Banner Student Admissions Training Workbook October 2006 Release 7.3.1 HIGHER EDUCATION What can we help you achieve? ____________________________________________________________________________________ This documentation is proprietary information of SunGard Higher Education and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard Higher Education. SunGard Higher Education 4 Country View Road Malvern, Pennsylvania 19355 United States of America (800) 522 - 4827 Customer Support Center website http://connect.sungardhe.com Distribution Services e-mail address [email protected] Other services In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing. Trademark Without limitation, SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners. Notice of rights Copyright © SunGard Higher Education 2004-2007. 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Table of Contents Section A: Introduction..............................................................................................................5 Overview..................................................................................................................................5 Process Introduction.................................................................................................................7 Terminology.............................................................................................................................9 Section B: Set Up.......................................................................................................................10 Overview................................................................................................................................10 Review Required Values for Validation Forms.....................................................................12 Entering Data into Validation Forms.....................................................................................13 Address Type Code Validation..............................................................................................16 Citizen Type Code Validation................................................................................................18 State/Province Code Validation.............................................................................................19 Ethnic Code Validation..........................................................................................................21 Letter Code Validation...........................................................................................................22 Paragraph Code Validation....................................................................................................24 Admission Request Checklist Code Validation.....................................................................25 Admission Application Decision Code Validation................................................................27 Admission Application Status Code Validation.....................................................................29 Cohort Code Validation..........................................................................................................30 Institutional Honors Code Validation.....................................................................................31 Initials Code Validation..........................................................................................................32 Level Code Validation............................................................................................................34 Relation Code Validation.......................................................................................................36 Residence Code Validation....................................................................................................37 Site Code Validation..............................................................................................................38 Student Status Code Validation..............................................................................................40 Student Type Code Validation...............................................................................................41 Visa Type Code Validation....................................................................................................43 Admissions Checklist Rules...................................................................................................45 Admissions Decision Rules....................................................................................................48 Quick Entry Rules..................................................................................................................52 Self Check..............................................................................................................................54 Answer Key for Self Check....................................................................................................55 Table of Contents Section C: Day-to-Day Operations..........................................................................................56 Overview................................................................................................................................56 Running the Admissions Decision Criteria Report................................................................58 Entering an Applicant.............................................................................................................60 Withdrawing an Applicant.....................................................................................................68 Assigning a Decision Code....................................................................................................70 Running the Admissions Decision Calculation Report..........................................................72 Rolling Prospect Information to Admissions.........................................................................75 Running the Admissions Count by College/Major Report....................................................82 Running the Admissions Application Report.........................................................................84 Running the Admit Decision Calculation Report...................................................................87 Summary................................................................................................................................90 Self Check..............................................................................................................................91 Answer Key for Self Check....................................................................................................92 Section D: Reference.................................................................................................................93 Overview................................................................................................................................93 Setup Forms and Where Used................................................................................................94 Day-to-Day Forms and Setup Needed....................................................................................97 Forms Job Aid........................................................................................................................98 Section A: Introduction Lesson: Overview Workbook goal The goal of this workbook is to provide you with the knowledge and practice to create applicant records in Banner Admissions module. This workbook is divided into four sections: • Introduction • Set Up • Day-to-Day Operations • Reference Intended audience Admissions and recruiting office staff and administrators Objectives At the end of this section, you will be able to • create the rules to process the data • set parameters used to process the data • admit a student • withdrawal a student • assign a decision code • perform a quick admit • roll prospect information to Admissions. Prerequisites To complete this workbook, you should have • completed the Education Practices computer-based training (CBT) tutorial “Banner 7 Fundamentals,” or have equivalent experience navigating in the Banner system • completed the Curriculum, Advising, and Program Planning (CAPP) training workbook. © SunGard 2004-2007 Student Admissions Page 5 Section A: Introduction Lesson: Overview (Continued) Section contents Overview..................................................................................................................................5 Process Introduction.................................................................................................................7 Terminology.............................................................................................................................9 © SunGard 2004-2007 Student Admissions Page 6 Section A: Introduction Lesson: Process Introduction Introduction The Admissions office is responsible for developing the validation tables and control forms for applications, creating and maintaining application records, applying decisions, and maintaining checklist items. Flow diagram This diagram highlights where the admissions process occurs within the overall Student process. © SunGard 2004-2007 Student Admissions Page 7 Section A: Introduction Lesson: Process Introduction (Continued) About the process The process involves these steps: • Validation forms are set up on the Banner system. • Rule forms are set up for specific student types and terms. • The applicant applies to the institution. • The applicant’s data is entered into Banner by Admissions. • Admissions review application and supporting documents. • Admissions makes a decision. • Admissions notifies applicant of decision. • Applicant accepts offer and becomes a student. © SunGard 2004-2007 Student Admissions Page 8 Section A: Introduction Lesson: Terminology Cohort A member of a group of students who have similar characteristics such as starting a program at the same time. Communication Plan A set of rules designed to implement an institution’s preferences regarding who should receive which materials and when those materials should be sent. Materials can be generated (letter or label) or published (department brochures). Example: All accepted high school students who apply for admissions into the Education program receive a letter acknowledging acceptance into both the university and the Education program. However, all accepted high school students who apply for admissions into the Nursing program receive a letter acknowledging acceptance into just the university and instructions for next steps on how to apply at a later time to the Nursing program. Prospective nursing students also receive a Nursing program brochure along with their acceptance letter into the university. Prospect A prospective student such as an applicant or recruit Quick Admit A process for adding a student to the Banner system with the minimum amount of data Student A person becomes a student when they accept the offer of admissions © SunGard 2004-2007 Student Admissions Page 9 Section B: Set Up Lesson: Overview Introduction The purpose of this section is to outline the set-up process and detail the procedures to set-up your Banner Student Admissions system. Intended audience The staff of the Admissions office and the Recruitment office who maintain biographic, demographic, and applicant data for applicants Objectives At the end of this section, you will be able to • create the rules • set parameters used to process the data. Prerequisites To complete this workbook section, you should have • completed the Education Practices computer-based training (CBT) tutorial “Banner 7 Fundamentals,” or have equivalent experience navigating in the Banner system • completed the Curriculum, Advising, and Program Planning (CAPP) training workbook. © SunGard 2004-2007 Student Admissions Page 10