OPUS TRAINING MANUAL - Office of the Registar |...

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OPUS 9.0 Training Manual | Batch Transcripts

Page 1 September 30, 2008

OPUS TRAINING MANUAL Batch Transcripts

Schools & Departments

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Table of Contents Batch Transcripts .......................................................................................................................................... 3

Navigation ............................................................................................................................................. 4

Section 1 – Transcript Request ..................................................................................................................... 5

Batch Transcript Request for Career/Program/Plan ............................................................................. 6

Transcript Request Criteria of Academic Level ..................................................................................... 7

Transcript Request Criteria of Advisor .................................................................................................. 7

Transcript Request Criteria of Student Group ...................................................................................... 8

Transcript Request for UCOL ................................................................................................................ 8

Process Scheduler Request Page .......................................................................................................... 9

Process Monitor Page ......................................................................................................................... 10

Process Detail Page ............................................................................................................................. 11

Message Log Showing Students Selected ........................................................................................... 12

Back to Process Detail ......................................................................................................................... 13

Section 2 – Generating the Batch ............................................................................................................... 15

Navigation ........................................................................................................................................... 15

Transcript Generation Search Record ................................................................................................. 15

Transcript Generation Page ................................................................................................................ 16

Processor Scheduler Request Page ..................................................................................................... 17

Back to Transcript Generation ............................................................................................................ 17

Process Requests Page ........................................................................................................................ 18

Section 3 – Printing the Batch ..................................................................................................................... 19

Navigation ........................................................................................................................................... 19

Internal Transcript Batch Print Search Record .................................................................................... 19

Print File Image ................................................................................................................................... 25

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Batch Transcripts As you prepare to create a batch of transcripts it helps to have a mental picture of the process.

There are three steps to creating batch transcripts. To be successful all steps must be followed in the following order.

Step 1 - choose the students– Transcript Request

Step 2 – construct the transcripts – Transcript Generation

Step 3 - Now it’s time to print – Internal Batch Transcript Print

Let’s get started . . .

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Navigation

Go to the Records Tab and the Academics folder click the link for Produce Batch Transcripts

A new screen appears to guide you through the process.

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Section 1 – Transcript Request

Click on Add a New Value when doing this process for the first time.

Enter a name for the run control. Use underscore _ instead of spaces in the name. Click on .

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Once the run control has been established and named, enter the Run Control ID you created or click on

to locate the run control you previously created.

Batch Transcript Request for Career/Program/Plan

Institution - Defaults to Emory.

Transcript Type - Choose or enter INTRN – Advising Document

Transcript Request Criteria –

The Criteria choices are: Academic Level

Advisor

Career/Program/Plan

Student Group

(Examples of the criteria choices are located on page 7)

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Choose one of the Transcript Request Criteria as necessary to generate the batch. Depending which of the Transcript Request Criteria that is chosen, a different set of fields will be displayed. Above is the display for Career/Program/Plan. Career and term should be entered. Program and Plan are optional.

Transcript Request Criteria of Academic Level

Transcript Request Criteria of Advisor

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Transcript Request Criteria of Student Group

Transcript Request for UCOL

If you want to run more than one group of transcripts with this same Transcript Request, click on the

to add another row of criteria. Create all of the transcript request groups and . In the illustration above, the request is for students who have declared LACSBA as their priority major, students who have declared LACSND as their second major, and students who have declared LACSMIN as their minor.

In the illustration above, the request is for students who have declared LACSBA as their priority major, students who have declared LACSND as their second major, and students who have declared LACSMIN

as their minor. After the criteria is set, click on . This takes you to the following page.

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Process Scheduler Request Page

Type = Web and Format = PDF. Server Name = PSUNX (this may appear but it is okay if it doesn’t)

Click on which takes you back to Batch Transcript Request page.

Click on Process Monitor.

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Process Monitor Page

Look for Success in the Run Status field. If the Run Status is other than Success or Error, click on

until you see either status. Remember that the most recent request you have generated is at the top of the list. Also, your requests will only be displayed for one day. The next day they will be gone.

If you want to see the EmplID of the students that were selected, do the following.

Click on Details of the request.

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Process Detail Page

Click on Message Log.

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Message Log Showing Students Selected

This log shows the EmplIDs of all the students selected for the batch of transcripts to be printed. If necessary, use the scroll bar to see all of the students.

IMPORTANT: Write down the Transcript Request Number as you will need it later in this process. You may have run more than one group of transcripts with this same Transcript Request. You did this by

clicking on the to adding multiple rows of criteria (LACSBA, LACSND, and LACSMIN.) Scroll through

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the requests and find all of the Transcript Request Numbers that appear. There will be one for each row of criteria you defined. So you will have multiple Trascript Request Numbers to write down.

Click on at the bottom of the page to return to Process Detail.

Back to Process Detail

Click on . This returns you to Process Monitor.

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Now you’re ready to begin Step 2. Go HOME and choose the Records Tab and the Academics folder click the link Produce Batch Transcripts

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Section 2 – Generating the Batch

Navigation Go to the Records Tab and the Academics folder click the link for Produce Batch Transcripts. Click “2” Generate a Batch.

Transcript Generation Search Record

Click on Add a New Value to create a new Run Control ID for the first time.

Enter a name for the run control. Use underscore _ instead of spaces in the name. Click on .

Once the run control has been established and named, you can reuse the run control.

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Transcript Generation Page

Institution - Defaults to Emory.

Transcript Type - Use the down arrow to choose or type ‘ INTRN’.

Request Nbr - Should be marked.

Report Request Number From - Enter the first 9-digit number generated in the previous step.

Report Request Number To - The same number will be automatically put into this field. Change it to the last batch number if more than than one batch has been generated.

Request Date - Do not mark.

After the criteria is set click , then click on which takes you to the following page.

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Processor Scheduler Request Page

Click on . This returns you to the Transcript Generation page.

Back to Transcript Generation

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Process Monitor takes you to Process Requests.

Process Requests Page

You are looking for the Process Type of COBOL SQL. Remember to click on if the Run Status is not Error or Success.

Then click on Go back to Transcript Generation.

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Section 3 – Printing the Batch

Navigation Go to the Records Tab and the Academics folder click the link for Produce Batch Transcripts. Click “3” Print a Batch.

Internal Transcript Batch Print Search Record

Click on Add a New Value when doing this process for the first time. Enter a name for the run control.

Use underscore _ instead of spaces in the name. Click on .

Once the run control has been established and named, enter the Run Control ID you created or click on

to locate the run control you previously created.

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Report Request Nbr From - Type in the request number from the generation process.

Report Request Nbr To - Type in the request number from the generation process.

After the criteria is set and click , then click on which takes you to the following page.

The Type is Web and the Format is PDF. If you don’t see PSUNX it is okay.

Then click on which takes you back to the previous page.

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If the Status is not Posted, click on the button until the Status is Posted and Details appears. To see the report and print, click on Details.

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A Process Detail page appears. Click on the View Log/Trace link.

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Click on the line ending in PDF.

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Print File Image

When you click the file name. pdf an Adobe PDF window will appear containing the transcripts. Print using the File – Print option or from the Printer Icon. .

If nothing appears in the PDF window, please follow these instructions to save the PDF file to your desktop.

Close the new window that is blank.

Right-click on the PDF file.

Choose the SAVE AS option:

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Type in a file name and save to your desktop. You can now open the PDF on your desktop and print your transcripts.

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