ELI Work Session Notes (QA Test Steps)
- Alex Manzione (Unlicensed)
ELI Activity Steps
Zions (Community) Activity Steps (2/16/2023)
Course Set Up Activities:
Create course
Create section
Select section within course
Select courses from nav bar and select fees for course section
Select tuition profile box and the + button, then hit save to add fee to the class section. Done for every section of a particular class.
To initiate flat flee for a course select flat fee box. Name as preferred and select ELI under Revenue GL account. More GL accounts can be added for additional fees.
Flat fee or tuition profile must be checked. Having both checked causes issues.
Application Activities:
Create application:
Student completes Zion’s ELI application on website.
Placement tests sent to student via email
Student requires destiny one account to fill out application.
Create application in destiny one by selecting the application manager in the nav bar
Set parameters as specified and add description.
Connect to questionnaire by selecting the box and the appropriate field.
Click save once parameters are set.
Associate created application with course.
Create Questionnaire:
Select application manager
Select create questionnaire
Creation sections for the questionnaire.
Create questionnaire profile
Add pages, sections and fields as specified for each question. Text box for field type.
Mark questions mandatory.
Create Page fields based on specified criteria
Fields are added to the bottom of the page. These can be re-ordered for the application.
Attach Fee to Application:
Add new section to a course that will use the application
Enter section information as specified.
Click application fee box and select specified fee from drop down list.
Check the show application link in public view box.
Click the save button.
2/21/2023
All courses must be in final approval in order to show up in the public view.
Scheduling:
Search for a course. Scheduling can be done through the schedule block in the course or in scheduling from the top nav bar.
Input meeting dates and times, location, type of meeting, etc. and save.
Final approval for a section must have a schedule and a fee in order to be placed in final approval.
Copy Sections:
Login to d1 staff view
Search for course and enter course profile.
Select copy to new section.
Use drop-down to select new term.
Select what options to be copied over and click save.
Instructor:
Attach Instructor to a course through the instructor contract.
Enrollment Restriction:
Login to d1 staff view
Select system administration
Select enrollment rules
Attach to specific fee and application requirements by clicking the appropriate boxes and selecting the option from the drop down menu.
Hit + button to add both.
Click save.
2/23/2023 - Non F1/J1
Application Activities: Refer to Zion’s list
Login to d1 public view student portal
Select my applications to finish application process
Complete application started
New application:
Login to d1 public view student portal
Select programs in top nav bar
Select course and click apply button
Navigate to student portal my applications to finish process.
Enter required fields.
Required fields could include questions, references, etc.
Click submit application.
If application has fee, go to cart.
Continue checkout process by entering required fields.
Click continue checkout and view receipt.
Receive confirmation email for checkout and application submission.
Create application:
Login to d1 staff view curriculum manager.
Select application manager from top nav bar
Enter all required fields including program office and costing units.
Set application dates
Select and attach required questionnaire.
Click save button.
Change student information:
Login to d1 staff view
Select enrollment manager from top nav bar.
Search for student and enter student profile.
Change student information as necessary.
Click save button.
Create Instructor:
Login to d1 staff view
Select curriculum manager from top nav bar.
Select instructors option and select create instructor.
Enter required fields for instructor creation.
Additional fields can be added as necessary.
Address and email required.
Click save button to create instructor.
2/27/2023 - ELI Community
After student fills out Zion’s application. They take test and based on results they are offered a place in the program.
In Community the only hold in the system is based on income tuition.
Students can be registered through the staff view to get around the payment option if they want to pay in person. Registering online requires immediate payment in the system.
Complete Application:
Find course in d1 public view, access it and select apply now.
Login to existing student account or create new one
Creating new account requires filling out student profile page and creating a password.
Creating a new profile will create a new unid in peoplesoft.
Navigate to my applications in student profile page
Start application process.
Fill out required fields of application and select submit button.
If application requires payment, checkout requires you to login to the system to confirm identity.
Use cart checkout procedure and fill out required fields and select submit button.
Pay in Person:
Login to d1 staff view
Go to enrollment manager in top nav bar
Search for a student or create a student
Fill out required profile fields or select student profile.
Select courses in top nav bar and search for course.
Click register button.
Proceed to checkout and select continue button.
Input method of in-person payment student prefers and select pay balance.
Select proceed button.
Navigate to authorized payment page and attach pdf receipt to send it to student.
Receipt can be printed in person as well.
2/28/2023
Edit Grade Type:
Login to d1 staff view.
Select curriculum manager and grading from top nav bar
Select edit grade type.
Define letter grades and pass/fail fields as required.
Drop a student from a course:
Login to d1 staff view
Select enrollment manager from nav bar
Search for specific student and enter student profile
Select courses from nav bar and view enrollments
Select enrolled option.
Select drop option and choose reason and enter applicable notes.
Select continue button.
Select checkout button.
Select continue button.
Enter refund information to student who was dropped.
Refund must be by check if student paid with cash.
Refund can be by card if student used card.
Select refund balance and click process button.
Select send email for receipt button.
Print receipt if necessary.
Student enrollment information should be updated immediately.
Create program:
Login to d1 staff view
Select curriculum manager
Select create new program and enter required fields.
Create new program offering and enter required fields according to department criteria.
Use department naming conventions
Staff view enrollments should encompass entire class period or more than public view.
Set up fee for the program in order to be able to get final approval.
Fees are set up on the program level, not the class level.
Add tuition fee by entering required fields based on department requirements.
Add fee to program.
Select final approval for program in program approval status.
Proficiency exams can be added to program offerings to limit what students can enter.
Required courses can be indicated for a program offering.
Find required course and click + button to add.
Enroll in and pay for a course:
Login to d1 public view and enter student portal
Search for and enter course portal.
Select add to cart and checkout options in the course portal.
Checkout can’t proceed if there are conflicting class schedules.
Login to d1 student view again to confirm identity.
Enter checkout required fields and select continue checkout.
View receipt in both email and student profile in account history.
Current courses can be seen in enrollment history in student profile.
3/2/2023 - NonF1/J1
Messages can be forwarded to specific users within the system.
Login to d1 staff view.
Select task manager in nav bar and then message list.
Select message to send and choose recipients.
Workflows:
Login to d1 staff view.
Select system administration in top nav bar.
Select system option in top nav bar.
Select worksflows option in top nav bar.
Assign workflows as required by department.
Click save button.
Send email to student:
Login to d1 staff view.
Select enrollment manager.
Search for and select student.
(incomplete)
Generate Report:
Login to d1 staff view.
Select reporting from nav bar
Choose report to be generated (i.e. registration)
Select type of report you want to generate.
Search for what you want the report to be about.
Select options to generate reports.
Click generate report.
3/6/2023 - F1
ELI application has an auto-email. If students don’t provide all necessary information then staff must manually email student for the information.
3/7/2023 - F1
Add proficiency exam scores:
Logins to d1 staff view.
Select enrollment manager
Search for specific student.
Enter student profile.
Enter proficiency exam scores page.
Add necessary exams to student record.
Click save button.
Move Students from one section to another:
Login to d1 staff view
Access enrollment manager
Search for a student and access their profile.
If enrolling in class, override fees is in tuition fees box on registration page.
Select enrolled in student courses navigation.
If the course is historical, the student can’t be moved to a new section.
(unfinished)
3/9/2023 - Q/A
Discount codes and usernames are case sensitive.
Create new grade type:
Login to d1 staff view.
Select enrollment manager,
Hover over grading tab and select new grade type.
Enter required fields.
Set availability either to all or transcript for reporting purposes.
Select both numeric and list grade type.
Numeric grade type requires min-max and pass threshold.
Enter letter grades, equivalent numeric values and pass fail status.
Select save button.
Create grading template:
Login to d1 staff view.
Select enrollment manager,
Hover over grading tab and select grade template.
Check ‘automatically calculate transcript grade’ box
Under assignments drop box select desired grade type.
Hit + button
Enter required fields.
Click save button.
Add grade template to a class:
Login to d1 staff view.
Select curriculum manager,
Search for specified course and enter wanted section.
Hover over grading drop list and select grading template.
Select grading template and click go to add template to course.
Select enrolled student
Enter grade either from text box or drop down list.
Grade requires three approvals.
Save page between each approval.
Generate transcript report for student from reporting page.
Courses need to have grade types and templates for grading criteria.
3/13/2023 - Q/A
To set up group, Student must be allowed to invoice the group by selecting the appropriate radial button.
Check student group proficiencies by searching out the group in enrollment manager, clicking the student name and selecting proficiencies in the course drop down menu.
Apply for course as a student in a group without paying:
Login to d1 student view with group student
Add course to cart and select checkout
Proceed through checkout procedure
Students in a group do not need to fill out applications.
Group students registering for class sections that need an application will not be able to proceed.
Select bill my employer option.
Verify registration through email and student profile.
Pay for a course as a group.
Login to d1 staff view.
Create a group contact to be billed for the group.
Navigate to contact profile and enter required fields to allow third party payment.
Click Save button.
Proceed through checkout in student account and bill third party.
Login to d1 corporate view using specified link for group.
Navigate to invoices, select invoices and click pay invoices button.
Proceed through checkout process.
Access workflows:
Login to d1 staff view.
Select system administrator option.
Navigate to workflow setup under the system drop menu.
Select program and view created workflows.
Assign program users to workflows and click + button to save.
Click save button.
3/16/2023 - Community
View application:
Login to d1 staff view.
In enrollment manager, select applications.
Search for student.
View student’s applications by clicking pencil button next to listing.
Select application status from drop list as necessary.
Add notes and click save button.
Send status update to student as necessary.
Print attendance sheet:
Login to d1 staff view.
Access curriculum manager,
Select … from enrollment manager
Search for specific course.
Select tools and choose print attendance sheet.
Generate complete student list:
Login to d1 staff view.
Access marketing section
Select add from list manager tab.
Fill in required fields to generate new type of list based on requirements.
3/20/2023 - Community
Waitlist a student:
Login to d1 staff view
Select enrollment manager view
Search for student and enter account.
Search for specified course.
Select wait list if option is set up.
Can only be done if the course is full.
Send student receipts from previous classes:
Login to d1 public view as a student.
Go to student profile and select my account history.
Find course and select by transaction number.
Can look in enrollment history to find transaction dates.
Select print receipt button.
Send email to students from staff view:
Login to d1 staff view and select curriculum manager
Select search under courses drop menu.
Search for specified course.
Select course from list provided.
Select class list from course drop list.
Select all student who will receive the email and select send email button.
Fill out email text as specified.
Click send button.
Create a course prerequisite:
Login to d1 staff view.
Select system administrator.
(unfinished)
3/21/2023 - Q/A
Enrollment restrictions:
Enrollment restrictions requires the group number to add it to the group associations.
Be sure to check boxes and add applications or fields as necessary.
Reporting:
Login to d1 and select the reporting age.
Select registration reports for secondary menu
Select student attendance report from drop menu.
Select report criteria as either by section or program.
Fill out required fields and select pdf for the format from the output menu.
Generate report based on required fields.
Holds:
Login to d1 staff view and select enrollment manager page.
Search for specified student and select student record.
Find profile holds box and fill out required fields.
Select add hold button to add record.
3/23/2023 - Q/A
Add courses to cohort:
Login to d1 staff view and select curriculum manager.
Select curriculum from programs drop menu.
Assign courses to cohorts by clicking the number next to the course in the grammar box.
Select cohorts from programs drop menu.
Select required courses drop menu.
Click check box next to required courses and select save button.
ELI students can take university classes as ELI 880 but have to pay for two ELI sessions to take the class. Usually only done by Kansai students in their last two sessions. Use of the special request system to charge.
Non F1/J1
Use the student transcript report to generate a grade report for students in D1.
Create Holds:
Login to d1 staff view and select system admin page.
Select enrollment rules.
Specify new hold by filling out required fields based on department standards.
Click save button.
4/6/2023 - Q/A
Placement:
Login to d1 staff view and select curriculum manager.
Search for specified program from program drop menu and enter profile.
Select dashboard from program drop menu.
Place students in courses based on courses or levels.
6/20/2023