overall GPA

information for Financial Aid. Since college have begun to use degree evaluation this decides is causing some

issue so each college needs to review and make some decisions.

Example/Description of Issues You May Encounter

The rule on SMAAREA for a program stated the student could take any courses between WELD

1000 – 2000 to meet the requirement on their degree evaulation.

The advisor located one of the courses that was articulated with the code XXXX-XXXX that

would meet the requirement of the WELD 1000-2000 so he did a course substitution on

SMASADJ. On SMASADJ she enter the college course as WELD 1100 and the substitution course

as XXXX-XXXX

With the rule built with the course high and low –no sub courses was pulled into the degree

audit.

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The SMAAREA rule was changed to list all the courses instead individually instead of doing the

high & low

The substitutions on SMASADJ were still built with XXXX-XXXX.

Even though only one sub was built for WELD 1100 the process pulled in two courses with XXXX

XXXX to meet the guidelines of the rule for 6 credit hours.

This could be problematic if:

One or more of the classes are not an equivalent to the courses built on SMASADJ.

Several XXXX-XXXX courses pull in for one wavier in a particular area and you need to

use it for another area.

Page 36: LCTCS DEGREE EVALUATION WORKBOOK...Step #3: SSB Format When Using Different Tools Example #1: Courses all built in area(s) without rules Pro: Student and Advisor can see the subject

Possible Solutions Course will all X’s for course number

The course was original articulated with CINS XXXX. As you can see I could built a sub and the

CINS XXXX courses was articulated. However, the student had multiple courses with CINS

XXXX. Banner will pull the first courses. There is no way to tell Banner which course to choose

because they have the same subject and course number.

Possible Solution #1: Build Transfer Courses with at least one number in the course number field with X’s

By Giving the CINS courses a number I was able to tell the system the exact course I wanted to use in the

substitution. However, note that if the student has two courses transfer from the same college are different

colleges and both courses meet the rules (ex. C or better) banner will pull the first course it encounters that

meets the rule.

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Possible Solution #2: BUILDING COURSES WITH SUBJECT CODE THAT IS COMPARABLE

By entering transfer courses using a subject code in which the course could be used as a substitution with a

course number that has at least one number with X’s would allow you to select the exact course you want to

sub.

The course below “EMME 2711” is a comparable course to WELD. So the college built the equivalent for

EMME 2771 at WELD 1XXX.

The advisor built the course substitution as college course WELD 1110; substitution course WELD 1XXX.

The degree evaluation pulled in the exact course that was listed on SMASADJ as the substitution.

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Possible Solution #3: BUILDING COURSES WITH SUBJECT CODE FROM TRANSFER COLLEGE IF NOT COMPARABLE TO COLLEGE

Even though the college doesn’t offer the course at your college you could build the equivalent course using

the subject codes used by the transfer college with #XXX.

The advisor enter the substitution on SMASADJ.

The degree evaluation pulls the correct substitute course.

Conclusion: Building Transfer Courses with XXXX XXXX is going to be problematic when a substitution needs to be

performed for a courses that was articulated with XXXX XXXX. Recommendation: Build all transfer courses with a Subject code and at least one number to distinguish the different between the courses. Also, remember that even though it is a different college you would still want to use different numbers in case the student has transfer work from multiple colleges. A grid would have to be created to keep up with this. Some thought is going to have to go into this.

All Degree Audit areas/rules that contain high/low would have to be changed to include each course to work with the X courses.

Please Keep in Mind: o If you built two courses with the same subject and number and the first course that Banner

encounters is a F then it will stop and not use the second course even if he has a grade of C or better.

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Running Compliance

Batch

1. When running Batch Compliance you can:

a. Print to a Printer

b. Don’t Print to a Printer

c. Run for one Person

d. Run for a Population

2. The process will NOT work if your parameters for the Batch Job are NOT correct. There are several

options in this job that if you enter a certain value in one field you must enter a value in another

field. The values must work together in order for the process to run the job.

Access GLBDATA or GLAEXTR to create your population

o If you are only running for students who are not defined by a population selection then you

will access GLAEXTR and enter the Banner ID’s directly into the form using the Create Popsel

Population Selection

Directions on how to enter Banner ID’s directly to GLAEXTR are in the appendix.

o If you are using a population selection you will access GLBDATA to gather your population

You can locate a population Selection to use by accessing the document “List of

Population Selections”

In the appendix you will find some that are used frequently with this process and

directions on how to run GLBDATA.

Access SMRBCMP

Perform Next Block

Enter one of the following in the Printer field

Do NOT Print to Printer Print to Printer

Enter NOPRINT (This will send all compliances to the Banner Server)

Enter Printer Name

Perform Next Block

Enter the following Parameters

Parameters Values

01: Process Term Enter Term in which you want to run the process. Remember if you enter a term and you have a student in your population that doesn’t match the term the compliance will not run: Ex. Graduation Term – enter term from SHADEGR; Learner Record – enter term from SGASTDN

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02: Run Mode P

03 – 05 Population Selection Information Enter the information from the population selection that you used to create or pull your population

06: User ID Enter your name

07: Curriculum Source D = if you are running for SHADEGR records S = if you are running for student’s

08: Degree Status Enter only if you are running for potential graduates with SHADEGR record

09: Hardcopy for Population Y

10: Printer ID Only enter if you enter a printer ID in the Printer Field in the Printer Control Block

11: Compliance Print Type WEB

Perform Next Block

Save

Retrieve:

o If you put in a printer id retrieve the compliances from the printer

o If you put “NOPRINT” in the printer field then you can retrieve a copy of the compliances

from the Banner Server.

Access Banner Server

Locate the following folder on the Banner Server:

/u01/svc_banjobs/PROD/(college name); Ex. /u01/svc_banjobs/PROD/BRCC

You should not attempt to retrieve the file until the process is complete.

How do you know the file is complete: When you access the server is you

see the file name and number followed by .shl this indicates the process is

still running. Ex. smrbcmp_7523387.shl

Once the process is complete you can access the copies of the compliances

by clicking on the .lis file. Ex. smrbcmp_7523387.lis. You could also move

the .lis file to your computer if you want to keep a copy of it. To do this

click on the file on the Banner Server side and drag to the left side of the

screen which is your computer.

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Instructor/Advisor Running Compliance on SSB

Select Faculty and Advisor

Select Student Information Menu

Select ID Selection

Enter ID or search by student name

Select Submit

Confirm that it is the student that you want to run the degree evaluation

Select Submit

Select Degree Evaluation

Select Generate New Evaluation

o If the program that is available for selection isn’t the correct program for the

student advise the student to go to student services and complete a program change

request

If the Program student is presuming was an option continue here:

o Select the radio button in front of the program in which you want to run the

compliance and select the term in which you are running the compliance

o Select Generate Request

If program student is pursuing was not an option when you select “Generate New

Evaluation” continue here

o Select What-If Analysis

o Select Term in which you are advising the student

o Select Continue

o Use drop down arrow next to program field to locate and select program

o Select Continue

o Select Drop Down arrow next to First Major Field to select the major

o If program has concentration select “Add More”

o Use drop down arrow next to concentration 1 field to locate and select the

concentration

o Select Submit

o Select current term in evaluation term field

o Select Generate Request

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Student Running Compliance on SSB

Access LoLA

Enter LoLA credentials

Select College in Self Service Block

Select Student

Select Student Records

Select Degree Evaluation

Select Generate New Evaluation

Select the radio button in front of the program in which you want to run the compliance and select

the term in which you are running the compliance

Select Generate Request

Note:

o The program(s) that appear is the active program(s) on the student’s SGASTDN record.

o You may want to teach the student that is the program that are currently enrolled in isn’t an

option they need to complete a program change request form.

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Appendix

Appendix #1: Sample Population Selections

Sample of Population Selection that can be used with SMRBCMP

Registered Students

Application: ADMISSIONS or STUDENT

Selection ID: REG_DURING_TERM

Creator ID: AMBERGAZAVE

Pending Graduates

Application: STUDENT

Selection ID: STU_SHADEGR_RECORD (SHADEGR records with outcome status of AC or PN)

Creator ID: AMBERGAZAVE

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Appendix #2: Creating Population

Use GLAEXTR if you have the Banner ID you would like to run compliance on; Use GLBDATA if you want to use

a population selection rule to pull your population.

Access GLAEXTR

Delete your name from the Creator ID field

Enter STUDENT in the Application Field

Enter CREATE_POPSEL in the Selection ID Field

Enter AMBERGAZAVE in the Creator ID field

Perform Next Block

Enter your Banner ID’s and Save

Running with only one population selection rule

o Access GLBDATA

o Perform Next Block Twice

o Enter the following parameters

01: Selection Identifier 1 Enter Name of the Population Selection Rule you are using

06: Application Code Enter the Application Code of the Population Selection Rule you are using (I.e. STUDENT or ADMISSIONS)

07: Creator ID of Selection ID Enter the name of the person who created the population selection rule

o Perform Next Block

o Save

Running using two population selection rules

o Access GLBDATA

o Perform Next Block Twice

o Enter the following parameters

01: Selection Identifier 1 Enter Name of the first Population Selection Rule you are using

02: Selection Identifier 2 Enter Name of the second Population Selection Rule you are using

03: New Selection Identifier Enter the name that you want for the population you are creating

04: Description for New Selection Enter a name to describe the population you are creating

05: Union/Intersection/Minus Choose one of these: U – if you want to take

everyone from population selection #1 and combined with

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everyone from population selection #2

I – only include population that are in both population selection rules you are using

M – if you want to minus people in population selection #2 from population selection #1

06: Application Code Enter the Application Code of the Population Selection Rule you are using (I.e. STUDENT or ADMISSIONS)

07: Creator ID of Selection ID Enter the name of the person who created the population selection rule

o Perform Next Block

o Save

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Appendix #3: This is the degree that was built on the video titled “Sample Building Degree Audit from Beginning to End Simple Captive

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