1. Banner 8.0
Academic History

2. Introductions Name Organization Title/function Job responsibilities
Banner experience
Expectations
Introductions
The instructor will introduce himself/herself by describing his/her experience with:
SunGard Higher Education
Banner
Banner [Product name]
Higher Education
The participants in the class will introduce themselves by sharing with the class:
Name
Organization
Title/Function
Job Responsibility
Banner experience
Banner [ Product name] experience
And their expectations of the training session
Write down the expectations of the class members at the beginning of the training session. That way, at the end, you will be able to see if all expectations have been met. If they are not to be met, explain why.

3. Course Goals
The goal of this course is to provide you with the knowledge and practice to setup and maintain academic history at your institution
After discussing the course goals, discuss the use of the associated workbook and how it will assist them during training and after they return to their institutions.

4. Agenda Overview Set up Day-to-Day Question and Answer
Discuss how the course will be structured…first going over the Set up (rule and validation forms) that are required for academic history. Followed by the discussion of the Day-to-Day procedures that are required to handle academic history.

5. Overview

6. Overview
The office of the Registrar and/or Academic Records is responsible for running the end of term processes, which enables them to produce accurate academic transcripts and award degrees.

7. Process Introduction

8. Terminology Academic history CRN GPA Roll Academic History
Grade reports, transcripts and degree records for a student.
CRN
Course Reference Number
GPA
Grade Point Average
Roll
to move validated data (such as enrolled and graded courses) from registration into academic history

9. Set Up

10. Set up Objectives At the end of this section, you will be able to
complete various validation tables and control forms pertaining to academic history
See Set Up Section of workbook.

11. Rule and Validation Forms
Repeat/Multiple Course Rules (SHARPTR)
Transcript Type Code Validation (STVTPRT)
Transcript Type Rules (SHATPRT)
Grade Code Maintenance (SHAGRDE)
Grade Code Substitution (SHAGRDS)
Academic Standing Rules (SHAACST)
Source/Background Access (SOASBGA)

12. Rule and Validation Forms, continued
Academic History Control (SHACTRL)
GPA Display Rules (SHAGPAR)
Continuant Term Rules (SOACTRM)
Grade Mode Validation (STVGMOD)
Incomplete Grade Rules (SHAINCG)
Degree Status Codes (STVDEGS)
Graduation Status Codes (STVGRST)
Graduation Ceremony (SHACRMY)

13. Set up Review
What Banner form do you use to define rules for non-repeatable courses and multiple enrollment courses?
Which Banner form is used to create transcript types?
Which Banner form is used to define rules for transcript types?
What Banner form do you use to define grades that are accepted by your institution for transfer credit?NOTE: not covered in setup –referring to SHAGRDE rather than SHATGRD??
How do you make a grade available on the Web?
On the Grade Code Maintenance Form (SHAGRDE), which Count In check boxes should you select?
What is the Grade Code Substitution Form (SHAGRDS) used for?
Solicit answers from above questions from audience.

14. Day-to-Day Operations

15. Day-to-Day Objectives
At the end of this section, you will be able to
build, enter, and roll grades
change/maintain grades
calculate Academic Standing
produce Grade Mailers
add/change/award degrees
use the mass entry Graduation process
review Academic History online
print transcripts
process XML transcripts
generate a number of reports and processes
See Day-to-Day section in workbook.

16. Day-to-Day Process Stage 1: Registrar runs end of term processes:
Produces class/grade rosters
Enters and/or verifies grades submitted by instructor
Rolls grades to academic history
Runs repeat processing
Runs GPA calculation process
Runs Academic Standing
Produces Grade Mailers
Updates student type (IPEDS reporting)
Stage 2: Registrar verifies degree information, awards degrees, tracks graduation ceremony and diploma information.
Stage 3: Registrar receives transcript requests, produces transcripts and mails them out.
Stage 4: Student requests transcript, receives transcript
Stage 5: Student receives degree, participates in graduation ceremony, receives diploma.

17. Processing Grades Class Roster Form (SFASLST)
Used to enter grades and optionally roll them to Academic History
Class Attendance Form (SFAASLT)
Used to track attendance hours, entry of final grades and section and enrollment information
Access Banner and enter data on form.

18. Roll Grades to History Roll Grades to History Process (SHRROLL)
Rolls student grades to academic history including incomplete final grades and extension dates
Grades may be rolled from either or both of:
Class Roster Form (SFASLST)
Class Attendance Roster Form (SFAALST)

19. Incomplete Grade Processing
Incomplete Grade Process (SHRCINC)
Automatically updates incomplete grades to final grades
Scans only Academic History records
Compares grade extension date against system date
Also performs checking for grade substitution
Performs GPA recalculation when parameter set to Y

20. Processing Repeat Courses
Basic Course Information Form (SCACRSE)
Used to develop repeat limits for individual courses
Repeat/Equivalent Course Check Report (SHRRPTS)
Used to flag repeated courses
Takes into account rules on the Repeat/Multiple Course Rules Form (SHARPTR)
Takes into account limits established on SCACRSE
Access Banner and enter data on form.

21. Calculating GPA Calculate GPA Report (SHRCGPA)
Used to calculate the GPA for the selected term and group of students.
It calculates both term and cumulative GPA
Access Banner and enter data on form.

22. Viewing a Student’s Grade in Academic History
Term Course Maintenance Form (SHAINST)
Used to maintain organizational course history
Used to perform grade changes
Used to identify repeat courses
Course Maintenance Form (SHATCKN)
Accessed via Options Menu on SHAINST
Allows incomplete final grades and extension dates to be changed
Access Banner and enter data on form.

23. Calculating Academic Standing
Calculate Academic Standing Process (SHRASTD)
Calculates a student's academic standing
Based on the rules established on the Academic Standing Rules Form (SHAACST)
Access Banner and enter data on form.

24. Producing Grade Mailers
Grade Mailer Report (SHRGRDE)
Used to print grade mailers by type (original, revised, mid-term, and duplicate) for students that have had grades rolled or grade changes made in Academic History
Status is maintained in Term Header block of the Term Course Maintenance Form (SHAINST)
Updates tables even if grade mailers are not produced
Access Banner and enter data on form.

25. Reviewing Grade Mailer Status/Error Correction
Grade Mailer Status/Error Correction Form (SHAGCOL)
Provides a means to review and/or update the Grade Collector Table (SHRGCOL)
Shows Grade Mailers that could not be produced due to errors
Shows Grade Mailers that are
Pending
Have been produced
Have been printed
Access Banner and enter data on form.

26. Updating Student Type Student Type Update Process (SHRTYPE)
Automatically updates student type on the General Student Form (SGASTDN)
Update is based on rules defined on Continuant Terms Rule Form (SOACTRM)
Process is run after Grade Roll Process (SHRROLL)
Data is used in IPEDS reporting
Access Banner and enter data on form.

27. Producing Transcripts
Transcript Request Form (SHARQTC)
Used to enter a transcript request to produce official transcripts immediately or on a delayed basis
Academic Transcript Process (SHRTRTC)
Used to generate (print) transcripts for single or multiple IDs
Transcript Population Creation Process (SHRTPOP)
Used to generate transcripts for a Population Selection
Access Banner and enter data on form.

28. Processing XML Transcripts
PESC/XML Export Document Status Form (SHIEPTD)
Inquiry form used to track the status of XML transcripts sent by the institution
PESC/XML Import Document Status Form (SHIIPTD)
Inquiry form used to track the status of XML transcripts received by the institution.
PESC/XML Transcript Export Process (SHRPESE)
Process used to create electronic transcripts in XML format by producing a .xml file that can be read by the receiving institution
PESC/XML Transcript Import Process (SHRPESI)
Process used to import XML transcript files into an institution from other institutions

29. Entering and Maintaining Degree Information
Qualifying Papers Form (SHAQPNO)
Used to enter qualifying papers for degree completion
Academic Non-Course Form (SHANCRS)
Used to record non-academic course work to be applied to the degree record
Degrees and Other Formal Awards Form (SHADEGR)
Used to display degrees being sought or awarded to the student
Access Banner and enter data on form.

30. Diploma and Ceremony Processes
Terms:
Diploma – official record that student has completed all degree requirements and may receive
Ceremony – participation in the convocation
Enter/Update Diploma information
Diploma (SHADIPL)
Used to create and maintain diploma information
Can enter a duplicate diploma charge
Access Banner and enter data on form.

31. Diploma and Ceremony Processes
Enter/Update Ceremony Information
Event Form (SLAEVNT)
Used to create graduation ceremony event(s)
Ceremony (SHACRMY)
Used to create and maintain ceremony information
Ceremony Attendance (SHACATT)
Used to create and maintain ceremony attendance records
Ceremony Query (SHACRMQ)
Used to display all existing ceremonies for an institution.
Access Banner and enter data on form.

32. Diploma and Ceremony Processes
Enter/Update Ceremony Information
Ceremony Attendance Query (SHACATQ)
Used to display detail information for a ceremony and its attendees.
Ceremonies By Attendee Query (SHACPRQ)
Displays all ceremonies for which an attendee is registered
Commencement Report (SHRCOMM)
Camera-Ready commencement report
Commencement Attendance Report (SHRCATT)
Report summarizing ceremony information and attendees.
Access Banner and enter data on form.

33. Mass Entry Graduation Processes
Graduation Mass Entry
Mass Entry Graduation Form (SHAMDEG)
Used for mass entering of graduation data.
Mass Entry Diploma (SHAMDIP)
Used to perform mass entry of diploma information.
Mass Update Diploma (SHAMUDI)
Used to perform mass updating of diploma records.
Access Banner and enter data on form.

34. Mass Entry Graduation Processes
Graduation Mass Entry
Mass Entry Ceremony Attendance (SHAMCAT)
Used to perform mass update of ceremony attendance data
Mass Update Ceremony (SHAMUCA)
used to perform mass update of ceremony attendance records for students with existing ceremony records (SHACATT).
Access Banner and enter data on form.

35. Mass Entry Graduation Processes
Mass Entry Processes
Mass Entry Audit (SOAMAUD)
Used to query and view the results of a mass entry event
Mass Entry Batch Update (SORMEBP)
Executes the mass entry process for a form
Mass Entry Purge Audit (SOPMAUD)
Purge mass entry audit SORMAUD, SOBMAUD and SORMECL

36. Day-to-Day Review What do you use the Class Roster Form (SFASLST) for?
 How can you view a student’s grades after they’ve been rolled to academic history?
How do you roll grades to academic history using the (SFASLST) form?
What Banner forms are used to generate grade mailers?
What is the first process that must be run if you want to generate grade mailers?
Solicit answers from above questions from audience.
Continued on next page

37. Day-to-Day Review, continued
Can you generate grade mailers for only a group of students?
What Banner form do you use to maintain students’ degree information?
What is the Transcript Request Form (SHARQTC) used for?
What process must be run for generating either single or multiple transcripts?

38. Course Summary/Review
As a result of this course we have provided you with the knowledge and practice to setup and maintain academic history at your institution

39. Questions and Answers

40. Thank you for your participation