PERC: Running the Post Enrollment Requirement (PERC) Process
Purpose: The Post Enrollment Requirement Checking (PERC) process evaluates student eligibility to remain enrolled in next term's classes. PERC can be run before grades are posted (to assess students who are in the process of satisfying enrollment requirements) or after grades are posted (to identify students who do not satisfy enrollment requirements).
Audience: Enrollment Services staff.
You must have at least one of these local college-managed security roles:
- ZZ CM Local Configuration
- ZZ CM Post Enrollment Req
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: Curriculum Management > Enrollment Requirements > Post Enroll Req Checking > Run Post Enrollment Req
- The Run Post Enroll Requirement run control ID search page displays.
- If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button.
- NOTE: It is important to note that Run Control IDscannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_PERC.
- The Run Post Enrollment Requirement Checking page is displayed.
- Enter or look up the Academic Institution.
- Enter or look up the Term.
- Choose which students should be evaluated by the PERC process using the options in the Select students with the followingstatussection. Ensure that the selections in this section align with local college business processes.
- Enrollment Status: PERC can evaluate students enrolledin classes in the specified Term and those who are Waitlisted for classes for the specified Term.
- Most Recent Requirement Status: PERC can evaluate students by the last enrollment requirement status that was assigned to the student.
- Not Satisfied: The student had not met the enrollment requirement for the class at the time of enrollment or when PERC last evaluated the student.
- Conditional: The student was in the process of satisfying enrollment requirements (i.e., enrolled in a prerequisite class) at the time of enrollment or when PERC last evaluated the student.
- Enrollment Component: The student was enrolled using the Enrollment component, which does not evaluate enrollment requirements at the time of enrollment.
- Permitted: The student was enrolled in the class using a permission number. Most colleges do not reevaluate studentsenrolled in the class using a permission number.
- Overridden: The student was enrolled in the class by a staff member using an override. Some colleges do not reevaluate studentsenrolled in the class using an override.
- Satisfied: The student had met the enrollment requirement for this class at the time of enrollment or when PERC last evaluated the student.
- Unknown: No requirement status exists for the student.
- Use the options in the Actionsection to specify which students should be assigned a Drop Request Indicator. The Drop Request Indicator flag can be used when running the PERC Process Drop Requests process to determine which students should be dropped from the class.
- Both boxes are unchecked: PERC will evaluate students but not assign a Drop Request Indicator flag.
- Suppose the process results in a status of Conditionally Satisfied. In that case, PERC will evaluate students and assign a Drop Request Indicator to students who are in the process of meeting enrollment requirements (i.e., currently enrolled in a prerequisite class).
- If the Process results in a status of Not Satisfied: PERC will evaluate students and assign a Drop Request Indicator to students who do not meet enrollment requirements and are not in the process of satisfying enrollment requirements (i.e., not currently enrolled in a prerequisite class).
- Both boxes checked: PERC will evaluate students and assign a Drop Request Indicator to students who do not satisfy enrollment requirements and those who conditionally satisfy enrollment requirements (i.e., currently enrolled in a prerequisite class).
PERC will not reevaluate students who are currently assigned a Drop Request Indicator. If you intend to run PERC more than once per term, do not assign a Drop Request Indicator unless you intend to use it to drop students shortly after each PERC process is run.
To reevaluate students who have been assigned a Drop Request Indicator, you must manually remove the Drop Request Indicator for each student using the Enrollment Requirement Roster.
- Select which classes should be evaluated by PERC:
- Population Selection: Use a population selection query when evaluating many classes, such as every class for a term or classes within a specific subject.
- Manual Entry by Class: Check the Use Class Selectbox, then enter one or more class numbers to be evaluated by PERC. Click the Add a New Row [+]button to include multiple classes. This option is ideal when evaluating a few select classes.
- To run the process, select Runat the top of the page and then click OK. This process may take 30 minutes or longer to run, depending on the number of classes and students being evaluated. Refer to the QRGProcess Schedulingfor instructions.
- Process complete.
Queries can be used to review PERC evaluation results in batch. To review PERC evaluation results for an individual class, use the Enrollment Requirement Roster.
- QCS_CM_PERC_REPORT_DETAIL (PERC Report Student Detail): This query provides the student's requisite status at enrollment and post-enrollment details. The post-enrollment status is generated by running the Post Enrollment Requirement Checking (PERC) process. Includes course history, milestone, or test score detail for how a student satisfied class prerequisites. This query can be used with QCS_SR_PERC_REPORT_SUMMARY as a substitute for the PERC pdf report generated by a separate process.
- QCS_CM_PERC_REPORT_SUMMARY (PERC Report Class Summary): This query pulls the student's requisite status at the time of enrollment and post-enrollment. Post-enrollment status is generated by running the Post Enrollment Requirement Checking (PERC) process. The Drop Indicator field displays if the student has a Drop Request, indicating they did not satisfy class prerequisites. This query can be used with QCS_CM_PERC_REPORT_DETAIL to substitute the pdf PERC report generated by a separate process.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
View Tutorial Via Panopto
View the external link to Running the Post Enrollment Requirement (PERC) Process. This link will open in a new tab/window.
Erica Jesberger
Step #15 says "Select Enrollment Request ID". However, that is not a link in PS. How do we get to the "Block Enroll Detail tab" in step #16 to review the list of students?
Tanjagay Martin
Hi Erica, Your question is greatly appreciated, and we updated the QRG! Thank you so much! ~Tanjagay Martin | CS Core Trainer