Purpose

To Rollover multiple Unit Offering Patterns and their Unit Offering Options in batch mode.

SubSystem

Course Structure & Planning

This process rolls Unit Offering Patterns and their attached Unit Offering Options, Assessment Items, BAPs and BAP members, Teaching Responsibility Override and user defined data, from one Teaching Calendar Instance to another, for all or a specific Organisational Unit.

Note: Unit versions exist independently of the calendar structure, i.e. they continue to be 'current' unless expired or end dated. Unit Offering Patterns and Options however are tied to particular Teaching Calendars. For a unit available in one Teaching Period, to be 'available' in another Teaching Period, it must have Unit Offering Patterns and Options created in the new Teaching Period. The new Offering Patterns and Options could be keyed in individually, however the Rollover Unit Offering Pattern and Unit Offering Option process (CRSJ0020) can be run to copy the Unit Offering Patterns and Options from all of the units associated with the old Teaching Calendar to the new Teaching Calendar.

This job will create new Unit Offering Patterns, Unit Offering Options, associated Assessment Item records, BAPs and BAP members, Teaching Responsibility Override, and any user defined data, where all details of the existing Pattern are duplicated for a new Calendar Instance. The following must be considered:

• Source Calendar must be the same type as the Destination Calendar (TEACHING).
• Destination Calendar must exist and be 'ACTIVE'.
• If any individual Unit Offering Patterns and Options have already been rolled over (via CRSF2310) to the same destination Calendar Instance before this job is run, these remain and are not overwritten. They are merged with the Patterns and Options created by this job.
• (Optional) Use the ‘Include Expired Unit Versions’ check box, if required, also rolls over data for expiry-dated unit versions.
• (Optional) Use the ‘Include Expired Unit Versions with Expiry Date Greater Than’ field, if required, to specify the expiry date range to be used instead of tying the date range to particular calendars.
• The data that is rolled over into the new Unit Offering Pattern is listed in Course and Unit Rollover Processes.

Note: Rollover of a specific Unit Offering Pattern is performed manually in the Unit Offerings (CRSF2310) form, by adding a new Unit Offering Pattern.
Creation of a new version of a unit is carried out via the Duplicate Record Above function using CRSF2210 - Maintain Basic Unit Details.

The Roll-Over Unit Offering Options block contains:

Parameters Tab

• Source Calendar (LOV)
• Destination Calendar (LOV)
• Organisation Unit (LOV)
• Include Expired Unit Versions (check box)
• Include Expired Unit Versions with Expiry Date Greater Than

Button

• Calendar - a pop-up calendar to select date

Rules/Notes:

Validations include:

• Either ‘Include Expired Unit Versions’ or ‘Include Expired Unit Versions with Expiry Date Greater Than’ fields can be set, but not both.

Job parameters are used to:

• Select the Source Calendar from the List of Values (LOV). This is the Calendar for existing Unit Offering Options. It must be of the same type as the Destination Calendar.
• Select the Destination Calendar from the LOV. Unit Offering Options will be rolled over to this Calendar. The Destination Calendar Instance must exist and be ACTIVE.
• Optionally, select the Organisational Unit from the LOV. This is the Faculty, School or other Institution defined Organisational Unit which 'owns' this Unit Offering. The default (%) symbol represents all Organisational Units.
• Include Expired Unit Versions check box. This enables an option of also rolling over data for expiry-dated Unit Versions. The default value is ‘N’ (unchecked). Selecting ‘Y’ (checked) causes the rollover of any expiry-dated Unit Versions in the source Teaching Calendar, in addition to the Unit Versions that are currently rolled over.
• Include Expired Unit Versions with Expiry Date Greater Than <specified date>’ enables the user to determine the expiry date range to be used rather than tying the date range to particular calendars. Using this parameter causes all expiry-dated unit versions in the source Teaching Calendar, with an Expiry Date greater than the specified date to be rolled over, in addition to the Unit Versions that are currently rolled over. The Specified Date field uses standard Callista date parameter functionality; i.e. it has an adjacent Calendar icon that will invoke a Calendar pop-up.

Rules/Notes:

This job is run in batch mode through the Job Control & Scheduling Subsystem. It would normally be run when curriculum for a new Teaching Period has been agreed.

Label

Field Source

Field Type

Format Mask or Length

Comments

Include Expired Unit Versions

Job Parameter variable p_include_expired_ uv_ind

Check box

Varchar2(1)

Default is 'N'. See Validation above

Include Expired Unit Versions with Expiry Date Greater Than

Job Parameter variable p_expired_uv_dt

Text (with Date Button

Varchar2(10)

Default is 'N'. See Validation above

Added 'user defined data' to intro section, and updated the intro section with additional information.