Maintain Allocation Criteria Types  {FBLC-2}


Allocation criteria is used to link specific characteristics to a bursary. E.g. if a bursary can only be allocated to students who are registered for a specific qualification, the allocation criteria code AAAA17 (Valid Qualifications) is one of the characteristics for that bursary, and must be linked to the bursary code. Bursary codes can be linked to different allocation criteria codes  in order to define the characteristics of the bursary.  Bursary codes are linked to allocation criteria in {FBLO-2}. Selecting students for a bursary is done by running {FBLO-5}



The allocation criteria codes strating with AAAA are predefined by ITS. Users cannot define a criteria type code beginning with AAAA, but any other additional user defined criteria codes can be created. The additional user defined allocation criteria codes must be linked to the applicable bursary in {FBLO-2} as well as all the applicants in {FBLO-13}. AAAA allocation criteria codes must be linked to bursaries only, it is not necessary to link them to applicants. The information that is necessary to select students according to AAAA defined allocation criteria codes is available on the system. Information for user defined allocation criteria codes will typically not be part of the information stored for a student on the standard system and therefor the need to link the code and the outcome to the applicant. 


All ITS defined criteria codes are either defined as numeric (NUM) or character (CHAR), depending on the format of the field in the database that is used for the specific criteria code. This is used when allocation criteria codes are linked to bursary codes in {FBLO-2}.

Fields in the option:

Panel box1:  Allocation Criteria Types

Field Type
&
Length
Description
Code A6  Any code can be allocated to create a criteria type. Codes with the prefix AAAA are predefined and cannot be changed.
Description A40 A description of the criteria type.
Not Awarded Reason Code A4 Enter the not awarded reason code to be used if the bursaries linked to this allocation criteria code is not awarded to the student. Not awarded reason codes are defined in {FBLC-9}.
Web Display A3 This field can only be entered for user defined allocation criteria codes. If Yes, this bursary criteria will display on the WEB when a student applies for a bursary to which the criteria is linked. The student will then need to complete additional information in respect of the criteria code as defined in {FBLC-10}.  For any criteria starting with AAAA this field must be null.


Example(s):

fblc-2b1p1i2.jpg



Processing
Rules
 
 
AAAA01 Marital Status (Char) The marital status of the student as defined in {SREGB-1}.
AAAA02 Gender (Char)  The gender of the student as defined in {SREGB-1}
AAAA03 Home Language (Char) The home language of the student as defined in {SREGB-1}
AAAA04 Church/Religion  (Char) The church / religion of the student as defined in {SREGB-1}
AAAA05 Student Occupation  (Char) The occupation of the student as defined in {SREGB-1}
AAAA06 Citizenship (Num)  The citizenship of the student as defined in {SREGB-1}
AAAA07 Employer Code (Char)  The employer code of the student as defined in {SREGB-1} or {FSAO-4}
AAAA08 School Code (Char)  The school code of the student as defined in {SREGB-1}
AAAA09 Ethnic Group (Num) The group of the student as defined in {SREGB-1}
AAAA10 SRS Scores (Num) The SRS scores are maintained on {SCODE-6}. These scores are linked to the symbol and grade obtained by the student in the grade 12 examination. The student's symbols per subject are maintained on {SREGB-9} and the grade 12 subjects linked to their grades on {SCODE-5}. The total SRS score of the student is calculated by the system when this criteria is used.  
AAAA11 WRS Scores (Num) The WRS factor tables are maintained on {SCODE-6}. These factor tables are then linked to the different qualification codes on {SACADO-1} and the WRS scores can then be calculated on {SNAPPA-1}. These scores are used for this criteria. 
AAAA12 Average Percentage (Num) The subject results for the maximum registration year and normal exams for the student are taken into account. These results can be queried on {FBLO1-2}. The cumulative final result of the student's subjects are divided by the number of subjects registered for. If the result of an exam were to lead to another exam e.g. supplementary exam, that exam result will then be taken into account and not the original exam result.
AAAA13 Average for Qualification (Num) The cumulative final result (all years of registration for the current qualification) of all subjects (primary qualifications only), up to the maximum exam month of the student, is divided by the number of subjects taken. The student’s results can be queried on {FBLO1-2}.
AAAA14 Family Income (Num)  Family income is maintained on the family structure {FBLN-6}.
AAAA15 Offering Type (Char) The offering type of the primary qualification for which the student is registered on {SREGAR-1}. The year and block code of registration must match the year and block code of the bursary.
AAAA16 Subjects Passed as Percentage of Subjects Registered (Num)   The subject results of the student for the maximum year of normal exams are taken into account.  These results can be queried on {FBLO1-2}. The total subjects passed for the year are divided by the  total number of subjects registered for and then multiplied by 100.  If the result of an exam were to lead to another exam e.g. supplementary exam, that exam result will then be taken into account and not the original exam result.
AAAA17 Valid Qualifications (Char) Valid qualifications per bursary / loan are maintained on {FBLC-3}.
AAAA18 Family Income per Member (Num) Family income and the number of family members are maintained on {FBLN-6}. The family income is divided by the number of family members to obtain income per member.
AAAA19 Prev Qualified for Same Burs/Loan and Cat
If the combination of student number / bursary / category exists for the selected bursary, and the paid amount is greater than zero, this criteria will be valid provided that the year and block of the existing record differs from the year and block now being matched.
AAAA20 No Prev Disciplinary or Blocking Codes
Disciplinary and blocking codes are maintained on {SREGL-1}, {SREGL-2}, {SREGL-3} and {FSAO-12}.
AAAA21 Annual Result  (Char) This result code is maintained on {SSTUD7-4}. This criterion uses the “average percentage calculation” year for the primary qualification only.
AAAA22 Financial Need (Num) The following formula is applied for this criteria:
Family members x 1000 x criteria weight x 100
Family income    1
Family income and family members are maintained on {FBLO-4}.  The criteria weight to be used in this formula should typically be the consumer price index (CPI) value.
AAAA23 Period of Study (Char)  The period of study of the primary qualification for which the student is registered. The year and block code must match the year and block code of the bursary.
AAAA24 Breadwinner Occupation (Char) The occupation of the breadwinner is maintained under {FBLO-4}. The first six characters of the occupation are used for comparative purposes.
AAAA25 FTEN Status (Char) If the FTEN status is null for the primary qualification this is interpreted as a (F)irst time entry (new student to the institution).  Other statuses are (T)ransfer students (transferred from other institutions), (E)ntry students (registering for a new qualification at the institution), (N)on entry students (registering for a qualification previously registered for). The FTEN calculation must be run before this criterion can be used.
AAAA26 Average Percentage BLK (Num) The subject results of the student for normal exams in the maximum exam block, are taken into account. These results can be queried on {FBLO1-2}. The cumulative final results of the student's subjects, are divided by the number of subjects registered. If a subject result were to lead to another exam e.g. supplementary, that exam result will then be taken into account and not the original subject result.
AAAA27 Subject Passed As Percentage of Subjects Registered BLK (Num) The subject results of the student for normal exams in the maximum exam block are taken into account. These results can be queried on {FBLO1-2}. The total subjects passed for the block are divided by the total number of subjects registered for and then multiplied by 100.  If a subject result were to lead to another exam e.g. supplementary, that exam result will then be taken into account and not the original subject result.
AAAA29 Valid Subjects
Valid subjects per bursary / loan are maintained on {FBLC-3}.
AAAA30 Credit for Registered Subjects (Num) The sum of the stats credit values in the Curriculum {SACADO-17} of all subjects registered for, excluding experiential subjects and subjects with a course level of 1 as on {SACADO-10}.
AAAA31 Credit for Registered Subjects for All Years (Num) The sum of the stats credit values in the Curriculum {SACADO-17} of all subjects registered for, for all years, excluding experiential subjects and subjects with a course level of 1 as on {SACADO-10}.
AAAA32 Credit for Passed Subjects (Num) The sum of the stats credit values in the Curriculum {SACADO-17} of all subjects passed, excluding experiential subjects and subjects with a course level of 1 as on {SACADO-10}.
AAAA33 Credit for passed Subjects for All Years (Num) The sum of the stats credit values in the Curriculum {SACADO-17} of all subjects passed, for all years, excluding experiential subjects and subjects with a course level of 1 as on {SACADO-10}.
AAAA35 Expected Family Contribution (Num) Expected family contribution as calculated and maintained on {FBLN-6
AAAA36 Recommended NSFAS Award (Num) Recommended NSFAS award as calculated and maintained on {FBLN-6}.
AAAA37 Postal Codes (Num)  Postal code as maintained on {FBLN-6}.


See Also:



History Of Changes

Date System Version By Whom Job Description
25-Sep-2006 v01.0.0.0 Charlene van der Schyff t133692 New manual format.
03-Apr-2007 v01.0.0.0 Amanda Nell t133692 New image
18-Sep-2007 v01.0.0.0 Charlene van der Schyff t137175 Proofread by ITS system owner not done.
12-Aug-2009 v01.0.0.0 Mac Thipe f159844 Removed code AAAA38 for School Codes Criteria
20-May-2014
v04.0.0.0
Nokuthula Mafenuka
t196392
Add new image
18 Feb 2016
v04.0.0.0
Farai Mukwambo
t196392
Changed Block to Panel box. Updated image
26-Jun-2019
v04.1.0.0
Frans Pelser
t237245
Change SACAD-15 to SACADO-17