CS: Local Configuration Guide - Campus Community

The order of the configuration tables presented in this document adheres to the table setup sequence required to successfully set up all tables.

Your academic structure must be clearly defined before implementing other Campus Solutions: Campus Community, Admissions, Student Records, Academic Advisement, Financial Aid and Student Financials.  

All other modules are dependent on the basic structure set up for your institution.

In general, the CS 9.2 Configuration Guides should be setup in the following order:

Academic Structure

Campus Community

The guide listed in bold is the guide you are working on now. This guide contains a brief description of any issues and /or recommended approaches for the table setups.  In addition to this documentation, please refer to the appropriate sections in PeopleBooks for additional details for configuring and maintaining the CS product.

Tables Contained within this Process

The chart below is provided as a quick reference for listing the Campus Solutions (General and Shared), and Campus Community configuration tables identified in this document, as well as to confirm table ownership.



Table Name (PS Name)

Text Name (Descriptive)

Owner

INSTALLATION_TBL

Installation Table (HR)

Human Resources

COUNTRY__TBL

Country Table

Enterprise Components

STATE_DEFN

State Definition 

Human Resources

REG_REGION_TBL

Regulatory Region Table

HR Core Objects

INSTALL_PERSON_TBL

Person Object  Installation Table 

HR Core Objects

SETID_TBL

Table Set IDs

PeopleTools

REC_GROUP_TBL

Record Group Table

PeopleTools

BUS_UNIT_TBL_HR

Business Unit Table

HR Core Objects

COMPANY_TBL

Company Table

HR Core Objects

LOCATION_TBL

Location Address

HR Core Objects

ESTAB_TBL

Establishment Table

HR Core Objects

DEPT_TBL

Department Table

HR Core Objects

PSTREEMGR

Tree Manager (DEPT_SECURITY)

PeopleTools

NID_TYPE_TBL

National ID Type (SSN)

HR Core Objects

NAME_TYPE_TBL

Name Type

HR Core Objects

TITLE_TBL

Name Title

HR Core Objects

SUPPORT_DOC_TBL

Supporting Documents 

HR Core Objects

HOLIDAY_TBL

Holiday Schedule

Payroll

HOLIDAY_DATE_TBL

Holiday Date Table

Payroll

SCHOOL_TBL

Schools

Human Resources

VISA­_PERMIT_TBL

Visa/Permits Table

HR Core Objects

INSTALLATION_SA

Student Administration Installation

Campus Community

NAME_SUFFIX_TBL

Name Suffix

HR Core Objects

ADM_FUNCTION_TBL

Administration Function Table

Campus Community

CIP_CODE_TBL

CIP Code Table

Student Records

HEGIS_CODE_TBL

HEGIS Code Table

Student Records

BLDG_TBL

Building Table

Student Records

ROOM_CHRSTC_TBL

Room Characteristics Table

Student Records

FACILITY_TBL

Facility Table

Student Records

FACILITY_CMPNT_TBL

Facility Components Table

Student Records

FACILITY_CHRSTC_TBL

Facility Characteristics Table

Student Records

UNIT_CONVR_TBL

Unit Conversion Table

Student Records

PERS_MSK_CFG

Demographic Data Access

Campus Community

HCR_SM_RULE_TBL

Search/Match Rules

HR Core Objects

HCR_SM_PARM_TBL

Search/Match Parameters

HR Core Objects

HCR_SM_RSLT_FLDS_TBL

Search/Match Results Fields

HR Core Objects

HCR_SM_RESULT_TBL

Search/Match Results 

HR Core Objects

SCHOOL_TYPE_TBL

School Type Table

Human Resources

CITIZEN_STATUS

Citizen Status

HR Core Objects

OPR_DEF_TBL

User Defaults Table

Campus Community

STUDY_FIELD_TBL

Field of Study Table

Student Records

ADDR_USAGE_TBL

Address Usage Table

Campus Community

NAME)TYPE_DFLT_TBL

Name Type Defaults

Campus Community

NAME_USAGE_TBL

Name Usage Table

Campus Community

PHONE_USAGE_TBL

Phone Usage Table

Campus Community

SALUTATION_TBL

Salutation Table

Campus Community

LOC_ADDR_TBL

Location Address Table

Campus Community

EXTRA_ACTIVITY_TBL

Extracurricular Activity Table

Campus Community

FERPA_CONTROL

FERPA     Controls

Campus Community

SALU_TYPE_TBL

Joint Salutation Type Table

Campus Community

EXT_ORG_TBL

External Organization Table

Campus Community

SCC_NAICS_TBL

NAICS Codes

Campus Community

EVENT_TYPE_TBL

Event Type Table

Campus Community

INSTALLATION_CC

Campus Community Installation

Campus Community

RESOURCE_CODE_TBL

Resource Code Type Table

Campus Community

STAFF_CODE_TBL

Staff Code Type Table

Campus Community

MTG_TMPL

Event Template

Campus Community

MAR_STATUS_TBL

Relationship/Marital Status

Campus Community

IMMUNIZATION_TBL

Immunization Table

Campus Community

RELATIONSHIP_TBL

Relationship Table

Campus Community

SCC_STN_LTR_TBL

Standard Letter Table

Campus Community

CMNT_CATG_TBL

Comment Category Table

Campus Community

GRP_3C_TBL

3C Update/Inquiry Group Table

Campus Community

CMNT_GRP_3C_TBL

Comment 3C Groups

Campus Community

TEACK_GRP_TBL

Tracking Group Table

Campus Community

COMM_CTXT_TBL

Communication Context Table

Campus Community

INST_PUB_TBL

Institution Publications Table

Campus Community

INST_AFFIL_TBL

Legacy Table

Campus Community

COMM_CATG_TBL

Communication Category Table

Campus Community

COMM_GRP_3C_TBL

Communication 3C Groups Table

Campus Community

INST_CATG_TBL

Publication Categories Table

Campus Community

SERVICE_IMPACT_TBL

Service Impacts Table

Campus Community

SRVC_IND_CD_TBL

Service Indicator Table

Campus Community

SRVC_IND_RSN_TBL

Service Indicator Reason Table

Campus Community

COMMITTEE_SETUP

Committee Setup Table

Campus Community

CS_CHK_ITEM_TBL

Checklist Item Table

Campus Community

CHK_FUNCTION_TBL

Checklist Item Function Table

Campus Community

CS_CHKLST_TBL

Checklist Table

Campus Community

CS_CHKLST_3CGRP_TBL

Checklist 3C Groups

Campus Community

COMM_SPDKEY_TBL

Communications Speed Key Table

Campus Community

SCC_CG_DTASRC

Communication Data Source

Campus Community

EVNT_3CS_SETUP

Event Definition

Campus Community

TRGR_3CS_ON_SETUP_TBL

Trigger Definition Table

Campus Community

ORG_CNTCT_TYPE_TBL

Contact Type Table

Campus Community

ORG_RCP_USAGE_TBL

Organization Recipient Usage Table

Campus Community

EXT_ORG_TBL

External Organization Table

Campus Community

EXT_ORG_TBL_REG

External Organization Regional Table

Campus Community

ORG_LOCTIONS_TBL

Organization Locations Table

Campus Community

ORG_DEPARTMETNS_TBL

Organization Departments Table

Campus Community

ORG_CONTACTS_TBL

Organization Contacts Table

Campus Community

SPCGPS_TYPE_TBL

Special GPA Type Table

Campus Community

EXT_ORG_AFFLTN_TBL

External Organization Affiliation Table

Campus Community

EXT_ORG_CODES

External Organization Codes

Recruiting and Admissions

SCHOOL_SUBJECTS_TBL

School Subject Maintenance Table

Recruiting and Admissions

SCHOOL_COURSES_TBL

School Course Classification Table

Recruiting and Admissions

RESID_EXCPT_TBL

Residency Exception Table

Recruiting and Admissions

RESIDENCY_TABLE

Residency Table

Campus Community

US_SIC_TBL

Standard Industry Table

Campus Community

US_SOC_TBL

Standard Occupation Table

Human Resources

SCC_EXT_SYS_TBL

Define External Systems Table

Campus Community

HEALTH_TEST_TBL

Health Test Table

Campus Community

SA_HONORS_AWARDS

Honors and Awards Table

Campus Community

ATHL_PART_TBL

Athletic Participation Table

Campus Community

SCC_SUM_CFG

Student Service Center Setup Table

Campus Community

SEVIS _SETUPS

SEVIS Setups Table

Campus Community

SEV_COUNTRY_MAP

Country Mapping Table

Campus Community

SEV_VISA_MAP

Visa Mapping Table

Campus Community

SEV_SUFFIX_TBL

Suffix     Mapping Table

Campus Community

SEV_EVENT_TYPE_TBL

SEVIS Event Types Table

Campus Community

SEV_FILE_ERROR_TBL

SEVIS File Errors Table

Campus Community

SEV_SCHL_CD_TBL

SEVIS School Code Type Table

Campus Community

SEV_DOS_TBL

Dept. of State Post code Table

Campus Community

SEV_POE_TBL

Port of Entry Table

Campus Community

SEV_FEE_TBL

Fee Code Table

Campus Community

SEV_I20_TMPLT

I-20 Template

Campus Community

SEV_LVL_VISA_TBL

Visa/Level of Education Map

Campus Community

SEV_PRG_SP_TBL

SEVIS Program Sponsor Table

Campus Community

SEV_INT_ORG_TBL

International Organization Table

Campus Community

SEV_POS_CD_TBL

Position Code Table

Campus Community

SEV_SITE_ACT_TBL

Site of Activity Table

Campus Community

SEV_AGEN_CD_TBL

US Government Agency Code Table

Campus Community

SEV_EV_TERM_RSN

J Visa Termination Reasons Table

Campus Community



Facility Table (College)

For detailed information, please refer to the Facility Table section in the Academic Structure Local Configuration Guide.

Navigation:  Set Up SACR > Foundation Tables > Facilities > Facility Table

Security:

  • ZZ SACR Academ Struct Config
  • ZD SACR Academ Struct Config
  • ZC SACR Config
  • ZD SACR Found Tbl Config Inq

Menu:  DEFINE_STUDENT_ADMINISTRATION
Component:  FACILITY_TBL
Page:  FACILITY_TBL
Action:  A/UD/DA/C

SEVIS Overview

Student and Exchange Visitor Information System (SEVIS) is an internet-based system that electronically monitors and reports on international students and exchange visitors and their dependents. The U.S. Department of Homeland Security (DHS) maintains SEVIS. It is an integral part of the DHS program to improve data collection and reporting, facilitate compliance with regulations, and automate monitoring of school and exchange programs. The PeopleSoft SEVIS Solution collects data, monitors changes, and reports student and exchange visitor changes. The PeopleSoft SEVIS solution provides you with the functionality to identify new and changed information to submit to SEVIS in the following ways:

  • SEVIS Alerts Process (Process SEVIS Alerts - F/M or Process SEVIS Alerts - J). The process identifies information that should be submitted to SEVIS regarding new students (F/M visas) or exchange visitors (J visas) and data changes for existing students or exchange visitors. The process also verifies SEVIS business rules, required fields, and certain eligibility edits.
  • The Select Alerts to Report  for F/M  and J components allows you to evaluate results for all applicable school codes and program sponsors and take the appropriate follow-up action: enter additional information, decide which alerts to send to SEVIS, which to ignore, and which to send to the PeopleSoft Master file and not SEVIS. After reconciling the data in the alerts, you run the SEVIS Export process for the appropriate visa type (Export SEVIS Events - F/M or Export SEVIS Events - J). For events where the Send To field is set to Master on the Alerts Header page, the export process directly updates the active SEVIS Master row with the data from the event. For events where the Send To field is set to SEVIS, the export process generates an XML file compliant with the SEVIS XML schema. The process creates multiple XML files if the number of records transmitted to SEVIS exceeds 100. The export process also populates the SEVIS Master component with an inactive row containing the data sent to SEVIS.
  • After reconciling the alerts, you Upload XML Batch Documents to SEVIS, using a utility that supports secure sockets layer (SSL) and HTTPS. The XML batch document upload process is completed outside of the PeopleSoft system using the utility program of your choice. Consult the U.S. Immigrations and Customs Enforcement (ICE) web site for information regarding digital certificate registration and batch file transmission.  

See Reference Manual for the SEVIS Batch Interface Application Program Interface (API), http://www.ice.gov/sevis/schools/batch.htm.

  • The next step is to import the upload results transaction log using the SEVIS Import Results process. You download the XML transaction log files and any form PDF files (I-20 forms or DS-2019 forms) generated by SEVIS using a utility that supports SSL and HTTPS. The XML transaction log and PDF files are compressed into a single file in zip format. You print the PDF files outside the PeopleSoft system.  

Note. Carefully evaluate the Application Program Interface (API) to determine the period during which the batch process results remain available. The DHS SEVIS system automatically deletes files that are not downloaded within the specified period, so it is important to download according to the specified timeframe or you will lose data.

After the compressed batch result file is successfully downloaded and unzipped, import the XML transaction log result files into PeopleSoft using the SEVIS Import Results process.

Review all transactions with errors and take appropriate follow-up action. The import process also updates the SEVIS Master component to reflect the data successfully imported to SEVIS and populates the SEVIS ID Maintenance page with the SEVIS IDs for any new students or exchange students and their dependents.

There are a series of set up tables that must be in place in order for the alerts and extract process to run successfully. Many set up tables are delivered with your system; others are set up according to instructions followed in the lookup tables section of Application Program Interface Document (API), which is published by the Department of Homeland Security to specify the SEVIS Batch interface between the Student and Exchange Visitor Information System (SEVIS) and the institutions' internal systems. After the initial set up, it may be necessary for you to update or delete codes and descriptions to keep your system current with SEVIS.

SEVIS Setup (Global)

Define SEVIS processing Data.

SEVIS Setup page

Navigation:  Set Up SACR > Product Related > Campus Community > SEVIS Setup

Security: ZC SACR Config
Menu: MAINTAIN_FOREIGN_NATIONALS
Component: SEV_SETUP_TBL
Page:  SEV_SETUP_TBL
Action:  A/UD

Extracurricular Activities (Globally Defined)

Define and update the extracurricular activities the institution may choose to track.

Globally defined values for Extracurricular Activities were configured.

Extracurricular Activity Table page

Navigation:  Set Up SACR > Product Related > Campus Community > Define Campus Community > Setup > Extracurricular Activity Table

Security:

  • ZC SACR Config
  • ZD SACR CC Config
  • ZZ SACR CC Config

Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  EXTRA_ACTIVITY_TBL
Page:  EXTRA_ACTIVITY_TBL
Action:  A/UD/DA/C

Honors and Awards (College)

For detailed information, please refer to the Honors/Awards Table section in the Student Records Local Configuration Guide

Navigation:  Set Up SACR > Product Related > Campus Community > Define Campus Community > Setup > Honors and Awards Table

Security:

  • ZC SACR Config
  • ZD SACR CC Config
  • ZZ SACR CC Config

Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  SA_HONORS_AWARDS
Page:  SA_HON_AWRD_TABLE
Action:  A/UD/DA/C

3C Security Groups Overview

3C Security Groups must be defined before they can be applied to Comment Categories, Checklists, Communication Categories, or Event IDs. These groups can then be granted to individual users in the form of SACR security, where, at the individual user level, the user can be granted Inquiry, Update, and/or Delete access to any of the 3Cs that the selected 3C Security Group has been associated with.

Update/Inquiry Group Table (College)

Define 3C group codes. 3C Security Groups are configured for each college.

3C Update Inquiry Group Table page

Navigation:  Set Up SACR > Common Definitions > 3C Update/Inquiry Group Table

Security:

  • ZC SACR Config
  • ZD SACR CC Config
  • ZZ SACR CC Config

Menu:  DEFINE_STUDENT_ADMINISTRATION
Component:  GROUP_3C_TBL
Page:  GRP_3C_TABLE
Action:  A/UD

Checklists Overview

You can use checklists to track applications, organize recruitment mailings, assign tasks to staff members, generate a series of communication items, and so on. You can also assign checklists to an organization. For example, you might want to assign a checklist of recruitment items required from a specific high school, including a roster of the top 10 percent of the current graduating class, a list of athletic award winners, and scholarship applicants.

You can assign checklists to events. For example, if you are presenting a conference, you might want to create a checklist of things to do, including sending out invitations, booking a keynote speaker, setting food menus, and so on. For each checklist item that you assign, you can specify the individual who is responsible for that item and the due date. If the item is also associated with an organization, you can specify the name of the organization responsible for the item. You can also specify an ultimate due date for the overall checklist.

You can assign checklists to individuals, organizations, and events manually, or you can use the 3C Engine to automatically assign checklists to individuals or organizations based on rules and conditions that you define.

Checklist Item Table (College)

Define checklist items to be used in checklists. While this is a global table, checklist items are configured for each college following the 3Cs and Message Center Naming Conventions.

Checklist Item Table page

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist Item Table

Security: ZZ CC Local Configuration
Menu:  MANAGE_CHECKLISTS
Component:  CS_CHK_ITEM_TBL
Page:  SCC_CHECKLST_ITEM
Action:  A/UD/DA/C

Checklist Item Functions Table (College)

Associate checklist items with administrative functions. While this is a global table, checklist items configured for each college are added to this table.

Checklist Item Functions Table page

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist Item Functions Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_CHECKLISTS
Component:  CS_CHK_ITEM_TBL
Page:  SCC_CHECKLST_ITEM
Action:  A/UD

Checklist Table (College)

Associate checklist items with a checklist.

Checklist Table page

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_CHECKLISTS
Component:  CS_CHKLST_TBL
Page:  SCC_CHKLST_TABLE
Action:  A/UD

Checklist 3C Groups (College)

Add college specific 3C groups to Checklists. This allows the 3C Security Group to grant the user access to all Checklists with that 3C group listed here.

Checklist 3C Groups page

Navigation:  Campus Community > Checklists > Set up Checklists > Checklist 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_CHECKLISTS
Component:  CS_CHKLST_3CGRP
Page:  CS_CHKLST_3CGRP
Action:  UD

Comments Overview

You can review all comments about an individual or organization or all comments entered by a specific individual. To attach comments to records, you must first create comment categories and associate them with 3C groups to define who, at your institution, has the security access to write, review, or append or change comments.

Because personal comments are subjective and often confidential, carefully analyze your institution’s needs and requirements for entering and tracking comments. You should also be familiar with administrative functions and 3C group security before setting up or creating comments in your system.

Comments configuration requires setup of the following tables:

  • Comment Category Table
  • Comment 3C Groups
Comment Category Table (College)
Comment Categories page

Navigation:  Campus Community > Comments > Set Up Comments > Comment Category Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  CREATE_COMMENTS
Component:  CMNT_CATG_TBL
Page:  CMNT_CATG_TABLE
Action:  A/UD/DA/C

Comment 3C Groups (College)

Add college specific 3C groups to Comment Categories. This allows the 3C Security Group to grant the user access to all Comment Categories with that 3C group listed here.

Comment 3C Groups page

Navigation:  Campus Community > Comments > Set Up Comments > Comment 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  CREATE_COMMENTS
Component:  CMNT_GRP_3C_TBL
Page:  CMNT_GRP_3C_TABLE
Action:  UD

Communications Overview

Communication management enables you to track and analyze all of your institution's contacts with students, staff, constituents, and organizations inside and outside the institution. You can track:

  • All incoming and outgoing communications
  • All types of communication: letters, email, phone calls, personal contact, and facsimiles
  • Communications generated by other offices that affect your office.
  • All staff involved with a communication.

You can also assign communications to individuals, organizations, and groups of people.

To assign a communication, you must select the method, category, context, direction, and letter code for that communication to identify basic information about the communication, such as the who, what, when, and how of each communication, which correlate in this way:

  • Method = How
  • Context = What
  • Category = Why
  • Direction = Where
  • Date = When
  • ID = Who

Use the communication management pages to manually assign communications to individuals or organizations.  You can access the communication management pages as described here, or you can access them by clicking the Communication button on pages throughout the system.

You can assign communications to individuals and organizations manually, or you can use the 3C Engine to automatically assign communications to individuals or organizations based on rules and conditions that you define.

You can indicate whether the communication is a phone conversation, a letter, or an in-person meeting with the individual. If the communication is an outgoing softcopy document, you can, with either Letter Generation or Communication Generation, manage the variable data and enclosures to include, and enter comments that you can choose to print or not print in the output. With Communication Generation, you can also manage variable data, attachments to include, and comments to include or exclude in an outgoing email. With Communication Generation, you can also send an outgoing communication based on the student's preferred method of either letter or email, and send it in any language supported by your institution that is set at the student's preferred language.

In addition to creating communications for individuals, you can create communications for organizations. For example, you can send letters to schools announcing that an admissions counselor from your institution will be in their area on a certain date, or you can send bills to companies with which your institution does business.

When you assign a communication, you must identify the data to extract about the recipients and select the code from the Standard Letters table to identify the template to use. For Letter Generation, you use your institution's word processing software to merge the data into a template created with that software and associated with the letter code, or into one of the sample Microsoft Word templates that the PeopleSoft application delivers. For Communication Generation, you identify the data source from which to extract data, associate it with the XML report definition, and associate the report with the standard letter code.

Use the inquiry pages to review communication information for an individual or an organization. You can enter criteria and search for a summary of communications or view details of the communication assignments. You can search for a summary of communications to determine if a specific communication was sent, if it included enclosures, or if it was a joint communication.

Note. You are able to view only those communications that are associated with the communication 3C groups to which you have security access. With 3C group inquiry access, you can view communication assignments, but you cannot change them. With 3C group update access, you can view and change the communications. Use the Operator 3C Groups Summary page to determine or change an individual's 3C group security status.

Additional features of Communication Management:

  • You can assign communications to individuals or organizations. You can assign communications manually or you can use the 3C Engine to assign communications automatically in real time or in the background.
  • You have the ability to review communications assigned to individuals or organizations.
  • You can review the details of each communication. You can view a list of all communications assigned. You can also review the security access that users have for viewing or updating the communications.
  • You can use either the Letter Generation process to generate letters or the Communication Generation process to generate letters and emails. The Letter Generation process extracts data that you can then, using your word processing software, merge into letter templates. The Communication Generation process extracts only the data specified in the source file and merges it immediately into the associated XML Publisher templates for letters or emails. For emails, the process also sends the generated outputs to the extracted email addresses.
  • You have the ability to review the data that was extracted for each of the IDs processed.

Communication Management set up will take place during the individual module configuration sessions for Admissions, Records, Financial Aid, Student Financials, and Academic Advisement. FirstLink schools will use Communication Generation as the preferred method to mail and email correspondence.

Standard Letter Table CS (College)

Establish letter codes as the foundation for 3Cs Communications, Message Center letter codes, and can also link to templates in BI Publisher Report Definitions, where applicable. While this is a global table, letter codes are configured for each college following the 3Cs and Message Center Naming Conventions.

Standard Letters page

Navigation:  Campus Community > Communications > Set up Communications > Standard Letter Table CS

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  SA_STNDR_LTR_TABLE
Page:  SCC_STN_LTR_TBL
Action:  A/UD

Communication Context (College)

Associate letter codes with communication actions that can be taken (Communication Generation and/or Message Center).

Communication Context page

Navigation:  Campus Community > Communications > Set up Communications > Communication Context Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  COMM_CTXT_TBL
Page:  COMM_CTXT_TABLE
Action:  A/UD

Communication Category Table (College)

Add college specific 3C groups to Communication Categories. This allows the 3C Security Group to grant the user access to all Communication Categories with that 3C group listed here.

Communication Categories page

Navigation:  Campus Community > Communications > Set up Communications > Communication Category Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  COMM_CATG_TBL
Page:  COMM_CATG_TABLE
Action:  A/UD/DA/C

Communication 3C Groups (College)

Add college specific 3C groups to Communication Categories. This allows the 3C Security Group to grant the user access to all Communication Categories with that 3C group listed here.

Communication 3C Groups page

Navigation:  Campus Community > Communications > Set up Communications > Communication 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  COMM_GRP_3C_TBL
Page:  COMM_GRP_3C_TABLE
Action:  A/UD

Communication Speed Key Table (College)

Communication Speed Keys (also known as Comm Keys) enable you to associate communication elements together and access them as a set, using the assigned shortcut code.

Define Speed Keys for communications so that end users can assign communications using these preconfigured codes.

Communication Speed Keys page

Navigation:  Campus Community > Communications > Set up Communications > Communication Speed Key Table

Security:

  • ZC CC 3Cs Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  MANAGE_COMMUNICATIONS
Component:  COMM_SPEED_KY_INST
Page:  COMM_SPDKEY_TABLE
Action:  UD

BI Publisher Overview

BI Publisher is used to establish communication templates that the Communication Generation process uses to generate 3C Communications. Report Categories, Report Definitions, and Content Libraries are configured for each college electing to use 3C Communications.

Report Category (Globally Defined)

Define which security roles grant access to the Report Definitions and Content Libraries in this category. This is a global table, however Report Categories are configured for each college. (below is an example of only one of the multiple categories)

Report Category page

Navigation: Reporting Tools > BI Publisher > Setup > Report Category

Security:

  • ZZ CC 3Cs Config
  • ZZ CC 3Cs User
  • ZZ_DS_BI_PUB_DEV
  • ZZ_DS_QUERY_ADMIN

Menu:  XMLPUBLISHER
Component:  PSXPSETUPRPTCAT
Page:  PSXPSETUPRPTCAT
Action:  A/UD/DA

Report Definition (College)

Associate a template and data source to a communication in order for the Communication Generation process to generate the communication.

While this is a global table, Report Definitions are configured for each college following the 3Cs and Message Center Naming Conventions.

Definition tab

Navigation: Reporting Tools > BI Publisher > Report Definition

Security:

  • ZZ CC 3Cs Config
  • ZZ CC 3Cs User
  • ZZ_DS_BI_PUB_DEV
  • ZZ_DS_QUERY_ADMIN

Menu:  XMLPUBLISHER
Component:  PSXPRPTDEFN
Page:  PSXPRPTDEFN
Action:  A/UD/DA/C

Content Library (College)

Define Sub-Templates that can be referenced from within the Report Definition templates.

These have primarily been used in Student Financials 3C Communications setup.

Content Library page

Navigation: Reporting Tools > BI Publisher > Content Library

Security: ZZ_DS_BI_PUB_DEV and ZZ_DS_QUERY_ADMIN
Menu:  XMLPUBLISHER
Component:  PSXPSUBTMPLDEFN
Page:  PSXPSUBTMPLDEFN
Action:  A/UD/DA/C

3C Engine Overview

The 3C Engine is a rules-based PeopleSoft application engine that you can integrate with functional transactions to automatically insert or update communications, comments, and checklists records as you interact with students, suppliers, and employees. For example, you can eliminate steps required to manually enter 3C information by setting the 3C Engine to automatically insert defined checklists, communications, and comments for prospects as you enter new admissions prospects to the system. You can use online business transactions to invoke 3C Engine processing or you can use background integration with certain delivered programs.  

To use the 3C Engine, you use administrative functions and detail data to define the rules (called engine events) to identify the sets of communication, checklists, and comments records that you want the engine to enter or update for you. Then, you can either set your own conditions (called event triggers) to invoke the action of entering or updating the 3C records or you can use the predefined triggers delivered with your system. You can also use Population Selection, Triggers, Mass Change or any combination thereof to identify the IDs to process for an even in batch.

In Campus Self Service you can configure your system to record in real time the checklists that you want self-service users to be able to view in the To Do's list self-service transaction. For example, when a prospective student logs onto your self-service site to request application information about your school, after saving the request, the system can record the checklist information that you specify in the engine event definition. When the prospective student logs in the next time, he or she can see the specific tasks that they must accomplish to complete your school's application process.

Before using the 3C Engine, you must set up communications, checklists, and comments. If you are going to use communication speed keys (Comm Keys), set those up first.

3C Engine Event Definition (College)

Define events for the batch assignment of 3C Communications, Checklists and/or Comments.

Event Definition page

Navigation: Campus Community > 3C Engine > Set Up 3C Engine > Event Definition

Security:

  • ZC CC 3Cs Config
  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  EVNT_3CS_SETUP
Page:  EVNT_3CS_SETUP
Action:  A/UD/DA/C

Event 3C Groups (College)

Add college specific 3C groups to Event IDs. This allows the 3C Security Group to grant the user access to all Event IDs with that 3C group listed here.

Event 3C Groups page

Navigation:  Campus Community > 3C Engine > Set Up 3C Engine > Event 3C Groups

Security:

  • ZC CC 3Cs Config
  • ZC FA Local Configuration
  • ZC SACR Financial Aid Config
  • ZD CC 3Cs Config
  • ZZ CC 3Cs Config

Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  EVNT_GRP_3C_TBL
Page:  EVNT_GRP_3C_TABLE
Action:  A/UD/DA/C

Committees (College)

Define Committees, typically used in the Application Evaluations functionality in the Recruiting and Admissions module. Link below:

http://ctclinkreferencecenter.ctclink.us/m/86387/l/1233325-cs-local-configuration-guide-recruiting-and-admissions

 

Committee tab

Navigation:  Main Menu > Set Up SACR > Common Definitions > Committees > Committees

Security: ZC SACR Config and ZZ SACR Committee Config
Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  MANAGE_COMMITTEES
Page:  COMMITTEE
Action:  A/UD/DC/C

Committee Type/Role Table (College)

Define Committee types.

Committee Type Role page

Navigation: Set Up SACR > Common Definitions > Committees > Committee Type/Role

Security: ZC SACR Config and ZZ SACR Committee Config
Menu:  DEFINE_CAMPUS_COMMUNITY
Component:  COMMITTEE_SETUP
Page:  COMMITTEE_TABLE
Action:  A/UD/DC/C

External GPA Type Table (College)

For detailed information, please refer to the External GPA Type Table section in the Academic Structure Local Configuration Guide.

External GPA Type Table page

Navigation:  Set Up SACR > Common Definitions > External Education > External GPA Type Table

Security:

  • ZC SACR Config
  • ZD SACR External Edu Config
  • ZZ SACR External Edu Config

Menu:  DESIGN_ADMISSIONS
Component:  GPA_TYPE_TABLE
Page:  GPA_TYPE_TABLE
Action:  A/UD/DA/C

External Education Comments (College)

For detailed information, please refer to the External Education Comments section in the Academic Structure Local Configuration Guide.

External Education Comments page

Navigation:  Set Up SACR > Common Definitions > External Education > External Education Comments

Security:

  • ZC SACR Config
  • ZD SACR External Edu Config
  • ZZ SACR External Edu Config

Menu:  DESIGN_ADMISSIONS
Component:  SAD_EXT_COM_TBL
Page:  SAD_EXT_COM_TBL
Action:  A/UD/DA/C

Affiliation Setup (College)

Define Affiliations. Affiliation set up will support manual assignment of affiliations, which is primarily used for prospects and admissions purposes.

Definition tab

Navigation:  Set Up SACR > Common Definitions > Affiliations > Affiliation Setup

Security: ZC SACR Config
Menu:  SCC_AFL
Component:  SCC_AFL_SETUP
Page:  SCC_AFL_TBL
Action:  A/UD/DC/C