Colleague-Using XCDR to Add Student Restrictions

Summary

Use the Assign/Change/Delete Restrictions (XCDR) process to add restrictions on a group of individuals’ records.

Body

Prerequisites

  • Staff member must have Colleague Mnemonic XCDR available through the ST – Student System.
  • Staff member's Staff and Volunteer (SVM) record must include the appropriate office code to assign/change/delete a restriction.
  1. Navigate to Colleague.
  2. Enter Portal username and password and click Sign In.
  3. At the top of the screen, choose Navigation > Application > ST.
  4. At the upper-left corner of the screen, in the Form Search field, type XCDR and then click Search.
  5. Select action A Add from the drop-down menu.
  6. Enter the restriction information.
    • Restrictions – Type the restriction. If unsure of which restriction to assign, type the ellipses […] to do a Restriction LookUp. Access to restrictions are only available by office code(s).
    • Severity – Type the severity. If left blank, the severity level will be blank on PERC allowing students to register.
    • Start Date – Click the icon to enter the date the restriction will start.
    • Comments – Type any comments. This field is optional and can be left blank. This comment will appear on the student's record on PERC.
  7. Enter the group of individuals to assign this restriction. A Saved List Name or individual students may be entered. The individual students' IDs can be entered by using the Person LookUp, manually entered, or a copy-and-paste method.
  8. At the top of the screen, click Save All.
  9. A dialog box will appear, click Update.
  10. Click Save All again.
  11. Another dialog box will appear, click Update.
  12. Once the process is complete, click Finish.

For additional support, contact the Technology Service Desk at 940-898-3971servicedesk@twu.edu, techchat.twu.edu, or submit a request through the Technology Service Catalog.

Note

  • To use the copy-and-paste method, copy the group of IDs from any source, including Microsoft Excel. Then, paste a group of individuals' IDs or SSNs into the Students box then click the icon next to it. Right-click and select Paste to paste the IDs or SSNs into the text box in a vertical row (the maximum number of students for this field is 200).

Details

Details

Article ID: 26786
Created
Thu 3/9/17 3:08 PM
Modified
Wed 8/9/23 10:53 AM

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Colleague is the software package that houses the University’s information in areas that include processing of student applications and registration, scheduling of classes, assisting in financial aid processing, processing of payment of tuition and fees, reporting grades and transcripts, and more.