9.2 Spring Term Shift - CS Core and SF

Purpose: Use this document as a reference for how to update the Term/Session table and Academic Calendar, run Batch Term Activation, maintain Schedule of Classes and update the Term Rollover Checklist for Spring Term shift.

Audience: Student Services Staff

Term/Session Table

Reference the Maintaining the Term/Session Table QRG for step-by-step directions for updating/maintaining the Term/Session table.

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

Term Table Tab

  1. Make the necessary updates to the Term Table page for each impacted term and career.
    1. Term Begin Date
    2. Ending Date
    3. Sixty Percent Point in Time
    4. Max Program Effdt for Term
  2. Update all fields within the Display in Self-Service box.
    1. Enrollment & Shopping Cart
      1. Begin Date and End Date
    2. Student Planner
      1. Begin Date and End Date
    3. What-If Report - Advisor
      1. Begin Date and End Date
    4. What-If Report - Prematriculated Student
      1. Begin Date and End Date
    5. What-If Report - Student
      1. Begin Date and End Date

*Note - Highlighted fields within the images below are examples of where to enter updated information and do not reflect the actual term dates for all colleges.

Term Table Tab

Session Table Tab

  1. Make the necessary updates within the Session Details section of the Session Table page for each session.
    1. Begin Date
    2. End Date
    3. First Date to Enroll
    4. Last Date to Enroll
    5. Open Enrollment Date
    6. Last Date for Wait List
    7. Census Date
    8. Sixty Percent Point in Time
    9. Facility Assignment Run Date
Sessiont Table Tab - Session Details section

Session Time Periods Tab

  1. Make the necessary updates to the End Date within the Session Time Periods section of the Session Time Periods page for each session.
    1. End of Add
    2. Enroll w/ Permissions
    3. End of Drop
    4. End of Term
Session Time Periods tab

Academic Calendar

Reference the Maintaining the Academic Calendar QRG for step-by-step directions for updating/maintaining the Academic Calendar.

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

Term Calendar 2 Tab

  1. Make the necessary updates to the dates on the Term Calendar 2 page based on your institution's policy.

Term Calendar 3 Tab

  1. Make the necessary updates to the Term Calendar 3 page for each impacted career and term.
    1. Confer Date
    2. Census Date
    3. Fully Enrolled Date
    4. Show Enrollment on Transcript
    5. Show Statistics on Transcript
    6. Fully Graded Date
Term Calendar 3 Tab
  1. Make the necessary updates within the Session Details section of the Session Calendar 1 page for each session.
    1. Cancel
      1. Deadline
    2. Withdraw without Penalty
      1. Deadline
    3. Withdraw with Penalty
      1. Deadline
Session Calendar 1 Tab
  1. Make the necessary updates to the Session Calendar 3 page for each session.
    1. Drop (Retain Record)
      1. Deadline
    2. Drop with Penalty
      1. Deadline
Session Calendar 2 Tab

Batch Term Activation

Reference the Running Batch Term Activation QRG for step-by-step directions for running batch term activation.

Navigation: NavBar > Records and Enrollment > Term Processing > Term Activation > Term Activation Batch Process

  1. Only re-running to update Term Activation dates to align with new dates on Term/Session.
  2. On the Selection 1 tab, the Actvtn Term will be 2203
  3. Ensure that the Run Mode is set to Update
  4. Selection 2 and 3 tabs can be left blank.
  1. Process Control Tab. The Refresh Term Cntrl Dates field should be set to Yes.

Maintain Schedule of Classes

Reference the Maintain Schedule of Classes QRG for step-by-step directions for updating/maintaining Schedule of Classes.

Navigation: NavBar > Curriculum Management > Schedule of Classes > Maintain Schedule of Classes

  1. Make the necessary updates to the Start/End Date within the Class Sections area of the Basic Data page for each section.
Class Section of the Basic Data tab
  1. Make the necessary updates to the Start/End Date within the Meeting Patterns area of the Meetings page for each impacted meeting pattern.
Meeting Pattern area of Meetings tab

Term Rollover Checklist

Note: Best practices suggest completing the term rollover checklist to doublecheck there are not other areas that are date specific.  

Reference the Term Rollover Checklist QRG for step-by-step directions for updating/maintaining Term Rollover.

SACR > Product Related> Student Financials> Charges and Payments > SF Term Default

  1. Verify dates within the Term Default page are accurate.
Term Default page

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