Rules Based Update

A Rules Based Update (RBU) is a convenient way to update a table in the database.

Prior to using Rules Based Update, you need to define the following sets of criteria:

· Update Definition (defines the update types and codes)

· Update Definition User Access (identifies the user groups that will have access to the update types)

· Update Cluster Definition (define groups of update codes)
This is typically an optional definition, but it is required for Financial Aid Manager's Calculate Satisfactory Progress.

· Update Results and Rules (identify the rule)

Once you have defined these criteria, you can run the update in the Rules Based Update window.

Registration

You can select any number of table/column combinations that will be used to update a student's classification, academic honors, and probation on the Student Term Summary by Division table. Any number of rules can be established depending on your needs.
While these rules are not limited to National Student Clearinghouse (NSC) only, they can be used to effectively update the FICE code, Branch code, Foreign Student flag, Graduate Level Indicator, Data Block Indicator, FERPA Block Indicator, and Financial Obligation Indicator for an NSC student data record.
You can also use the Rules Based Update feature to create a rule that places a hold on students who have not paid their deposit. In this scenario, you would define a hold code and identify the criteria to include the entrance year and term (from the Student tab of the Student Information window) where the deposit is not greater than $299. If the student meets this criterion, the Rules Based Update will place a deposit hold on the Student Master.
You can use the Rules Based Update (or the current definition table) to define the rules for PF/FT status and/or NSC PT/FT status. You should be aware that using the Rules Based Update process is not as efficient as using the current definition table. The method you choose to use is configured by using the Use different labels and calculations for credit hours by division checkbox in the Registration Configuration window in the Registration module.

Advising

See the Non-Course Requirements topic.

Financial Aid Manager

You are restricted to defining rules for the purpose of Calculating Satisfactory Progress only. You must utilize an Update Cluster Definition to determine status. However, within that cluster, any number of rules can be established to meet your institution's satisfactory academic progress policy.
You can select any number of table/column combinations that will be used to update a student's satisfactory academic progress status for continuation of financial aid.