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Each of the sections below must be completed for each new term. The timing for this should coincide with the open enrollment date for the term.
General Configuration
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Add New Advising Term Prompt
- Go to Database > Prompts
- Click advising_term
- Click the "New Prompt" link.
- For Folder, select "Advising."
- For Value, enter the season and year (e.g. "Fall 2024").
- For Export Value, enter a 5 digit code where the first for digits are the year and the fifth digit is the term number where Spring = 1, Summer = 2, and Fall = 3 (e.g. Fall 2024 → 20243).
- Click the "Save" button.
SIS Import Configuration
- Remap
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- Remap Student Core Records
- Go to Database > Source Formats
- Click Student Core Records
- Add the new term id and name to the Last Registered Term and Admission Term in the Prompt Value Mappings section
- Retroactive refresh the latest file to import changes
- Add the new term id and name to the Prompt Value Mappings section
- Retroactive refresh the latest file to import changesClick the "Remap" button.
- Click the "Prompt Value Mappings" link.
- Click the "Latest_Registered_Term" link.
- In the "Destination Value" textbox next to the newly added term, enter the season and year (e.g. "Spring 2024").
- Click the "Retroactive Refresh" link.
- Click the textbox to select all in each of the two tables.
- Click the "Retroactive Refresh" button.
- Remap Course Enrollments
- Go to Database > Source Formats
- Click Course Enrollments
- Click the "Remap" button.
- Click the "Prompt Value Mappings" link.
- Click the "Term Identifier" link.
- In the "Destination Value" textbox next to the newly added term, enter the season and year (e.g. "Spring 2024").
- Click the "Retroactive Refresh" link.
- Click the textbox to select all in each of the two tables.
- Click the "Retroactive Refresh" button.
Advisor Snapshot
Update the underlying query
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