1.    Access the Rules Based Update window.

The list of update types and codes will only display those for which you have been given permission to access according to your login group.

2.    Choose an Update Type and Code or a Cluster, if defined, and click the Select button.

3.    Choose to update the Student Master or Student Division Master by clicking the appropriate checkbox. This checkbox is only available for Academic Standing and Classification updates.

4.    Identify the students for which the update will be performed by selecting a query and clicking the Populate Students button.

a.    The Original query selects all ID numbers that exist in the Name Master (in most cases you will want to modify this query).

b.    The d_q_rbu_yr_trm_id query selects all students from the Student Course History with active registrations in the selected years and terms.

c.     Enter an individual ID number to update a single student and click the Select button.

d.    Click the Customize button to access InfoMaker and modify the query. When saving the query, remember to place a unique extension on the name to identify it from the predefined query. For example, if you customized d_q_rbu_yr_trm_id, you may want to save it as d_q_rbu_yr_trm_id_1.

5.    Click the Years and Terms radio button, and select the years and terms that will be used by the process. If you select multiple year and term combinations for the selected students, the process will update a row for each selected year and term if the target table includes these as part of the primary keys.

6.    Click the Query Results radio button to view the students that will be selected for the update process, and click the Change button to modify any of the values that have been selected.

7.    Click the Process button to update the student's records.

8.    If you would like to use the same group of update type and code combinations for another update in the future, you can click the Save as Cluster button and provide a name for this group. This cluster will then be available from the drop-down list on the Rules Based Update window.