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Administrator Guide
Last Updated: 2026-09-18
Steps: Set Up Academic Period Record Overrides

Steps: Set Up Academic Period Record Overrides

  • (Optional) Set up your registration assignment policy. See Set Up Registration Assignment Policy.
  • Configure the
    Academic Period Record Override Event
     business process in the Student Records functional area.
Security: Security Configuration domain in the System functional area.
Before you can override which academic period record a registration is tied to, you must enable the feature and configure security and business process settings. Workday recommends restricting access to a limited set of authorized registrar users.
  1. Access the
    Edit Business Process Security Policy
     task.
  2. Search for and select
    Academic Period Record Override Event
    .
  3. Configure security groups for these actions:
    • Initiating action:
      Override Academic Period Record for Registration
    • Approve
    • Manual Send Back
  4. Configure attachment settings as needed:
    Setting
    Recommendation
    Enable Attachments
    Enable, if approvers need supporting documentation.
  5. Click
    OK
    .
  6. Access the
    Activate Pending Security Policy Changes
     task.
    Workday recommends creating a dedicated security group for academic period record overrides and assigning it only to authorized registrar users, rather than granting broad access across your institution.
  7. Configure Business Process Definitions.