SIS Saving Events

• Person

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Student Master form.

Example: A workflow assigns an email address to a student. When the Status field is changed from New Lead to Interviewed, the student's primary email address is moved to the Other email field and the primary email field is populated with a new email address that is created using the first three letters of FirstName and the first five letters of LastName followed by @myschool.edu.

• Person

Cmc.Nexus.Sis.Academics

• StudentEnrollment Periods

This event enables you to create workflow activities that are triggered when the Next button is clicked on any step (page) of the Student Enrollment wizard and when the Finish button is clicked. You can create workflows that are triggered at specific points in the enrollment process.

Example: A workflow checks the student's address when an attempt is made to enroll the student in a program that is not approved in the state where the student lives. The workflow prevents the enrollment if the student's address is not in a state where the program is approved.

• StudentAcademicYear

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Academic Year form.

• StudentAward
• StudentAwardLoan
• StudentAwardSummary

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Loan form.

Example: Your institution requires students to complete an online course on financial responsibility if they request loans of more than $2,500 per academic year. You create a workflow that checks the gross loan amount and alerts the user when the amount is greater than $2,500 for an academic year so that the loan is not packaged prior to the completion of the online course.

• StudentAward
• StudentAwardSummary

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form.

Example: Your institution requires approvers to add comments when they approve a grant / scholarship for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'. See workflow example Check Approved Grants for Comments.

• StudentAward
• StudentAwardSummary

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form with Source selection of 'Pell'.

Example: Your institution requires approvers to add comments when they approve a Pell grant for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'.

• StudentPaymentPlan

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Cash Payment/Other form.

Example: Your institution requires multiple payments if the cash amounts is above $800. You create a workflow that validates the number of payments when the form is saved with a cash amount above $800.

• AccountChargeTransaction

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Post Charges form.

Example: The Academic Year, Term, and Payment Period fields are not required fields on the Post Charges form in Anthology Student, but your institution requires these fields to be populated when charges are posted.

You create a validation workflow that checks whether the user specified the Academic Year, Term, and Payment Period. If these fields are not populated, an error message is displayed and the user cannot save the transaction or adjustment.

See Context Property for hints about how to determine the type of event (PostCharge or AdjustCharge).

• ClassSection

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Class Schedule form.

Proper course section configuration is important for the SIS to function properly. Decisions made on this form such as attendance type, delivery method, and shift can have a ripple affect in the SIS application if they are not set properly. Outside of the required fields, workflows can ensure that courses are configured properly.

Examples:

• A workflow checks that the section number starts with the current year of the start date, e.g., 2015SPRING-01, or checks if the section number already exists, otherwise an information message is displayed.

• A workflow checks that enrollment status credits do not exceed course credits, otherwise an error message is displayed.

• A workflow checks that courses with a delivery type of 'Online' have the code '-O' at the end of the section number, otherwise an error message is displayed.

• A workflow checks that courses are only scheduled to start on a Tuesday, otherwise a warning message is displayed.

• AccountChargeTransaction

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Transaction Adjustment form. Workflow activities can help to ensure the posting of accurate charges and adjustments on student accounts. Workflows compensate for the fact that the data dictionary in Anthology Student does not always allow administrators to set required fields or validate the data of required fields before saving a form.

Example: The Academic Year and Term are not required fields on the Transaction Adjustment form in Anthology Student, but your institution requires these fields to be populated when charges are posted.

You create a validation workflow that checks whether the user specified the Academic Year and Term. If these fields are not populated, an error message is displayed, and the user cannot save the transaction adjustment.

See Context Property for hints about how to determine the type of event (PostCharge or AdjustCharge).

• Course

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Courses Code Setup form.

Example:

A workflow checks if the PublishCode matches the Course Code. When the codes don't match, a custom validation message similar to the following appears in Anthology Student: INFORMATION: The PublishCode does NOT match the Course Code - Students will only see the PublishCode on their transcripts.

• PersonAddress

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Address form. The Entity is the PersonAddress.

Example:

A workflow provides custom validation messages on the fields of the Address form, e.g., Address Type, Title, Last Name, First Name, Seasonal Dates, Effective Dates, so that Contact Manager activities always use correct address information.

• StudentAthleticDetail

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Athletics form.

Note: The Context property for this event is "StudentAthleticDetail Saving Com". For more information, see Context Property.

• StudentDisabilityDetail

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Disability Service form.

Note: The Context property for this event is "StudentDisabilityDetail Saving Com". For more information, see Context Property.

• StudentVeteranDetail

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Veteran Information form.

Note: The Context property for this event is "StudentVeteranDetail Saving Com". For more information, see Context Property.

• Person

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Student Master form.

Example:

A workflow assigns an email address to a student. When the Status field is changed from New Lead to Interviewed, the student's primary email address is moved to the Other email field and the primary email field is populated with a new email address that is created using the first three letters of FirstName and the first five letters of LastName followed by @myschool.edu.

• Person

• StudentEnrollmentPeriods

• StudentEnrollmentPeriods

This event enables you to create workflow activities that are triggered when the Next button is clicked on any step (page) of the Student Enrollment wizard and when the Finish button is clicked. You can create workflows that are triggered at specific points in the enrollment process.

Example: A workflow checks the student's address when an attempt is made to enroll the student in a program that is not approved in the state where the student lives. The workflow prevents the enrollment if the student's address is not in a state where the program is approved.

• StudentAcademicYear

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Academic Year form.

• StudentAward
• StudentAwardLoan
• StudentAwardSummary

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Loan form.

Example: Your institution requires students to complete an online course on financial responsibility if they request loans of more than $2,500 per academic year. You create a workflow that checks the gross loan amount and alerts the user when the amount is greater than $2,500 for an academic year so that the loan is not packaged prior to the completion of the online course.

• StudentAward
• StudentAwardSummary

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form.

Example: Your institution requires approvers to add comments when they approve a grant / scholarship for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'. See workflow example Check Approved Grants for Comments.

• StudentAward
• StudentAwardSummary

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form with Source selection of 'Pell'.

Example: Your institution requires approvers to add comments when they approve a Pell grant for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'.

• StudentPaymentPlan