Third Party Contracts-Mass Assign Students
Add multiple students to a third party contract using an external file.
Step 1
Create a .csv or .txt file with student ID’s in a column, no header. ID’s should all be formatted as 10-digits.
Step 2
Navigation: Campus Solutions > Student Financials > Payment Plans > Mass Contract Select
Step 3
Click Add new value to create a new run control.
Step 4
Name this run control and click Add. Run controls are associated with usernames, so only you will have access to this run control.
Step 5
In the Population Selection box, choose Selection Tool External File and click Upload File.
Step 6
Click Choose file to select the file with student ID’s. Then click upload.
Step 7
Click on magnifying glass to choose file mapping. Choose “TPC_MASS”
Step 8
Click Preview Selection Results to make sure the list is correct.
Step 9
In Default Values section, enter the Contract Number you want to add the students to.
Contract Status - Active to add students, or Cancel to deactivate students.
Click Save. Then Click Run.
Step 10
Click OK on Process Scheduler Request.
Step 11
Click Process Monitor to view progress. You can click Refresh button if it’s still running.
Once Run Status is “Success” and Distribution Status is “Posted,” you can click on Details to view the log.
Step 12
In Process Detail, click View Log/Trace
Step 13
Click the link for the .stdout file.
Step 14
This shows how many rows were inserted, so you can compare to your list of students.
Step 15
Exit the Process Monitor and go back to the Mass Contract Select page.
Click Review Results by Contract
Step 16
You should see that the number of rows matches the number of students you added.
Click Assign and Recalc.
Step 17
Enter the contract number in the “Contract Number From” and “Contract Number To” fields.
Click Run.
Step 18
Click the checkboxes for both processes on the Process List. Click OK to run.
Step 19
Once both processes run to success, the process is complete. Spot check the contract to make sure the students were added. You can also view the logs by clicking Details, then View Log/Trace as in Steps 10-11 above.
End of process.