Summary
To evaluate student balances and determine the appropriate student term status:
• R = Registered – signifies that a student has met the minimum payment requirements
• P = Preregistered – signifies that a student has NOT met the minimum payment requirements or that the student has not been evaluated yet
This process will then execute a refresh of the data which can then be viewed via the SQL report named Semester Payment Status.
Body
Prerequisites
- To run the process, the user must have Colleague Mnemonic XPRRUavailable through the ST – Student System.
- To view the data, the user will need to have access to the Institutional Research folder in SQL Reports.
- Navigate to Colleague.
- Enter Portal username and password and click Sign In.
- At the top of the screen, choose Navigation > Application > ST.
- At the upper-left corner of the screen, in the Form Search field, type XPRRU and then click Search.
- Enter the parameters to be used for calculating balances:
- Term to process – Type the year and term (current format YYYYTT- prior to Spring 2021, format was YY/TT).
- Move Students from Pre-Registered to Registered Status –Type Yes or No. Yes indicates the student status will be updated from P to R.
- Deregister Students –Type Yes or No. Yes indicates the student is able to deregister from their courses, status will be changed from P to X and the student will be rebilled.
- Percentage to calculate payment – Type the percentage. This represents the minimum payment requirement (percent that is due).
- At the top of the screen, click Save All.
- The Execute in Background mode? field should be set to N.
- Click Save All again.
- Once the process is complete, click Finish.
To view report
- Navigate to SQL Reports.
- Click on the Institutional Research folder.
- Click on the Semester Payment Status report.
- Select the term from the drop-down menu.
- Select the student types from the drop-down menu.
- At the upper-right corner of the screen, click View Report.
For additional support, contact the Technology Service Desk at 940-898-3971, servicedesk@twu.edu, techchat.twu.edu, or submit a request through the Technology Service Catalog.