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9.2 Beginning of Term Processes

Purpose: Use this to as a suggested sequential step by step process for Beginning of Term Processes in ctcLink.

Audience: Student Records Staff.

Beginning of Term Processes

Step 1 - Review Term Session Table and Academic Calendar

Maintaining the Term/Session Table

Maintaining the Term/Session Table

Maintaining the Academic Calendar

Maintaining the Academic Calendar

Step 2 - Schedule New Classes

Schedule New Classes

Schedule New Classes

Step 3 - Copying the Prior Term

Copying the Prior Term

Copying the Prior Term

Copy Prior Term's Schedule (Fluid)

Step 4 - Room Scheduling/25 Live

Room Scheduling/25 Live

How to EXPORT an Academic Term from 25Live to CS using LYNX

How to IMPORT an Academic Term from CS to 25Live using LYNX

How to do a Batch Export of an Academic Term from CS to 25Live using TCS Interface

Using the 25Live Scheduling Optimizer

Step 5 - Generate Dynamic Class Dates

Generate Dynamic Class Dates

Dynamic Class Dates must also be generated for reporting purposes. For example, if students have student attributes applied to their Student Program/Plan stack and they are enrolled in DYN classes, the dynamic class dates will need to be generated in order for those students to be counted for reporting purposes.

Configuring Courses to Use Dynamic Dating

Setting Dynamic Class Date Rules

Generate Dynamic Class Dates

Running the Dynamic Class Date Generation Process (Fluid)

Dynamic Dates and Specific Class Sections

Identifying Classes Needing Dynamic Dates Calculation to be Run

Step 6 - Student Groups

Student Groups

Setting Up Student Groups

Batch Assigning Student Groups

Adding, Updating, and Viewing Student Groups

Step 7 - Running Batch Term Activation

Running Batch Term Activation

Running Batch Term Activation

Step 8 - Enrollment Appointments

Enrollment Appointments

Creating and Updating the Enrollment Appointment Table

Define Student Enrollment Blocks

Assigning Enrollment Appointments in Batch

Assigning and Maintaining Enrollment Appointments for Individual Students

Defining Appointment Enrollment Limits

Step 9 - Class Permissions

Class Permissions

Class Permissions - Batch Generation

Class Permissions - Student Specific

Class Permissions - Individual Class

Step 10 - Service Indicators

Service Indicators

Setting Up Service Indicator Codes and Reasons

Viewing and Entering Service Indicator Data (Fluid)

Batch Processing Service Indicators

Entering Service Indicator Data

Viewing Service Indicator Information

View Service Indicator History

Step 11 - Managing Waitlists

Managing Waitlists

Managing Waitlists

Step 12 - Process Enrollment Cancellation - Drop for Non-Payment

Process Enrollment Cancellation - Drop for Non-Payment

Enrollment Cancellation - Drop for Non-Payment

Enrollment Cancellation Population (aka Drop for Non-Payment)

Step 13 - Processing Term Withdrawals

Processing Term Withdrawals

Processing Term Withdrawals

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