CS: Local Configuration Guide - Academic Structure

The Academic Structure Configuration Guide explains necessary tables needed to setup an institution in the PeopleSoft system.  The order of the configuration tables presented in this document adheres to the table setup sequence required to successfully set up all tables. However, some set up items related to other Campus Solutions modules will be documented within that module’s configuration guide and therefore will not appear in this document.

Your Academic Structure must be clearly defined before implementing other Campus Solutions: Campus Community, Admissions, Student Records, Academic Advisement, Financial Aid and Student Financials.  All other modules are dependent on the basic structure set up for your institution.  

In general, the CS 9.2 Configuration Guides should be setup in the following order:

  • Academic Structure
  • Campus Community

The guide listed in bold is the guide you are working on now. This guide contains a brief description of any issues and /or recommended approaches for the table setups.  Tables that are configured and maintained outside the CS pillar may be contained in this document if they support the configuration of Academic Structure.  Actual values associated with those non-CS supporting tables will be found in the appropriate configuration guide in the other pillar(s). In addition to this documentation, please refer to the appropriate sections in PeopleBooks for additional details for configuring and maintaining the CS product.

It is critical to design Academic Structure with the active participation of such modules as, for example, Academic Advisement, which is wholly dependent upon successful Academic Structure configuration. Due to Academic Structure being the foundation for course catalogs, class schedules, grading, awarding of financial aid, billing of students, using student/faculty Self Service, producing the degree audit, and reporting, it is important to include all other modules. We have attempted to indicate those modules that should be consulted in configuration throughout this guide.

Setup activity interrelationship diagram
Tables Contained Within This Process

The tables in the chart below are configured using this guide. The chart below is being provided as a quick reference for listing the contents of the guide, as well as defining table ownership.

Table Name (PS Name)

Text Name (Descriptive)

Owner

SETID_TBL

Table Set ID

Campus (REQ)

ESTAB_TBL

Establishment Table

HCM

ESTAB_PHONE

Establishment Phone

HCM

DEPT_TBL

Department Table

HCM

LOCATION_TBL

Location Address 

Campus (REQ)

HEGIS_CODE_TBL

HEGIS Code Table

Campus 

CIP_CODE_TBL

CIP Code Table

Campus (REQ)

GRADE_CAT_TBL

Grade Category Table

Campus (REQ)

GRADE_CAT_DTL

Grade Category Detail Table

Campus (REQ)

HOLIDAY_TBL

Holiday Table

HCM

CAMPUS_TBL

Campus Table

Campus (REQ)

GRADESCHEME_TBL

Grading Scheme Table

Campus (REQ)

GRADE_BASIS_TBL

Grading Basis Table

Campus (REQ)

GRADE_TBL

Grade Table

Campus (REQ)

CAMPUS_TBL

Campus Table

Campus (REQ)

INSTITUTION_TBL

Academic Institution Table

Campus (REQ)

INSTALLATION_SA

Installation SA Table

Campus (REQ)

ACAD_ORG_TBL

Academic Organization Table

Campus (REQ)

ACAD_ORG_FS_OWN

Academic Organization Financial Systems Owner

Campus (REQ)

ACAD_ORG_HR_OWN

Academic Organization Human Resources Owner

Campus (REQ)

SUBJECT_TBL

Academic Subject Table

Campus (REQ)

SUBJ_OWNER_TBL

Subject Owner Table

Campus (REQ)

SUBJ_COMPONENT

Subject Workload Component

Campus (REQ)

TERM_TYPE_TBL

Term Type Table

Campus (REQ)

UNIT_CONVR_TBL

Unit Conversion Table

Campus (REQ)

HOLIDAY_TBL

Holiday Schedule Table

HCM

HOLIDAY_DATE

Holiday Date Table

HCM

ACAD_CAR_TBL

Academic Career Table

Campus (REQ)

ACAD_CAR_PTRS

Academic Career Pointers

Campus (REQ)

ACAD_GROUP_TBL

Academic Group Tables

Campus (REQ)

CATLG_CAR_TBL

Academic Career Levels

Campus (REQ)

STND_MTGPAT_TBL

Standard Meeting Patterns

Campus (REQ)

CAR_PTR_EXC

Career Pointer Exceptions

Campus (REQ)

CAR_PTR_EXC_DTL

Career Pointer Exceptions Detail

Campus (REQ)

GB_EXC_MAP

Grade Basis Exception Map

Campus (REQ)

GB_EXC_MAP_DTL

Grade Basis Exception Map Detail

Campus (REQ)

DEGREE_TBL

Degree Table

Campus (REQ)

TERM_VAL_TBL

Term Values Table

Campus (REQ)

TERM_TBL

Term Table

Campus (REQ)

SESSION_TBL

Session Table

Campus (REQ)

TIME_PERIOD_TBL

Time Period Table

Campus (REQ)

SESS_TIME_PEROD

Session Time Period

Campus (REQ)

ACAD_CAL_TABLE

Academic Calendar Table

Campus (REQ)

ACAD_CALTRM_TBL

Academic Calendar Term Table

Campus (REQ)

ACAD_CALSES_TBL

Academic Calendar Session Table

Campus (REQ)

LVL_LD_RULE_TBL

Level Load Rules Table

Campus (REQ)

ACAD_LEVEL_TBL

Academic Level Table

Campus (REQ)

ACAD_LOAD_TBL

Academic Load Table

Campus (REQ)

ACAD_LOAD2_TBL

Statistics Period Load Table

Campus (REQ)

STUDY_FIELD_TBL

Field of Study Table

Campus (REQ)

ACAD_PROG_TBL

Academic Program Table

Campus (REQ)

ACAD_PROG_OWNER

Academic Program Owner

Campus (REQ)

HOME_CAMPUS_TBL

Home Campus Table

Campus (REQ)

ENRL_LIMITS_TBL

Enrollment Limits Table

Campus (REQ)

SESSN_ENRLIMTBL

Session Enrollment Limits Table

Campus (REQ)

ACAD_PLAN_TBL

Academic Plan Table

Campus (REQ)

ACAD_PLAN_OWNER

Academic Plan Owner

Campus (REQ)

ACAD_SUBPLN_TBL

Academic SubPlan Table

Campus (REQ)

ENRL_RSN_TBL

Enrollment Reason Table

Campus (REQ)

ROOM_CHRSTC_TBL

Room Characteristics Table

Campus (REQ)

BLDG_TBL

Building Table

Campus (REQ)

FACILITY_TBL

Facility Table

Campus (REQ)

FACILITY_CMPNT

Facility Component

Campus (REQ)

FACILITY_CHRSTC

Facility Characteristics

Campus (REQ)





List of Translate Tables Important to Academic Structure

Following are the crucial translate tables that you will need to examine as you are setting up your Academic Structure.

Translate Table

Pre-requisite to

GRADING_BASIS

Creating the Grading Scheme Table which contains Grading Bases

ACAD_CAREER

Creating Academic Careers in the Academic Career Table component

EDUCATION_LVL

Creating Levels to attach in the Degree Table component

TERM_TYPE

Creating Academic Careers in the Academic Career Table component

TERM_CATEGORY

Creating terms in the Term/Session Table component

SESSION_CODE

Creating sessions in the Term/Session Table component

TIME_PERIOD

Creating time periods in the Term/Session/Table component

ACADEMIC_LEVEL

Creating level rules in the Level/Load Rules Table component

ACADEMIC_LOAD

Creating load rules in the Level/Load Rules Table component

ACAD_PLAN_TYPE

Creating academic plans in the Academic Plan Table component

ACAD_SUBPLN_TYPE

Creating academic subplans in the Academic SubPlan Table component

FACILITY_TYPE

Creating facilities (rooms) in the Facilities Table component

ENRL_ACTION

Creating enrollment action reasons in the Enrollment Action Reason component





Tableset IDs

Define TableSet ID.

Five characters are required for the TableSet code value.

One TableSet ID will be created for each of the 34 Institutions.

TableSet ID page

Navigation:  PeopleTools > Utilities > Administration > TableSet IDs

Security (being added by Security Team): ZD SACR Academ Struct Config
Menu:  UTILITIES
Component:  SETID_TABLE
Page:  SETID_TABLE
Action:  A/UD

Business Unit

Define Business Unit.

At least one Business Unit will be created for each of the 34 Institutions.

Business Unit values will be provided by the Finance Pillar and Institution specific values will be documented in the local Finance configuration and decision guide.

 

Business Unit tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Business Unit

Security: ZD SACR SF All Config
Menu:  SETUP_HRMS
Component:  HR_BUSINESS_UNIT
Page:  Business Unit
Action:  A/UD

Business Unit Reference

Define Business Unit Reference.

At least one Business Unit will be created for each of the 34 Institutions.

Business Unit values will be provided by the Finance Pillar and Institution specific values will be documented the local Finance configuration and decision guide.

Business Unit Reference tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Business Unit (Reference tab)

Security: ZD SACR SF All Config
Menu:  SETUP_HRMS
Component:  HR_BUSINESS_UNIT
Page:  Business Unit Reference
Action:  A/UD

SF Business Unit

Define basic business rules for each Business Unit.

At least one value will be created for each of the 34 Institutions.

Business Unit values are documented in the Student Financials configuration and decision guide.

General 1 tab

Navigation:  Set Up SACR > Product Related > Student Financials > SF Business Unit

Security: ZD SACR SF All Config
Menu:  DEFINE_STUDENT_FINANCIALS
Component:  BUSINESS_UNIT_SF
Page:  BUS_UNIT_TBL_SF
Action:  A/UD/DA/C

Transaction

Used to set the regulatory regions that are available to use in the HR system.

Security - Look for the security table of REGIONAL TRANSACTIONS if your regions are not displaying.  

At least one value will be created for each of the 34 Institutions.  Values are provided by the HCM Pillar.

Transaction tab

Navigation:  Set Up Common Objects > Install > Regional Transactions choose standard

Security: ZD SACR SF All Config
Menu:  SETUP_HRMS
Component:  REG_TRX_REGION
Page:  Transactions
Action:  A/UD

Regions in Transaction

Used to set the regulatory regions that are available to use in the HR system.

Set this Value to only include USA.

Values are provided by the HCM Pillar and will be included in the local HCM configuration and decision guide.

Regions in Transaction tab

Navigation:  Set Up Common Objects > Install > Regional Transactions (choose "STANDARD" >  Regions in Transaction tab)

Security: ZD SACR SF All Config
Menu:  SETUP_HRMS
Component:  REG_TRX_REGION
Page:  Regions in Transactions
Action:  A/UD

Establishment Address

Define an establishment, address, and phone numbers.

One Establishment ID is required for each Institution.  

This table is shared with the HCM Pillar and values are provided by the HCM Pillar.

Establishment Address tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Establishment > Search Establishment Address

Security: ZD SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  ESTABLISHMENT_DATA
Page:  Establishment Address
Action:  A/UD/DA/C

Phone Numbers

Enter the establishment’s telephone, fax machine, and other related numbers.

The Main Phone Number to the Establishment/Institution will be entered in this page.

Values are provided by the HCM Pillar.

Phone Numbers tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Establishment >  Use Search or Add function

Security: ZD SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  ESTABLISHMENT_DATA
Page:  Phone Numbers
Action:  A/UD/DA/C

Location Addresses

Define physical locations in your organization.

Locations refer to sites at which the Institution conducts classes and are associated with a campus on the CS Campus Table.  All colleges will be configured with a main location code “MAINL” and may configure additional local values. See the location configuration and decision guide for additional values.

Location values are also defined in the HCM Location Table page. See HCM guide for values.

Location Address tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Location Use Search or Add function

Security: ZZ SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  LOCATION_TABLE
Page:  Location Address
Action:  A/UD/DA/C

Location Profile

Used for HR Functionality.

N/A

Location profile data page is not required for use in CS and will not be configured for CS locations.

Location Profile tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Location Use Search or Add function

Security: ZZ SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  LOCATION_TABLE
Page:  Location Profile
Action:  A/UD/DA/C

Department Profile

Define Departments, which are the business entities in your Institution.

The Department table is owned and maintained by the Financials and HCM Pillars. CS will coordinate with HCM to determine the departments in the Department table required for CS. See local HCM guide for values.

Department Profile tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Departments  Use Search or Add function

Security: ZD SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  DEPARTMENT_TABLE
Page:  Department Profile
Action:  A/UD/DA/C

Commitment Accounting and EG

Used for HR Functionality.

Coordination with HCM is recommended to determine the information that should reside in this table. Values are provided by the HCM Pillar.

Department Table tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Departments > Comm. Acctg. And EG

Security: ZD SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  DEPARTMENT_TABLE
Page:  Comm. Acctg. And EG
Action:  A/UD/DA/C

Department Security Tree

Define Departments, which are the business entities in your Institution.  The Department Tree is owned by HR.

Department security tree is configured and maintained by HCM.  Limited access must be given to assign Department values in the CS pillar.

Department Table tab

Navigation:  Tree Manager > Tree Manager: click on the "pencil" icon from the Department Tree

Security: ZD SACR Academ Struct Config
Menu:  TREEMANAGER
Component:  PSTREEMGR
Page:  Tree Manager, Pstreemgrxfer
Action:  A/C

Set Up Department Security Tree to Permission Lists

Setup the Department Security for a Row Security Class using the Department Security Trees.

Department Security tree and permissions are defined and maintained by HCM.

Security by Dept Tree page

Navigation:  Set Up Common Objects > Security > Core Row Level Security > Security by Dept Tree

Security: ZD SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  SCRTY_DATA
Page:  Security by Dept Tree
Action:  A/UD

Refresh the Operator Security Join Table

Run a process to update the row level security on users after changes have been made to the permission list  department security tree table.

This process is defined and maintained by HCM.

After the tree manager values have been set in place and the department security permission list table have been set up this process has to be scheduled to run in order for all user security to be updated.

Refresh Row Security Operator page

Navigation:  Set Up Common Objects > Security > Core Row Level Security > Refresh SJT_CLASS_ALL

Security: ZD SACR Academ Struct Config
Menu:  SETUP_HRMS
Component:  SCRTY_OPR_RC
Page:  Refresh Row Security Operator
Action:  A/UD

Grade Category Table

Establish new grade category prompt values that can be assigned in the Grading Scheme table and then used as field values for derived lists at the line item detail level when building academic advisement rules. On the Requirement Line Item Detail page, if the line detail type is DLST, then one of the List Recall Mode field values is Grade Category.

At this time, four Grade Categories will be created for each college. Additional local values may be created.

Grade Category Table page

Navigation:  Set Up SACR > Product Related > Student Records > Grading > Grade Category

Security: ZZ SACR Student Rec Config
Menu:  DEFINE STUDENT ADMINISTRATION
Component:  GRADE_CATEGORY
Page:  Grade Category
Action:  A/UD/DA/C

Grading Scheme Table

Define all valid Grading Schemes, grading bases, and grades that have been used both historically and currently at your Institution.

A Grading Scheme defines a valid set of Grading Bases for an Institution. Grading Bases hold the grades the institution has used historically and those currently in use.

A Grading Scheme is linked to a SetID rather than to an Institution. All colleges will be configured with two Grading Schemes listed below. See local configuration values embedded below.

Grading Scheme Value  Eff Date  Status  Descr                                           Short Descr

ACA                                 1/1/1901   A          Credit Grading Scheme               CrGrd

CON                                1/1/1901   A          Continuing Ed Grading Scheme  Continuing

Grading Scheme Table page

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Grading Scheme Table

Security: ZD SACR Found Tbl Config Inq and ZD SACR Academ Struct Config
Menu:  DEFINE STUDENT ADMINISTRATION
Component:  GRADE_SCHEME
Page:  Grading Scheme Table
Action:  A/UD/DA/C

Academic Institution 1

Create Academic Institution and define default and set up values for Academic Institutions.

Each college will have one unique Institution code. Each code begins with “WA” followed by the 3-digit college code.

Academic Institution 1 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 1
Action:  A/UD/DA/C

Academic Institution 2

Define default and set up values for academic Institutions.

The Transfer Grading scheme and basis listed are default values used for courses transferred in from an outside Institution.  The Transfer Grading Scheme will be based on the grading scheme for the Academic Career.  The Transfer Grading Basis will be the transfer grade basis = “TRN”

School Grading Basis is defaulted to “GRD”.

SR Class Schedule Facility Conflict Checking will be selected for use.

Print National ID on Enrl. Ver will be unchecked  the delivered Enrollment Verification will not be used.

Course defaults:

  • Campus is defaulted to “MAIN”
  • Student Specific Permissions will be unchecked
  • Auto Enroll from Wait List will be selected
  • Enroll into Course Milestones will be unchecked

Course Cancellation defaults:

  • Enrollment Action Reason will be “CANC” for cancelled
  • Both Drop Related Components options will be selected

 

Academic Institution 2 tab

Navigation:  Set Up SACR> Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 2
Action:  A/UD/DA/C

Academic Institution 3

Define default and set up values for Academic Institutions.

Class Meeting Attendance Type will be set to “MTG”  class meeting.  

Student Attribute for Cohort will be set to “CHRT”  student cohort.  An attribute value designating entry term will be added for each UGRD student with CHRT attribute.

This value is required for reporting.

NSC Options

  • AGD Rule  used to determine how the delivered NSC extract process calculates the Expected/Anticipated Graduation Date.  This value will be set to Use Expected Grad Term
  • Month Factor will be 24
  • FICE Code will be populated with the appropriate values by Institution

LMS Options - Use the LMS Options group box to specify LMS file type default values and personal data extract parameters.

Academic Institution 3 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 3
Action:  A/UD/DA/C

Academic Institution 4

Use this page to activate Instructor Workload functionality and to establish high level limits, workload preferences, and default values for instructor workload at your Institution.

Workload values will be configured in collaboration with HCM.

Academic Institution 4 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 4
Action:  A/UD/DA/C

Academic Institution 5

Define default and set up values for Academic Institutions.

Academic Program Option, Select Acad Prog During Enroll will be unselected.

Academic Institution 5 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 5
Action:  A/UD/DA/C

Academic Institution 6

Define default and set up values for Academic Institutions.

N/A - Not used for US institutions. No data will be entered here.

Academic Institution 6 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 6
Action:  A/UD/DA/C

Academic Institution 7

Define default and set up values for Academic Institutions.

These values are defined for use in the Student and Advisor Centers.  

Predefined Academic Advisement Report Types are assigned on this page.

The following values will be configured for each college:

Self-Service Report Types

  • Student academic requirement report: ADV  Academic Advisement Report
  • Student plan and search by requirements: PLN  Planner Advisement Report
  • Student What-If Report: WIF  What-If Advisement Report
  • Prematriculated Student What-If Report: WIF  What-If Advisement Report
  • Advisor What-If Report: WIF  What-If Advisement Report

Fluid Report Types

  • Academic Progress Summary: ADV  Academic Advisement Report
  • Academic Progress: ADV  Academic Advisement Report
  • Course Requirements Alerts: ADV  Academic Advisement Report

Fluid Page Option

  • Max GPA for Chart Display: 4.0

At this time, Student Transfer Credit What-If Report and Pre-matriculated Student Transfer Credit  will not be populated.

Academic Institution 7 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 7
Action:  A/UD/DA/C

Academic Institution 8

Define default and set up values for Academic Institutions.

This is used for Graduation Tracking and Self-Service options.

Use Graduation Tracking will be selected.  Assign predefined default Graduation Review Status of will be Applied “AG”.

When Self Service options are selected, the self-service Apply for Graduation process looks for a degree checkout status of Eligible to Graduate on the student's academic program.  Students will be set to eligible using the delivered process, eligible students will apply via Self Service and updates to graduation statuses will be done manually by staff as graduation applications and requirements are evaluated.  Assign predefined default Program Action Reason of Apply for Graduation “GRAP”.

The Grad Status Alternate Label of Eligible for Graduation will be updated to “Eligible to Apply for Graduation”.

Academic Institution 8 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 8
Action:  A/UD/DA/C

Academic Institution 9

Define default and set up values for Academic Institutions.

WACTC colleges will not use Program Enrollment and Activity Management.

Academic Institution 9 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 9
Action:  A/UD/DA/C

Academic Institution 10

Define default and set up values for Academic Institutions.

N/A - Affiliation Code/Research Processing will not be used by WACTC colleges. Leave Affiliation code field blank.

Academic Institution 10 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Institution Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  INSTITUTION_TBL
Page:  Academic Institution 10
Action:  A/UD/DA/C

Campus Table

Define campus values.

Each college will be configured with one Campus value of “MAIN.” Colleges with more than one location will configure additional local Location codes and attach those to the Campus Table.

Campus Table page

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Campus Table

Security: ZD SACR Found Tbl Config In and ZD SACR Academ Struct Config
Menu:  DESIGN ACADEMIC STRUCTURE
Component:  CAMPUS_TABLE
Page:  Campus Table
Action:  A/UD/DA/C

Academic Organization Table

Create a listing of all academic organizations defined in the system.

Academic Organizations define how the Institution is administered from an academic perspective.  At the lowest level, an Academic Organization can be compared to an Academic Department.  At a higher level, an Academic Organization can represent an Academic Division.

Each college will be configured with a high-level institution Organization to which all Organizations roll up to. All other Organizations are locally defined.

Academic Organization Table tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Organization Table

Tree Manager> Tree Manager: click on the  icon from the Academic Organization Tree

Security:

  • ZD FWL View Config
  • ZD SACR Found Tbl Config In
  • ZD SACR Academ Struct Config

Menu:  DESIGN ACADEMIC STRUCTURE
Component:  ACADEMIC_ORG_TBL
Page:  Academic Organization Table
Action:  A/UD/DA/C

Acad Organization FS Owner

Assign Financial System (FS) ownership(s) for each Department within a business unit.

N/A. The FS Owner is not being used by colleges.

Acad Organization FS Owner tab

Navigation:  Set Up SACR> Foundation Tables> Academic Structure> Academic Organization Table > Acad Organization FS Owner

Security:

  • ZD FWL View Config
  • ZD SACR Found Tbl Config In
  • ZD SACR Academ Struct Config

Menu:  DESIGN ACADEMIC STRUCTURE
Component:  ACADEMIC_ORG_TBL
Page:  Acad Organization FS Owner
Action:  A/UD/DA/C

Acad Organization HR Owner

Assign Human Resource (HR) ownership to each Department.

N/A. The FS Owner is not being used by colleges.

Acad Organization HR Owner tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Organization Table > Acad Organization HR Owner

Security:

  • ZD FWL View Config
  • ZD SACR Found Tbl Config In
  • ZD SACR Academ Struct Config

Menu:  DESIGN ACADEMIC STRUCTURE
Component:  ACADEMIC_ORG_TBL
Page:  Acad Organization HR Owner
Action:  A/UD/DA/C

Tree Manager: Academic Organization

Create, update, view the Tree where the Tree Name = ‘ACAD_ORGANIZATION’.

The Tree Manager is used to define a hierarchical representation of Academic Organizations. All colleges’ Organizations will be configured in the ACAD_ORGANIZATION tree. The Academic Institution value on the Organization record must be the same as the Institution that owns it in the Academic Organization tree.  If these components are not in sync, security and reporting are adversely affected.

Values and hierarchy are locally defined.

Tree Manager page

Navigation:  Tree Manager> Tree Manager

Security: ZD Tree Viewer
Menu:  TREEMANAGER
Component:  PSTREEMGR
Page:  Tree Manager, Pstreemgrxfer
Action:  A/C

Tree Definition and Properties

Click on the Tree Definition link to get to the Tree Definition and Properties page.  

The Tree Manager is used to define a hierarchical representation of Academic Organizations. All colleges’ Organizations will be configured in the ACAD_ORGANIZATION tree. The Academic Institution value on the Organization record must be the same as the Institution that owns it in the Academic Organization tree.  If these components are not in sync, security and reporting are adversely affected.

Values and hierarchy are locally defined.

Tree Definition and Properties page

Navigation:  Tree Manager> Tree Manager

Security: ZD SACR Academ Struct Config
Menu:  TREEMANAGER
Component:  PSTREEMGR
Page:  PSTREEMGR
Action:  A/UD/DA/C

Update Academic Organization Security

Link the academic organization security tree to academic organization security so that the system recognizes the current effective-dated academic organization security tree.

This process updates the Setup SACR > Security > Secure Student Administration > User ID> Academic Org Security view to allow you to grant access to users.  

Update Security-Acad Orgs page

Navigation:  Set Up SACR > Security > Secure Student Administration > Process > Update Security - Acad Orgs

Security: ZC SACR Config
Menu:  SECURE_STUDENT_ADMIN
Component:  RUN_SA505
Page:  RUNCTL_ASOFDATE
Action:  A/UD/DA/C

Tableset Control

Define TableSet Control Details.

Define tableset controls and adjust tableset sharing.

Record Group tab

Navigation:  PeopleTools > Utilities > Administration > TableSet Control

Security: ZD SACR Academ Struct Config
Menu:  UTILITIES
Component:  SET_CNTRL_TABLE1
Page:  SET_CNTRL_TABLE2
Action:  A/UD

Academic Subject Table

Create subject areas and define taxonomy and workload values.

An academic subject area is a specific area of instruction within an academic organization. Subjects are tied back to the academic organization(s) that offer them.  

Blind Grading and Split Ownership will not be used by WACTC colleges.

Academic Subject Table tab

Navigation:   Set Up SACR > Foundation Tables > Academic Structure > Academic Subject Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu:  DESIGN_ACADEMIC_STRUCTURE
Component:  SUBJECT_TABLE
Page:  SUBJECT_TABLE
Action:  A/UD/DA/C

Subject Taxonomy

Define taxonomy values.

CIP Codes will not be assigned to Academic Subjects.

HEGIS and Field of Study fields will not be used by WACTC colleges.

Subject Taxonomy tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Subject Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu:  DESIGN_ACADEMIC_STRUCTURE
Component:  SUBJECT_TABLE
Page:  SUBJECT_TABLE
Action:  A/UD/DA/C

Subject Workload (n/a)

Enter special workload calculation defaults applied to each course taught under this subject.

Subject Workload will not be used by WACTC colleges.

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Subject Table > Subject Workload

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu:  n/a
Component:  n/a
Page:  n/a
Action:  n/a

Holiday Schedule Table

Enter holiday dates and descriptions.

The CS Academic Structure and HCM Pillar share the Holiday Schedule table on which multiple types of holiday calendars can be configured.

The CS Academic Structure will have one Academic Holiday Calendar - CS (AHCCS) for defining those holidays on which classes are not to be scheduled.  Coordination with HCM is required to access the Holiday Schedule Table as it resides in the HCM pillar.

Holiday Schedule tab

Navigation:  Set Up Common Objects > Foundation Tables > Organization > Holiday Schedule

Security: ZD SACR Academ Struct Config
Menu: SETUP_HRMS
Component: HOLIDAY_SCHED_TBL
Page: HOLIDAY_SCHED_TBL
Action:  A/UD/DA/C

Acad_Career Translate Table

List of values to associate to a career.

Delivered values of “UGRD” and “CNED” will be used for Academic career values. UGRD description is modified to “Academic Career” and CNED will use delivered description “Continuing Education.”

Maintain Translate Values page

Navigation:  PeopleTools > Utilities > Administration > Translate Values Type = ACAD_CAREER

Security: ZD SACR Academ Struct Config
Menu: UTILITIES
Component: PSXLATMAINT
Page: PSXLATMAINT
Action:  A/UD/DA/C

Academic Career Table

Describe academic careers and set parameters for each academic career, such as Grading Scheme.

Academic career is a concept used in Campus Solutions to designate all course work undertaken by a student at an Academic Institution, which is grouped together in a single student record with its own set of academic statistics (such as GPA).

Academic Plan Type will be “Major”.

Grading Scheme will be “ACA”.

Default for Term Activation will be “Term Begin Date”.

Transfer Credit Defaults:

  • Grading Basis will be TRN
  • Transfer Grade will be T
  • Transcript Level will be Print on Official
Academic Career Table tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Career Table > Academic Career Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component: ACAD_CAREER_TBL
Page: ACAD_CAREER_TBL
Action:  A/UD/DA/C

Academic Career Table 2

Establish additional academic career properties and defaults.

The Term Unit Type will be pre-defined value of Quarter “Q”.

The “UGRD” Career will have a primacy value of “5”.  The “CNED” Career will have a primacy value of “10”.

There will be one Academic Holiday Calendar (AHCCS) for defining those holidays on which classes are not to be scheduled.

Enroll into Course Milestones will be unchecked.

Graduate Level indicator will be unchecked.

Use Dynamic Class Dates will be checked.

Dynamic Class Date Rule will be populated with DYN.

Allow OEE Enrollment will be checked.

OEE Dynamic Date Rule will be populated with OEE.

The *AA Oprid Display Option will be set to Do Not Display.

Edit Advisor Against the Instructor Advisor table.

Appointment Control Unit Limit will be set to Apply by Sesssion.

Academic Career Table 2

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Career Table > Academic Career Table 2

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CAREER_TBL
Page: ACAD_CAREER_TBL2
Action:  A/UD/DA/C

Academic Career Pointers

Allows you to specify whether or not a student within an academic career can enroll in courses from another academic career at a particular Academic Institution.

Use the Academic Career Pointers page to specify whether or not a student within an academic career can enroll in courses from another academic career at a particular Academic Institution.

Students in “UGRD” career can enroll in “CNED” career courses.  Students in “CNED” career cannot enroll in “UGRD” courses.

Academic Career Pointers tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Career Table > Academic Career Pointers

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CAREER_TBL
Page:  ACAD_CAR_PTRS
Action:  A/UD/DA/C

Repeat Checking

Use this page to define the repeat-checking controls for students in this Academic Career.

Use the Repeat Checking page to define repeat-checking controls at the academic career level. This is also where you link a repeat rule to an academic career.

The ACAD Repeat Scheme and ACADEMIC Repeat Rules will be used for the UGRD career.

Repeat Checking tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Career Table > Repeat Checking

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CAREER_TBL
Page:  ACAD_CAR_RPT_CHK
Action:  A/UD/DA/C

Self Service Options

Use this page to define Self-Service options that control the Self-Service experience of students in this Academic Career.

Self Service Academic Program: Allow Student to Select will be unselected.

Self Service Enrl Appt Edit: The Online and Engine option will be selected.

Graduation Self-Service: Override Institution Setup will be selected for the Continuing Education “CNED” career only.  Leave all other fields blank below override check box.

Self Service Options tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Career Table > Self Service Options

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CAREER_TBL
Page:  SSR_ACDCAR_SELFSRV
Action: A/UD/DA/C

Academic Group Table

Define Academic Groups within an Institution.

Academic Group identifies the highest-level breakdown of course-offering entities (such as a Division) within your Institution, and is attached to programs in the Academic Program Table.  

PeopleSoft Enterprise Student Financials uses academic groups for tuition calculation.

Course Defaults:

  • Student Specific Permissions will not be selected
  • Auto Enroll from Wait List will be selected
Academic Group Table tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Group Table > Academic Group Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_GROUP_TBL
Page:  ACADEMIC_GROUP_TBL
Action:  A/UD/DA/C

Academic Career Level Table

Use this page to allow students in various careers to enroll in courses associated with a particular Academic Group.

For each Academic Career, the highest level catalog number value will be entered. See Academic Groups file above values.

Academic Career Level Table tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Group Table > Academic Career Level Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_GROUP_TBL
Page: CATLG_CAREER_TBL
Action:  A/UD/DA/C

Standard Meeting Patterns

Use the Standard Meeting Pattern area to define meeting patterns to be used when setting up your class schedule.  

All typical patterns will be defined here. These patterns are a data entry aid when scheduling classes. All Academic Groups will be configured with 12 standard meeting patterns. Colleges may request additional patterns as needed. See the table below for local values.

Standard Meeting Pattern table
Standard Meeting Patterns tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Group Table > Standard Meeting Patterns

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_GROUP_TBL
Page:  STND_MTG_PAT_TBL
Action:  A/UD/DA/C

Career Pointer Exception Rule (n/a)

Define exceptions to enrollment career pointers.

N/A - Career pointer exception rules enable you to define exceptions to the regular academic career rules from the Academic Career Pointers page. Career pointer exception rules will not be used by WACTC colleges.

Career Pointer Exception Rule page

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Career Pointer Exception Rule

Security: ZC SACR Config and ZD SR Super User
Menu: n/a
Component:  n/a
Page:  n/a
Action:  n/a

Time Period Table

Define time periods or critical points in time for each academic career.

Time period values are delivered as translate values.  All delivered values will be included for each Academic Institution and Academic Career. Three additional custom values were created for enrollment security purposes.

Time Period table
Time Period Table page

Navigation:  Set Up SACR > Product Related > Student Records > Enrollment > Time Period Table

Security: ZC SACR Config and ZD SACR Student Rec Config
Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  TIME_PERIOD_TABLE
Page:  TIME_PERIOD_TABLE
Action:  A/UD/DA/C

Term Table

Use this page to define a term offered for students in a specific career at your Institution.

Historic terms/sessions are pre-populated with each college’s defined legacy values. Values for go-live and beyond are provided by the college. College maintains values after go-live.

Term Table tab

Navigation:  Set Up SACR > Foundation Tables > Term Setup > Term/Session Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ Early Alert Reviewer 2
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  TERM_TABLE
Page:  TERM_TABLE
Action:  A/UD/DA/C

Session Table

Use this page to define a session offered within a term for students within a specific career at your Institution.

Values for go-live and beyond are provided by the college. College maintains values after go-live.

Session Table tab

Navigation:  Set Up SACR > Foundation Tables > Term Setup > Term/Session Table > Session Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ Early Alert Reviewer 2
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  TERM_TABLE
Page:  SESSION_TABLE
Action:  A/UD/DA/C

Session Time Periods

Use this page to establish session time periods for a specific career and term. These define milestone time periods within each session of a term.

Values for go-live and beyond are provided by the college. College maintains values after go-live. Session time periods for 135  End of Add, 145  End of Drop, and 300  End of Term must be entered for each session each term. These are required for enrollment security purposes.

Session Time Periods tab

Navigation:  Set Up SACR > Foundation Tables > Term Setup > Term/Session Table > Session Time Periods

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ Early Alert Reviewer 2
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  TERM_TABLE
Page: SESS_TIME_PERIODS
Action: A/UD/DA/C

Enrollment Action Reason

Define enrollment action reasons to provide relevant information about class enrollment transactions.

Enrollment Action Reasons are used to categorize actions such as adds, drops, and grade changes for reporting purposes. These are also used by Student Financials to establish refunding rules. Colleges will be configured with a standard set of Enrollment Action Reasons but can add additional codes as needed. See the local configuration and decision guide for Student Records for values.

Enrollment Action Reason Table page

Navigation:  Set Up SACR > Product Related > Student Records > Enrollment > Enrollment Action Reason

Security:

  • ZC SACR Config
  • ZD SACR Student Rec Config
  • ZZ SACR Student Rec Config

Menu: DEFINE_STUDENT_RECORDS
Component:  ENRL_RSN_TBL
Page:  ENRL_RSN_TBL
Action:  A/UD/DA/C

Term Calendar 1

Describe academic calendars for an academic career.

The Academic Calendar drives much of the day-to-day business at a university. Calendars impact enrollment, financial aid, graduation, and statistical reporting. Colleges will be configured with two Academic Calendars, one for each Career.

Term Calendar chart
Term Calendar 1 tab

Navigation:  Set Up SACR > Foundation Tables > Term Setup > Academic Calendar > Term Calendar 1

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CALENDAR_TBL
Page:  ACAD_TERM_CAL1
Action: A/UD/DA/C

Term Calendar 2

Enter information dates for term withdrawal or cancellation.

Dates on this page are informational only but are required to utilize term withdrawal functionality. When you perform a term withdrawal or cancellation, the Stud Records Term Withdrawal COBOL/SQL process (SRPCWDPR) uses dates defined for the session, not the term.  (See Session Calendar 1 page below.)

Term Calendar 2 tab

Navigation:  Set Up SACR > Foundation Tables > Term Setup > Academic Calendar > Term Calendar 2

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CALENDAR_TBL
Page:  ACAD_TERM_CAL2
Action:  A/UD/DA/C

Term Calendar 3

Set up term landmark dates for students who are active in the specified term for the specified academic career. These landmark dates are for class enrollment, graduation, statistical reporting, and transcript purposes.

Census date must abide by SBCTC census date policy based on number of instructional weeks.

Term Calendar 3 tab

Navigation:  Set Up SACR > Foundation Tables > Term Setup > Academic Calendar > Term Calendar 3

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CALENDAR_TBL
Page:  ACAD_TERM_CAL3
Action:  A/UD/DA/C

Term Calendar 4

Define valid graduation application dates for each term. The system uses the date range to control the values that students can select in the Expected Graduation Term field on the Self Service Apply for Graduation  Select Graduation Term page.

Self-service graduation application is a local decision.

Term Calendar 4 tab

Navigation: Set Up SACR > Foundation Tables > Term Setup > Academic Calendar > Term Calendar 4

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CALENDAR_TBL
Page:  ACAD_TERM_CAL4
Action:  A/UD/DA/C

Session Calendar 1

Set up the class cancellation and withdrawal deadlines and data that the Student Records Term Withdrawal / Cancellation process uses when a student cancels or withdraws from a term or session within a specified academic career.

Dates will be configured for each of the sessions within each term.

Session Calendar 1 tab

Navigation: Home > Set Up SACR > Foundation Tables > Term Setup > Academic Calendar > Session Calendar 1

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CALENDAR_TBL
Page:  ACAD_SESN_CAL2_TBL
Action:  A/UD/DA/C

Session Calendar 2

Set up the session drop deadlines that the enrollment engine uses when a student drops a class within a particular session of an academic career.

Dates will be configured for each of the sessions within each term.

Session Calendar 2 tab

Navigation: Set Up SACR > Foundation Tables > Term Setup > Academic Calendar > Session Calendar 2

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SACR Term Config
  • ZD SR Super User
  • ZZ SACR Term Config

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACAD_CALENDAR_TBL
Page:  ACAD_SESSN_CAL_TBL
Action:  A/UD/DA/C

Level/Load Rules Table

Define how the rules for students’ academic level and load should be determined.  

Colleges are configured with two load/level rules: BACH  Baccalaureate and UG2 - Academic. This setup requires collaboration with Financial Aid.

Level Determination will be set to Base on Units

Load Determination will be set to Base on Units

First Time Mapping for IPEDS:

  • Academic Level  
    • BACH: Junior
    • UG2:  Freshman
  • Maps to IPEDS Academic Level
    • BACH: Junior
    • UG2: First Time Freshman
Level/Load Rules Table tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Level/Load Rules Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  LVL_ST_RULE_TBL
Page:  LVL_ST_RULE_TBL
Action:  A/UD/DA/C

Academic Level Table

Use the Academic Level Table page to define the cumulative units needed to attain an Academic Level as well as year category for financial aid purposes.

Academic Level table
Academic Level Table tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Level/Load Rules Table > Academic Level Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  LVL_ST_RULE_TBL
Page:  ACAD_LEVEL_TBL
Action:  A/UD/DA/C

Academic Load Table

Use the Academic Load Table page to define the minimum unit value necessary, per term category, to achieve certain academic load standing.

Academic Load Table tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Level/Load Rules Table > Academic Load Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  LVL_ST_RULE_TBL
Page:  ACAD_LOAD_TBL
Action: A/UD/DA/C

Statistics Period Load

Use the Statistics Period Load page to define the contiguous term Academic Load Rules that the system will use during the Consolidate Academic Statistics process.

The Consolidate Academic Statistics process uses the rules on this page to determine a student’s academic load when processing an Academic Statistics Period where the academic load rule value = 'Contiguous Terms'.

For the Consolidate Academic Statistics process to effectively combine a student’s academic loads for contiguous terms, be sure that you define contiguous term academic load rules for every academic level rule at your Institution for which you intend to run the Consolidated Academic Statistics process.

Configured with the same values as other pages.

Statistics Period Load tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Level/Load Rules Table > Statistics Period Load

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User
  • ZZ SACR Academ Struct Config

Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  LVL_ST_RULE_TBL
Page:  ACAD_LOAD2_TBL
Action:  A/UD/DA/C

Academic Program

Describe every academic program with which a student may be connected and link each program to an academic career, Grading Scheme, academic group, academic level rule, and academic calendar.  

An Academic Program is the entity to which a student applies, is admitted, and ultimately graduates. Each college will be configured with six Academic Programs:

Academic Program table

First Term Valid will be set to 0000.

The Academic Group will be the Institution code.

Programs in Academic Career  

  • Grading Scheme will be ACA
  • Default Grading Basis for Transfer Credit will be TRN. Default Grade - Transfer Credit will be T.
  • Academic Calendar will be AQTR

Continuing Education Program  

  • Grading Scheme will be CON.
  • Default Grading Basis for Transfer Credit will be PNP. Default Grade - Transfer Credit will be P.
  • Academic Calendar will be CECL

Academic Level rule will be based on the Academic Program: UG2 for all except BACH for BCHLR.

There will not be any Dual Academic Programs.

Default Campus will be set to MAIN.

Transcript Level will be set to Print on Official.

No Career Pointer Exception Rules will be used.

Residency Required will be selected for ACADM, PRFTC, BCHLR, and NOAWS. Residency Required will not be selected for CNTED or TRNST.

Financial Aid Eligible will be selected for ACADM, PRFTC, and BCHLR. Financial Aid Eligible will not be selected for CNTED, NOAWS, and TRNST.

Primacy Number will be set as follows  BCHLR (10), ACADM (20), PRFTC (30), TRNST (40), NOAWS (50),  CNTED (60).

Last Prospect Date will be left blank.

Last Admit Term will be left blank. Edit Advisors Against will be set to Instructor Advisor. .

Academic Program 1 tab

Navigation:  Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Academic Program

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  ACADEMIC_PROG_TBL
Action:  A/UD/DA/C

Standing/Honors

Use the Standing/Honors page to select Academic Standing/Honors and award rules and parameters for this academic program.

Academic Standing - There will be Academic Standing rule on every Academic Program for which standing is generated.  There will be one Academic Standing rule attached to each Academic Program by college, except Continuing Education. Each college will be configured with one Academic Standing Rule value of ACADRULE.

  • Calculate in Batch Only will be selected.
  • Associate with Academic Prog will not be selected.
  • Obey Fully Graded Date will be selected.
  • Exclude Term Category 1, 2, and 3 will be left blank.

Honor Award rule on every Academic Program for which standing is generated.  There will be one Honor Award rule attached to each Academic Program by college, except Continuing Education. Each college will be configured with one Honor Award Rule value of HONORSRULE.

  • Calculate in Batch Only will be selected.
  • Associate with Academic Prog will not be selected.
  • Obey Fully Graded Date will be selected.
  • Exclude Term Category 1, 2, and 3 will be left blank.

See Academic Standing and Honor Award rules sections below for local configuration.

Academic Standing and Honors tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Standing/Honors

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  ACAD_PROG_STDG_TBL
Action:  A/UD/DA/C

Taxonomy/Campus

Use this page to establish various attributes of the academic program.

CIP and HEGIS Codes will be left blank.

IPEDS Normal Completion (years): 3 years for Bachelors, ProfTech, and Academic. IPEDS Normal Completion for Continuing Ed, Transitional, and Non-Award Seeking will be blank.

Academic Organization will be set to the Institution for all Academic Programs.

Campus defaults  Will all be set to MAIN.

 

Taxonomy/Campus tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Taxonomy/Campus

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  ACAD_PROG_OWNR_TBL
Action:  A/UD/DA/C

Repeat/Incomplete

Use this page to apply a course repeat tracking rule and grade lapse rules applicable to all students within these academic programs.

The ACADEMIC Repeat Rule will be used for all Academic Programs in the UGRD Academic Career.

No Repeat Rules will be left blank for all Academic Programs in the CNED Academic Career.

Repeat/Incomplete tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Repeat/Incomplete

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  INCOMPLETE_GRADE
Action:  A/UD/DA/C

Enrollment

Use the Enrollment page to define class enrollment limits for students' academic programs, according to term categories.

Enrollment limits are determined by each college.

Enrollment tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Enrollment

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component: ACADEMIC_PROG_TBL
Page:  ENRL_LIMITS_TBL
Action:  A/UD/DA/C

Course

Use the Course page to specify students' enrollment limits for courses in a specified term category and session type within academic programs.

Leave this page blank by default.

Course tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Course

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  CRSE_COUNT_LIMITS
Action:  A/UD/DA/C

Dynamic Date

Use the Dynamic Date page to set up dynamic date fields for a specific academic program.

Cancel Reason will be set to DRNP.

Withdraw without Penalty Reason will be set to SDRP.

Withdraw with Penalty Grade Basis will be set to GRD. Withdraw with Penalty Grade will be set to W.

Withdraw with Greater Penalty Grade Basis and Grade will be blank.

Drop without Penalty Reason will be set to SDRP.

Drop with Penalty Grade Basis will be set to GRD. Drop with Penalty Grade will be set to W.

Dynamic Date tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Dynamic Date

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  ACAD_PROG_DYN_DATE
Action:  A/UD/DA/C

Graduation

Set up for program-specific usage of the graduation tracking process.

Override Inst & Career Setup will not be selected

Graduation tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Graduation

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  ACAD_PROG_DYN_DATE
Action:  A/UD/DA/C

Program Enrollment Mapping (n/a)

Set up for program-specific usage of Program Enrollment functionality.

N/A - Program Enrollment will not be used by WACTC colleges.

Navigation: Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Program Enrollment Mapping

Security: n/a
Menu: n/a
Component:  n/a
Page:  n/a
Action: n/a

Research Process Options (n/a)

Set up for graduate research processing.

N/A - Research Processing Options will not be used by WACTC colleges.

Research Processing Options tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Research Process Options

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  SSR_RS_PROG_SETUP
Action:  A/UD/DA/C

Advisement

Set up for program-specific usage of the What-If Advisement Report.

For WACTC colleges, select Show in What-If Advisor and Show in What-If Student for all Academic Programs that allow What-If Advisement Report capability  Academic (ACADM),  Professional/Technical (PRFTC), Transitional Studies (TRNST).

Show in What-If Pre-matriculated Student will not be selected for any Academic Program.

Advisement tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Program Table > Advisement

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PROG_TBL
Page:  SSR_PROG_TBL_AA
Action:  A/UD/DA/C

Academic Plan Table

Define academic objectives such as majors, minors, and specializations.

Academic Plans are configured locally but follow a standard global naming convention. See file below for local values.

All plans will be set to major.

First Term Valid will be set to 0000.

Transcript Level will be set to Print on Official.

Req Term Default will be set to Program’s Requirement Term.

Academic Plan Table tab

Navigation:  Home > Set Up SACR > Foundation Tables > Academic Structure > Academic Plan Table > Academic Plan Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component: ACADEMIC_PLAN_TBL
Page: ACADEMIC_PLAN_TBL
Action:  A/UD/DA/C

Taxonomy

Use the Taxonomy page on the Academic Plan Table > Taxonomy page to classify this Academic Plan according to CIP and HEGIS classifications and to link it to a Field of Study.

HEGIS Code will not be used by WACTC colleges.

NSC Classification will be selected based on the associated Academic Plan (Associate, Bachelor, Certificate, and Unspecified-Undergraduate).

Field of Study will not be used by WACTC colleges.

Plan Prospectus will not be used by WACTC colleges.

SULA Special Program will be selected based on the associated Academic Plan.

Taxonomy tab

Navigation:  Home> Setup SACR> Foundation Tables> Academic Structure> Academic Plan Table > Taxonomy

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PLAN_TBL
Page:  ACAD_PLAN_TAXONOMY
Action:  A/UD/DA/C

Owner

Use the Academic Plan Owner page to establish academic organization owners of the academic plan for reporting, analysis, and work distribution purposes.

N/A - Plan ownership will not be used by WACTC colleges.

Owner tab

Navigation:  Home> Setup SACR> Foundation Tables> Academic Structure> Academic Plan Table > Owner  

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PLAN_TBL
Page:  ACAD_PLAN_OWNER
Action:  A/UD/DA/C

Research Processing Options (n/a)

Research Tracking is used to support the admission, matriculation, and evaluation of a graduate research candidate or student.

N/A - Research Processing will not be used by WACTC colleges.

Research Processing Options tab

Navigation:  Home> Setup SACR> Foundation Tables> Academic Structure> Academic Plan Table > Research Processing Options

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PLAN_TBL
Page:  SSR_RS_PLAN_SETUP
Action:  A/UD/DA/C

Advisement

Set up for plan-specific usage of the What-If Advisement Report.

See academic plan table above for values.

Advisement tab

Navigation:  Home> Setup SACR> Foundation Tables> Academic Structure> Academic Plan Table > Advisement

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZD SR Super User

Menu: DESIGN_ACADEMIC_STRUCTURE
Component:  ACADEMIC_PLAN_TBL
Page:  SSR_PLAN_TBL_AA
Action:  A/UD/DA/C

Building Table

Identify and describe your Institution’s buildings and map them for APDB reporting purposes.

Buildings are configured locally but follow a standard naming convention.

Building Table page

Navigation:  Home > Set Up SACR > Foundation Tables > Facilities > Building Table

Security: ZC SACR Config and ZD SACR Found Tbl Config Inq
Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  BLDG_TBL
Page: BLDG_TBL
Action:  A/UD/DA/C

Facility Table

Establish Facilities (classrooms, labs, etc.) within buildings and map them for APDB reporting purposes.

Facilities are configured locally but follow a standard naming convention. Facility ID will be a combination of building and room information and will be set in conjunction with 25Live configuration. See file below for local values.

Facility Group will not be selected.

If the Location Code is known, it will be included. If the location is not known, the main location will be used as the Location Code.

Facility Types will use existing values. If the Facility Type is unknown, Lecture will be selected.

Academic Organizations will not be populated.

Minimum Utilization Percentage will be left at the default value “0”.

Partition will not be populated.

General Assignment will be selected.

Check for Facility Conflict will be selected except for ARR  Arranged or Online type facilities.

Facility Table tab

Navigation:  Home > Set Up SACR > Foundation Tables > Facilities > Facility Table

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZZ SACR Academ Struct Config

Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  FACILITY_TBL
Page:  FACILITY_TBL
Action:  A/UD/DA/C

Facility Component

Link components of facilities to parent facilities.

N/A - Facility Components will not be used by WACTC colleges.

Facility Component tab

Navigation:  Home > Set Up SACR > Foundation Tables > Facilities > Facility Table > Facility Component

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZZ SACR Academ Struct Config

Menu: DEFINE_STUDENT_ADMINISTRATION
Component: FACILITY_TBL
Page:  FACILITY_COMPONENT
Action:  A/UD/DA/C

Facility Characteristic

Define one or more room characteristics applicable to this facility and facility blackout times.

Room Characteristics will not be populated, manage Room Characteristics at the schedule of classes level.

Facility Black-out Times will be blank at go live but may be used by colleges going forward if required.

Facility Characteristic tab

Navigation:  Home > Set Up SACR > Foundation Tables > Facilities > Facility Table > Facility Characteristic

Security:

  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq
  • ZZ SACR Academ Struct Config

Menu: DEFINE_STUDENT_ADMINISTRATION
Component:  FACILITY_TBL
Page:  FACILITY_CHRSTC
Action:  A/UD/DA/C

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