Create and Update Course Lists

Purpose: Use this document as a reference for how to create and update Course Lists.

Audience: Bursars.

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

  • ZD SACR SF Local Config
  • ZZ SACR SF Charges Fees Config

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

Course Lists represent a group of linked courses. You can assign a course fee to a course list rather than attaching the fee to specific courses.

Create Course Lists

Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course Lists

  1. The Course Lists search page displays.
  2. Select the Add a New Value tab.
    1. Enter the SetID.
    2. Enter the next Course List sequence number. (See tip below)
    3. Select the Add button and the Course Lists page displays.

When creating your first Course List, the first Course List number will be 000000002. Typically, 000000001 is BEdA so when you start creating Course Lists, you will begin at 000000002. Once the first Course List is created, you can use the Search button on the Find an Existing Value tab to see the next number in the sequence.

  1. Enter the Effective Date.
  2. Enter the Description.
  3. Enter the Short Description.
  4. Enter the Long Description.
  5. The Status automatically is set to Active.
  6. You have the options of utilizing Course ID numbers or selecting the WildCard Indicator checkbox:
    1. Course ID number:
      1. Enter the Sequence number.
      2. Enter or search for the Course ID number.
      3. To add a new Course ID to the list, select the Add a New Value [+] button within the Sequence Number section. To remove a Course ID from the list, select the Remove a Value [-] button.
        1. Enter the Sequence Number.
        2. Enter the Course ID.
        3. Select the Save button.
    2. WildCard Indicator checkbox: (allows you to select one Subject which includes all courses within that subject).
      1. Enter the Sequence Number.
      2. Enter the Institution.
      3. Optional: Enter the Academic Group.
      4. Enter the Subject.
  7. Select the Save button.
  8. Section complete.
  9. Next, you must update Tuition Groups.

WildCard's will apply to every single course associated within a subject field. There is an option to exclude specific class sections by utilizing a course attribute. This attribute has to be created or requested to be created when you submit a ticket asking for the Course List Fee.

Course Lists page without the WildCard Indicator checkbox selected
Course Lists page with the WildCard Indicator checkbox selected

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Create Course Lists. This link will open in a new tab/window.

Update Course Lists

Any changes made to Course Lists requires a new effective date to ensure that additions or removals of courses do not impact prior terms.

If there is an error (outside of conversion), you do not have to update the effective date. You can make the adjustments/corrections on the current row. For example, any adjustment made on the 01/01/1901 Effective Dated Course List, this may affect Conversion.

Navigation: Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course Lists

  1. The Course Lists search page displays.
  2. Enter the SetID.
  3. Enter the Course List number.
  4. Select the Search button and the Course Lists page displays.
  5. Note: To verify if a Course ID is not included in the list:
    1. Select the Find hyperlink.
    2. Enter the Course ID number.
    3. Select the OK button.
  6. Prior to adding/removing a Course ID, select the Add a New Value [+] button from the Effective Date section which will create a new Effective date.
    • Note: The new Effective Date needs to be on or prior to the start of the term for which you are adding/removing courses. You must be in Correct History mode.
  7. To add a new Course ID to the list, select the Add a New Value [+] button within the Sequence Number section. To remove a Course ID from the list, select the Remove a Value [-] button.
    1. Enter the Sequence Number.
    2. Enter the Course ID.
    3. Select the Save button.
  8. Section complete.
  9. Next, you must update Tuition Groups.
Course Lists page

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Update Course Lists. This link will open in a new tab/window.

Update Tuition Groups

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

  • ZC SF SACR Tuition Groups
  • ZD SACR SF All Config
  • ZD SACR SF Local Config
  • ZZ SACR SF Charges Fees Config

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

For any Tuition Group that utilizes your Course List, you must update the effective date of that Tuition Group.

Navigate to Set Up SARC > Product Related > Student Financials > Tuition and Fees > Tuition Groups.

  1. The Tuition Groups search page displays.
  2. Enter the Business Unit.
  3. Select the Search button.
  4. Select the appropriate Tuition Group hyperlink and the Definition tab displays.
  5. Select the Course Lists tab and the Course Lists tab displays.
  6. Ensure the Course List number is listed. If it is a new Course List:
    1. Select the Add a New Value [+] button.
    2. Enter or search for the Course List.
      • Note: Ensure you are in Correct History mode.
  7. Select the Definition tab and the Definition tab displays.
    1. Select the Add a New Value [+] button to enter a new Effective Date.
      • Note: The new Effective Date needs to be on or prior to the start of the term for which you are adjusting. You must be in Correct History mode.
      • Note: The new Effective Date should match the Effective Date on the Course List page.
  8. Select the Save button.
  9. Repeat steps 4 through 8 as necessary.
  10. Process complete.

To update Course List Fees, please refer to the Create and Update Course List Fees QRG.

Tuition Groups Course Lists tab
Tuition Groups definition tab

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

View the external link to Update Tuition Groups. This link will open in a new tab/window.

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