CS 9.2 - Advisors - Dynamic Role Access, Masking and Optional Role Recommendations
Purpose: Use this document to better understand how the ZZ SS Advisor role is granted dynamically, what the role provides access to, and how masking permissions control the visibility of content.
Audience: Local Security Administrators
Some Roles are dynamically assigned by processes run periodically in the background. Dynamic Roles are assigned based on criteria and will be automatically removed if the criteria no longer exists when the process is next run. Some examples:
- Faculty assigned access to Faculty Center
- Advisors Only assigned access to Advising Center
- Faculty/Advisors assigned access to Advising Center
Identify Dynamically-assigned Faculty Role
If the user is faculty only, and not also an advisor, her Instructor/Advisor Table looks like this:
Her Faculty Center navigation looks like this:
Identify Dynamically-assigned Advisor Role
If the user is advisor only, and not also faculty, her Instructor/Advisor Table looks like this:
Her Advisor Center navigation looks like this:
Identify Dynamically-Assigned Faculty AND Advisor Roles
If the user is both an advisor and a faculty member, her Instructor/Advisor Table looks like this:
And, of course, she'll have both Faculty Center and Advisor Center navigation.
Four Masking Options - Campus Solutions Pillar
The format for the Distributed User Profiles General tab Primary and Row Security fields is: CTC_PT_MASK_xxxx, where 'xxxx' is the desired masking for two key personal information fields: Social Security Number (referred to as National ID or NID in PeopleSoft) and Date of Birth.
Valid values are:
- CTC_PT_MASK_ALL (default) = Mask Social Security Number and Mask Date of Birth
- CTC_PT_MASK_SSN = Mask Social Security Number and Unmasked Date of Birth
- CTC_PT_MASK_NONE = Mask Social Security Number and Unmasked Date of Birth
- CTC_PT_MASK_PARTIAL = Mask Social Security Number and Partial Masking of the Date of Birth
Let's take a look at the Distributed User Profiles General tab for four different advisors, each of whom has one of the four masking values:
Now let's look at the Student Services Center (Student) search page for each of our four advisors, so we can see the results of the masking values:
Next we'll select a student from the search page for each of our four advisors, so we can see the results of the masking values in the General Info tab:
Here's what the Advisor Homepage looks like for any of our four advisors:
And here's what happens when the advisor clicks the Advisor Center tile on the Advisor Homepage:
Now we'll look at class term data on the Academic tab for each of our four advisors:
Next we'll look at test scores on the Admission tab for each of our four advisors:
The PeopleSoft Fluid User Interface (Fluid) grants individuals the ability to customize many different aspects of PeopleSoft to aid in a more user-friendly and efficient system.
My Preferences
My Preferences allows the user to customize certain default settings about how PeopleSoft behaves, such as accessibility, language, calendars, and which elements are included when tabbing through a page.
My Preferences can be accessed via the Action Menu (vertical ellipsis) on the upper-right of the homepage, or via the NavBar, if it's available to the user.
After the user has made any changes to My Preferences, she will need to click Save to retain her settings. If she wants to reset any changes she has made, she can click Restore Defaults.
Campus Preferences
Here is where users can set the Institution, Career and Term without having User Defaults page access and the additional NavBar access.
- Auditing on the Instructor\Advisor tables was turned on 10/13/2023. Changes made on or after 10/14/2023 have been recorded.
- The audit record for the top part of the “Instructor/Advisor Table” tab can be accessed using the PS Query
- QCS_SEC_INSTR_ADVR_TBL_AUDIT
- The audit record for the bottom part of the “Instructor/Advisor Table” tab can be accessed using the PS Query
- QCS_SEC_INSTR_ADVR_ROLE_AUDIT
- The audit record for the “Approved Courses” tab can be accessed using the PS Query
- QCS_SEC_INSTR_CRSE_AUDIT
- Because the role ZZ SS Advisor and ZZ SS Faculty are added dynamically, there is no entry in the Role\User audit table that corresponds to when those two roles are added or removed dynamically, so the queries above will tell you when the user would have been granted these roles dynamically. Manual edits to a user’s roles are stored in the Role\User audit table can be accessed using the query QXX_SEC_USER_ROLE_HISTORY.
Purpose: This section provides a list of pages outside of the Advisor Homepage that an advisor may need to access.
Audience: Local Security Administrators
Please click this Pages for Advisors Outside Advisor Homepage link to open the Quick Reference Guide in a new window.
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