Create or Edit a Batch
Add BatchAdd a Batch from the Batch Definitions tab.
The Add Batch page is displayed with several fields to complete: Edit BatchTo edit or change an existing batch definition, click the Edit (
Description Tab
Criteria TabThe Criteria tab is used to create filters to define the batch populations. Operands are your school's fields that are used to capture the information needed to select the right group of students desired for the Batch.
For example, May 2017 juniors who have not applied to graduate may be a specific group to include in a Batch run. In this case, be sure to include datapoints such as:
Criteria tab settings use basic SQL server logic.
Define Student PopulationNew in 4.4.2 The Criteria tab in Batch has been redesigned to be more intuitive by allowing functional users to select how they want to define your student population: by a list of students (selected by default) or by selection criteria. NOTE: Keep in mind that students added via the List of Students are not combined with those added via the Selection Criteria and vice versa.
Two options for creating the list of students include manually adding or uploading a file:
Click the Selection Criteria option to define your student population:
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Before setting the parameters on the criteria, some careful thought should go into the true intent of who you are trying to include as well as exclude. The incorporation of parentheses into the Batch criteria, for example, can completely change the criteria logic. For a real-life example of how this works, see Parentheses Logic in Batch Criteria. |
Field | Description | |
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And/Or |
Options: and, or Required if one or more conditions exist in the list. And/Or allows for multiple conditions to be combined and defines how they will be tested. For example, you may choose all students in a particular college AND who are female or, all athletes who have not applied to graduate. Your choices are tied to the fields you select when the product is set up. |
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( | Open Parenthesis (in conjunction with the Close Parenthesis) allows the user to combine certain conditions and set precedence per standard SQL query standards. | |
Operand |
Displays the criteria for the batch population selection. Choices will include the data fields specified at the point of software setup (Options may include such examples as Applied for Graduation, Student Degree, Cum GPA, Student Number). Operand is a system-defined field that the user can select to populate the batch selection. |
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Operator |
Options: equals, not equal, greater than, greater than or equal to, less than, less than or equal to, like, not like, in, not in.
These keywords define the type of operation that will be performed, based upon the value entered. Rather than using a wildcard match (like the COM.ANYC "*"), use the LIKE operator and enter the characters that must be present for the field to match. |
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OR | ||
Value |
Automatically populated with available values for your institution once an operand is selected (e.g., your school's colleges). Alternately, Values may be typed in or copied (e.g., a range of student numbers). To specify a set list of students, for example, choose the field you have identified as the Student ID number as the operand, set the operator to IN, and copy/paste the desired IDs into the Value field.
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) | Close Parenthesis (in conjunction with the Open Parenthesis) allows the user to combine certain conditions and set precedence per standard SQL query standards. |
For more functional information on Batch operands and queries, see Batch Data Points. |
For technical details on Batch operands, see the Configure Batch page. |
Clear List
Click the Clear List button () to clear the list of students in the current batch:
Export List
Click the Export List button () to export the list of students in the current batch to a Microsoft Excel spreadsheet.
Export is only available on the List of Students option |
Preview
Click the Preview button () to view the list of students in the current batch:
Add to Batch
Click Add to Batch to add the selected student population to the batch. A green confirmation bubble appears momentarily:
Save & Continue
Use the Save & Continue button () to progress through the Batch creation.
Success
Confirm Batch Criteria window lists number of student audits run for this batch.
Error
Confirm Batch Criteria windows is not able to execute the batch run. Click the Show error link for more information. This information can help your functional expert on campus troubleshoot your batch run.
Forced DPROG
What-if Batch Audit Requests
Users may configure Batch to show information pertaining to running What-if Batch runs as of 4.3.0.3, including columns for Forced DPROG and/or Forced DPCATLYT to see what will be submitted for each student.
- With no dprog value: picks up the declared program (by default)
- With a dprog value: picks up the What-if "forced" program
NOTE: |
Forced DPCATLYT
- With no catlyt value: picks up the declared catalog year term (by default)
- With a ctlyt value: picks up the What-if "forced" catalog year term
NOTE: |
On the Criteria List tab:
The display of these columns on the Criteria List Preview page is configured on the back-end in batch.xml and criteria.xml.
Preview
To preview the list of students in the selected batch, click Preview ().
Save & Continue
The Save and Continue button () saves the input data and proceeds to the next tab.
Save & Finish
Save & Finish () saves any changes and returns to the previous screen, Batch Definition List.
Move Up/Move Down
Batch criteria can be reordered by clicking on green arrows Up () and Down (
).
Buttons will appear gray if unavailable. |
Delete
To delete a criteria, select the condition from the criteria list by clicking in the checkbox. Then, click Delete (). For bulk selection/deselection, use the Select All/Select None (
) link.
Schedule Tab
The Schedule tab is used to schedule a batch run or runs now, in the future, at regular intervals, or as selected (e.g., weekly, monthly).
Field | Description |
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Frequency |
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Start Date | Manually enter a Start Date (MM-DD-YYYY), or use the calendar icon to choose a date from the date picker |
Start Time | Manually enter a Start Time (HH:MM:SS), or use the clock icon to choose a time from the time picker |
Skip
The Skip button () skips directly to the Share tab.
Save & Continue
The Save & Continue button () saves the input data and proceeds to the next tab.
Save & Finish
The Save & Finish button () saves any changes and returns to the previous screen, Batch Definition List.
Cancel
The Cancel button () cancels the operation and returns to the previous screen.
Share Tab
The Share tab is used to make batch results accessible to others.
Add Batch Share
Add Batch Share functionality allows you to share batches with other users of uAchieve Self-Service with Batch and control their view/edit/delete run access:
Field | Description |
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User | Begin typing a user name and select from the populated menu |
View | Click checkbox to allow user to view |
Edit | Click checkbox to allow user to edit |
Delete | Click checkbox to allow user to delete |
Run | Click checkbox to allow user to run |
Click Save Batch Share () to conserve changes, or Cancel (
) to return to previous Shared Batch List page.
Delete
To delete a criteria, select the condition from the criteria list by clicking in the checkbox. Then, click Delete (). For bulk selection/deselection, use the Select All/Select None (
) link.
Save & Finish
Save and Finish () saves any changes and returns to the previous screen.
Cancel
The Cancel () button cancels the operation and returns to the previous screen.
Next: >> Run a Batch >>