Prerequisite

Before you can use SOADPMR, you must first define values on the Duplicate Material Rule Code Validation (STVDPMR) page.

Following are the considerations for the set-up and use of the rules:
  • When considering whether or not to assign a material, communication plan processing will first determine if the material has ever been assigned to the person before.
  • If the material has never been assigned to the person, it will be assigned.
  • If the material has been assigned to the person and is still pending, the material will not be assigned, regardless of the module attempting to assign the material.
  • If the material has been printed for the person, plan processing will determine whether the material has a duplicate rule code. Duplicate rule codes are attached to a material on the Material (SOAMATL) page. If the material has no duplicate rule code attached, no duplicates of the material are allowed and the material will not be assigned.
  • If the material has a duplicate rule code, the rule's effective date on the Duplicate Material Rules (SOADPMR) page will be checked. Only rules with an effective date less than or equal to the processing date will be applied.
  • If an effective rule is found for the material, the duplicate rule parameters for the module attempting to assign the material will be checked.
  • The time interval after the most recent date printed for the material will be checked. If the existing material's print date plus the rule's interval days is less than or equal to the processing date, the material may be assigned again, depending on the Within and Across (Term Indicators) and the Override Date. If the date printed plus the interval days is greater than the processing date, the material will not be assigned.
  • If a potential duplicate passes the interval check, the term code being used to attempt to assign the material will be checked against the term code of already printed copies of the material.
  • If the material has already been printed for the same term and the Within (Term Indicator) is checked or Y, the material will be assigned again. If the Within (Term Indicator) is unchecked or N, the material will not be assigned again, unless the Override Date has passed.
  • If the material has already been printed for a different term and the Across (Term Indicator) is checked or Y, the material will be assigned again. If the Across (Term Indicator) is unchecked or N, the material will not be assigned again, unless the Override Date has passed.
    Note: Duplicate rules for the Student module do not include the Within and Across (Term Indicators) because materials assigned by Student module Communication Plan processing all contain the term code “999999”. Materials assigned by Student module plan processing use this code, because student records are effective-term records, not term-specific records.
  • If all other duplicate checking has prevented the material from being assigned, but the Override Date for the module attempting to assign the material is less than or equal to the processing date plus any wait days for the material, the material will be assigned.

The following fields are on this page:

Fields Descriptions
Rule Code associated with the duplicate material rules. When a code has been defined, it cannot be changed. Choices come from the Duplicate Material Code Validation (STVDPMR) list.
Effective Date Effective date for the duplicate material rules. When performing duplicate material checking, if the effective date of a material's duplicate rule is greater than the processing date, no further duplicate checking will be performed and no duplicate material will be assigned. The system date will default to the effective date when a new duplicate rule is added, but may be changed to another date if desired.
Recruiting Interval (Days) Number of days that must pass before new materials are assigned. If duplicate materials are always permitted in Recruiting module plan processing, set this interval to 0 and the Recruiting Within (Term Indicator) and the Recruiting Across (Term Indicator) to checked or Y. Choices are:

0 (default) - A new duplicate rule is added. This value can be changed.

0-999 - Number of days that must pass before new materials are assigned.

Recruiting Within (Term Indicator) Check box that indicates whether duplicate materials are assigned within the same term in the Recruiting module, if duplicate checking is allowed under the rule code for the module.

The Recruiting Within (Term Indicator) will default to unchecked or N when a new duplicate rule is added, but can be changed to checked or Y to allow duplicates within the same term. If duplicates should always be allowed in recruiting module plan processing, interval days should be set to 0 (zero), and both the within term and across term Indicators should be set to checked or Y.

Choices are:

checked (default) - Duplicate materials are assigned within the same term. You can change the value in this field if duplicates are permitted within the same school term.

unchecked - Duplicate materials are not assigned within the same term.

Recruiting Across (Term Indicator) Check box that indicates whether duplicate materials are assigned across terms in the Recruiting module, if duplicate checking is allowed under the rule code for the module.

The Recruiting Across (Term Indicator) will default to unchecked or N when a new duplicate rule is added, but can be changed to checked or Y to allow duplicates across terms. If duplicates should always be allowed in recruiting module plan processing, interval days should be set to 0 (zero), and both the Within Term and Across Term Indicators should be set to checked or Y.

Choices are:

checked (default) - Duplicate materials are assigned across terms. You can change the value in this field if duplicates are permitted within the same school term.

unchecked - Duplicate materials are not assigned across terms.

Recruiting Override Date Duplicate materials are assigned on or after this date. The settings for the Recruiting Interval (Days), Recruiting Within (Term), and Recruiting Across (Term) fields have no impact. If entered, plan processing in the Recruiting module will assign a duplicate material if the processing date plus wait days for the material is greater than or equal to the override date.
Admissions Interval (Days) Number of days that must pass before new materials are assigned. If duplicate materials are always permitted under the rule code in Admissions module plan processing, set this interval to 0 and the Admissions Within (Term Indicator) and the Admissions Across (Term Indicator) to checked or Y. Choices are:

0 (default) - A new duplicate rule is added. You can change the value in this field.

0-999 - Number of days that must pass before new materials are assigned.

Admissions Within (Term Indicator) Check box that indicates whether duplicate materials are assigned within the same term for the Admissions module, if duplicate checking is allowed under the rule code for the module.

This indicator will default to unchecked or N when a new duplicate rule is added, but can be changed to checked or Y to allow duplicates within the same term. If duplicates should always be allowed in admissions module plan processing, interval days should be set to 0 (zero), and both the Admissions Within (Term Indicator) and Admissions Across (Term Indicator) should be set to checked or Y.

Choices are:

checked - Duplicate materials are assigned within the same term.

unchecked (default) - Duplicate materials are not assigned within the same term. You can change the value in this field.

Admissions Across (Term Indicator) Check box that indicates whether duplicate materials are assigned across terms for the Admissions module, if duplicate checking is allowed under the rule code for the module.

The Admissions Across (Term Indicator) will default to unchecked or N when a new duplicate rule is added, but can be changed to checked or Y to allow duplicates across terms. If duplicates should always be allowed in admissions module processing, interval days should be set to 0 (zero), and both the W Admissions Within (Term Indicator) and Admissions Across (Term Indicator) should be set to checked or Y.

Choices are:

checked (default) - Duplicate materials are assigned across terms. You can change the value in this field.

unchecked - Duplicate materials are not assigned across terms.

Admissions Override Date Duplicate materials are assigned on or after this date. The settings for the Admissions Interval (Days), Admissions Within (Term), and Admissions Across (Term) fields have no impact. If entered, plan processing in the Admissions module will assign a duplicate material if the processing date plus wait days for the material is greater than or equal to the override date.
Student Interval (Days) Number of days that must pass before new materials are assigned. If duplicate materials are always permitted under the rule code in General Student module plan processing, set this interval to 0.

(There are no Within Term and Across Term Indicators associated with student module duplicate checking rules because materials assigned by student module plan processing are not assigned for a specific term.)

Choices are:

0 (default) - A new duplicate rule is added.

0-999 - Number of days that must pass before new materials are assigned.

Student Override Date Duplicate materials for student modules are assigned on or after this date. The setting for the Student Interval (Days) field has no impact. If entered, plan processing in the General Student module will assign a duplicate material if the processing date plus wait days for the material is greater than or equal to the override date.