9.2 Assigning and Sending SF Collections Communications

Purpose: Use this document as a reference for assigning and sending collections communications.

Audience: College staff responsible for assigning and sending collections communications.

Running the 3C Engine will assign the PeopleSoft Communication to students defined in the population selected by the process.

Step 1: Run the 3C Engine

Navigation:  Main Menu > Campus Community > 3C Engine > Run 3C Engine

Best practice is to use a different Run Control ID for each 30, 60 and 90 day process because the set parameters may be different for each.

The 3C Engine run control ID search page displays.

  1. Select the Add a New Value tab.
  2. Enter Run Control ID.
  3. Select Add.
3 C Engine Add a New Value tab

3C Engine Parameters Tab

  1. Process 3Cs Box
    1. Select the Population Selection in the Process 3Cs box
  2. Process Joint Records Box
    1. Leave at the No default
  3. Event Selection (select based on parameters given for specific communication)
    1. Academic Institution: Input or Look Up
    2. Administrative Function: SFCO
    3. Event ID: Select from the following based on which letter you are sending:
      1. B_GBL_B04 for 30 days past due communications (Clark is BCLBG4)
      2. B_GBL_B05 for 60 days past due communications (Clark is BCLBG5)
      3. B_GBL_B06 for 90 days past due communications (Clark is BCLBG6)

 

3 C Engine PeopleSoft page with 3C Engine Parameters tab displayed
  1. Population Selection
    1. Select PS Query and use query name CTC_SF_PS_3C_COLL_PASTDUE
    2. Click Edit Prompts and input required prompt values:
      1. Business Unit = Institution : select your institution code WAxxx
      2. Collection Agree Ltr CD:B07  (Clark is BG7)
      3. Past Due Letter 1, 2, or 3:
        • 1: 0-30 days active in Collection Module = typically 31-60 days past due
        • 2: 31-60 days active in Collection Module = typically 61-90 days past due
        • 3: 61-90 days active in Collection Module = typically 91-120 days past due

The "Collection Agree Ltr CD" prompt in the query is an exclusion criteria.  This way if someone has already agreed to a collection agreement and has been sent a B07 (BG7), then they will not be sent further past dues as they have acknowledged they are past due and have made an agreement to bring their account current.

When using a PS Query it is recommended to run the Query in Query Manager/Viewer or to click Preview Selection Results to verify that the IDs that will be assigned the communication are as expected.

Manage Duplicate Assignment tab

 The Manage Duplicate Assignment tab displays.

  1. Beneath the Duplicate Communication section
    1. Check the box next to Check Duplicate Communication
      1. Beneath the Additional Conditions to Prevent Duplicate Communication section
        1. Variable Data: Match
        2. Communication Status: leave blank
  2. Beneath the Duplicate Checklist Check section
    1. Check the box next to Check Duplicate Checklist
  3. Select the Run button

This will prevent a duplicate assignment of the communication for the specific collection instance (Collection ID).  If you select a status of completed or not completed it will only prevent assigning the communication for those that have a completed or not completed status.

If a Variable Data condition is also specified, then the variable data and communication status conditions must both be met to prevent assignment of the duplicate communication.

Query Prompts window

A Communication can be in COMPLETED status but the process could have been unsuccessful due to other errors in the processing.  After running both the 3C Engine Process AND the Communication Generation process it is recommended to run the query CTC_COMMUNICATION_LIST_BY_DATE to review any unsuccessful communications.

Run the 3C Engine Process

The Process Scheduler Request page displays after selecting the Run button.

  1. Select the box next to the 3C Engine Process List.
  2. Select OK.
  1. Select the Process Monitor link.
3 C's Engine Page with Process Monitor circled
  1. Click Refresh until the Run Status is Success and the Distribution Status is Posted.
  1. Exit the page through the "Go back to..." towards the bottom of the page.

Check for Success

One way to check for success is to select users from the query and validate the message was assigned to students on the Communication Management page.  The Communication Management page will display message information based on what you entered.

Navigation:  Main Menu > Campus Community > Communications > Person Communications > Communication Management

Person Communication page
Step 2: Run the Communication Generation Process

Navigation:  Main Menu > Campus Community > Communications > Communication Generation

The Communication Generation run control ID search page displays.

  1. Select the Add a New Value tab.
  2. Enter Run Control ID.
  3. Select Add.
Communication Generation Add a New Value tab

Selection Parameters Tab

  1. The Selection Parameters tab displays.
  2. ID Selection: Select the appropriate communication recipients
    1. "All IDs":  All person and corporate IDs system wide. (Do Not Use this option as you may send communications for other schools)
    2. "All Org ID's":  All corporate ID’s system wide. (Do Not Use this option as you may send communications for other schools)
    3. "All Person IDs":  All person IDs system wide. (Do Not Use this option as you may send communications for other schools)
    4. "One Org ID":  Opens a box to input a single Corporate ID
    5. "One Person ID":  Opens a box to input a single Person ID.
    6. "Population Selection":  Allows for Selection via external file, equation, or PS Query.
      1. **RECOMMENDED**  For Collections use the PS Query - CTC_SF_PS_COMGEN_LIMIT. With Prompt Values:
        1. Institution: WAxxx
        2. Limit to: (limits number communications to process.)
  3. Letter Code Selection: Pick corresponding Letter code in next section: Example “Bx4”
    1. Letter Code:  Select from the following letter codes, based on which communication you assigned from the 3C Engine process.
      1. "Bx4": PD/Coll Ltr 1 SF
      2. "Bx5": PD/Coll Ltr 2 SF
      3. "Bx6": PD/Coll Final SF
        1. Enter the Letter code and tab out of the field.

Based on the letter code selected the Template selection will display the details for the communication to be generated. The Enclosures Assigned (Soft Copy) will populate if the letter code includes them.  If not, the field remains collapsed.

  1. The No Matching Template Found section:  Select an option to specify what to do if the language and method combination to use for an ID is not listed in the template list for the report name selected.
    1. Use Default Template:  Use the template set as the default inside the report ID
    2. Do Not Produce Communication:  Not produce the communication for an ID where no template is found.
  2. Communication Language Usage **Alternately used for individual colleges template/verbage**
    1. Specified:  Select English Language field
    2. Preferred:  Will not display a Language (uses the language of selected template)
  3. Communication Method Usage
    1. Select the Specified method
    2. Select the desired Method:
      1. "E-Mail"
      2. "Letter"
  4. Select the Process Parameters tab above to continue

Process Parameters Tab

  1. The Process Parameters tab displays.
  2. Usage Tables section
    1. Person Communication Usage: These selections are connected to Name/Address Usage rules.
      1. Address:
        • SF Email Campus, Home. Business for E-mails
        • SF Paper Check Mailing for Letters
      2. Address Name,Salutation and Extra Name:
        • Full Name- Pri, Prf, Leg
    2. For communications via email, select the Use Preferred Email Address check box.
    3. For communications via letter, deselect the Use Preferred Email Address check box.
  3. Joint Salutation Usage:Leave blank
  4. Org Communication Usage: Leave blank

Usage selection for address is connected to the method being sent. For example: If the communication method is Email, an Email usage like Student Email should be selected from the drop down menu.

Communication Generation Process Page with the Process Parameters tab displayed
  1. Communication Processing Dates section
    1. Communication Date Range Selection:
    • From Date:Current Date
    • To Date:01/01/2500.
    1. Update Communication Generation Date With:System Date (default)
    2. Update Communication Completion Date With:System Date (default)
  2. Output Settings section
    • Sort option: Country, Postal
    • You do not need to select any output settings for E-Mail.
    • When you Select Send to File, a new window/box will open where you can enter following file path:
      • /u01/app/psrepo/Interface/CSTRANSFER/WAxxx/SFCollections/
  3. Missing Critical Data section
    • Select the Produce Communication check box.
    • Uncheck the Complete Communication check box.
  4. Select the Email Parameters tab to continue.

Email Parameters tab

The Email Parameters tab displays.

  1. Use only when the communication method selected on the Selection Parameters tab is Email.
    1. From:  Enter the email address of the person or entity that is sending the email. (e.g. example@tacomacc.edu).
    2. Subject:  Email topic.
    3. Reply to:  If the student clicks Reply, this is the email address that will receive the response email.
    4. Sender:  Enter the email address of the person or entity that is sending the email. (e.g. example@tacomacc.edu).
    5. Bounce to:  If the email is undeliverable, this is the email address that will receive the email.
    6. In the Importance and Sensitivity group boxes, select the appropriate options.
  2. The Checklist Parameters tab is not used.
  3. Select Run.
Email Parameters tab

Run the Communication Generation Process

The Process Scheduler Request page displays.

  1. Select the SCC_COMMGEN process.
  2. Select OK.
Process Scheduler Request page

The Process Scheduler Request page disappears.

  1. The updated Email Parameters tab displays.  Note the Process Instance number.
  2. Select the Process Monitor link.
updated Email Parameters tab

The Process List tab displays.

  1. Select Refresh until Run Status = "Success" and Distribution Status = "Posted".
Process List tab

If the Run Status for the Communication Generation process is Error, review the log file to determine cause of errors. Once the error has been resolved, users DO NOT need to re-assign communications with the 3C Engine process.  Users will want to run the Reset Communications process to clear the errors from the Process Instance and re-run the Communication Generation process to send the communications.  Please refer to the Communications-Using the Reset Communications Process QRG.

Check for Success

Navigation:  Main Menu > Campus Community > Communications > Person Communications > Communication Management

Individual communications can be viewed on the Communication Management page.  It will display as shown in the image below except with the parameters and dates specified based on what was entered in the steps above.

View the Communication Outcome section and generated communication for the individual student.

Person Communication tab

It is recommended that after running the Communication Generation process that users run the query CTC_COMMUNICATION_LIST_BY_DATE to verify communication completion and any unsuccessful communications.

Section complete.

Step 3: Download File for 90 Day Letters

Navigation: Main Menu > PeopleTools > CTC Custom > Extensions > Upload/Download Files

The File Upload/Download search page displays.

  1. Enter Academic Institution.
  2. Enter Functional Area = "Student Financials".
  3. Select Search.
File Upload Download search page
  1. The Upload Files tab displays.
  2. Select the Download Files tab.
Upload Files tab
  1. Enter the appropriate file name.  The file name is found by selecting the Details link for the appropriate communications process instance on the Process List tab.
Process List
  1. Then selecting the Message Log link on the Process Detail page.
Process Detail page
  1. Then selecting the "Letter output sent to" .pdf .
Message Log
  1. Select Download File.
Download Files tab

Process complete.

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