Warning: Running PERC More than Once Per Term and Drop Request Indicators

Colleges that run PERC more than once per term should consider the impacts of the following scenario in which students who are dropped by PERC and later re-enroll after meeting enrollment requirements may be dropped by PERC again.

This issue can be recreated in a test environment with the following steps:

1. Run the Post Enrollment Requirement Checking process, with the process set to apply a Drop Request Indicator if a student is found to Not Satisfy enrollment requirements.
2. After PERC finishes running, identify a student who has a Drop Request Indicator. Drop the student from the class. (You can use the Process Drop Requests process, drop directly from the Enrollment Requirement Roster, or drop through Enrollment Request/ Quick Enroll using the PERC drop reason code.)
3.  Update the student's record so that they now Satisfy the enrollment requirements of the class. This is to mimic how a student may become eligible for enrollment after being dropped for PERC.
4. Re-enroll the student in to the class. The student is enrolled and Satisfies enrollment requirements.
5. Navigate to the Enrollment Requirement Roster for the class. Note that the Drop Request Indicator is still set for the student despite the fact that they dropped from the class and then reenrolled after satisfying enrollment requirements. The Drop Request Indicator is not placed when PERC is rerun; it is placed immediately upon the student's enrollment in the class.

Navigation: Curriculum Management > Enrollment Requirements > Post Enroll Req Checking > Enrollment Requirement Roster

1. Navigate to the Enrollment Requirement Roster.
2. Enter search criteria. If searching for a range of classes, enter an academic institution and term at a minimum to limit search processing time.
3. Select a class. The Enrollment Requirement Roster is displayed.
4. Use the Set Filter Options to display students by status. Be sure to click "Filter" to refresh the roster display settings after choosing filter options.
   • Enrollment Status: Display Enrolled, Waitlisted, and/or Dropped students
   • Most Recent Requirement Status: Students can be displayed by how they satisfy/ do not satisfy enrollment requirements; by whether they were enrolled with a permission code, staff override, or via the Enrollment page; or whether their enrollment requirement status is unknown.
5. The Enrolled Students section lists students selected in the Set Filter Options section.
6. Enrollment Req Status: The Enrollment Req Status column lists the student's enrollment requirement status at the time of enrollment.
   • Satisfied: The student met enrollment requirements at the time of enrollment.
   • Conditional: The student conditionally satisfied enrollment requirements at the time of enrollment (i.e., enrolled in a prerequisite class).
   • Overridden: The student was enrolled in the class by a staff member using an override. The student's enrollment eligibility was not assessed at the time of enrollment.
   • Permitted: The student was enrolled in the class using a permission number. The student's enrollment eligibility was not assessed at the time of enrollment.
   • Enrollment Component: The student was enrolled in the class using the Enrollment page. The student's enrollment eligibility was not assessed at the time of enrollment, which bypasses all class enrollment requirements.
   • Unknown: The student's enrollment eligibility is unknown.
7. Post Enroll Req Status: The Post Enroll Req Status column lists the student's enrollment eligibility as assessed by PERC. If the PERC process has not been run for the class, this column will not be displayed.
   • Satisfied: PERC has evaluated the student and determined that the student meets enrollment requirements.
   • Conditionally Satisfied: PERC has evaluated the student and determined that the student does not enrollment requirements but is in the process of satisfying requirements. This commonly means that the student is currently enrolled in a prerequisite class.
   • Not Satisfied: PERC has evaluated the student and determined that the student does not meet enrollment requirements.
   • Blank: PERC has not evaluated the student's enrollment eligibility.
8. Drop Approval Indicator: The Drop/ Approved Indicator can be used to specify whether a student who does not meet enrollment requirements is allowed to remain in class (Approved) or is to be dropped from class (Drop Request). The Drop/ Approved indicator may be set automatically when running the PERC process or manually by a staff member reviewing the Enrollment Requirement Roster. Setting the Drop/ Approved Indicator is not necessary for dropping students; students can be dropped from the class with other criteria.
9. To review how a student was evaluated by PERC, click on the student's Post Enroll Req Status.
10. The Enrollment Requirement Roster (Detail) page is displayed. The criteria used by PERC to evaluate the student's enrollment eligibility are listed in the Post Enrollment Requirement Status section. Click the "Summary View" button to return to the main roster.
11. PERC can be run directly from the Enrollment Requirement Roster for select students. Use the Select checkbox to choose one or more students to be evaluated by PERC. Optionally, choose whether PERC should assign a Drop Request Indicator flag if the student does not meet enrollment requirements or only conditionally meets enrollment requirements.
12. Click Run to run PERC.
13. Students can be dropped directly from the Enrollment Requirement Roster. Use the settings in the Process Drops for Non-Compliance section to drop selected students, to drop students who have been assigned a Drop Request Indicator, or to drop students based on their Post Enrollment Requirement Status value.
14. Click Run to drop the students immediately.

Navigation:  Curriculum Management > Enrollment Requirements > Post Enroll Req Checking > Print Enrollment Req Roster

If desired, an Enrollment Requirement Roster PDF file can be created for printing, distribution, or manual review.

1. The Print Enrollment Req Roster Run Control ID search page displays.
2. 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. 
3. NOTE: It is important to note that Run Control IDs cannot  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_PRINT_ENRL_REQ_ROSTER.
4. To generate a printable PDF, access the Print Enrollment Req Roster page.
5. The Print Enrollment Req Roster page is displayed.
6. Enter or look up the Academic Institution.
7. Enter or look up the Term.
8. Activate the Sort Option drop-down menu and choose an option.
9. You have the option to use Populations Selection.
10. Selection Tool: Activate the drop-down menu and select PS Query.
11. Click the looking glass and choose a query.
11. Select the Edit Prompts link to populate values.
12. You have the option to use Manual Entry by Class.
13. Select the Use Class Select checkbox in the Manual entry by class section.
14. Click the looking glass and choose a class number.
15. Select Run in the top-right corner of the page after identifying the student population. Refer to the Process Scheduler QRG for instructions. Click on the Distribution link in the Process List panel. Enter 30 in the Retention Days field. Select User from the drop-down list under the ID Type field in the Distribute To section. Enter EMPLID in the Distribution ID field and click OK.
16. Select the Report Manager link located under the Refresh button.
17. Report Manager page displays.
18. At the top of the page, select the Administration tab.
19. In the Description column of the Report List panel, click SSR_REQS_RPT-SSR_REQS_RPT.pdf.
20. PDF report displays in a new window. Disable your browser's pop-up blockers to view generated information.
21. Process complete.