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  • Request Effective and Charge Cutoff dates for term being configured from Pilman, Michael J <mpilman1@tulane.edu> & Passey, Tess <tpassey@tulane.edu>

  • Review and update SOATERM settings as necessary

    • SOATERM settings can be found in Term Config Bible - Chapter 1 - Ongoing Registration Activities & Processes.pdf, section 1.2.

    • Frequently the settings should just match previous term settings, but sometimes there are Banner or process changes that need to be reflected.

    • Effective and Charge Cutoff dates obtained from Tess Passey and Mike Pilman will be entered here.

    • Mike Pilman will reach out at a later time to change fee assessment settings. 

      • Initially make sure they are set to “Batch Only”.

    • Midterm and Final Grades will be manually turned on and off by Registrar’s Office as directed. 

      • Initially make sure they are set to N.

    • Web Reg Dates:

      • Start Date can be a generic date, but it needs to be before first registration event (Honors Weekend in the spring).  Generally, use 2/15 for spring registration periods, 10/15 for fall.

      • End Date must be the latest DC or WW date recorded in the completed POT template.

    • Colette can create new POTs in STVTERM if needed