Adding Application Manually and Matriculating Students
Adding Application Manually and Matriculating Students
Business Process: Applications
Module: Admissions
Instructions:
There are five parts to the application process:
Part One: Add the application information and admit the student.
Part Two: Code residency (this is an important step for term activation).
Part Three: Add MIS data.
Part Four: Matriculate the student.
Part Five: Enter external education.
Completing all parts will allow for term activation and enrollment in the term the student is admitted.
Part 1: Add Application Information and Admit the Student
Always perform Search/Match before adding a new person to the system. Search/Match checks for duplicate or multiple entries of individuals. See the Search/Match job aid for additional information regarding this process.
Step | Action |
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Navigate to Student Admissions → Application Entry → Add Application.
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Step | Action |
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2. | Begin with the Biographical Details tab. Enter the following fields:
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Step | Action |
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4. | Continuing on the Biographical Details tab, enter the following information:
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Step | Action |
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7. | Click on the Regional tab to enter the student's Ethnicity.
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Step | Action |
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8. | In Application Program Data, enter the following fields in order as listed to populate and/or find appropriate selections.
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Step | Action |
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9. | Click on Application Data tab. Enter the following information:
NOTE: Once the ID number is generated, the page defaults back to the Biographical Details tab. |
Step | Action |
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10. | For some students, the Search/Match results page will appear because values on your current student match or are close to another student already in the system. Check your student values vs. the students that appear on the Search/Match page to be sure they are not the same person. To view the details of the students that appear on the Search/Match page, click the Details link. If there are no duplicate students, click Return. Then click OK on the warning message to complete the ID generation. |
11. | To view additional match criteria on a student, click on Match Criteria and/or Search Results Summary.
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Step | Action |
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12. | Once the ID number is generated, the page defaults back to the Biographical Details tab. Be sure to notate the ID number however, it should carry to the Maintain Applications page. |
Part 2: Coding Residency
Step | Action |
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1. | Please see a Residency staff member to complete this step of the process. NOTE: This step must be completed in order for the student to be Term Activated. |
Part 3: Enter MIS Data
Step | Action |
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1. | Navigate to Student Admissions → Application Maintenance → Maintain Applications. Once the ID number has been generated, navigate to Maintain Applications and click on the Additional Data tab. Click on the forward arrow on the tabs to locate the Additional Data tab. Enter the appropriate effective date, if necessary, and complete the following sections:
Click Save |
Step | Action |
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2. | If the student is Military or Foster Youth, click on the Residency Data tab to populate the information. |
Step | Action |
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3. | If the student is Military, under the Military Status heading, complete the following sections:
Click Save. |
Step | Action |
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4. | If the student is Foster Youth, under the Residence Questionnaire heading, complete the following sections:
Click Save. |
Part 4: Matriculating a Student
Step | Action |
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Navigate to Student Admissions → Application Maintenance → Maintain Applications.
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Step | Action |
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2. | Click on the Application Program Data tab. Click the add buttonto add an additional row and enter the following information:
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Step | Action |
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3. | When you matriculate the applicant and click Create Program, the component is saved, and all fields become unavailable (grayed out) for input. |
Part 5: Entering External Education
Step | Action |
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1. | Navigate to Records and Enrollment → Transfer Credit Evaluation → External Education. On the External Education page:
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Step | Action |
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2. | On the External Education tab, enter the External Org ID. If you do not know the Org ID number, click the magnifying glass to locate the school. |
Step | Action |
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3. | From the search fields, enter the name of the school in the Description field.
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Step | Action |
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4. | Continuing on the External Education tab, enter the following fields:
Default values:
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Step | Action |
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5. | Click on the Courses and Degrees tab and under the External Degrees section, enter the following information:
NOTE: If the student has a GED or California High School Proficiency Exam, complete step 22 and save. Then add an additional Org ID for the GED, 0020000004, or the CHSPE, 0020000003, and follow steps 22 and 23 above. |
Step | Action |
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6. | Congratulations! You successfully admitted, coded residency, matriculated and entered external education data for a student. |