Peoplesoft Campus solutions

Peoplesoft Campus solutions

Introduction to PS for Campus Solutions

Understanding PeopleSoft Enterprise Architecture and Security

Navigating Through the PeopleSoft Enterprise System

Signing Onto the PeopleSoft System
Navigating Through the System
Maximizing Navigational Efficiency

Understanding Relational Database Tables

Understanding Tables
Understanding Installation Tables
Understanding Translate Tables
Understanding Transaction Tables, Control Tables, and Keys

Understanding Pages and Components

Using Search Pages
Understanding Elements of Components

Viewing and Updating Data

Using Grids
Understanding Effective Date Functionality
Understanding Modes of Action

Running Processes and Reports with PeopleSoft Process Scheduler

Describing PeopleSoft Process Scheduler
Running Processes and Reports

Using Online PeopleBooks

Using Online Help
Using the Enterprise PeopleBooks Online Library

Understanding Campus Solutions Service Indicators

Understanding Service Indicators
Defining Service Impacts
Defining Service Indicators
Securing Service Indicators
Assigning Service Indicators
Viewing Active Service Indicators
Removing Service Indicators
Auditing Service Indicators

Module 1: Academic Structure

Setting Up Data at the System Level

Identifying Academic Institutions, Record Groups, and tableset IDs
Determining Academic Institutions and Setup Options
Define Establishments, Locations and Campuses
Set Up Buildings and Facilities

Setting Up Data at the Academic Institution Level

Setting up Grading Schemes
Defining Repeat Schemes
Defining Academic Institutions

Setting Up Academic Groups, Careers, and Catalog Data

Defining Academic Groups
Defining Academic Careers
Setting Up Unit Types and Conversion Rules
Defining Career Pointers and Exception Rules
Defining Repeat Checking Rules
Setting Up Holiday Schedule Values
Defining Instructors and Advisors

Setting Up Academic Programs, Plans, and Subplans

Defining an Academic Calendar
Describing Enrollment Action Reasons
Describing Academic Level and Load Rules
Setting Up Academic Programs

Setting Up Academic Terms and Sessions

Defining Term Values
Defining Time Periods
Defining Academic Terms and Sessions
Describing the Dynamic Dating Process

Setting Up Academic Organizations

Setting Up Organizations with PeopleSoft Tree Manager
Defining Academic Groups
Configuring Academic Organizations
Assigning User Security to Academic Organizations
Setting Up Academic Subjects

Establishing Security

Describing User Profiles, Roles and Permission Lists
Describing Academic Structure Security
Describing Component Specific Security
Describing User Based Security Interactions
Securing PeopleSoft Applications

Understanding Campus Solutions Service Indicators

Understanding Service Indicators
Defining Service Impacts
Defining Service Indicators
Securing Service Indicators
Assigning Service Indicators
Viewing Active Service Indicators
Removing Service Indicators
Auditing Service Indicators

Communications, Checklists and Comments

Describing the 3Cs

Module 2: Recruiting and Admissions

Defining External Organizations

Defining Your System ID
Setting Up External Organizations
Reviewing Organizations

Defining a Recruiting Structure

Setting Up Recruiting Structures
Setting Up Recruiting Regions
Defining Region Postal Codes
Defining Region Trees
Defining Recruiting Categories
Defining Recruiting and Application Centers
Defining Recruiters

Entering Prospects

Reviewing Prospect Prerequisites
Creating Prospect Records
Assigning Recruiters to Prospects and Applicants
Defining Referral Sources

Tracking Prospects

Reviewing Prospect Summaries
Defining Prospect Relationships
Recording Academic Interests
Assigning Regions, Recruiting Categories, and Recruiters on a Mass Basis
Reviewing Recruiter Summaries

Deleting Prospect Records

Describing the Deletion Process
Deleting Individual Prospect Records
Deleting a Group of Prospect Records

Entering Applications

Defining Application Entry Defaults
Entering Applications
Updating Existing Applications
Reviewing Application Summaries
Setting Up Admit Types
Using Admissions Program Actions
Reviewing Applicant Progression
Deleting applications individually and in batch

Managing Enrollment

Describing PeopleSoft Enrollment Management
Reviewing Enrollment Management Levels
Defining Enrollment Management Targets
Using Templates to Create Enrollment Management Targets

Processing External Test Data

Adding Test Scores to Your System
Manually Entering Test Score Data
Processing Test Scores in Batch
Reviewing Posted Test Score Data

Tracking Academic History

Setting Up External Academic Information
Entering External Academic Information
Viewing an External Academic Summary

Entering Supplemental Materials and Information

Describing General Materials
Describing Extracurricular Activities
Describing Honors and Awards Information
Describing Work Experience Information
Describing Student Visa Information

Admitting and Matriculating Applicants

Admitting Applicants
Recording Optional Admission Information
Viewing Application Summaries
Matriculating Applicants into Students
Using Quick Admit

Module 3 :Student Records

Part 1

Course catalog setup
Schedule of classes setup

Part 2

Student Enrollment setup items
Program and Term Activating students

Part 3

Enrolling students – Quick Enroll
Maintenance of a student’s program, plan, and sub-plan
Student withdrawals and cancellations
Grading processes

Part 4

Academic Transcript processes
End-of-Term Processing
Graduation process

Module 4 : Student Financial

Understanding Student Financial General Setup

PS Student Financial Business Process
Understanding Tuition Controls,Criteria,Term fees, Waivers

Creating Billing and due Calenders

Setting Up Adjustment Calenders

Understanding Tuition Group,Fee Trigger

Setting Up Application Fees

Linking Adjustment Codes to Tuition Group

Linking Criteria to Tuition Group

Linking Term Fees to Tuition Group

Linking Waiver Codes to Tuition Group

Defining Cashiering Office
Setting Up Valid register and Cashier

Setting Up Target Keys
Setting Up Tender Keys

Understanding Item Types
Calculating Tuition for a single student

Calculating tuition for a multiple student
Reversal of Charge and Payment

Module 5: Curriculam Management

Setting Up Course Catalog
Schedule New Course
Scheduling of Class Meetings
Attendance Roster
Generate Attendance Roster
Attendance Roster By Class

Grade Post
Define Course Assignments