Source 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 window to manage source and source type definitions. Sources identify. . . and source types identify general categories of sources or marketing efforts to attract students to your organization. Examples include advertising, brochures, course catalogs, college fairs, and high school visits.

Desktop Location

Source types appear in Desktop on the Source Definition window, where you designate specific sources as belonging to a type.

Database Location

The definitions are stored on the Source Type Definition table (source_type_def).

Where Source Type Definitions Are Used

Sources and source types are used in these locations in Desktop:

Maintain Candidacy window, Candidate tab, General subtab
sidebar. Example
Edit Travel Schedule window
sidebar. Example

These Desktop features are planned for a future release of J1 Web.

Fields

Both the code and description are required. They both appear in drop-downs on the Source Definition window and the Maintain Candidacy window. On the Edit Travel Schedule window, only the description appears.

Code: Up to 5 characters. Must be unique.
Description: Up to 25 characters.

Permissions Required

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

Registrar
Registration Module Manager

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

How To

View Source Type Definitions

From the Registration Administration hub, click Hub options.
Click Manage definitions, and select Source Type Definitions. The Source 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 temporarily sort the definitions, click the heading of the column you want to sort on. Click once for ascending order and again for descending order. The definitions are sorted for this viewing of the page, but the next time you view or refresh the page, it will return to its default sorting.
If the Expand icon is there, click it to see hidden columns.

Create Source Type Definitions

Click the Create definitions button. The Create Source Type Definitions pop-up appears.
In the Code field, enter up to 5 alphanumeric characters. Required. Must be unique. Code appears in drop-downs except on the Edit Travel Schedule window.
In the Description field, enter up to 25 alphanumeric characters. Required. Description appears in drop-downs.
Click either Create and close or Create and save another.

Edit a Source Type Definition

Click the Edit icon on the row of a definition. The Edit Source Type Definition pop-up opens.
You can edit the Description by typing or pasting text. The field can contain up to 255 alphanumeric characters, and it can't be blank.
When you're finished, click Update.

Delete Source 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 Source 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

What's the difference between a source and a source type?

A source is a specific channel by which a student makes contact with a school. For example, the Metro Area College Fair on March of 2027. A source type is a category of channels of contact. For example, college fairs.

Is a resource type definition the same as a source type definition?

No. A resource type definition is managed on the Facilities hub. It defines equipment or other types of resources available in facilities.