Purpose Definition Window

Purposes and security for the collection of institutional reporting data are defined in the Purpose Definition window. You can add new purpose codes, update existing purpose codes, and assign or remove permissions to specific purpose codes. Data for Snapshots with the same purpose can be compared across days, months, or years. The Purpose Code (if permitted) is for selecting or creating Snapshots.

If you try to delete a row that has dependent data, the following message is displayed: "Dependent data exists. You must clear the dependent data before deleting this code."

Purpose Tab

The columns on the Purpose tab are used to define and maintain Purpose Codes and to designate the criteria to build Snapshots.

The Purpose Code can be up to 15 uppercase alphanumeric characters and defines a particular purpose for the collection of data for reporting.

These are some of the purpose codes that Jenzabar provides automatically: ENROLLCOUNTS, IPEDSFALLGRS, IPEDSCOMP, IPEDS12MONTH, and DEGREECOUNTS.

This text description of the Purpose Code can be up to 80 alphanumeric characters.

The Type column allows the Institutional Research processes to know if the purpose you select is intended for capturing IPEDS data of Enrollment, Degree Completions, 12-Month reporting, etc. The Purpose Types defined in the Purpose Type Definition window are displayed in this Type drop-down list.

This drop-down list displays "Registration," "Personnel," and/or "Payroll" (Texas State Reporting only) if your school is licensed to use these modules.

This code can be made 'Active' (select checkbox) or 'Inactive' (clear checkbox). Only 'Active' codes are available for to use when building Snapshots.

Purpose Permission Tab

Users must belong to a Tasklist Security group with permission to the Purpose Code to collect data for that purpose. Permissions are granted by adding rows on the Purpose Permission tab. Many of the Jenzabar-provided Purpose Codes have default permissions defined for J1_ADMIN and the J1 module manager group. The Purpose Permission tab is used to assign permissions to additional groups who can also use this Purpose Code.

The Purpose Code selected on the Purpose tab is displayed in this column. When you save data on the Purpose Permission tab, the Purpose Code and permissions are saved for the IR_PURPOSE_PERMISSION.PURPOSE_CODE.

This drop-down lists rows (GROUP_ID and DESCRIPTION) from the APP_GROUP table. Multiple groups can be given permission to use the selected Purpose Code.

How To

1. On the Purpose tab of the Purpose Definition window, right-click and choose Add Row.

2. Type the code (up to 15 uppercase alphanumeric characters) in the Purpose Code column.

3. Type the description (up to 80 alphanumeric characters) for the purpose code in the Description column

4. In the Type drop-down list, select the appropriate type for the purpose.

5. In the Module drop-down list, select the module in which the purpose code will be used.

6. Select the Active checkbox if it is to be a code that can be used or clear the checkbox to make it inactive.

7. Save.

8. Assign permission to groups who can use this Purpose Code on the Purpose Permission tab.

1. On the Purpose tab of the Purpose Definition window, select the row for which you want to assign user/group permissions.

2. On the Purpose Permission tab of the Purpose Definition window, the Purpose Code selected on the Purpose tab is displayed.

3. The Group ID drop-down list displays rows from the APP_GROUP table. Select the users/groups to which you want to assign permission to use this code.

4. To add another user group, select Add Row or Insert Row from the right-click or Options menu.

5. Save.

1. On the Purpose tab of the Purpose Definition window, locate the purpose code which you want to modify.

2. Make the appropriate modification(s).

3. On the Purpose Permission tab of the Purpose Definition window, delete or add user/group permissions.

4. Save.

A purpose code cannot be deleted if dependent data exists. In order to delete the code, you must clear the dependent data.

1. On the Purpose tab of the Purpose Definition window, locate the purpose code that you want to delete.

2. Right-click on the row, and choose Delete Row.

3. Save.