CS Business Process Maps

Business Process Maps

Oracle’s 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

Campus Services Director

Bursar

Faculty Advisor

Student

Admissions Coordinator

Student Recruiter

RecruitProspects

AdmitStudents

Enrollin Classes

Advise and Transition Students

ManageFinancial Services

Manage Campus Services

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3

PeopleSoft Enterprise Recruit Prospects

Bursar

Prospect


Student Recruiter

Identify Prospects from External Test

Scores

Perform General Recruiting Activities

Recruit Prospective

Student

Create Recruiting Targets and

Assign Recruiters

Admit Students

Request Information (SS)



PeopleSoft Enterprise Create Recruiting Targets and Assign Recruiters


Student Recruiter

Yes

No

CreateNew

Target

CopyExistingTarget

Perform General Recruiting Activities

Decide iftargets should be

compared to actual results

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

Identify the appropriate cohort, population, and

division combination to be targeted and target number Define Enrollment Targets

Assign appropriate recruiter and review recruiter information

Checklist SummaryComment Summary

Communication SummaryRecruiter Summary

Organization Group SummaryOrg Admissions Summary

Identify information for the new target detail

being created or copiedTarget Detail Template

Define target detailsEnrollment Target Cohort

Enrollment Target PopulationEnrollment Target Division

Create required reportsEnrollment Target Cohort

Enrollment Target PopulationEnrollment Target Division

Specify the appropriate targets and review actual

results vs. targetsEnrollment Target Summary

Identify information about the recruiter

Electronic AddressesExtracurricular Activities

LanguagesNames

Work ExperienceAdd/Update a Person

Region SetID Effdt Update

Create recruiter's assignment

Recruiter AssignmentRecruiter Assignment

Messages

Identify person as a recruiter

Search/MatchCreate/Update Recruiters

Add/Update a Person

Identify Prospect from External Test

Scores

Decideif need

to...


PeopleSoft Enterprise Identify Prospect from External Test Scores

Student Recruiter


Ensure there are no duplicates and post data in database

Search/Match/Post Test ScoresSearch/Match

Test Score Candidate Data

Capture information about prospect

Test ResultsAcademic Test Summary

Add/Update a Person

Recruit Prospective

Student

Purge remaining suspense tables

External Test Score PurgeTest Score Messages

Test Score Messages Purge


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

Create prospects from test scoresCreate Prospects From Tests


PeopleSoft Enterprise Perform General Recruiting Activities


Student Recruiter

Yes

No

Prospect found?

Recruit Prospective

Student

Identify prospect's name and search

for existing recordsSearch/Match

Update prospect's information

Create/Update Prospects


Assign Recruiters

Add prospectCreate/Update Prospects

Create Prospect from Query

Review summary details Prospect Summary

Prospect Recruiters SummaryAcademic Test Summary

Education SummaryGeneral Materials Summary

Event SummaryOrg Admissions SummaryCommunication Summary


Organization Groups Summary

Review prospects and applicants

View Prospects by CategoryView Prospects by Organization

View Prospects by RegionView Applicants by Category

View Applicants by OrgView Applicants by Region

Cc Chklst Todos Ad

Perform general recruiting activities

Provide admissions materials to prospects

Identify information about a prospect

Academic InterestsExtracurricular Activities

Honors and AwardsLanguages

NamesPublications

Relations with InstitutionsRelationships

Residency Student Groups

Work ExperienceEducation

Test ResultsGeneral Materials

Perform general evaluation of prospect

General EvaluationsGeneral Evaluator Ratings


PeopleSoft Enterprise Recruit Prospective Student

Bursar

Prospect

Student Recruiter


No

No

Yes

Yes

Yes

Yes

No

Perform General Recruiting

Decide if apply?

Admit Students

End

Review recruiter summary

Recruiter Summary

Identify Prospect from External Test

Request Information

Manage Financial Services

Recruit student?

Ready to delete?

Delete prospect recordsDelete Prospect Record

Prospect Delete by BatchProspect Delete HoldingProspect Delete Process

Assign recruiter to an individual

Recruiter Assignment

Identify recruiting plan for individual and perform

recruiting activities

Hold prospect records

Identify information about a prospect

Create/Update ProspectsAcademic Interests

Extracurricular ActivitiesHonors and Awards

LanguagesNames

PublicationsRelations with Institutions

RelationshipsResidency

Student Groups Work Experience

External EducationTest Results

General Materials

Maintain records for

future consideration


PeopleSoft Enterprise Request Information

Prospect


Student Recruiter

No

YesReview schedule of classes and

course catalog and choose possible classes

Class SearchBrowse Course Catalog

Course Details

Individual Requests

Information

Type of info?

Using self-service?

Recruit Prospective

Student

Request admissions materials and take appropriate action

Request Information

Admit Students

Provide requested information

Request information

Receive admissions application

Receive financial aid information


PeopleSoft Enterprise Admit Students


Applicant

Student


Student Recruiter

Recruit Prospects

Receive Transcripts and

Test Scores

Receive and Enter Applications

Verify Applicant Information

Evaluate Applicants and

Applications

Process Admissions

Offer Financial Aid

Submit Admissions

Application (SS)

Enroll in Classes

ManageCampus Services

Consider Financial Aid

Offer


PeopleSoft Enterprise Receive Transcripts and Test Scores


Student Recruiter

Test Scores

Transcripts

Review and correct data in suspense files

External Test Score Suspense


Load test score data into a suspense table

External Test Score Load

Ensure there are no duplicates and post data in database

Search/Match/Post Test ScoresSearch/Match

Test Score Candidate Data

Map electronic conversion

Inbound EDI Agent

Recruit Prospects

Capture information about prospect

Add/Update a PersonTest Results

Academic Test Summary

Create applicants or prospects from test scores

Create Prospects from Test Create Applicants from Test

Move TS130 organization data to appropriate record

Organization Search Process

Define parameters for TS130 data being loaded

and request loadInbound EDI Agent

Load Process

Purge remaining suspense tables

External Test Score PurgeTest Score Messages

Test Score Messages Purge

Ensure no TS130 duplicates exist and post data; purge files

TS130 StagingSearch/Match/Post Process

Search/MatchEDI All Message Purge

EducationPurge Process

Education Summary

Type of information received?


PeopleSoft Enterprise Receive and Enter Applications


Applicant

Yes

TS189Application

External Applicationsfrom OUAC

(Ontario UniversitiesApplication Center)

NoSearch for an existing recordSearch/Match

Translate OUAC data not in conversion

parametersLoad OUAC Data

Review overflow data

OUAC Application

Type?

Prepare file for EDIPre Load Data Process


Post data and view errors in postingPost OUAC DataSuspense Data

OUAC Messages

Move TS189 organization data to appropriate record

Organization Search Process

Submit Admissions Application (SS)

Review and edit dataTransactions A/UTransactions B5

Transactions B/V - ETransactions F

Transactions G/HTransactions J - NTransactions P - R

Transactions TSearch/Match

Ensure no duplicates exist and post data; purge files

TS189 StagingSearch/Match/Post Process

Purge Process

Receive electronically?

Create a new application for the applicant,

manually, and calculate application feesAdd Application

Identify information about an applicantEducation

Test ResultsAcademic Interests

Student GroupsRelationships

Relations with InstitutionWork Experience


PublicationsGeneral Materials

Application MaterialsElectronic Addresses

NamesLanguagesResidencyI-20 Form

Define parameters for TS189 data being loaded

and request loadInbound EDI Agent

Load Applications Process

Receive Transcripts and

Test Scores

Identify conversion parameters for

electronic transmissionInbound EDI Agent

Search for existing people and post TAC

dataSearch/Match/Post TAC

Maintain information from TAC loads

TAC Candidate Data

Load TAC data to suspense records

TAC Load

Purge TAC data from suspense

tablesTAC Purge

Review loaded external test score data and resolve

errors prior to postingTAC Suspense

TAC Data(Tertiary Admissions Centre)


PeopleSoft Enterprise Verify Applicant Information

Applicant


Yes

Yes

No

Add information on an application

Add/Update a PersonMaintain Applications

Program AdditionAction/Reason Entry

Validate all information about an applicant has

been collectedEducation

Test ResultsAcademic Interests

Student GroupsRelationships

Relations with InstitutionWork Experience


PublicationsGeneral Materials

Application MaterialsElectronic Addresses

NamesLanguagesResidencyI-20 Form

Receive and Enter Applications Found?


Applications

Search for existing record for applicant

Search/Match

Review application summary details


Communication SummaryAcademic Test Summary

Education SummaryOrg Admissions Summary

Organization Groups Summary

Update information on an application

Add/Update a PersonMaintain Applications

Program AdditionAction/Reason Entry Review application summary

informationApplicant ProgressionApplication Summary

Application Materials SummaryApplication Evaluation Summary

General Materials SummaryAcademic Test Summary

Education SummaryEvent Summary

Application Recruiters

Is info missing?

Provide missing information, if

needed

No


PeopleSoft Enterprise Submit Admissions Application (SS)

Applicant



Review application status

Application Status

Submit admissions application and

related informationRequest Information

Identify, review, and/or update personal information

Personal Data SummaryNames

AddressesPhone NumbersEmail Addresses

Internet AddressesEmergency Contacts

Demographic Information Languages

Licenses and CertificatesMemberships

Work ExperiencePublications


PublicationsPersonal Identification Number

FERPA RestrictionsUser Preferences

Communication PreferencesHolds

To Do List


PeopleSoft Enterprise Evaluate Applicants and Applications


Manual,Single

Application

Automatedfor a Group

Manual,Single

Application


Evaluate single applicant or application manually

General Evaluator RatingsApplication Evaluator Ratings

Evaluation is?

Updatebased on evaluation

Update status of application to waitlisted, admitted, denied,

withdrawn, matriculatedMaintain ApplicationsAction/Reason Entry


Select applications to assign evaluations and assign

evaluation codesAssign Evaluation Codes

Mass Change GroupMass Change Definition

Run Mass ChangeAssign Alternate Eval Codes

Process Admissions

Retrieve application materials for review and review evaluation information

Application Materials ExtractApplication Materials

General MaterialsGeneral Evaluations

Application Evaluation

Update application program status

Application Status UpdateApplication Program Update


Run Mass Change

Calculate rating valuesEvaluation Calculation

Select students for admission

Maintain Applications

Review comments and record the reason(s) for

admission Admission Comments

Basis of Admission

Maintain evaluator ratings

General Evaluator Ratings

Application Evaluator Ratings

Offer Financial Aid


PeopleSoft Enterprise Process Admissions

Student


Applicant


Declined

Matriculated

Manual forIndividual


AddProgram

Yes


Manual,Single

Application

Provide "yes" responseAccept AdmissionApplication Status

Provide notification of admission and any incentives

Letter GenerationRun 3C Engine

Attending?

Status?

Create admissions reportsAdmissions Funnel Report

Average Cutoff Report

Enrollin Classes

Calculate deposits when status is Admit - group

Application Fees ProcessApplication Fee Calc MessagesReview Batch Application Fees

App Deposit Fees ProcessReview Batch Deposit Fees


Run Mass Change

Collecting deposits?

Delete?

Delete applicationsDelete an Application

Application Delete by BatchApplication Delete ProcessApplication Delete Holding

Update status to matriculated

Maintain ApplicationAction/Reason Entry

Identify reason for not electing to attend

Maintain ApplicationAction/Reason Entry

Update status to matriculated

Activate ApplicantsMass Change Group

Mass Change DefinitionRun Mass Change


Applications

Add new or alternate program to application

Program AdditionAlternate Program Addition

Student Program/Plan

Do not respond or provide "no" response

Accept AdmissionApplication Status

Action to take?

Manual or Automated?

"Quick Enroll" Student

Information Received

Calculate deposits when status is Admit - singleMaintain ApplicationsAction/Reason Entry

Capture information for "quick enrolled" studentsQuick Admit a Student

Quick Admit Batch Apps


Follow-up with another notification or

determine statusLetter GenerationRun 3C Engine

No

Yes

Receive admissions letter and if invited to attend...

Receive nothing or "no"

response

Create list of students notified

to follow up

End Process

Managing higher education

for NLD?

Manage higher education information

Student Records Higher Edu NLDStudent Higher Education NLDHigher Education Inquiry NLD

Yes

No


PeopleSoft Enterprise Offer Financial Aid

Financial Aid Officer

Applicant


Review calculationsAlternate Avg Calc Messages


Applications

Calculate financial aid averages

Avgs for Fin Aid and Records

Consider Financial Aid Offer

Create an admission incentive of financial aidEarly Financial Aid Offer

Award and Package Financial Aid


PeopleSoft Enterprise Enroll in Classes

Faculty Advisor

Student

Transfer Credit Coordinator

Registrar


Bursar

Admissions Coordinator Admit

Student

Activate Students for Term

Schedule Enrollment

Appointments

Grant Transfer Credits

Receive Advice and Enroll in Classes (SS)

Advise and Transition Student

AssignNon-Course Work



Create Enrollment Reports


PeopleSoft Enterprise Activate Students for Term


Registrar


How many students to activate?

Activate an individual studentTerm Activate a Student

Schedule Enrollment

Appointments

Admit Students

Identify students to include in the process and activate

students for the term Term Activation Batch Setup

Term Activation Batch Process

Grant Transfer Credits

Group

Individual


PeopleSoft Enterprise Schedule Enrollment Appointments

FacultyAdvisor

Student

Registrar

Group

Individual

Define valid appointment times

Appointment Limits TableAppointment Table

Student Appointment Block

Receive Advice and Enroll in

Classes

Assign appointments for a group of students

Assign Appointments

Assign appointment

for?

Activate Students for a Term

Assign appointment for an individual student

Student Enrollment Appointment

Review and update appointmentsStudent Enrollment Appointment

Validate that communication tables are set up

Appointment Communications

Request changes

Request changes

View enrollment appointment details

Enrollment Appointments

View enrollment appointment details

Enrollment Appointments


PeopleSoft Enterprise Grant Transfer Credits

Faculty Advisor

Student



Registrar

Course

Need Specific Agreement

Apply Manual orAutomated Rules

Other

TestNo

Yes

Type of credit

evaluation?

Decide if?

Advise and Transition Student

Post transfer course creditsBatch Posting

Update transfer credit rulesCourse Transfer Rules

Test Transfer RulesProgram/Source Equivalency

Program/Test EquivalencyTest Component

Test TableTransfer Subject Area

Transfer Review HistoryCopy Subject Areas

External Transfer Rules ReportTransfer Component Report

Transfer Rules by Org ReportTransfer Subject by Org Report

Schools By Group

Identify additional transfer credit information

External EducationTest Results

Evaluate transfer course credit Course Credits - Automated

Course Credits-Manual

AdmitStudents

Request transfer credit reportView Transfer Credit Report

Activate Students for Term

Review transfer credit detailsTransfer Evaluation ReportTransfer Credit SummaryAcademic Test Summary

Evaluate other prior experience credit

Other Credits - Manual

Update credit rules?

Evaluate transfer test creditTest Credits - Automated

Test Credits - Manual

Make a unique transfer agreement

with a studentStudent Agreements

Review transcripts and external test scores and create

scenarios

Evaluate classes for transfer credit

Evaluate My Transfer Credit


PeopleSoft Enterprise Receive Advice and Enroll in Classes (SS)

Instructor

Student

Registrar

Bursar

No

MassEnroll

Quick Enrolla Student

Move FromWaitList

Yes

Withdraw

Drop/Swap/AddClass

Create Withdrawalor Cancellation

Assign Non-Course Work

Decidetype of

enrollment

Review class scheduleMy Class Schedule

Move student from waitlist to enrollment and purge

wait list if necessary Waitlist ProcessWaitlist Purge

Enroll student by student

Quick Enroll a Student

Add or change selection?

Create block of courses

Create Class BlockBlock Enroll Merge

Schedule Enrollment

Appointments

View results of posting and, if failed, resubmit

Term Withdrawal StatusTerm History


Review exam scheduleView My Exam Schedule

Create class rostersClass Roster

Print Class Roster

Identify class enrollment information post enrollment

Enrollment RequestEnrollment Request Search

Enrollment

Create withdrawal or cancellation for a term or

session and postTerm Withdrawal/Cancellation

Create Enrollment

Reports

Create group of students

Create Student Block

Create student study listStudent Study List Report

Identify mass enrollment criteria and process

enrollment for large group of students

Mass EnrollmentMass Change Definition

Run Mass Change

Make payment for

enrollment or changes?

Decide if?

Review course offerings and class schedule


Course Details

Review enrollment results

Enrollment SummaryHECS Summary AUS

Historical Course Enrollment

Requestclasses before appointment?

Post classes from selectionEnrollment Shopping Cart

My PlannerEnrollment: Add Classes

Yes

No

Receive advice from Advisor

Attend enrollment

appointment

No

Yes

Identify that enrollment is

closed

Follow local practice to make

changes

Request withdrawal from

term

Review course catalog and courses offered


Review class schedule, weekly schedule, and exam schedule

for the termMy Class Schedule

My Weekly ScheduleView My Exam Schedule

Detailed Study ListTerm Links

Review enrollment appointment datesEnrollment Dates

Add, swap or drop classesEnrollment: Add Classes

Enrollment: Drop ClassesEnrollment: Edit a Class

Enrollment: Swap ClassesSearch by My Requirements

Select classes prior to enrollment appointmentMy Planner

Plan Courses from the CatalogSearch from My Planner

Plan by My RequirementsSearch by My Requirements

Access Class RosterClass Roster

Review academic history

My Course HistorySelect new classes

My Planner Plan Courses from the

CatalogSearch from My Planner

Plan by My RequirementsSearch by My Requirements

Enrollment: Add Classes


PeopleSoft Enterprise Assign Non-Course Work

Faculty Advisor

Student

Instructor

Registrar

Evaluate milestone attempt, progress to

date and when completed, record

gradeStudent Milestones

Track student's progress with the milestone,

including date required, how many attempts are

allowed, and when completed

Student Milestones


Assign milestone to student and assign

an advisor or committee to

evaluate the workStudent Milestones

Receive Advice and Enroll in Classes

Receive evaluation upon

completion of non-course

work


PeopleSoft Enterprise Create Enrollment Reports


Registrar

Student

Government ReportingCanada

Australia

New Zealand

Manage processesESIS Institution ProcessESIS Student ProcessUSISE Report Process

CIS Report ProcessMET Report Process OYAC

OUAC Report ProcessFreeze Student ListArchive Extract File

Manage mappingsClassification Mapping Table

Direct Mapping TableMaster Mapping Table

Separate Mapping TableCountry Mapping

Language MappingProvince Mapping

Reporting Sequence MappingTerm Group Mapping

OUAC Applno Mapping

Manage suspense tablesStudent List

ESIS Institution DescriptionESIS Institution ProgramESIS Institution Course

ESIS Student DescriptionESIS Student ProgramESIS Student Course

ESIS Student Transfer CreditsUSISE Elements

CIS ElementsMET Elements

OUAC Elements

Country?


Receive Advice and Enroll in

Courses

Create reports - NZLNZQA Reports NZLSDR Extract NZL

Manage academic structure tables

ESIS Program TableESIS Plan Table

ESIS Course DataAcademic Program Table CDN

CIS Program TableCIS Plan Table

CIS Subplan Table

Manage definitionsBusiness Unit Table

Define Element ClassDefine Govt ElementDefine Report PeriodDefine Report TypeDefine Forpos CodeDefine Quacod CodeDefine Qualif Code

Define Seshun CodeDefine Spemaj CodeDefine County CodesDefine Country Codes

Define Language CodesDefine School CodesExternal School Table

Define CIS Language CodeProv Approval Codes

Prov Course Funding CodesProv Funding by Citizen

Prov Major Field of StudyProv Program Codes

Prov Prog Funding CodesProv Special Initiative Code

Manage reportsStudent Description Audit

Student Program AuditStudent Course Audit

Selected Student Report

Create reports - AUSDEST Work Records - LL,OS.

View DEST LL,EN,OS Work RecsView 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 StatusEnrollment Feedback SATAC AUS Enrollment Feedback QTAC AUS Enrollment Feedback VTAC AUS Enrollment Feedback UAC AUS

Request verification of enrollment be sent to specified

addressRequest Enrollment Verification

Print enrollment verification information

Enrollment Verification Print

Review enrollment verification requests

Enrollment Verification

Provide to specified address


PeopleSoft Enterprise Advise and Transition Students

Instructor

Student

Registrar

Faculty Advisor

Bursar Manage Financial Services

Teach Courses

Review Student Goals

Identify Academic Requirements

Evaluate Progress to Date and

Provide Transition Advice

Create Transcripts

Certify Graduation Eligibility

Enroll in Classes

Request Academic Advisement (SS)


PeopleSoft Enterprise Request Academic Advisement

Student

Faculty Advisor

RegistrarAssign advisor to

studentStudent Advisor


Help needed?

Review assigned advisors

My Advisors

Enroll in Classes

Seek advice on academic

career

Request help in plan adjustment

due to difficulties

experienced

Seek special permission to attend filled or

restricted classes

Seek advice on transferring to

different institution

Request advisement

Review academic requirementsMy Academic Requirements

My PlannerSearch for ClassesSearch in Catalog

View What-If Report


PeopleSoft Enterprise Review Student Goals

Student

Faculty Advisor

Registrar

Leave of Absence

Change orContinue Program,

Plan, or Subplan

Not Eligible

Teach Courses

Request Academic Advisement

Create Transcript

Update status to indicate that student is taking leave

of absenceStudent Program/Plan

Review student groups and careers

Student GroupsStudent Career

View Student Groups by Student

Identify Academic

Requirements


Decide if?

Identify reason to initiate

discussion with student

Receive notification of

incompletes or mid-term

deficiencies

Receive request for advisement on

academic career, plan changes, special

permissions, transfers, etc.

Meet with student and identify student's

goals, such as: leave of absence, change plan, continue plan

Meet with Advisor and

provide information

Assign Ids to a student group

Process Student Groups

Review information about advisee

View My AdviseesDegree Progress Report

Unofficial TranscriptView General Information


PeopleSoft Enterprise Identify Academic Requirements

Faculty Advisor

RequirementGroup

Description

RequirementSummary

Line Summary

CourseList

Summary

Requirement Group Detail

Information needed?

Review summaries of the academic requirement lines

in a specific academic requirement

Academic Requirements

Review structure of a requirement group

Academic Requirement Group



Review courses contained in a specific course listAcademic Course Lists

Define Course Lists


Review structure of an academic requirementAcademic Requirement

Review summarized listing of the components of a requirement

groupAcademic Requirement Groups


PeopleSoft Enterprise Create Transcripts

Student

Faculty Advisor

Registrar

No

Yes

Yes

Large Group(more than 20)

RequestOfficial

Transcript

UnofficialTranscript

No

Yes

Individual or Group of

Students

Large Group(more than 20)

Individual or Group of

Students

Australia

Electronic

Print for range of transcript

requests?


Print for range of transcript

requests?

Define group parameters and create request for large group of students

Batch Transcript Request

Identify transcript parameters, output

destination and printing dateTranscript Request

Student Advisement Report

ARTS Student Program AUSARTS Student Program Notes AUS

ARTS Results AUS

Decide ifneed to purge

remainingtranscripts

Define group parameters and create request for large group of students

Batch Transcript Request

Review status of electronic transcript requests

Electronic Transcript Query



Identify parameters and request transcripts be

purgedTranscript PurgePurge Transcript

Reports

Decide ifneed to purge

remainingtranscripts

View transcript results and messages from processing

requests Transcript Request

Request Transcript Report

Transcripts are for?

Identify transcript parameters, output

destination and printing dateTranscript Request

Identify who is requesting and who is receiving

transcripts and create transcripts

Transcript Request

Process TS131 files

Download TS131

Generate previously created transcript requests

Batch Transcript Generation

Decide iftranscripts are

for...

E-Mail transcripts generated by batch process

Email Electronic Transcript

Generate previously created transcript requests

Batch Transcript Generation

Request transcripts printed and view system messagesBatch Transcript Print

Create electronic transcript for student

Electronic Transcript Request

Identify parameters and request transcripts be

purgedTranscript Purge

Purge Transcript Reports

Print transcripts for single transcript request number

Transcript PrintRequest Transcript Report

Generate electronic transcript files

Generate Electronic Transcript

Request transcripts printed and view system messagesBatch Transcript Print

Search for student transcript requestsTranscript Request

Inquiry

Define transcript text for studentTranscript Text

Print transcripts for single transcript request numberTranscript Print

No

Yes

No

View transcript results and messages from processing

requests Transcript Request

Request Transcript Report

Identify who is requesting and who is receiving

transcripts and create transcripts

Transcript Request

Produce large batch of transcript reportsProcess Transcripts

Produce large batch of transcript reportsProcess Transcripts

Request transcriptsRequest Official TranscriptView Unofficial Transcript


PeopleSoft Enterprise Evaluate Progress to Date and Provide Transition Advice

Student

Registrar

Faculty Advisor

Bursar

Course

Override

Eligibleto Graduate

Change orContinue Plan

AnalyzeMore Yes

Exceptions

Yes

No

Perform what-if analysis as needed to satisfy student's

goals or identify outstanding requirements

Set Up What If DataCreate What-If Scenario

Financial impacts?

Create a course directive to change or waive a

requirementOverride Details

Identify Academic Requirements

DecideIf?

Substitute one course for a required course

Create Course Substitution

Need to make

exceptions?


No


CreateTranscripts

Authorize student exceptionsAuthorize Student Exceptions

Type of exception?

Go To: Enroll in Classes

Advise student of classes required to change or

continue plan

Advise student they are eligible for graduation

Conduct audit of degree progress, i.e., courses completed,

outstanding requirements, and create advisement

Transcript RequestDegree Change AuditGrade Change Audit

Request Advisement ReportView Advising Report

Request information on degree progress

View Degree Progress ReportMy Academic Requirements

My Planner


PeopleSoft Enterprise Certify Graduation Eligibility

Student

Faculty Advisor

Registrar

Bursar

Eligible to Graduate

Not Eligible to Graduate

Yes

No

Conduct audit of degree progress, i.e., courses completed, outstanding

requirementsTranscript Request

Request Advisement Report



NZVCC Survey fileNZVCC Survey Data File NZL

Create communication to notify potential graduates

whether they are certified to graduate Letter GenerationRun 3C Engine

Review Student's Goals

Create and distribute list of those eligible to

graduateGraduation Report

Review and update degree information,

honors, plan information, rank, GPA, sub-plan

Student DegreesHonors and Awards

Update program action to complete and verify term, degree honors and GPAStudent Program/Plan

New Zealand?

Create Transcripts

Receive graduate list and certify graduates are academically

qualified


graduation status

Receive application for

graduation

Receive graduate list and certify graduates are

fiscally qualified

Request diploma, award degree, or

certificate and provide

commencement information

Notify alumni association of new graduates

Receive diploma, degree or

certificate and commencement

information

Apply for graduationApply for Graduation


PeopleSoft Enterprise Manage Financial Services


Credit Manager

Bursar


Student

Faculty Advisor

Student Recruiter Recruit

Prospects


Enrollin Classes

Receive and Evaluate Financial

Aid Application

Assess Financial Aid Need

Award and Package Financial

Aid

Notify Student of Award Process Loans

Process Pell Grants

Manage Work Study

Disburse Aid

Calculate Tuition and Fees

Bill Financial Customer

Determine Payment Plan

Receive Payments and Provide Cashiering Services

Post Financial

Transactions

Create and Distribute Refunds

Report Taxes

Collect Overdue Accounts


Review Satisfactory Academic Progress


PeopleSoft Enterprise Receive and Evaluate Financial Aid Application

External Fin Aid Providers


Student

Student Recruiter

Institutional

INSTCorr Audits

EFCSummary

NeedAccess

Profile

Profile orNeed Access

InstitutionalApplication

ISIR

CanadianNational

Aid

CorrectionsSubmitted

CanadianInstitutionalApplication

Yes

No

Resubmit ISIR files to the CPS

Process ISIR Corrections

Type?

Identify student's and parent's expenses, assets and resources and calculate total income and

assets Maintain Application 2004-2005Maintain Application 2005-2007Maintain Application 2007-2007

Review corrections and create files to return

Process ISIR CorrectionsProcess ISIR Correction Errors

Enter FAFSA SignaturesModify ISIR School Recipients

View 2005-2007 Outbound FilesView 2005-2007 Outbound DataView 2007-2007 Outbound FilesView 2007-2007 Outbound Data

Create Federal Data Files

Identify Canadian student's and parent's expenses, assets and resources and calculate total

income and assets Add Institutional Application

Create/Update FT ApplicationCreate/Update PT Application


Requesting?

Review corrections made to a student's Institutional application

View Correction Audits

Recruit Prospects

Review information about student's institutional EFC

View 2004-2005 IM EFC DetailView 2005-2007 IM EFC DetailView 2007-2007 IM EFC Detail

Import ISIRs and manage the filesProcess ISIRs

Import Federal Data Files2005-2007 Suspense Management 2007-2007 Suspense Management

2005-2007 ISIR File Data2007-2007 ISIR File Data

Delete ISIR/NSLDS Records ISIR Suspense Detail ReportISIR Load Summary Report

System Generated ISIR Report CPS Reject/Assumption Report

Review CPS/NSLDS Transactions

Decideif need tocorrect

Import Canadian applications and manage files

Process Data LoadView Load Results

Manage Suspended RecordsProcess Suspense Files

Correct ISIR recordsCorrect 2004-2005 ISIR recordsCorrect 2005-2007 ISIR recordsCorrect 2007-2007 ISIR records

Manage Corrected ISIR DataView ISIR Field Audits

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

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

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

Review audit results for Canadian application

View CNAS ResultsView Application AuditView Extension Audit

Need toReview?

Submit application for

federal aid

Create Institutional,

College Board Profile or Need

Access application

Create institutional application

Receive application (FAFSA)

Receive Profile or Need Access application and provide info to

institution

Create ISIR and provide to institutions

Receive corrected

application

Go To:Award and

Package Financial Aid

DepartmentalAid


PeopleSoft Enterprise Assess Financial Aid Need

Student


No

Group,Batch

Yes

Individual,Online

Group

Individual

No

Yes

Deletestudent from preliminary

results?

Request student deleted from budget worktable

Maintain Budget Work Table

Move budget results to student's budget record to

create budgetMove Budget to Students

Decide if comparison

for

Receive and Evaluate Financial

Aid Application

Verify individual or family income summary and tax info

Manage 2004-2007 Verification Manage 2007-2007 Verification Manage 2007-2007 Verification

Identify rules and determine budget item

amount for each categoryProcess Formula

Review results and manage budgets

View Student Budget SummaryView Batch Budget Details

Maintain Term Budgets

Award and Package Financial

Aid

Simulate Federal Estimated Family Contribution scenarios

Simulate 2004-2005 FM INAS Simulate 2005-2007 FM INAS Simulate 2007-2007 FM INAS

Identify budget categories with tuition and calculate the

amountProcess Tuition

Identify student and create a term budget or build automated budget

Create Student Budget

Review and/or adjust Pell budget items for a student

Adjust Pell Budgets in Batch

Review data from National Student Loan Data System import and

manage filesProcess NSLDS Files

Manage NSLDS RecordsNSLDS FAT Load Error Report

Review NSLDS Flagged StudentsNSLDS Alert File Report

Update Aggregates with NSLDSProcess NSLDS Request

Review CPS/NSLDS Transactions

Create and review selection of students

Select Students

Perform comparison of source and target info and reviewPerform Auto Verification

Adjust?Decide

if creating a budget for

Create or update student's term information or create records for a

large number of studentsManage Financial Aid Years

View Financial Aid StatusProcess Financial Aid YearsMaintain Student FA Term

Create FA Term Driver RecordsBuild FA Term in BatchFA Term Census Report

Identify students for verification

Perform Batch ConsolidationView Batch Consolidation

Verify information for all students that meet the

selected criteriaPerform Batch VerificationView Verification Summary

View Verification Details

Produce SAP and Verification population and review statusSelect SAP/Verification (MC)

Update SAP/Verification Status

Identify external award data for students

Add External Awards by TypeAdd External Awards to Student

Review students who reported aid from other

sourcesView Self Reported Aid

Manage external awards dataProcess External Award File

View Data File Stating ResultsLoad External Awards

External Award Load SummaryExternal Award Load Detail

Manage External Award DataManage External Awards by TypeManage Student External Awards

Manage Awards by StatusProcess SF External Award

Validate need summary information

Need Summary Validation

Report financial aid given by other sources

Report Aid from Other Sources


PeopleSoft Enterprise Award and Package Financial Aid


Eligibility and Need

StudentsNot

Packaged

AwardsPackaged

Number ofStudents

Group(Batch)

Individual(Manually)

No

RestrictedAid

Yes

Yes

No

Yes

Award

Review awards that were packaged for a student

View Mass Packaging SummaryView Mass Packaging Details

View Packaging Status SummaryMass Packaging Summary Report

Mass Packaging Detail Report

Process Pell schedule testProcess Pell Schedule Test

Decide ifneed to?

Expire anticipated aidExpire Anticipated Aid

No

Departmental Awards?

Identify messages received as a result of process

View Mass Packaging ErrorsView Packaging Status Summary

Print Batch Process Messages

Identify messages received as a result of process - Institutional Aid


Identify processing messages View Mass Packaging Errors

View Packaging Status SummaryPrint Batch Process Messages

ReviewDetails?

Identify educational resourcesIdentify Education Resources

Identify and select students -

Institutional AidSelect Students

Notify Student of AwardReview plans used and

students assigned to them - Institutional Aid

View Results by PlanView Results by Query

Review anticipated aidView Anticipated Aid Item TypeView Anticipated Aid by Term

Associate packaging plans with the

selected students -Institutional AidAssign Plans


Judgment?

Review aid awards and override decision with professional judgment

Invoke Professional Judgment

Assign awards to a student and post

Assign Awards to a Student

Associate packaging plans with the

selected studentsAssign Plans

Create formula to define students to be selected for

packagingSelect Students

Assign departmental awardsAssign Departmental Awards

Review plans used and students assigned to them

View Results by PlanView Results by Query

Create simulated mass packaging, to review and/

or live mass packaging and review results -

Institutional AidProcess Mass Packaging

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


Print Batch Process Messages

Establish packaging criteriaAssign Packaging Ratings

Assign Packaging Variables

Review current and lifetime cumulative aid and aid limits

View Aggregate AidReview Lifetime Aggregate

View Aggregate Program SummaryUpdate Incoming Aggregates

Assign Aggregate Source

Review students selected and update - Institutional Aid

View Results by Students

Award restricted financial aidMake Award

Evaluate Ratings

Review aid activityView by Date

View Award Category SummaryView Term Award summary

View Award Earnings summaryView Work Study Approval

View Campus JobsGenerate Overaward Report

View Award ActivityView NSLDS Loan Data

Maintain User Edit Messages

How to create

packages?

Identify and select students Select StudentsInsert ISIR Rows

(CAN)

Review students who did not receive an award package in the mass

packagingView Mass Packaging Errors

Type of financial aid?

Packaging Institutional

Aid?

Review number of students selected for each packaging plan and those

packagedView Mass Packaging Summary

View Mass Packaging DetailsMass Packaging Summary Report

Mass Packaging Detail Report

Review student's financial aid eligibility and need information

View Mass Packaging SummaryView Mass Packaging Details

Mass Packaging Summary ReportMass Packaging Detail Report

Need Summary Validation

Review students selected and update

View Results by Students

Review Pell schedule testPell Schedule Test

Receive notification of restricted award from Restricted Aid

Committee

Offer early financial aid and review early offers

Offer Early Financial AidView Early Aid by Career

View Early Aid by Category

EarlyFinancial

Aid

RepackageIdentify students to include in

repackagingSelect Students to Repackage

Review students selected for

repackaging and updateView Selected Students

Associate repackaging plans to students

Assign Repackaging Plans

Review repackaging plans and students assigned to them

View Assigned PlansView Students by Plan

Initiate repackaging process

Process Batch Repackaging

Review processing resultsView Batch Repackaging Summary

View Batch Repackaging DetailsView Batch Repackaging Errors

Go to: Admit Students: Offer

Financial Aid


PeopleSoft Enterprise Notify Students of Awards


Student

Self-Service

GroupLetters

IndividualStudentLetter

Accept, cancel, or decline awards per

student's instructionsPerform Mass Action

Review letter contentsAward Notification Summary

Award Notification Inquiry

Process Loans

Identify the information to be included in the FAN letterSelect Award Letter Data

Review settings for the Forms Engine

Award Notification DefaultsAward Notification One-Up

Identify the students for the award notification letter

Select Award Letter DataView Mass Change Selection

Award and Package

Financial Aid

Request the letter be printedCreate Award Letter Data File

Request letter creationAward Notification Batch

Accept or decline awardAccept/Decline Awards

Manage Work Study

Process Pell Grants

Reprint, if neededAward Notification Reprint

How to notify?

Review summary of FAN letter

View Award Letter Data


award

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 detailsView Batch Summary

View Self Service ActivityView Self Service Status

Review administrative requests created by a

studentView Self Service Requests

Review information about financial aid

awardsView Financial Aid

Pending Financial Aid


PeopleSoft Enterprise Process Loans


Yes

YesNo

CommonLineLoans

No

Yes

No

DirectLending

Yes

No Yes

Yes

No

Yes

No

No

Review?

Create Direct Loan School Account Statement reportGenerate DLSAS Report

Update and synchronize transmission data

Loan Transmission Information

Review errors in the validation process

Validation Error Report

Create data for the loan manifest once note is signed

and printGenerate Direct Loan Manifest

Review Manifest BatchesPrint Manifest Report - PLUSPrint Manifest Report-Stafford

Override applicant information on the application

Override Loan Application DataOverride Processing Status

Place loan on holdProcess Hold and Release

Reconcile account

info?

Verify loan status or change existing status to prepare loan

for outbound transmissionMaintain Originated Loans

Override Loan Status

Passed validation process?

Create the loan application data files in CRC or CL 4 format and transmit to

loan servicersProcess CRC Outbound RecordsProcess CL 4 Outbound Records

Outbound EC AgentRename Outbound Files

Review promissory note informationView Promissory Note Actions

Review Promissory Note Actions

Receive inbound loan applications

Generate Phase-In DataImport Phase-In Data

Notify Student of Award

Manage Common Origination and Disbursement (COD) files

for direct loansGenerate Direct Loan Data

View COD Data

Create direct loan promissory note communication

Create PNote CommunicationPrint Promissory NoteView Promissory Note

Create Signatures in BatchPrint Perkins MPN

Originate the Stafford or PLUS loans that have been accepted

and review resultsManage Direct Loan ApplicationView Loan Processing Actions

Award Includes?

Verify application tablesView CL 4 Application Records

Loanrejected by servicer?

Need to override data?

Review loan informationView CRC Loan Status CodesView CRC Loan Participants

View CL 4 LendersView CL 4 Loan ServicersCRC Certification Request

Record cash receipts, drawdowns and return of

excess cashManage DL Cash Transactions

Create the loan application and transmit to loan origination center

Generate Direct Loan DataOutbound EC Agent

Rename Outbound Files

Reviewpromissory note

info?

Need toinitiate or have

received changes to loan?

DisburseAid

Receive inbound loan applications from loan servicers

Inbound CRC XML FilesProcess CRC Inbound Files

Inbound EC AgentProcess CL 4 Inbound Files

Business Document SummaryBusiness Document Errors

Manage Common Origination and

Disbursement (COD) files for incoming files

Import COD Response DataView COD Data

Needpromissory note

info?

Identify students who accepted and determine

eligibility and calculate loan amounts, disbursement, etc.Maintain Originated Loans

Reconcile institutional records with Loan Origination Center's

recordsManage DL Cash Transactions

Verify application tablesView CL 4 Application Records

Check loan origination records for errors

Validate CL 4 LoansValidate CRC Loans Update loan information

accordinglyMaintain Originated Loans

Review loans on hold and correct errors, release hold

and resubmitLoans on Hold Report

Review Hold/Release ErrorsProcess Hold and Release

Review Exception Messages

Review and/or update disbursement information

Maintain CL Disbursements

Review processed direct loan information

Origination Export 2003-2004Origination Import 2003-2004Prom Note Import 2003-2004

PLUS Credit Import 2003-2004Change Export 2003-2004Change Import 2003-2004

Disbursement Export 2003-2004Disbursement Import 2003-2004

DLSAS Import 2004-2005DLSAS Import 2005-2007DLSAS Import 2007-2007

View Originated LoansView Loan Application Status

View Origination ExportView 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 Disbursement Export View Disbursement Import

View Origination Export View Origination Import



View Disbursement Export View Disbursement Import View Disbursement StatusView Award Disbursements

Create loan records for eligible

studentsProcess Loans

Determine loan destination, process level, and MPN status from the submitted promissory

noteEnter Stafford Prom NotesEnter PLUS Prom NotesEnter ALT Prom Notes

Maintain Student MPN UsageView CL4 Stafford Prom Notes

View CL4 PLUS/Alt Prom Notes

Review reconciliation reportsCL4 EFT Discrepancy ReportsCRC EFT Discrepancy ReportsCL4 Check Reconciliation RptCL4 Certification Request Rpt

CRC EFT Reconciliation ReportRejected Application Report

Create reconciliation reportsValidation Errors ReportLoans on Hold Report

Origination Export ReportAccepted Originations Report

Origination Auth ReportDisbursement Exception Summary

Rejected Originations ReportInbound Errors Report

PLUS Credit Decisions ReportOrigination Changes Report

Change Pending Status ReportRejected Changes Report

Disbursement Status ReportDisbursement Errors Report

Booking Status ReportDisbursement Booking Report

Generate Reconciliation Report

Review information for outbound origination files

Pending Response ReportReview CL4 File TransactionsCRC Document Management

CRC Award Management

Review processed loans received from loan servicersMaintain Originated Loans

Review CL 4 File TransactionsCRC Document Management

CRC Award Management


PeopleSoft Enterprise Process Pell Grants


Yes

Yes

No

No

Review?

Manage Pell paymentManage Pell Payment

Need reportsfor Federal

Campus-Based Programs?

Identify funds for returnDefine Rules for Return

Create Worksheet

ReturnTitle IV Funds?

Review historyView Archived Direct Loan DataView Archived Application Data

View Originated Loans

Manage fundsFiscal Aggregate Summary

Fund RosterFA801 Award Data by Item Type

DisburseAid

Originate the Pell payment

Originate Pell Payment

Review Direct Loan 2001-2002 information history


View Promissory Note ImportView PLUS Credit Import

View Change ExportView Change Import

View Disbursement ExportView Disbursement Import


for incoming filesImport COD Response Data

View COD Data


Review and analyze informationTrack PW DisbursementTrack TIV Funds Return

Review Summary of TIV ReturnReturn of TIV Aid Report

Review history?

Create Pell multiple reporting reports

MRR by BatchMRR by Status

MRR ReportReview MRR


for PellGenerate Pell Data

View COD Data

Create Pell cash management reports

Cash ManagementReconciliation Report

Cash SummaryReview Statement of Account

Review ReconciliationPrint Grant ESOA






Create Pell year-to-date reportsYTD Originations

YTD Originations ErrorsYTD Disbursements

YTD Disbursement ErrorsReview YTD Records

Create Pell origination reportsTransaction Status

Origination Import and ExportOrigination Status

Originations by BatchRecords With No OriginationOriginations by Action Code

Rejected Origination by BatchOrigination Acknowledgement

Create Pell disbursement reportsDisbursement Records

Disbursements by BatchRejected Disbursement by Batch

Disbursements by StatusDisbursement AcknowledgmentDisbursements by Action Code






Pell Grants

Review application information history

Institutional Detail 2000-2001Institutional Detail 2001-2002Institutional Detail 2002-2003Institutional Detail 2003-2004View Prior Year(s) ApplicationView 2001-2002 ApplicationView 2001-2002 ApplicationView 2002-2003 ApplicationView 2003-2004 ApplicationView Prior Year Verification View 2001 Verification Data View 2002 Verification Data View 2003 Verification Data View 2004 Verification Data


Origination Export 2003-2004Origination Import 2003-2004

Promissory Note Import 2003-2004PLUS Credit Import 2003-2004

Change Export 2003-2004Change Import 2003-2004

Disbursement Export 2003-2004 Disbursement Import 2003-2004

Manage Pell grant dataGenerate Pell Phase-In Data

Import Pell Phase-In DataCreate Pell Data Request

Review Pell Outbound BatchesView Pell Phase-In OutboundView Pell Phase-In Inbound

View Pell Data Request

Create FISAP reportsFISAP Report 2002-2003FISAP Report 2003-2004FISAP Report 2004-2007FISAP Report 2007-2007FISAP Report 2007-2007FISAP Report 2007-2008

Review Federal ISIR information history

Pre-2000-2001 ISIR HistoryView 2000-2001 ISIRsView 2001-2002 ISIRsView 2002-2003 ISIRsView 2003-2004 ISIRs

Federal Detail 2000-2001Federal Detail 2001-2002Federal Detail 2002-2003Federal Detail 2003-2004


PeopleSoft Enterprise Manage Work Study


Identify work-study job information for approved

student and verify student has a posted work study awardView Work Study Approval


Review student’s work history

Workforce Job Summary

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


PeopleSoft Enterprise Disburse Aid


No

Yes

Yes

No

Group,Batch

IndividualOnline

Process Pell Grants

Review a summary of the batch authorization

scheduledView Award Activity

Authorize and disburse aid with overridesDisburse Aid with Override

Identify aid to be disbursed

Disburse Aid

Disburse awards?

Need to review info ?

Disburse aidDisburse Aid

Process award authorizationsProcess Award AuthorizationsAuthorization Failure Report

ProcessLoans

Review an individual student's award

disbursement status View Disbursement

Status

Process disbursementsProcess Disbursements

Authorize aidDisburse Aid

Create disbursement reconciliation report

Reconciliation Report

Override needed?

Review disbursement activities for particular disbursement action

and status View Loan Status

Reports

Review Satisfactory Academic

Requirements


PeopleSoft Enterprise Review Satisfactory Academic Progress



Create simulation data for a student

Simulate Student Eligibility

Evaluate SAP eligibility for

selected studentsProcess SAP

Review SAP dataReview Report Data

Review and update student SAP details

Maintain Student SAP Data

Create SAP comments and communications

Create SAP Communications


Disburse Aid


PeopleSoft Enterprise Calculate Tuition and Fees


Bursar

Student

Group,Batch

Student

Yes

No

Yes

Yes

Yes

Yes

No

No

No

No

Yes


Perform Australian loan

processing?

Identify a student's optional fees

Assign Optional FeesOverride Optional Fees

Review account history or account summaries

View Customer AccountsView Corporate Accounts View Account Summary

Calculate tuition for a studentTuition Calculation

Review Calculation MessagesEquation Variables

Create tuition and fees reports, as needed

Fees After Calculation ReportFees Prior to Posting Report

Tuition Calc Error Report

Lock in tuition amount to set the minimum amount of

tuition or feesLock in Tuition AmountProcess Tuition Lock In

Calculate tuition for multiple students

Calculate TuitionView Fee Calculation MessagesCalculate Terms in Residency


Review tuition and fees

Account Inquiry

Review fees after calculation Review Fees After CalculationReview Fees Prior to Posting

Review fees after calculation Review Fees After Calculation

Make inquiry to Bursar's office

Account Inquiry

Tuition calculated

for?

Enroll in Classes

Optional fees to

calculate?

Identify group of students with cancelled enrollment and

calculate tuitionCalculate After Cancellation

Inquiry needed?

Cancel or receive notification of enrollment cancellation

Cancel EnrollmentReview Enrollment CancellationReview Cancellation Messages

Report Cancellation

End

Review?

Set minimum amount?

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


PeopleSoft Enterprise Bill Financial Customer

Bursar

StudentNo Yes

Yes

Organizations

Group of Students

Individual Student

Yes

No

Cancel invoice?

Type of customer?

Is inquiry needed?

Calculate Tuition and Fees

Review account or invoice history or review invoices

printedReview Invoice

Review Printed Invoice

Create billing entries, invoice, and/or print an

invoice for studentsGenerate Invoice

Print InvoiceProduce Extract FilePrint Invoice Crystal

Identify items in dispute and/or remove item from dispute

statusChange Item Line

Change Corporate Item Line

Cancel invoiceCancel Invoice

Review Invoice Cancellation

Determine Payment Plan

Define parameters for how to identify and bill

studentsCreate Billing Request

Create an individual bill for all or some of a student's

charges, instantlyIdentify Student Charges

Receive bill

Ready to pay?

Request payment arrangements

Receive Payments and

Provide Cashiering Services

Should charge be adjusted?

Provide bill to customer

Adjust charges by removing item in dispute from

accountReverse Charge

Reverse Corporate Charge

Identify items ready to be billed

Pending To Bill Items

Review account or invoice history or review invoices

printedReview Invoice

Student Invoice Summary

Pay bill onlineMake a Payment

Create billing entries, invoice and/or print an invoice for

corporate accountsGenerate Invoice

Print Invoice Produce Extract FilePrint Invoice Crystal

No

No

Yes End

Define parameters for how to identify and bill

corporationsCreate Billing Request

Review student’s account detailsView Item DueView Item Line

View Item

Review organization’s account details

View Corporate Item DueView Corporate Item Line

View Corporate Item

Create OLA formsPrint OLA Forms

Netherlands

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

The bank processes the OLA forms, produces the VERWINFO, and

sends the VERWINFO to the institution

Load VERWINFO payment file and post paymentsLoad Verwinfo

OLA, VERWINFO, or

Clieop03?

OLA orVERWINFO

Institution prints Incasso form and sends to

students

Students sign and return

Incasso form to institution

Institution process form by

assigning students to

payment plan

Create Clieop03 receivables to produce direct debits

Create Clieop03 Receivables

Bank runs Clieop03 file and transfers

money to institution


PeopleSoft Enterprise Determine Payment Plan

Student

Bursar

Payment Plan

DeferralContract

Third-PartyPayment Plan


Link student to deferral contract and post payment

schedule to accountAssign Deferral Contract

Define third-party contract plan

Create

Calculate and post pre-payment schedule to

account Assign and Recalc

Link student to payment plan

Assign

Define deferral contract plan

Create Deferral Contract

Define payment planCreate

Type of payment

plan?

Update third-party contract payment schedule

calculationsAssign and Recalc

Link student to third-party contract and post payment

schedule to accountAssign

Third Party Contract report

Review third-party contract results

Review Results by Contract

Review payment plan recordsReview Results by Contract

Inquire Contract Assignments

Enroll in payment planEnroll in Payment Plan


PeopleSoft Enterprise Receive Payment and Provide Cashiering Services

Bursar

Cashier

Student

InterimDeposit

VoidReceipts

DepartmentReceipts

Cash Checks

StudentPayment

CorporatePayment

Replenish Cash

Post Delayed Receipts

Credit Cards

ElectronicCheck

PayrollDeduction

Payment types

received?

Review payments and cashiering receipts

Review Student PaymentsReview Corporate PaymentsReview Department Receipts

Review Check CashingReview Corporate ReceiptsReview Student ReceiptsReview Receipt Details

Go To:"Record Transactions" to

post to the General Ledger

Create accounting entries for cashiering transactions

Generate Cashiering Entries

Close cash registers, cashier, and cashiers office

Close Offices

Create and Distribute Refunds

Cash check for student or customer

Cash Checks

Collect departmental receipts and create General Ledger

interface to move the funds into the department account

Collect Department ReceiptsApprove Department Receipts

Review?

Cashiering services

provided?

Review account summary and provide payment (online, in

person, or check) Account InquiryPayment ProfileMake a Payment

From:"Record Transactions" send

posted transactions back

Accept student payments and post payment to student's

accountPost Student Payments

Replenish cashReplenish Cash

Review Replenishment

Void a receiptVoid Receipts - Cashier

Void Receipts All

Post Financial Transactions

Process electric checkProcess Electronic Check Review balances by business day

Review Receipts By DateReview Receipt Tender FlowReview Totals by Deposit IDReview Tender By CashierReview Tender By RegisterReceipts By Business Date

Receipts By Number SummaryReceipts By Deposit ID Summary

Open cashier's office and register

Open Offices

Process credit card transactions Process Credit Cards

Review Transaction LogReview Pending Transactions

Maintain ePayment Transactions

Post corporate paymentto corporation's account

Post Corporate Payments

Review posted cashiering transactions

Review Cashiering Entries


Post delayed receiptsPost Receipts

Set up payroll deductions and collect payments from payrollIdentify SA Deduction Codes

Create Deduction RelationshipProcess SA Payroll DeductionCreate Deduction TransactionsReview Deduction Transactions

Process interim bank deposit without having to close registers

or the cashiering officeMake Interim DepositsInterim Deposit Detail

Reopen the cashier offices, if neededReopen Offices

Review summary of items by invoice and update invoice ID

View Items by InvoiceUpdate Payment Invoice IDView Corp Items by Invoice

Update Corp Payment Invoice

Assign waivers to apply restricted credits to terms

other than the current termAssign Student Permissions

AssignWaivers

Review and grant permissions

View Student Permissions


PeopleSoft Enterprise Create and Distribute Refunds

Bursar

Student

Refundw/ Extra Amount

Refund,Other

Corporate

Batch

ReverseRefund

Cancel

ReviewInfo

Accounts Payables

Payroll

Online

Yes

Check

Direct Deposit

No

Yes

No

Electronic CheckOr Credit Card

Direct DepositOr Check

Student

Refundw/ Extra Amount

Refund,Other

Corporate

Batch

Online

Yes

Check

Direct Deposit

No

Yes

No

Electronic CheckOr Credit Card

Direct DepositOr Check

Distribution method?

Create batch refundsCreate Refunds

Create batch refundsCreate Refunds

Create an interface for online student refund

Produce Student Refund Check

Request payroll interfaceRequest Student Job DataRequest Payroll Interface

Review refund processing messages

Review Batch RefundsReview Batch Messages

Report Batch RefundsReport Batch Messages

Review refund detailsReview Student by ID

Review Student by DateReview Sponsor Refunds by ID

Review Sponsor Refunds by DateReview Corporate Refunds by IDView Corporate Refunds by DateReview Corporate Sponsor by IDView Corporate Sponsor by Date

Refunds by Date Completed Refunds by Date

Open RefundsIndividual Refunds

Corporation Refunds

Create refund for amount greater than the refundable

balanceRefund With Extra Amount

Distribute refund to third party processor

Process ePayment Refunds

From:"Disburse Aid"

Receive notification that student requires

Financial Aid refund

Refund via Payroll or Payables?

Distribution method?

Create refund to be issued to someone other than the

studentDesignate Sponsor

Designate Corporate SponsorSponsor Refund

Corporate Sponsor Refund

Batch or online

refunds?

Post Financial Services

Create refund and post to student's

accountStudent Refund

The payroll method involves creating and

distributing refunds using PeopleSoft Payroll for

North America

Reverse refunds to students or corporations

Student Refunds by IDStudent Refunds by DateCorporate Refunds by ID

Corporate Refunds by Date

Create electronic transmittal file to transfer

refund directly to student’s bank account

Create Direct Deposit File

Create electronic transmittal file to transfer

refund directly to student’s bank account

Create Direct Deposit File

Approval required?

Receive notification to approve refunds

Process Refund ApprovalRefund Approval Message Agent

Distribute refund to third party processor

Process ePayment Refunds

Receive notification to approve refunds

Process Refund ApprovalRefund Approval Message Agent

Print direct deposit advice slips

Print Advice Forms

Confirm refund and update with check information

Request Refund Update

Create refund and post to student's

accountStudent Refund

Create refund and post to corporate Corporate Refund

Create refund for amount greater than the refundable

balanceRefund With Extra Amount

From:"Teach Courses"

Receive notification that student dropped a class or

withdrew from term

Print checksProduce Student Refund

Check

Confirm refund and update with check information

Request Refund Update

Approval required?

Calculate refund and post to account

Student RefundRefund With Extra Amount

Designate SponsorSponsor Refund

Designate Corporate SponsorCorporate Sponsor Refund

Corporate Refund

Further action

needed?

Print direct deposit advice slips

Print Advice Forms

Create or publish vendor or voucher information to AP

Create Vendors and Vouchers

Type of refund?

The accounts payable method involves creating and distributing refunds

through an interface with PeopleSoft Payables

Batch or online

refunds?

Direct deposit or

check?

Approve refund

Review and approve refundsVerify Student Approvals

Verify Corporate ApprovalsApprove Student

Approve Corporate

Approve refund

Review processing messages Review Refund MessagesBatch ePayment Refund

Details

Review processing messages Review Refund MessagesBatch ePayment Refund

Details

Print checksProduce Student Refund

Check

Create refund and post to corporate Corporate Refund

Receive Payments and Provide Cashiering Services

Review and approve refundsVerify Student Approvals

Verify Corporate ApprovalsApprove Student

Approve Corporate

Create refund to be issued to someone other than the

studentDesignate Sponsor

Designate Corporate SponsorSponsor Refund

Corporate Sponsor Refund

Create AP Interface info and provide to Accounts Payable to

issue refund payment Review Student Vendors

Review Corporate VendorsReview Voucher Data

Create Vendors and VouchersStudent Vendor IDs

Type of refund?

Direct deposit or

check?

Approval required?

Review refund processing messages

Review Batch RefundsReview Batch Messages

Report Batch RefundsReport Batch Messages

Create an interface for online student refund

Produce Student Refund Check

Approval required?

Cancel refundsCancel Student Refund

Cancel Corporate Refund

Load paysheetsLoad Paysheet Transactions

Identify students requiring refunds through payroll

Create Student Job Data

Calculate refund and post to account

Student RefundRefund With Extra Amount

Designate SponsorSponsor Refund

Designate Corporate SponsorCorporate Sponsor Refund

Corporate Refund


PeopleSoft Enterprise Post Financial Transactions

Credit Manager

Bursar

Group ofTransactions

SingleTransaction

ExternalFile Load

Yes

Reverse Payment or

Charge

Payment

Charge

Create Charges

Yes

No

Need to?

Create trial balance reports

By AccountBy Student

By Student ItemBy Corporate Account

By CorporationBy Corporate Item

Reverse individual's or corporate account payment

Reverse PaymentReverse Corporate Payment

Purge?Create and

Distribute Refunds

Reverse interface?

Receive transaction information from external sources; review and

update, as needed External Files

Review Suspended Transactions

From:"Record Transactions" send

posted transactions back

Reverse GL InterfaceReverse GL Interface

Collect Overdue Accounts

Request group posting and identify

approvals for postingPost Transactions

Create group of payments or charges for students or

corporationsCreate Group Data Entries

Create Group Corp Data Entries

Review and revise transactionsReview TransactionsCorrect Transactions

Correct Corporate Transactions

Create accounting entries for financial transactions

Generate Accounting Entries

Reverse individual's or corporate account charge

Reverse ChargeReverse Corporate Charge

Reverse Groups

Go To:"Record Transactions" to

post to the General Ledger

Receive Payments and Provide

Cashiering Services

Consolidate the transactions into one

posting group Purge Posting Table

Review information and select posting action (approved or

not approved) Approve Corporate Groups

Approve Student Post GroupPost Group Approvals

Report Taxes

Review group processing information and create posting

reportsGroup Post - Suspended

Group Summary Daily Activity Daily Posting Group Detail

Account Audit Statement Report

Review posted financial transactions

Review Accounting Lines

Review consolidated single transactions

Review Posting Information

Method for posting?

Record a single transaction for a student or a corporation

Post Student TransactionPost Corporation Transaction

Type of transaction to

reverse?

Receive returned check

No


PeopleSoft Enterprise Collect Overdue Accounts

Campus ServicesDirector

Bursar

Credit Manager

Later

NowCorporation

Customer

Write-off

Dispute

Cancel

Yes

Hold

Apply Payment Yes

Post Late Fees

Corporation

CustomerUpdate collection letter information and create

lettersDunning Letter Content

Generate Dunning LettersLetter Generation

Review write-off information and reverse it

Reverse Student Write-OffReverse Corporate Write-Off

Initiate customer contact Begin Customer Collection

Update Customer Collection

Place hold on student account

Process Credit History

Review credit historyProcess Credit HistoryReview Credit HistoryOne Customer ReportAll Customer Report

Customer Report by Account

Customer type?

Collectfunds now or

later?

Create worklist for collectorsPut Corporations in CollectionAssign Corporation to Worklist

Create trial balance reportsBy AccountBy Student

By Student ItemBy Corporate Account

By CorporationBy Corporate Item

Review enrollment cancellation processing messages

Review Cancellation Messages

Shouldcharge be adjusted?

Create collection agreement, create

payment schedule and post to the account

Collection Agreement

Review customer in collection status and create worklistCustomers in Collection

Customer Collection WorklistCustomer Collection CI

Initiate customer contact for the corporate account

Begin Corporate CollectionUpdate Corporate Collection

Adjust charges by removing item in dispute from

customer/corp accountReverse Charge

Reverse Corporate ChargeReview the history of the

collection customer, contact the customer and/or record contact

activity View Customer Collection DataView Customer Collector Queue

Review enrollment cancellation information

Review Enrollment Cancellation

Update collection letter information and create letters

Dunning Letter ContentCorporate Dunning Letter

Letter Generation

Customer type?

Review the history of the collection customer, contact the customer and/or record contact

activityView Corporate Collection DataView Corporate Collector Queue


Identify items in dispute and/or remove item from dispute

statusChange Item Line

Change Corporate Item Line

Identify classes, session, or term enrollments to be

canceled due to non-payment of fees

Enrollment DepositsCancel Enrollment

Identify a customers whose accounts are write-offsPost Student Write-off

Post Corporate Write-off

How to deal

with theAccount?

Review corporation in collection status and create

worklistCorporations in Collection

Corporate Collection WorklistCorporate Collection CI

Reverse write-off?

Create worklist for collectorsAssign Customers to WorklistPut Customers in Collection

PostFinancial Transactions

Process write-offsRun Write-off Process

Review corporate credit history

Process Credit HistoryReview Corp Credit History

One Corporation ReportAll Corporation Report

Corporate Account Report

Prepare for account reconciliation by

validating referential integrity

Validate Tables

Apply paymentApply Payment

Payment Shuffle

Obtain commitment for

a promise to pay

Place customer or corporation in

collectionProcess Collections

Post and review late feesLate Fees Processing

Late Fees Processing-BillingReview Student Late FeesReview Late Fees-Billing

Review Late Fee MessagesReview Corp Late Fees

Review Corp Late Fees-BillReview Corp Late Fee Messages

Late Fees Report


PeopleSoft Enterprise Report Taxes


Bursar

1098-T

T4A

T2202A

Receipts

Reports

Edit T2202A data for student

Edit T2202A Data


Create receiptsGenerate Donation Receipts

Generate Tax Receipts

Type of tax?

Review 1098-T data for student

Review 1098-T Data

Update 1098-T data for student

Edit 1098-T Data

Post Financial Transactions

Create tax reportsBatch Message Inq/Print

1098-T Audit Report1098-T Form Print

GST Tax Summary ReportIndividual GST Tax Detail

Organization GST Tax Detail

Extract T2202A JetForm FileCreate T2202A Extract File

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

Generate 1098-T

Revoke 1098-T consent for student, if needed

Revoke 1098-T Consent

Create data related to

scholarship income to produce

T4A slipsGenerate T4A

Review and validate T4A

student income balances

Review T4A Data

Create T2202A data to report

tuition and offsets of tuition for

studentsGenerate T2202A

Print T2202A tax information on

preprinted formsPrint T2202A

Create job data to prepare for tax

processingCreate Student Job Data

Print 1098-T form and create electronic

transmission file1098-T Form Print


PeopleSoft Enterprise Manage Campus Services


Librarian

Housing Officer

Bursar

Student


AdmitStudents

Enrollin Classes


Receive Applications for

HousingAssign Housing

Negotiate Rental Agreements

and Payments

Determine Meal Plans

Renew for New Term

Provide Publication

Catalog Lending

Provide Inter-Library Lending

Acquire and Manage Media

Provide Digital Media

Manage Knowledge

Manage Personal Information

Manage Checklists,

Communications, and Comments

Manage SEVIS

Manage Service Indicators

Manage Organization and

Committee Information

Manage Campus Event Planning


PeopleSoft Enterprise Manage Personal Information


Bursar

Student


Person

Student

Record immunizations, health history and exam

results for a studentAccommodation Data

Immunizations and HealthImpairment AUS

Audiometric ExamEye Exam

Physical ExamRespiratory Exam

AdmitStudents

Record immunizations, health history and exam

results for a personAccommodation Data

Immunizations and HealthImpairment AUS

Audiometric ExamEye Exam

Physical ExamRespiratory Exam


Person or student?

Record identification information about a studentCitizenship and Passport

Visa Permit DataDriver's License DataExternal System ID

PINPhoto

Residency Data

Record accomplishments, athletic participation and

activities for a personHonors and Awards

Licenses and CertificatesMembershipsPublications

Athletic ParticipationExtracurricular Activities

Add or update biographical data for a person

AddressesElectronic AddressesSeasonal Addresses

PhonesEthnicity

LanguagesReligious Preferences

Decedent DataFERPA

FERPA Quick EntryReview FERPA Display

RelationshipsRelations with Institution

Person-to-Person SummaryNames

Emergency ContactsWork Experience

Communication PreferencesStudent Data AUS

Apply Seasonal Addresses Update Linked Addresses

Record accomplishments, athletic participation and activities for a studentHonors and Awards

Licenses and CertificatesMembershipsPublications

Athletic ParticipationExtracurricular Activities

Enrollin Classes

Add or update biographical data for a student

AddressesElectronic AddressesSeasonal Addresses

PhonesEthnicity

LanguagesReligious Preference

Decedent DataStudent Data AUS

CHESSN DataFERPA

FERPA Quick EntryReview FERPA Display

RelationshipsWork Experience

Relations with InstitutionPerson-to-Person Summary

NamesEmergency Contacts

Apply Seasonal AddressesUpdate Linked Addresses

Search for existing name and address for person

or student; add or update, if foundSearch/Match

Address SearchAdd/Update a Person

Search/MatchAddress Search

Add/Update a Person

Record identification information about a personCitizenship and Passport

Visa Permit DataDriver's License DataExternal System ID

Residency DataPhotoPIN

Manage ID of a personID ChangeID Delete

ID Change/Delete Process LogID Delete Control Update ID Type

NZL or NLD?

Manage the National Student Index

Request NSNExtract NSI DataLoad NSI DataPost NSI Data

Purge NSI Suspense TableNSI Change Notification

NSI SuspenseNSI Additional Data

Register student GBA reporting names

Student GBA Names NLD

End

NZL

NLD

No

Review student information

Student Services Center


PeopleSoft Enterprise Manage SEVIS


Bursar

Student


Review SEVIS InformationPassport/Visa Expiration

Citizenship/Country/Visa Audit Employment Authorizations View SEVIS Events History

SEVIS External System Export

Manage I-20 formsI-20 Form

View I-20 Form

Update personal informationAdd/Update a Person

Citizenship/Passport Data Driver's License Data

Visa/Permit Data Search/Match

Dependent Search

Enrollin Classes

Determine?

Process F/M alerts and exceptions

Process SEVIS Alerts - F/M Select Alerts to Report - F/M Export SEVIS Events - F/M

Full Course ExceptionsExternal Full Course Exception

Full Course Exception Load


AdmitStudents

Import and maintain SEVISImport Process Import Results

SEVIS ID Maintenance SEVIS Master

Manage DS-2019 formsDS-2019 Form

Process J alertsProcess SEVIS Alerts - J Select Alerts to Report - J Export SEVIS Events - J


PeopleSoft Enterprise Manage Checklists, Communications, and Comments


Bursar

Student


Comments

Communications

Checklists


Process checklistsItem Update – Automated

Update Checklist Item-by ItemMass Change Group

Mass Change DefinitionRun Mass Change

Mass Change Results

Manage person checklistsChecklist Management – Person

Item Update - by ItemItem Update - by PersonPerson Checklist Detail

Person Checklist SummaryPerson Tracking Inquiry

Person Tracking Summary

Define communicationsCommunication 3C Groups

Communication Category Table Communication Context Table

Communication Speed Key Table Standard Letter Table CS

AdmitStudents

Set up ChecklistsChecklist Item Functions Table

Checklist 3C GroupsChecklist Table

Checklist Item TableTracking Group Table

Manage organization checklistsChecklist Management - Org

Org Checklist Detail Org Checklist Summary

Org Tracking Inquiry Org Tracking Summary

Determine?

Manage event checklistChecklist Management - Event

Event Checklist Summary

Enrollin Classes

Run 3C Engine3C Engine Trigger Results

Event Definition Event 3C GroupsRun 3C Engine

Trigger Definition Trigger Prompt Table

Manage person communications

Communication Management Communication Summary

Communication Detail Communication Letter Data

Manage organization communications

Communication - Organization Org Communication Summary

Org Communication Detail Org Communication Letter Data

Make mass changesMass Change Definition

Mass Change Group Run Mass Change

Mass Change Results

Define commentsComment 3C Groups

Comment Category Table

Manage commentsOrganization Comment Entry

Person Comment Entry

Create letters and emails for communications

Letter GenerationCommunication Generation3C Engine Trigger Results

Run 3C Engine

Review comments informationOrganization Comment Detail

Organization Comment Summary

Person Comment DetailPerson Comment Summary

Run 3C Engine3C Engine Trigger Results

Run 3C Engine


PeopleSoft Enterprise Manage Service Indicators


Bursar

Student


Student

Person

Enrollin Classes

AdmitStudents


Determine?

Manage service indicators for a person

Mass Assign Mass Release

Manage Service IndicatorsAudit Service Indicators

Manage service indicators for an organization

Manage Service Indicator OrgAudit Service Indicators Org

Mass AssignMass Release

Manage service indicators for a student

Manage Service Indicators Audit Service Indicator

Mass AssignMass Release

Organization


PeopleSoft Enterprise Manage Organization and Committee Information


Bursar

Student


Student

Organization

Yes

No

Load organization dataATP Load External Data

ATP Purge Suspense File ATP Search/Match/Post

EPS Assign Organization EPS Load External Data

EPS Purge Suspense File

Determine?

Review organizationsOrganization Contacts Summary

Organization Dept. Summary Organization Groups SummaryOrganization Location Summary

Enrollin Classes


AdmitStudents

Define organization dataContact Type Table

EPS Market Code Table EPS Zip to Market Code

Ext Org Code Type TableExternal Subject Table

External TermOrganization ID Delete Control

Organization Group Table

Create/maintain organizationsATP Messages ATP Suspense EPS Messages EPS Suspense

Organization Affiliation Organization Contacts

Organization Departments External Organization Codes

Organization LocationsSearch for Organization

Organization Table Organization TS130 Setup

School Course ClassificationSchool Subject Maintenance

Change Organization IDDelete Organization IDContact Type Preferred

Organization School Data External System ID

Load?

Manage committeesCommittee Type/Role Manage Committees


PeopleSoft Enterprise Manage Campus Event Planning


Bursar

Student


Manage eventsEvents

AdmitStudents

Enrollin Class

Manage event attendance

Event Attendance

Review event informationCampus Meeting Details

Event Summary Person Event Summary

Manage meetingsMeetings


Update biographical information about a

personAdd/Update a

Person

Define event tablesEvent Template

Event Type TableResource Code Table

Staff Code Table


PeopleSoft Enterprise Academic Management

Instructor

Registrar Schedule Courses and Resources

Plan Academic Programs

Evaluate Academic Programs

Teach Courses


PeopleSoft Enterprise Schedule Courses and Resources

RegistrarCreate Course

CatalogCreate Class

Schedule

Schedule Instructors and Adjust Classes



PeopleSoft Enterprise Create Course Catalog

Registrar

Create Class Schedule

Define enrollment requirements Enrollment Requirement Groups

Enrollment RequirementsEnrollment Course Lists

Review catalog and course enrollment details

Catalog SummaryEnrollment Requisite Summary

Enrollment Requirement SummaryCourse List Summary

Print course catalogPrint Course Catalog

Enrollment Advisement Report

Identify course details, equivalencies, and

assignmentsCourse Catalog

Course EquivalenciesDefine Course Assignments

Review course catalogCourse Catalog Search


PeopleSoft Enterprise Create Class Schedule

Bursar

Registrar

Create Course Catalog

Is previous

term’s schedule useful?

Copy schedule from prior termCopy Prior Term’s Schedule

Copy/Update Workload Process

Identify schedule for class

Schedule New Course

Identify the exam schedule for each class

Exam Code TableExam Code Table ReportGenerate Exam Schedule

Associate fees with classesFee ClassesClass Fees

Class Fees ModalCourse Fees

Course Fees ModalClass/Course Fees Rollover

Locate a facility for the class

Search For a FacilityClass Facility UsageClass Event Table

Yes

No

Schedule Instructors and Adjust Classes

Are fees needed?

No

Yes

Identify dynamic dates, class permissions, and combined

sectionsClass Section Dynamic Dates

Generate Dynamic Class DatesDynamic Class Dates Table

Class PermissionsGenerate Add PermissionsCombined Sections Table

Identify Combined Sections

Manage schedule of classes data

Maintain Schedule of Classes

Review the schedule of

classesClass Search

Update the schedule of classes with course catalog

changesCourse Roll


PeopleSoft Enterprise Schedule Instructors and Adjust Classes

Registrar

Instructor

Identify details for class meetings

Schedule Class Meetings

Identify instructors for each course

Instructor/Advisor TableInstructor/Advisor Report

Instructor/Advisor Role Table

Review course offerings and schedules

My Class Schedule

Create Class Schedule

Print copy of scheduled classes

Print Class Schedule


Identify any necessary changesAdjust Class Associations

Update Sections of a Class

Offer changes, if needed

Track instructor's workload and schedule

Instructor Term WorkloadCopy /Update Workload Process

Instructor Schedule


academic and/or administrative

change

Dispense schedule of

classes


PeopleSoft Enterprise Plan Academic Programs

Instructor

Registrar Schedule Courses and Resources

Determine Academic

Requirements and Course Offerings

Review Active Academic Programs

Research other Institution's Programs

Assess Budget Allocations and

Constraints

Teach Courses


PeopleSoft Enterprise Determine Academic Requirements and Course Offerings

Registrar

Instructor

Faculty Advisor

No

Yes

Review Active Academic Programs

Identify details for the requirement

Define Academic RequirementsDefine Requirement UsagesDefine Requirement GroupsCum. Grade Point Average

Research other Institution's Programs

Identify course substitutionCreate Course Substitution

Identify set of requirement groups that can share

courses Define Course Share Sets

Create requirement reportsDefine Report Identifier

Database TablesAcademic Requirement

Academic Requirement GroupReverse Engineering

Miscellaneous Reports

Review academic requirement information, if needed

Academic Requirement GroupsDefine Academic Requirements

Academic Course ListsAcademic Requirements

Authorize student exceptions Authorize Student Exceptions

Assess Budget Allocations and

Constraints

Identify course list description, and

detailsDefine Course Lists

Identify 'what-if' information

Set Up "What if" Data

Identify entity group type and items

Define an Entity Group

Teach Courses

Identify institution, career, program, plan, and sub plan

Academic Requirement Groups

Identify condition specifications

Define Dynamic ConditionDefine Condition Processes

Create student advisement report

Student Advisement Report

Action to take?

Identify new or drop-in advisees and review advisee information

View Advisees' Information

Can groups share

Courses?

Review prior course catalog,

requisite groups, and equivalency

groups for courses

Determine course requirements,

course offerings and enrollment

requirements for new instructional

period


PeopleSoft Enterprise Teach Courses

Faculty Advisor

Instructor

Registrar


Create Consolidated Enrollment Statistics

Instruct Courses

Track Attendance

Evaluate Work

Issue Mid-Term Grades and Deficiencies

Issue End of Term Grades

Manage End of Term Activities


Go to: Advise and Transition

Students


PeopleSoft Enterprise Instruct Courses

Student

Instructor

Registrar

Receive and review class schedule

My Class ScheduleMy Weekly Schedule

Evaluate Work

Review assignmentsView My Assignments

Create Consolidated Enrollment Statistics

Define assignments for a course

Define Course AssignmentsGradebook Category

Enroll in Classes

Track Attendance

Review class roster

Class Roster

Create assignments and due dates

GradebookGradebook – Class GradesGradebook – Class Activity

Attend classes Perform workProvide

completed work to instructor


PeopleSoft Enterprise Create Consolidated Enrollment Statistics

Instructor

Registrar

VeteransReport

OLAPExtract

File

NSLCReportCreate?

Create Veterans ReportVeterans Report

Instruct Courses

Create National Student Clearinghouse (NSC)

ReportNSC Report

Create consolidated statisticsProcess Consolidate Statistics

Define Statistics TypeDefine Statistics Period

Special Stats Calc Routine



Create extract file for OLAP database to do

manipulations for institutional research

Build SR Cube

Review consolidated academic statistics

Student Consolidated StatsMass Consolidated Statistics


PeopleSoft Enterprise Track Attendance

Student

Instructor

Registrar For Class Meeting

For Student ID

For ClassCreate attendance data for a

classAttendance Roster By Class

Monitor class attendance using desired criteria

Attendance Roster By ClassClass Attendance By TemplateAttendance Roster By Student

Evaluate Work

Create attendance data for a student

Attendance Roster By Student

Create attendance rosters for multiple classes in a term

Generate Attendance Roster

Create attendance data for a class meeting

Class Attendance By Template

Update class rosters, as needed

Class RosterPrint Class Roster

How to track attendance?

Instruct Courses

Attend classes


PeopleSoft Enterprise Issue Mid-Term Grades and Deficiencies

Student

Instructor

Registrar Yes Print grade roster Print Grade Roster

Evaluate Work

Receive mid-term grades

View My Grades

Create an individual letter informing each student about

deficient gradesLetter GenerationRun 3C Engine

Print roster? Notify students of gradesGradebook

Manage End of Term Activities

Identify mid-term grades, self-serviceGradebook

Create report that identifies students with deficient mid-

term gradesMid-Term Deficiency Report

Identify mid-term gradesGrade Roster

Create mid-term grade roster by subject, class

or organizationCreate Grade Rosters

Post grades to student's records

Grade Post

Receive mid-term grades and

deficiencies' report

No


PeopleSoft Enterprise Issue End of Term Grades

Student

Instructor

RegistrarYes Manage End of

Term ActivitiesPrint grade roster

Print Grade Roster

No

Receive final grades View My Grades

Identify final gradesGrade Roster

Notify students of grades

Gradebook

Create a final grade letter for students and

notification of grade lapse or incompletes

Grade PostGrade Lapse

Student IncompleteLetter GenerationRun 3C Engine

Update incomplete work

Grade LapseStudent Incomplete

Review results of the grade lapse

report to determine incompletes

Student Incomplete

Create end of term grade roster by subject, class or

organizationCreate Grade Rosters

Post final grades to student's records

Grade Post

Create Grade Lapse reportGrade Lapse

Identify final grades, self-service

Gradebook

Print roster?

Evaluate Work

Receive final grades' letter and

notification of grade lapse or

incompletes

Complete incomplete

work

Perform grade review process and create

grade reportsGrade Review

Student Grade Report


PeopleSoft Enterprise Manage End of Term Activities

Faculty Advisor

Registrar

EnrollmentSummary

Student Terms

Student Grades

Status


Review a student's academic status, term statistics, external

study programs, and demographic data

Student Consolidated Stats

Issue Mid-Term Grades

and Deficiencies

Update student's GPA or unit changes as a result of

repeating a class Repeat Checking

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

View which

statistics?

Request process to update honors, awards and academic standing

Acad Standing/Honors & Awards

Identify any service restrictions

Service Indicators

Identify academic honors and awards

Honors and Awards


Review statistics for all terms that a student has been active

Student Term Search

Issue End of Term Grades

Calculate academic standing

Term History

Review grades for a student within a term or consolidate

academic statistics for groups Student Grades


PeopleSoft Enterprise Institutional Advancement

Fundraising Manager

Development Officer

Prospect Manager

Cultivate Constituents

Manage Contributor Relations

Manage Fundraising Programs


PeopleSoft Enterprise Cultivate Constituents

Development Officer

Prospect Manager

Identify Constituents

Determine Constituent Relationship

Gather Constituent Information

Assess and Rate Prospects

Create Prospect Strategy



PeopleSoft Enterprise Identify Constituents

Prospect Manager

Peron

Organization

Group ofConstituents

Review profile information

Person Profile

Identify the organizationOrganization Table

Update Constituent Attributes

Review summary information

Location SummaryContact Summary

Department Summary

Identify location, department and contact

LocationsDepartments

Contacts

Add or update information about a person

Add/Update a PersonUpdate Constituent Attributes

Update linked addressesUpdate Linked Addresses

Search for existing records for constituentSearch/Match

Search for Organization

Identify members of workset and those to be joined

Manage WorksetsJoin Worksets


Need to add?

Review the organization's profileOrganization Profile

Identify person's biographic information

AddressesElectronic Addresses

Add Alumni constituent types to graduates, if

neededGraduates to AlumniConstituent Types


PeopleSoft Enterprise Determine Constituent Relationship

Prospect Manager

Between TwoOrganizations

From Organization

to Person

Two People

From Person toOrganization

PersonRelationship

Summary

Org Relationship Summary

Person's WorkExperience

Employee List

Identify type of constituent

Constituent Types


Identify relationship between two people

Relationships

Identify relationship between two organizationsOrg to Org Relationships

Identify relationship from a person to an organization

Person to Org Relationships

Identify person's work experience

Work ExperienceWork Experience History

Review person's relationships with other people and

organizationsRelationship Summary

Identify Constituents

Identify relationship from an organization to a person

Org to Person Relationships

Review org's relationships with other people and organizations

Relationship Summary

Review list of employeesEmployee List

Relationship type?


PeopleSoft Enterprise Gather Constituent Information

Development Officer

Prospect Manager

Yes

Person/Group of Persons

Organization/Group of Orgs

Yes

Yes

No

Identify organization's matching gift rules

Matching RulesView Matching Rules


Identify communication preferences, manage service indicators and review FERPACommunication Management

Manage Service IndicatorsFERPA Display

Person orOrg?

Identify personal attributesNamesPhoto

Religious PreferenceDecedent Data

External System ID

Identify organization's service indicators

Manage Service Indicators Org

Updateinfo for large

groups of records?

Review involvement

roster?

Describe type of involvement, category

and dates occurredInvolvement

Identify organization's participationInvolvement

External System IDOrganization Financial Info

Update or review information for a group of constituents

Person Profile - WorksetGiving Profile - Workset

Service Indicators - WorksetClass Year - WorksetInvolvement - Workset

Work Experience - WorksetAcademic InformationInvolvement Summary

Constituent Type SummaryOrganization Profile

Organization Financial InfoEmployee List

Volunteer HistoryInvolvement Summary

Update or review relationships for a group of constituents

Constituent Types - WorksetRelationship Summary - WorksetOrg Relationship summary -WS

Create list of involvement records Involvement Roster


Identify organization's communication

Organization CommunicationOrg Communication Summary

Identify academic informationClass Year

External Degrees

No

Create biographic profilesBio-Bit Report - Person

Bio-Bit Report - Organization Bio-Bit Report - Workset

Review constituent detailsPerson Profile

Involvement RosterOrganization Profile


PeopleSoft Enterprise Assess and Rate Prospects

Development Officer

Prospect Manager Person

Person

Org

Determine giving capacity of a prospect or group

Personal Asset SummaryPersonal Asset Summ - Workset

Rating Summary - WorksetRating Summary

Identify giving interests for prospect or group

Giving ProfileGiving Profile - Workset

Identify giving interests for organizations

Giving Profile - Org

Reviewwhat

summaries?

Create ratings used to qualify prospect

or groupRatings


Review biographic informationView Addresses

Work Experience HistoryAcademic Information Summary

Constituent Type SummaryPerson Profile

Review constituent's participation

Involvement SummaryMembership History

Volunteer HistoryPerson Event Summary

Audience History

Identify assets owned by a prospect or groupPersonal Assets

Personal Assets - Workset

Create ratings used to qualify organization

prospectsRatings - Org

Rating Summary - Org


Search for existing

constituentSearch/Match

Assess financial information

Organization Financial Info

Rate type of

prospects?

Review person's communication

Communication SummaryCommunication Detail

Communication Letter Data

Review prospect's philanthropic interests Philanthropic Interests

Philanthropic Interests - WS

Review organization's philanthropic interests

Philanthropic Interests - Org

Review person's informationGiving Profile

Membership Benefit HistoryManage Service Indicators

View NamesView Phones

View Electronic Addresses

Review information about organizations

Organization ProfileRelationship Summary

Employee ListGiving Profile - Org

Involvement SummaryMembership History

Audience HistoryMembership Benefit History

Manage Service Indicators OrgView Matching Rules

Organization Foundation InfoReview Organization Foundation

Foundation Summary

Search for existing organizationSearch for

Organization

Review organization constituent information

Organization Profile Relationship Summary Involvement Summary Membership History

Employee List Audience History

Communication Summary Comment Summary Checklist Summary

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 informationStrategy Summary

Clearance Summary Personal Assets

Ratings Summary Philanthropic Interests

Donor Appreciation Summary Planned Giving Profile

Action Summary Contact Report Summary

Prospect Assignments

Review organization prospect information

Strategy Summary Action Summary

Contact Report Summary Clearance Summary

Ratings Summary Philanthropic Interests

Donor Appreciation Summary Prospect Assignments

Person (via Self-Service)

Organization (via Self-Service)

Determine giving capacity of a prospect or group

Rating Summary - WorksetRating Summary - OrgOrganization


PeopleSoft Enterprise Create Prospect Strategy

Development Officer

Prospect Manager


Assignmentsby Role

Prospects Assigned/ Individuals

IndividualProspect

MultipleProspects

OrganizationProspect

Resources Assigned

Org

Individual

Reviewwhat info?

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

Review individual resource assignment

Resource Assignments

Create an overall cultivation strategy for an

organization Strategy - Organization

Assign multiple prospects to staff member, unit or volunteer

Mass Staff AssignmentsMass Unit Assignments

Mass Volunteer AssignmentsMass Assign Staff – WorksetMass Assign Unit – Workset

Mass Assign Volunteers - WS

Group or individual?

Create an overall cultivation strategy for a

prospect Strategy - Person

Specify criteria to list resources assigned to prospects for a

particular role and create reportRole Assignments

Create strategy

for?

Assign individual prospect or group

Assign Prospect Resources Assign Resources - Workset


Review summary of the prospect's strategies and actions linked to overall

strategyStrategy Summary-Person

Review summary of the prospect's strategies and

actions Strategy Summary--

Organization

Review resources assigned to prospect for cultivation Prospect Assignments

Prospect Assignments - WorksetProspect Assignments - Org

Group ofConstituents

Create an overall cultivation strategy

for a group of individuals

Strategy - Workset

Review summary of the prospects’ strategies and

actionsStrategy Summary-Workset

Review contributor relations staff by institution

View Staff RosterStaff Roster

Review actions requiring attention

My Reminders

Review all actionsMy Action Plan

Create or update prospect strategy

Add/Update a Strategy

Manage Contributor

Relations: Create Contact Reports


PeopleSoft Enterprise Manage Contributor Relations

Membership Manager

Fundraising Manager

Development Officer

Prospect Manager

Decideif need to?


Identify Cultivation and Solicitation

Action Items

Cultivate and/or Solicit

Record Completion of

Actions

Create Contact Reports

Record and Track Donor

Appreciation Items

Recognize Constituents


Manage Memberships

Manage Planned Giving

Commitments


PeopleSoft Enterprise Identify Cultivation and Solicitation Action Items

Prospect Manager

Development Officer

Constituent

For MultipleProspects

For IndividualProspects

or Orgs

ImplementProspect Plan

CommunicationEvent

Create new action for an individual prospect

Actions - PersonActions - Organization

Type of appeal?

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.

Action?


Approve prospect for cultivation related to an

initiative or strategyClearance

Clearance - Organization

Review actions that are resource’s responsibility

To Do List - StaffTo Do List - Unit

To Do List - Volunteer

Create an action for multiple prospects at

one time Mass Actions

Mass Actions - Workset

Receive invitation or

appeal

Cultivate and/or Solicit

Create or update prospect action

Add/Update an Action

Review clearancesView Clearance

View Clearance - Organization


Actions


PeopleSoft Enterprise Record Completion Actions

Development Officer

Review the planned date, completed date, and action description of each

action created for a prospectAction Summary - Person

Action Summary - OrgAction Summary - Workset

Need to record actions

for the next step?

Identify an action status as complete

and record the resultActions - Person

Actions - Org


Cultivate and/or Solicit No

Yes

Identify Cultivation and Solicitation

Action Items

Complete an action for a donor prospectComplete an Action


PeopleSoft Enterprise Create Contact Reports

Membership Manager

Development Officer

RecognizeConstituents

Record and Track Donor

Appreciation Items

Record contact report or report detailing the results

of a particular actionActions - Person

Actions-Org

Decide if need to?


Actions

Recognize Constituents

Review the contact report for a prospect

Contact Report Summ - WorksetContact Reports - Organization

Contact Reports - Person

Complete and send contact report for prospectComplete Contact Report

UpdateProspectStrategy

Cultivate Constituents:


Manage Memberships

Manage Planned Giving

Commitments


PeopleSoft Enterprise Record and Track Donor Appreciation Items

Fundraising Manager

Development Officer

Create Contact and Action Reports


Record information regarding appreciation items given to

donorsDonor Appreciation

Donor Appreciation - OrgDonor Appreciation - Workset

Review list of itemsDonor Appreciation Summary

Donor Appreciation Summ - OrgDonor Appreciation Summ - WS


PeopleSoft Enterprise Recognize Constituents

Fundraising Manager

Development Officer

Constituent

Individual

Group of Donors

Yes, Honorary orComplimentary

Membership

No

Person

OrganizationReview what summaries?

Review summary information about a person

Biographic Profile Person Profile

View AddressesWork Experience

Relationship SummaryInvolvement Summary

Giving ProfileConstituent Type Summary

Audience HistoryMembership History

Membership Benefit HistoryVolunteer History

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

Giving Club Membership - WksetGiving Club Membership - Org

Type of membership?

Review summary information about an organization

Biographic Profile - OrgOrganization Profile

Employee ListRelationship SummaryInvolvement Summary

Giving ProfileConstituent Type Summary

Audience HistoryMembership History - Org

Membership Benefit History - OrgVolunteer History

View Matching Rules

Request to add group of donors to giving club

Process Giving Clubs

Review summary of giving club and/or membershipGiving Club SummaryGiving Club Member

SummaryGiving Club Detail

Go To: "Add a Member to an Organization"


Does gift warrant special

recognition?

Identify type of recognition

appropriate and provide to constituent

Receive recognition

Yes, Giving ClubMembership

Review summary information about a group of constituentsBiographic Profile – Workset

Person Profile – WorksetGiving Profile – Workset

Constituent Type SummaryOrg Relationship Summary-WS

Involvement SummaryOrganization Profile

Employee ListVolunteer History

Workset



PeopleSoft Enterprise Manage Memberships

Fundraising Manager

Development Officer

Constituent

Membership Manager

No

Yes

Collect and Post Dues

Add Member

Post balanced sessions to the General Ledger

G/L InterfaceG/L Interface File Extract

Need toadjust dues?

Identify basic information about membership dues

Membership Entry

Review list of membership

organizations to which you belongMy Memberships

Make changes to designations or links between membership

and constituent Membership Adjustment

Apply payments to the correct

accountMembership

Entry

Identify adjustment transaction information

Membership Adjustment

Analyze member list and update

membership tablesMember

Organization

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

Build Membership Audience

Identify which constituents should be recognized for a

particular dues payment

Membership Entry

Review status of membership in giving

clubsGiving Club Progress

Review summary of the gifts and pledge payments and memberships

Membership Session SummarySupervisor Membership SummarySuspended Membership Summary

Create a new transaction session to

perform workMaintain

Membership Sessions

Identify balanced sessions Session Summary

Queue Member Sessions

Update membership tender

detailsEdit Tender Details

Decideif need to?




PeopleSoft Enterprise Manage Planned Giving Commitments

Fundraising Manager

Development Officer

Bequest

Trust

Gift Annuity

Pooled Income Fund

Review donor's participation as a donor of a planned gift View Planned Giving Profile

Identify benefits from the fund

Pooled Income Funds

Identify benefits from the annuity

Gift Annuities

Identify benefits that institution and

beneficiaries will receive Trusts

Identify info about a pooled income fund

Pooled Income Funds

Describe the distribution of the trust

Trusts


Identify additional gifts made to an established trust

Trusts

Describe distribution of planned gift to the

institutionBequests

Identify assets, codicils, and installment paymentsBequests

Describe the distribution of the gift annuity

Gift Annuities

Update planned giving profileUpdate Planned Giving Profile

Identify accounts associated with the

trustTrusts

Identify information about a donor's trust

Trusts

Identify information about a donor's gift

annuityGift Annuities

Identify general bequest information

Bequests

Describe the distribution of the pooled income fundPooled Income Funds

Type ofcommitment for

planned giving?



PeopleSoft Enterprise Manage Fundraising Programs

Gift/Pledge Manager

Fundraising Manager

Development Officer

Constituent


Define Fundraising Initiatives

Assign Volunteers

Define Initiative Goals

Create Budget and Track Expenses

and ActionsMake Appeal

Respond to Invitation or

Appeal

Record Pledges Record Gifts and Pledge Payments

Create Matching Gifts Adjust Payments Analyze Giving

History


PeopleSoft Enterprise Define Fundraising Initiatives

Fundraising Manager

Development Officer

Event

Campaign

Volunteer

Other

Membership

Event Sponsored

Receipt of Giftsand Pledges

Formation of Giving Club

Formation of Membership Group

Volunteers

Yes

No

No

Yes

Yes Assign Volunteers

Identify eventsEvents

Define the member organization's goals

Member Organization

Define rules used in reporting to CASEReporting Rules

Identify characteristicsMember Organization

Create and finalize the membership audience

Build Membership AudienceMerge Membership Audience

Create plan for communicating progress and

purpose of initiativeMembership Initiatives

Other InitiativesVolunteer InitiativesCampaign Initiatives

Event Initiatives

Determine number and size of gifts needed to succeed

Gift Table

Define general initiative information

Other Initiatives

Decide if initiative requires?

Define general volunteer initiative informationVolunteer Initiatives

Define dues, levels, designations, and

benefitsMember Organization

Define general events initiative information

Event Initiatives

No

Define giving clubs membership rules

Giving Club Management

Determine meetings to be held

MeetingsCampus Meeting Details

View Event Meetings

Create audience for initiative

Initiative Audience BuildInitiative Mass Change

Link new initiative to an active initiative

Membership InitiativesOther Initiatives

Volunteer InitiativesCampaign Initiatives

Event Initiatives

Are volunteers needed?

Type of initiative?

Identify the populations associated with an initiative

Event InitiativesCampaign Initiatives

Membership InitiativesVolunteer Initiatives

Other Initiatives

Define membership initiative information

Membership Initiatives

Associate new initiative to an existing

one?

Define campaign initiative information

Campaign Initiatives

Track event attendanceEvent Attendance

View Event Attendance

Track campaign progressCampaign Progress Report

Do duesApply?

Finalize audience list Initiative Mass Change

Identify attributes required to belong

Member Organization


Identify membership levels based on donor's

givingGiving Club Management


Review listing of prospects identified

for a campaign initiative

Campaign Prospects

Review listing of campaign initiatives

Campaigns

Review details and rules for a giving club

Giving Clubs


PeopleSoft Enterprise Define Initiative Goals

Fundraising Manager

Campaign Goals

Event Goals

Membership

Volunteer

Other InitiativesDefine intermediate, yearly, unit and department goals for other initiatives

Other Initiative Goals

Define intermediate, yearly, unit and department goals for volunteer

Volunteer Goals

Define intermediate, yearly, unit and department goals for campaign

Campaign Goals

Type of goals?

Assign Volunteers

Define intermediate, yearly, unit and department goals for

membershipMembership Goals

Define intermediate, yearly, unit and department goals for event

Event Goals

Create Budget and Track Expenses

and Actions



PeopleSoft Enterprise Assign Volunteers

Fundraising Manager

Group

Individual

Assign individuals or volunteer groups in various volunteer

capacitiesVolunteer Assignments

Member Volunteer Assignments


Assignmentis for?

Identify leadership group for initiative or member organization

Initiative Volunteer StructureMember Org Volunteer Structure

Provide position defined in structure to enable assignment of

volunteersInitiative Volunteer Sub-group

Member Org Volunteer Sub-Group


Assign actual volunteers to the positions outlined in the volunteer

structure Initiative Leadership

Member Organization Leadership

Identify volunteer group that reports to the leadership groupInitiative Volunteer Sub-group

Member Org Volunteer Sub-Group

Review volunteer listings and historyVolunteer ListingVolunteer History

Train, educate and motivate volunteers


PeopleSoft Enterprise Create Budget and Track Expenses and Actions

Fundraising Manager

Summary

CampaignProspect

List

CampaignCommitments

VolunteerInitiative

InitiativeResponsible

Person

InitiativeRelatedGoals

MembershipInitiativeProgress

MembershipHistory and

Benefits

Review a particular volunteer's past involvement

Volunteer History

Review info about staff responsible for initiatives related to another

initiativeCampaign Related Resources

Membership Related ResourcesView Event Related ResourcesVolunteer Related ResourcesRelated Initiative Resources

Track specific expenses and refunds for initiative

Campaign Budget DetailEvent Budget Detail

Membership Budget DetailVolunteer Budget Detail

Other Initiative Budget Detail

Review top ten commitments made to a campaign

Top Campaign Donors

Review constituents linked to a campaign as a prospect

Prospect List

Review goals related to another initiative

Campaign Related Goals SummaryView Event Related GoalsMembership Related Goals

Volunteer Related Goal SummaryOther Initiative Related Goals

Track membership initiative progress

Membership Initiative Progress

Create budget for initiativeCampaign Budget

Event BudgetMembership Budget

Volunteer BudgetOther Initiative Budget


Review what information?

Review membership history and benefits

Membership HistoryMembership History - Workset

Membership History - OrgView Member Benefits

View Member Benefits - OrgView Member Benefits - Workset

Make Appeal

Identify an action to be associated with initiative

Campaign ActionsOther Initiative Actions

Volunteer Initiative ActionsMembership Actions

Event ActionsTo Do List - Staff

To Do List - VolunteerTo Do List - Unit

Review summary information for initiative

Campaign SummaryEvent Action Summary

View Person Event SummaryInitiative Action Summary

Oth Initiative Action SummaryVolunteer Action Summary

Membership Action Summary


PeopleSoft Enterprise Record Pledges

Gift/Pledge Manager

Constituent

No

OpenPledges

PledgeSchedule

Employee

Supervisor

Yes

Yes

SelfService

No

Pledge

Request session to begin work

Maintain Pledge Sessions

Record Gifts and Pledge Payments

Review summary of donor's open pledges

Open Pledge RegisterOpen Pledge Register - Workset

Open Pledge Register - Org

Identify campaign, appeal, and applicable percentage pledge

Conditional PledgesConditional Pledges - Workset

Conditional Pledges-Org

Identify commitment amount, payment schedule, and general

informationConditional Pledges

Conditional Pledges - WorksetConditional Pledges-Org

Review summary of the pledges

Pledge Summary

Review summary of pledge schedule of payment

Pledge SchedulePledge Schedule - Org

Wish to view?

Designate and enter pledgeWays to Give

Identify donor to be recognized for conditional pledgeConditional Pledges

Conditional Pledges - WorksetConditional Pledges-Org

Identify pledge details

Pledge Entry

Review supervisory summary of pledges Supervisor Pledge

Summary

Review conditions and elect to require conditions or

disregard

Identify commitment amount and initial payment schedule

Pledge Entry

Create payment schedulePledge Schedule

Pledge Schedule - Org

Identify donor to be recognized for

donation or pledgePledge Entry

Decideif donor requested certain condition

be met?

Have conditions have been met?

Respond to Invitation or

Appeal


PeopleSoft Enterprise Record Gifts and Pledge Payments

Gift/Pledge Manager

Constituent

No

OutstandingMatching Gifts

Org's Matching

Gifts

Yes

SelfService

Lockbox

Other

No

Payment type?

Request session to begin workMaintain Gift

Sessions

Create Matching Gifts

Receive gifts through lockbox and load

transactionsMass Load Gift/Pledge

Review expected matching gift from a donor

Person Matching Gifts

Review suspended sessions and identify

balanced sessions ready for posting

Suspended SessionsQueue Sessions for Posting

Request posting of balanced sessions to the General Ledger

G/L InterfaceG/L Interface File ExtractConstituent AccumulatorsAccounting Line Summary

Designate and enter gift

Record Pledges

Acknowledge gifts3C Engine

Letter GenerationProcess Acknowledgements

Acknowledgement ListAcknowledgement Suspense

Identify donor types to be recognized for

a donation or pledge

Recognition Types

Are amounts in balance?

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

Receive gifts via self-service and process

Process Self Service Giving

Acknowledge?

Need to view info about?

Receive electronic gifts and processEP Transaction Processing

EP Denied TransactionsEP Transaction Log Inquiry

EP Member Transaction LogEP Transaction Processing

EP Denied Member Transactions

Identify gift details, review schedule

outstanding pledges, history, etc..

Gift EntryEdit Tender Details

Identify campaign, appeal, and applicable percentage of donation

or pledgeGift Entry

Request balancing for information in session Maintain Gift Sessions

Review summary of the gifts and pledge payments

Gift SummarySupervisor Gift Summary

Self Service Giving Summary

Receive payment reminder and

make payments

Yes

Generate giving club membership and

calculate membership levels

Process Giving Clubs


PeopleSoft Enterprise Create Matching Gifts

Gift/Pledge Manager

Review group of matching rulesView Matching Rules - Workset

Adjust PaymentsCreate matching gifts

Org Matching Gifts - WorksetMatching Gifts - Workset

Review matching rules details

Matching Rules DetailsUpdate?Record Gifts and

Pledge Payments

Add or update matching rules

Add/Update Matching RulesMatching Rules - WorksetYes

No

Review and track matching giftsMatching Gifts Summary

Matching Gifts Summary - OrgPerson Matching GiftExt Org Matching Gift


PeopleSoft Enterprise Adjust Payments

Gift/Pledge Manager

Gift

Pledge

Amount

Recognition

Designation

PaymentSchedule

Designation

Recognition

Adjust commitment amount and initial payment schedule

Pledge Adjustment

Adjust code, campaign, appeal, and

percentage of pledge Pledge Adjustment

Adjust donor to be recognized for donation or

pledge paymentGift Adjustment

Adjust donor to be recognized for

donation or pledgePledge Adjustment

Create Matching Gifts

Post all balanced sessions to the GL

G/L InterfaceG/L Interface File ExtractConstituent AccumulatorsAccounting Line Summary

Request balancing for gifts in session

Maintain Gift Sessions

Request balancing for pledges in session


What info to adjust?

Adjust code, campaign, appeal, and distribution of

gift or pledge paymentGift Adjustment

Request session to begin work

Maintain Gift Sessions

Adjust payment schedule, date, and

amountPledge Adjustment

Need to adjust?

What info to adjust?

Identify balanced sessions ready for posting to

Financials Designation Fund Details

Queue Sessions for Posting

Analyze Giving History

Request pledge session to begin work


Adjust commitment

amount and gift dates

Gift Adjustment

Amount


PeopleSoft Enterprise Analyze Giving History

Outreach Coordinator

Gift/Pledge Manager

WorksetGiving Summaries

Person GivingSummaries

OrganizationGiving Summaries

Create giving reportsCAE Report

Designation Donor ListPledge Schedule Aging

Review?

Review giving summaries by person

Giving ProfileCommitment SummaryCommitment RegisterTransaction Register

Open Pledge RegisterPledge Schedule

Person Matching GiftsGiving Club Progress

Adjust Payments

Review giving summaries by worksets

Giving Profiles - WorksetGiving Profile Compare

Commitment Summary - WorksetCommitment Register - WorksetTransaction Register - Workset

Open Pledge Register - WorksetGiving Club Progress

Review giving summaries by organization

Giving Profile - OrgCommitment Summary - OrgCommitment Register - OrgTransaction Register - Org

Open Pledge Register - OrgPledge Schedule - OrgExt Org Matching Gifts

Giving Club Progress - Org

Review giving information by person

Giving Profile Commitment Summary Commitment Register Transaction Register Giving Club Progress Open Pledge Register

Review giving information by organizationGiving Profile

Commitment Summary Commitment Register Transaction Register

Open Pledge Register Matching Gifts

Giving Club Progress

Person GivingSummaries (via Self-Service)

Organization GivingSummaries (via Self-Service)

Review listing of top donors to a campaign initiative

Top Donors

Review summary of members of a giving clubGiving Club Membership

Compare giving profiles of group of constituents in a workset

Profile Compare

Top Donors

Giving Clubs

Comparisons


CS Business Process Maps

Documents

campus services

campus services

export sevis

manage contributor

manage common

manage campus

manage financial

live mass