Census Summer Processing Script



Project is 95% complete, starting on Mon 9/19/22 and ending on Mon 9/25/23.

In Process [In Process]

95% complete, updated on Mon 5/15/23 2:50 PM by Martin Mejia


EDI_Census_Summer.bat created to run script

EDI_Census_Summer scheduled task created on eapp-pc2


The script checks EDI-GRAD Admis Reviewed


The term will need to be changed manually because this is a summer census script.


The script starts by checking what term is on the documents and it compares it to what the manually entered term. If they are a newer or older term, it is skipped (note: this may want to be changed to accept all terms process previous terms). If it matches the manually entered term, then the script checks to see if they are currently enrolled.


If they are enrolled, they are moved to the record drawer and field 4 is changed to PBAC, then they are archived away. If they are not enrolled the documents are moved to the EDI-Grad OR.


Testing was done on the development server. I moved all the documents in EDI-GRAD Admis Reviewed to EDI-GRAD Admis temporarily. I moved documents into EDI-GRAD Admis Reviewed for testing.  I used old documents in Development but also new documents I copied from Production.

Next steps is to wait for Sam's review and approval of script, then everything can be copied to Production.

Location of logs for EDI_Census_Summer.js:

Box\EAPP\Digital Transformations\Projects\EDI Summer Census Project


Script is located at eapp-pc2 at:



Mon 9/19/22 - Mon 9/25/23
Graduate Studies
OnBase & Perceptive Content ECM Systems / OnBase & Perceptive Content - Issues and Requests (New, Modify, Delete)
IT Projects / DoIT Project
Green - On track
Create a script, similar to the fall/spring scripts, to move transcripts to the correct area in Perceptive Content.
Mon 6/20/22 8:31 AM
Mon 6/26/23 3:26 PM

Project Costs

Is funding already secured for this request?
Funding is not necessary

Project Details

Project Champion
Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP Support
Does your divisional VP support this request?
What would a successful solution look like?
What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
Behind the scenes script that would transfer Graduate Studies summer transcripts to the correct area within Perceptive Content, just as it occurs with fall and spring transcripts.
Is this project mandated or required?
No mandate or hard requirement driving this request
What is the reason for the project being completed by the deadline?
Describe the business requirement or reason for the project deadline.
August 16th is the census date for summer. It would be nice to have the script completed by that time.

Project Impact

How will you measure the impact of this project?
What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
The impact includes reduction of manual labor to transfer these transcripts currently. This would also ensure accuracy and improve operational efficiency.
What are the consequences of not doing this project?
For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
Failure to improve services.
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.
A few
How many students will be impacted by this change?
Select the size of the student population that will be impacted by this request.

Project Resources & Effort

What resources will this project require?
Identify the department and/or individuals that might need to work on this project and the level of effort required (minimal, moderate, extensive/substantial).
Digital Transformation team and Graduate Studies contact, either Jean Arnold or Micah Lehner.
Complexity of Implementation
What is the complexity of the project?
Minimal (minimal system interfaces/impacts/dependencies)
What is the solution type?
The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.
New features in an existing system, moderate breadth/depth


Graduate Studies transcripts currently exist in Perceptive Content but a script was never created for summer transcripts, as it was for fall and spring, to move the Graduate Studies transcripts to the records drawer/queue for students who were admitted and enrolled in summer. This is only students who actually enrolled in summer.

Systems Affected

  1. Perceptive Content


Alternate Manager(s)


Stakeholders (2)

Carrie Adsit
Consulted, Informed
Jean Arnold, original requestor, is retiring February 28, 2022 and said Carrie can be added to this project.
Fri 2/11/22 8:31 AM
Micah Lehner
Consulted, Informed
Back-up for Jean when she retires in February.
Tue 1/18/22 4:01 PM