9.2 Define Enrollment Action Reasons

Purpose: Use this document as a reference to define enrollment action reasons in PeopleSoft.

Audience: Student Records staff.

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

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

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

Define Enrollment Action Reasons

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

Enrollment Action Reasons describe the reasons for enrolling, dropping, or withdrawing a student from a class. Suppose a student enrolled after class started; you can provide an explanation using an Action Reason. Action Reasons can also adjust fees based on the reasons for dropping or withdrawing from classes. The Adjustment Calendar controls how the system adjusts term and class fees. Don't hesitate to contact your Student Financials office to learn more about adjustment reason codes. 

  1. The Enrollment Action Reason search criteria page displays.
  2. Select the Add a New Value tab to create a new Enrollment Action Reason.
  3. Enter or look up the SetID.
  4. Activate the Academic Career drop-down menu and choose the appropriate Academic Career.
The image highlights the Add a New Value tab on the Enrollment Action Reason page.
  1. Enter or look up an Enrollment Action. Select the looking glass to choose a value from the search results.
The image illustrates selecting the Enrollment Action
  1. Enter a four-character Enrollment Action Reason and select Add. Example: Enrollment Action Reason MIL1 displays in the image below.
The image displays entering a four character Enrollment Action Reason
  1. The Enrollment Action Reason Table page displays.
  2. The SetID, Enrollment Action, Reason Code, and Academic Career displays at the top of the page.
The image highlights the 1.SetID, Enrollment Action, Reason Code, and Academic Career

Enrollment Action Reason panel:

  1. Effective Date: The Effective Date defaults to the system date. Enter 01/01/1901 for a new Enrollment Action Reason.
The image points out the Effective Date suggesting 01/01/1901 for a new Enrollment Action Reason
  1. Enter a Retain Drop Until Time Period Description. You can associate an action reason with a time period for enrollment drop actions.
    • The Short Description and Status auto-populates.
  2. Below the Description field, click the looking glass to choose a time period from the Look Up Retain Drop Until Time Period menu.
The images draws your attention to the Description Retain Drop Until Time Period field--enter a description .

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

  • ZD SACR Student Rec Config

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

  1. Note: Time Period values are established on the Time Period Table.  

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

The image provides additional information about Time Periods configured on the Time Period Table
  1. Select Save in the lower-left corner of the page.
The image highlights selecting the Save button in the lower-left corner of the page.
  1. Process complete.

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