Purpose

To create, maintain and query Graduand Records on an individual basis, and access the Ceremony details for a Graduand

SubSystem

Graduation

Students identified as possible candidates to graduate from a course in a Ceremony Round will normally have Graduand Records created by the job GRDJ3100. This form enables query on such records. It is also used to create and maintain Graduand Records on an individual basis.

Use this form to create new records when:

• Recording recipients of Honorary Awards
• Creating Graduand Records for students who have elected to take out an Alternative Exit Award
• Eligible or potentially eligible Graduands have not been identified by the job GRDJ3100

Once Graduand Records are created, details which might need to be altered using this form are:

• Late changes to some Graduation information (also in GRDF4210)
• Recording a request for deferment to a later round, where the Ceremony is unspecified
• Recording the intention to articulate an Award
• Maintenance of Honours Levels
• Individual setting of a Conferral Date and status indicating a person has graduated. (This date can be set for groups of Graduands by a process initiated in the form GRDF3200 - Manage Ceremony Graduands.)

At a later date, the form might also be used to record a Graduate's decision to surrender a conferred Award (normally to take out a higher Award). Instructions on recording a surrender are given below.

Updates are recorded in the Graduand History and can be viewed via AUDF3161.

Statuses and Other Indicators

The progress of a Graduand through the administrative processes leading up to the Graduation Ceremony is largely controlled by their Graduand Status, Approval Status and Graduand Type. These values are entered and/or displayed in this form. The System performs validations to check for permitted combinations when changes are made.

Certain values of the Graduand Status are themselves dependent on the value of the course requirements complete indicator, set in the interim form PRGF4170.

Alternative Exit

Typically, a record is created for an Alternative Exit when students take out a lower level of qualification than the one they originally enrolled in. For example, a student enrolled in a 'combined' BCom/BSc course leading to two Awards may have the option to discontinue their course and take out either a BCom or a BSc Award.

Instructions for recording an Alternative Exit for a Graduand are given below.

Deferment of Graduation

In Callista, a distinction is made between deferment of Graduation, and changing to another Ceremony in the same or a different round. Changing Ceremonies should be done in GRDF4210.

Graduands are only said to have deferred (and have Graduand Type set to DEFERRED) where they have been assigned to a future round, but not to a Ceremony. This may be because the student has not decided on a specific Ceremony to attend, or because Ceremonies in a future round are not yet recorded on the database.

Instructions for handling a Deferment are given below.

Articulating an Award

Before Graduation, students can indicate their intention not to take out an Award, in favour of taking out a different (usually higher level) Course Award at a later date. The facility to do this in Callista is normally used for 'articulated' courses where students are not permitted to take out an Award if electing to proceed to the next level course. Instructions for handling transfer to an Articulated Course are given below.

The Person block contains:

• Person ID
• Sex
• Date of Birth

  Find Person navigation button

The Graduand block contains:

• Creation Date
• Graduand Status (LOV)
• Approved Status (LOV)
• Course Code (LOV)
• Calendar Type (LOV)
• Start Date
• End Date
• Graduand Type
• Convocation Membership check box
• Conferral Date

The Awards sub block contains:

• Course Code
• Award Code
• Honours Level

The T-List sub block contains:

• Graduation Name
  • Graduation Name
• Testamur Delivery
  • Delivery Timeframe
  • Delivery Method (LOV)
• Previous Qualifications
  • Previous Qualifications
• Comments
  • Comments
• Surrendered For
  • Course code
  • Award Code
• Proxy Award
  • Proxy Award check box
  • Proxy Person ID
  • Find Person button
• Graduate Number
• Graduate Number
• Display Award Consent
  • Display Award Consent

Ceremony navigation button (GRDF4210)

Graduation Fees navigation button

Graduation Fee Assessment navigation button

The Graduation Fees block contains:

• File Type
• Currency
• Amount Due ($)
• Amount paid ($)
• Manual Adjustment Made?

  Back navigation button

The Fee Assessment block contains:

• Effective Date

  OK command button

  Cancel command button

Rule/Notes:

Validations include:

• A closed delivery method can not be selected for use against a graduand record
• If the Testamur Delivery Timeframe is Immediate, then the Delivery Method, if set, is Posted or Collected
• If the Graduand Type is Attending or Deferred and the Testamur Delivery Timeframe is Ceremony, then the Delivery Method, if set, is handed
• If the Graduand Type is Inabsentia, the Delivery Method, if set, is Posted or Collected
• When the Graduand Type is set to ARTICULATE for a graduand record with a system Graduand Status of GRADUATED, then an error is generated and a message to this effect is displayed
• When the Graduand Type is set to a value not = ARTICULATE for a record with a system Graduand Status of GRADUATED then a warning is displayed
• When the Graduand Status of GRADUATED is updated to ELIGIBLE, then a warning is displayed

The Testamur Delivery fields in the T-list can be updated in this form or by students via the online Graduation Invitation (GRDCIR). Please NOTE the following logic ...

Display Award Consent - This field may be used to store the Graduands response to a question asked in the Connect Graduation Invitation Application (GRDCIR). Only YES, NO or a NULL can be stored in the feild. By Default, the question in GRDCIR is commented out. The question needs to be made active in the template to be used in GRDCIR.

The following applies to the questions as presented in the GRDCIR template. The Admnistrators attention is drawn to the fact that if a value is recorded in this field, then the default values displayed for the Convocation Question and the Display Award Consent Quesion will be the Database values.

The GRDCIR template logic is:
When the default questions are uncommented in the GRDCIR template, and a student navigates to the GRDCIR application for the first time, the presense of a NULL value in the Display Award Consent field will determine the positive defaults ('Y') to be displayed to the graduand for the Convocation Membership question and the Display Award Consent question. Put another way, when institutions use the default template logic in GRDCIR and uncomment the questions, when a NULL value exists in the Display Award Consent, then the default value for the Convocation and the Display Award Consent question will be Yes.

When the Graduand Display Award Consent field has a value of YES or NO, and the default template is uncommented and unchanged, then the values displayed for the Convocation Indicator Question and the Display Award Consent question will be the values recorded in the database.

The Person block operates in query mode only.

• Select an existing Graduand, or a student for whom a Graduand Record is to be created, either by entering a known Person ID, or by selecting the button to use the Find Person facility (ADMF1211)

Notes:

A lamp displays if the student has an Encumbrance.

A lamp displays if the student has existing comments recorded in either the GRADUAND or GRADUAND AWARD CEREMONY level.

One or more records can be created. Each record represents an Award for which this student is eligible or potentially eligible.

The minimum information that must be recorded in the Graduand block is:

• A Graduand Status equivalent to the System Values POTENTIAL or ELIGIBLE, used to indicate Academic eligibility for the Award
• An Approval Status referring to formal approval to graduate
• The active or planned Ceremony Round at which the Graduand will receive the Award. Note that the Start and End Dates refer to the 'processing' Date Alias Instances associated with the round, not the Calendar Start and End Dates (See 'Ceremony Rounds and Dates' in Understanding Graduation)
• A Graduand Type indicating the student's intentions for receiving the Award. This defaults to UNKNOWN, but would normally be set to ATTENDING for Honorary Awards
• An Award Code recorded in CRSF1190 for a System Award Type of HONORARY

The minimum information to be recorded is:

• The Graduand Status, Approval Status, Ceremony round and Graduand Type as above
• The Course Code (and version) for the Student Course Attempt to which the Award applies. The list of values (LOV) displays all the Student's Course Attempts
• The Award Course Code (normally as for Course Code, but will be different if the student is taking an Alternative Exit for the course)
• The Award Code (this will default if there is only one Award for the course)

Optional Entries

Further details that can be recorded for the Graduand are:

• Their desire for Convocation Membership (alumnus) - indicated by selecting the check box
• The Date of Conferral of the Award - normally either the date of Council approval or the Ceremony Date
• The Honours Level Awarded to the Graduand. This should be recorded for Honours Degrees, but can be recorded for other achievement levels (see GRDF1800)

T-list Items

• Graduation Name defaults from the Given Name and Surname recorded for the student, but can be amended. This name appears on the Testamur
• Previous Qualifications - may be announced or included in reports.
• Comments - generally of an administrative nature - not used for lists or reports
• Proxy Award - set the check box and record the identity of a person receiving the Award on the Graduand's behalf, either by entering a known Person ID, or by selecting the button to use the Find Person facility (ADMF1211). Normally these details should only be entered if the Graduand has already been recorded as attending a Ceremony
  (If the Proxy Person is not already recorded in Callista, create a person record in ADMF1213.)
• Graduate Number - Displays the graduate number generated when the Conferral Date field is populated

• Use the Ceremony button to access form GRDF4210, where Ceremony details can be entered for the Graduand

Notes:

The Creation Date and Time of the Graduand Record is entered automatically by the System.

Validation prevents identical Graduand Records being created for the same round.

There is a warning if an identical Graduand Record exists in another round.

A Graduand Status equivalent to ELIGIBLE can only be set for Course Awards if the Course Requirements Complete check box in PRGF4170 is selected.

Approval Status would normally be set to the equivalent of APPROVED for Honorary Awards, and WAITING for Course Awards, depending on the stage at which the Graduand Record is created.

It is not possible to set the Approval Status to an equivalent of APPROVAL if an Encumbrance to block Graduation exists.

Possible Graduand Types are:

• ATTENDING
• UNKNOWN
• INABSENTIA
  Will be included in reports like the Council List, AOU Approval List, and Programme Extract, although the Graduand is not attending a Ceremony
• ARTICULATE
  A Graduand surrenders the right to take out the Award in favour of proceeding to further studies (in an Articulated Course) normally resulting in a higher Award
• DEFERREDS
  see above
• DECLINED
  The Graduand has declined to accept the Award. It is still possible to create a further Graduand Record for the Award, but only in a different Ceremony Round

A lamp displays if more than one Award exists for a course.

In order to retain information about the round for which a Graduand was originally identified and a record created (even if they have later been manually transferred to a different round) the value of the Ceremony Round in this form should not be amended except for Deferment.

The Conferral Date can only be set and saved in this form if the Graduand Status is also set to an equivalent of GRADUATED. When the Conferral Date field is populated, the system will generate a unique graduate number for the graduand.

When the Conferral Date field is populated, the system will generate a unique Graduate Number. If the Conferral Date field is cleared, the Graduate Number is also deleted.

There is currently no validation checking on which courses can have Honours Levels recorded.

If the Graduand is deceased and the Graduand Type is recorded as ATTENDING, proxy Award details must be recorded.

An Alternative Exit for the Graduand's Student Course Attempt must first be recorded in PRGF4170.

In this form:

• If a Graduand Record already exists, amend the value of the Award Course Code to the Course Code of the Alternative Exit. The LOV displays the choice of alternative courses
• If creating a new Graduand Record, record the Graduand's original course in the first Course Code field, and the Alternative Exit course in the Award Course Code field

Notes:

Possible Alternative Exits for a course are recorded in CRSF1240.

The Graduand Status for an Alternative Exit Graduand Record cannot be set to ELIGIBLE unless the student's Alternative Exit Course Attempt has the Requirements Complete check box set to Y.

Deferment can only be effected in this form if there are no related Ceremony records for the Graduand.

• Amend the value of the Ceremony round to the code for the future Ceremony round in which the student is to take out an Award.
• Change the Graduand Type to DEFERRED

Notes:

Graduands should only be recorded as 'deferring' if they are being assigned to a future round without a Ceremony being recorded for them. See 'Deferment of Graduation' above.

If Ceremony records already exist, deferment can be handled in form GRDF4210.

Once Graduated, students can Surrender a Course Award.

• Set Graduand Status to the equivalent of SURRENDER (from GRADUATED)
• In the Surrendered For tab in the T-list, enter the Course Code of the course Award for which this Award is being surrendered. The list of values (LOV) displays all the Courses/Awards in which the student has a Course Attempt except those from which Graduation is precluded

Notes:

Surrendering an Award does not apply to Honorary Awards.

'Surrendered for' details must be recorded when Graduand Status is set to SURRENDER

Recording an Articulated Award

Before Graduation, students can elect to Articulate the Award.

• Set the Graduand Type to ARTICULATE
• In the Surrendered For tab in the T-list, enter the Course Code of the intended future course. The LOV lists all course Awards

Notes:

Articulating an Award does not apply to Honorary Awards.

Form GRDF4210 can also be used to Articulate an Award.

'Surrendered for' details must be recorded when Graduand Type is set to ARTICULATE

Graduation Fees

The Graduation Fees navigation button invokes the Graduation Fees pop-up block. This block displays Graduation fees details of the Graduand.

Graduation Fee Assessment

The Graduation Fee Assessment navigation button provides the ability to perform a Fee Assessment for Graduation Fees. Other fees are not assessed.

Other Forms, Jobs and Reports that may be affected by Grauand details:

ENRF3000 – Record Enrolments

ENRR08M0 - Academic History Report

GRDF2100 – Maintain Graduation Ceremony

GRDF2110 – Maintain Award Ceremony

GRDF2120 – Maintain Unit Set Ceremony

GRDF2130 – Maintain Award Ceremony Group

GRDF3200 – Manage Graduand Ceremonies

GRDJ3150 – Set Students To Graduate In Absentia

GRDJ6000 – Create A Testamur Extract

GRDR4100 – Obtain Council Approval

GRDR6100 – Produce A Graduate Register

GRDR7600 – Seating And Order Of Presentation List

INQF1220 – SCA Graduation And Completion Details