Restrictions on a student’s record blocking downstream actions (e.g., registration, graduation processing, services), preventing certain actions or services due to outstanding requirements. Governed by active/inactive status. Examples:

Financial holds (e.g., unpaid fees).

Academic holds (e.g., probation).

Administrative holds (e.g., missing documents).

Registration holds (e.g., non-payment, immunization requirements).

BP

Business Partner

Natural person or organizations

Third party payer

CA

Contract account

Holds financial data in contract objects (e.g., tuition, fees) and accounting information (e.g., receivables, payments).

CG

Course Groupings

A course grouping (CG) is a multi-functional object in TSS used to store a student’s majors, minors, Area Studies, Programs of Concentration, and college. An undergraduate student’s college is stored as a CG. CG Objects link up to the student’s SC (see below).

Majors, minors, concentrations, specializations

COT

Contract Object Type

CQ

Internal Qualification

CQ Objects are degrees on Main Campus and can be a variety of awards (certificates, professional certifications, credentials) in DES. CQ Objects are not entered into the record until a student finishes their program.

Degrees or certificates

CW

Credited Work

Credit record in TSS.

D

Event Type

Lives under SM Course Level. Also known as instruction type.

E

Event

Section with scheduled meeting times. Also called a time-dependent event.

EL

Eventless

An EL is a schedule type for a class that does not have a schedule. Also called a time-independent event. Sections without times will be assigned an EL object by the system.

G

Resource

One of the basic elements required for a business event to be scheduled. Resources are reserved by business events when those business events are created (e.g., rooms). 

H

External Person

Person who can be referenced on a TSS object such as an SM but who doesn’t require access to TSS.

L

Location

Includes address, general location, building and room.

O

Organization

Academic unit offering course or program.

Economics or DES

P

Person

Faculty, instructor, or staff member. A user must have a P Object in order to be assigned as an instructor.

R

Resource Types

Resource types identify attributes that could be required for a business event. You assign the actual attributes (resources) required to the individual business events.

Defines what is required/allowed to be assigned to events

SC

Program of Study

Majors or programs. More broad than CG majors. Informs degree level.

Management Science for Main Campus or Certification - Project Management for DES

SE

Event Package

Course grouping in TSS. This is the totality of a course offering in which a student will enroll. Would include all parts of the course (lecture, discussion, etc.).

POLI-005D, 001-000-LE and 001-008-LA (formerly A08)

SM

Module

Course

Econ 101A

ST

Student object

Student

Account Clearing

The process of settling open items (charges/payments) in a student or third-party account.

Account Key

A system identifier that determines which General Ledger (GL) account will receive postings for specific fees or charges. Each unique registration fee with a distinct chart string requires its own account key.

Account Key Grouping

A classification field that organizes account keys into categories based on business needs (e.g., tuition, fines, scholarships).

Auxiliary Postings

Fees that appear in TSS but are calculated externally (e.g., bookstore, parking, housing, library fines) and are uploaded through a batch process. 

Business Partner

Natural persons or organizations.

CH

Check.

Clearing Document

A record generated when open items are cleared or offset in an account. Marks transaction as complete, creates an audit trail, and supports reconciliation.

Clearing Lock

Prevents premature or unauthorized clearing of financial transactions. Controls open items in AR.

Clearing Variant

Configuration that defines rules for automatically clearing open items in financial accounting.

Condition Record

An individual entry in a Condition Table that contains the details for a specific condition, such as a fee amount or price. (values + applicability criteria).

Condition Tab

Database table that stores condition records used to determine pricing or fee amounts.

Contract Account

Holds accounting information.

CP

Cash.

CU

Credit card.

CW

eCheck (ACH), Wire, or International Fund Transfer (ITF).

Clearing Lock

Has a purpose of preventing premature or unauthorized clearing of financial transactions. It is used to control the processing of open items in accounts receivable.

Dunning Lock

Used to prevent specific items or accounts from being dunned.

Fee Classification Group

Groups programs of study (SC) that share the same fee amount and conditions.

Fee Policy

Combination of the refund policies that apply to a specific fee.

Fee Type

Auxiliary postings rely on a Fee Type in TSS that contains all required chart string data. External systems send postings to TSS using the appropriate Fee Type to ensure accurate accounting.

Fee Waiver

To reverse a waiver if a student no longer qualifies, staff delete the waiver and re-run the fee calculation, which posts a cancelling transaction.

Mass Reversal

Used to correct multiple transactions simultaneously based on criteria like document numbers, posting dates, or document types.

Open Item

Transactions that have not been settled through clearing. eg. payments applying to charges, reversing transactions clearing against original transactions. 

Other Fee Data

Used for charges, like orientations fees and course fees, that are assessed to a student based on system triggers in TSS, such as module booking or registration,

(Outgoing) Payment Lock (Refund Lock)

Used to prevent specific open items from being included in automatic payment transactions.

Payment Method Field

Differentiates payment types such as cash, contract, deposit, and financial aid.

Payment Run

A program that generates outgoing postings. One-off runs can be executed for specific students, while mass runs handle lists of students after lock reviews.

Posting Lock

Prevents specific transactions or postings from being made.

Prepayment

Amount paid in advance to cover future charges.

Processing Locks

Includes Posting, Clearing, Outgoing Payment, and Dunning Locks.

Product

Fee assessment method triggered by actions (e.g., registration) through the Payment Run process. 

Reconciliation Key

Groups transactional data before transfer to the GL.

Refunds

Process of returning money due to overpayments or cancellations.

Release Process

To issue a refund, staff must manually remove the lock by locating the line item and assigning a release status or deleting the lock reason.

Reversals

Cancellation or correction of financial transactions.

Sponsor

Third-party organization sponsoring a student by taking responsibility for billing and payment. 

Static Controlling (CO) Determination

Links account keys to chart string elements for tracking.

Statistical Documents

Non-posting records used for reporting.

Student Account Clearing

Clearing variant for student accounts.

Third Party Clearing

Clearing variant for sponsor accounts.

Third Party Payer

Someone the student has designated to remit payment and engage in billing via TritonPay, like a parent or family member. 

Warranties

Guarantees related to payments or services.

Write-Off

Removal of uncollectible receivables.

Admission Application Status

Created: Offer exists but not yet accepted. Approved: Offer accepted. These values are stored as Statuses in the Student File.

Admission Category

UCSD operational category (Admitted, Complete, Decline, etc.).

Admission Code

Tracks completion/conditions (e.g., OUTR – outstanding records).

Academic Group (CG)

Flexible object representing majors, minors, colleges, honors, tracks.

Branch (Main Campus vs. DES)

Determines which Programs of Study the hold applies to. Only one branch may be selected per action.

Equivalency

Describes how coursework, credit, or academic experience earned elsewhere is evaluated and applied to requirements. Determines how credit applies, not whether learning occurred.

Find a Student

For Main Campus, a consolidated operational student record hub used by advisors, student affairs, registrar, and administrators to locate records, verify identity, assess academic status, review enrollment, investigate actions, monitor incoming students, and access dependent tools. Note: This will not be available for DES. 

Hold

A control applied to a student’s Program(s) of Study that blocks downstream actions (e.g., registration, graduation processing, services). Governed by active/inactive status.

KeyDate

A date used to view data at a specific point in time. Should be used in display mode only—editing with a KeyDate can overwrite future data and have severe unintended consequences.

Mobility

Describes how students move through programs, requirements, and systems over time, including transfer, credit by exam, special studies, and approved exceptions.

Module/Event

Course and section structure used for booking/enrollment.

NCRV Classification

Identifies how a student participates in an academic session (e.g., New, Continuing, Returning, Visitor). Used for reporting and operational processes.

Program of Study (SC)

The student’s primary academic program container.

Program of Study Dependency

Holds and statuses require at least one Program of Study; person-only records cannot receive them.

Selection Method / Selection Variant

Reusable query logic used in mass transactions to define student populations.

Sessional Registration

Term-level registration that establishes active student status.

Specializations

The tab where Academic Group (CG) objects (majors/minors/college) are assigned.

Status

Informational or eligibility flag. Stores aspects of the student record used to trigger various processes. Examples of statuses include the UCSA/UCGPC opt-out statuses, various steps of the application process, sessional registration statuses, health fee waivers, training completion (e.g. MIST), TB immunization compliance, CalVet waiver eligibility, academic probation/notice status, and 1098T electronic delivery consent. Similar to GP PERSDATA but the statuses represent more complexity and configuration than our legacy data codes. Active = enforced regardless of date; Inactive = not enforced even if within date range.

Student File

Operational record including admissions, registrations, specializations, holds, and academic work.

Student Master Data (SMD)

Authoritative system of record for student identity, demographics, contact information, compliance attributes, and related persons.

Validity Dates

Allows multiple time-bound versions of data on a single tab to preserve historical accuracy. DO NOT CHANGE VALIDITY DATES OUTSIDE OF DISPLAY MODE.

Academic Integrity Requirement Hold

Hold related to pending academic integrity processes.

Academic Level Restriction

Enrollment rule based on undergraduate/graduate/professional level.

Academic Units

Unit value assigned to a booked course.

Academic Work Overview

TSS view where course bookings are displayed.

Add Deadline

For Main Campus, final date to add a course without special approval. Note: DES has registration start/end dates that dictate the enrollment period on the event level. 

AL Code

Broad pre-authorization code functioning as multiple bypasses.

Attempted Credits

Credits associated with a course booking.

Back-Date Enrollment Change

Booking update made effective as of a past date.

Booking

In TSS, this refers to what we have traditionally called class enrollment.

Booking Appointment

Assigned time when booking access opens for an individual student or group of students. .

Booking Canceled

Status indicating the booking was canceled.

Booking Check

The system validation that determines if a student can book a course.

Booking Error Message

Message displayed when booking is blocked or flagged.

Booking History

Record of all booking attempts and outcomes kept by TSS.

Booking Hold

Hold preventing booking or changes to course bookings.

Booking Record

The stored record for a student in a course or section.

Booking Rule Message

Message shown when a booking rule is triggered.

Booking Status

Status showing the current state of the booking record.

Booking Time Limit

Booking rule controlling when booking-related actions are allowed.

Booking Window

Assigned time period in which a student is allowed to book. There are 13 total booking windows:

Incoming First-Year (INF), Incoming Transfer (INT), Incoming Priority (INP), Pre-Pass (PRE), Priority (PRI), First-Year (FRE), Sophomore (SOP), Junior 1 (JUN1), Junior 2 (JUN2), Junior 3 (JUN3), Senior 1 (SEN1), Senior 2 (SEN2), and Senior 3 (SEN3).  

The incoming appointments are assigned to incoming students, Pre-Pass is assigned to a select group of students who qualify via the math placement exam, and the rest are described below. 

Cancel Entire Module Booking

For Main Campus, staff action that drops the student from the course completely. Note: DES functions at the event level, students are not booked into SM's, they can only be enrolled/dropped/cancelled at the E/EL level. 

Cancel Event Booking

For Main Campus, staff action that drops only one section/component of a course. Note: DES functions at the event level, students are not booked into SM's, they can only be enrolled/dropped/cancelled at the E/EL level. 

Cancel Reason

Code identifying why a booking was canceled.

Cancellation Date

Effective date of the course drop/cancellation.

Change of Program

TSS action that creates a new session registration tied to a new program of study.

Class Level Restriction

Booking rule based on FR/SO/JR/SR or similar classification.

Co-requisite

Course that must be taken at the same time as another course.

Co-requisite Warning

Message shown when a student is conditionally booked without the required co-requisite.

College Hold

Hold manually placed for undergraduate students by a college.

College Restriction

Booking limited by college affiliation.

Complete Registration Hold

Full block preventing self-booking.

Conditional Booking

Temporary booking allowed even though a required condition is not yet fully met.

Course Attempt Limit

Restriction on how many times a student may take a course.

Create Module Booking

TSS booking dialog used to book a student into a course.

Credit Type

Type/category of credit associated with a booking.

Department Approval

Approval required from the department before booking can proceed.

Department Hold

Hold manually placed by an academic department.

EL Code

Pre-authorization code for bypassing enrollment limit restrictions. NOTE: not the same as “Eventless,” as referenced above.

Earned Credits

Credits successfully completed and awarded.

Error Code Description

Internal label describing the booking error for staff configuration.

Event

In TSS workflow, used to refer to a section or class meeting component.

First Pass

Initial booking period allowing limited unit enrollment and no waitlisting.

Freshman (FRE)

Undergraduate booking window category based on low completed quarters/units.

Incoming 1st Year (INF)

Booking window category for new first-year students.

Incoming Pre-Pass (PRE)

Manually assigned early booking window.

Incoming Priority (INP)

Priority booking category for certain incoming students.

Incoming Transfer (INT)

Booking window category for new transfer students.

Key Date

Specific effective date used when evaluating or assigning booking windows.

LA Code

Pre-authorization code for bypassing add deadlines.

Late Enrollment

Booking request submitted after the regular add period.

Major Restriction

Booking limited to students in certain majors.

Manual Assignment

Staff-assigned booking window or other booking setting.

Manual Booking

Staff-booked course booking performed directly in TSS.

Max Repeats

For Main Campus, limit on repeated bookings for the same course. Note: At DES a student is not allowed to enroll in an E/EL for the same term but can retake a course as many times as they desire. 

Minor Restriction

Booking limited minor affiliation where applicable.

Missing Booking Window Report

Report identifying students missing an expected booking window assignment.

Module

Course.

NCAA Scholar Hold

Hold applied to student athletes.

PAE Hold

Hold affecting Physician Assistant Education (PAE) students.

Performance Index

Value used in a report or rule to categorize students for booking windows.

Post-Date Enrollment Change

Booking update made effective as of a future date.

Post-Deadline Enrollment

Manual or approved enrollment after the normal booking window closes.

PR Code

Pre-authorization code for bypassing prerequisites.

Pre-Authorization

Approval allowing a student to bypass certain prescribed enrollment restrictions.

Prerequisite

Requirement that must be completed before booking a course. Usually refers to another course or equivalent test score.

Priority (PRI)

Booking window category for students with priority enrollment.

Program Change

Change to a student’s academic program that may affect registration and booking setup.

Program Content

Student File area used for manual booking actions.

RE Code

Pre-authorization code for bypassing restrictions.

RP Code

Pre-authorization code for bypassing repeat restrictions.

Schedule Conflict

Error caused by attempting to book overlapping courses.

SE Code

Pre-authorization code for bypassing the waitlist.

Second Pass

Later booking period allowing additional units and waitlisting.

Separate Waitlist

Distinct waitlist used for a specialized process, such as DES concurrent enrollment.

Session Registration

Registration into a term or quarter, separate from course-level booking.

SOM Hold

Hold affecting School of Medicine students.

Sophomore (SOP)

Undergraduate booking window category for sophomore-level students.

Standard (STD)

Shared standard booking window used by many non-undergraduate populations.

Standard Booking

Booking period after pass-based booking windows, with higher unit limits.

Status

Student record indicator that may affect booking behavior.

Student Record Locking

Temporary inability to book because a user is editing the student record.

Term Audit

Student-level view showing all add/drop activity for the quarter.

Test Prerequisite

Requirement based on a placement exam or qualifying score.

Triton Enrollment Authorizations (TEA)

TEA allows students to request a pre-authorization for a course, as well as let a departmental staff member review and make a decision on the request. Replaces EASy.

Two-Pass Enrollment System

UCSD booking structure that gives students two course enrollment windows.

Unit Limit

Maximum number of units a student may book during a given pass period (for instance, students can only book up to 11 units in Pass 1).

Unit Limit Exception

Approved request allowing booking above the standard maximum.

Waitlist

Queue of students waiting for a seat in a full course.

Waitlist Availability

Time period during which students are allowed to join a waitlist.

Waitlist Disabled

State where students cannot join the waitlist.

Waitlist Processing

System action that moves eligible students from the waitlist into booked status.

Waitlist Toggle

Manual staff action to turn waitlist access on or off.

Academic Integrity Violation (AIV)

A flag indicating a suspected academic misconduct case.

Academic Record

Official record of courses and grades.

Academic Scale

Grading Option.

Appraisal

Grade.

Appraisal Status

System label showing the grading state of a student record.

Audit Trail

Record of grade changes and actions taken in the system.

Authorized Grader

User allowed to enter grades but not publish them.

Bulk Grade Entry

Entering grades through spreadsheet import rather than manual entry.

Course Instance

A specific offering of a course in a given term.

D Object

Instruction Type.

E Object

Class or Section that does have a schedule.

EL Object

Class or Section that does not have a schedule.

Fail Conversion

Automatic conversion of unresolved grades to Fail after a set time.

Final Grade

The calculated or translated grade that appears on the student's official record.

Grading Option

The grading format selected by the student (e.g., Letter, P/NP, S/U).

Grading Time Limit

Window for entering and changing a grade.

Import/Export Appraisals

Tool for uploading or downloading grades via spreadsheet.

Input Grade

The grade initially entered by the instructor or grader.

Instructor of Record

Official instructor responsible for reviewing and publishing grades.

Latest Results

Student interface displaying recent course outcomes.

Missing Grades Report

Report showing sections or students without submitted grades.

Module/SM Object

Course.

Notes / Reason for Change

Required explanation when modifying posted grades.

Organizational Unit

The academic department or unit responsible for a course. Represented in the system by an O Object.

Section

A specific scheduled instance of a course (lecture, lab, etc.).

Student Overview

Student portal area showing academic progress.

Transcript Impact

The effect of posted grades on GPA and academic standing.

Academic History

Internal record of completed courses and outcomes visible in TSS.

Auto-Send

Automated transcript delivery to partner institutions.

Automatic Transcript Delivery

System-driven transcript distribution triggered by a request.

Bulk Transcript Processing

Generating multiple transcripts at once for institutional needs.

Certificate

Credential awarded for completing a defined program or course series.

Certificate Printing Tool

Tool used by Registrar staff to generate certificate or diploma print files.

Certificate Reporting Tool

TSS tool used to generate transcript or verification reports.

Cirrus

Vendor used by Main Campus for allowing students to authenticate using their Social Login credentials when ordering transcripts or verifications.

College Honors

Honors recognition granted by the college.

Course Repeat Indicator

Marker showing a course was repeated- this is supposed to be disappearing in TSS. Legacy transcripts will still display these values

Current Term Template

Diploma format used for graduates from the current term.

Custom Transcript Text

Institutional notes or explanations displayed on transcripts.

Departmental Honors

Academic recognition granted by a department.

Diploma Template

Predefined formatting used for printing diplomas.

Disciplinary Notation

Record of disciplinary action that appears on a transcript, when required.

eMarket

UCSD system used to request and process payments for replacement diplomas.

Enrollment Verification

Document confirming a student’s enrollment status.

GPA Visibility

Configuration determining whether GPA appears on transcripts.

Order File

File generated from TSS and sent to vendors for printing or fulfillment.

Paradigm

External vendor responsible for printing and mailing diplomas. Subject to change.

Parchment

External vendor used for requesting and delivering transcripts. Subject to change.

Previous Degrees

Degrees awarded before the current academic program. Typically, only used by Main Campus for graduate and professional students.

Print File

Data file used by a vendor to generate physical documents.

Prior Term Template

Template used for graduates from previous terms.

Repeat Code

Code identifying how repeated coursework is counted toward GPA see note above.

School-Specific Template

Template customized for a particular school or program.

Transcript Fulfillment

Process of generating and delivering a transcript after a request.

Transcript Request

Student-initiated process to obtain an official transcript.

Transfer Credit

Credit awarded for coursework completed at another institution.

Advancement to Candidacy

Formal milestone indicating a graduate student is eligible to complete degree requirements.

Alumni Status

Status applied to students after degree conferral.

Automated Audit

System-generated check of program completion requirements.

Candidacy

Status confirming that a graduate student has met preliminary requirements for degree completion.

Cumulative Units

Total units completed by the student.

Degree Audit

Automated or manual process verifying completion of academic requirements.

Degree Completion Status

Indicator of whether a student has finished their program requirements.

Degree Conferral

The official act of awarding a degree in the system.

Duplicate Certificate Prevention

System rule preventing multiple certificates from being issued for the same program.

Eligibility Audit

System check to determine if a student qualifies for graduation.

Graduation Assessment

System-generated evaluation of a student’s eligibility to graduate.

Graduation Record

The system record used to track a student’s graduation process.

Graduation Request

Student-initiated action to begin the graduation process.

Graduation Workflow Trigger

Event that starts automated processes such as audits or deregistration.

Manual Review

Staff verification of requirements not handled automatically.

Mass Conferral

Process used to award certificates or credentials to multiple students at once.

MyRequests

Student-facing portal where students submit graduation requests.

Post-Graduation Restriction

System rule preventing students from enrolling after graduation.

Program

Academic degree program in which a student is enrolled.

Program Deregistration

Removal of a student from their academic program after graduation.

Qualification (CQ)

The official degree or credential awarded to a student.

Repeat Logic

Rules determining how repeated courses impact GPA calculations.

Requirement Audit Run

System process that evaluates completion of program rules.

Requirement Validation

Process confirming that degree requirements are met.

Senior Residency Requirement

Minimum number of units that must be completed “in residence” at UCSD in final terms before graduation.  Not to be confused with CA Residency for tuition purposes, used for fee calculation.

Specializations

System category where majors, minors, and concentrations appear.

uAchieve

Degree audit system used to verify completion of program requirements.

Academic Lifecycle

The sequence of academic states a student moves through during their program (admission → progression → graduation).

Academic Notice (AN)

Early academic warning indicator. This is a new term used instead of Academic Probation.

Academic Standing

Institutional classification based on academic performance and progression outcomes.

Academic Work Update

System update reflecting new academic activity affecting calculations.

Calculation Points

System events that trigger progression recalculation.

Disqualified (DQ)

Status indicating removal from the academic program due to academic performance.

Good Standing (GS)

Status indicating the student meets institutional academic requirements.

Governance Model

Institutional rules controlling how progression outcomes are calculated and applied.

Graduate Probation Tiers (PRG / PRP / PRM)

Population-specific probation classifications for graduate programs.

Grade Posting Trigger

Progression recalculates when grades are posted or changed.

Honors Eligibility

Criteria determining qualification for honors distinctions.

Performance Index Framework

Standardized calculation structure used by TSS to determine results such as GPA and standing.

Population-Specific Governance

Different progression rules applied to different student populations (UG, Graduate, Professional, DES).

Program Type Progression (PTP)

The process of advancing a student through their Program of Study, calculating class level, academic standing, GPA, some honors, and part-time/full–time status. PTP benchmarks and values are stored in performance indices.

Progression

The movement of a student through academic status milestones based on calculated results. For instance, an undergraduate student goes from being a Freshman to a Sophomore after they complete 45 or more units.

Recalculation

Automatic update of progression outcomes when triggers occur.

Retroactive Add/Drop

Enrollment adjustments made after the original transaction period that trigger recalculation.

Scheduled Job Execution

System process that periodically recalculates progression outcomes.

Scheduled Progression Job

Automated background process that runs progression calculations at defined intervals.

Subject to Disqualification (SD1/SD2)

Escalating warning levels indicating risk of dismissal.

Trigger

Object that initiates a change in a student record when a condition is met.

Unit Change Trigger

Progression recalculates when course unit values change. A type of Trigger.

Academic Calendar

Different functional areas (UN, GR, MD, PH, DES, PAE) have a separate calendar to manage time limits and session-based actions effectively.

Academic Scale

The same as the grading scale.

Additional Time Limits

Custom deadlines, such as drop/add deadlines or grading periods, that impact student records and administrative processes.

Appropriation

A budgeted allocation of funds associated with a specific Contract Object Grouping, enabling financial oversight in grants and sponsored programs.

Booking Window

A period of time when a student or student group is allowed to book courses.

Callup Point

A predefined checkpoint within a TSS process where the system performs a rule-based check to determine whether a student’s status or hold should block an action. The system evaluates status indicators (e.g., holds) on a given key date and prevents action if needed. Examples: Blocking course registration if a student has an unpaid financial hold. Preventing graduation processing if degree requirements are not met.

Condition Table

A structured table that stores condition records used to determine pricing, fees, or transaction-based values based on predefined criteria. Functionality includes storing attributes (student level, term, program, residency status), retrieving values during transactions, and applying rules. Examples: Determining tuition based on residency and program. Assigning discounts or waivers based on eligibility.

Contract Object

A financial element that links an account key to a Contract Object Type, allowing it to be included in broader financial groupings for grants and appropriations.

Contract Object Grouping

A collection of contract objects tied to an appropriation to determine how funds are allocated and managed.

Contract Object Type (COT)

A classification system that categorizes contract objects before grouping for financial tracking and reporting.

COTGrouping

Defines posting rules that control which fee types a grant can pay and the priority of payment. Analogous to the Application Priority field in TSS.

Disbursement

The process of distributing funds (grants, loans, or scholarships) to student accounts to cover tuition, fees and other charges.

Document Type

A classification used to track deposits and control which charges they can be applied to. Example: Housing deposits link to Housing Main Transaction (9100) so payments apply only to housing charges.

Evaluation

Grade.

Externally Managed Grants

Financial aid funds managed through external systems (e.g., ProSAM, FSPT), with disbursements triggered by inbound integrations.

Funding Methods

A feature used to track payments from internal departments (recharges) or third parties and shift liability from the student account. Also, used when payment is expected but not yet received.

Grant Master Record

A central record that controls fund disbursements and documents the funding agreement between a sponsor and the grantee organization.

Instructional Scheduling Assistant (ISA)

This is a central campus tool to assist all academic units, departments, and programs with managing classes, planning class schedules, communicating with instructors, and receiving approval for Summer Session course offerings and instructors.

Internally Managed Grants

Funds configured directly in TSS with disbursement schedules controlled within the system.

Main Transaction

A categorization that links specific charges to designated payment types.

Statuses

Indicators of a student’s standing that provide context but do not impose restrictions. Examples: Registration statuses (e.g., on leave, withdrew).Academic statuses (e.g., good standing, probation).Degree statuses (e.g., graduated).Admission statuses (e.g., pending, approved). Also refers to a group of values stored in the Student File.

Time Limit

A predefined timeframe governing academic and administrative processes.

Examples:
0100 Standard Duration of Quarter
0200 Instruction Period
0300 Course Booking

Instruction Type

D (Event Type)

Describes instructional approach (Lecture, Lab, Seminar, etc.)

Delivery Mode

D (Event Type) 

Defines overall delivery (in-person, online, hybrid, etc.)

Meeting Modality

E (Event)

Defined as an event with a schedule. 

EL (Event)

Defined as an event without a schedule (fully remote.)

Meeting Type

Time Slot (E)

Defines purpose of a specific meeting (Final, Midterm, Review, etc.)

Person

P

An instructor or assistant who exists through UCPath.

H

An instructor who is a non-UCPath instructor. Not used by Main Campus.

O

Organization

Academic units (schools, departments, colleges)

SC

Program of Study

The student’s academic program (major/program)

CG

Course Grouping

Program components (majors, minors, colleges, specializations)

CQ

Qualification

The credential awarded (degree/certificate)

SM

Module (Course)

Individual courses