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:  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.
  3. Enter or look up (🔍) the SetID.
  4. Use the Academic Career drop-down menu to select the appropriate career.
  5. Enter or look up (🔍) the Enrollment Action. Example: Drop, Enroll, Swap Courses, etc.
  6. Enter a four-character Enrollment Action Reason. Example: ADM1
  7. Select Add.
  8. The Enrollment Action Reason Table page displays. The SetID, Enrollment Action, Reason Code, and Academic Career displays at the top of the page.
  9. Effective Date:
    • Defaults to the current system date.
    • Enter 01/01/1901 for a new Enrollment Action Reason.
  10. Enter a Retain Drop Until Time Period Description.
    • The Short Description and Status auto-populate.
  11. Click the lookup icon (🔍)  under the Description field to choose a time period from the Look Up Retain Drop Until Time Period menu. 💡Note: Time Period values are defined in the Time Period Table (Set Up SACR > Product Related > Student Records > Enrollment > Time Period Table).
  12. Select Save.
  13. Process complete.
Enrollment Action Reason

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