Batch Transcripts (DPR Undergraduates)

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3 mini-processes to run batch DPR transcripts for undergraduates:

1. Generate Report Requests

2. Generate Advisement Reports

3. Print Batch Reports

Steps:

1. Mini-Process #1.  Generate Report Requests

    

   First time:  Click the Add a New Value tab and follow steps.

    

   Future returns: Click Find an Existing Value and select appropriate run control ID. 

    

   For this example, use the First Time procedure.

   Click the Add a New Value tab.

   Step 1

2. Enter an appropriate title for this process in the Run Control ID box.

    

   For this example, enter batch_transcripts

   Step 2

3. Click the Add button.

   Step 3

4. Enter appropriate Report Type or choose from magnifying glass search.

    

   For this example, enter DPR

   Step 4

5. Enter the appropriate Report Identifier or choose from the magnifying glass search.

    

   NOTE:  For academic departments, choose your department name.

   Step 5

6. Check the Population Selection box.

   Step 6

7. Choose PS Query from the Selection Tool list.

   Step 7

8. Click the magnifying glass associated with the Query Name.

   Step 8

9. Click on the appropriate query name.

    

   NOTE:  If you're an academic department, click on SAA_RPT_PROGRAM.

   Step 9

10. Click the Edit Prompts link.

    Step 10

11. Enter the appropriate information as prompted.

    Step 11

12. Click the OK button.

    Step 12

13. Click the Preview Selection Results link.

    Step 13

14. Click the Return button.

    Step 14

15. Click the Run button.

    Step 15

16. Choose the PSUNX as the server name.

    Step 16

17. Choose the Web as the Type.

    Step 17

18. Choose TXT as the Format.

    Step 18

19. Click the OK button.

    Step 19

20. Click the Process Monitor link.

    Step 20

21. Click the Refresh button until: 1. Run Status = Success

    2. Distribution Status = Posted.

    Step 21

22. Click on the Details link.

    Step 22

23. Click on the Message Log link.

    Step 23

24. As a check, make sure there are lines that indicate the advisement report is being processed for your students.

    Step 24

25. Mini-Process #2:  Generate Advisement Reports

     

    If your advisement report was processing correctly, click on the Generate Advisement Reports link in the main menu.

    Step 25

26. Click on the Add a New Value tab.

    Step 26

27. Enter a "title" / Run Control ID for this next mini-phase of the process. 

     

    Example:  generate_advisement_rpts

    Step 27

28. Click the Add button.

    Step 28

29. Enter or choose the desired Report Type.

     

    For this example, type in dpr

    Step 29

30. Click on the calendar icon for the From date.

    Step 30

31. Choose the date.

     

    For this example, choose December 15

    Step 31

32. Enter the report identifier used earlier in this process. 

     

    NOTE:  For academic departments, select your department's name. 

    Step 32

33. Click the Run button.

    Step 33

34. Choose PSUNX as the Server Name.

    Step 34

35. Choose (None) as the Type.

    Step 35

36. Choose (None) as the Format.

    Step 36

37. Click the OK button.

    Step 37

38. Click the Process Monitor link.

    Step 38

39. Click the Refresh button until:

    1. Run Status = Success

    2. Distribution Status = Posted

    Step 39

40. Once report is posted, click on the Details link.

    Step 40

41. Click the Message Log link.

    Step 41

42. As a check, make sure there are lines that indicate the advisement report is being processed for your students.

    Step 42

43. Mini-Process #3:  Print Batch Reports

     

    Once the report is Success / Posted, click on the Print Batch Reports link in the main menu.

     

    Step 43

44. Click on the Add a New Value tab.

    Step 44

45. Enter a "title" / Run Control ID for this next mini-phase of the process. 

     

    Example:  print_batch_rpts

    Step 45

46. Click the Add button.

    Step 46

47. Enter or choose the desired Report Type.

     

    For this example, type in dpr

    Step 47

48. Click on the calendar icon for the From date.

    Step 48

49. Choose the date.

     

    For this example, choose December 15

    Click the 15 link.

    Step 49

50. Click on the calendar icon for the To date.

    Step 50

51. Choose the date.

     

    For this example, choose December 15

    Step 51

52. Enter the report identifier used earlier in this process. 

     

    NOTE:  For academic departments, select your department's name. 

    Step 52

53. Click the Run button.

    Step 53

54. Choose PSUNX as the Server Name.

    Step 54

55. Choose Web as the Type.

    Step 55

56. Choose PDF as the Format.

    Step 56

57. Click the OK button.

    Step 57

58. Click the Process Monitor link.

    Step 58

59. Click the Refresh button until:

    1. Run Status = Success

    2. Distribution Status = Posted

    Step 59

60. Click the Go back to Print Batch Reports link.

    Step 60

61. Click the Report Manager link.

    Step 61

62. Click the Refresh button until the Status is Posted.

    Step 62

63. Click on the link to view the PDF Batch Transcripts.

    Step 63

64. The PDF appears in a new window, so turn off ALL pop-up blockers!!

    Step 64

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