Regulatory Process Results

Use the Regulatory Process Results page to review the results of Regulatory batch processes, such as Application Data Import/Export and COD Import/Export. This page replaces several Crystal Reports previously available in the legacy interface.

The page contains two grids:

• The top grid lists batch records and lets you locate a specific batch.

• Selecting a batch displays its reports in the bottom grid. You can filter the results, scroll to additional columns, and export reports to Excel.

Prerequisites

Authorizations:

• Common - Processes - View

• Financial Aid - Processes - Regulatory Process Results

Access to Regulatory Process Results is based on a user's process permissions. For example, users with access to COD Export can view COD Export process results, while users without that permission cannot.

Configure campus-level security for Regulatory Process Results so users see only records for their assigned campus on the History tab:

1. In Settings > System > Campuses > Campus Groups, create or select a Campus Group containing only the campus that the user can access.

2. In Settings > System > Staff, select the staff member and assign that Campus Group on the General tile.

Campus Level Security

When Enable Campus Level Security On Batches Select "Yes" if you want Anthology Student to enable campus-level security for batches based on the logged-in user’s permissions for the session default campus. The user will only be able to access batches created for campuses that they can access. If a batch has been created for multiple campuses and the user cannot access at least one of the campuses, the batch will NOT be visible to the user. If you select "No," the logged-in user can view batches from multiple campuses, even if they do not have permission to access the batch details for some students. This setting is enabled by default. A script ensures that batches on the History tab that were created before the implementation of the campus-level security are also filtered based on the new campus-level security. is turned on in Settings > System > General, the records on the History tab will be filtered based on the logged-in user and the campus groups associated with the user. Record filtering is based on the SyCampusId. Records with a NULL value in the CampusID field will be visible to all users. CampusID = NULL is assigned to records that are not in Succeeded status (e.g., Completed, Enqueued).

A clean-up script ensures that batches are also filtered if they were created before the implementation of the campus-level security feature. The script runs at the batch level per process and assigns SyCampusId values to the records in the batch.

For Application Data Imports, the clean-up script updates student records with a valid ISIR based on the student’s latest active enrollment campus. When a student has multiple enrollments, the script updates the CampusID to the latest enrollment campus even if the student record was originally imported for a different campus.

For Application Data Exports, the clean-up script retains the Campus Name of the original record.

Unmatched student records, failed batches, and error reports for ISIR imports are visible to all users, including users with limited campus access. For users with limited access, the record numbers in the batches grid (top) and details grid (bottom) may not always match.

If the feature is turned off, the History tab will load the records based on the default campus setting (Session Defaults).

Access

Processes > Financial Aid > Regulatory Process Results

View Regulatory Process Results

1. Review the information in the Batches grid.

   Batch Id The number/ID assigned by Anthology Student to the batch. Based on the selection criteria, the job processes data and creates batches asynchronously in the background. Process Name The name of the Regulatory process, e.g., Application Data Import / Export or COD Export / Import. File Type The file type associated with the process.

   Report Name The name of the report. Process Date The date and time when the job was processed Processed By The login name of the user who initiated the process.

2. Select a link in the Batch Id column to view details about a batch.

3. Review the details in the grid below the Batches grid. Depending on the selected batch, the following report details are displayed:

   Batch Process: Application Data Export

   Batch Process: Application Data Import

   Batch Process: COD Export

   Batch Process: COD Import

    

This feature applies to U.S. compliance only.