Credential Checklist Summary for Multiple Students

The Credential Checklist Summary dialog allows a user to download the Credential Checklist Summary for the selected multiple students in excel format.

Secured By

To have access to this function, the user must have:

access to the student credential data as per data_access_rules and
the PASIprep Level 06 Permission - View Courses and Marks and view access to Manage Credentials

Search Screens

The user will first have to search for the list of Alberta Student Numbers to generate credential checklists for in one of the following screens:

List Student Credential Progress

Selecting the ASNs in the grid from one of these screens and clicking on the Generate Documents… button will allow the user to select the 'Credential Checklist Summary' option from the dropdown list containing the excel report.

Generate Checklist Controls

The following controls are used to generate the credential checklists:

Control	Behavior
Credential	Required selection Contains a list of Credential Types Only the Credential Types that have at least one Credential Requirement Set that is current (as defined by the code relationship to CurrentRequirementSet (Credential Requirement Set Category)).
Requirement Set to Generate	Required selection The Credential field must be selected before this dropdown is populated. Once the Credential field is selected, this dropdown lists all the Current Credential Requirement Sets for that Credential. The content of this drop down list will be updated when the Credential selection is changed.
Generate	The [Generate] button is only available if there are students checked in the List Student Credential Progress. Pressing the [Generate] button will trigger the following processing: The Get Credential Requirement Checklist service will be called to generate the excel Request Info used: ASNs – Use the ASN of the student checked in the grid Credential Type – as selected in the dialog Requirement Set – as selected in the dialog The xlxs generated are placed in a ZIP file ZIP file name: CredentialChecklistSummary{Current date/time}.zip One file in the ZIP is named based on the dialogue selection File name format: {Organization ID}.{School ID (if applicable)}.{Credential Type}.{School year}.{current timestamp}.pdf Unprocessed students due to a rejection will appear in the process summary report; user must resolve each unprocessed issue manually before their Credential Checklist can be re-attempted using this dialog screen.
Cancel	This closes the Credential Checklist for Multiple Students dialog and returns the user back to the page that they were previously on.

Processing Summary Report

The Processing Summary Report will be produced and included in the zip. file containing the Credential Checklist Summary xlsx.

The Processing Summary report will contain the following information:

number of records processed successfully,
a summary of errors.

Processing Summary Report Fields

The following information is available in the Processing Summary report:

Field	Data Format	Description
Summary of Records Processed	Text	Number of records processed successfully and total number of records processed. Appears on the first line of the report.
ASN	ASN	ASN of the Student
Last Name	Text	Last Name of the Student’s Legal Name
First Name	Text	First Name of the Student’s Legal Name
Status	Text	This report is populated with the rejection messages from the Get Credential Requirement Checklist during generation if there is an issue with the generation of the student’s checklist.

Change History

Release 9.19 Feature 13774 - added

functionality, pasiprep, credential

PASI Knowledge Base

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