Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2025-01-24
Example: Configure Continuing Student Onboarding

Example: Configure Continuing Student Onboarding

This example illustrates 1 way to configure the
Continuing Student Registration Onboarding Event
 business process to onboard continuing students.
An administrator at Alma Mater University needs to configure the
Continuing Student Registration Onboarding Event
 business process to specify the steps that registered students must complete to be eligible to register for the next academic period. They want to configure the business process so that students can:
  • Answer questionnaires that enable advisors to better support student registration.
  • Review academic honesty policies.
  • Review and change personal information.
  • Select the information they want to share and withhold on the
    Public Student Directory
     report.
  • Create an academic honesty policy document.
  • Create a questionnaire for continuing students.
  1. From the related actions menu of the
    Continuing Student Registration Onboarding Event
     business process, select
    Business Process
    Edit Definition
    .
  2. Click
    OK
    .
  3. Add a row to the
    Business Process Steps
     grid and enter these values:
    Field
    Value
    Order
    b
    Parallel Step Order in My Tasks
    1
    Type
    Service
    Specify
    Apply Student Hold
  4. Click
    OK
    .
  5. Click
    Configure Apply Student Hold
    .
  6. Click
    OK
    .
  7. From the
    Hold Reason
     prompt, select
    Returning Student Checklist Hold
    .
  8. From the
    Hold Type
     prompt, select
    Full Registration
    .
  9. Click
    OK
     and
    Done
    .
  10. From the related actions menu of the business process, select
    Business Process
    Edit Definition
    .
  11. Click
    OK
    .
  12. Add 2 rows to the
    Business Process Steps
     grid and enter these values:
    Order
    Parallel Step Order in My Tasks
    Type
    Specify
    Group
    c
    1
    Action
    Manage My Privacy Settings
    Student as Self
    c
    2
    Complete Questionnaire
    Leave blank.
    Student as Self
  13. Click
    OK
    .
  14. Click
    Configure Questionnaire
    .
  15. Click
    OK
    .
  16. From the
    Questionnaire
     prompt, select
    Returning Student Questionnaire
    .
  17. From the
    Step Label Override
     field, enter
    Complete Returning Student Questionnaire
    .
  18. Click
    OK
     and
    Done
    .
  19. From the related actions menu of the business process, select
    Business Process
    Edit Definition
    .
  20. Click
    OK
    .
  21. Add a row to the
    Business Process Steps
     grid and enter these values:
    Field
    Value
    Order
    c
    Parallel Step Order in My Tasks
    3
    Type
    Review Documents
    Group
    Student as Self
  22. Click
    OK
    .
  23. Click
    Configure Document Review
    .
  24. Click
    OK
    .
  25. From the
    Document Effective As Of
     prompt, select
    Date Initiated
    .
  26. From the
    Document
     prompt, select
    Academic Honesty Policy
    .
  27. In the
    Instructions
     field, enter
    Please review and acknowledge the academic honest policy.
    .
  28. In the
    Signature Options
     section, select
    Acknowledgement
     and enter this text in the
    Signature Statement
     field:
    I have read and agree to comply to the standards outlined in the academic honesty policy.
    .
  29. Select
    Attachment Optional
    .
  30. Click
    OK
     and
    Done
    .
  31. Click
    Done
    .
  32. From the related actions menu of the business process, select
    Business Process
    Edit Definition
    .
  33. Click
    OK
    .
  34. Add 7 rows to the
    Business Process Steps
     grid and enter these values:
    Order
    Parallel Step Order in My Tasks
    Type
    Specify
    Group
    c
    4
    Action
    Review My Personal Information
    Student as Self
    c
    5
    Action
    Review My Legal Name
    Student as Self
    c
    6
    Action
    Review My Home Contact Information
    Student as Self
    c
    7
    Action
    Review Permissions for My Third Party
    Student as Self
    c
    8
    Action
    Consent to Receive Form 1098-T Electronically
    Student as Self
    c
    9
    To Do
    Make Advising Appointment
    Student as Self
    d
    Leave blank.
    Service
    Remove Student Hold
    Leave blank.
  35. Click
    OK
     and
    Done
    .
  36. Click
    Configure Remove Student Hold
    .
  37. Click
    OK
    .
  38. From the
    Apply Student Hold Service Step
     prompt, select
    Step b - Service (Apply Student Hold)
    .
  39. Click
    OK
     and
    Done
    .
On the
Find Academic Records
 report, the administrator can now select records to onboard and initiate continuing student onboarding.
Concept: Inbox