Pennsylvania BANNER Users Group 2006 Junior/Senior Rollover

General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered at the end of the session Thank you for your cooperation

Immaculata University Private, liberal arts, coeducational Catholic university Approximately 800 undergraduate students and another 3,400 graduate and adult students.

Opportunity Immaculata University has one communication plan for recruit The recruit plan incorporates two recruit plans; one for juniors and one for seniors Once per year it becomes necessary to change the year (recruit type) of the junior materials to reflect that those recruits are now considered seniors.

Steps 1 and 2 Restrict access to the production instance. Update the recruit types for each junior and senior material on SOAMATL.

SOAMATL

Step 3 Run script to delete any pending junior and senior letters from GURMAIL. DELETE FROM gurmail where gurmail_letr_code = &DeleteLetterCode and gurmail_term_code = &DeleteTerm and gurmail date_printed IS NULL

Step 4 Run script to populate the collector table (SORCCOL) with any recruits who are not assigned to the plan.

Communication Plan Assignment Script INSERT INTO sorccol (sorccol_pidm, sorccol_source_ind, sorccol_action_ind, sorccol_type_ind, sorccol_term_code, sorccol_seqno, sorccol_activity_date) SELECT srbrecr_pidm, 'B', '1', 'R', srbrecr_term_code, '1', SYSDATE FROM srbrecr a WHERE srbrecr_term_code = &Term AND srbrecr_levl_code = 'UG' AND srbrecr_coll_code = 'CU' AND srbrecr_rtyp_code = &RecruitType AND srbrecr_pidm NOT IN ( SELECT a.srbrecr_pidm FROM sobcpln WHERE sobcpln_pidm = a.srbrecr_pidm AND sobcpln_term_code = a.srbrecr_term_code AND sobcpln_type_ind = 'R' AND sobcpln_cpln_code = 'CUPL')

Step 5 Run the script to populate the collector table with all recruits who are assigned to the communication plan, so that the materials can be reassigned.

Communication Materials Assignment Script INSERT INTO sorccol (sorccol_pidm, sorccol_source_ind, sorccol_action_ind, sorccol_type_ind, sorccol_activity_date) SELECT srbrecr_pidm, 'B', '4', 'R', SYSDATE FROM srbrecr WHERE srbrecr_term_code = &Term AND srbrecr_levl_code = 'UG' AND srbrecr_coll_code = 'CU' AND srbrecr_rtyp_code = &RecruitType

Step 6 Run SORCPLN

Pennsylvania BANNER Users Group 2006 Open Floor for Other Questions?

Pennsylvania BANNER Users Group 2006 Have a great day!