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INQF1A00 - The Person Inquiry Screen

Purpose

This form provides information on the Advanced Standing Level

SubSystem

Advanced Standing

Normally Run By Information Specialist
Anticipated Frequency As required
Structure  Blocks Person
Student Course Attempt
Buttons Find Person (ADMF1211)
Person Image (ENRF3510)
Addresses (INQF1110)
Academic History (INQF1200)
Enrolled Courses (INQF1200)
Student Course Fees (FINF9100)
Student Fee Calendars (FINF9200)
Academic Report (ENRR08M0)
Exam Timetable (INQF1300)
Message Prefs (INQF1400)
Alternate ID (ENRF3010)
Acad Encumbrances (ENRF6310)
Correspondence (CORF2320)
Activity Timetable (INQF1500)
Course Details (INQF1200)
Student Course Fees (FINF9100)
Award Details (INQF1220)

 

This form displays details of a Person for whom a query is performed.

Lamps
A lamp displays underneath the Email Address field to indicate if a student has an active or provisional CHESSN.
A lamp displays above the Person ID displaying values derived from the Inquiry Student Indicator View. The lamp displays up to 22 characters. Data values over 22 characters is truncated. To view truncated data, select the lamp using the cursor.
A lamp immediately to the right of theOracle Username field indicates whether the person is currently an ACTIVE user or is currently INACTIVE.
A lamp (ADMIN ENCUMBERED) at the top of the Person block displays if the encumbrance is an Administrative encumbrance with the level three effect of revoking services.

Note Icons -
A Note icon alongside the Surname field of the context student indicates that they have a Person Note that can be accessed by the current user.
A note icon alongside the Student Course Attempt record indicates that an Enrolment note, that can be accessed by the user, exists for that Student Course attempt. This may be a Student Course Attempt Note, a Student Unit Set Attempt note or a Student Unit Attempt Note.
If the current user has Note Type restrictions that do not allow them to view a particular Note Type then the Note Icon will not display.

Alternate Exit Icon - Indicates the student has taken an Alternate Exit from the course.
Graduated Icon - Indicates the student has Graduated from the course.
Alternate Exit / Graduated Icon - Indicates the student has taken an Alternate Exit and Graduated from the course.

 

This form is accessed from the main menu.

 

The Person block contains:

  • Person ID
  • Title
  • Surname
  • Given Names
  • Preferred Name
  • Sex
  • Date of Birth
  • Email Address
  • Oracle Username
  • Staff Member check box
  • Encumbered check box
  • Deceased check box
  • Applicant check box
  • Enquirer check box

Buttons

The Student Course Attempt block contains:

  • Course
  • Short Title
  • Calendar Type
  • Location Code
  • Attendance Mode
  • Attendance Type
  • Course Attempt Status

Buttons

Rules/Notes:

Contents

 

 

About This Screen

The screen is divided into two blocks:

 

Person Block

Queries are performed here to retrieve the record of a particular person. Displays information about the person selected by the query. If more than one person was selected by the query, the Person Query Summary screen is displayed, where one of the records can be selected. Alternatively, click on the Find Person icon to display the Find Person screen where more complex queries can be used to locate a person.
Any of the fields in this block can be used as query criteria (except the Encumbered, Applicant and Inquirer check boxs), with Person ID being the most efficient and reliable.
Callista can contain records of past and present students and non-students, such as staff, exam supervisors etc.

Student Course Attempt Block

Displays a list of the student's courses. More information can be viewed for any one of these courses by clicking on the relevant navigation button (see Where To From Here, below).

Where to From Here?

View a picture of the person (where available) - by clicking on the Person Image button .

View the addresses recorded for the person - by clicking on the Addresses button.

View details of the student's courses - by:

View details of the student's fee assessments:

Return to the Callista menus - by clicking on the Exit button on the toolbar. Several screens may need to be closed to return to the menu.

End your inquiry session - by selecting 'Exit Forms' from the 'Action' menu.

Detail in this Form

Person ID - The identification number of a person recorded in Callista. A person may or may not be a student. If the Person ID is known, this is the quickest and most reliable search criterion. A query can also be performed where the person ID is not known by entering known information about the student in any of the other fields in the Person block. Use the wildcard (%) to improve the chances of finding a particular person, especially when correct spelling of names is not known. e.g. To find Jack Thompson, when not sure whether Jack 's real name is John or whether Thompson contains a 'p', it is preferable to enter THOM% in the surname field and J% in the Given Names field, as query criteria. If more than one person meeting these criteria is found, the option is presented to use the Refine Student Query screen to determine which is the correct person. Once the person's ID has been entered, other information such as the person's gender and date of birth are also displayed.

The Find Person Button - Clicking on the button displays the Find Person screen which is used to specify detailed query criteria to assist in locating the record of a person.

Preferred Name - The name preferred by the person. This may or may not be the same as a given name.

Email Address - The 'internal to the institution' email address of the person. Note when using this field for query criteria, it is case sensitive.

Oracle Username - The username of the person, if they are a registered user of Callista.

The Person Image Button - Clicking on the button displays a picture of the person. Where no picture is available, the button is 'greyed' indicating that it is inactive.

Staff Member check box - Indicates whether or not the person is recorded as being a staff member.

Encumbered check box - Indicates that the person currently has an encumbrance applying to them.

Deceased check box - Indicates that the person is recorded as deceased.

Applicant check box - Indicates that the person has a currently active admission application. A zoom can be configured to the Direct Admissions form to allow (subject to security permissions) viewing of the application.

Enquirer check box - Indicates that the person has a currently incomplete admission inquiry record. A zoom can be configured to the Record Admission Enquiry form to allow (subject to security permissions) viewing of the enquiry details.

Addresses Button - Clicking on the button displays the Person Address screen. The addresses recorded for the person are displayed.

Academic History Button - Clicking on the button displays further details of all the student's course attempts in the Student Course Attempt screen.

Enrolled Course Button - Clicking on the button displays further details of the student's ENROLLED courses only in the Student Course Attempt screen (INQF1200).

Student Course Fees Button - Clicking on the button displays details of the student's fee assessments for each of their course attempts in the Student Course Fee Inquiry (FINF9100) screen.

Student Fee Calendars Button - Clicking on the button displays details of the student's fee assessments for each fee period in the Student Fee Calendar Inquiry (FINF9200) screen.

Academic Report Button - Clicking on the button produces an Academic History report (ENRR08M0) for the student.

Exam Timetable Button - Clicking on the button displays details of exam timetables for the student in the Student Exam Inquiry screen (INQF1300).

Message Prefs Button - Clicking on this button navigates to the Person Messaging Preferences Inquiry screen (INQF1400), which displays details of the student's electronic messaging preferences.

Alternate ID button - Navigates to Person Alternative ID (ENRF3010). This button is only enabled when Alternative ID records exist for the person.

Acad Encumbrances button - Navigates to Person Encumbrances (ENRF6310). This button is only enabled when Encumbrance records exist for the Student Course Attempt (It will display only Encumbrances of Category ADMINISTRATIVE..

Correspondence button - Navigates to Outgoing Correspondence (CORF2320). This button is only enabled when Outgoing Correspondence records exist for the person.

Activity Timetable - Navigates to Student Activity Timetable (INQF1500). This button is only enabled when the client has the Callista Attend product installed and Activity records exist for the student.

Course - The course code and version of a course attempt recorded for a student. e.g. The course 'M300.2' is version 2 of course M300.

The Course Details Button - Clicking on one of these buttons displays further details of the selected course attempt in the Student Course Attempt screen (INQF1200). A course attempt is selected by clicking on its detail button.

Calendar Type - Displays the calendar type of the academic period in which the course attempt was applicable. This is relevant to institutions which operate more than one academic calendar. e.g. Institutions with a campus in another country may have an academic calendar specifically for that campus.

Location Code - The location (usually a campus) of the course offer made to the student. Units may have been undertaken at locations other than the course's location.

Attendance Mode - The attendance mode of the course offer made to the student. Typical modes are on-campus, off-campus and multi-modal (a combination of on and off-campus). (Note: the student's derived attendance mode, based on their current enrolment, may differ from the value reported here. To see the student's derived attendance mode, click on the Course Details button for the selected course.)

AttendanceType - The attendance type of the course offer made to the student. Typical attendance types are full-time and part-time. (Note: the student's derived attendance type, based on their current enrolment, may differ from the value reported here. To see the student's derived attendance type, click on the Course Details button for the selected course.)

Course Attempt Status - Indicates the current status of a student's course attempt. Possible values and their meaning are:

Student Course Fees Button - Clicking on the button displays details of the student's fee assessments for the selected course attempt, in the Student Course Fee Inquiry screen.

Award Details Button - Clicking on this button navigates to the Student Course Attempt Graduation and Completion Details form (INQF1220) where graduation and alternate exit details can be viewed.

Last Modified on 15 November, 2006

History Information
Release Version Project Change to Document
9.1.0.0.0.0 1284 - Contingency Projects 2006 Change 'Encumbrance' button to read 'Acad Encumbrance' and associated text
9.0.0.0.0.0 1074 - Notes Extension Added details of Notes icon
8.1.0.0.0.0 1136 - Types of Student Indicator Inquiry Student Indicator View information added to lamp section
8.0.0.0.0.0 1080 - ECU Enquiry Management Four new buttons Alternate ID, Encumbrances, Correspondence and Activity Timetable and descriptions