аЯрЁБс>ўџ @BўџџџAџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџџьЅС#` №ППbjbjЁЁ 8&УУБ џџџџџџЄ$ 8D ` $#ьˆ ˆ ˆ ˆ ˆ c c c ЂЄЄЄЄЄЄ$hw‚Ш–c c ––Шˆ ˆ лнjjj–‚ˆ ˆ Ђj–Ђjjjˆ | @IsУКШ jjЂѓ0#jљ‚–љjљj8c „ч ^jE L‘ c c c ШШRc c c #––––$$$„Ј d$$$Ј $$$џџџџ Requesting a Record / Transcript The purpose of this training exercise is to demonstrate how to request a record or transcript using the TREx system. In order to request a record or transcript via TREx, you will need to be logged in to TREx as the role of a registrar. For the purpose of this demonstration, we are logged in as a Travis HS registrar. In order to do this, you will select the link named Request a record or transcript. You can find this link in the Requests area of the Home Page. The first step is to enter the student’s information. Three fields on this page are required which is indicated by the asterisk. These required fields are the student’s first and last names and date of birth. You also have the option of entering the student’s middle name, suffix, gender and student number. As an example, to request a record for Seventh Seven, you would enter her first and last name in the appropriate fields. The date of birth has been entered numerically using a slash as a separator but there or more formats that are acceptable. Please consult the online help or your user guide to review these formats. You can also indicate the urgency of this request by selecting either End of Term or Immediate. Now that at least the required fields have been completed, you can go to the next step by selecting the Next button. You will notice that there are three methods by which you could select the recipient of your request, and these methods are represented by the highlighted tabs: the Most Frequently Used Institutions tab, the Search for an Institution tab, and the PID Results tab. By now, you are familiar with selecting recipients, but you will notice in this example that this page did not default to the Most Frequently Used tab. This will be the case if you have not used the system for a particular process. In this case, our institution has not requested a transcript yet, and therefore, no institutions are populated on the Most Frequently Used tab. You would use the Search for an Institution tab if you needed to search for the school from which you are requesting Seventh Seven’s record. Again, based on earlier training modules, you are familiar with how to search for and select a recipient. The final tab is the PID Search Results tab. When selecting the recipient of a student record request, it is recommended that you first check the PID Search Results tab because this will display the most current enrollment history for a student. For example, the PID Search Results show Pearce High School as the most recent school in which Seventh Seven was enrolled. Therefore, you will choose the recipient of your request by clicking the Select link next to Seventh Seven’s PID Search Result. Pearce High School will be the recipient of this request, and once that school has been selected, you can go to the next step which is to confirm this transaction. Once you have confirmed that you have entered the appropriate student information and selected the intended recipient of this request, you can send the request by selecting the Send button. From this step, you can choose to access the tracking number for this transaction, print the results of this transaction, request another record, or select the Done button which will take you back to the TREx Home Page. At this point, you have completed the process of requesting a student record. Because the institution to which you sent this request has not taken any action to fulfill or reject the request, your request for Seventh’s record is pending. In order to view your pending requests, you can select the View pending outbound requests link. And you see the list of pending requests for Pearce High School. In this case, there is only one pending request. Given the appropriate circumstances, you may select your pending request and either edit and resend it or recall it. 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