Transfer Status 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 transfer status definitions. These definitions are used on the Transfer Entry page. When a prospective transfer course is assigned a status of Approved for Transfer, it can be transferred to the student's course history.

Jenzabar provides some statuses, and you can create others.

Statuses Provided by Jenzabar

Jenzabar provides the following statuses.

Table 1. Transfer Statuses Provided by Jenzabar

Code	Transfer Status	How the Value Is Set on the Prospective Student Transfer Entry Page	Comment
R	Review Required	When a row is inserted manually or via the import process, this value is the default.
A	Approved for Transfer	Set manually
T	Transfer Completed	Set by the Transfer Entry process	On the Transfer Entry page, this status is set when a course that's approved for transfer is transferred to student course history.
X	Rejected for Transfer	Set manually	Use this to indicate that the course was reviewed and was not approved for transfer.
H	On Hold	Set manually	Use this to indicate that the record is being considered and has been neither approved nor rejected.

Desktop Location

In Desktop, you can manage transfer statuses on the Transfer Status Definition window, which is found in both Settings - Advising and Settings - Registration.

Database Location

The information is stored on the Transfer Status Definitions table (transfer_status_def).

Code: transfer_status_def.transfer_status_cde
Description: transfer_status_def.descr
Allows for Transfer: transfer_status_def.AllowsForTransfer
Active: transfer_status_def.active
Display in Drop-Down: transfer_status_def.DisplayInDropdown
Sort Order: transfer_status_def.display_order

Where Transfer Status Definitions Are Used

The definitions are used on the Transfer Entry page.

Fields

Code: Up to 3 characters. Required.
Description: Up to 100 characters. Required.
Allows for Transfer: Options are Yes and No. The default is No, meaning that while a prospective transfer course has this status, it can't be moved to student course history. Typically, Approved for Transfer and Transfer Completed would be set to Yes.
Active: Options are Yes and No. The default is Yes. A status set to No can still display in drop-downs and be selected, but it's labeled Inactive.
Display in Drop-Down: Options are Yes and No. The default is Yes. A status set to No isn't available on the Transfer Entry page.

Permissions

The permission required to access the page is "Can manage transfer status definitions", which is available in the Registrars and Registration Module Manager roles and roles copied from them.

How To

View Transfer Status Definitions

From the Registration Administration hub, click Hub options.
Click Manage Definitions, and select Transfer status definitions. The Transfer Status Definitions page opens.
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.
To filter the definitions, enter a phrase in the Quick Filters field. To remove a filter, click its Remove icon .

Edit Order

Click Edit order. The Edit Order window opens.
You can use the Sort By and Order fields or drag and drop individual definitions.
1. Sort By and Order:
  1. In Sort By, select a column to sort on.
  2. From the Order drop-down, select Ascending or Descending.
2. Drag and Drop:
  1. Hover your cursor over the vertical arrow icon until the cursor changes to a Hand icon .
  2. Click and hold while dragging the definition to the desired location.
  3. Release the mouse button.
Click Update.

Create Transfer Status Definitions

Click the Create definitions button. The Create Transfer Status Definitions pop-up opens.
Enter or select information in the fields. Refer to the Fields information above for guidance.
Click either Save and create another or Create and close.

Edit a Transfer Status Definition

Click the Edit icon on the row of a definition. The Edit Transfer Status Definition pop-up opens. The Code field is read only, but the others are editable.
Edit as needed.
Click the Update button. Your changes are saved, and the pop-up closes.

Delete Transfer Status 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 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.