Steps: Override Academic Period Record for Registration
Complete setup for academic period record overrides. See Steps: Set Up Academic Period Record Overrides.
Security: Configure the
Academic Period Record Override Event
business process and security policy in the Student Records functional area.Use the
Override Academic Period Record for Registration
task to manually change which academic period record a student course registration is tied to. This task initiates the Academic Period Record Override Event
business process.For background on when and why to use overrides, see Concept: Academic Period Record Overrides.
- Access theOverride Academic Period Record for Registrationtask.
- In theStudentprompt, select the student whose registration you want to override.
- If the student has multiple academic records and you have access to more than one, select the Student's Academic Record. Otherwise, Workday defaults the academic record automatically.
- ClickOK.
- On the initiating page, complete these fields:FieldDescriptionStudentThe student you selected. You can't edit this field.Student's Academic RecordThe academic record that contains the registration. You can't edit this field.Registration to ReassignSelect the student course registration to move. Only registered, completed, or withdrawn registrations are eligible.Current Academic PeriodThe academic period for the academic period record that currently contains the registration. Workday derives this value when you select a registration. You can't edit this field.New Academic PeriodSelect the academic period that the registration should be tied to after the override. Workday restricts your selections to academic periods striped by the same institution as the academic record, with an end date on or after the academic record start date and on or before the student's expected completion date.Comment(Optional) Enter comments for the business process event.
- ClickSubmit.Workday creates an Academic Period Record Override Event and routes it through your configured business process for review and approval.
- Launch Academic Progress for the Student. See Evaluate Academic Progress.
When the event completes successfully:
- Workday moves the registration to the target academic period record.
- Academic statistics for the original and target period records are recalculated.
- The registration start date remains unchanged.
- If the original academic period record has no remaining registrations, Workday deletes that period record.
You can track the event using the
Find Events
report or from the student's academic record.If you're an approver and the initiator needs to correct the request, you can send back an override request:
- Open the in-progress Academic Period Record Override Event.
- SelectSend Back.
- Return the event to the initiator with your comments.
The initiator can update the registration or academic period selection and resubmit the request. Warnings display again on the send back task when applicable.