Criteria (Transfer Process Tab)

The following criteria can be selected to use during the AD to RE transfer:

Group

Criterion checkbox

Description

Process Controls

Insert New Records

J1 Desktop attempts to match the major of the current candidacy's program to a row in the Degree History table. If a match is found and this checkbox is selected, a new row is inserted in the Degree History table.

 

Update Existing Records

J1 Desktop attempts to match the major of the current candidacy's program to a row in the Degree History table. If a match is found and this checkbox is selected, the row is updated in the Degree History table.

Student Master

Entrance Year and Term

If selected, the Entrance Year and Entrance Term are updated in the Student Master table.

 

Location

If selected, the Location Code is updated in the Student Master table.

 

Resident Commuter Status

If selected, the Resident Commuter Status is updated in the Student Master table. This column is editable ONLY if the school is NOT licensed for the Student Life module.

 

Deposit Information

If selected, the Accept Deposit Amount and Accept Deposit Paid are updated in the Student Master table.

Student Master

High School Grad Date

If selected, the High School Graduation Date is updated in the Student Master table.

The High School Graduation Date is identified as follows:

1.    Find the ID_NUM value from the CANDIDATE.HIGH_SCHOOL column for the candidate being moved to RE.

2.    Look at the ORG_TRACKING table for that organization's ID_NUM and the candidate ID_NUM.

3.    Get the max end date value for the organization ID and candidate ID combination and use that date to update the STUDENT_MASTER.HIGH_SCH_GRAD_DTE.

 

Previous College

If selected, the Previous College Code and Ever Attended are updated in the Student Master table.

Web Group Membership

Student Web Group

If selected, a row is inserted in the TW Group Membership table for the Student Group ID. This column is editable ONLY if the school is licensed for campus portal (JICS).

 

Advisee Web Group

If selected, a row is inserted in the TW Group Membership table for the Advisee Group ID. This column is editable ONLY if the school is licensed for campus portal (JICS).

Candidacy

Set Stop Transfer to Yes

If selected, the Stop Transfer to Yes is selected for the current candidacy. This student will be skipped during future transfer processes.

Student Division Master

Entry Date

If selected, the Entry Date on the Student Division Master table is updated to the date on the window.

 

Expected Grad Year/Term

If selected, you must select the expected graduation year and term.

 

New Row for New Division

If selected and if at least one row exists in the Student Division Master table but not for this division, a row is inserted for the new division.

Degree History

Entry Date

If selected, the Entry Date in the Degree History table is updated with the date on the window.

 

Degree

If selected, the Degree Code is updated in the Degree History table.

 

Major/Certification/Minor

If selected, Major 1, Major 2, Major 3, Minor 1 or Certification 1, Certification 2, or Certification 3 codes are updated in the Degree History table.

 

Expected Grad Year/Term

If selected, you must select the expected graduation year and term.

 

Adv Institutional Req

This checkbox is available ONLY if you are licensed for the Advising module. If selected, the Advising Tree Year Code is updated in the Degree History table and Aims are created for the selected Major or Certification.

Degree History Insert/Update Options

Always Add Degree

A new row is added to the Degree History table, regardless of the rows that currently exist.

 

Update Existing, Add New Degree

J1 Desktop attempts to match an existing row in the Degree History table to the Candidacy row's ID, Division, Degree, Date Degree Conferred = NULL, and Degree Earned at includes "LOCAL".  If a match is found, the existing degree is updated. If no match is found, a new row is inserted in the Degree History table.

 

Ignore Existing, Add New Degree

J1 Desktop attempts to match an existing row in the Degree History table to the Candidacy row's ID, Division, Degree, Date Degree Conferred = NULL, and Degree Earned at includes "LOCAL".  If a match is found, no update occurs. If no match is found, a new row is inserted in the Degree History table.

 

Skip if Local Degrees Exist

J1 Desktop searches for any Degree History row for the ID where the Degree Earned at = "LOCAL". If a match is found, no update occurs. If no match is found, a new row is inserted in the Degree History table.

 

Make New/Updated Row Current

If selected and in addition to the above options in this group, any row updated or inserted is set as the Current Degree for that ID Number. If not selected, the Current Degree does not change for that ID Number.

Student Sessions Assignment

Resident Commuter Status

This checkbox is available ONLY if you are licensed for the Student Life module. If selected, the Resident Commuter Status is updated in the Student Master table.

 

Session

If you selected the Resident Commuter Status checkbox, you must select a Session.

Rules Based Update

Select the RBU Cluster to Run

Select the appropriate Update Type Cluster from the drop-down list box.