Transcript Summary section

The purpose of this section is to provide a summary view of the electronic transcripts that have been queried according to criteria supplied in the Key block fields. You may scroll among the records using the Next and Enter functions. In addition, selective queries may be performed for any field or combination of fields in this section of the main window.

The user may initiate one of seven available functions by selecting the appropriate Options Menu item:
  • ID, Names and Addresses (SPAIDEN)
  • Messages (GUAMESG)
  • View Transcript
  • Route Transcript
  • Transcript Detail
  • Prior College Information (SOAPCOL)
  • Admissions Checklist Summary (SAAACKL)
Fields Descriptions
Last Name The Last Name field displays the last name associated with the electronic transcript record. When an asterisk (*) displays to the left of the last name, it indicates that the name being displayed is from the transcript record as received. After the transcript record is associated with an existing person in Banner, the asterisk no longer displays, and the name displayed matches the Banner person record.

To perform a search for possible matching Banner records, select the Verify ID item from the Options Menu (or go to the next section). This will display the Common Matching Entry (GOAMTCH) page where you can run the common matching process to determine if the transcript can be matched to an existing Banner record.

First Name The First Name field displays the first name associated with the electronic transcript record. When an asterisk (*) displays to the left of the last name, it indicates that the name being displayed is from the transcript record as received. After the transcript record is associated with an existing person in Banner, the asterisk no longer displays, and the name displayed matches the Banner person record.

To perform a search for possible matching Banner records, select the Verify ID item from the Options Menu (or go to the next section). This will display the Common Matching Entry (GOAMTCH) page where you can run the common matching process to determine if the transcript can be matched to an existing Banner record.

Middle Initial The Middle Initial field displays the middle name associated with the electronic transcript record as received. When an asterisk (*) displays to the left of the last name, it indicates that the name being displayed is from the transcript record as received. After the transcript record is associated with an existing person in Banner, the asterisk no longer displays, and the name displayed matches the Banner person record.

To perform a search for possible matching Banner records, select the Verify ID item from the Options Menu (or go to the next section). This will display the Common Matching Entry (GOAMTCH) page where you can run the common matching process to determine if the transcript can be matched to an existing Banner record.

ID The ID field displays the identification number associated with the electronic transcript record. When an asterisk(*) displays to the left of the last name, it indicates that the ID Number is from the transcript record as received. After the transcript record is associated with an existing person in Banner, the asterisk no longer displays, and the ID Number displayed matches the Banner ID from the General Person Identification (SPAIDEN) page.

To perform a search for possible matching Banner records, select the Verify ID item from the Options Menu (or go to the next section). This will display the Common Matching Entry (GOAMTCH) page where you can run the common matching process to determine if the transcript can be matched to an existing Banner record.

Sender The Sender field displays the code associated with the institution that sent the electronic transcript record. When EDI trading partner agreements are established, sending institutions inform the receiving institution of the type of code that will be transmitted for identification purposes (FICE, ACT, IPEDS, etc.). The Sender field may be used as search criterion if Enter Query mode is selected.
Received Date The Received Date field displays the system date on which the electronic transcript was received.
Status The Status field displays electronic transcript routing status codes which have actions of pending or complete, depending on the value of the Pending or Complete indicator which is specified for searching records in the Key block.

When the Key block Pending or Complete indicator is Pending, all pending routing status codes for all transcripts (if status is null in the Key block) are displayed. If a specific status is entered in the Key block, only transcripts with that pending status are displayed.

When the Key block Pending or Complete indicator is Complete, and the Key block Status field is null, only a single record will be displayed for a transcript for which all existing routing statuses have been completed. The record displayed, is the record with the maximum existing routing status code (maximum in terms of alphabetical order).

When the Key block Pending or Complete indicator is Complete, and a specific status is entered in the Key block, only transcripts with that complete status are displayed. The Status field may be used as a search criteria if Enter Query mode is selected.