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Index1. Security 2. Verify that Academic Standing codes are correct. 3. Run 3C Engine to select the population. 4. Run Communication Generation to produce the letters.

(skip step 4 if the letter content has been switched to email only for your campus)5. Run Communication Generation to produce the email. 6. Run a letter or email for one student 7. Review a letter or email for one student 8. Student and advisor self-service views

1. SecurityRole – SR Management or SR Student Services3C Group Security = SRGU

3C Group security contains the options to Inquire, Update, and Delete communications.

MOVEit URL https://sft.ndus.edu Click Folders, CSData, StudentRecords, commgen, inst-code Example: Folders/CSData/StudentRecords/commgen/BSC01

2. Verify that Academic Standing Codes are Correcta) Run the Academic Standing process at:

Navigator> Records & Enrollment>Term Processing>End of Term Processing>Acad Standing/Honors & AwardsTile Navigation: Student Records Tiles > End of Term Processing > Acad Standing/Honors & Awards

b) Verify that standing codes are correct by reviewing report at : Navigator>NDU Application>NDU Student Records>Report>NDU Academic Standing ReportTile Navigation: Tile Navigation: Student Records Tiles > End of Term Processing > NDU Academic Standing Report

c) Letters are produced based on the Academic Standing Action code located atNavigator>Records & Enrollment>Student Term Information>Term History, Academic Standing tab.Tile Navigation: Student Records Tile>Records & Enrollment>Term History>Academic Standing tab

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Academic Standing Communication GenerationCampus Solutions Training Guide

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Changes may be made manually to the Academic Standing Action code on the Academic Standing tab.

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3. Run 3C Engine to select populationNavigation: Navigator>Campus Community >Communication>Run 3C EngineTile Navigation: Student Records Tile < Communications > Run 3C Enginea) Create a Run Controlb) Check the Population Selection boxc) Enter Academic Institution, Administrative Function = STRM and Event ID =

SRACADSTNDd) Set Selection Tool = PS Querye) Select from two queries:

NDU_SR_0284_ACSTNDCAR for selection by career or NDU_SR_0284_ACSTNDCODE for selection by academic standing action code

f) Click the Edit Prompts link to enter query prompts the institution, term and career, standing action code, then click OK.

This extracts the data used by the letter and email.

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Step 3 continuedg) On the Manage Duplicate Assignment tab, uncheck the Check Duplicate

Communication boxh) Click Run button.

i) Check the box for 3C Engine as shown below.j) Click OK

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4. Run Communication Generation to produce the letter (skip step 4 if the letter content has been switched to email only for your campus)

Navigation: Campus Community>Communication>Communication GenerationTile Navigations: Student Records Tile > Communications > Communication Generation

Selection Parameters taba) Create a Run Control for the letterb) Set ID Selection = All Person Idsc) Set letter code to the code assigned for your institutiond) Set Communication Method = Letter

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Letter CodesBSC = BPBDSU = DPBMASU = YPBMISU = MPBNDSCS =

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Step 4 continued

Process Parameters tab for first run in a terma) Select the Address type b) For Address Name, Salutation, Extra Name, choose Primary Full.c) For Communication Date range, set the date to the date the 3C Engine was run (step 3 date) for both from & to.d) On the first run, check the Online Preview box to preview 10 letters that are sent to your Report Manager.e) Click Save, Click Runf) When the job has completed, go to Report Manager to view the 10 sample letters.

If there is anything wrong with the letters, submit a ticket to make the needed corrections.g) Continue running this step until the letters are correct.h) Proceed to the next step when the letters are correct.

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Step 4 continued

Process Parameters tab when letters are running correctly –

- this step produces the letters and they become available in Student Communicationsa) Uncheck the Online Preview boxb) Check the Send to File boxc) Enter the MOVEit file path for your institution.

\\ndusftshare.ad.ndus.edu\CSData\StudentRecords\commgen\instcodeExample: \\ndusftshare.ad.ndus.edu\CSData\StudentRecords\commgen\BSC01

e) Click Save, Click Runf) When the job completes, the letter file is available in MOVEit.g) Sign into MOVEit at https://sft.ndus.edu and retrieve the .pdf file.

Save the file in a file location on your computer or at your campus.

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5. Run Communication Generation to produce the email Navigation: Campus Community>Communication>Communication GenerationTile Navigations: Student Records Tile > Communications > Communication Generation

Selection Parameters taba) Create a Run Control for the emailb) Set ID Selection = All Person Idsc) Set letter code to the code assigned for your institutiond) Set Communication Method = Email

Email content used by all campusesa) Name_Display = student nameb) Common_ID = EmplIDc) Date = current dated) DESCR = term description like 2015 Spring

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Email Letter CodeBSC = BPCDSU = DPCMASU = YPCMISU = MPCNDSCS = SPCNDSU = NPCWSC = WPC

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Step 5 continued

Email Parameters tab (3rd tab)a) Set From = the email address of the office sending the emailb) Set Subject = Academic Standing Informationc) Set Reply to = an email address to receive replies or may be left blankd) Set Sender = an email address to appear as Sender or may be left blanke) Set Bounce to = an email address to receive undeliverable emails or may be left blank

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Step 5 continued

Process Parameters tab for first email run in a terma) Select the Address type = Email Campus Only b) For Address Name, Salutation, Extra Name, choose Primary Full.c) For Communication Date range, set the date to the date the 3C Engine was run (step 3 date) for both from & to.d) On the first run, check the Online Preview box to preview emails sent to your email

address. A maximum of 10 emails are produced for preview. e) Click Save, Click Runf) When job completes review the emails in your email.

If there is anything wrong with the emails, submit a ticket to make the needed corrections.g) Continue running this step until the emails are correct.h) Proceed to the next step

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Step 5 continued

Process Parameters tab when emails are running correctly –

- this step produces the emails and they become available in Student Communicationsa) Uncheck the Online Preview boxb) Click Save, Click Runc) When the job completes, the emails have been sent.

Batch Process is complete. Yaaaaaaay

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6. Run an email for 1 student.Navigation: Campus Community>Communications>Person Communications>Communication Management, Add a New Value and enter the emplID for the student

Tile Navigation: Student Records Tile > Communications > Communication Management > Add a New Value for student

a. Enter Function = STRM,b. Institutionc. Comm Key = SRACSTDE (for this Comm Key to be available in the dropdown it must be entered at Setup

SACR>User Defaults on the Communication Speed Keys page)d. Category = SRCOMMe. Context = SRACSTf. Method = Eg. Letter Code for your institution

h. Click the Variable Data button.i. Enter the variable data Career and Term.

j. Click Savek. Go to Navigator>Campus Community>Communications>Communication Generation

Enter ID Selection = One Person ID and Person ID = emplID for student.Go to step 5 and follow the instructions for the remailer of the run control.

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7. Review a letter or email for a studentNavigation: Navigator>Records & Enrollment>3 C’s Summaries>Communication SummaryTile Navigation: Campus Community Tile > 3C’s > Communication Summary

a) Enter EmplIDb) Click Searchc) On next screen, Click Search button.d) On next screen, Click the View link.

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Enter Selection Criteria and click the Search button

Click the ‘View’ link to view the comm details

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This page shows all the information about the communication.

Click the View Generated Communication link to view the communicati

Step 7 continued

Delete a communication

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Click the View button to view the communication

8. Student and Advisor self-service viewa) After the communications are produced, the student will see an indication on the

‘Tasks’ tile on the Student Homepage

b) The student will see an indication ‘ Unread Communications on the To Do List Screen. They can click the ‘Go to Communications’ button or the ‘Communications’ menu item on the left side menu.

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