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Business Process Maps

Oracles PeopleSoft Enterprise Campus Solutions 9.0

This document is best viewed online. Due to the large and varying sizes of the business process maps, the diagrams in this document may not print consistently.

January 2010

Business Process Maps for PeopleSoft Enterprise Campus Solutions 9.0 Copyright 2010, Oracle and/or its affiliates. All rights reserved.
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PeopleSoft Enterprise Student Management

Student Recruiter

Recruit Prospects

Admissions Coordinator

Admit Students

Student

Enroll in Classes

Faculty Advisor

Advise and Transition Students

Bursar

Manage Financial Services

Campus Services Director

Manage Campus Services

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Recruit Prospects

Identify Prospects from External Test Scores

Student Recruiter
Perform General Recruiting Activities Recruit Prospective Student

Admissions Coordinator

Create Recruiting Targets and Assign Recruiters

Admit Students

Prospect

Request Information (SS)

Manage Financial Services

Bursar

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Create Recruiting Targets and Assign Recruiters

Student Recruiter

Identify Prospect from External Test Scores

Perform General Recruiting Activities

Create New Target

Identify the appropriate cohort, population, and division combination to be targeted and target number Define Enrollment Targets Decide if targets should be compared to actual results Create required reports Enrollment Target Cohort Enrollment Target Population Enrollment Target Division Identify person as a recruiter Search/Match Create/Update Recruiters Add/Update a Person Create recruiter's assignment Recruiter Assignment Recruiter Assignment Messages

Define target details Enrollment Target Cohort Enrollment Target Population Enrollment Target Division

Decide if need to...

No

Admissions Coordinator

Copy Existing Target

Identify information for the new target detail being created or copied Target Detail Template

Identify information about the recruiter Electronic Addresses Extracurricular Activities Languages Names Work Experience Add/Update a Person Region SetID Effdt Update

Assign appropriate recruiter and review recruiter information Checklist Summary Comment Summary Communication Summary Recruiter Summary Organization Group Summary Org Admissions Summary

Yes

Identify the cohorts for which a comparison (target vs. actual results) should be performed Calculate Enrollment Targets

Specify the appropriate targets and review actual results vs. targets Enrollment Target Summary

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Identify Prospect from External Test Scores

Admissions Coordinator

Create Recruiting Targets and Assign Recruiters

Map electronic conversion Inbound EDI Agent

Load test score data into a suspense table External Test Score Load

Review and correct data in suspense files External Test Score Suspense

Ensure there are no duplicates and post data in database Search/Match/Post Test Scores Search/Match Test Score Candidate Data

Purge remaining suspense tables External Test Score Purge Test Score Messages Test Score Messages Purge

Create prospects from test scores Create Prospects From Tests

Capture information about prospect Test Results Academic Test Summary Add/Update a Person

Recruit Prospective Student

Student Recruiter

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Perform General Recruiting Activities

Admissions Coordinator

Create Recruiting Targets and Assign Recruiters

No

Add prospect Create/Update Prospects Create Prospect from Query

Perform general recruiting activities

Identify prospect's name and search for existing records Search/Match

Prospect found?

Student Recruiter

Identify information about a prospect Academic Interests Extracurricular Activities Honors and Awards Languages Names Publications Relations with Institutions Relationships Residency Student Groups Work Experience Education Test Results General Materials

Review summary details Prospect Summary Prospect Recruiters Summary Academic Test Summary Education Summary General Materials Summary Event Summary Org Admissions Summary Communication Summary Checklist Summary Comment Summary Organization Groups Summary

Perform general evaluation of prospect General Evaluations General Evaluator Ratings

Review prospects and applicants View Prospects by Category View Prospects by Organization View Prospects by Region View Applicants by Category View Applicants by Org View Applicants by Region Cc Chklst Todos Ad

Yes

Update prospect's information Create/Update Prospects

Provide admissions materials to prospects

Recruit Prospective Student

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Recruit Prospective Student

Perform General Recruiting

Student Recruiter
Identify Prospect from External Test

Identify recruiting plan for individual and perform recruiting activities

No

Maintain records for future consideration

Recruit student? Identify information about a prospect Create/Update Prospects Academic Interests Extracurricular Activities Honors and Awards Languages Names Publications Relations with Institutions Relationships Residency Student Groups Work Experience External Education Test Results General Materials Yes

Admissions Coordinator

Delete prospect records Delete Prospect Record Prospect Delete by Batch Prospect Delete Holding Prospect Delete Process

End

Yes

Assign recruiter to an individual Recruiter Assignment

Review recruiter summary Recruiter Summary

Ready to delete?

No

Hold prospect records

Admit Students

No

Request Information

Decide if apply?

Yes

Prospect
Yes

Bursar

Manage Financial Services

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Request Information

Student Recruiter

Recruit Prospective Student

Admissions Coordinator

Provide requested information

Admit Students

Individual Requests Information

Using selfservice?

No

Request information

Receive admissions application

Receive financial aid information

Yes

Prospect
Type of info?

Review schedule of classes and course catalog and choose possible classes Class Search Browse Course Catalog Course Details

Request admissions materials and take appropriate action Request Information

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

PeopleSoft Enterprise Admit Students

Student Recruiter

Recruit Prospects

Receive Transcripts and Test Scores

Receive and Enter Applications

Verify Applicant Information

Evaluate Applicants and Applications

Process Admissions

Admissions Coordinator
Offer Financial Aid

Applicant

Submit Admissions Application (SS)

Consider Financial Aid Offer

Campus Services Director

Manage Campus Services

Student

Enroll in Classes

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

10

PeopleSoft Enterprise Receive Transcripts and Test Scores

Student Recruiter

Recruit Prospects

Transcripts

Define parameters for TS130 data being loaded and request load Inbound EDI Agent Load Process

Move TS130 organization data to appropriate record Organization Search Process

Ensure no TS130 duplicates exist and post data; purge files TS130 Staging Search/Match/Post Process Search/Match EDI All Message Purge Education Purge Process Education Summary

Type of information received?

Receive and Enter Applications

Admissions Coordinator

Test Scores

Map electronic conversion Inbound EDI Agent

Load test score data into a suspense table External Test Score Load

Review and correct data in suspense files External Test Score Suspense

Ensure there are no duplicates and post data in database Search/Match/Post Test Scores Search/Match Test Score Candidate Data

Purge remaining suspense tables External Test Score Purge Test Score Messages Test Score Messages Purge

Create applicants or prospects from test scores Create Prospects from Test Create Applicants from Test

Capture information about prospect Add/Update a Person Test Results Academic Test Summary

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

11

PeopleSoft Enterprise Receive and Enter Applications

TS189 Application

Define parameters for TS189 data being loaded and request load Inbound EDI Agent Load Applications Process

Move TS189 organization data to appropriate record Organization Search Process

Ensure no duplicates exist and post data; purge files TS189 Staging Search/Match/Post Process Purge Process

Yes

Type? Review and edit data Transactions A/U Transactions B5 Transactions B/V - E Transactions F Transactions G/H Transactions J - N Transactions P - R Transactions T Search/Match Review loaded external test score data and resolve errors prior to posting TAC Suspense

External Applications from OUAC (Ontario Universities Application Center)

Identify conversion parameters for electronic transmission Inbound EDI Agent

Prepare file for EDI Pre Load Data Process

Translate OUAC data not in conversion parameters Load OUAC Data

Post data and view errors in posting Post OUAC Data Suspense Data OUAC Messages

Review overflow data OUAC Application

Admissions Coordinator
Receive Transcripts and Test Scores Receive electronically? TAC Data (Tertiary Admissions Centre)

Search for existing people and post TAC data Search/Match/Post TAC

Maintain information from TAC loads TAC Candidate Data

Load TAC data to suspense records TAC Load

Purge TAC data from suspense tables TAC Purge

Verify Applicant Information

No

Search for an existing record Search/Match

Create a new application for the applicant, manually, and calculate application fees Add Application

Identify information about an applicant Education Test Results Academic Interests Student Groups Relationships Relations with Institution Work Experience Extracurricular Activities Honors and Awards Publications General Materials Application Materials Electronic Addresses Names Languages Residency I-20 Form

Submit Admissions Application (SS)

Applicant

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

12

PeopleSoft Enterprise Verify Applicant Information

Receive and Enter Applications

Search for existing record for applicant Search/Match

Found?

Yes

Update information on an application Add/Update a Person Maintain Applications Program Addition Action/Reason Entry

No

Admissions Coordinator

Add information on an application Add/Update a Person Maintain Applications Program Addition Action/Reason Entry No

Is info missing?

Validate all information about an applicant has been collected Education Test Results Academic Interests Student Groups Relationships Relations with Institution Work Experience Extracurricular Activities Honors and Awards Publications General Materials Application Materials Electronic Addresses Names Languages Residency I-20 Form

Review application summary details Checklist Summary Comment Summary Communication Summary Academic Test Summary Education Summary Org Admissions Summary Organization Groups Summary

Review application summary information Applicant Progression Application Summary Application Materials Summary Application Evaluation Summary General Materials Summary Academic Test Summary Education Summary Event Summary Application Recruiters

Evaluate Applicants and Applications

Yes

Applicant

Provide missing information, if needed

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

13

PeopleSoft Enterprise Submit Admissions Application (SS)

Admissions Coordinator
Receive and Enter Applications

Submit admissions application and related information Request Information

Review application status Application Status

Applicant

Identify, review, and/or update personal information Personal Data Summary Names Addresses Phone Numbers Email Addresses Internet Addresses Emergency Contacts Demographic Information Languages Licenses and Certificates Memberships Work Experience Publications Extracurricular Activities Honors and Awards Publications Personal Identification Number FERPA Restrictions User Preferences Communication Preferences Holds To Do List

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

14

PeopleSoft Enterprise Evaluate Applicants and Applications

Verify Applicant Information

Manual, Single Application Retrieve application materials for review and review evaluation information Application Materials Extract Application Materials General Materials General Evaluations Application Evaluation

Evaluate single applicant or application manually General Evaluator Ratings Application Evaluator Ratings

Manual, Single Application

Update status of application to waitlisted, admitted, denied, withdrawn, matriculated Maintain Applications Action/Reason Entry Select students for admission Maintain Applications Update application program status Application Status Update Application Program Update Mass Change Group Mass Change Definition Run Mass Change Review comments and record the reason(s) for admission Admission Comments Basis of Admission

Process Admissions

Maintain evaluator ratings General Evaluator Ratings Application Evaluator Ratings

Evaluation is? Select applications to assign evaluations and assign evaluation codes Assign Evaluation Codes Mass Change Group Mass Change Definition Run Mass Change Assign Alternate Eval Codes

Update based on evaluation

Admissions Coordinator

Automated for a Group

Calculate rating values Evaluation Calculation

Automated for a Group

Offer Financial Aid

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

15

PeopleSoft Enterprise Process Admissions


Delete applications Delete an Application Application Delete by Batch Application Delete Process Application Delete Holding

Manual, Single Application

Calculate deposits when status is Admit - single Maintain Applications Action/Reason Entry

End Process

"Quick Enroll" Student Information Received

Capture information for "quick enrolled" students Quick Admit a Student Quick Admit Batch Apps

Yes Collecting deposits? Calculate deposits when status is Admit - group Application Fees Process Application Fee Calc Messages Review Batch Application Fees App Deposit Fees Process Review Batch Deposit Fees Mass Change Group Mass Change Definition Run Mass Change Declined Provide notification of admission and any incentives Letter Generation Run 3C Engine Follow-up with another notification or determine status Letter Generation Run 3C Engine Identify reason for not electing to attend Maintain Application Action/Reason Entry Delete? Create admissions reports Admissions Funnel Report Average Cutoff Report

Admissions Coordinator

Automated for a Group Evaluate Applicants and Applications

Create list of students notified to follow up

Manual for Individual Status? Matriculated Manual or Automated?

Update status to matriculated Maintain Application Action/Reason Entry

Managing higher education for NLD?

No Receive nothing or "no" response Add Program

Automated for a Group

Update status to matriculated Activate Applicants Mass Change Group Mass Change Definition Run Mass Change

Yes

Manage higher education information Student Records Higher Edu NLD Student Higher Education NLD Higher Education Inquiry NLD

Add new or alternate program to application Program Addition Alternate Program Addition Student Program/Plan

No Receive admissions letter and if invited to attend...

Do not respond or provide "no" response Accept Admission Application Status

Applicant

Attending?

Yes

Provide "yes" response Accept Admission Application Status

Campus Services Director

Action to take?

Manage Campus Services

Student

Enroll in Classes

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

16

PeopleSoft Enterprise Offer Financial Aid

Financial Aid Officer

Award and Package Financial Aid

Admissions Coordinator

Evaluate Applicants and Applications

Calculate financial aid averages Avgs for Fin Aid and Records

Review calculations Alternate Avg Calc Messages

Create an admission incentive of financial aid Early Financial Aid Offer

Consider Financial Aid Offer

Applicant

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

17

PeopleSoft Enterprise Enroll in Classes

Admissions Coordinator

Admit Student

Bursar

Manage Financial Services

Campus Services Director

Manage Campus Services

Registrar

Activate Students for Term

Schedule Enrollment Appointments

Create Enrollment Reports

Assign Non-Course Work

Transfer Credit Coordinator

Grant Transfer Credits

Student

Receive Advice and Enroll in Classes (SS)

Faculty Advisor

Advise and Transition Student

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

18

PeopleSoft Enterprise Activate Students for Term

Admissions Coordinator

Admit Students

Group

Identify students to include in the process and activate students for the term Term Activation Batch Setup Term Activation Batch Process

How many students to activate?

Registrar
Individual Activate an individual student Term Activate a Student Schedule Enrollment Appointments

Transfer Credit Coordinator

Grant Transfer Credits

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

19

PeopleSoft Enterprise Schedule Enrollment Appointments

Group

Assign appointments for a group of students Assign Appointments

Activate Students for a Term

Define valid appointment times Appointment Limits Table Appointment Table Student Appointment Block

Validate that communication tables are set up Appointment Communications

Assign appointment for?

Registrar
Individual Assign appointment for an individual student Student Enrollment Appointment Review and update appointments Student Enrollment Appointment

Student

View enrollment appointment details Enrollment Appointments

Request changes

Receive Advice and Enroll in Classes

Faculty Advisor

View enrollment appointment details Enrollment Appointments

Request changes

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

20

PeopleSoft Enterprise Grant Transfer Credits

Registrar

Activate Students for Term

Admissions Coordinator

Admit Students

Course Apply Manual or Automated Rules Review transcripts and external test scores and create scenarios

Evaluate transfer course credit Course Credits - Automated Course Credits-Manual

Post transfer course credits Batch Posting

Update credit rules?

No

Decide if?

Type of credit evaluation?

Test

Evaluate transfer test credit Test Credits - Automated Test Credits - Manual

Identify additional transfer credit information External Education Test Results

Review transfer credit details Transfer Evaluation Report Transfer Credit Summary Academic Test Summary

Yes

Need Specific Agreement Other Evaluate other prior experience credit Other Credits - Manual

Transfer Credit Coordinator

Update transfer credit rules Course Transfer Rules Test Transfer Rules Program/Source Equivalency Program/Test Equivalency Test Component Test Table Transfer Subject Area Transfer Review History Copy Subject Areas External Transfer Rules Report Transfer Component Report Transfer Rules by Org Report Transfer Subject by Org Report Schools By Group

Make a unique transfer agreement with a student Student Agreements

Student

Evaluate classes for transfer credit Evaluate My Transfer Credit

Request transfer credit report View Transfer Credit Report

Faculty Advisor

Advise and Transition Student

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

21

PeopleSoft Enterprise Receive Advice and Enroll in Classes (SS)

Bursar

Manage Financial Services

Yes

Quick Enroll a Student

Enroll student by student Quick Enroll a Student

Make payment for enrollment or changes?

Create Enrollment Reports

Schedule Enrollment Appointments Decide type of enrollment Move student from waitlist to enrollment and purge wait list if necessary Waitlist Process Waitlist Purge

No Identify class enrollment information post enrollment Enrollment Request Enrollment Request Search Enrollment Review enrollment results Enrollment Summary HECS Summary AUS Historical Course Enrollment

Registrar

Move From WaitList

Create student study list Student Study List Report

Create class rosters Class Roster Print Class Roster

Create withdrawal or cancellation for a term or session and post Term Withdrawal/Cancellation

View results of posting and, if failed, resubmit Term Withdrawal Status Term History

Mass Enroll

Create block of courses Create Class Block Block Enroll Merge

Create group of students Create Student Block

Identify mass enrollment criteria and process enrollment for large group of students Mass Enrollment Mass Change Definition Run Mass Change

Identify that enrollment is closed

Assign NonCourse Work

Yes

Select classes prior to enrollment appointment My Planner Plan Courses from the Catalog Search from My Planner Plan by My Requirements Search by My Requirements

Post classes from selection Enrollment Shopping Cart My Planner Enrollment: Add Classes No

Withdraw Review class schedule, weekly schedule, and exam schedule for the term My Class Schedule My Weekly Schedule View My Exam Schedule Detailed Study List Term Links Review course offerings and class schedule Class Search Browse Course Catalog Course Details

Request withdrawal from term

Create Withdrawal or Cancellation

Student

Review course catalog and courses offered Class Search Browse Course Catalog

Review academic history My Course History

Receive advice from Advisor

Review enrollment appointment dates Enrollment Dates

Request classes before appointment? Attend enrollment appointment

Decide if? Add, swap or drop classes Enrollment: Add Classes Enrollment: Drop Classes Enrollment: Edit a Class Enrollment: Swap Classes Search by My Requirements

No

Add or change selection?

Yes

Select new classes My Planner Plan Courses from the Catalog Search from My Planner Plan by My Requirements Search by My Requirements Enrollment: Add Classes

Drop/Swap/Add Class

Access Class Roster Class Roster

Instructor

Review class schedule My Class Schedule Review exam schedule View My Exam Schedule

Follow local practice to make changes

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

22

PeopleSoft Enterprise Assign Non-Course Work

Registrar

Assign milestone to student and assign an advisor or committee to evaluate the work Student Milestones

Track student's progress with the milestone, including date required, how many attempts are allowed, and when completed Student Milestones

Instructor

Evaluate milestone attempt, progress to date and when completed, record grade Student Milestones

Student

Receive Advice and Enroll in Classes

Receive evaluation upon completion of non-course work

Faculty Advisor

Advise and Transition Students

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

23

PeopleSoft Enterprise Create Enrollment Reports

Student

Receive Advice and Enroll in Courses

Request verification of enrollment be sent to specified address Request Enrollment Verification

Review enrollment verification requests Enrollment Verification

Print enrollment verification information Enrollment Verification Print

Provide to specified address

Government Reporting Canada

Registrar

Manage suspense tables Student List ESIS Institution Description ESIS Institution Program ESIS Institution Course ESIS Student Description ESIS Student Program ESIS Student Course ESIS Student Transfer Credits USISE Elements CIS Elements MET Elements OUAC Elements Create reports - AUS DEST Work Records - LL,OS. View DEST LL,EN,OS Work Recs View Student DEST Work Records DEST LL,EN,OS,SS,DU DEST CO,PS,CU Centrelink Name/Unit Files Centrelink Course File DEST Revisions - Add Students DEST Revisions CLS Status Enrollment Feedback SATAC AUS Enrollment Feedback QTAC AUS Enrollment Feedback VTAC AUS Enrollment Feedback UAC AUS

Manage definitions Business Unit Table Define Element Class Define Govt Element Define Report Period Define Report Type Define Forpos Code Define Quacod Code Define Qualif Code Define Seshun Code Define Spemaj Code Define County Codes Define Country Codes Define Language Codes Define School Codes External School Table Define CIS Language Code Prov Approval Codes Prov Course Funding Codes Prov Funding by Citizen Prov Major Field of Study Prov Program Codes Prov Prog Funding Codes Prov Special Initiative Code

Manage mappings Classification Mapping Table Direct Mapping Table Master Mapping Table Separate Mapping Table Country Mapping Language Mapping Province Mapping Reporting Sequence Mapping Term Group Mapping OUAC Applno Mapping

Manage academic structure tables ESIS Program Table ESIS Plan Table ESIS Course Data Academic Program Table CDN CIS Program Table CIS Plan Table CIS Subplan Table

Manage processes ESIS Institution Process ESIS Student Process USISE Report Process CIS Report Process MET Report Process OYAC OUAC Report Process Freeze Student List Archive Extract File

Manage reports Student Description Audit Student Program Audit Student Course Audit Selected Student Report

Country?

Australia

New Zealand

Create reports - NZL NZQA Reports NZL SDR Extract NZL

Campus Services Director

Manage Campus Services

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

24

PeopleSoft Enterprise Advise and Transition Students

Bursar

Manage Financial Services

Instructor

Teach Courses

Faculty Advisor

Review Student Goals

Identify Academic Requirements

Evaluate Progress to Date and Provide Transition Advice

Registrar

Create Transcripts

Certify Graduation Eligibility

Enroll in Classes

Request Academic Advisement (SS)

Student

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

25

PeopleSoft Enterprise Request Academic Advisement

Registrar

Assign advisor to student Student Advisor

Faculty Advisor

Review Student Goals

Seek advice on academic career

Enroll in Classes

Review academic requirements My Academic Requirements My Planner Search for Classes Search in Catalog View What-If Report

Request help in plan adjustment due to difficulties experienced Help needed? Seek special permission to attend filled or restricted classes Review assigned advisors My Advisors Request advisement

Student
Seek advice on transferring to different institution

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

26

PeopleSoft Enterprise Review Student Goals

Registrar

Certify Graduation Eligibility

Update status to indicate that student is taking leave of absence Student Program/Plan

Create Transcript

Not Eligible

Identify reason to initiate discussion with student

Leave of Absence

Teach Courses

Receive notification of incompletes or mid-term deficiencies

Faculty Advisor
Receive request for advisement on academic career, plan changes, special permissions, transfers, etc. Review information about advisee View My Advisees Degree Progress Report Unofficial Transcript View General Information Review student groups and careers Student Groups Student Career View Student Groups by Student Meet with student and identify student's goals, such as: leave of absence, change plan, continue plan

Assign Ids to a student group Process Student Groups

Change or Continue Program, Plan, or Subplan

Decide if?

Identify Academic Requirements

Student

Request Academic Advisement

Meet with Advisor and provide information

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

27

PeopleSoft Enterprise Identify Academic Requirements

Requirement Group Description

Review structure of a requirement group Academic Requirement Group

Requirement Group Detail

Review summarized listing of the components of a requirement group Academic Requirement Groups

Review Student Goals

Information needed?

Requirement Summary

Review structure of an academic requirement Academic Requirement

Faculty Advisor

Evaluate Progress to Date and Provide Transition Advice

Line Summary

Review summaries of the academic requirement lines in a specific academic requirement Academic Requirements

Course List Summary

Review courses contained in a specific course list Academic Course Lists Define Course Lists

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

28

PeopleSoft Enterprise Create Transcripts

Yes

Request transcripts printed and view system messages Batch Transcript Print

Produce large batch of transcript reports Process Transcripts

Large Group (more than 20)

Define group parameters and create request for large group of students Batch Transcript Request

Generate previously created transcript requests Batch Transcript Generation

Print for range of transcript requests?

No

Print transcripts for single transcript request number Transcript Print

Decide if need to purge remaining transcripts

No

Registrar
Identify who is requesting and who is receiving transcripts and create transcripts Transcript Request View transcript results and messages from processing requests Transcript Request Request Transcript Report

Yes Search for student transcript requests Transcript Request Inquiry Identify transcript parameters, output destination and printing date Transcript Request Identify parameters and request transcripts be purged Transcript Purge Purge Transcript Reports

Request Official Transcript

Define transcript text for student Transcript Text

Decide if transcripts are for...

Individual or Group of Students

Electronic

Create electronic transcript for student Electronic Transcript Request

Process TS131 files Download TS131

Review status of electronic transcript requests Electronic Transcript Query

Generate electronic transcript files Generate Electronic Transcript

E-Mail transcripts generated by batch process Email Electronic Transcript

Student

Request transcripts Request Official Transcript View Unofficial Transcript

Yes

Request transcripts printed and view system messages Batch Transcript Print

Produce large batch of transcript reports Process Transcripts

Unofficial Transcript

Large Group (more than 20)

Define group parameters and create request for large group of students Batch Transcript Request

Generate previously created transcript requests Batch Transcript Generation

Print for range of transcript requests?

No

Print transcripts for single transcript request number Transcript Print Request Transcript Report

Decide if need to purge remaining transcripts

No

Evaluate Progress to Date and Provide Transition Advice

Faculty Advisor
Individual or Group of Students Identify transcript parameters, output destination and printing date Transcript Request Student Advisement Report Identify who is requesting and who is receiving transcripts and create transcripts Transcript Request View transcript results and messages from processing requests Transcript Request Request Transcript Report Yes Identify parameters and request transcripts be purged Transcript Purge Purge Transcript Reports

Transcripts are for?

Review Student Goals Australia

ARTS Student Program AUS ARTS Student Program Notes AUS ARTS Results AUS

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

29

PeopleSoft Enterprise Evaluate Progress to Date and Provide Transition Advice

Bursar

Manage Financial Services

No

Course

Substitute one course for a required course Create Course Substitution Yes

Identify Academic Requirements

Faculty Advisor

Conduct audit of degree progress, i.e., courses completed, outstanding requirements, and create advisement Transcript Request Degree Change Audit Grade Change Audit Request Advisement Report View Advising Report

Decide If?

Analyze More

Perform what-if analysis as needed to satisfy student's goals or identify outstanding requirements Set Up What If Data Create What-If Scenario

Need to make exceptions?

Yes

Type of exception?

Override

Create a course directive to change or waive a requirement Override Details

Financial impacts?

Go To: Enroll in Classes Change or Continue Plan Advise student of classes required to change or continue plan Authorize student exceptions Authorize Student Exceptions

Exceptions

No Eligible to Graduate Advise student they are eligible for graduation

Registrar

Create Transcripts

Certify Graduation Eligibility

Student

Request information on degree progress View Degree Progress Report My Academic Requirements My Planner

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

30

PeopleSoft Enterprise Certify Graduation Eligibility

Bursar

Receive graduate list and certify graduates are fiscally qualified

New Zealand?

Yes

NZVCC Survey file NZVCC Survey Data File NZL

Registrar
Conduct audit of degree progress, i.e., courses completed, outstanding requirements Transcript Request Request Advisement Report Create and distribute list of those eligible to graduate Graduation Report Create communication to notify potential graduates whether they are certified to graduate Letter Generation Run 3C Engine Update program action to complete and verify term, degree honors and GPA Student Program/Plan Review and update degree information, honors, plan information, rank, GPA, sub-plan Student Degrees Honors and Awards

No Request diploma, award degree, or certificate and provide commencement information

Receive application for graduation

Notify alumni association of new graduates

Create Transcripts

Faculty Advisor

Evaluate Progress to Date and Provide Transition Advice

Receive graduate list and certify graduates are academically qualified

Review Student's Goals

Apply for graduation Apply for Graduation

Student

Receive notification of graduation status

Not Eligible to Graduate Eligible to Graduate

Receive diploma, degree or certificate and commencement information

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

31

PeopleSoft Enterprise Manage Financial Services

Student Recruiter

Recruit Prospects

Faculty Advisor

Advise and Transition Students

Student

Enroll in Classes

Receive and Evaluate Financial Aid Application

Assess Financial Aid Need

Award and Package Financial Aid

Notify Student of Award

Process Loans Review Satisfactory Academic Progress

Financial Aid Officer

Process Pell Grants

Disburse Aid

Manage Work Study

Calculate Tuition and Fees

Bill Financial Customer

Receive Payments and Provide Cashiering Services

Create and Distribute Refunds

Bursar
Determine Payment Plan Post Financial Transactions Report Taxes

Credit Manager

Collect Overdue Accounts

Campus Services Director


Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Manage Campus Services

32

PeopleSoft Enterprise Receive and Evaluate Financial Aid Application

Student Recruiter

Recruit Prospects

Go To: Award and Package Financial Aid Departmental Aid

Student

Submit application for federal aid

Requesting?

Institutional

Create institutional application

Profile or Need Access Create Institutional, College Board Profile or Need Access application

Institutional Application

Identify student's and parent's expenses, assets and resources and calculate total income and assets Maintain Application 2004-2005 Maintain Application 2005-2007 Maintain Application 2007-2007

EFC Summary Need to Review?

Review information about student's institutional EFC View 2004-2005 IM EFC Detail View 2005-2007 IM EFC Detail View 2007-2007 IM EFC Detail

INST Corr Audits

Review corrections made to a student's Institutional application View Correction Audits

Assess Financial Aid Need

Need Access

Import Need Access applications and manage files Load Records 2005-2007 Recycle Suspense 2005-2007 Move Suspense 2005-2007 Suspense Records 2005-2007 Load Records 2007-2007 Recycle Suspense 2007-2007 Move Suspense 2007-2007 Suspense Records 2007-2007

Type?

Review information about student's federal EFC View 2004-2005 FM EFC Detail View 2005-2007 FM EFC Detail View 2007-2007 FM EFC Detail

Profile

Financial Aid Officer

Import PROFILE applications and manage the files Load Records 2005-2007 Recycle Suspense 2005-2007 Move Suspense 2005-2007 Suspense Records 2005 -2007 Load Records 2007-2007 Recycle Suspense 2007-2007 Move Suspense 2007-2007 Suspense Records 2007 -2007

No

ISIR

Import ISIRs and manage the files Process ISIRs Import Federal Data Files 2005-2007 Suspense Management 2007-2007 Suspense Management 2005-2007 ISIR File Data 2007-2007 ISIR File Data Delete ISIR/NSLDS Records ISIR Suspense Detail Report ISIR Load Summary Report System Generated ISIR Report CPS Reject/Assumption Report Review CPS/NSLDS Transactions

Decide if need to correct

Yes

Correct ISIR records Correct 2004-2005 ISIR records Correct 2005-2007 ISIR records Correct 2007-2007 ISIR records Manage Corrected ISIR Data View ISIR Field Audits

Review corrections and create files to return Process ISIR Corrections Process ISIR Correction Errors Enter FAFSA Signatures Modify ISIR School Recipients View 2005-2007 Outbound Files View 2005-2007 Outbound Data View 2007-2007 Outbound Files View 2007-2007 Outbound Data Create Federal Data Files

Resubmit ISIR files to the CPS Process ISIR Corrections

Corrections Submitted

Canadian National Aid

Import Canadian applications and manage files Process Data Load View Load Results Manage Suspended Records Process Suspense Files

Canadian Institutional Application

Identify Canadian student's and parent's expenses, assets and resources and calculate total income and assets Add Institutional Application Create/Update FT Application Create/Update PT Application

Review audit results for Canadian application View CNAS Results View Application Audit View Extension Audit

External Fin Aid Providers Receive application (FAFSA)

Receive Profile or Need Access application and provide info to institution Create ISIR and provide to institutions Receive corrected application

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

33

PeopleSoft Enterprise Assess Financial Aid Need

Yes Receive and Evaluate Financial Aid Application

Request student deleted from budget worktable Maintain Budget Work Table

Group, Batch

Create and review selection of students Select Students

Identify rules and determine budget item amount for each category Process Formula

Delete student from preliminary results? Identify budget categories with tuition and calculate the amount Process Tuition Move budget results to student's budget record to create budget Move Budget to Students

No

Review and/or adjust Pell budget items for a student Adjust Pell Budgets in Batch Yes Review results and manage budgets View Student Budget Summary View Batch Budget Details Maintain Term Budgets

Create or update student's term information or create records for a large number of students Manage Financial Aid Years View Financial Aid Status Process Financial Aid Years Maintain Student FA Term Create FA Term Driver Records Build FA Term in Batch FA Term Census Report

Decide if creating a budget for

Individual, Online

Identify student and create a term budget or build automated budget Create Student Budget

Adjust?

No

Financial Aid Officer

Verify individual or family income summary and tax info Manage 2004-2007 Verification Manage 2007-2007 Verification Manage 2007-2007 Verification

Decide if comparison for

Group

Identify students for verification Perform Batch Consolidation View Batch Consolidation

Verify information for all students that meet the selected criteria Perform Batch Verification View Verification Summary View Verification Details

Simulate Federal Estimated Family Contribution scenarios Simulate 2004-2005 FM INAS Simulate 2005-2007 FM INAS Simulate 2007-2007 FM INAS

Review data from National Student Loan Data System import and manage files Process NSLDS Files Manage NSLDS Records NSLDS FAT Load Error Report Review NSLDS Flagged Students NSLDS Alert File Report Update Aggregates with NSLDS Process NSLDS Request Review CPS/NSLDS Transactions

Produce SAP and Verification population and review status Select SAP/Verification (MC) Update SAP/Verification Status

Individual

Perform comparison of source and target info and review Perform Auto Verification

Identify external award data for students Add External Awards by Type Add External Awards to Student

Review students who reported aid from other sources View Self Reported Aid

Validate need summary information Need Summary Validation

Manage external awards data Process External Award File View Data File Stating Results Load External Awards External Award Load Summary External Award Load Detail Manage External Award Data Manage External Awards by Type Manage Student External Awards Manage Awards by Status Process SF External Award

Award and Package Financial Aid

Student

Report financial aid given by other sources Report Aid from Other Sources

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

34

PeopleSoft Enterprise Award and Package Financial Aid

Early Financial Aid

Offer early financial aid and review early offers Offer Early Financial Aid View Early Aid by Career View Early Aid by Category

Go to: Admit Students: Offer Financial Aid

Review current and lifetime cumulative aid and aid limits View Aggregate Aid Review Lifetime Aggregate View Aggregate Program Summary Update Incoming Aggregates Assign Aggregate Source

Expire anticipated aid Expire Anticipated Aid Assess Financial Aid Need Type of financial aid? How to create packages? Group (Batch) Create formula to define students to be selected for packaging Select Students Packaging Institutional Aid? Identify and select students Select Students Insert ISIR Rows (CAN) Identify messages received as a result of process View Mass Packaging Errors View Packaging Status Summary Print Batch Process Messages Review students selected and update View Results by Students Associate packaging plans with the selected students Assign Plans Identify processing messages View Mass Packaging Errors View Packaging Status Summary Print Batch Process Messages Review plans used and students assigned to them View Results by Plan View Results by Query Create simulated mass packaging, to review and/ or live mass packaging and review results Process Mass Packaging Identify messages received as a result of process View Mass Packaging Errors View Packaging Status Summary Print Batch Process Messages Review number of students selected for each packaging plan and those packaged View Mass Packaging Summary View Mass Packaging Details Mass Packaging Summary Report Mass Packaging Detail Report Review student's financial aid eligibility and need information View Mass Packaging Summary View Mass Packaging Details Mass Packaging Summary Report Mass Packaging Detail Report Need Summary Validation Review awards that were packaged for a student View Mass Packaging Summary View Mass Packaging Details View Packaging Status Summary Mass Packaging Summary Report Mass Packaging Detail Report

Award

No

Number of Students

Review anticipated aid View Anticipated Aid Item Type View Anticipated Aid by Term

Eligibility and Need

Financial Aid Officer


Yes

Identify and select students Institutional Aid Select Students

Review students selected and update - Institutional Aid View Results by Students

Associate packaging plans with the selected students Institutional Aid Assign Plans

Review plans used and students assigned to them - Institutional Aid View Results by Plan View Results by Query

Create simulated mass packaging, to review and/ or live mass packaging and review results Institutional Aid Process Mass Packaging

Identify messages received as a result of process - Institutional Aid View Mass Packaging Errors View Packaging Status Summary

Review Details? Awards Packaged

Decide if need to?

Review aid activity View by Date View Award Category Summary View Term Award summary View Award Earnings summary View Work Study Approval View Campus Jobs Generate Overaward Report View Award Activity View NSLDS Loan Data Maintain User Edit Messages

Notify Student of Award

Yes

Assign departmental awards Assign Departmental Awards Students Not Packaged No No Judgment?

Identify educational resources Identify Education Resources

Individual (Manually)

Establish packaging criteria Assign Packaging Ratings Assign Packaging Variables

Assign awards to a student and post Assign Awards to a Student

Departmental Awards?

Review students who did not receive an award package in the mass packaging View Mass Packaging Errors

Review Pell schedule test Pell Schedule Test

Process Pell schedule test Process Pell Schedule Test

Repackage Review aid awards and override decision with professional judgment Invoke Professional Judgment

Identify students to include in repackaging Select Students to Repackage

Review students selected for repackaging and update View Selected Students

Associate repackaging plans to students Assign Repackaging Plans

Restricted Aid

Receive notification of restricted award from Restricted Aid Committee

Award restricted financial aid Make Award Evaluate Ratings

Yes

Review repackaging plans and students assigned to them View Assigned Plans View Students by Plan

Initiate repackaging process Process Batch Repackaging

Review processing results View Batch Repackaging Summary View Batch Repackaging Details View Batch Repackaging Errors

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

35

PeopleSoft Enterprise Notify Students of Awards

Student

Receive notification of award

Review information about financial aid awards View Financial Aid Pending Financial Aid

Accept or decline award Accept/Decline Awards

Self-Service

Assign self-service access to students in batch Assign Self Service Access

Post self-service awards for financial aid recipient Post Self Service Awards

Review self-service awarding activity details View Batch Summary View Self Service Activity View Self Service Status

Review administrative requests created by a student View Self Service Requests

Group Letters

Review settings for the Forms Engine Award Notification Defaults Award Notification One-Up

Review letter contents Award Notification Summary Award Notification Inquiry

Request letter creation Award Notification Batch

Reprint, if needed Award Notification Reprint

Process Loans

Financial Aid Officer

Award and Package Financial Aid

How to notify?

Accept, cancel, or decline awards per student's instructions Perform Mass Action

Process Pell Grants

Individual Student Letter

Identify the students for the award notification letter Select Award Letter Data View Mass Change Selection

Identify the information to be included in the FAN letter Select Award Letter Data

Request the letter be printed Create Award Letter Data File

Review summary of FAN letter View Award Letter Data

Manage Work Study

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

36

PeopleSoft Enterprise Process Loans

No

No

Review loan information View CRC Loan Status Codes View CRC Loan Participants View CL 4 Lenders View CL 4 Loan Servicers CRC Certification Request

Identify students who accepted and determine eligibility and calculate loan amounts, disbursement, etc. Maintain Originated Loans

Check loan origination records for errors Validate CL 4 Loans Validate CRC Loans

Review errors in the validation process Validation Error Report

Passed validation process?

Yes

Verify loan status or change existing status to prepare loan for outbound transmission Maintain Originated Loans Override Loan Status

Verify application tables View CL 4 Application Records

Create the loan application data files in CRC or CL 4 format and transmit to loan servicers Process CRC Outbound Records Process CL 4 Outbound Records Outbound EC Agent Rename Outbound Files

Place loan on hold Process Hold and Release

Review loans on hold and correct errors, release hold and resubmit Loans on Hold Report Review Hold/Release Errors Process Hold and Release Review Exception Messages

Update loan information accordingly Maintain Originated Loans

CommonLine Loans

Need promissory note info? Determine loan destination, process level, and MPN status from the submitted promissory note Enter Stafford Prom Notes Enter PLUS Prom Notes Enter ALT Prom Notes Maintain Student MPN Usage View CL4 Stafford Prom Notes View CL4 PLUS/Alt Prom Notes Review information for outbound origination files Pending Response Report Review CL4 File Transactions CRC Document Management CRC Award Management Receive inbound loan applications from loan servicers Inbound CRC XML Files Process CRC Inbound Files Inbound EC Agent Process CL 4 Inbound Files Business Document Summary Business Document Errors Review processed loans received from loan servicers Maintain Originated Loans Review CL 4 File Transactions CRC Document Management CRC Award Management

Yes Review reconciliation reports CL4 EFT Discrepancy Reports CRC EFT Discrepancy Reports CL4 Check Reconciliation Rpt CL4 Certification Request Rpt CRC EFT Reconciliation Report Rejected Application Report

Yes

Yes

Update and synchronize transmission data Loan Transmission Information

Verify application tables View CL 4 Application Records

Loan rejected by servicer?

No

Review and/or update disbursement information Maintain CL Disbursements

Need to initiate or have received changes to loan?

Financial Aid Officer

Create loan records for eligible students Process Loans

Award Includes?

No

Originate the Stafford or PLUS loans that have been accepted and review results Manage Direct Loan Application View Loan Processing Actions

Manage Common Origination and Disbursement (COD) files for direct loans Generate Direct Loan Data View COD Data

Need to override data?

Yes

Override applicant information on the application Override Loan Application Data Override Processing Status

Direct Lending

Review promissory note info? No Yes Review promissory note information View Promissory Note Actions Review Promissory Note Actions

Create direct loan promissory note communication Create PNote Communication Print Promissory Note View Promissory Note Create Signatures in Batch Print Perkins MPN

Create data for the loan manifest once note is signed and print Generate Direct Loan Manifest Review Manifest Batches Print Manifest Report - PLUS Print Manifest Report-Stafford

Create the loan application and transmit to loan origination center Generate Direct Loan Data Outbound EC Agent Rename Outbound Files

Receive inbound loan applications Generate Phase-In Data Import Phase-In Data

Manage Common Origination and Disbursement (COD) files for incoming files Import COD Response Data View COD Data

Reconcile account info?

No

Review?

Yes

Notify Student of Award

Record cash receipts, drawdowns and return of excess cash Manage DL Cash Transactions

Create Direct Loan School Account Statement report Generate DLSAS Report

Reconcile institutional records with Loan Origination Center's records Manage DL Cash Transactions

Review processed direct loan information Origination Export 2003-2004 Origination Import 2003-2004 Prom Note Import 2003-2004 PLUS Credit Import 2003-2004 Change Export 2003-2004 Change Import 2003-2004 Disbursement Export 2003-2004 Disbursement Import 2003-2004 DLSAS Import 2004-2005 DLSAS Import 2005-2007 DLSAS Import 2007-2007 View Originated Loans View Loan Application Status View Origination Export View Origination Import View Promissory Note Import View PLUS Credit Import View Change Export View Change Import View Disbursement Export View Disbursement Import View Origination Export View Origination Import View Promissory Note Import View PLUS Credit Import View Change Export View Change Import View Disbursement Export View Disbursement Import View Origination Export View Origination Import View Promissory Note Import View PLUS Credit Import View Change Export View Change Import View Disbursement Export View Disbursement Import View Disbursement Status View Award Disbursements

No

Disburse Aid

Create reconciliation reports Validation Errors Report Loans on Hold Report Origination Export Report Accepted Originations Report Origination Auth Report Disbursement Exception Summary Rejected Originations Report Inbound Errors Report PLUS Credit Decisions Report Origination Changes Report Change Pending Status Report Rejected Changes Report Disbursement Status Report Disbursement Errors Report Booking Status Report Disbursement Booking Report Generate Reconciliation Report

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

37

PeopleSoft Enterprise Process Pell Grants

Notify Student of Award No

Pell Grants Return Title IV Funds? Originate the Pell payment Originate Pell Payment Manage Pell grant data Generate Pell Phase-In Data Import Pell Phase-In Data Create Pell Data Request Review Pell Outbound Batches View Pell Phase-In Outbound View Pell Phase-In Inbound View Pell Data Request Create Pell origination reports Transaction Status Origination Import and Export Origination Status Originations by Batch Records With No Origination Originations by Action Code Rejected Origination by Batch Origination Acknowledgement Yes Identify funds for return Define Rules for Return Create Worksheet

Review and analyze information Track PW Disbursement Track TIV Funds Return Review Summary of TIV Return Return of TIV Aid Report

No Create FISAP reports FISAP Report 2002-2003 FISAP Report 2003-2004 FISAP Report 2004-2007 FISAP Report 2007-2007 FISAP Report 2007-2007 FISAP Report 2007-2008

Review application information history Institutional Detail 2000-2001 Institutional Detail 2001-2002 Institutional Detail 2002-2003 Institutional Detail 2003-2004 View Prior Year(s) Application View 2001-2002 Application View 2001-2002 Application View 2002-2003 Application View 2003-2004 Application View Prior Year Verification View 2001 Verification Data View 2002 Verification Data View 2003 Verification Data View 2004 Verification Data

Manage Common Origination and Disbursement (COD) files for Pell Generate Pell Data View COD Data

Manage Pell payment Manage Pell Payment

Manage Common Origination and Disbursement (COD) files for incoming files Import COD Response Data View COD Data

Need reports for Federal Campus-Based Programs?

Yes

Manage funds Fiscal Aggregate Summary Fund Roster FA801 Award Data by Item Type

Review history?

Financial Aid Officer

Create Pell year-to-date reports YTD Originations YTD Originations Errors YTD Disbursements YTD Disbursement Errors Review YTD Records Create Pell disbursement reports Disbursement Records Disbursements by Batch Rejected Disbursement by Batch Disbursements by Status Disbursement Acknowledgment Disbursements by Action Code

Review Direct Loan 2000-2001 information history View Origination Export View Origination Import View Promissory Note Import View PLUS Credit Import View Change Export View Change Import View Disbursement Export View Disbursement Import

Review Federal ISIR information history Pre-2000-2001 ISIR History View 2000-2001 ISIRs View 2001-2002 ISIRs View 2002-2003 ISIRs View 2003-2004 ISIRs Federal Detail 2000-2001 Federal Detail 2001-2002 Federal Detail 2002-2003 Federal Detail 2003-2004 Disburse Aid Review Direct Loan 2002-2003 information history View Origination Export View Origination Import View Promissory Note Import View PLUS Credit Import View Change Export View Change Import View Disbursement Export View Disbursement Import

Review?

Create Pell multiple reporting reports MRR by Batch MRR by Status MRR Report Review MRR

Create Pell cash management reports Cash Management Reconciliation Report Cash Summary Review Statement of Account Review Reconciliation Print Grant ESOA

Review Direct Loan 2001-2002 information history View Origination Export View Origination Import View Promissory Note Import View PLUS Credit Import View Change Export View Change Import View Disbursement Export View Disbursement Import

Review Direct Loan 2003-2004 information history Origination Export 2003-2004 Origination Import 2003-2004 Promissory Note Import 2003-2004 PLUS Credit Import 2003-2004 Change Export 2003-2004 Change Import 2003-2004 Disbursement Export 2003-2004 Disbursement Import 2003-2004

Review history View Archived Direct Loan Data View Archived Application Data View Originated Loans

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

38

PeopleSoft Enterprise Manage Work Study

Managing work study requires integration between the institutions payroll department and the financial aid office. Compensated wages are tracked by payroll and can be viewed within Financial Aid.

Financial Aid Officer

Notify Student of Award

Identify work-study job information for approved student and verify student has a posted work study award View Work Study Approval

Review students work history Workforce Job Summary

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

39

PeopleSoft Enterprise Disburse Aid

No

Authorize aid Disburse Aid

Disburse aid Disburse Aid

Individual Online

Identify aid to be disbursed Disburse Aid

Override needed?

Process Loans

Yes

Authorize and disburse aid with overrides Disburse Aid with Override

Need to review info ?

Yes

Review an individual student's award disbursement status View Disbursement Status

Review disbursement activities for particular disbursement action and status View Loan Status Reports

No

Disburse awards?

Create disbursement reconciliation report Reconciliation Report

Review Satisfactory Academic Requirements

Process Pell Grants Group, Batch

Review a summary of the batch authorization scheduled View Award Activity

Process award authorizations Process Award Authorizations Authorization Failure Report

Process disbursements Process Disbursements

Financial Aid Officer

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

40

PeopleSoft Enterprise Review Satisfactory Academic Progress

Disburse Aid

Create simulation data for a student Simulate Student Eligibility

Evaluate SAP eligibility for selected students Process SAP

Review SAP data Review Report Data

Review and update student SAP details Maintain Student SAP Data

Create SAP comments and communications Create SAP Communications

Financial Aid Officer

Campus Services Director

Manage Campus Services

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

41

PeopleSoft Enterprise Calculate Tuition and Fees

Student

Enroll in Classes

Review tuition and fees Account Inquiry

Inquiry needed?

Yes

Make inquiry to Bursar's office Account Inquiry

No

End

Yes

Identify a student's optional fees Assign Optional Fees Override Optional Fees Student Calculate tuition for a student Tuition Calculation Review Calculation Messages Equation Variables Review fees after calculation Review Fees After Calculation Review Fees Prior to Posting

Bill Financial Customer

Optional fees to calculate? Lock in tuition amount to set the minimum amount of tuition or fees Lock in Tuition Amount Process Tuition Lock In

No

Set minimum amount?

Yes

Tuition calculated for? Yes Group, Batch Calculate tuition for multiple students Calculate Tuition View Fee Calculation Messages Calculate Terms in Residency Review fees after calculation Review Fees After Calculation Review account history or account summaries View Customer Accounts View Corporate Accounts View Account Summary Create tuition and fees reports, as needed Fees After Calculation Report Fees Prior to Posting Report Tuition Calc Error Report

Bursar
No

Review?

Yes

No Perform Australian loan processing? Yes Manage HELP, PELS, and HEC loans Maintain FEE-HELP Loan Maintain OS HELP Loan Process Loan Determination Process FEE HELP Determination Review HECS Results Process HECS Reconciliation Commonwealth Assistance Notice

No Cancel or receive notification of enrollment cancellation Cancel Enrollment Review Enrollment Cancellation Review Cancellation Messages Report Cancellation Identify group of students with cancelled enrollment and calculate tuition Calculate After Cancellation

Financial Aid Officer

Advise and Transition Students

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

42

PeopleSoft Enterprise Bill Financial Customer

No

Request payment arrangements

Student
Receive bill Is inquiry needed? No Ready to pay? Yes Pay bill online Make a Payment

Yes No

Calculate Tuition and Fees Review students account details View Item Due View Item Line View Item Create billing entries, invoice, and/or print an invoice for students Generate Invoice Print Invoice Produce Extract File Print Invoice Crystal

Identify items in dispute and/ or remove item from dispute status Change Item Line Change Corporate Item Line

Should charge be adjusted?

Yes

Adjust charges by removing item in dispute from account Reverse Charge Reverse Corporate Charge

Receive Payments and Provide Cashiering Services

Determine Payment Plan

Individual Student

Create an individual bill for all or some of a student's charges, instantly Identify Student Charges

Type of customer?

Group of Students

Identify items ready to be billed Pending To Bill Items

Define parameters for how to identify and bill students Create Billing Request

Review account or invoice history or review invoices printed Review Invoice Student Invoice Summary Cancel invoice?

No

Provide bill to customer

Bursar
Organizations Define parameters for how to identify and bill corporations Create Billing Request

Create billing entries, invoice and/or print an invoice for corporate accounts Generate Invoice Print Invoice Produce Extract File Print Invoice Crystal

Review account or invoice history or review invoices printed Review Invoice Review Printed Invoice

Review organizations account details View Corporate Item Due View Corporate Item Line View Corporate Item

Yes

Cancel invoice Cancel Invoice Review Invoice Cancellation

End

OLA or VERWINFO

Create OLA forms Print OLA Forms

Send OLA forms to students

The student signs and returns the OLA forms to the bank to notify bank of OLA details and payments to be deducted from bank account assigned Institution process form by assigning students to payment plan

The bank processes the OLA forms, produces the VERWINFO, and sends the VERWINFO to the institution

Load VERWINFO payment file and post payments Load Verwinfo

Netherlands

OLA, VERWINFO, or Clieop03?

Institution prints Incasso form and sends to students

Students sign and return Incasso form to institution

Create Clieop03 receivables to produce direct debits Create Clieop03 Receivables

Bank runs Clieop03 file and transfers money to institution

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

43

PeopleSoft Enterprise Determine Payment Plan

Student

Enroll in payment plan Enroll in Payment Plan

Payment Plan

Define payment plan Create

Link student to payment plan Assign

Calculate and post prepayment schedule to account Assign and Recalc

Review payment plan records Review Results by Contract Inquire Contract Assignments

Bursar

Bill Financial Customer

Type of payment plan?

Third-Party Payment Plan

Update third-party contract payment schedule calculations Assign and Recalc

Define third-party contract plan Create

Link student to third-party contract and post payment schedule to account Assign Third Party Contract report

Review third-party contract results Review Results by Contract

Deferral Contract

Define deferral contract plan Create Deferral Contract

Link student to deferral contract and post payment schedule to account Assign Deferral Contract

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

44

PeopleSoft Enterprise Receive Payment and Provide Cashiering Services


Review account summary and provide payment (online, in person, or check) Account Inquiry Payment Profile Make a Payment

Student

Review and grant permissions View Student Permissions

Student Payment

Accept student payments and post payment to student's account Post Student Payments

Assign Waivers

Assign waivers to apply restricted credits to terms other than the current term Assign Student Permissions

Review summary of items by invoice and update invoice ID View Items by Invoice Update Payment Invoice ID View Corp Items by Invoice Update Corp Payment Invoice Review payments and cashiering receipts Review Student Payments Review Corporate Payments Review Department Receipts Review Check Cashing Review Corporate Receipts Review Student Receipts Review Receipt Details

Corporate Payment Open cashier's office and register Open Offices Payment types received? Electronic Check

Post corporate payment to corporation's account Post Corporate Payments Cashiering services provided? Process electric check Process Electronic Check

Department Receipts

Collect departmental receipts and create General Ledger interface to move the funds into the department account Collect Department Receipts Approve Department Receipts Review?

Close cash registers, cashier, and cashiers office Close Offices

Reopen the cashier offices, if needed Reopen Offices

Cash Checks

Cash check for student or customer Cash Checks

Cashier
Credit Cards

Process credit card transactions Process Credit Cards Review Transaction Log Review Pending Transactions Maintain ePayment Transactions

Void Receipts

Void a receipt Void Receipts - Cashier Void Receipts All

Review balances by business day Review Receipts By Date Review Receipt Tender Flow Review Totals by Deposit ID Review Tender By Cashier Review Tender By Register Receipts By Business Date Receipts By Number Summary Receipts By Deposit ID Summary

Payroll Deduction

Set up payroll deductions and collect payments from payroll Identify SA Deduction Codes Create Deduction Relationship Process SA Payroll Deduction Create Deduction Transactions Review Deduction Transactions

Replenish Cash

Replenish cash Replenish Cash Review Replenishment

Create accounting entries for cashiering transactions Generate Cashiering Entries

Go To: "Record Transactions" to post to the General Ledger

Interim Deposit

Process interim bank deposit without having to close registers or the cashiering office Make Interim Deposits Interim Deposit Detail

From: "Record Transactions" send posted transactions back

Post Delayed Receipts

Post delayed receipts Post Receipts

Review posted cashiering transactions Review Cashiering Entries

Bursar

Bill Financial Customer

Post Financial Transactions

Create and Distribute Refunds

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

45

PeopleSoft Enterprise Create and Distribute Refunds

From: "Teach Courses" Receive notification that student dropped a class or withdrew from term

No Review refund processing messages Review Batch Refunds Review Batch Messages Report Batch Refunds Report Batch Messages Receive notification to approve refunds Process Refund Approval Refund Approval Message Agent Review and approve refunds Verify Student Approvals Verify Corporate Approvals Approve Student Approve Corporate

Electronic Check Or Credit Card

Distribute refund to third party processor Process ePayment Refunds

Review processing messages Review Refund Messages Batch ePayment Refund Details

Batch

Create batch refunds Create Refunds

Approval required?

Yes

Distribution method? Identify students requiring refunds through payroll Create Student Job Data Request payroll interface Request Student Job Data Request Payroll Interface

Direct Deposit Or Check Batch or online refunds?

Load paysheets Load Paysheet Transactions

Payroll

Student

From: "Disburse Aid" Receive notification that student requires Financial Aid refund

Create refund and post to student's account Student Refund

Create an interface for online student refund Produce Student Refund Check

Calculate refund and post to account Student Refund Refund With Extra Amount Designate Sponsor Sponsor Refund Designate Corporate Sponsor Corporate Sponsor Refund Corporate Refund

Direct deposit or check?

Check

Print checks Produce Student Refund Check

Confirm refund and update with check information Request Refund Update

No

Direct Deposit

The payroll method involves creating and distributing refunds using PeopleSoft Payroll for North America

Corporate

Create refund and post to corporate Corporate Refund Approval required? Yes Approve refund

Create electronic transmittal file to transfer refund directly to students bank account Create Direct Deposit File

Print direct deposit advice slips Print Advice Forms

Online Refund via Payroll or Payables? Receive Payments and Provide Cashiering Services

Type of refund? Refund w/ Extra Amount Create refund for amount greater than the refundable balance Refund With Extra Amount

Reverse Refund Further action needed?

Reverse refunds to students or corporations Student Refunds by ID Student Refunds by Date Corporate Refunds by ID Corporate Refunds by Date

Cancel Create refund to be issued to someone other than the student Designate Sponsor Designate Corporate Sponsor Sponsor Refund Corporate Sponsor Refund No Review refund processing messages Review Batch Refunds Review Batch Messages Report Batch Refunds Report Batch Messages Receive notification to approve refunds Process Refund Approval Refund Approval Message Agent Review and approve refunds Verify Student Approvals Verify Corporate Approvals Approve Student Approve Corporate Create AP Interface info and provide to Accounts Payable to issue refund payment Review Student Vendors Review Corporate Vendors Review Voucher Data Create Vendors and Vouchers Student Vendor IDs Calculate refund and post to account Student Refund Refund With Extra Amount Designate Sponsor Sponsor Refund Designate Corporate Sponsor Corporate Sponsor Refund Corporate Refund

Cancel refunds Cancel Student Refund Cancel Corporate Refund

Post Financial Services

Refund, Other

Bursar
The accounts payable method involves creating and distributing refunds through an interface with PeopleSoft Payables

Direct Deposit Or Check

Create or publish vendor or voucher information to AP Create Vendors and Vouchers

Direct deposit or check?

Print checks Check Produce Student Refund Check

Confirm refund and update with check information Request Refund Update

Direct Deposit Distribution method?

Review Info

Batch

Create batch refunds Create Refunds

Approval required?

Yes

Accounts Payables

Batch or online refunds? Student

Create electronic transmittal file to transfer refund directly to students bank account Create Direct Deposit File

Print direct deposit advice slips Print Advice Forms

Review refund details Review Student by ID Review Student by Date Review Sponsor Refunds by ID Review Sponsor Refunds by Date Review Corporate Refunds by ID View Corporate Refunds by Date Review Corporate Sponsor by ID View Corporate Sponsor by Date Refunds by Date Completed Refunds by Date Open Refunds Individual Refunds Corporation Refunds

Create refund and post to student's account Student Refund

Create an interface for online student refund Produce Student Refund Check

No Distribute refund to third party processor Process ePayment Refunds Review processing messages Review Refund Messages Batch ePayment Refund Details

Electronic Check Or Credit Card

Corporate

Create refund and post to corporate Corporate Refund

Approval required?

Yes

Approve refund

Online

Type of refund? Refund w/ Extra Amount Create refund for amount greater than the refundable balance Refund With Extra Amount

Refund, Other

Create refund to be issued to someone other than the student Designate Sponsor Designate Corporate Sponsor Sponsor Refund Corporate Sponsor Refund

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

46

PeopleSoft Enterprise Post Financial Transactions


Review information and select posting action (approved or not approved) Approve Corporate Groups Approve Student Post Group Post Group Approvals

Receive Payments and Provide Cashiering Services

Receive returned check

Payment

Reverse individual's or corporate account payment Reverse Payment Reverse Corporate Payment

Need to?

Reverse Payment or Charge

Type of transaction to reverse? Reverse individual's or corporate account charge Reverse Charge Reverse Corporate Charge Reverse Groups Create accounting entries for financial transactions Generate Accounting Entries Go To: "Record Transactions" to post to the General Ledger

Charge Create Charges

Method for posting?

Single Transaction

Record a single transaction for a student or a corporation Post Student Transaction Post Corporation Transaction

Review consolidated single transactions Review Posting Information

From: "Record Transactions" send posted transactions back

Bursar

Review posted financial transactions Review Accounting Lines Review group processing information and create posting reports Group Post - Suspended Group Summary Daily Activity Daily Posting Group Detail Account Audit Statement Report

Group of Transactions

Create group of payments or charges for students or corporations Create Group Data Entries Create Group Corp Data Entries

Review and revise transactions Review Transactions Correct Transactions Correct Corporate Transactions

Request group posting and identify approvals for posting Post Transactions

Reverse interface?

No

Create trial balance reports By Account By Student By Student Item By Corporate Account By Corporation By Corporate Item

Report Taxes

External File Load

Receive transaction information from external sources; review and update, as needed External Files Review Suspended Transactions

Yes

Reverse GL Interface Reverse GL Interface Purge? No

Create and Distribute Refunds Yes

Consolidate the transactions into one posting group Purge Posting Table

Credit Manager

Collect Overdue Accounts

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

47

PeopleSoft Enterprise Collect Overdue Accounts

Apply Payment

Apply payment Apply Payment Payment Shuffle

Reverse write-off?

Yes

Review write-off information and reverse it Reverse Student Write-Off Reverse Corporate Write-Off

Hold

Place hold on student account Process Credit History

Customer

Create worklist for collectors Assign Customers to Worklist Put Customers in Collection

Update collection letter information and create letters Dunning Letter Content Generate Dunning Letters Letter Generation

Initiate customer contact Begin Customer Collection Update Customer Collection

Review the history of the collection customer, contact the customer and/or record contact activity View Customer Collection Data View Customer Collector Queue

Later

Create collection agreement, create payment schedule and post to the account Collection Agreement Customer type?

Customer

Review customer in collection status and create worklist Customers in Collection Customer Collection Worklist Customer Collection CI

Review credit history Process Credit History Review Credit History One Customer Report All Customer Report Customer Report by Account How to deal with the Account?

Dispute

Identify items in dispute and/ or remove item from dispute status Change Item Line Change Corporate Item Line

Should charge be adjusted?

Yes

Adjust charges by removing item in dispute from customer/corp account Reverse Charge Reverse Corporate Charge

Credit Manager

Place customer or corporation in collection Process Collections

Customer type? Update collection letter information and create letters Dunning Letter Content Corporate Dunning Letter Letter Generation Initiate customer contact for the corporate account Begin Corporate Collection Update Corporate Collection Review the history of the collection customer, contact the customer and/or record contact activity View Corporate Collection Data View Corporate Collector Queue

Collect funds now or later? Create worklist for collectors Put Corporations in Collection Assign Corporation to Worklist

Cancel

Identify classes, session, or term enrollments to be canceled due to nonpayment of fees Enrollment Deposits Cancel Enrollment

Review enrollment cancellation processing messages Review Cancellation Messages

Review enrollment cancellation information Review Enrollment Cancellation

Prepare for account reconciliation by validating referential integrity Validate Tables

Corporation

Now

Obtain commitment for a promise to pay

Corporation

Review corporation in collection status and create worklist Corporations in Collection Corporate Collection Worklist Corporate Collection CI

Review corporate credit history Process Credit History Review Corp Credit History One Corporation Report All Corporation Report Corporate Account Report

Create trial balance reports By Account By Student By Student Item By Corporate Account By Corporation By Corporate Item

Write-off

Identify a customers whose accounts are write-offs Post Student Write-off Post Corporate Write-off

Process write-offs Run Write-off Process

Post Late Fees

Post and review late fees Late Fees Processing Late Fees Processing-Billing Review Student Late Fees Review Late Fees-Billing Review Late Fee Messages Review Corp Late Fees Review Corp Late Fees-Bill Review Corp Late Fee Messages Late Fees Report

Bursar

Post Financial Transactions

Campus Services Director

Manage Campus Services

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

48

PeopleSoft Enterprise Report Taxes

1098-T

Create 1098-T data for reporting tuition and expenses for student Generate 1098-T

Update 1098-T data for student Edit 1098-T Data

Review 1098-T data for student Review 1098-T Data

Revoke 1098-T consent for student, if needed Revoke 1098-T Consent

Print 1098-T form and create electronic transmission file 1098-T Form Print

T4A

Create data related to scholarship income to produce T4A slips Generate T4A

Review and validate T4A student income balances Review T4A Data

Post Financial Transactions

Create job data to prepare for tax processing Create Student Job Data

Type of tax?

T2202A

Create T2202A data to report tuition and offsets of tuition for students Generate T2202A

Edit T2202A data for student Edit T2202A Data

Print T2202A tax information on preprinted forms Print T2202A

Extract T2202A JetForm File Create T2202A Extract File

Bursar
Create receipts Generate Donation Receipts Generate Tax Receipts

Receipts

Reports

Create tax reports Batch Message Inq/Print 1098-T Audit Report 1098-T Form Print GST Tax Summary Report Individual GST Tax Detail Organization GST Tax Detail

Manage Campus Services

Campus Services Director

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

49

PeopleSoft Enterprise Manage Campus Services

Admissions Coordinator

Admit Students

Student

Enroll in Classes

Bursar

Manage Financial Services

Housing Officer

Receive Applications for Housing

Assign Housing

Negotiate Rental Agreements and Payments

Determine Meal Plans

Renew for New Term

Librarian

Provide Publication Catalog Lending

Provide InterLibrary Lending

Acquire and Manage Media

Provide Digital Media

Manage Knowledge

Manage Personal Information

Manage SEVIS

Campus Services Director

Manage Checklists, Communications, and Comments Manage Service Indicators

Manage Organization and Committee Information Manage Campus Event Planning

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

50

PeopleSoft Enterprise Manage Personal Information


Admissions Coordinator
Admit Students

Student

Enroll in Classes

Bursar

Manage Financial Services

Person

Campus Services Director

Search for existing name and address for person or student; add or update, if found Search/Match Address Search Add/Update a Person Search/Match Address Search Add/Update a Person

Add or update biographical data for a person Addresses Electronic Addresses Seasonal Addresses Phones Ethnicity Languages Religious Preferences Decedent Data FERPA FERPA Quick Entry Review FERPA Display Relationships Relations with Institution Person-to-Person Summary Names Emergency Contacts Work Experience Communication Preferences Student Data AUS Apply Seasonal Addresses Update Linked Addresses

Record immunizations, health history and exam results for a person Accommodation Data Immunizations and Health Impairment AUS Audiometric Exam Eye Exam Physical Exam Respiratory Exam

Record identification information about a person Citizenship and Passport Visa Permit Data Driver's License Data External System ID Residency Data Photo PIN

Record accomplishments, athletic participation and activities for a person Honors and Awards Licenses and Certificates Memberships Publications Athletic Participation Extracurricular Activities

Manage ID of a person ID Change ID Delete ID Change/Delete Process Log ID Delete Control Update ID Type

Person or student?

Student

Review student information Student Services Center

Add or update biographical data for a student Addresses Electronic Addresses Seasonal Addresses Phones Ethnicity Languages Religious Preference Decedent Data Student Data AUS CHESSN Data FERPA FERPA Quick Entry Review FERPA Display Relationships Work Experience Relations with Institution Person-to-Person Summary Names Emergency Contacts Apply Seasonal Addresses Update Linked Addresses

Manage the National Student Index Request NSN Extract NSI Data Load NSI Data Post NSI Data Purge NSI Suspense Table NSI Change Notification NSI Suspense NSI Additional Data

Record immunizations, health history and exam results for a student Accommodation Data Immunizations and Health Impairment AUS Audiometric Exam Eye Exam Physical Exam Respiratory Exam

NZL Record identification information about a student Citizenship and Passport Visa Permit Data Driver's License Data External System ID PIN Photo Residency Data Record accomplishments, athletic participation and activities for a student Honors and Awards Licenses and Certificates Memberships Publications Athletic Participation Extracurricular Activities

NZL or NLD?

No

End

NLD

Register student GBA reporting names Student GBA Names NLD

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

51

PeopleSoft Enterprise Manage SEVIS

Admissions Coordinator

Admit Students

Student

Enroll in Classes

Bursar

Manage Financial Services

Manage I-20 forms I-20 Form View I-20 Form Process F/M alerts and exceptions Process SEVIS Alerts - F/M Select Alerts to Report - F/M Export SEVIS Events - F/M Full Course Exceptions External Full Course Exception Full Course Exception Load Manage DS-2019 forms DS-2019 Form

Campus Services Director

Determine?

Process J alerts Process SEVIS Alerts - J Select Alerts to Report - J Export SEVIS Events - J Import and maintain SEVIS Import Process Import Results SEVIS ID Maintenance SEVIS Master

Review SEVIS Information Passport/Visa Expiration Citizenship/Country/Visa Audit Employment Authorizations View SEVIS Events History SEVIS External System Export

Update personal information Add/Update a Person Citizenship/Passport Data Driver's License Data Visa/Permit Data Search/Match Dependent Search

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

52

PeopleSoft Enterprise Manage Checklists, Communications, and Comments


Admissions Coordinator

Admit Students

Student

Enroll in Classes

Bursar

Manage Financial Services

Manage person checklists Checklist Management Person Item Update - by Item Item Update - by Person Person Checklist Detail Person Checklist Summary Person Tracking Inquiry Person Tracking Summary

Checklists

Set up Checklists Checklist Item Functions Table Checklist 3C Groups Checklist Table Checklist Item Table Tracking Group Table

Manage organization checklists Checklist Management - Org Org Checklist Detail Org Checklist Summary Org Tracking Inquiry Org Tracking Summary

Process checklists Item Update Automated Update Checklist Item-by Item Mass Change Group Mass Change Definition Run Mass Change Mass Change Results

Run 3C Engine 3C Engine Trigger Results Event Definition Event 3C Groups Run 3C Engine Trigger Definition Trigger Prompt Table

Campus Services Director

Manage event checklist Checklist Management - Event Event Checklist Summary

Determine?

Communications

Define communications Communication 3C Groups Communication Category Table Communication Context Table Communication Speed Key Table Standard Letter Table CS

Manage person communications Communication Management Communication Summary Communication Detail Communication Letter Data Make mass changes Mass Change Definition Mass Change Group Run Mass Change Mass Change Results

Manage organization communications Communication - Organization Org Communication Summary Org Communication Detail Org Communication Letter Data

Create letters and emails for communications Letter Generation Communication Generation 3C Engine Trigger Results Run 3C Engine

Comments

Define comments Comment 3C Groups Comment Category Table

Manage comments Organization Comment Entry Person Comment Entry

Review comments information Organization Comment Detail Organization Comment Summary Person Comment Detail Person Comment Summary

Run 3C Engine 3C Engine Trigger Results Run 3C Engine

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

53

PeopleSoft Enterprise Manage Service Indicators

Admissions Coordinator

Admit Students

Student

Enroll in Classes

Bursar

Manage Financial Services

Person

Manage service indicators for a person Mass Assign Mass Release Manage Service Indicators Audit Service Indicators

Campus Services Director


Determine? Organization

Manage service indicators for an organization Manage Service Indicator Org Audit Service Indicators Org Mass Assign Mass Release

Student

Manage service indicators for a student Manage Service Indicators Audit Service Indicator Mass Assign Mass Release

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

54

PeopleSoft Enterprise Manage Organization and Committee Information

Admissions Coordinator

Admit Students

Student

Enroll in Classes

Bursar

Manage Financial Services

No

Define organization data Contact Type Table EPS Market Code Table EPS Zip to Market Code Ext Org Code Type Table External Subject Table External Term Organization ID Delete Control Organization Group Table

Organization

Load?

Campus Services Director


Determine? Yes Load organization data ATP Load External Data ATP Purge Suspense File ATP Search/Match/Post EPS Assign Organization EPS Load External Data EPS Purge Suspense File

Create/maintain organizations ATP Messages ATP Suspense EPS Messages EPS Suspense Organization Affiliation Organization Contacts Organization Departments External Organization Codes Organization Locations Search for Organization Organization Table Organization TS130 Setup School Course Classification School Subject Maintenance Change Organization ID Delete Organization ID Contact Type Preferred Organization School Data External System ID

Review organizations Organization Contacts Summary Organization Dept. Summary Organization Groups Summary Organization Location Summary

Student

Manage committees Committee Type/Role Manage Committees

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

55

PeopleSoft Enterprise Manage Campus Event Planning

Admissions Coordinator

Admit Students

Student

Enroll in Class

Bursar

Manage Financial Services

Define event tables Event Template Event Type Table Resource Code Table Staff Code Table

Update biographical information about a person Add/Update a Person

Manage events Events

Manage meetings Meetings

Manage event attendance Event Attendance

Review event information Campus Meeting Details Event Summary Person Event Summary

Campus Services Director

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

56

PeopleSoft Enterprise Academic Management

Registrar

Schedule Courses and Resources

Plan Academic Programs

Evaluate Academic Programs

Teach Courses

Instructor

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

57

PeopleSoft Enterprise Schedule Courses and Resources

Registrar

Create Course Catalog

Create Class Schedule

Schedule Instructors and Adjust Classes

Plan Academic Programs

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

58

PeopleSoft Enterprise Create Course Catalog

Identify course details, equivalencies, and assignments Course Catalog Course Equivalencies Define Course Assignments

Define enrollment requirements Enrollment Requirement Groups Enrollment Requirements Enrollment Course Lists

Review catalog and course enrollment details Catalog Summary Enrollment Requisite Summary Enrollment Requirement Summary Course List Summary

Print course catalog Print Course Catalog Enrollment Advisement Report

Review course catalog Course Catalog Search

Create Class Schedule

Registrar

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

59

PeopleSoft Enterprise Create Class Schedule

Yes

Copy schedule from prior term Copy Prior Terms Schedule Copy/Update Workload Process

No

Schedule Instructors and Adjust Classes

Create Course Catalog

Review the schedule of classes Class Search

Is previous terms schedule useful?

Registrar
No Identify schedule for class Schedule New Course Manage schedule of classes data Maintain Schedule of Classes

Update the schedule of classes with course catalog changes Course Roll

Identify dynamic dates, class permissions, and combined sections Class Section Dynamic Dates Generate Dynamic Class Dates Dynamic Class Dates Table Class Permissions Generate Add Permissions Combined Sections Table Identify Combined Sections

Locate a facility for the class Search For a Facility Class Facility Usage Class Event Table

Identify the exam schedule for each class Exam Code Table Exam Code Table Report Generate Exam Schedule

Are fees needed?

Yes

Bursar

Associate fees with classes Fee Classes Class Fees Class Fees Modal Course Fees Course Fees Modal Class/Course Fees Rollover

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

60

PeopleSoft Enterprise Schedule Instructors and Adjust Classes

Instructor

Review course offerings and schedules My Class Schedule

Offer changes, if needed

Registrar

Create Class Schedule

Identify instructors for each course Instructor/Advisor Table Instructor/Advisor Report Instructor/Advisor Role Table

Track instructor's workload and schedule Instructor Term Workload Copy /Update Workload Process Instructor Schedule

Receive notification of academic and/or administrative change

Identify details for class meetings Schedule Class Meetings

Identify any necessary changes Adjust Class Associations Update Sections of a Class

Print copy of scheduled classes Print Class Schedule

Dispense schedule of classes

Plan Academic Programs

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

61

PeopleSoft Enterprise Plan Academic Programs

Review Active Academic Programs

Registrar

Schedule Courses and Resources

Research other Institution's Programs

Determine Academic Requirements and Course Offerings

Assess Budget Allocations and Constraints

Teach Courses

Instructor

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

62

PeopleSoft Enterprise Determine Academic Requirements and Course Offerings

Faculty Advisor

Identify new or drop-in advisees and review advisee information View Advisees' Information

Create student advisement report Student Advisement Report

Review prior course catalog, requisite groups, and equivalency groups for courses

Authorize student exceptions Authorize Student Exceptions

Teach Courses

Identify course substitution Create Course Substitution

Instructor
Determine course requirements, course offerings and enrollment requirements for new instructional period

Review Active Academic Programs

Identify course list description, and details Define Course Lists

Identify entity group type and items Define an Entity Group No Identify details for the requirement Define Academic Requirements Define Requirement Usages Define Requirement Groups Cum. Grade Point Average

Review academic requirement information, if needed Academic Requirement Groups Define Academic Requirements Academic Course Lists Academic Requirements

Create requirement reports Define Report Identifier Database Tables Academic Requirement Academic Requirement Group Reverse Engineering Miscellaneous Reports

Action to take?

Identify 'what-if' information Set Up "What if" Data

Registrar

Research other Institution's Programs Identify condition specifications Define Dynamic Condition Define Condition Processes Assess Budget Allocations and Constraints

Can groups share Courses? Yes Identify set of requirement groups that can share courses Define Course Share Sets Identify institution, career, program, plan, and sub plan Academic Requirement Groups

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

63

PeopleSoft Enterprise Teach Courses

Plan Academic Programs

Registrar

Create Consolidated Enrollment Statistics

Issue Mid-Term Grades and Deficiencies

Manage End of Term Activities

Evaluate Academic Programs

Issue End of Term Grades

Instruct Courses

Evaluate Work

Instructor
Track Attendance

Faculty Advisor

Go to: Advise and Transition Students

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

64

PeopleSoft Enterprise Instruct Courses

Registrar

Create Consolidated Enrollment Statistics

Instructor

Receive and review class schedule My Class Schedule My Weekly Schedule

Review class roster Class Roster

Create assignments and due dates Gradebook Gradebook Class Grades Gradebook Class Activity

Define assignments for a course Define Course Assignments Gradebook Category

Evaluate Work

Track Attendance

Student

Enroll in Classes

Attend classes

Review assignments View My Assignments

Perform work

Provide completed work to instructor

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

65

PeopleSoft Enterprise Create Consolidated Enrollment Statistics

Veterans Report

Create Veterans Report Veterans Report

Registrar

Plan Academic Programs

Create consolidated statistics Process Consolidate Statistics Define Statistics Type Define Statistics Period Special Stats Calc Routine

Review consolidated academic statistics Student Consolidated Stats Mass Consolidated Statistics

Create?

NSLC Report

Create National Student Clearinghouse (NSC) Report NSC Report

Evaluate Academic Programs

OLAP Extract File

Create extract file for OLAP database to do manipulations for institutional research Build SR Cube

Instructor

Instruct Courses

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

66

PeopleSoft Enterprise Track Attendance

For Class

Create attendance data for a class Attendance Roster By Class

Registrar

How to track attendance?

For Class Meeting

Create attendance data for a class meeting Class Attendance By Template

Create attendance rosters for multiple classes in a term Generate Attendance Roster

For Student ID

Create attendance data for a student Attendance Roster By Student

Instructor

Instruct Courses

Monitor class attendance using desired criteria Attendance Roster By Class Class Attendance By Template Attendance Roster By Student

Update class rosters, as needed Class Roster Print Class Roster

Evaluate Work

Student

Attend classes

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

67

PeopleSoft Enterprise Issue Mid-Term Grades and Deficiencies

Registrar

Create mid-term grade roster by subject, class or organization Create Grade Rosters

Print roster?

Yes

Print grade roster Print Grade Roster

Post grades to student's records Grade Post

Notify students of grades Gradebook

Create report that identifies students with deficient midterm grades Mid-Term Deficiency Report

Create an individual letter informing each student about deficient grades Letter Generation Run 3C Engine

Manage End of Term Activities

No

Identify mid-term grades Grade Roster

Instructor

Evaluate Work Identify mid-term grades, self-service Gradebook

Receive mid-term grades View My Grades

Receive midterm grades and deficiencies' report

Student

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

68

PeopleSoft Enterprise Issue End of Term Grades

Registrar

Create end of term grade roster by subject, class or organization Create Grade Rosters

Print roster?

Yes

Print grade roster Print Grade Roster

Post final grades to student's records Grade Post

Notify students of grades Gradebook

Create Grade Lapse report Grade Lapse

Review results of the grade lapse report to determine incompletes Student Incomplete

Perform grade review process and create grade reports Grade Review Student Grade Report

Create a final grade letter for students and notification of grade lapse or incompletes Grade Post Grade Lapse Student Incomplete Letter Generation Run 3C Engine

Update incomplete work Grade Lapse Student Incomplete

Manage End of Term Activities

No

Identify final grades Grade Roster Evaluate Work Identify final grades, selfservice Gradebook

Instructor

Student

Receive final grades View My Grades

Receive final grades' letter and notification of grade lapse or incompletes

Complete incomplete work

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

69

PeopleSoft Enterprise Manage End of Term Activities

Enrollment Summary

Review a summary of a student's enrollment information Enrollment Summary

Issue MidTerm Grades and Deficiencies

Student Terms View which statistics? Student Grades

Review statistics for all terms that a student has been active Student Term Search Update student's GPA or unit changes as a result of repeating a class Repeat Checking Review grades for a student within a term or consolidate academic statistics for groups Student Grades Request process to update honors, awards and academic standing Acad Standing/Honors & Awards Identify academic honors and awards Honors and Awards Calculate academic standing Term History Identify any service restrictions Service Indicators Evaluate Academic Programs

Registrar

Issue End of Term Grades

Status

Review a student's academic status, term statistics, external study programs, and demographic data Student Consolidated Stats

Advise and Transition Students

Faculty Advisor

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

70

PeopleSoft Enterprise Institutional Advancement

Prospect Manager

Cultivate Constituents

Development Officer

Manage Contributor Relations

Manage Fundraising Programs

Fundraising Manager

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

71

PeopleSoft Enterprise Cultivate Constituents

Prospect Manager

Identify Constituents

Determine Constituent Relationship

Gather Constituent Information

Assess and Rate Prospects

Create Prospect Strategy

Manage Contributor Relations

Development Officer

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

72

PeopleSoft Enterprise Identify Constituents

Peron

Add or update information about a person Add/Update a Person Update Constituent Attributes

Identify person's biographic information Addresses Electronic Addresses

Update linked addresses Update Linked Addresses

Add Alumni constituent types to graduates, if needed Graduates to Alumni Constituent Types

Review profile information Person Profile

Search for existing records for constituent Search/Match Search for Organization

Need to add?

Organization

Identify the organization Organization Table Update Constituent Attributes

Identify location, department and contact Locations Departments Contacts

Review summary information Location Summary Contact Summary Department Summary

Review the organization's profile Organization Profile

Determine Constituent Relationship

Prospect Manager
Group of Constituents Identify members of workset and those to be joined Manage Worksets Join Worksets

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

73

PeopleSoft Enterprise Determine Constituent Relationship

Two People

Identify relationship between two people Relationships

From Person to Organization

Identify relationship from a person to an organization Person to Org Relationships

Person's Work Experience

Identify person's work experience Work Experience Work Experience History

Between Two Organizations

Identify relationship between two organizations Org to Org Relationships Gather Constituent Information

Prospect Manager

Identify Constituents

Identify type of constituent Constituent Types

Relationship type? From Organization to Person Identify relationship from an organization to a person Org to Person Relationships

Employee List

Review list of employees Employee List

Person Relationship Summary

Review person's relationships with other people and organizations Relationship Summary

Org Relationship Summary

Review org's relationships with other people and organizations Relationship Summary

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

74

PeopleSoft Enterprise Gather Constituent Information

Person/ Group of Persons

Identify academic information Class Year External Degrees

Identify personal attributes Names Photo Religious Preference Decedent Data External System ID

Describe type of involvement, category and dates occurred Involvement

Identify communication preferences, manage service indicators and review FERPA Communication Management Manage Service Indicators FERPA Display

Determine Constituent Relationship

Person or Org? Yes Identify organization's participation Involvement External System ID Organization Financial Info Identify organization's communication Organization Communication Org Communication Summary Identify organization's service indicators Manage Service Indicators Org Identify organization's matching gift rules Matching Rules View Matching Rules Update info for large groups of records? Yes

Prospect Manager
Organization/ Group of Orgs

Update or review information for a group of constituents Person Profile - Workset Giving Profile - Workset Service Indicators - Workset Class Year - Workset Involvement - Workset Work Experience - Workset Academic Information Involvement Summary Constituent Type Summary Organization Profile Organization Financial Info Employee List Volunteer History Involvement Summary

No

Update or review relationships for a group of constituents Constituent Types - Workset Relationship Summary - Workset Org Relationship summary -WS

Review involvement roster?

Yes

Create list of involvement records Involvement Roster

No

Assess and Rate Prospects

Development Officer

Create biographic profiles Bio-Bit Report - Person Bio-Bit Report - Organization Bio-Bit Report - Workset

Review constituent details Person Profile Involvement Roster Organization Profile

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

75

PeopleSoft Enterprise Assess and Rate Prospects


Review biographic information View Addresses Work Experience History Academic Information Summary Constituent Type Summary Person Profile

Search for existing constituent Search/Match

Review person's communication Communication Summary Communication Detail Communication Letter Data Review constituent's participation Involvement Summary Membership History Volunteer History Person Event Summary Audience History Review person's information Giving Profile Membership Benefit History Manage Service Indicators View Names View Phones View Electronic Addresses Rate type of prospects? Review information about organizations Organization Profile Relationship Summary Employee List Giving Profile - Org Involvement Summary Membership History Audience History Membership Benefit History Manage Service Indicators Org View Matching Rules Organization Foundation Info Review Organization Foundation Foundation Summary Create ratings used to qualify organization prospects Ratings - Org Rating Summary - Org Determine giving capacity of a prospect or group Rating Summary - Workset Rating Summary - Org

Identify assets owned by a prospect or group Person Personal Assets Personal Assets - Workset

Create ratings used to qualify prospect or group Ratings

Identify giving interests for prospect or group Giving Profile Giving Profile - Workset

Review prospect's philanthropic interests Philanthropic Interests Philanthropic Interests - WS

Prospect Manager

Determine giving capacity of a prospect or group Personal Asset Summary Personal Asset Summ - Workset Rating Summary - Workset Rating Summary

Person

Gather Constituent Information

Review what summaries?

Org

Organization Search for existing organization Search for Organization

Assess financial information Organization Financial Info

Identify giving interests for organizations Giving Profile - Org

Review organization's philanthropic interests Philanthropic Interests - Org

Create Prospect Strategy

Person (via Self-Service)

Development Officer

Review constituent information Person Profile Involvement Summary Membership History Audience History Event History Volunteer History Relationship Summary Communication Summary Comment Summary Checklist Summary

Review prospect information Strategy Summary Clearance Summary Personal Assets Ratings Summary Philanthropic Interests Donor Appreciation Summary Planned Giving Profile Action Summary Contact Report Summary Prospect Assignments

Organization (via Self-Service)

Review organization constituent information Organization Profile Relationship Summary Involvement Summary Membership History Employee List Audience History Communication Summary Comment Summary Checklist Summary

Review organization prospect information Strategy Summary Action Summary Contact Report Summary Clearance Summary Ratings Summary Philanthropic Interests Donor Appreciation Summary Prospect Assignments

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

76

PeopleSoft Enterprise Create Prospect Strategy

Manage Contributor Relations: Create Contact Reports Staff Roster Review contributor relations staff by institution View Staff Roster

Multiple Prospects

Assign multiple prospects to staff member, unit or volunteer Mass Staff Assignments Mass Unit Assignments Mass Volunteer Assignments Mass Assign Staff Workset Mass Assign Unit Workset Mass Assign Volunteers - WS

Assignments by Role

Specify criteria to list resources assigned to prospects for a particular role and create report Role Assignments

Individual

Create an overall cultivation strategy for a prospect Strategy - Person

Review summary of the prospect's strategies and actions linked to overall strategy Strategy Summary-Person

Prospect Manager

Assess and Rate Prospects

Group or individual?

Individual Prospect

Assign individual prospect or group Assign Prospect Resources Assign Resources - Workset

Review what info?

Resources Assigned

Review resources assigned to prospect for cultivation Prospect Assignments Prospect Assignments - Workset Prospect Assignments - Org

Create strategy for?

Group of Constituents

Create an overall cultivation strategy for a group of individuals Strategy - Workset

Review summary of the prospects strategies and actions Strategy Summary-Workset

Organization Prospect

Assign organization prospect to staff member, unit, or volunteer Assign Prospect Resources Org

Prospects Assigned/ Individuals

Review individual resource assignment Resource Assignments

Org

Create an overall cultivation strategy for an organization Strategy - Organization

Review summary of the prospect's strategies and actions Strategy Summary-Organization

Development Officer

Review actions requiring attention My Reminders

Review all actions My Action Plan

Create or update prospect strategy Add/Update a Strategy

Manage Contributor Relations

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

77

PeopleSoft Enterprise Manage Contributor Relations

Prospect Manager

Cultivate Constituents

Membership Manager

Manage Memberships

Record and Track Donor Appreciation Items

Development Officer

Identify Cultivation and Solicitation Action Items

Cultivate and/or Solicit

Record Completion of Actions

Create Contact Reports

Decide if need to?

Manage Planned Giving Commitments

Recognize Constituents

Manage Fundraising Programs

Fundraising Manager

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

78

PeopleSoft Enterprise Identify Cultivation and Solicitation Action Items

Constituent

Receive invitation or appeal

Event

Communication

Identify communication vehicle, e.g., information package about planned giving opportunities, invitation to join alumni club, letter asking volunteer to lobby on behalf of the institution, etc.

Record Completion of Actions

Development Officer

Type of appeal?

For Multiple Prospects

Create an action for multiple prospects at one time Mass Actions Mass Actions - Workset Review actions that are resources responsibility To Do List - Staff To Do List - Unit To Do List - Volunteer

Implement Prospect Plan

Approve prospect for cultivation related to an initiative or strategy Clearance Clearance - Organization

Review clearances View Clearance View Clearance - Organization

Action?

Cultivate and/or Solicit

For Individual Prospects or Orgs

Create new action for an individual prospect Actions - Person Actions - Organization

Create or update prospect action Add/Update an Action

Prospect Manager

Cultivate Constituents

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

79

PeopleSoft Enterprise Record Completion Actions

Cultivate and/or Solicit

Development Officer

Identify an action status as complete and record the result Actions - Person Actions - Org

Review the planned date, completed date, and action description of each action created for a prospect Action Summary - Person Action Summary - Org Action Summary - Workset

Need to record actions for the next step?

No

Create Contact Reports

Yes

Identify Cultivation and Solicitation Action Items

Complete an action for a donor prospect Complete an Action

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

80

PeopleSoft Enterprise Create Contact Reports

Membership Manager

Manage Memberships

Record and Track Donor Appreciation Items

Record Completion of Actions

Record contact report or report detailing the results of a particular action Actions - Person Actions-Org

Review the contact report for a prospect Contact Report Summ - Workset Contact Reports - Organization Contact Reports - Person

Cultivate Constituents: Create Prospect Strategy Decide if need to? Update Prospect Strategy

Development Officer
Recognize Constituents

Manage Planned Giving Commitments

Recognize Constituents

Complete and send contact report for prospect Complete Contact Report

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PeopleSoft Enterprise Record and Track Donor Appreciation Items

Development Officer
Record information regarding appreciation items given to donors Donor Appreciation Donor Appreciation - Org Donor Appreciation - Workset Review list of items Donor Appreciation Summary Donor Appreciation Summ - Org Donor Appreciation Summ - WS

Create Contact and Action Reports

Manage Fundraising Programs

Fundraising Manager

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PeopleSoft Enterprise Recognize Constituents

Constituent

Receive recognition

Person

Review summary information about a person Biographic Profile Person Profile View Addresses Work Experience Relationship Summary Involvement Summary Giving Profile Constituent Type Summary Audience History Membership History Membership Benefit History Volunteer History

No

Review what summaries?

Organization

Development Officer

Workset

Review summary information about a group of constituents Biographic Profile Workset Person Profile Workset Giving Profile Workset Constituent Type Summary Org Relationship Summary-WS Involvement Summary Organization Profile Employee List Volunteer History

Review summary information about an organization Biographic Profile - Org Organization Profile Employee List Relationship Summary Involvement Summary Giving Profile Constituent Type Summary Audience History Membership History - Org Membership Benefit History - Org Volunteer History View Matching Rules

Identify type of recognition appropriate and provide to constituent

Create Contact Reports

Does gift warrant special recognition?

Yes, Honorary or Complimentary Membership

Go To: "Add a Member to an Organization"

Individual

Identify individual, club name, year, etc. to add new member Giving Club Club Membership Giving Club Membership - Wkset Giving Club Membership - Org

Yes, Giving Club Membership

Type of membership? Group of Donors Request to add group of donors to giving club Process Giving Clubs

Review summary of giving club and/or membership Giving Club Summary Giving Club Member Summary Giving Club Detail

Fundraising Manager

Manage Fundraising Programs

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Manage Memberships

Development Officer

Create Contact Reports

Collect and Post Dues

Create a new transaction session to perform work Maintain Membership Sessions

Need to adjust dues?

No

Identify basic information about membership dues Membership Entry

Apply payments to the correct account Membership Entry

Identify which constituents should be recognized for a particular dues payment Membership Entry

Yes Identify adjustment transaction information Membership Adjustment Make changes to designations or links between membership and constituent Membership Adjustment Post balanced sessions to the General Ledger G/L Interface G/L Interface File Extract Review summary of the gifts and pledge payments and memberships Membership Session Summary Supervisor Membership Summary Suspended Membership Summary

Membership Manager

Decide if need to?

Identify balanced sessions Session Summary Queue Member Sessions

Add Member

Identify attribute, associate constituent with appropriate member organization, and create membership roster Build Membership Audience

Update membership tender details Edit Tender Details

Analyze member list and update membership tables Member Organization

Fundraising Manager

Manage Fundraising Programs

Constituent

Review list of membership organizations to which you belong My Memberships

Review status of membership in giving clubs Giving Club Progress

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Manage Planned Giving Commitments

Bequest

Identify general bequest information Bequests

Identify assets, codicils, and installment payments Bequests

Describe distribution of planned gift to the institution Bequests

Development Officer
Trust Type of commitment for planned giving? Gift Annuity Identify information about a donor's gift annuity Gift Annuities Identify benefits from the annuity Gift Annuities Describe the distribution of the gift annuity Gift Annuities Review donor's participation as a donor of a planned gift View Planned Giving Profile Update planned giving profile Update Planned Giving Profile Identify information about a donor's trust Trusts Identify additional gifts made to an established trust Trusts Identify accounts associated with the trust Trusts Identify benefits that institution and beneficiaries will receive Trusts Describe the distribution of the trust Trusts

Create Contact Reports

Pooled Income Fund

Identify info about a pooled income fund Pooled Income Funds

Identify benefits from the fund Pooled Income Funds

Describe the distribution of the pooled income fund Pooled Income Funds

Fundraising Manager

Manage Fundraising Programs

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Manage Fundraising Programs

Development Officer

Manage Contributor Relations

Define Fundraising Initiatives

Define Initiative Goals

Create Budget and Track Expenses and Actions

Make Appeal

Fundraising Manager

Assign Volunteers

Constituent

Respond to Invitation or Appeal

Record Pledges

Record Gifts and Pledge Payments

Create Matching Gifts

Adjust Payments

Analyze Giving History

Gift/Pledge Manager

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Define Fundraising Initiatives


Manage Contributor Relations Review listing of prospects identified for a campaign initiative Campaign Prospects

Development Officer

Review listing of campaign initiatives Campaigns

Review details and rules for a giving club Giving Clubs

Formation of Giving Club Type of initiative? Define general events initiative information Event Initiatives

Define giving clubs membership rules Giving Club Management

Identify membership levels based on donor's giving Giving Club Management

Event

No

Identify attributes required to belong Member Organization

Define the member organization's goals Member Organization

Create and finalize the membership audience Build Membership Audience Merge Membership Audience

Campaign

Define campaign initiative information Campaign Initiatives

Formation of Membership Group

Identify characteristics Member Organization

Do dues Apply? Define dues, levels, designations, and benefits Member Organization Are volunteers needed? Assign Volunteers

Yes Define membership initiative information Membership Initiatives

Membership

Decide if initiative requires? Determine number and size of gifts needed to succeed Gift Table

Volunteers

Yes

Fundraising Manager

Volunteer

Define general volunteer initiative information Volunteer Initiatives

Receipt of Gifts and Pledges

Define rules used in reporting to CASE Reporting Rules

Track campaign progress Campaign Progress Report

No

Other

Define general initiative information Other Initiatives

Event Sponsored

Identify events Events

Determine meetings to be held Meetings Campus Meeting Details View Event Meetings

Track event attendance Event Attendance View Event Attendance

Yes Identify the populations associated with an initiative Event Initiatives Campaign Initiatives Membership Initiatives Volunteer Initiatives Other Initiatives

Create audience for initiative Initiative Audience Build Initiative Mass Change

Link new initiative to an active initiative Membership Initiatives Other Initiatives Volunteer Initiatives Campaign Initiatives Event Initiatives

Finalize audience list Initiative Mass Change

Associate new initiative to an existing one?

No

Create plan for communicating progress and purpose of initiative Membership Initiatives Other Initiatives Volunteer Initiatives Campaign Initiatives Event Initiatives

Define Initiative Goals

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Define Initiative Goals

Campaign Goals

Define intermediate, yearly, unit and department goals for campaign Campaign Goals

Define Fundraising Initiatives

Event Goals

Define intermediate, yearly, unit and department goals for event Event Goals

Fundraising Manager

Type of goals?

Membership

Define intermediate, yearly, unit and department goals for membership Membership Goals

Create Budget and Track Expenses and Actions

Assign Volunteers Volunteer Define intermediate, yearly, unit and department goals for volunteer Volunteer Goals

Other Initiatives

Define intermediate, yearly, unit and department goals for other initiatives Other Initiative Goals

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Assign Volunteers

Identify volunteer group that reports to the leadership group Initiative Volunteer Sub-group Member Org Volunteer Sub-Group

Individual

Assign individuals or volunteer groups in various volunteer capacities Volunteer Assignments Member Volunteer Assignments

Fundraising Manager

Define Fundraising Initiatives

Review volunteer listings and history Volunteer Listing Volunteer History

Identify leadership group for initiative or member organization Initiative Volunteer Structure Member Org Volunteer Structure

Assignment is for?

Train, educate and motivate volunteers

Define Initiative Goals

Provide position defined in structure to enable assignment of volunteers Initiative Volunteer Sub-group Member Org Volunteer Sub-Group

Group

Assign actual volunteers to the positions outlined in the volunteer structure Initiative Leadership Member Organization Leadership

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Create Budget and Track Expenses and Actions


Review goals related to another initiative Campaign Related Goals Summary View Event Related Goals Membership Related Goals Volunteer Related Goal Summary Other Initiative Related Goals

Initiative Related Goals

Initiative Responsible Person

Review info about staff responsible for initiatives related to another initiative Campaign Related Resources Membership Related Resources View Event Related Resources Volunteer Related Resources Related Initiative Resources

Volunteer Initiative Identify an action to be associated with initiative Campaign Actions Other Initiative Actions Volunteer Initiative Actions Membership Actions Event Actions To Do List - Staff To Do List - Volunteer To Do List - Unit

Review a particular volunteer's past involvement Volunteer History Review summary information for initiative Campaign Summary Event Action Summary View Person Event Summary Initiative Action Summary Oth Initiative Action Summary Volunteer Action Summary Membership Action Summary Review constituents linked to a campaign as a prospect Prospect List

Fundraising Manager

Define Initiative Goals

Create budget for initiative Campaign Budget Event Budget Membership Budget Volunteer Budget Other Initiative Budget

Track specific expenses and refunds for initiative Campaign Budget Detail Event Budget Detail Membership Budget Detail Volunteer Budget Detail Other Initiative Budget Detail

Review what information?

Summary

Make Appeal

Campaign Prospect List

Campaign Commitments

Review top ten commitments made to a campaign Top Campaign Donors

Membership Initiative Progress

Track membership initiative progress Membership Initiative Progress

Membership History and Benefits

Review membership history and benefits Membership History Membership History - Workset Membership History - Org View Member Benefits View Member Benefits - Org View Member Benefits - Workset

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Record Pledges

Constituent

Respond to Invitation or Appeal

Self Service

Designate and enter pledge Ways to Give

Review conditions and elect to require conditions or disregard

No

Pledge

Decide if donor requested certain condition be met?

Yes

Identify commitment amount, payment schedule, and general information Conditional Pledges Conditional Pledges - Workset Conditional Pledges-Org

Identify campaign, appeal, and applicable percentage pledge Conditional Pledges Conditional Pledges - Workset Conditional Pledges-Org

Identify donor to be recognized for conditional pledge Conditional Pledges Conditional Pledges - Workset Conditional Pledges-Org

Have conditions have been met?

Yes Open Pledges Review summary of donor's open pledges Open Pledge Register Open Pledge Register - Workset Open Pledge Register - Org

Gift/Pledge Manager
Request session to begin work Maintain Pledge Sessions Identify commitment amount and initial payment schedule Pledge Entry Identify pledge details Pledge Entry Identify donor to be recognized for donation or pledge Pledge Entry Create payment schedule Pledge Schedule Pledge Schedule - Org

No

Wish to view?

Pledge Schedule

Review summary of pledge schedule of payment Pledge Schedule Pledge Schedule - Org

Employee

Review summary of the pledges Pledge Summary

Supervisor

Review supervisory summary of pledges Supervisor Pledge Summary

Record Gifts and Pledge Payments

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PeopleSoft Enterprise Record Gifts and Pledge Payments

Constituent

Receive payment reminder and make payments

Payment type?

Self Service

Designate and enter gift

Record Pledges

Receive gifts via self-service and process Process Self Service Giving

Lockbox

Receive gifts through lockbox and load transactions Mass Load Gift/Pledge

Other

Outstanding Matching Gifts

Review expected matching gift from a donor Person Matching Gifts

Need to view info about?

Org's Matching Gifts

Gift/Pledge Manager

Review gifts that an organization is expected to match or mark as denied Ext Org Matching Gifts

Acknowledge gifts 3C Engine Letter Generation Process Acknowledgements Acknowledgement List Acknowledgement Suspense

Yes No

Request session to begin work Maintain Gift Sessions

Identify gift details, review schedule outstanding pledges, history, etc.. Gift Entry Edit Tender Details

Identify campaign, appeal, and applicable percentage of donation or pledge Gift Entry

Identify donor types to be recognized for a donation or pledge Recognition Types

Request balancing for information in session Maintain Gift Sessions

Are amounts in balance?

Acknowledge?

No

Create Matching Gifts

Yes

Review suspended sessions and identify balanced sessions ready for posting Suspended Sessions Queue Sessions for Posting

Request posting of balanced sessions to the General Ledger G/L Interface G/L Interface File Extract Constituent Accumulators Accounting Line Summary

Receive electronic gifts and process EP Transaction Processing EP Denied Transactions EP Transaction Log Inquiry EP Member Transaction Log EP Transaction Processing EP Denied Member Transactions

Generate giving club membership and calculate membership levels Process Giving Clubs

Review summary of the gifts and pledge payments Gift Summary Supervisor Gift Summary Self Service Giving Summary

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Create Matching Gifts

Yes

Add or update matching rules Add/Update Matching Rules Matching Rules - Workset Review matching rules details Matching Rules Details Create matching gifts Org Matching Gifts - Workset Matching Gifts - Workset Review and track matching gifts Matching Gifts Summary Matching Gifts Summary - Org Person Matching Gift Ext Org Matching Gift

Gift/Pledge Manager

Record Gifts and Pledge Payments

Update?

Adjust Payments

No Review group of matching rules View Matching Rules - Workset

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Adjust Payments

Amount

Adjust commitment amount and initial payment schedule Pledge Adjustment

Designation

Adjust code, campaign, appeal, and percentage of pledge Pledge Adjustment Request balancing for pledges in session Maintain Pledge Sessions Adjust donor to be recognized for donation or pledge Pledge Adjustment

Pledge

Request pledge session to begin work Maintain Pledge Sessions

What info to adjust?

Recognition

Gift/Pledge Manager

Create Matching Gifts

Need to adjust?

Payment Schedule

Adjust payment schedule, date, and amount Pledge Adjustment

Identify balanced sessions ready for posting to Financials Designation Fund Details Queue Sessions for Posting

Post all balanced sessions to the GL G/L Interface G/L Interface File Extract Constituent Accumulators Accounting Line Summary

Amount

Adjust commitment amount and gift dates Gift Adjustment

Analyze Giving History

Gift

Request session to begin work Maintain Gift Sessions

What info to adjust?

Designation

Adjust code, campaign, appeal, and distribution of gift or pledge payment Gift Adjustment

Request balancing for gifts in session Maintain Gift Sessions

Recognition

Adjust donor to be recognized for donation or pledge payment Gift Adjustment

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Enterprise Analyze Giving History


Review giving summaries by person Giving Profile Commitment Summary Commitment Register Transaction Register Open Pledge Register Pledge Schedule Person Matching Gifts Giving Club Progress

Person Giving Summaries

Gift/Pledge Manager

Adjust Payments

Review?

Organization Giving Summaries

Review giving summaries by organization Giving Profile - Org Commitment Summary - Org Commitment Register - Org Transaction Register - Org Open Pledge Register - Org Pledge Schedule - Org Ext Org Matching Gifts Giving Club Progress - Org

Create giving reports CAE Report Designation Donor List Pledge Schedule Aging

Workset Giving Summaries

Review giving summaries by worksets Giving Profiles - Workset Giving Profile Compare Commitment Summary - Workset Commitment Register - Workset Transaction Register - Workset Open Pledge Register - Workset Giving Club Progress

Person Giving Summaries (via Self-Service)

Review giving information by person Giving Profile Commitment Summary Commitment Register Transaction Register Giving Club Progress Open Pledge Register

Organization Giving Summaries (via Self-Service)

Outreach Coordinator
Top Donors Review listing of top donors to a campaign initiative Top Donors Review summary of members of a giving club Giving Club Membership

Review giving information by organization Giving Profile Commitment Summary Commitment Register Transaction Register Open Pledge Register Matching Gifts Giving Club Progress

Giving Clubs

Comparisons

Compare giving profiles of group of constituents in a workset Profile Compare

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