Term Activation Batch Setup

Purpose: Use this document as a reference for setting up global exclusion and status rules.

Audience: Student Records Staff.

You must have at least one of these local college managed security roles:

  • ZZ SR Batch Term Activation

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Global Exclusions

Navigation: Records and Enrollment > Term Processing > Term Activation > Term Activation Batch Setup

  1. It is not necessary to configure Global Exclusion Rules each term, but they should be reviewed periodically to ensure they cover all current business processes.
  2. Based on the Max Program Effdt for the Term date in the Term/Session Table, the batch term activation process will check each student with an active program/plan stack.
  3. The term activation batch job runs more efficiently with fewer active program/plan stacks, and fewer term activated students affect tuition calculation more efficiently. This also prevents accidental term activations.  It is recommended that you develop criteria for when a student must reapply to your institution and submit a ticket to batch discontinue ineligible students.  
  4. Term activating students to a stack for a term after they plan to complete can be prevented using the settings on the Degree Status Rules tab. Students term activated to a discontinued or complete student program plans are identified through the query QSC_SR_TERM_ACT_INACTIVESTACK.
  1. The Term Activation Batch Setup search page displays.
  2. Select the Add a New Value tab.
  3. Enter Academic Institution.
  4. Enter Global Exclusion Rule.
  5. Select Add.
  6. The Global Exclusion tab displays.
  7. Enter a Description
Global Exclusion Rule Description

Academic Standing Exclusion

  1. Enter or look up the Career.
  2. Enter or look up the desired Academic Standing Action to exclude from the term activation process.
  3. Select the [+] icon to add additional rows.

Program Action Exclusions

  1. Enter or look up the Program Action.
  2. In case your college has defined Action Reasons, select the appropriate one.
  3. Select the [+] icon to add additional rows.

Service Indicator Exclusions

  1. Enter or look up the Service Indicator.
  2. Enter or look up the desired Service Indicator Exclusions to exclude a service indicator code.
  3. Select the [+] icon to add additional rows.
Term Activation Batch Setup

Degree Status Rules

  1. Select the Degree Status Rules tab.
  2. Activate the Degree Checkout Status drop-down list.
  3. Select the Degree Checkout Status that you want the Term Activation process to either exclude or evaluate for exclusion.
  4. Activate the Term Activate drop-down list.
  5. Select the desired value that you want in the Term Activation process to evaluate the degree checkout status of students.
    • Never: Indicates that you want the Term Activation process to never term-activate students with the degree checkout status you specified.
    • Compare: Indicates that you want the Term Activation process to determine the students that it excludes from term activation by comparing the student's activation term to the expected graduation term for students who have the degree checkout status you specified.
  6. Activate the If Activation Term is… drop-down list to select how you want the Term Activation process to compare the student's activation term to the expected graduation term.
  7. Select the desired value. Example: If the Degree Checkout Status is set to Applied for Graduation: and the select < Expected Graduation Term in this field, you can exclude all students from term activation that do not match these two criteria.
  8. Select the [+] icon to add additional rows.
  1. Process complete.

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