Change Subject Detail in Bulk {SREGC-7} 


This option allows for changes to be made in bulk or on an individual basis to subject enrolment records after the student subject registrations on {SREGAR-1}.


Credits:  Due to the complex validation rules no check against the minimum and maximum credits for a student as in {SREGAR-1} will be done. As there might be a discrepancy between the minimum and maximum required and registered for, the user can use report {SREGAR-22} that will list students with credit discrepancies.


Change Subject Detail in Bulk

To use the 'Bulk update of Subjects' the mandatory fields 'Academic Year', 'Subject', 'Block Code', 'Exam Type', 'Exam Year and 'Month' needs to be entered, only then the 'Save' button will be available.

Once a value has been entered under the 'Existing Values' field this will become available under the 'New Values' fields. Data will not be populated into fields.  The user must insert the data in the relevant fields.


Example: 'Bulk Subject Detail Update'

sregc-7b1p1i1

 



Field Type
&
Length
Description
Academic YearYYYYEnter the Academic Year.  A validation will be done against {SACADO-10}.  
SubjectA7The user can enter the 'Subject Code' or select it from the LOV's.  A validation will be done against {SACADO-10}.
QualificationA6The user can enter the 'Qualification Code' or select it from the LOV's.  A validation will be done against {SACADO-1}.
Class GroupA2Validate against {SACADO-13} if the 'Class Group' entered is valid for the 'Year', 'Subject' and 'Offering Type' combination.
Existing Values:
Block CodeA2A validation will be done against {SCODE2-1} for selection.
Exam TypeA2Combo Box available with the following values from {SCODE2-2}:
  • E - Exam Only
  • B - Both
  • A - Attend Only
When the 'Exam Type' equals 'A' the 'Exam Year and Month' fields will not be mandatory fields.
When the 'Exam Type' is not equal to 'A' the 'Exam Year and Month' fields will be mandatory.

Exam YearYYYYWhen the user enter an 'Exam Year' the program will validate against exam year definition on {SCODE2-4}.  
  • The program will give a warning message if exam paper records exist but no exam marks have been captured for any student.
  • Change of detail will be allowed.
  • The program will give a fatal message if exam paper records exist and exam marks have been captured for at least one student. Change of detail will not be allowed.
Exam MonthN2When the user enter an 'Exam Month' the program will;  
  • Validate against exam month definition on {SCODE2-4}.
  • Give a warning message if exam paper records exist but no exam marks have been captured for any student. Change of detail will be allowed.
  • Give a fatal message if exam paper records exist and exam marks have been captured for at least one student. Change of detail will not be allowed.
Offering TypeA2A LOV's is available.  The data selection for the LOV is from:
  • {SACADO-12} - Offering Type; and
  • {GCS-5} - Offering Type Name; and
  • where the 'Active indicator' on {SACADO-17} is 'Y'.
1.  Bulk Offering Type update will not be allowed when the 'Offering Type' was set as 'ALL' and the 'Update Type' equals 'B'.
2.  Allow the update of the 'Offering Type' when the 'Offering Type' is set as a single 'Offering Type', the 'Enrolment Type' is not equal to 'E' {SCODE2-2) and the 'Update Type' equals 'B'.
Student TypeA2Validate against student type on {SCODE3-5}, {GCS-5b1} and {SACADO-15}.

When the System Operational Definition 'ST / RE' on {SMNT-12} is set to 'Y', the student type field will be validated against {SACADO-15}. If no record exists for the Year, Subject, Offering Type and Student Type, the combination of Offering Type and Student Type must exist on {GCS-5} Tab Offering Type / Student Type. If a record exists for the year and subject, only offering type / student type combinations that exist can be used.
  • Example:
    • For subject ‘MATH101’ and year 2010 no offering type / student type combinations are defined in {SACADO-15}.  This means that all valid combinations in {GCS-5} can be used to register the student as long as the offering type is valid for the subject / qualification combination in the curriculum in {SACADO-17}.
    • For subject ‘PHY101’, offering type ‘A1’ is linked to student types ‘T1’ and 'T2'.  This means that the student can only register for either 'A1 / T1' or 'A1 / T2' even if the offering type 'A1' is linked to other student types in {GCS-5}
Preferred LanguageA1Combo box is available with the following values:
E - English
A - Alternative
Start Registration DateDD-MON-YYYYValidate against the year, block and start date on {GOPS-1} and if the combination as above exists:
  • The 'Start registration date' must be before the end registration date; and
  • The 'Start registration date' must fall between the start and end census dates. 
End Registration DateDD-MON-YYYYValidate against the year, block and end date on {GOPS-1} and if the combination as above exists:
  • The 'End registration date' must be after the start date; and
  • The 'End registration date' must fall between the start and end census dates.
   Note:  See Processing Rules



Individual Subject Detail Update

Two values will be available on the 'Saved Search' field e.g. 'NormalAndExamOnlyEnrolemnts' and 'AttendanceOnlyEnrolments' for 'attendance only' Exam Types.

  1. 'NormalAndExamOnlyEnrolemnts - Normal and Exam Only Enrolments
          Users can only select 'Exam Type' for 'Normal' or 'Exam Only' attendance types as defined on {SCODE2-2} and {SCODE2-4}.  The 'Exam Year' and 'Month' are then mandatory fields.
  1. 'AttendanceOnlyEnrolments' - Attendance Only Enrolments
          Users can only select 'Exam Type' for 'Attendance Only' attendance types as defined on {SCODE2-2} and {SCODE2-4}. The 'Exam Year' and 'Month' are not displayed in the search panel box
          and is therefor not mandatory.
  1. On the form layout the LOV's for 'Exam Type' will display all exam types for an academic year and subject e.g. normal, exam only and attend only if defined on {SCODE2-2} and {SCODE2-4}

sregc-7b2p1i1.jpg

 

Button:  Edit Form

When the user click on the 'Edit Form' button the form below will open.  The user will be allowed to do changes on the form, and the same rules as on the above (table layout) will apply.   To return to the previous screen the user needs to click on the 'Return' button.


sregc-7b2p1i1.jpg

 

Tab 2:   Individual Subject Detail Update

On this tab depending of the selection,  the records of the students that have been registered in the selected manner are displayed.  The user then moves to the records of the students that should be updated, enters the correct value and 'Save'. The system will update all old values with the new values.

Selection:  Registration year, subject code, block code, exam type, exam year, exam month, offering type, student type, qualification, class group, start date and end date.





Search: Panel box:
Registration YearValidate against subject {SACADO-10} and cycle 'R' on {SMNT-2}.
Subject CodeValidate against subject definition on {SACADO-10} 
Block CodeA validation will be done from {SCODE2-1}.  The user can enter the block manually and press 'Enter' to move to the next line to change another student's block code.
  • The program will not allow the use of a 'Block Code' that is inactive for the academic year / qualification and subject on {SACAD-25}
  • Check if the 'Block Code' is defined for the academic year, subject and offering type on academic structure {SACADO-12}
  • Census dates defined for the subject and block for the academic year on {GOPS-1}.
  • The 'block's' default start and end date defined on {GOPS-1} must fall within the qualification's start and end enrolment dates.
  • Validate the registration cycle against the cycle that has been entered on the 'Search' panel box and the subject registration cycle:
    • When the 'qualification registration start date' is greater than the 'start date on {GOPS-1} then populate the 'subject registration start date'.
    • When the 'qualification registration end date' is smaller than the 'end date' on {GOPS-1} then populate the 'subject registration end date'.
Exam Type1.  If the 'Exam Type' equals 'A' the exam year and month fields will not be available.
2.  If the 'Exam Type' is not equal to 'A' the exam year and month fields will be available.
Exam YearThe program will validate against the 'Exam Year' definition on {SCODE2-4}
Exam MonthThe program will validate against the 'Exam Month' definition on {SCODE2-4}
Student NumberInsert a 'Student Number' for the selection of a single student number.
Offering Type1.  The program will validate against {GCS-5} to see if the 'Offering Type' is valid; and
2.  Against {SACADO-17} to see if the 'cycle, qualification, subject and offering type' combination is active.
3.  When the qualification's 'Offering Type' active indicator is set to 'P' on {SACADO-17}, the program will validate if the student was previously enrolled for the qualification and / or subject.
4.  When the System Operational Definition 'PE / PR' {SMNT-12} is set to 'Y', a previously cancelled qualification will be used as a valid enrolment and the student will be allowed to apply / enroll for the qualification.
5.  When the System Operational Definition is set to 'N' or NULL, the student record cannot be updated.
6.  The store code is updateable if:
  • the value of the store code is not NULL; and
  • the value in the 'Parameter1' field on {USERS-1b3} is set as 'DO_GUIDES'; and
  • The System Operational Definition 'AF / PM' {FCSM-1} equals 'Y'.  Validate the store code against the 'Offering Type' on {GCS-5}.
  • The user can enter the offering type manually and press 'Enter' to move to the next line to change another student's offering type.
Student Type
  • Update of the 'Student Type' will not be allowed when the qualification enrolment is against a contract and limited to a specific 'Student Type' on {FSAC-10}.
  • When the System Operational Definition 'ST / RE' on {SMNT-12} is set to 'Y', the student type field will be validated against {SACADO-14}. If no record exists for the year, subject, offering type and 'Student Type', the combination of offering type and 'Student Type' must exist on {GCS-5} Tab Offering Type / Student Type. If a record exists for the year and subject, only offering type / student type combinations that exist can be used.
Example:
  • For subject ‘100ENTS’ and year 2019 no offering type / 'Student Type' combinations are defined in {SACADO-14}. This means that all valid combinations in {GCS-5b2} can be used to register the student as long as the offering type is valid for the subject / qualification combination on the curriculum on {SACADO-17}
  • For subject ‘100ENTS’, offering type ‘A1’ is linked to student types ‘T1’ AND 'T2'.  This means that the student can only register for either 'A1 / T1' or 'A1 / T2' even if the offering type 'A1' is linked to other student types on {GCS-5b2}.
QualificationValidate against qualification definition on {SACADO-1} and {SACADO-17}.
Class GroupThe 'Class Group' as defined on {SACADO-13} for the year, subject and offering type.
Students enrolments:
Student'Student Numbers', student names and surname as retrieved from the data on the 'Search' panel box.
QualificationThe 'qualification' of the student.  When a qualification was part of the selection on the 'Search Panel box' only students for that qualification will be displayed.  If a qualification was not part of the 'Search' then all the students for all the qualifications will be displayed.
Block CodeValid values include Block Codes as defined on the code structure {SCODE2-1}.
  • Do not allow the use of a 'Block Code' that is inactive for the academic year / qualification and subject if defined on {SACAD-25}.
  • Check if a 'Block Code' is defined for the academic year, subject and offering type on the academic structure {SACADO-12}.
  • The 'Block Code' must have census dates defined for the academic year on {GOPS-1}.
  • The 'Block's' default start and end date on {GOPS-1} must fall within the qualification start and end enrolment dates.
Offering Type1.  The program will validate against the qualification definition on {GCS-5}; and
2.  Against {SACADO-17} to see if the year, qualification, subject and offering type' combination is active.
3.  When the qualification offering type active indicator is set to 'P' on {SACADO-17}, validate if the student was previously enrolled for the qualification and / or subject.
4.  If the System Operational Definition 'PE / PR' on {SMNT-12} is set to 'Y', a previously cancelled qualification will be used as a valid enrolment and the student will be allowed to apply / enroll for the qualification.
5.  If the System Operational Definition is set to 'N' or NULL, the student record cannot be updated.
6.  The store code is updateable when:
  • the value of the store code is not NULL; and 
  • the value in 'Parameter1' on {USERS-1b3} is set as 'DO_GUIDES';  and
  • System Operation Definition 'AF / PM' {FCSM-1} equals 'Y'. Validate the 'Store Code' against the offering type on {GCS-5}. 
StoreValid values include 'Store Codes' and descriptions as defined on {FPMM-22}
Store is only available for update when the menu instruction parameter 1 is set to 'DO_GUIDES' on {USERS-1b3}.
Tuition LanguageValues available will be:
E - English
A - Alternative
Exam TypeValidate the 'Exam Type (attendance) against {SCODE2-2}.

1.  If the 'Exam Type' on the 'search panel box' does not leads to an enrolment type of 'B', and the exam year and month do not have any values, and the new enrolment type on the 'individual selection equals 'B' and no 'exam year and month' exists the following error message will be displayed when the Registration Officer has changed the 'Exam Type' that leads to an 'B' and commit the record:
  • Invalid - exam year after the end year of the qualification enrolment.
2.  If the 'Exam Type' on the control block does not leads to an enrolment type of 'B' and the enrolment type on the 'individual' selection equals 'B' the following message will be raised:
    • 'The full period mark, exam mark, final mark, result and exam granted may be cleared when 'Exam Type' changed from 'exam only' to 'both'.
    • If the selection is 'Y' the 'spc', 'full period mark', 'exam mark', 'final mark' and the 'result code' will be cleared.
3. If the 'Exam Type' on the control block does not leads to an enrolment type of 'B' and the enrolment type on the 'individual' selection equals 'A' and the registration officer change the new value to 'E' the following message will display if the 'spc' equals a 'N':
    • The student was previously not admitted to the exam and will now be admitted.
4. If the 'Examination Type' is changed to an exam only type, the student's class group will be cleared. If the 'Examination Type' is changed from an 'Exam Only Type' to a 'Normal Exam Type' the user must enter the 'class group' value as well.
5. If the 'Examination Type' is changed to an 'Exam Only Type':
  • The year mark is copied to the new exam / year / month combination.
  • A warning, 'The student was previously not admitted to the exam and will now be admitted', will be displayed.  The registration officer must acknowlege this warning if the exam type of the record from which the year mark is copied, is equal to 'N'.
  • If a previous mark is not found, the message 'No full period mark and decimal mark copied for this student' will be displayed.  
  • The exam admission is set to 'Y'.
6.  When the attendance type is changed to a type where the category is set as 'Both', a pop-up will appear and the user must indicate if the record/s must be updated as follows:
  • The year mark (integer mark as well as decimal mark) be set to NULL.
  • The exam admission field be set to NULL.
  • The mark and result of all paper marks be set to NULL.
  • The exam mark field (integer and decimal) be set to NULL. 
  • The final mark field (integer and decimal) be set to NULL, and
  • The result code field be set to NULL.
  • This must be done when both the 'bulk' and 'individual' modes of changing the records is used.
  • Populate the 'Exam Type Description from {SCODE2-2}
Exam Year1.  Give a warning message if an exam paper records exist but no exam marks have been captured for any student. Change of detail will be allowed.
2.  Give a fatal message if exam paper records exist and exam marks have been captured for at least one student. Change of detail will not be allowed
3.   When the user change the 'attendance type' from 'Exam Only / Both' to 'Attendance Only' the 'exam year' is not mandatory and will be cleared.
Exam Month1.  Give a warning message if exam paper records exist but no exam marks have been captured for any student. Change of detail will be allowed.
2.  Give a fatal message if exam paper records exist and exam marks have been captured for at least 1 student. Change of detail will not be allowed
3.  When the user change the 'attendance type' from 'Exam Only / Both' to 'Attendance Only' the 'exam month' is not mandatory and will be cleared.
Student TypeUpdate not allowed (disabled) when the respective qualification enrolment is against the contract, limited to a specific 'Student Type' on {FSAC-10}.

When the System Operational Definition 'ST / RE' on {SMNT-12} is set to 'Y', the student type field will be validated against {SACADO-15}. If no record exists for the Year, subject, offering type and student type, the combination of offering type and 'Student Type' must exist on {GCS-5} Tab Offering Type / Student Type. If a record exists for the year and subject, only offering type / student type combinations that exist can be used.

Example:
  • For subject ‘MATH101’ and year 2010 no offering type / student type combinations are defined in {SACADO-17}. This means that all valid combinations in {GCS-5b2} can be used to register the student as long as the offering type is valid for the subject / qualification combination in the curriculum on {SACADO-17}.
  • For subject ‘100ENTS’, offering type ‘A1’ is linked to student types ‘T1’ and ‘T2’. This means that the student can only register for either ‘A1’ /’ T1’ or ‘A1’ / ’T2’ even if the offering type ‘A1’ is linked to other student types in {GCS-5}.
Class GroupThe program will validate the 'Class group' against the subject's definition 'Class Group' as defined on {SACADO-13} for the 'cycle / subject and offering type' combination where the;
  • Group Type equals 'xxxx'.
  • Primary equals 'Y'.
  • Active equals 'Y'.
  • Allow the update of the class group after the selection of a 'new offering type'.
1.  When the selection on the search panel box for the 'offering type' equals 'ALL' and the 'Class Group' is NULL:
  • Display students for all 'offering type / class group' combinations.
2.  When the selection on the search panel box for the 'offering type' equals 'ALL' and the 'Class Group' do have a value:
  • Display all the 'offering type' combinations for the spesific 'Class Group'.
3.  When the selection on the search panel box for the 'offering type' equals a specific 'offering type' and the 'Class Group' is NULL:
  • Display only the selected 'Offering Type' with all the 'Class Groups'.
4.  When the selection on the control block is for a spesific 'offering type / Class Group':
  • Display only the 'offering type / Class Group' selection.  Populate the 'Class Group' description from {SACADO-13}.
Start DateValidate against year, block and start date on {GOPS-1}.
  • Start registration date must be before the end date.
  • Start registration date must fall between the start and end census dates.
End DateValidate against year, block and end date on {GOPS-1}.
  • End registration date must be after the start date.
  • End registration date must fall between the start and end census dates.




Processing
Rules
 

 
Panel Box 2
  • With bulk update, the individual records of the students are not displayed and the system will indicate that only one transaction was saved, regardless of the number of records, that were updated.
  • If the Examination Type is changed to an 'Exam Only Type', the student's Class Group will be cleared. If the Examination Type is changed from an Exam Only Type to a Normal Exam Type the user must enter the Class Group value as well.
  • If the Examination Type is changed to an 'Exam Only Type':
    • The year mark is copied to the new exam year / month combination.
    • A warning, "The student was previously not admitted to the exam and will now be admitted", will be displayed. The user must acknowledge this warning if the exam type of the record from which the year mark is copied, is equal to N.
    • If a previous mark is not found, the message "No full period mark and decimal mark copied for this student'' will be displayed.
    • The exam admission is set to = 'Y'.
    • This must be done when both the Bulk and Individual modes of changing the records is used.
       
  • When the attendance type is changed to a type where the category is Both (i.e. IICEXAT = 'B'), a pop-up will appear and the user must indicate if the record / s must be updated as follows:
    • The year mark (integer mark as well as decimal mark) must be set to NULL.
    • The exam admission field must be set to 'N' NULL.
    • The mark and result of all paper marks must be set to NULL.
    • The exam mark field (integer and decimal) must be set to NULL.
    • The final mark field (integer and decimal) must be set to NULL, and
    • The result code field must be set to NULL.
    • This must be done when both the Bulk and individual modes of changing the records is used.
  • When the exam year / month is changed:
    • Give a warning message if exam paper records exist but no exam marks have been captured for any student. Change of detail will be allowed.
    • Give a fatal message if exam paper records exist and exam marks have been captured for at least 1 student. Change of detail will not be allowed.

Error report for batch update of students data:

When one student cause a data error during the batch update, the student numbers will be written away to a temporary table, with an error message on the Error Report.  All other valid student numbers will be updated with the data sets provided in block one and block two.  

Examples of some of the error messages:
  • Updating Block Code:
    • Error message 'Student already registered for Block '0' Year 2011.
  • Updating Offering Type
    • Checks for previous enrollment with error message 'Student was not previously enrolled for this qualification and subject'. This is dependent on the previously enrolled indicator setting in {SACADO-17} Tab "Curriculum" where 'Active' = 'P'.
    • Class group invalid for subject / offering type combination.  Valid class group and offering type combination must exists in {SACADO-13} Tab "Groups and Lecturers".
  • Student's qualification block end date against subject end date
    • The qualification's block end date cannot be smaller than any subject's block end date.
  • Updating student type to invalid contract
    • If the new student type is not linked to the correct contract then message 'Student is linked to contract XX with student type X:  student type may not be changed'
  • Start / End Registration Dates:
    • The new start registration date is not between the qualification start and end registration date
    • The new end registration date is not between the qualification start and end registration date
An Example of the output from the error report:

Example of error report when errors encountered during bulk updates


If the selection is for the update of individual records, the user must indicate in respect of which field updates must be done. 
  • The start and end registration dates of the subject must always be within the start and end registration dates of the qualification. These dates can only be changed if it is indicated that the start and end registration dates are updateable on the subject definition on {SACADO-10}.
  • When the System Operational Definition 'ST' on {SMNT-12} is set to 'Y', the student type field will be validated against {SACADO-15} Tab Student Types. If no record exists for the Year, Subject, Offering Type and Student Type, the combination of Offering Type and Student Type must exist on {GCS-5} Tab Offering Type / Student Type. If a record exists for the year and subject, only offering type / student type combinations that exist can be used.
    • Example:
      • For subject ‘MATH101’ and year 2010 no offering type / student type combinations are defined in {SACADO-15}. This means that all valid combinations in {GCS-5} can be used to register the student as long as the offering type is valid for the subject / qualification combination in the curriculum in {SACADO-17}.
      • For subject ‘PHY101’, offering type ‘A1’ is linked to student types ‘T1’ and ‘T2’. This means that the student can only register for either ‘A1’ / ’T1’ or ‘A1’ / ’T2’ even if the offering type ‘A1’ is linked to other student types in {GCS-5}.







History of Changes

Date System Version By Whom Job Description
18 Jul 2007 v01.0.0.0 Amanda Nell t130137 New manual format.
17 Aug 2007 v01.0.0.0 Melanie Zeelie t130137 Add info done on exam type change t131465.
27 May 2008 v01.0.0.1 Melanie Zeelie t150022 Add info regarding change on exam type. t132528.
10 Jul 2008 v01.0.0.1 Melanie Zeelie t143561 Move processing rules.
10 Jul 2008 v01.0.0.2 Bea Swart t143561 Add more processing rules
25-Aug-2009 v01.0.0.3 Charlene van der Schyff t161299 Edit language obtained from proof read language Juliet Gillies.
25-Nov-2009 v02.0.0.0 Christel van Staden t160547 Add start and end registration dates
30-Jun-2010 v02.0.0.1 Christel van Staden t160874 Add student type
20-Apr-2011 v03.0.0.0 Magda van der Westhuizen t189533
Add batch error report - updating of students data. (178548)
06-Mar-2013 v03.0.0.0 Magda van der Westhuizen t178549 Insert rules regarding credits.
07-May-2014
v03.0.0.1 Phlip Pretorius
f199057
Corrected some errors in "Error report for batch update of students data:" and added image of error report.
22-Aug-2016
v03.0.0.2
Alucia Sabela
f215816
Add info to processing rules about what happens when exam year / month is changed.
15-Sep-2016v04.0.0.0Magda van der Westhuizent216467Change the dimension of the images to display properly.
10-Jun-2019v04.1.0.0Magda van der Westhuizent226074Update the manual according to the changes from INT3.0 to INT4.1 conversion.
29-Jun-2019
v04.1.0.1
Frans Pelser
t237245
Correct reference to SACAD-25
16-Oct-2019v04.1.0.1Magda van der Westhuizent237245Add new images of the 'forms' program available on the click of the 'Edit Form' button and add 'Student Number' on the Individual selection.
09-Mar-2020v04.1.0.2Magda van der Westhuizent242217Insert new image
03-Sep-2020v04.1.0.3Magda van der Westhuizent245640Insert new images and rules regarding the new 'Saved Search' field on the search panel box.