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Manage Student Deferment. C3-DF Manage Deferment by School Student Registrar Description: –This function allows the School Student Registrar to; Setup.

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Presentation on theme: "Manage Student Deferment. C3-DF Manage Deferment by School Student Registrar Description: –This function allows the School Student Registrar to; Setup."— Presentation transcript:

1 Manage Student Deferment

2 C3-DF Manage Deferment by School Student Registrar Description: –This function allows the School Student Registrar to; Setup the Approver section Update the Approver section Record the Deferment/Leave of Absence (LOA) request with Supporting Documents Cancel/Complete/Resubmit a Rejected Deferment/LOA Request View and Print the Deferment/LOA Request Record the outcome of the Deferment/LOA Request Update the Student Records for a Returning from Deferment/LOA student View Student Deferment Request Reports Granted Role: –School Student Registrar Menu Path: –Main Menu > Set Up SACR > Product Related > Student Movement > Setup > Set Up Approvers –Main Menu > Records and Enrollment > Student Movement > Student Deferment > Deferment/LOA Request –Main Menu > Records and Enrollment > Enroll Students > Enrollment Request –Main Menu > Records and Enrollment > Student Term Information > Term History –Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan –Main Menu > Reporting Tools > Query > Query Viewer

3 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

4 Process Flow - 1

5 Process Flow - 2

6 Process Flow - 3

7 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

8 C3-DF01 Setting up an Approver

9 C3-DF01 Setting up an Approver Description: –This function allows the School Student Registrar to Setup the Approver section. Granted Role: –School Student Registrar Menu Path: –Main Menu > Set Up SACR > Product Related > Student Movement > Setup > Set Up Approvers

10 How to Use 1.Navigate to the screen via menu path 2.Click on the Add a New Value tab 3.Enter the Campus (School ID) 4.Click on Add 5.Enter the approvers data 6.Click on Save Refer also to Online Help

11 Navigate Navigation: Set Up SACR > Product Related > Student Movement > Setup > Setup Approvers

12 Add a New Value

13 Search for an Academic Institution

14

15 Search for Campus

16 Select the Campus the Registrar has access to.

17 Add new Approver

18 Select Effective Date Select the date this approver is effective from as Effective Date.

19 Select Status Select ‘Active’ in the Status field to activate the list of Approvers for the school.

20 Select Staff ID Select the Staff ID of the Principal and/or Deputy Principal for the school.

21 Select Staff ID

22 Save the Approver Setup

23 C3-DF02 Update the Approver Setup

24 C3-DF02 Update the Approver Setup Description: –This function allows the School Student Registrar to Update the Approver section. Granted Role: –School Student Registrar Menu Path: –Main Menu > Set Up SACR > Product Related > Student Movement > Setup > Set Up Approvers

25 How to Use 1.Navigate to the screen via menu path 2.Click on the Find an Existing Value tab 3.Enter the Academic Institution 4.Enter the Campus (School ID) 5.Click on Search 6.Update the approvers data 7.Click on Save Refer also to Online Help

26 Navigate Navigation: Set Up SACR > Product Related > Student Movement > Setup > Setup Approvers

27 Find an Existing Value

28 Search for the Academic Institution

29

30 Search for the Campus

31 Select the Campus the Registrar has access to.

32 Search for the existing Approver Setup

33 Update the existing Approver Setup Click on ‘+’ to add a new approver record.

34 Update the existing Approver Setup Update the record as necessary. 1.To add a new approver to the existing list, click on ‘+’ sign. 2.To remove an approver from the list, click on ‘-’ sign. Enter the Effective Date for the new Approver list.

35 Save the updated Approver Setup

36 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

37 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

38 C3-DF03 Record the Deferment/LOA request with supporting documents

39 C3-DF03 Record the Deferment/LOA request with supporting documents Description: –This function allows the School Student Registrar to Save and Submit a Deferment/LOA Request for a student Granted Role: –School Student Registrar Menu Path: –Main Menu > Records and Enrollment > Student Movement > Student Deferment > Deferment/LOA Request

40 1.Navigate to the screen via menu path 2.Click on the Add a New Value tab 3.Enter the Student ID 4.Click on Add 5.Enter the Deferment/LOA Request information 6.Click on Save and Submit Refer also to Online Help How to Use

41 Navigate Navigation: Main Menu > Records and Enrollment > Student Movement > Student Deferment > Deferment/LOA Request

42 Add a New Value

43 Select a Student

44 Select a Student the Registrar has to Defer.

45 Add Deferment request

46 Deferment/LOA Request

47 Select a Deferment/LOA Reason Select a Deferment/LOA Reason from the following: 1)‘Ibu-Bapa / Penjaga ditugaskan ke Luar Negara’ (Overseas posting of parents) 2)‘Lain-lain hal’ (Others) 3)‘Masalah Kesihatan’ (Health Reasons) 4)‘Melaksanakan Haji’ (Religious Pilgrimage)

48 Select the dates in the form Date of Request: Date the Deferment/LOA is requested by the student/parent. Date of Deferment: Date the student will actually go on Deferment/LOA from school. Return from Deferment: Date the student will return from Deferment/LOA

49 Add Remarks/Comments Enter any additional information relevant to the withdrawal request as Remarks/Comments.

50 Attach Supporting Documents Click on Add Attachment to attach the supporting document.

51 Attach Supporting Documents Click on the Choose File button to select the document.

52 Attach Supporting Documents Select the file from the computer (any format with maximum size 2MB) and click on Open.

53 Attach Supporting Documents Click on Upload to upload the selected document.

54 View or Delete an attached document View Attachment: Click on the button to view the attached document Delete Attachment: Click on the button to delete the attached document To add more supporting documents, click on ‘+’ button.

55 Save a Deferment/LOA Request

56 Once the request is successfully saved, a Request Nbr will be assigned and the Status will remain as ‘Pending’.

57 Submit a Deferment/LOA Request

58 Click on the OK, to proceed to submit the Deferment/LOA Request. Click on Cancel, to return back to the Deferment/LOA Request without submitting it.

59 Submit a Deferment/LOA Request Once the request is successfully submitted, a Request Nbr will be assigned and the Status will be changed to ‘Submitted’.

60 notification for a Submitted Request Once the Deferment/LOA Request is Submitted, the School Approver will be sent an . The School Student Registrar will receive a copy of the .

61 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

62 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

63 C3-DF04 Cancel/Complete/ Resubmit a rejected Deferment/LOA Request

64 C3-DF04 Cancel/Complete/Resubmit a rejected Deferment/LOA Request Description: –This function allows the School Student Registrar to Cancel, Complete and Resubmit a rejected request. Granted Role: –School Student Registrar Menu Path: –Main Menu > Records and Enrollment > Student Movement > Student Deferment > Deferment/LOA Request

65 1.Navigate to the screen via menu path 2.Click on the Find an Existing Value 3.Enter the Student ID 4.Click on Search 5.Select the necessary action 6.Click on Cancel/Complete/Submit Refer also to Online Help How to Use

66 Navigate Navigation: Main Menu > Records and Enrollment > Student Movement > Student Deferment > Deferment/LOA Request

67 Find an Existing Value

68 Search for the Academic Institution

69

70 Search for a Student ID Number

71 Select a Student Select a Student the Registrar want to Re- submit/Cancel/Complete.

72 Search for the Deferment/LOA Request

73 notification for a Rejected Request Once the Deferment Request is Rejected, the School Student Registrar will receive an . The DS Approver will be copied in the .

74 Re-submit a rejected request Based on the comments from the Approver, update the Deferment/LOA Request and click on Submit to re-submit the request.

75 Cancel a Deferment/LOA Request If the Deferment/LOA Request is not required anymore, click on Cancel button.

76 notification for an Approved Request Once the Deferment Request is Approved, the School Student Registrar will receive an . The DS Approver will be copied in the .

77 Complete a Deferment/LOA Request Once the Deferment/LOA Request is Approved, finalize the Withdrawal Request by clicking on the Complete button.

78 notification for a Routed Request Once the Deferment Request is Routed for Approval, the DS Approver will receive an . The School Student Registrar and the School Approver will be copied in the .

79 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

80 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

81 C3-DF05 View and Print the Deferment/LOA Request.

82 C3-DF05 View and Print the Deferment/LOA Request Description: –This function allows the School Student Registrar to View and Print the Deferment/LOA Request. Granted Role: –School Student Registrar Menu Path: –Main Menu > Records and Enrollment > Student Movement > Student Deferment/LOA > Deferment/LOA Request

83 1.Navigate to the screen via menu path 2.Click on the Find an Existing Value 3.Enter the Student ID 4.Click on Search 5.Review the completed request 6.Click on Print Form Refer also to Online Help How to Use

84 Navigate Navigation: Main Menu > Records and Enrollment > Student Movement > Student Deferment > Deferment/LOA Request

85 Find an Existing Value

86 Search for the Academic Institution

87

88 Search for a Student ID Number

89 Select a Student Select a Student the Registrar want to View and Print.

90 Search for the Deferment/LOA Request

91 View and Print the request Review the completed Deferment/LOA Request and click on Print Form to generate the PDF file.

92 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

93 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

94 C3-DF06 Record the outcome of the Deferment/LOA request

95 C3-DF06 Record the outcome of the Deferment/LOA request Description: –This function allows the School Student Registrar to record the outcome of the Deferment/LOA request. Granted Role: –School Student Registrar Menu Path: Drop Class Enrollment –Main Menu > Records and Enrollment > Enroll Students > Enrollment Request Term/Session Withdrawal –Main Menu > Records and Enrollment > Student Term Information > Term History Update Student Program/Plan –Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan

96 1.Navigate to the screen via menu path 2.Click on the Find an Existing Value 3.Enter the Student ID 4.Click on Search 5.Follow the necessary steps to complete the record 6.Click on Save Refer also to Online Help How to Use

97 Update Student Records Update Student Records for Students on Deferment/LOA Return from Deferment/LOA Date is in the same session/term Return from Deferment/LOA Date is after the current session/term Drop Class Enrollment Term/Session Withdrawal Update Student Program/Plan Deferment/LOA period is less than a month Deferment/LOA period is a month or more Drop Class Enrollment Update Student Program/Plan

98 1.If the Return from Deferment date is in the same term/session, only the following changes need to be done; –If the Deferment/LOA Period is less than a month; Update the Student Program/Plan –If the Deferment/LOA Period is a month or more; Drop Class Enrollment Update the Student Program/Plan 2.If the Return from Deferment date is after the current term/session, then the following changes needs to be done; Drop Class Enrollment Term/Session Withdrawal Update the Student Program/Plan How to Use

99 Drop Class Enrollment - Navigate Navigation: Main Menu > Records and Enrollment > Enroll Students > Enrollment Request

100 Add a New Value

101 Select the Student ID

102

103 Select the Academic Career

104

105 Select the Term

106

107 Add the New Enrolment Request

108 Enrolment Request

109 Select the Action

110 Select the Action Reason

111

112 Select the Classes

113 Select the classes the student is enrolled in. The classes to be dropped should be selected one by one. The student needs to be dropped from ALL the classes.

114 Select the Classes Click on the ‘+’ sign if the student has other classes to drop **Note: Once a new Sequence Nbr is added, repeat the same actions until all the classes are selected to be dropped.

115 Save the Enrollment Request

116 Saved Enrollment Request Enrollment Request ID will be assigned.

117 Submit the Enrollment Request

118 Status is changed to ‘Success’, once the request is processed and all the classes are dropped.

119 Term/Session Withdrawal - Navigate Navigation: Main Menu > Records and Enrollment > Student Term Information > Term History

120 Find an Existing Value

121 Enter student ID

122 Search for the student

123 Term Withdrawal Click on the Term Withdrawal tab. **Note: Term Withdrawal is applicable for all Academic Careers. If the student is returning after the current term is over, then the student should be Term Withdrawn.

124 Term Withdrawal Select the Term the student is withdrawing from.

125 Term Withdrawal Select Withdraw from the drop down.

126 Term Withdrawal Select Withdraw/Cancel Reason from the drop down.

127 Term Withdrawal Enter the Withdrawal \ Cancel Date and Last Date of Attendance.

128 Term Withdrawal To complete the term withdrawal, click on Post Term Withdrawal.

129 Term Withdrawal The status of the posting will be Success when it is successful.

130 Session Withdrawal Click on the Session Withdrawal tab. **Note: Session Withdrawal is applicable for only for the Primary Academic Career. If the student is returning after the current session is over, then the student should be Session Withdrawn. But if the student is returning after the current term is over, then the student should be Term Withdrawn.

131 Session Withdrawal Select the Term/Session the student is withdrawing from.

132 Session Withdrawal Select Withdraw from the drop down.

133 Session Withdrawal Select Withdraw/Cancel Reason from the drop down.

134 Session Withdrawal Enter the Withdrawal \ Cancel Date and Last Date of Attendance.

135 Session Withdrawal To complete the term withdrawal, click on Post Session Withdrawal.

136 Session Withdrawal The status of the posting will be Success when it is successful.

137 Update Student Program/Plan - Navigate Navigation: Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan

138 Find an Existing Value

139 Enter the Student ID

140 Search for the student

141 Record the Student Deferment/LOA Click on ‘+’ to enter a new record in the Student Program/Plan record.

142 Record the Student Deferment/LOA Effective Date: Select the date from which the student will defer/LOA from school Program Action: Select the Leave of Absence action Action Reason: Select the reason mentioned in the request form

143 Select the Program Action The Program Action to be used will be ‘LEAV’ which has the description ‘Leave of Absence’

144 Select the Action Reason Select an Action Reason from the following: 1.DF1 ‘Ibu-Bapa / Penjaga ditugaskan ke Luar Negara’ (Overseas posting of parents) 2.DF2 ‘Masalah Kesihatan’ (Health Reasons) 3.DF3 ‘Lain-lain hal’ (Others) 4.DF4 ‘Melaksanakan Haji’ (Religious Pilgrimage)

145 Save the Student Program

146 C3-DF07 Update the student records of the Returning Deferred/LOA students

147 C3-DF07 Update the student records of the Returning Deferred/LOA students Description: –This function allows the School Student Registrar to update the records of the students who are Returning from Deferment/LOA. Granted Role: –School Student Registrar Menu Path: Update Student Program/Plan –Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan Term Activate the Student –Main Menu > Records and Enrollment > Student Term Information > Term Activate a Student Enroll the Student in Class –Main Menu > Records and Enrollment > Enroll Students > Enrollment Request

148 1.Navigate to the screen via menu path 2.Click on the Find an Existing Value 3.Enter the Student ID 4.Click on Search 5.Follow the necessary steps to complete the record 6.Click on Save Refer also to Online Help How to Use

149 Update Student Records Update Student Records for Return from Deferment/LOA Students Student returns in the same session/term Enroll the Student in Class Term Activate the Student Update Student Program/Plan Student returns after the current term Student doesn’t return Student who requests for an extension

150 1.If the student returns in the same term/session, only the following changes needs to be done; Update Student Program/Plan 2.If the student returns after the current term, then the following changes needs to be done; Update Student Program/Plan Term Activate the Student Enroll Student in Class 3.If the student doesn’t return at all from deferment, then the following changes needs to be done; Update Student Program/Plan 4.If the student requests for an extension on the Deferment/LOA period Submit a new Deferment/LOA request How to Use

151 Update Student Program/Plan - Navigate Navigation: Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan

152 Find an Existing Value

153 Enter the Student ID

154 Search for the student

155 Record the Return of the Student Click on ‘+’ to enter a new record in the Student Program/Plan record.

156 Effective Date: Select the date which the student will return from school Program Action: Select the Return action Record the Return of the Student

157 Select a Program Action Program Action to be used will be ‘RLOA’ which is ‘Return from Leave of Absence’

158 Click on Save

159 Record the Return of the Student **Note: If the Student returns after the current academic year is over, then after the student is marked as ‘RLOA’, progression should be done for the student with ‘PRGC’ – Program Change and/or ‘PLNC’ – Plan Change.

160 Term Activate the Student - Navigate Navigation: Main Menu > Records and Enrollment > Student Term Information> Term Activate a Student

161 Find an Existing Value

162 Enter Student ID

163 Search for the Student

164 Term Activate the Student In the Term Activation tab, check if there is an entry for the current term. If not, click on the ‘+’ icon.

165 Term Activate the Student

166 Select the Term from the lookup, for which the student should be activated.

167 Save the Term Activation

168 Enrol the Student in Class - Navigate Navigation: Main Menu > Records and Enrollment > Enroll Students > Enrollment Request

169 Add a New Value

170 Select the Student ID

171

172 Select the Academic Career

173

174 Select the Term

175

176 Add the New Enrolment Request

177 Enrolment Request

178 Select the Action Select the ‘Enroll’ action from the drop down.

179 Select the Class Number

180 Select the Course Subject Select the Course Subject ‘Year’ to register the student in the class section. Select the other subject courses relevant to the year of study.

181 Select the Course Career

182 Click on Search

183 Click to Select Class Select the class which the Registrar want to enroll the Student.

184 Save the Enrolment Request

185 Saved Enrolment Request Enrollment Request ID will be assigned.

186 Click on Submit

187 Submit the Enrolment Request Status is changed to ‘Success’, once the request is processed.

188 Students who do not Return from Deferment/LOA **Note: If the Deferred/LOA student does not return back to school at the end of the Deferment/LOA period, after verification the Student Program/Plan record should be updated to show that this student has discontinued his studies.

189 Update Student Program/Plan - Navigate Navigation: Main Menu > Records and Enrollment > Career and Program Information > Student Program/Plan

190 Find an Existing Value

191 Enter the Student ID

192 Search for the student

193 Record the Student has not Returned Click on ‘+’ to enter a new record in the Student Program/Plan record.

194 Record the Student has not Returned Effective Date: Select the period of date which the student doesn’t return from school Program Action: Select the discontinuation action Action Reason : Select the reason of Discontinuation

195 Select a Program Action Program Action to be used will be ‘DISC’ - Discontinuation

196 Select an Action Reason Action Reason to be used will be ‘DF1’ - Didn’t return from Deferment

197 Click on Save

198 Students who request for an extension on their Deferment/LOA period **Note: If the Deferred/LOA student requests for an extension on their current Deferment/LOA period, a new Deferment/LOA request needs to be raised for the student. In the new request, the extension will be indicated and the Request Nbr of the previous request will be indicated. The new request needs to be approved.

199 Navigate Navigation: Main Menu > Records and Enrollment > Student Movement > Student Deferment > Deferment/LOA Request

200 Add a New Value

201 Select a Student

202 Select a Student the Registrar has to Defer.

203 Add Deferment request

204 Deferment/LOA Request

205 Select a Deferment/LOA Reason Select a Deferment/LOA Reason from the following: 1)‘Ibu-Bapa / Penjaga ditugaskan ke Luar Negara’ (Overseas posting of parents) 2)‘Lain-lain hal’ (Others) 3)‘Masalah Kesihatan’ (Health Reasons) 4)‘Melaksanakan Haji’ (Religious Pilgrimage)

206 Select the dates in the form Date of Request: Date the Deferment/LOA is requested by the student/parent. Date of Deferment: Date the student will actually go on Deferment/LOA from school. Return from Deferment: Date the student will return from Deferment/LOA

207 Indicate the Extension Indicate that the new request raised is an extension to an existing Deferment/LOA request

208 Select the Previous Request Nbr Select the Previous Request Number using the lookup.

209 Select the Previous Request Nbr

210 Add Remarks/Comments Enter any additional information relevant to the withdrawal request as Remarks/Comments.

211 Attach Supporting Documents Click on Add Attachment to attach the supporting document.

212 Save/Submit the Request

213 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

214 Flow for the Module Setup Approvers Deferment/LOA Request Form Save the Deferment/LOA Request Submit the Deferment/LOA Request for Approval Approve Reject Routed for Approval Cancel Complete Re-submit Update Student Records Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Additional Activities View Submitted Deferment/LOA Request Print Deferment/LOA Request View Reports Cancel

215 C3-DF08 View the Detailed Report for Student Deferment Request

216 C3-DF08 View the detailed Report for Student Deferment Request Description: –This function allows the School Student Registrar to view the detailed report for Student Deferment request MOE_RPT_DF_001_01 – List of Students on Deferment/LOA MOE_RPT_DF_001_02 – Student Deferment/LOA Statistics MOE_DF_RETURN_RPT – List of Students due to Return from Deferment/LOA Granted Role: –School Student Registrar Menu Path: –Main Menu > Reporting Tools > Query > Query Viewer

217 1.Navigate to the screen via menu path 2.Enter the Query Name 3.Click on Search 4.Enter the relevant data on the prompts 5.Click on View Result Refer also to Online Help How to Use

218 Navigate Navigation: Main Menu > Reporting Tools > Query > Query Viewer

219 Search by: Query Name Select Query Name to Search

220 Enter the Query Name Enter the *Query Name: MOE_RPT_DF_001_01

221 Click on Search

222 Click on Run to HTML HTML: Will open a web page to enter the input to run the report. The report results will be displayed on the web page. Excel: Will open a web page to enter the input to run the report. The report results will be opened in an Excel Worksheet

223 Click on Run to HTML

224 Search for an Academic Institution

225

226 Search for a Cluster/Zone

227

228 Search for a Campus

229 Select the Campus available in the lookup or enter ‘%’ to select all the values in the lookup.

230 Search for an Academic Career

231 Select the Academic Career available in the lookup or enter ‘%’ to select all the values in the lookup.

232 Search for an Academic Program

233 Select the Academic Program available in the lookup or enter ‘%’ to select all the values in the lookup.

234 Search for an Academic Plan

235 Select the Academic Plan available in the lookup or enter ‘%’ to select all the values in the lookup.

236 Search for a Request Status

237 List of Status: Approved if the Deferment Request is Approved Cancelled if the Deferment Request is Cancelled Completed if the Deferment Request is Completed Pending if the Deferment Request is still pending Rejected if the Deferment Request is Rejected Route if the Deferment Request is been Route for Approval Submitted if the Deferment Request is just Submitted Select the Request Status available in the lookup or enter ‘%’ to select all the values in the lookup.

238 Select *From & *To Date fields *From Date and *To Date is used to indicate the period for which the report should be run. The Deferment Requests selected will be the ones raised during this period.

239 Select *From & *To Date fields

240 Click to View Results

241 Report Result If required, the Report Results can be downloaded to an Excel SpreadSheet by clicking on the link.

242 Enter the Query Name Enter the *Query Name: MOE_RPT_DF_001_02

243 Click on Search

244 Click on Run to HTML

245 Search for an Institution

246

247 Search for the Zone/Cluster

248

249 Search for a Campus

250

251 Select *From & *To Date fields *From Date and *To Date is used to indicate the period for which the report should be run. The Deferment Requests selected will be the ones raised during this period.

252 Select *From & *To Date fields

253 Click to View Results

254 View the Results If required, the Report Results can be downloaded to an Excel SpreadSheet by clicking on the link.

255 Query Report Enter the *Query Name: MOE_DF_RETURN_RPT

256 Click on Search

257 Query Report HTML: Will open a web page to enter the input to run the report. The report results will be displayed on the web page. Excel: Will open a web page to enter the input to run the report. The report results will be opened in an Excel Worksheet

258 Click on the HTML link against the report Click on Run to HTML

259 Search for Academic Institution

260

261 Search for Campus

262 Select the Campus available in the lookup or enter ‘%’ to select all the values in the lookup.

263 Search for Career

264 Select the Academic Career available in the lookup or enter ‘%’ to select all the values in the lookup.

265 Search for Acad Prog

266 Select the Academic Program available in the lookup or enter ‘%’ to select all the values in the lookup.

267 Search for Acad Plan

268 Select the Academic Plan available in the lookup or enter ‘%’ to select all the values in the lookup.

269 Select *From Date and *To Date *From Date and *To Date is used to indicate the period for which the report should be run. The student selected will be the student due to return from Deferment/LOA during the period mentioned.

270 Select *From Date and *To Date

271 Click to View Results

272 Report Results Return from Deferment date will indicate which students are due to return. If required, the Report Results can be downloaded to an Excel SpreadSheet by clicking on the link.

273 End of Presentation Thank You


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