Build and configure SOATERM
Check settings, enter parts of term, and enter significant dates in SOATERM. This part of the Term Config process must be completed before the Class Scheduling team performs their course roll for the upcoming term.
Review and update SOATERM settings
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 these settings.
Registration tab
Per Mike Pilman, set Effective Dates will be as follows. If there are exceptions, Mike will notify the Registrar’s Office.
Fall - July 1, XXXX
Spring - December 1, XXXX (the December preceding the configured spring term)
Summer - April 1, XXXX
Per Tess Passey, set charge cutoff dates as follows
Fall and Spring - the last day to add/100% refund date for POT 1
Summer - August 1, XXXX
Set Registration Fee Assessment - On-line assessment to “N” (not checked)
Set Self-Service Fee Assessment to “Batch Only”
Mike Pilman will reach out at a later time to change the fee assessment settings.
Part of Term And Web Registration Controls tab
Use the complete and accurate POT master spreadsheet to build the Part of Term And Web Registration Controls tab of SOATERM for the configured term(s).
Census date should be entered as follows:
Fall terms = 10/1/YYYY
Fall census is called on/around October 1st each year, and is the official census for the University for that academic year. This date will be updated for POT 1 when census is called.Spring terms = 2/1/YYYY
Spring census is called on/around February 1st each year. This date will be updated for POT 1 when census is called.Summer terms = 7/1/YYYY
There is no official census date for summer. July 1 is used as an unofficial summer enrollment date for reporting purposes.
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.
Set Section Override and Faculty Web Wait List to Y.
It is rare that a new part of term is required, but if one is, it must be created in STVPTRM before configuring SOATERM.
Web Registration Dates:
The Start Date can be a generic date for any part of term, but it needs to occur before the first registration event for the term being configured. This will be Honors Weekend in the spring (for fall’s term configuration), and Spring Scholar registration in the fall (for spring’s term configuration). Typically 3/15 is entered for spring registration periods (fall term config), 10/15 for fall registration periods (spring and summer term config).
The Web Registration Start Date drives when time tickets are displayed on the Gibson Student tab, and when the term becomes visible in the Confirm Student Time Ticket tool drop down menu.
The Start Date for summer terms will match that spring’s Start Date.
The End Date must be the latest DC or WW (Withdrawal With Record) date of any POT in the completed POT Master file. (DC and WW dates will be the last dates a student can make any changes to their registration themselves via Class Schedule.)
DO NOT enter Web Reg dates for year-long (40) terms.
Update STVTERM
For fall and spring terms, set STVTERM start and end dates based on POT 1.
For summer terms, set STVTERM start date to the earliest start date of any POT, and set STVTERM end date to the latest end date of any POT.
Follow the standard pattern for year-long terms.
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