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PeopleSoft Campus Solutions

Agenda
Introductions Scope Purpose Training Material Introduction PeopleSoft Campus Solution Business Processes Overview Demo

Introduction PeopleSoft Campus Solution

Introduction
PeopleSoft Campus Solution Common Features PeopleSoft Campus Solution Overview

PeopleSoft Campus Solution (PSCS)
Portal Like Navigation. Menu is collapsible and expandable. All items can be found on the left hand side of the screen. As the user drills down the menu folders and subfolders will appear on the right hand side of the screen. Default Functional area navigation (DFAN) pages appear as a user drills down. These pages are task driven and centered around completing specific business processes

PSCS – Roles/Permissions Every user in PeopleSoft is assigned a role and is added to one or more permission lists. Roles and permission lists are what control the level of access a PeopleSoft user will have. the menu options in the main menu navigation are determined by roles and permissions. . In addition.

PSCS – Page Layout Page Layout Universal Navigation Header Page Bar Page Tabs Content Expanded Menu Button Menu Navigation Buttons Toolbar .

Search Results will include: Menu Titles Descriptions Navigation Guide (Breadcrumbs) Direct Link Customize Settings Decide to show or hide search summaries .PSCS – Search Menu Menu Search Find menu items quickly by using the search functionality.

Hidden Favorites List Collapsed Favorites List .” Click “Add to Favorites” in the upper right of your browser window.PSCS – My Favorite My Favorites Add your most used and visited business processes to “My Favorites.

Sorting and Saving Search Results 1/3) Enhanced Searches Extensive. Sort your search results. .PSCS . Ability to save search criteria. user-defined operators allow for flexible searches.

Name Search Criteria 4.Sorting and Saving Search Results 2/3) Saving Searches 1. . You are returned to the search page. Click Save 5.PSCS . Notice that you are now given the option of using your saved search. Click Save Criteria 3. Enter Search Criteria 2.

To change the order simply click on a column header. Ascending Order Descending Order .Sorting and Saving Search Results 3/3) Search results can be sorted in both ascending and descending order.PSCS .

The row with the effective date closest to. . When entering effective dated information current information is not overwritten.All rows with an effective date less than the effective date on the current row.Effective Dating (1/2) Effective dating allows users to maintain historical. Current .All rows that have an effective date greater than the system date. Such row of data that the system recognizes as the “current active” row. History .PSCS . There are three categories of effective-dated records: Future . but not greater than the system date. current and future record.

PSCS .Effective Dating (2/2) March 1 March 2 April 3 System Date: May 3 April 4 May 1 May 2 May 3 History Rows: Earlier than the Current Row Current Row: Earlier than or equal to the System Date Future Rows: Later than the Current Row May 4 May 5 .

hence ensure recording all the history of data change. All records are searchable based on multiple fields. It uses scalable technology that can expand to meet your needs in the future.Flexible & Adaptable It is a browser-based system that lets users access their information anytime. . It keeps effective dated data. anywhere. from any Web browser.

Introduction PeopleSoft Campus Solution Common Features PeopleSoft Campus Solution Modules Overview .

PeopleSoft Campus Solutions Modules Parent Student Enterprise Portal PeopleTools Pre-integrated Self-Service transactions Admin Staff Teacher Student Records Admissions & Recruitment PeopleTools Academic Structure & Campus Community Academic Advisement PeopleTools Financial Aid Student Financials PeopleTools Gradebook Contributor Relations .

Majors & Minors Academic Calendars & Term setup Provides basis for defining academic policies and procedures regarding various organizational functions such as: Admissions Enrollment Grading Graduation .Academic Structure – What does it offer? Organizational Structure – Academic Perspective Enables us to define and manage: Institutions & Campuses Schools / Faculties Organizations / Departments Degree Programs .

.g..g.. Electrical Engineering Educational time frames for each career e.g. 1st Year..g. Mathematics Level of degree / certification that the institute offers Main area of study e. School of engineering Various academic areas e.. Accounting.g. Engineering Specialization area e.Campus Solution – Terminologies Terminology Institution Explanation An entity with a its own set of business rules Campus Organization Group Subject Area Career Program Plan Terms / Sessions Academic Level Academic Load Grading Scheme A collection of educational facilities Institution’s organizational structure from an administrative perspective Academic Schools e.g. 2nd Year Number of credit hours taken by a student in a semester Grading mechanism applicable for each career . Semester Student’s seniority level in a career e..

Terminologies Mapping Institution Campus Organization Group Career Subject Area Program Plan Terms Sessions Academic Level Academic Load .

Academic Structure – Data Dependency INSTITUTION CAMPUS ACADEMIC ORGANIZATION ACADEMIC GROUP ACADEMIC CAREER GRADING SCHEME HR DEPARTMENTS & FINANCIAL ORGANIZATIONS SUBJECT AREA ACADEMIC PROGRAM TERM COURSE ACADEMIC PLAN SESSION CLASS ACADEMIC SUBPLAN DEGREE .

Academic Structure – Navigations Main Navigation Setup SACR -> Foundation Tables -> Academic Structure Flow of data definition / verification 1) 2) 3) 4) 5) 6) 7) 8) 9) 10) 11) 12) 13) Grading Scheme Academic Institution Table Campus Table Level / Load Rules Academic Organization Table Academic Group Table Academic Career Terms & Sessions Academic Calendar Degree Academic Program Academic Plan / SubPlan Subject Area .

Academic Staff) External organizations Identifies persons based on Unique ID Maintains personal data regarding Health / Insurance Information Citizenship – National Identification – Passport – Visa Organizational memberships and much more… Provides mechanism for Communication Management & Tracking Management of Operational Checklists Tracking of comments through a workflow Event Planning. Faculty.Campus Community – What does it offer? Maintains elaborate data on Persons (Prospects. Applicants. Management & Tracking . Students.

Campus Community – Overview Student Record Grades Degrees Transcripts Campus Community Bio/Demo Data Name Address Phone Number Email Recruitment & Admission Prospect/Applicant Data Student Financials Charges Payments .

disallow a student from taking final exam A group of people assigned to a job e.. work experience. Checklists. Comments Control services to be allowed / denied to an individual e. etc. physical exams. etc. etc.. students. relationships.g. Extra-curricular activities.. certificates. name. residency status. etc. Biographical Health Identification Participation ID 3C Service Indicators Committees Data that defines an individual e. System ID management for persons Communications. address. religion.g. NIC. etc. instructors. memberships. Person’s citizenship.Campus Community – Terminologies Terminology Persons Explanation Persons related to the institution e.g.. admissions committee .g. Track immunizations. phone number.

Matriculation .Recruiting and Admissions Track prospects and applicants information. Process admission applications.Moving a person from applicant to student . Define admission criteria.

Recruitment & Admissions .Terminologies Application Center Recruitment Center Admit Type Mass Change Program Activation .

Recruitment & Admissions – Business Processes Adding & Maintaining Prospects Adding & Maintaining Applications Adding & Updating Relationship Detail of Applicants Adding & Updating Academic History of Applicants Adding & Updating Test Scores of Applicants Adding & Maintaining Checklists of Applicants Setup Evaluation Criteria Evaluating Applicants Manually Evaluating Applicants Using Automatic Processing Updating Application Program Actions and Statuses Deleting Applicant Information .

awarding degrees. Course Improvement rules. . End of term processing Probation & dismissal rules.Student Records Enroll Students Track Attendance Track Grades Generating Transcript Graduation clearance.

Student Records – What does it offer? Institution’s perspective Academic data management & tracking Course Information Pre-Requisites / Co-Requisites Course Equivalencies Schedule of classes Instructor-class assignments Course Repeat Policies Academic Standing Rules Rules for Honors & Awards Other student related policies Maintains changes & stores historical information in chronological order .

Student Records – What does it offer? Student’s perspective Academic data management & tracking Career/Program Academic History Term-Course Enrollment Information Class Attendance Course Grades Course Exemptions Honors & Awards Transcripts Stores historical data in chronological order .

times & locations for a course in a term A student.Student Records . days. scheduled in a term. after enrollment.Terminologies Terminology Course Offering Explanation A course offered to more than one academic career Course Version Enrollment Requirement Term Activation Matriculation Class Schedule Term Cancel Course Cancel Course Withdraw Course Drop Course Swap Term Deferment A course being offered with more than one set of topic or units Requirement that a student needs to fulfill in order to enroll in a course Allowing students to enroll in courses offered in a term An applicant becomes a student for the institute Dates. does not want to study in that term A course. is cancelled by the institute A student drops out of a course after drop deadline A student drops out of a course within drop deadline A student swaps one course with another in the same term A student does not want to enroll or study in a term .

Student Records – Term Activities (1/2) Start of new term Activate student in term Schedule Classes (Course Creation Schedule Classes (Class Creation) Schedule Classes (Instructor Tracking) Enroll Student Student Add/Drop/Withdrawl Class Attendance Grade Review and Finalization Closure of Semester (Assign Academic Standing) Closure of Semester (Filter Repeat cases) Other Activities (Transfer Credits) Other Activities (Track Milestones) Transcript Generation (Transcript) Award Degree .

course drop dates Institute schedules classes and assigns instructors Institute activates students in that term Institute open enrollment period for that term Students enroll in courses Institute calculates charges and raise invoice (Financials) Student makes payment (Financials) Student starts studying in that term Students add/drop/withdraw from courses or cancels term Instructor marks attendance Instructor assigns grade (Gradebook) Instructor posts grades Institute processes student data for that term .Student Records – Term Activities (2/2) Institute defines a new term / session Institute defines enrollment dates.

Student Records – Term Activities .

Academic Advisement is used to track the requirements and policies that a student must satisfy in order to graduate.Gradebook & Academic Advisement Gradebook helps you monitor class assignments and grades as well as facilitate communication between instructors and students. .

exams. quizzes. etc) both at course & class level Grading scales (marks to grade conversion) Provides mechanisms for Defining Grade Review policy Grade Change Audit . mini projects.Gradebook – What does it offer? Provides ability to define Grade evaluation categories & relevant weight-ages (assignments.

quizzes.Gradebook – Terminologies Terminology Assignment Categories Grade Roster Explanation Various types of work on which students are graded e.. course assignments. mid-term exam.g. final exam A form where grades are entered for each student . mini project.

Academic Advisement – Features Define Degree Requirement Milestones Define Academic Requirement Define Academic Requirement Group View Advisement Report .

Student Financial & Financial Aids Calculate tuition & fees on an individual student or group level. Award & disbursement of Scholarships. . E-check and credit card payments. Define Payment Plans. Processing payments. Generating invoices.

Financial Aid.Terminologies Account Type Item types Fiscal Budget Packaging Plan Award Disburse .

Financial Aid – Features Start of Term Processing Activate Students in Aid Year and Term Assign Packaging Plan Award Package Disburse Financial Aid .

and cashiering. both staff and students can quickly find and use the financial information they need to make critical decisions. collections. billing. . Using Student Financials.What is PS Student financials? Student Financials is a tool to manage student receivables. Student Financials receives information from virtually all areas of PeopleSoft Enterprise Campus Solutions.

Student Financials – Features Copy Term Fee to Current Term Copy Calendars for Current Term Enter Current Term in Tuition Calculation Controls Calculate Tuition Fee for Active Students Add Student in Group for Waiver Payment Plans Post Charges on Student Create Billing Generate Invoice Enter Payments for Students in the system Reversal Refund Customer Account Late Fee Process .

Overview of Student Financials Enroll in Classes Calculate Tuition and Fees Bill Financial Customer Provide Cashiering Services Create and Distribute Refunds Determine Payment Plan Post Financial Transactions Collect Overdue Accounts .

Apply payments towards a specific charge or towards the overall account balance.Student Financial – Terminologies Terminology Tuition Calculation Item Type Billing Payment Plan Wavier Refund Payment priority Charge Priority Explanation Calculate fees (i. Cashiering .e. Course Fees. Installments. Resource Fees.g. Health Insurance. Generate invoice. Transaction type e. Fees concession or Discount . Fine. apply semester charges). Define exactly what charges are eligible for payment. Credit notes. Payment overall priority rules define the order of payment allocation.

Self Service – Business Processes Students View/Update biographical information View class schedule and enrollment appointments Plan future class schedules (“wish list”) and enroll in actual classes View grades and progress towards degree Making payments (e-payments) Apply for graduation Instructors/Advisors View teaching schedules and class rosters Mark Attendance View advising rosters and track student progress Communicate with individual students or groups Enter and maintain class assignments Enter and approve grades .

and evaluate fund-raising efforts such as campaign initiatives. membership programs. track. Create and monitor comprehensive strategic and cultivation activity plans for prospects. and volunteer activities. Create. Track and acknowledge all types of commitments made by constituents and analyze donors' giving. and maintain biographic and demographic information about your constituents. manage. .Contributor Relations Overview Enables you to enter.

CR .Terminologies Constituent Alumni Workset Initiatives .

Contributor Relations – Features Add/Update Constituent Run Graduate to Alumni Process Define Constituent Relationship with Institution Define/Manage Worksets Manage Event Initiatives Manage Membership Initiatives Manage Campaign Initiatives Manage Volunteers Initiative .

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