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Using 3 C’s: C oordinating the C haos and C onfusion. Admission’s Functional Lead – Mark Jacque Technical Team Member – John Bird Student Administration Team Lead – Phil Adams Project Director - Jeff Schmidt. Session Agenda. Introductions Overview of the Towson Project
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Using 3 C’s: Coordinating the Chaos and Confusion Admission’s Functional Lead – Mark Jacque Technical Team Member – John Bird Student Administration Team Lead – Phil Adams Project Director - Jeff Schmidt
Session Agenda • Introductions • Overview of the Towson Project • Using 3 C’s for . . . • Prospect Management • Admissions Processing • New Student Processing • Custom Designed Batch Load Process for Updating and Streamlining Work Flow. • Batch Processing Statistics • Communication Load • Checklist and Checklist Item Load • Comment Load • Service Indicator Load. • Batch Load Processing Security • Technology Overview • Questions
Why PeopleSoft? PeopleSoft was purchased by the University System of Maryland. Each institution was charged with developing, testing and implementing the database on their respective campuses. From this charge, Towson’s Executive Committee set goals and identified the core offices that would be part of Phase I implementation. A representative from each of these offices was assigned to the implementation team. The team’s role is to evaluate current functionality and business practices, evaluate PeopleSoft delivered functionality, and develop, test and implement PeopleSoft on campus. SA Team MembersSA Core OfficesMark Jacque AdmissionsLaurie Jones Bursar’s OfficeHarriet McCann Financial AidDave Decker Enrollment ServicesPhil Adams Graduate SchoolCheryl Mannon CANS – ReportingRick Rende CANS – Technology
Communications Batch Load Process
Set Run Control/Parameters • Data can be loaded from: • External File • Query • Direct Manual Entry • Indicate the Source File for External or Select a Query.
Set Run Control/Parameters Indicate the Source File for External File Load or Select Query. Choose the Administrative Function Select the Communication to Load – Comm Key The other parameters will default in… View/Update Candidates
Review Candidates for Processing Sort the list Prune the list Apply or Cancel the load Save and Run Load Process
Job Summary Summary with status appears. Error Message appears for any record not able to process.
Checklist Batch Load Process
Set Run Control/Parameters • Data can be loaded from: • External File • Query • Direct Manual Entry • Indicate the Source File for External or Select a Query.
Set Run Control/Parameters Indicate the Source File for External File Load or Select Query. Choose the Administrative Function Select the Checklist Code, Status and Due Date View/Update Candidates
Review Candidates for Processing Check Variable Data Prune the list Apply or Cancel the load to these records
Checklist Item Batch Load Process
Comment Batch Load Process
Set Run Control/Parameters • Data can be loaded from: • External File • Query • Direct Manual Entry • Indicate the Source File for External or Select a Query.
Service Indicator Batch Load Process
Set Run Control/Parameters Indicate whether Adding or Deleting Indicator. Choose the Service Indicator Active Term, Code and Reason. Save and Review Candidates
Batch Load Processing Security
Batch Load Processing Security
Batch Load Processing Security