need summary
Request Effective and Charge Cutoff dates for term being configured from Mike Pilman (mpilman1@tulane.edu) and Tess Passey (tpassey@tulane.edu)
Once received, these dates will be entered on the SOATERM Registration tab, under Registration Fee Assessment.
Make sure that Self-Service Fee Assessment is set to “Batch Only” initially.
Mike Pilman will reach out at a later time to change the fee assessment settings.
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 match previous term settings, but sometimes there are Banner or business process changes that need to be reflected/enforced in the settings.
Midterm and Final Grades will be manually turned on and off by OUR staff as required.
Make sure they are all initially set to N.
Web Reg Dates:
The Start Date can be a generic date, but it needs to be before the first registration event for the term being configured. This will be Honors Weekend in the spring (for fall configured terms), and Spring Scholar registration in the fall (for spring configured terms). Typically 2/15 is entered for spring registration periods (fall terms), 10/1 for fall registration periods (spring and summer terms).
The Start Date for summer terms will match that spring’s Start Date.
The End Date must be the latest DC or WW date recorded in the completed POT master file. (Dc and WW dates will be the last dates a student can change their registration themselves via Class Schedule.)
It is rare that a new part of term is required, but if one is, it must be created in STVPTRM before configuring SOATERM.
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