Purpose Type Definitions

Important

Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.

Use this page to manage purpose types for institutional reporting. For example, you might have a purpose type for each kind of state report you submit. Some definitions are provided by Jenzabar as default data and can't be deleted. You can add other definitions. Because each definition has only one field, they can't be edited.

Desktop Location

You can manage the definitions in Desktop, too, on the Purpose Type Definition window. Changes you make in Desktop apply to J1 Web, and vice versa.

Database Location

The definitions are stored on the Institutional Reporting Purpose Type Definition table (ir_purpose_type_def.purpose_type_desc).

Where Purpose Type Definitions Are Used

Purpose types are used in Desktop on the Purpose Definition window. (The Purpose Definitions page is scheduled for future release in J1 Web.)

Fields

Description: This is the only field, and it's not editable. Up to 80 characters. Required.

Permissions

Permission to manage purpose type definitions is available in these roles:

Registrars
Registration Module Manager

The permission required is "Can manage purpose type definitions".

How To

View Purpose Type Definitions

From the Registration Administration hub, click Hub options.
Click Manage Definitions, and select Purpose type definitions. The Purpose Type Definitions page opens.
To filter the definitions, enter a phrase in the Quick Filters field. To remove a filter, click its Remove icon .
To sort the definitions, click the arrows at the head of the column you want to sort on.

Create Purpose Type Definitions

Click the Create definitions button. The Create Purpose Type Definitions pop-up appears.
In Description, enter up to 80 characters. This could be the name of a type of report. Required.
Click Create and close or Save and create another.

Delete Purpose Type Definitions

Select the checkbox next to each definition you want to delete.
Select Delete from the Options drop-down. The Delete Definitions? pop-up opens.
The Delete Definitions? pop-up lists the selected definitions in two categories:
- Ready to Delete: Definitions that can be deleted.
- Unable to Delete: Definitions that can't be deleted, either because they're in use or are protected by the system.
If you decide not to delete one or more of the definitions listed under Ready to Delete, click the Remove icon to remove them from the list.
When you're sure you want to delete all the rows listed under Ready to Delete, click Yes, delete.

Download Purpose Type Definitions

Download to Excel

Select the checkboxes next to the rows you want to export.
From the Options drop-down, select Download to Excel. The Download to Excel pop-up opens.
Select options for the Excel format and data columns.
sidebar. Download to Excel Options
Workbook Creation Options: This option lets you choose how you want the data to be organized when it's exported. If you are exporting a large number of rows, you may want to separate the data into different worksheets or even workbooks. Once you select this option, the Separate (Sheets or Workbooks) By drop-down becomes available so you can choose the groupings for each worksheet or workbook.
Separate (Sheets or Workbooks) By: This field becomes available when you choose to organize your export into multiple worksheets or workbooks. In general, you'll have the option to separate the data based on the columns. You will only see options for the visible columns.
Notice
For example, if you are exporting a set of definitions, you might choose to organize the data into two workbooks: one for active definitions, and one for inactive definitions. Do this by selecting the "Active" column in this drop-down. All of your rows designated as active will be in one workbook, and the inactive ones in a separate workbook.
Workbook Format: This section lets you set some Excel display options for your data. For more information about each of these features, consult Microsoft Excel help.
Autofit columns: Fits column width to the data so that fields are not truncated.
Turn on filtering: Turns on the AutoFilter feature, which allows you to show only rows that meet your selected criteria.
Freeze Top Row: Your worksheet displays the column title in the first row by default. Selecting this option keeps the top row at the top so that as you scroll down through your data, the column headings remain displayed.
Show totals for numeric columns: This option will include the sum of a column of numbers at the bottom of that column.
Columns to Include: These options are specific to the page you are viewing, so they will vary. You will only see options for columns that you can see on the page. All of the columns are selected by default, but you can deselect any of the columns you don't want to include.
Click Download. Your .xlsx or .zip file is saved in the file location that you have set in your browser settings.

FAQ

Why can't I delete certain definitions?

If a definition is already in use, then some information or process depends on it, so it can't be deleted.