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USM Conference

USM Conference. MHEC Automation Presentation. Presenters. Edith Bevan, Frostburg State University Angela Hovatter, Frostburg State University Kevin McRae, The Cedar Group, Tech Lead Jill Palla, The Cedar Group, FA Lead. Summary of Presentation.

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USM Conference

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  1. USM Conference MHEC Automation Presentation

  2. Presenters Edith Bevan, Frostburg State University Angela Hovatter, Frostburg State University Kevin McRae, The Cedar Group, Tech Lead Jill Palla, The Cedar Group, FA Lead

  3. Summary of Presentation This presentation will review and summarize how we automated the MHEC Scholarship Process in PeopleSoft.

  4. The Design • Modification to Mass Activate Aid Years • Delivered FA Term Build • Delivered Budget Build • Modification to Format the MHEC file correctly, handle specific situations, create reports and flat files • Modification to Validate and Post the Awards in PeopleSoft

  5. Modification #1 to Mass Activate Aid Years • Needed to activate aid years for MHEC awards where not already active • After the Mass Activation is complete, we could take advantage of delivered FA Term and Budget Build Processes • Timing of Mass Activation is important • Which file to use to Mass Activate is important

  6. Modification # 2 to Manipulate the MHEC file • Manual Awards • Cancelled Awards • Award Changes • Errors • Estimated Awards

  7. Modification #3 to Validate and Post the Awards • Already had a Component Interface/App Engine process to post awards in batch • Existing process required a specific format • Advantages of Component Interface/ App Engine Process

  8. MHEC Modification Setup

  9. MHEC Award Code Setup

  10. MHEC Award Status Setup

  11. MHEC Award Code to PS Item Type Crosswalk

  12. Roll MHEC Setup Tables Process

  13. Award Posting Modification

  14. Component Interface • Component Interface – enables batch processes – through a PeopleCode program or an external program – to access that component’s data • A component Interface is a PeopleTools object that you create in Application Designer • External applications need not be concerned with the details of page structures and component definitions

  15. Component Interface Diagram

  16. Component Interface – FSU_AWD_ENTRY

  17. Component Interface Security

  18. Component Interface Permissions

  19. Application Engine • Application Engine supports PeopleCode Actions • Application Engine is a development tool that allows you to develop programs that execute SQL, in batch and online mode, against your data in a procedural and dynamic structure. • Most programs need to check that a certain condition is TRUE prior to executing a particular Section.

  20. Application engine FSU_FA100 - AWARD_ENTRY_MC Component Interface

  21. Message Catalog • FA_TERM or STUDENT_AID not present • Student is already awarded this item type • Multiple ACAD_CAREER values in FA_TERM • Review Award for potential errors

  22. Processing

  23. Download and Save MHEC File

  24. MHEC Scholarship File Process

  25. Sample Flat File

  26. MHEC Report Sample

  27. Mass Activate Aid Years

  28. Mass Award

  29. Message Log

  30. Questions?

  31. How to Contact Us • Edith Bevan • Ebevan@frostburg.edu • Angela Hovatter • Ahovatter@frostburg.edu • Kevin McRae • Kevin.mcrae@thecedargroup.com • Jill Palla • Jill.palla@thecedargroup.com

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