cs9lsad-b0310

PeopleSoft Enterprise Recruiting and Admissions 9.0 PeopleBook

March 2010

PeopleSoft Enterprise Recruiting and Admissions 9.0 PeopleBook SKU cs9lsad-b0310 Copyright 1988, 2010, Oracle and/or its affiliates. All rights reserved.

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License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

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Contents

Preface PeopleSoft Enterprise Recruiting and Admissions Preface .................................................................. xxix PeopleSoft Products .................................................................................................................................... xxix PeopleSoft Enterprise Campus Solutions Fundamentals ............................................................................ xxix PeopleBook Structure ................................................................................................................................. xxix PeopleBooks and the Online PeopleSoft Library ...................................................................................... xxxii

Chapter 1 Getting Started with Recruiting and Admissions ...................................................................................... 1 Recruiting and Admissions Overview ............................................................................................................. Recruiting and Admissions Business Processes .............................................................................................. Recruiting and Admission Integrations ........................................................................................................... Recruiting and Admissions Implementation .................................................................................................... 1 1 4 5

Chapter 2 Building Your Recruiting Structure ............................................................................................................ 7 Setting Up Your Recruiting Structure ............................................................................................................. 7 Pages Used to Set Up Your Recruiting Structure ..................................................................................... 8 Setting Up Region Codes ......................................................................................................................... 9 Setting Up Region Trees .......................................................................................................................... 9 Activating Region Trees ......................................................................................................................... 12 Setting Up Recruiting Categories ........................................................................................................... 12 Setting Up Recruiting Centers ................................................................................................................ 13 Setting Up Application Processing Centers ........................................................................................... 14 Defining Recruiters ....................................................................................................................................... 15 Prerequisites ............................................................................................................................................ 15 Pages Used to Identify Recruiters ........................................................................................................... 16 Designating Recruiters ........................................................................................................................... 17 Assigning Recruiters to Recruiting Categories ...................................................................................... 17 Linking Recruiters to Geographic Regions ............................................................................................ 18 Associating Recruiters with Recruiting and Application Centers .......................................................... 20 Linking Recruiters with Academic Programs and Academic Plans ....................................................... 20

Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

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Chapter 3 Setting Up Prospects ................................................................................................................................... 23 Setting Up Admission Installation Defaults ................................................................................................. Page Used to Set Up Admission Installation Defaults ............................................................................ Setting Up Admission Installation Defaults ............................................................................................ Setting Up Admit Types ............................................................................................................................... Page Used to Set Up Admit Types .......................................................................................................... Setting Up Admit Types .......................................................................................................................... Setting Up Referral Sources .......................................................................................................................... Page Used to Set Up Referral Sources .................................................................................................... Setting Up Referral Sources .................................................................................................................... Setting Up School Types .............................................................................................................................. Page Used to Set Up School Types ......................................................................................................... Setting Up School Types ......................................................................................................................... Setting Up Extracurricular Activities ............................................................................................................ Page Used to Set Up Extracurricular Activities ...................................................................................... Setting Up Extracurricular Activities ...................................................................................................... Setting Up Honors and Awards .................................................................................................................... Page Used to Set Up Honors and Awards ............................................................................................... Setting Up Honors and Awards ............................................................................................................... Setting Up Student Groups ........................................................................................................................... Page Used to Set Up Student Groups ...................................................................................................... Setting Up External Summary Types ........................................................................................................... Page Used to Set Up External Summary Types ...................................................................................... Setting Up External GPA Tables .................................................................................................................. Pages Used to Set Up External GPA Tables ........................................................................................... Defining External GPA Type Codes ...................................................................................................... Setting Up GPA Conversion Rules for GPA Types ............................................................................... Reviewing Material Types and Defining Material Groups ........................................................................... Pages Used to Review Material Types and Define Material Group ....................................................... Viewing Material Types ......................................................................................................................... Using the Material Type Field Usage Page ............................................................................................ Setting Up Material Groups ................................................................................................................... 23 24 24 28 28 29 29 29 29 30 30 30 31 32 32 33 33 33 35 35 35 36 36 36 37 37 38 39 39 40 41

Chapter 4 Setting Up Self-Service Request Information and Using Self-Service Student Recruiting .................. 43 Understanding Self-Service Request Information ........................................................................................ 43 Prerequisites ............................................................................................................................................ 43 Requesting Self-Service Information ..................................................................................................... 44

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Setting Up Self-Service Request Information ............................................................................................... Pages Used to Set Up Self-Service Request Information ....................................................................... Enabling Segments and Prospect Career Fields ..................................................................................... Setting Up Institution and Career Parameters ........................................................................................ Using Self-Service Student Recruiting for Recruiting and Admissions ....................................................... Prerequisites ............................................................................................................................................ Pages Used to Manage Student Recruiting for Recruiting and Admissions ...........................................

45 45 45 47 49 49 49

Chapter 5 Setting Up External Test Score Loads ...................................................................................................... 51 Enabling the Posting to CRM Option ............................................................................................................ Defining External Test Components ............................................................................................................. Page Used to Define External Test Components .................................................................................... Defining External Tests ................................................................................................................................ Page Used to Define External Tests ........................................................................................................ Defining External Tests ........................................................................................................................... Defining and Reviewing External Data Setup Tables .................................................................................. Pages Used to Review External Data Setup Tables ................................................................................ Mapping AMCAS Ethnic Groups ........................................................................................................... Mapping AMCAS Country Codes .......................................................................................................... Mapping SAT Country Codes ................................................................................................................. Mapping Ethnicity Codes ....................................................................................................................... Mapping GRE Country Codes ................................................................................................................ Mapping External Tests IDs ......................................................................................................................... Understanding External Test ID Mapping .............................................................................................. Page Used to Map External Tests IDs to PeopleSoft Test Codes ........................................................... Mapping External Tests IDs to PeopleSoft Test Codes .......................................................................... Mapping External Test Codes to Internal Codes .......................................................................................... Understanding External Test Data Mapping ........................................................................................... Pages Used to Map External Test Codes to Internal Codes .................................................................... Mapping Academic Interest Codes ........................................................................................................ Mapping Extracurricular Activity Codes ............................................................................................... Mapping Religious Preference Codes .................................................................................................... Mapping Admit Terms ............................................................................................................................ Mapping Programs, Plans and Subplans ................................................................................................. 51 52 53 53 53 53 55 55 60 61 63 65 66 67 67 68 68 70 70 72 73 74 76 76 77

Chapter 6 (CAN) Setting Up to Receive OUAC Transactions .................................................................................. 79 Setting Up EDI Manager for OUAC Transactions ....................................................................................... 79 Setting Up OUAC Law Categories ............................................................................................................... 85


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Page Used to Set Up OUAC Law Categories ......................................................................................... Setting Up Teaching Subjects and CEGEP Programs .................................................................................. Pages Used to Set Up Teaching Subjects ................................................................................................ Setting Up OUAC Organizations .................................................................................................................. Pages Used to Set Up OUAC Organizations .......................................................................................... Adding OUAC Organizations ................................................................................................................ Specifying a Primary Contact and Department for an OUAC Organization ......................................... Entering OUAC Organization Data ....................................................................................................... Entering School Data .............................................................................................................................. Assigning GPA Types to OUAC Organizations .................................................................................... Defining School Course Classifications for OUAC ............................................................................... Defining the SECSCH Comment Category ...........................................................................................

85 85 86 86 86 87 88 88 89 90 90 90

Chapter 7 Setting Up for Evaluating Applicants ....................................................................................................... 91 Prerequisites ................................................................................................................................................... 91 Setting up Applicant Evaluation .................................................................................................................... 91 Pages Used to Set up Applicant Evaluation ............................................................................................ 92 Defining Rating Schemes ....................................................................................................................... 93 Using the Material Extract Detail Page .................................................................................................. 94 Assigning Components to Rating Schemes ........................................................................................... 95 Defining Evaluation Codes .................................................................................................................... 97 Defining Evaluation Committees for Admission Applications .............................................................. 98 Defining Evaluation Status Codes .......................................................................................................... 99 Setting Up Student Response ...................................................................................................................... 100 Page Used to Set Up Student Response ................................................................................................ 100 Enabling Student Response for a School Type ..................................................................................... 100

Chapter 8 Setting Up Admissions Program Actions and Program Action Reasons ............................................. 101 Setting Up Admissions Program Actions and Program Action Reasons .................................................... Pages Used to Set Up Admissions Program Actions and Program Action Reasons ............................ Reviewing Admissions Program Action Values .................................................................................. Defining Admissions Program Action Reason Values ........................................................................ 101 101 102 103

Chapter 9 Recruiting Prospective Students .............................................................................................................. 105 Understanding Adding Prospects ................................................................................................................. 105

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Prerequisites ................................................................................................................................................. Adding Prospects Through the Create/Update Prospects Component ........................................................ Pages Used to Add Prospects ................................................................................................................ Entering and Updating Prospect Biographical Details ......................................................................... Entering and Updating Prospect Regional Data ................................................................................... Entering and Updating Prospect Academic Career Data ..................................................................... Entering and Updating Prospect Academic Program Data .................................................................. Entering and Updating Prospect School and Recruiting Data ............................................................. Tracking Prospects Event Attendance .................................................................................................. Recording Event Meeting Information ................................................................................................ Adding Communications, Checklists and Comments for Prospects .................................................... Creating Prospects When Posting External Test Scores .............................................................................. Prerequisites .......................................................................................................................................... Creating Prospects from Test Scores with Query ........................................................................................ Understanding Creating Prospects from Test Scores with Query ......................................................... Prerequisites .......................................................................................................................................... Pages Used to Add Prospects From Test Scores Using Query ............................................................. Creating Prospects by Querying External Test Loads ......................................................................... Selecting a Query ................................................................................................................................. Adding Prospects Through a System-wide Query ...................................................................................... Understanding Queries and Prospect Creation ...................................................................................... Pages Used to Add Prospects Through a System-wide Query .............................................................. Adding Prospects Through a System-wide Query ................................................................................ Selecting a Query .................................................................................................................................. Viewing Prospect Information .................................................................................................................... Pages Used to View Prospect Information ............................................................................................ Assigning Regions, Recruiting Categories, and Recruiters on a Mass Basis ............................................. Understanding the Assignment of Regions, Recruiting Categories, and Recruiters on a Mass Basis .. Pages Used to Assign Regions, Recruiting Categories, and Recruiters on a Mass Basis ..................... Using General Criteria to Select the Prospect Group ........................................................................... Using Academic Criteria to Select the Prospect Group ....................................................................... Using Program and Plan Criteria to Select the Prospect Group ........................................................... Using Academic Interests Criteria to Select the Prospect Group ......................................................... Assigning Regions, Recruiters, and Recruiting Categories to the Prospect Group .............................

105 106 107 107 107 108 110 111 115 115 116 116 117 117 117 118 119 119 121 122 122 123 123 125 125 125 125 126 126 127 130 131 133 134

Chapter 10 Tracking Supporting Prospect and Applicant Information ................................................................. 137 Prerequisites ................................................................................................................................................. Tracking Supporting Information for Prospects and Applicants ................................................................ Pages Used to Track Supporting Information for Prospects and Applicants ........................................ Tracking Academic Interests for Prospects and Applicants ................................................................. Tracking Electronic Addresses for Applicants ..................................................................................... 137 137 138 139 140


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Tracking Extracurricular Activities for Prospects and Applicants ....................................................... Tracking Honors and Awards for Prospects and Applicants ............................................................... Tracking Languages for Prospects and Applicants .............................................................................. Tracking Names for Prospects and Applicants .................................................................................... Tracking Publications for Prospects and Applicants ............................................................................ Tracking Relations with Your Institution for Prospects and Applicants ............................................. Tracking Relationships for Prospects and Applicants .......................................................................... Tracking Residency Data for Prospects and Applicants ...................................................................... Tracking Student Group Involvement for Prospects and Applicants ................................................... Tracking Work Experience for Prospects and Applicants ................................................................... Tracking Test Results for Prospects and Applicants ............................................................................ Viewing Academic Test Summary Information for Prospects and Applicants ................................... Viewing Event and Meeting Summary Information ................................................................................... Viewing Schools by Groups ....................................................................................................................... Viewing an Account Summary ...................................................................................................................

141 141 141 141 141 142 142 142 143 143 143 145 145 146 146

Chapter 11 Tracking External Education .................................................................................................................. 147 Understanding External Education .............................................................................................................. Entering and Updating External Education Data ........................................................................................ Common Elements Used in This Section .............................................................................................. Pages Used to Enter and Update External Data .................................................................................... Entering External Education Data ........................................................................................................ Entering Transcript Comments ............................................................................................................. Entering External Courses and Degrees ............................................................................................... Entering Transfer Credit Detail ............................................................................................................. Entering External Course Comments .................................................................................................... (CAN) Entering Regional Data ............................................................................................................ Copying Self-Reported Courses ............................................................................................................ Viewing Summary Education Data for Prospects and Applicants ............................................................. Common Elements Used in This Section .............................................................................................. Pages Used to View Summary Education Data for Prospects and Applicants ..................................... Viewing External Academic Summary Information ............................................................................ Viewing External Subject Summary Information ................................................................................ Viewing External Degree Summary Information ................................................................................ Viewing External Course Summary Information ................................................................................. 147 147 148 148 150 156 156 161 161 162 163 165 165 166 167 168 169 169

Chapter 12 Tracking General and Application Materials for Prospects and Applicants ...................................... 171 Entering General Materials for Prospects and Applicants ........................................................................... 171

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Pages Used to Enter General Materials for Prospects and Applicants .................................................. Entering General Materials .................................................................................................................. Adding Details About the Recommender ............................................................................................ Viewing General Materials Summary Information for Prospects and Applicants ............................... Manually Associating Supporting Materials to an Application ........................................................... Linking General Materials to Applications .......................................................................................... Linking Materials to an Application ........................................................................................................... Pages Used to Link Materials to an Applications ................................................................................. Viewing Summary Application Materials Information .............................................................................. Pages Used to View Summary Application Materials Information ...................................................... Viewing Materials Summary Information ........................................................................................... Viewing Academic Summary Information .......................................................................................... Viewing Academic Subjects Summary Information ............................................................................ Viewing Course Summary Information ...............................................................................................

172 173 174 175 176 177 178 178 180 180 182 182 183 184

Chapter 13 Viewing Groups of Prospects or Applicants ........................................................................................... 187 Viewing Prospects and Applicants by Organization ................................................................................... Pages Used to View Prospects and Applicants by Organization .......................................................... Viewing Prospects by Organization ..................................................................................................... Viewing Applicants by Organization ................................................................................................... Viewing Prospects and Applicants Assigned to a Specific Recruiter ......................................................... Pages Used to View Prospects Assigned to a Specific Recruiter by Category ..................................... Viewing Prospects Assigned to a Specific Recruiter by Category ...................................................... Viewing Applicants Assigned to a Specific Recruiter by Category .................................................... Viewing Prospects Assigned to a Specific Recruiter by Region ......................................................... Viewing Applicants Assigned to a Specific Recruiter by Region ....................................................... 187 187 188 190 191 191 192 194 195 196

Chapter 14 Adding and Updating Applications ......................................................................................................... 199 Adding New Applications Manually .......................................................................................................... Prerequisites .......................................................................................................................................... Pages Used to Add New Applications Manually .................................................................................. Entering or Updating Applicant Biographical Data ............................................................................. Entering or Updating Applicant Regional Data ................................................................................... Entering Application Program Data ..................................................................................................... Updating or Adding Application Regional Data .................................................................................. Using the Calculate Deposit Fees Page ................................................................................................ Entering Application Data .................................................................................................................... Using the Application Fees Page ......................................................................................................... 199 200 201 203 204 204 207 210 211 214


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Using the Application Items Page ........................................................................................................ Entering Recruiting Information for an Application ............................................................................ Adding Communications, Checklists and Comments for Applicants .................................................. Adding New Prospects and Applications with Quick Admit ..................................................................... Understanding Quick Enroll and Quick Admit .................................................................................... Pages Used to Add New Prospects/Applications with Quick Admit .................................................... Entering Biographical Details .............................................................................................................. Entering Regional Data ........................................................................................................................ Entering or Viewing Academic Program Data ..................................................................................... Selecting Your Criteria for Quick Admit Batch Apps ......................................................................... Assigning Criteria for Quick Admit ..................................................................................................... Creating Applications from External Test Score Data ................................................................................ Pages Used to Create Applications from External Test Score Data ...................................................... Selecting the Test Score Data Load ..................................................................................................... Setting Up the Application Program Parameters ................................................................................. Setting Up the Application Data Parameters ........................................................................................ Setting Up the Application Recruiting Parameters .............................................................................. Updating Applications ................................................................................................................................ Prerequisites .......................................................................................................................................... Pages Used to Update Applications ...................................................................................................... Updating or Adding Application Program Data .................................................................................. Capturing Student Response Why the Student Selected Another Institution ................................... Adding a Program to an Existing Application ..................................................................................... Viewing Application Summary Information .............................................................................................. Pages Used to View Application Summary Information ...................................................................... Calculating Application Fees in Batch ....................................................................................................... Pages Used to Calculate Application Fees in Batch ............................................................................. Calculating Application Fees in Batch ................................................................................................. Recording the Basis of Admission .............................................................................................................. Pages Used to Record the Basis of Admission ..................................................................................... Defining the Basis of Admission Code ................................................................................................ Assigning a Basis of Admission to Applicants .................................................................................... Recording Comments and Conditions for Admission ................................................................................ Pages Used to Record Comments and Conditions for Admission ........................................................ Defining Admission Comment Codes .................................................................................................. Assigning Admission Comments to Applicants ................................................................................... Viewing Summary Checklist, Comment, and Communication Data .........................................................

215 216 219 220 220 223 223 224 224 226 227 231 232 232 233 234 236 238 238 239 240 240 241 243 243 243 243 244 244 245 245 246 248 249 250 250 252

Chapter 15 Performing EDI TS130 Transcript Transactions .................................................................................. 253 Prerequisites ................................................................................................................................................. 253 Understanding EDI TS130 Transcript Transactions ................................................................................... 255

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Understanding the EDI Applications and Transcripts Business Process .................................................... Setting Up Ethnicity in the System .............................................................................................................. Processing the Schedule Inbound EC Agent ............................................................................................... Loading EDI Data for Transcript Transactions ........................................................................................... Page Used to Load EDI Data for Transcript Transactions .................................................................... Loading TS130 Transcripts into Staging Tables ................................................................................... Reviewing and Editing the EDI TS130 Staging Pages ............................................................................... Pages Used to Review and Edit the EDI TS130 Data ........................................................................... Reviewing EDI TS130 Staging Process Options ................................................................................. Reviewing EDI TS130 Organization Staging Process Options ........................................................... Reviewing EDI TS130 Name Data ...................................................................................................... Reviewing EDI TS130 Address Data ................................................................................................... Reviewing EDI TS130 Staging Bio/Demo Data .................................................................................. Reviewing EDI TS130 Staging Bio/Demo (2) Data ............................................................................ Reviewing EDI TS130 Requirements, Attributes, and Proficiencies .................................................. Reviewing EDI TS130 Previous College Data .................................................................................... Reviewing EDI TS130 Staging Organization Demographic Data ....................................................... Reviewing EDI TS130 Staging Academic Status Data ....................................................................... Reviewing EDI TS130 Staging Activity Data ..................................................................................... Reviewing EDI TS130 Staging Test Score Data ................................................................................. Reviewing EDI TS130 Staging Session Data ...................................................................................... Reviewing EDI TS130 Staging Academic Summary Data .................................................................. Reviewing EDI TS130 Staging Course Data ....................................................................................... Reviewing EDI TS130 Staging Degree Data ....................................................................................... Reviewing EDI TS130 Staging Additional Information ...................................................................... Reviewing EDI TS130 Messages in the Staging Table ....................................................................... Using the Organization Search Process ...................................................................................................... Page Used to Run the Organization Search Process ............................................................................. Setting Up TS130 Search/Match/Post Parameters, and Processing and Posting the EDI Staging Files .... Pages Used to Set Up TS130 Search/Match/Post Parameters, Process, and Post the EDI Staging Files 289 Setting Up Search/Match Parameters ................................................................................................... Posting the EDI TS130 External Data .................................................................................................. Establishing Address Types ................................................................................................................. Purging the EDI TS130 Staging Table and Messages ................................................................................ Page Used to Purge the EDI TS130 Staging Table and Messages ........................................................ Purging Staging Tables ......................................................................................................................... Purging All EDI Messages .......................................................................................................................... Page Used to Purge All EDI Messages .................................................................................................

256 257 258 259 259 259 261 262 265 268 270 271 272 273 274 275 275 277 277 278 279 280 281 284 284 286 287 288 288 . 290 291 293 293 293 294 295 296

Chapter 16 Performing EDI TS189 Application Transactions ................................................................................. 297


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Understanding EDI TS189 Application Transactions ................................................................................. 297 Setting Up Ethnicity for EDI TS189 Application Transactions .................................................................. 299 Understanding Ethnicity Setup for EDI TS189 Transactions ............................................................... 299 Page Used to Set Up Ethnicity for EDI TS189 Application Transactions ............................................ 299 Setting Up Ethnicity Mapping ............................................................................................................... 300 Loading the EDI Data for Application Transactions .................................................................................. 300 Page Used to Load the EDI Data for Application Transactions ............................................................ 301 Loading Applications ............................................................................................................................ 301 Reviewing and Editing the TS189 Staging Pages ....................................................................................... 302 Pages Used to Review and Edit TS189 Staging Pages ......................................................................... 303 Reviewing EDI TS189 Staging Bio/Demo Data ................................................................................... 306 Reviewing TS189 Staging Address Data ............................................................................................. 307 Reviewing TS189 Staging Communication Data ................................................................................ 308 Reviewing TS189 Staging Languages ................................................................................................. 309 Reviewing TS189 Staging Recommender Data ................................................................................... 309 Reviewing TS189 Staging Residence Data .......................................................................................... 312 Reviewing TS189 Staging Reference Numbers Data .......................................................................... 313 Reviewing TS189 Staging Application Degree Data ........................................................................... 313 Reviewing TS189 Staging Application Entry/Questions ..................................................................... 314 Reviewing TS189 Staging Cumulative GPA Data .............................................................................. 316 Reviewing TS189 Staging Employment Data ..................................................................................... 316 Reviewing TS189 Staging Immunizations Data .................................................................................. 317 Reviewing TS189 Staging Religion Data ............................................................................................ 321 Reviewing TS189 Staging Activities Data ........................................................................................... 321 Searching for Matching Organization Data ................................................................................................ 322 Page Used to Search for Matching Organization Data .......................................................................... 322 Using the EDI TS189 Organization Search Page .................................................................................. 322 Setting Up TS189 Search/Match/Post Parameters, and Processing and Posting the EDI Staging Files .... 323 Pages Used to Set Up TS189 Search/Match/Post Parameters, and to Process and Post EDI Staging Files ............................................................................................................................................................ 323 Setting Up the EDI TS189 Search/Match Parameters ......................................................................... 323 Setting Up Post Parameters for EDI TS189 External Data .................................................................. 324 Setting Up Additional Post Parameters for EDI TS189 External Data ................................................ 325 Purging the TS189 Staging Table and Messages ........................................................................................ 326 Page Used to Purge the EDI TS189 Staging Table and Messages ........................................................ 327 Purging the EDI TS189 Staging Table and Messages .......................................................................... 327

Chapter 17 Processing External Test Scores .............................................................................................................. 329 Understanding External Test Score Data Processing ................................................................................... 329 Loading External Test Score Files .............................................................................................................. 331 Prerequisites .......................................................................................................................................... 331

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Page Used to Load External Test Score Files ....................................................................................... Setting Up Load Parameters and Loading the File .............................................................................. Correcting and Editing Data in the Suspense Record ................................................................................. Understanding the Correcting and Editing of Suspense Data ............................................................... Pages Used to Correct and Edit Data in the Suspense Record .............................................................. Reviewing Test Score Suspense Data .................................................................................................. Reviewing Personal Information .......................................................................................................... Reviewing Test Score Data .................................................................................................................. Performing the Search/Match Process and Posting External Data ............................................................. Understanding Performing Search/Match and Posting Test Scores ...................................................... Pages Used to Perform the Search/Match Process and Posting External Data ..................................... Processing Search/Match/Post Test Scores ........................................................................................... Setting Up Search Parameters for Test Score Data .............................................................................. Researching Duplicate Records .................................................................................................................. Rerunning the Search/Match/Post Process ................................................................................................. Purging Suspense Files and Test Score Messages ...................................................................................... Pages Used to Purge Suspense Files and Test Score Messages ............................................................ Purging Suspense Records and Test Score Messages .......................................................................... Reviewing Test Score Candidate Data ........................................................................................................ Understanding Test Score Candidate Data ........................................................................................... Pages Used to Review Test Score Candidate Data ............................................................................... Reviewing Candidate Data Personal Information ................................................................................ Reviewing Academic Information ....................................................................................................... Reviewing Student Profile High School and College Activity Information ........................................ Reviewing Interest Information ........................................................................................................... Viewing Test Score Messages Summary Information ................................................................................ Page Used to View Test Score Messages Summary Information ......................................................... Viewing Test Score Messages Summary Information ..........................................................................

332 332 336 336 337 343 347 350 352 352 353 353 362 362 363 363 364 364 366 367 367 372 374 376 377 379 380 380

Chapter 18 (NZL) Processing NCEA Test Scores ...................................................................................................... 383 Understanding NCEA Test Score Processing .............................................................................................. Setting Up NCEA Test Data ........................................................................................................................ Pages Used to Prepare for NCEA Test Score Processing ..................................................................... Defining NCEA Test Components ........................................................................................................ Defining NCEA Test IDs ...................................................................................................................... Mapping NCEA Subject Codes to each NCEA Test ID Component. .................................................. Processing NCEA Test Scores ..................................................................................................................... Understanding How to Process NCEA Test Scores .............................................................................. Pages Used to Process NCEA Test Load Data ..................................................................................... Loading NCEA Test Scores .................................................................................................................. Reviewing NCEA Suspense File Process Options ................................................................................ 383 383 384 384 385 385 386 386 387 389 389


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Reviewing Basic Bio/Demo Data ......................................................................................................... Reviewing Other Bio/Demo Data ......................................................................................................... Reviewing Subjects ............................................................................................................................... Reviewing Standard Results .................................................................................................................. Reviewing Suspense Load Messages .................................................................................................... Posting NCEA Suspense Data ............................................................................................................... Setting Up Search Parameters for NCEA Data ..................................................................................... Reviewing Posted NCEA Data ............................................................................................................. Reviewing Posted NCEA Data Details ................................................................................................. Purging the NCEA Suspense Files ........................................................................................................ Accessing NCEA Test Data in Display-Only Mode .................................................................................... Pages Used to View NCEA Summary Information ..............................................................................

393 393 394 395 395 396 398 399 399 400 401 402

Chapter 19 (AUS) Managing Tertiary Admissions Centre Data Loads .................................................................. 403 Understanding TAC Data Load Processing ................................................................................................. Preparing for TAC Processing ..................................................................................................................... Pages Used to Prepare for TAC Processing .......................................................................................... Setting Up TAC Test IDs ...................................................................................................................... Assigning TAC Test ID Security .......................................................................................................... Setting Up TAC Test ID Mapping Rules .............................................................................................. Setting Up TAC Program Codes ........................................................................................................... Mapping TAC Program Codes to Academic Programs ........................................................................ Associating FACT Codes with DEST Reference Numbers .................................................................. Mapping TAC Country Codes .............................................................................................................. Mapping TAC State Codes ................................................................................................................... Adding Organization Values ................................................................................................................. Defining TAC Subjects ......................................................................................................................... Mapping External Organization Values ................................................................................................ Mapping TAC Qualification Levels ...................................................................................................... Mapping TAC Prefixes ......................................................................................................................... Defining a Program Action Reason ...................................................................................................... Mapping Basis of Admissions Values .................................................................................................. Mapping TAC Admit Type Values ....................................................................................................... Mapping TAC Citizenship Codes ......................................................................................................... Mapping Ethnicity ................................................................................................................................ Language Mapping ................................................................................................................................ Mapping Offer Period ........................................................................................................................... Mapping Honors Category ................................................................................................................... Processing TAC Loads ................................................................................................................................ Understanding TAC Data Load Processing .......................................................................................... Page Used to Load TAC Data ............................................................................................................... 403 403 405 408 408 409 410 410 412 413 414 414 416 417 419 419 420 420 421 421 422 423 423 424 425 425 427

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Setting Up Load Parameters and Loading the File ............................................................................... Reviewing and Editing Data in the Suspense Record .................................................................................. Understanding, Correcting, and Editing Suspense Data ....................................................................... Pages Used to Review and Edit Suspense Data .................................................................................... Reviewing Process Options ................................................................................................................... Reviewing Personal Information ........................................................................................................... Reviewing Address Information ........................................................................................................... Reviewing Residency Information ........................................................................................................ Reviewing Qualification Information ................................................................................................... Reviewing Subjects Information ........................................................................................................... Reviewing Preferences .......................................................................................................................... Reviewing VTAC Data ......................................................................................................................... Reviewing Common Assessment Tasks ............................................................................................... Reviewing VIC Results ......................................................................................................................... Reviewing VCAL Data ......................................................................................................................... Reviewing VCAL Units ........................................................................................................................ Reviewing Assessment Data ................................................................................................................. Reviewing Offers .................................................................................................................................. Reviewing FACT Data .......................................................................................................................... Reviewing PCRS Data .......................................................................................................................... Performing Search/Match and Posting TAC Data ....................................................................................... Understanding Performing Search/Match and Posting TAC Data ........................................................ Pages Used to Perform Search/Match and Post TAC Data Loads ........................................................ Entering TAC Run Parameters .............................................................................................................. Entering TAC Search/Match Parameters .............................................................................................. Purging TAC Suspense Files and Messages ................................................................................................ Understanding the Purge Process .......................................................................................................... Page Used to Purge TAC Suspense Data .............................................................................................. Purging Suspense Data .......................................................................................................................... Reviewing TAC Candidate Data .................................................................................................................. Understanding TAC Candidate Data ..................................................................................................... Pages Used to View TAC Student Profile Data ....................................................................................

427 432 432 432 435 437 439 440 442 442 443 444 445 446 446 446 446 449 449 450 451 451 452 452 455 456 456 456 456 457 458 458

Chapter 20 (CAN) Receiving External Applications from OUAC ........................................................................... 461 Understanding External Applications from OUAC .................................................................................... Pre-Loading OUAC Data ............................................................................................................................ Page Used to Pre-Load OUAC Data ..................................................................................................... Pre-Loading OUAC Data ...................................................................................................................... Loading the OUAC Data Through the EDI Manager ................................................................................. Loading Additional Data Through an SQR Process ................................................................................... Page Used to Load Additional Data Through an SQR Process ............................................................ 461 462 462 462 463 463 463


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Contents

Reviewing and Editing the OUAC Transaction A/U Staging Tables ......................................................... Pages Used to Review and Edit the OUAC Transaction A/U Staging Tables ...................................... Reviewing OUAC Transactions A1/U1 ............................................................................................... Reviewing OUAC Transactions A2/U2 ............................................................................................... Reviewing OUAC Transactions A3/U3 ............................................................................................... Reviewing OUAC Transactions A4/U4 ............................................................................................... Reviewing OUAC Transactions A5/U5 ............................................................................................... Reviewing OUAC Transactions A6/U6 ............................................................................................... Reviewing OUAC Transactions A7/U7 ............................................................................................... Reviewing OUAC Transactions A8/U8 ............................................................................................... Reviewing OUAC Transactions A9/U9 ............................................................................................... Reviewing OUAC Transactions AR .................................................................................................... Reviewing and Editing the OUAC Transaction B5 Staging Tables ............................................................ Page Used to Review and Edit the OUAC Transaction B5 Staging Tables ......................................... Using the OUAC B5 Page ..................................................................................................................... Reviewing and Editing the OUAC Transaction B/V-E Staging Tables ..................................................... Pages Used to Review and Edit the OUAC Transaction B/V-E Staging Tables .................................. Reviewing OUAC Transactions B1/V1 ............................................................................................... Reviewing OUAC Transactions B2 ..................................................................................................... Reviewing OUAC Transactions B7/V7 ............................................................................................... Reviewing OUAC Transactions B8/V8 ............................................................................................... Reviewing OUAC Transactions B9/V9 ............................................................................................... Reviewing OUAC Transactions C1 ..................................................................................................... Reviewing OUAC Transactions C2 ..................................................................................................... Reviewing OUAC Transactions D1 ..................................................................................................... Reviewing OUAC Transactions E1 ..................................................................................................... Reviewing and Editing the OUAC Transaction F Staging Tables .............................................................. Pages Used to Review and Edit the OUAC Transaction F Staging Tables .......................................... Reviewing OUAC Transactions F1 ...................................................................................................... Reviewing OUAC Transactions F2 ...................................................................................................... Reviewing OUAC Transactions F3 ...................................................................................................... Reviewing and Editing the OUAC Transaction G/H Staging Tables ......................................................... Pages Used to Review and Edit the OUAC Transaction G/H Staging Tables ...................................... Reviewing OUAC Transactions G1/H1 ............................................................................................... Reviewing OUAC Transactions G2/H2 ............................................................................................... Reviewing OUAC Transactions G3/H3 ............................................................................................... Reviewing OUAC Transactions G4/H4 ............................................................................................... Reviewing OUAC Transactions G5/H5 ............................................................................................... Reviewing OUAC Transactions G6/H6 ............................................................................................... Reviewing OUAC Transactions G7/H7 ............................................................................................... Reviewing OUAC Transactions G8/H8 ............................................................................................... Reviewing and Editing the OUAC Transaction J-N Staging Tables .......................................................... Pages Used to Review and Edit the OUAC Transaction J-N Staging Tables ....................................... Reviewing OUAC Transactions J/K .................................................................................................... Reviewing OUAC Transactions J1/K1 ................................................................................................

463 464 465 465 465 466 466 467 467 468 468 469 469 470 470 470 470 471 472 472 473 473 474 474 475 475 476 476 476 477 477 478 478 479 479 480 480 481 481 482 482 483 483 484 484

xvi


Contents

Reviewing OUAC Transactions J2/K2 ................................................................................................ Reviewing OUAC Transactions J3/K3 ................................................................................................ Reviewing OUAC Transactions J4/K4 ................................................................................................ Reviewing OUAC Transactions J5/K5 ................................................................................................ Reviewing OUAC Transactions L1/N1 ............................................................................................... Reviewing OUAC Transactions M1 .................................................................................................... Reviewing OUAC Transactions M2 .................................................................................................... Reviewing and Editing the OUAC Transaction P-R Staging Tables .......................................................... Pages Used to Review and Edit the OUAC Transaction P-R Staging Tables ...................................... Reviewing OUAC Transactions PI ...................................................................................................... Reviewing OUAC Transactions R/S .................................................................................................... Reviewing OUAC Transactions R1/S1 ................................................................................................ Reviewing OUAC Transactions R2/S2 ................................................................................................ Reviewing OUAC Transactions R3/S3 ................................................................................................ Reviewing OUAC Transactions R4/S4 ................................................................................................ Reviewing and Editing the OUAC Transaction T Staging Table ............................................................... Page Used to Review and Edit the OUAC Transaction T Staging Table ............................................. Using the OUAC T1 Page ..................................................................................................................... Viewing Search/Match and OUAC Processing Statuses ............................................................................ Page Used to View Search/Match and OUAC Processing Statuses ..................................................... Using the OUAC Suspense Page .......................................................................................................... Posting OUAC Transaction Data ................................................................................................................ Pages Used to Post OUAC Transaction Data ........................................................................................ Setting Search Parameters for Posting OUAC Data ............................................................................ Setting OUAC Post Parameters ............................................................................................................ Setting Defaults for Posting OUAC Data ............................................................................................ Setting More Post Parameters .............................................................................................................. Viewing OUAC Messages .......................................................................................................................... Page Used to View OUAC Messages ................................................................................................... Using the OUAC Messages Page .......................................................................................................... Reviewing Overflow OUAC Application Information ............................................................................... Pages Used to Review Overflow OUAC Application Information ...................................................... Reviewing General OUAC Application Data ...................................................................................... Reviewing OUAC Law Application Information ................................................................................ Reviewing OAUC Law Categories ......................................................................................................

485 485 486 486 487 487 488 488 489 489 490 490 491 492 492 493 493 493 493 494 494 495 495 496 496 497 498 499 500 500 500 501 501 502 502

Chapter 21 (GBR) Managing UCAS and GTTR Applications .................................................................................. 503 Understanding UCAS and GTTR Data Processing ..................................................................................... Preparing for UCAS and GTTR Data Processing ........................................................................................ Pages Used to Prepare for UCAS and GTTR Data Processing ............................................................. Enabling the UK Fields for All Institutions .......................................................................................... 503 505 505 508


xvii

Contents

Enabling the UK Fields for a Specific Institution ................................................................................. Setting Up UCAS and GTTR Options .................................................................................................. Setting Up UCAS Application Import Defaults ................................................................................... Setting Up GTTR Application Import Defaults .................................................................................... Setting Up UCAS Decision Approval Options ..................................................................................... Setting Up GTTR Decision Approval Options ..................................................................................... Setting Up UCAS Program Action Reasons ......................................................................................... Setting Up GTTR Program Action Reasons ......................................................................................... Setting Up UCAS Program Action Reasons for Confirmation, Clearing, and Adjustment .................. Setting Up GTTR Program Action Reasons for Confirmation and Clearing Elsewhere ..................... Mapping UCAS Attendance Types ....................................................................................................... Mapping UCAS and GTTR Entry Years and Months .......................................................................... Mapping UCAS Entry Points ................................................................................................................ Defining External Systems .................................................................................................................... Setting Up UCAS and GTTR User Defaults ......................................................................................... Setting up National ID Types for Country Code GBR ......................................................................... Processing UCAS and GTTR Reference Data ............................................................................................. Understanding UCAS and GTTR Reference Data Processing ............................................................ Pages Used to Process UCAS and GTTR Reference Data ................................................................... Importing Reference Data ..................................................................................................................... Reviewing and Mapping UCAS Courses .............................................................................................. Reviewing and Mapping GTTR Courses .............................................................................................. Reviewing and Mapping Area of Permanent Residence ....................................................................... Reviewing and Mapping Disability Data .............................................................................................. Reviewing and Mapping Ethnicity Data ............................................................................................... Reviewing and Mapping Residential Category Data ............................................................................ Reviewing and Mapping Country Data ................................................................................................. Reviewing and Mapping Nationality Data ............................................................................................ Reviewing and Mapping Exam Level Data .......................................................................................... Importing UCAS and GTTR Applications and Applicant Data .................................................................. Understanding Importing UCAS and GTTR Applications and Applicant Data ................................... Pages Used to Import UCAS and GTTR Applications and Applicant Data ......................................... Viewing the Transaction Setup ............................................................................................................. Defining the Search/Match Criteria ...................................................................................................... Entering the Applicant Import Parameters ............................................................................................ Reviewing and Editing the Suspense Data ............................................................................................ Viewing, Updating and Deleting Application Staging Data ................................................................. Defining a Timestamp for Re-importing Data ..................................................................................... Reviewing Imported UCAS and GTTR Applications and Applicant Data ................................................. Understanding Reviewing Imported UCAS and GTTR Applications and Applicant Data .................. Pages Used to Review Imported UCAS and GTTR Applications and Applicant Data ........................ Reviewing the Imported UCAS Applications and Applicant Data ....................................................... Processing Imported UCAS and GTTR Applications and Applicant Data ................................................. Understanding Processing Imported UCAS and GTTR Applications and Applicant Data .................. Pages Used to Process the Imported UCAS and GTTR Applications and Applicant Data ..................

508 509 513 515 517 518 518 523 528 532 533 534 535 535 536 538 538 539 541 547 548 550 551 552 553 554 555 556 556 557 558 558 560 561 563 566 568 569 571 571 571 574 576 577 583

xviii


Contents

Defining Conditions for an Offer .......................................................................................................... Deleting Incorrect UCAS Applicant Records ....................................................................................... Entering an Initial Admission Decision for a UCAS Application Choice ............................................ Entering or Updating an Admission Decision for a UCAS Application Choice .................................. Entering a Decision for Multiple UCAS Application Choices ............................................................. Approving or Rejecting a UCAS Decision ........................................................................................... Approving or Rejecting Multiple UCAS Decisions .............................................................................. Determining Whether Applicants Satisfy the Offer Conditions ........................................................... Entering or Updating a Confirmation Decision .................................................................................... Entering Multiple Confirmation Decisions ........................................................................................... Approving or Rejecting a Confirmation Decision ................................................................................ Approving or Rejecting Multiple Confirmation Decisions .................................................................. Entering a Decision to Release an Applicant into Clearing .................................................................. Approving or Rejecting the Release into Clearing Decision ................................................................ Entering Clearing or Adjustment Details .............................................................................................. Gene

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