Self-Service Transfer Articulation€¦ · Self-Service Transfer Articulation provides transfer, transient, and prospective students with a tool to compare class equivalents between

Self-Service Transfer Articulation

Georgia Enhanced Banner Student and Financial Aid Systems User Documentation

Version 8.41

Information Technology Services

March 2015

This page left blank to facilitate front/back printing.

Self-Service Transfer Articulation Information Technology Services Georgia Enhancements 8.41 University System of Georgia

Georgia Enhancements 8.41 User Documentation Self-Service Transfer Articulation

Page iii March 2015

Table of Contents

Self-Service Transfer Articulation................................................................................ 1

Introduction ................................................................................................................... 1

Purpose ........................................................................................................................................... 1

Purpose and Scope of Document ................................................................................................ 1

Graphics .......................................................................................................................................... 1

References ...................................................................................................................................... 1

Support............................................................................................................................................ 2

Transfer Articulation Flow ............................................................................................ 3

Description ..................................................................................................................................... 3

Overview ......................................................................................................................................... 3

Implementing Self-Service Transfer Articulation ....................................................... 4

I. Administering WebTailor .............................................................................. 4

1. Log on to Banner Self-Service Secure Area .................................................................. 4

2. Select procedures to modify ............................................................................................ 4

3. Modify Associated Roles ................................................................................................... 5

4. Modify local procedures ................................................................................................... 7

5. Modify Information Text ................................................................................................... 9

6. Add Header Text (optional) ............................................................................................ 10

7. Add a Transfer Articulation Menu to a preexisting Menu ........................................... 12

8. Exit Web Tailor Administration Menu ........................................................................... 16

9. Controlling the Level and Term codes displayed from Banner ................................. 16

II. Executing Self-Service Transfer Articulation ........................................... 19

1. Log on to Banner Self-Service ....................................................................................... 19

2. Select Transfer Articulation ........................................................................................... 19

3. Select whether the institution is within the United States .......................................... 19

4. Select a state ................................................................................................................... 20

OR ..................................................................................................................................... 20

Select a country .............................................................................................................. 20

5. Select a school ................................................................................................................ 20

6. Select a report type and view Disclaimer ..................................................................... 20

7. View report ....................................................................................................................... 21

8. Exit .................................................................................................................................... 23

Appendix A: Document History ............................................................................... A-1

Appendix B: Process Flow ....................................................................................... B-1



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Page 1 March 2015

Self-Service Transfer Articulation

Introduction

Purpose Self-Service Transfer Articulation provides transfer, transient, and

prospective students with a tool to compare class equivalents and details

between institutions through Self-Service Banner. After an institution’s

WebTailor Administrator completes a few modifications, students will be

able to access this new feature.

Self-Service Transfer Articulation is designed to be placed inside the

secure area of Banner Self-Service and/or outside in the Main, Non-

Secured Menu. ITS advises testing both areas.

Purpose and Scope of Document

This document explains how to use the Georgia Enhanced Self-Service

Transfer Articulation process.

This chapter includes the following topics:

Self-Service Transfer Articulation Flow

Implementing Self-Service Transfer Articulation

Executing Self-Service Transfer Articulation

Graphics Graphic cues used in this document assist with labeling of steps and

items that are particularly important.

Steps for recovery or support.

For additional information, see references.

Exercise caution.

Warning: an error here is critical.

References

For information about the baseline product, see the Ellucian Banner

Accounts Receivable, Financial Aid, and Student User Guides.



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Support

MORE INFORMATION and SUPPORT: For an URGENT BUSINESS

IMPACT issue, contact the ITS Helpdesk immediately at 706-583-2001

or 1-888-875-3697 (toll free within Georgia). For a NON-URGENT

issue, contact the ITS Helpdesk via (1) the Self-Service Support website

at http://www.usg.edu/customer_services (User ID and password

required. Contact ITS Helpdesk to obtain login credentials.) or (2)

Email [email protected]. For ITS product and service status updates,

go to: http://status.usg.edu/. Additional information is available at the

ITS Service Level Guidelines and Maintenance Schedule:

http://www.usg.edu/customer_services/service_level_guidelines/.



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Transfer Articulation Flow

Description

Self-Service Transfer Articulation provides transfer, transient, and prospective

students with a tool to compare class equivalents between institutions through

Self-Service Banner. The class equivalent reports are pulled into Self-Service

from the Transfer Course Articulation form (SHATATR).

The software requires set up within the Banner application and through

WebTailor Administration. This document provides the information and

instructions for implementing Self-Service Transfer Articulation.

Overview

I. Administering WebTailor

1. Log on to Banner Self-Service Secure Area

2. Select procedures to modify

3. Modify Associated Roles

4. Modify local procedures

5. Modify Information Text

6. Add Header Text (optional)

7. Add a Transfer Articulation Menu to a preexisting Menu

8. Exit Web Tailor Administration Menu

9. Controlling the Level and Term codes displayed from Banner

10. Controlling the States displayed from Banner

II. Executing Self-Service Transfer Articulation (Student Instructions)

1. Log on to Banner Self-Service

2. Select Transfer Articulation from the main menu

3. Select state

4. Select school

5. Select report type and view Disclaimer

6. View report

7. Exit Banner Self-Service



Page 4 March 2015

Implementing Self-Service Transfer Articulation

I. Administering WebTailor

1. Log on to Banner Self-Service Secure Area

Select ENTER SECURE AREA from the Banner Self-Service menu.

Enter the User ID and PIN for the institutional WebTailor Administrator

and click the LOGIN button.

Select NEW WEBTAILOR ADMINISTRATION from the MAIN MENU.

2. Select procedures to modify

Select WEB MENUS AND PROCEDURES from the WEBTAILOR MENU.



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The following procedures are part of the Self-Service Transfer

Articulation package:

zwsktrna.P_find_location (Choose US or foreign transfer)

zwsktrna.P_find_country (Choose Country)

zwsktrna.P_find_state (Choose state)

zwsktrna.P_find_school (Choose school)

zwsktrna.P_find_subj_levl (Choose Subject, Level, and Term)

zwsktrna.P_find_subj_levl_classes (Display class comparisons

for specific subject)

The user will modify all of the procedures above and can work directly

with it while executing Self-Service Transfer Articulation. Select any

procedure from the CUSTOMIZE A WEB MENU OR PROCEDURE menu.

3. Modify Associated Roles

Modify the Associated Roles for each of the procedures listed in Step 2.

Caution

Check appropriate Associated Roles. ITS recommends that all Web

users are given access to these procedures.



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Click the SUBMIT CHANGES button to save the changes. A message should

appear in the CUSTOMIZE A WEB MENU OR PROCEDURE window indicating

changes have been successfully saved.

If the local Associated Roles are not available for a procedure, select COPY

BASELINE TO LOCAL.

Warning

Repeat this step to modify Associated Roles for each procedure.



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4. Modify local procedures

Modify informational text for the following local procedures:

zwsktrna.P_find_location

zwsktrna.P_find_country

zwsktrna.P_find_state

zwsktrna.P_find_school

zwsktrna.P_find_subj_levl

zwsktrna.P_find_subj_levl_classes

Select one of these six procedures from the CUSTOMIZE WEB MENU OR

PROCEDURE menu.



Page 8 March 2015

Select CUSTOMIZE INFORMATION TEXT.



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If two labels will display: one represents Baseline and the other

represents the Local menu created with this release. Click the DEFAULT

Local hyperlink to insert your institution’s name.

Note: If the local menu is not available, select the COPY BASELINE

ENTRIES TO LOCAL to generate a second, local label.

5. Modify Information Text

Enter institution-specific information in the INFORMATION TEXT BOX. In

the Information Text box for zwsktrna.P_find_state, replace {your

school name here} with your institution’s name.


appear in the REORDER OR CUSTOMIZE INFORMATION TEXT window

indicating changes have been successfully saved.



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Warning

Repeat steps 4 and 5 for the remaining text in all of the procedures listed

at the beginning of step 4.

Other references to the home institution’s name and abbreviation appear

on the Student display side of Self-Service Transfer Articulation.

6. Add Header Text (optional)

Users may choose to modify the Header Text for the following

procedures:

zwsktrna.P_find_location

zwsktrna.P_find_country

zwsktrna.P_find_state

zwsktrna.P_find_school

zwsktrna.P_find_subj_levl

zwsktrna.P_find_subj_levl_classes

Select one of these procedures from the CUSTOMIZE WEB MENU OR

PROCEDURE menu.



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Enter institution-specific information in the Header Text field.


appear in the CUSTOMIZE A WEB MENU OR PROCEDURE window indicating

changes have been successfully saved.



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Repeat step 6 for each procedure to which you wish to add Header Text.

7. Add a Transfer Articulation Menu to a preexisting Menu

Select a menu option such as HOMEPAGE or BMENU.P_MAINMNU in the

CUSTOMIZE A WEB MENU OR PROCEDURE window. This is where the new

Transfer Articulation link will be added.



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Select the CUSTOMIZE MENU Items button.

Select ADD NEW MENU Item



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Enter ‘zwsktrna.P_find_location’ as the URL. The Link Text, Link

Description, and Status Bar Text can be filled out with whatever suits

your institution. Please make sure the Enabled box is checked.



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Click the SUBMIT CHANGES button to save the changes.

Warning

If you are placing the Transfer Articulation Menu outside of the secure

area of Self-Service Banner, please make sure that all of the procedures

are marked as NON SECURED ACCESS ALLOWED and are available to ALL WEB

USERS.



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8. Exit Web Tailor Administration Menu

Exit the WEB TAILOR ADMINISTRATION MENU to return to the MAIN MENU.

9. Controlling the Level and Term codes displayed from Banner

Enter Banner and navigate to the Crosswalk Validation (GTVSDAX)

form. Search for records with “REGISTRAR_SSB_TA” in the group

code.



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Verify that the following records are created and update the EXTERNAL

CODE according to the values that are used by your campus.

Self-Service Transfer Articulation will display up to two levels based on

the following GTVSDAX entries.

Level Validation:

Internal Code: Undergraduate

Internal Group Code: REGISTRAR_SSB_TA

External Group Code: <Update with your Undergraduate value> (i.e US)

Description: LEVEL

Internal Code: Graduate


External Group Code: <Update with your Graduate value> (i.e GS)

Description: LEVEL

Self-Service Transfer Articulation will display a term range up to the most current using the following GTVSDAX rules to define the range. Transfer Articulation will display a range of the EARLIEST to the most current term, using the term type to filter results. If an OLDER_TERM is given, this will also display.

Terms:

Internal Code: EARLIEST




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External Group Code: <Update with your earliest term code to display> (i.e 199808)

Description: Earliest Term

Internal Code: OLDER_TERM


External Group Code: <Update with your previous term code prior to earliest if needed> (i.e 201205)

Description: Prior Term(s)

Internal Code: TERMTYPE


External Group Code: <Update with (A)ll, (S)pecified, (O) Prior to display All, terms since Earliest, or Older term respectively. > (i.e 201205)

Description: (A)ll, (S)pecified, (O) Prior

10. Controlling the States displayed from Banner

Enter Banner and navigate to the Web Display List Customization

(SOAWDSP) form.

Enter STVSTAT in the Validation Table Name field and next block into

the form. All codes from the State/Provence Code Validation

(STVSTAT) form will display on the list at the left. Any code displayed

on the right will also be allowed to display on the web. Using the arrows

in the middle you can choose to move all codes to the right, one code to

the right, remove one code from the right, or remove all codes from the

right.



Page 19 March 2015

II. Executing Self-Service Transfer Articulation

1. Log on to Banner Self-Service

OR

Select ENTER SECURE AREA from the Banner Self-Service menu.

Enter the User ID and PIN for a test student and click the LOGIN button.

Select Transfer Articulation from the Banner Self-Service menu to

enter through the non-secure area of Self-Service.

2. Select Transfer Articulation

Select TRANSFER ARTICULATION from the MAIN MENU.

3. Select whether the institution is within the United States

Select YES or NO based on if the transferring institution is in the United

States of America or not.



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4. Select a state

OR

Select a country

Select the transferring institution’s state from the drop-down menu and

click GET STATE. States are only available if an institution from this state

has an entry on the Transfer Course Articulation form (SHATATR).

Select the transferring institution’s country from the drop-down menu and

click GET COUNTRY. Countries are only available if an institution from this

Country has an entry on the Transfer Course Articulation form

(SHATATR).

5. Select a school Select a school from the drop-down menu and click GET SCHOOL.

Institutions are only available if the institution has an entry on SHATATR.

6. Select a report type and view Disclaimer

Select the Subject(s), Level(s) and Term for which you would like to see

transferable courses. A range of Subjects or Levels can be selected by

holding down the Shift key and selecting the first and then last options

using the mouse. Multiple Subjects or Levels can be selected by holding

down the Control Key and selecting as many options as you would like.

After the selection is made, click the GET COURSES button.



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7. View report

The transfer articulation report displays all classes entered on

SHATATR that fall within the specified Subjects, Levels, and Terms for

that institution.



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This report list the Class, Title, Level, Minimum Grade, and Effective

Terms for the transferring course as well as the Class, Title, and Credit

Hours, and Minimum Grade for the equivalency at the selected

institution. All information is pulled directly from SHATATR. As

noted in the Disclaimer, Credit Hours are the maximum possible credits.

Warning

The reports are only as accurate as the information on SHATATR. Each

report lists courses with an “Active” code in the Status field. If multiple

active entries for the same transferring course exist, only the course with

the most current code in the Effective Term field of SHATATR will

display. Grouped course equivalents appear with parenthetical logic



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only if left and right parentheses are entered in the Equivalent Course

block on SHATATR.

It is extremely important to edit entries in SHATATR to avoid

displaying misspelled words, incorrect titles, or incorrect equivalencies.

8. Exit Exit Banner Self-Service.



Page A-1 March 2015

Appendix A: Document History

This section details the history of the document and updates made for each modification.

Release and Date Form/Process Page Update Description

Georgia Enhancements 7.9.1,

November 1, 2007

NA All Original

Georgia Enhancements 8.0,

March 31, 2010

NA ALL Updated screenshots for 8.0


June 27, 2014

NA ALL Updated screenshots and functionality for

Georgia Enhancements 8.35


March 31, 2015

NA 9 Updated screenshot for Georgia

Enhancements 8.41



Page B-1 March 2015

Appendix B: Process Flow

Access Banner

Self-Service as

WebTailor

Administrator

Modify roles,

procedures,

and

information

text

Add Transfer

Articulation to

preexisting

menus

Exit Banner

Self-Service as

WebTailor

Access

Transfer

Articulation as

a Student

Select

Transfer

Articulation

from the menu

Select country,

state, school,

subject, level

and term.

View Transfer

Articulation

evaluation

Exit Banner

Self-Service

Banner Self-Service Transfer Articulation

Documents

Self-Service Transfer Articulation€¦ · Self-Service Transfer Articulation provides transfer, transient, and prospective students with a tool to compare class equivalents between