NWEUG2015

SESSION TITLESESSION SUBTITLE

Dennis Wilson & Admir Djulovic

Eastern Washington University

Friday July 31, 201511:10 a.m. – 12:00 p.m.

Coeur d’Alene, Idaho

NWEUG2015

SESSION RULES OF ETIQUETTE

Please turn off you cell phone/pager

If you must leave the session early, please do so as discreetly as possible

Please avoid side conversation during the session

Thank you for your cooperation!

Coeur d’Alene, Idaho

NWEUG2015

INTRODUCTION

Show how Eastern Washington University automated our hold process

Hold process runs all of the time

No rules to configure by using non-conditional holds

Coeur d’Alene, Idaho

NWEUG2015

SESSION AGENDA

1. Baseline hold process overview

2. What types of holds we use

3. Why the baseline process didn’t work for EWU

4. How we implemented our process

1. Population selection use

2. Custom view creation

Coeur d’Alene, Idaho

NWEUG2015

BASELINE HOLD PROCESS OVERVIEW

Why use the Auto-hold process in Banner Process allows holds to go on multiple students under conditions

defined by the school

Has a “release” feature as well as a placement feature

Can be based on Account Balance parameters or on aging balance parameters or non-conditional

Coeur d’Alene, Idaho

NWEUG2015

BASELINE HOLD PROCESS OVERVIEW

Create hold rule code on TTVRHLD

Build hold rules on TGAHOLD Associate the hold type with the rules to be created

Three options Non-conditional

Account balance rules

Aging rules

Coeur d’Alene, Idaho

NWEUG2015

BASELINE HOLD PROCESS OVERVIEW

Develop any population selections on GLRSLCT

Run population selection process GLBDATA

Run Auto Hold Release Process TGPHOLD Can run with or without population selection

Option to run in sleep/wake mode

Coeur d’Alene, Idaho

NWEUG2015

WHAT TYPES OF HOLDS EWU USES

Financial holds F0 – All students with balances between $200.00 and $1000.00

F1 – All students with a balance > $1000.00

F2 – All students with balances > $0.00

FI – International students with balance balances > $200.00

FP – Financial aid prior year hold for balances > $200.00

Other Academic holds

Coeur d’Alene, Idaho

NWEUG2015

WHY BASELINE PROCESS DIDN’T WORK FOR EWU

Population selection cannot be run in sleep/wake mode Multiple populations of students that need holds

If running TGPHOLD in sleep/wake mode it makes using population selections impossible

Not all balances are calculated based on the same date

Not all holds are balance based

EWU uses complex population selections

Coeur d’Alene, Idaho

NWEUG2015

WHY BASELINE PROCESS DIDN’T WORK FOR EWU

Turned out to be a lot of maintenance for each rule that we needed

Wanted a better way to accommodate all of our needs with different populations of students

Coeur d’Alene, Idaho

NWEUG2015

HOW WE IMPLEMENTED OUR PROCESS

UC4 (Application Scheduler) and custom view were key in order to implement what we wanted

Coeur d’Alene, Idaho

NWEUG2015

HOW WE IMPLEMENTED OUR PROCESS

Gave task to Admir and he did it.

The end!!!

Coeur d’Alene, Idaho

NWEUG2015

JUST KIDDING – HERE IS WHAT WE DID

Population selection limitation Created all population selections under a specific Banner ID for

SFS

Needed to join different tables

Calculate balances at the same time

Can only have 1 sub-query in population selection

Coeur d’Alene, Idaho

NWEUG2015

HOW WE IMPLEMENTED OUR PROCESS

Created rule codes and associated the proper hold types and made them all non-conditional

Created a view to accommodate our needs View calculates balances up to the current term based on dates

Current term active on the 15th day of the quarter

Use UC4 software to run on our chosen cycle

Every 15 minutes we place and remove holds

Coeur d’Alene, Idaho

NWEUG2015

HOW WE IMPLEMENTED OUR PROCESS

Processes to run in order to place and remove holds TGRAPPL

GLBDATA

TGPHOLD

Coeur d’Alene, Idaho

NWEUG2015

HOW WE IMPLEMENTED OUR PROCESS

Coeur d’Alene, Idaho

NWEUG2015

HOW WE IMPLEMENTED OUR PROCESS

Coeur d’Alene, Idaho

NWEUG2015

SESSION SUMMARY

Minimum to no maintenance – it just works

No need to use baseline balance or aging calculations

Can use process to place any kind of hold

Build good population selections

Easy to set up on application scheduler

Coeur d’Alene, Idaho

NWEUG2015

QUESTIONS?

Coeur d’Alene, Idaho

NWEUG2015

THANK YOU Dennis Wilson and Admir Djulovic

dwilson2@ewu.edu, adjulovic2@ewu.edu

Coeur d’Alene, Idaho