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Block Enrollments

Instructions from the Office of the University Registrar for processing block enrollments.

 

Helpful Note

This is a three-step process. A Class Block is created, and a Student Block is created then they are merged.


Step 1: Create Class Block

Navigation

 Records and Enrollment→Enroll Students→Block Enrollment→Create Class Block

  1. Navigate to the Create Class Block page.
  2. Select the Add a New Value tab.
  3. Complete the following fields:
    1. Academic Institution (may default to OSUSI)

    2. Class Enrollment Block: create an abbreviation of the class block.

      Create Class Block

  4. Select the Add button link. The Create Class Block page will open.

     

    Helpful Note

    The class block will be stored in the user's database when saved and can be reused for future block enrollment requests by selecting Search using Find an Existing Value tab.

    Block Enrollment Classes page

     

  5.  Complete the required information fields:
    1. Create a Description for the Class Enrollment Block. The description should adequately identify the group being created, especially if it is to be reused in the future.
    2. Term
    3. Enroll must be selected as the Action.
    4. Class Nbr- If you don't know the Class Number, you can use the Course Detail link (magnifying glass icon) to search for it in the Schedule of Classes.
  6. Complete additional information/criteria fields, if applicable.
    1. Grading Basis
    2. Units
    3. Crse Count
    4. Related 1
    5. Related 2
    6. Reason
    7. Drop if Enroll
    8. Grade In
    9. Transcript Note ID
    10. Repeat Code

  7. Select the Overrides appropriately with discretion.

     

    Helpful Note

    Use discretion and override appropriately. The most commonly used overrides are Appointment (Enrollment Appointment) Class Limit and Class Permission.

  8. To add additional courses to the block, insert a new row by selecting the Add a new row at 1 link (plus sign icon) and repeat steps 5 through 7.
  9. Select the Save button link.

Step 2: Create Student Block

Navigation

Records and Enrollment→Enroll Students →Block Enrollment→Create Student Block

  1. Navigate to the Create Student Block page.
  2. Select the Add a New Value tab.
  3. Complete the following fields:
    1. Academic Institution (may default to OSUSI)

    2. Student Enrollment Block: Create an abbreviation for the student block.

       

      Helpful Note

      The student block will be stored in the user's database when saved and can be reused for future block enrollment requests by selecting Search under the Find an Existing Value tab.

  4. Select the Add button link. The Block Enrollment Students page will open.
Block Enrollment Classes page
  1. Create a Description for the Student Enrollment Block. The description should adequately identify the group being created, especially if it is to be reused in the future.
  2. Complete the following fields on the Block Enrollment Students page:
    1. ID (OSU Studetn ID)
    2. Academic Career
  3. To add additional students, insert a new row by selecting the Add a new row at 1 link (plus sign icon) and repeat step 6.
  4. Select the Save button link.

Step 3 Merge a Class Block with a Student Block

Navigation

Records and Enrollment→Enroll Students→Block Enrollment→Block Enroll Merge

  1. Navigate to the Block Enroll Merge page.
 

Helpful Note

You may also access this page directly from either the Student or Class Block pages by selecting the Add Merge Process link.

  1. Select the Add a New Value tab.
  2. Complete the following fields:
    1. Academic Institution (may default to OSUSI)
    2. Student Block= Type the name of the block or select the Look up Student Block link (magnifying glass icon) to search for your block.

    3. Class Block = Type the name of the block or select the Look up Student Block link (magnifying glass icon) to search for your block.

      Block Enrollment Merge page
  3. Select the Merge button link.

  4. Select the Submit button link to complete the block enrollment process.

     

    Helpful Note

    This runs the process that merges the student block with the class block. Once the merge is complete, the fields in the Merge Blocks section will become unavialable for entry.

  5. Select the Retrieve button link to view details of the merge and /or any errors that may have resulted. Status will reflect either Success or Errors.

     

    Helpful Note

    This retrieves all the results of the merging process. To narrow the search, enter values for any of the Filtering Criteria. The Block Enroll Detail page will be returned where the results of the selection can be viewed.

  6. Select the Block Enroll Detail tab for more information regarding any errors for a particular student. Errors will appear in the Status column. Select the Detail link to read error message in the Messages section.