ps sc overview

8/12/2019 PS Sc overview

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PeopleSoft Campus Solutions


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Agenda

Introductions

ScopePurpose

Training Material

Introduction PeopleSoft Campus Solution

Business Processes Overview

Demo


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Introduction

PeopleSoft Campus Solution


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Introduction

PeopleSoft Campus Solution Common Features

PeopleSoft Campus Solution Overview


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PeopleSoft Campus Solution (PSCS)

Portal Like Navigation.

Menu is collapsible and

expandable.All items can be found onthe left hand side of thescreen.

As the user drills downthe menu folders and

subfolders will appear onthe right hand side of thescreen.

Default Functional areanavigation (DFAN) pagesappear as a user drillsdown. These pages aretask driven and centeredaround completingspecific businessprocesses


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PSCSRoles/Permissions

Every user in PeopleSoft is assigned

a role and is added to one or morepermission lists.

Roles and permission lists are whatcontrol the level of access a

PeopleSoft user will have.In addition, the menu options in themain menu navigation aredetermined by roles and

permissions.


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PSCSPage Layout

Page Layout

Expanded Menu

Button

Universal NavigationHeader

Page Tabs

Content

Buttons Toolbar

Page Bar

Menu Navigation


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PSCSSearch Menu

Menu Search

Find menu items quicklyby using the searchfunctionality.

Search Results will

include:Menu Titles

Descriptions

Navigation Guide(Breadcrumbs)

Direct Link

Customize Settings

Decide to show or hidesearch summaries


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PSCSMy Favorite

My Favorites

Add your most usedand visited businessprocesses to MyFavorites.

Click Add toFavorites in theupper right of yourbrowser window.

Collapsed Favorites List

Hidden Favorites List


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PSCS - Sorting and Saving Search Results 1/3)

Enhanced Searches

Extensive,user-defined operatorsallow for flexible searches.

Ability to save searchcriteria.

Sort your search results.


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Saving Searches

1. Enter Search Criteria

2. Click Save Criteria

3. Name Search Criteria

4. Click Save

5. You are returned to the

search page. Notice that

you are now given the

option of using your saved

search.


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Search results can be sorted in both ascending and descending order.

To change the order simply click on a column header.

Ascending Order

Descending Order


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PSCS - Effective Dating (1/2)

Effective dating allows users to maintain historical,

current and future record.When entering effective dated information currentinformation is not overwritten.

There are three categories of effective-dated records:Future - All rows that have an effective date greater than the

system date.Current - The row with the effective date closest to, but notgreater than the system date. Such row of data that the systemrecognizes as the current active row.

History - All rows with an effective date less than the effective

date on the current row.


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PSCS - Effective Dating (2/2)

March 1March 2

April 3

April 4

May 1

May 2

May 3

May 4

May 5

System Date: May 3

History Rows: Earlier than the Current Row

Current Row: Earlier than or equal to the

System Date

Future Rows: Later than the Current Row


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Flexible & Adaptable

It is a browser-based system that lets users access

their information anytime, from any Web browser,anywhere.

It uses scalable technology that can expand to meetyour needs in the future.

It keeps effective dated data, hence ensure recordingall the history of data change.

All records are searchable based on multiple fields.


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Introduction

PeopleSoft Campus Solution Common Features

PeopleSoft Campus Solution Modules Overview


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Admissions &

Recruitment

Academic

Advisement

Student

Records

GradebookFinancial Aid

Student

Financials

PeopleTools

PeopleTools

PeopleToolsP

eopleTools

Enterprise Portal

Pre-integrated Self-Service transactions

PeopleSoft Campus Solutions Modules

Academic

Structure

&

Campus

Community

Student

Parent Admin Staff

Teacher

Contributor

Relations


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Academic StructureWhat does it offer?

Organizational StructureAcademic Perspective

Enables us to define and manage:Institutions & Campuses

Schools / Faculties

Organizations / Departments

Degree Programs - Majors & Minors

Academic Calendars & Term setup

Provides basis for defining academic policies and proceduresregarding various organizational functions such as:

Admissions

Enrollment

Grading

Graduation


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Campus SolutionTerminologies

Terminology Explanation

Institution An entity with a its own set of business rules

Campus A collection of educational facilities

OrganizationInstitutions organizational structure from an administrativeperspective

Group Academic Schools e.g., School of engineering

Subject Area Various academic areas e.g., Accounting, Mathematics

Career Level of degree / certification that the institute offers

Program Main area of study e.g., Engineering

Plan Specialization area e.g., Electrical Engineering

Terms / Sessions Educational time frames for each career e.g., Semester

Academic Level Students seniority level in a career e.g., 1stYear, 2ndYear

Academic Load Number of credit hours taken by a student in a semester

Grading Scheme Grading mechanism applicable for each career


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Terminologies Mapping

Institution

CampusOrganization

Group

Career

Subject Area

Program

Plan

Terms

Sessions

Academic Level

Academic Load


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Academic StructureData Dependency

ACADEMIC

GROUP

HR

DEPARTMENTS

&

FINANCIAL

ORGANIZATIONS

TERM

SESSION

DEGREE

INSTITUTION

CAMPUS ACADEMIC

ORGANIZATION

ACADEMIC

CAREER

GRADING

SCHEME

SUBJECT

AREA

COURSE

CLASS

ACADEMIC

PROGRAM

ACADEMIC

PLAN

ACADEMIC

SUBPLAN


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Academic StructureNavigations

Main Navigation

Setup SACR -> Foundation Tables -> Academic StructureFlow of data definition / verification1) Grading Scheme

2) Academic Institution Table

3) Campus Table

4) Level / Load Rules5) Academic Organization Table

6) Academic Group Table

7) Academic Career

8) Terms & Sessions

9) Academic Calendar

10) Degree

11) Academic Program

12) Academic Plan / SubPlan

13) Subject Area


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Campus CommunityWhat does it offer?

Maintains elaborate data on

Persons (Prospects, Applicants, Students, Faculty, Academic Staff)

External organizations

Identifies persons based on Unique ID

Maintains personal data regarding

Health / Insurance Information

CitizenshipNational IdentificationPassportVisa

Organizational memberships

and much more

Provides mechanism for

Communication Management & Tracking

Management of Operational Checklists

Tracking of comments through a workflow

Event Planning, Management & Tracking


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Campus CommunityOverview

Campus Community

Bio/Demo DataName

Address

Phone Number

Email

Student Record

Grades

Degrees

Transcripts

Recruitment &

Admission

Prospect/Applicant

Data

Student Financials

Charges

Payments


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Campus CommunityTerminologies


Persons Persons related to the institution e.g., students, instructors, etc.

BiographicalData that defines an individual e.g., name, address, phonenumber, religion, relationships, work experience, etc.

Health Track immunizations, physical exams, etc.

Identification Persons citizenship,residency status, NIC, etc.

Participation Extra-curricular activities, certificates, memberships, etc.

ID System ID management for persons

3C Communications, Checklists, Comments

Service Indicators

Control services to be allowed / denied to an individual e.g.,

disallow a student from taking final exam

Committees A group of people assigned to a job e.g., admissions committee


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Recruiting and Admissions

Track prospects and applicants information.

Define admission criteria.

Process admission applications.

Matriculation - Moving a person from applicant tostudent


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Recruitment & Admissions - Terminologies

Application CenterRecruitment Center

Admit Type

Mass Change

Program Activation


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Recruitment & AdmissionsBusiness Processes

Adding & Maintaining Prospects

Adding & Maintaining Applications

Adding & Updating Relationship Detail of Applicants

Adding & Updating Academic History of Applicants

Adding & Updating Test Scores of Applicants

Adding & Maintaining Checklists of Applicants

Setup Evaluation Criteria

Evaluating Applicants Manually

Evaluating Applicants Using Automatic Processing

Updating Application Program Actions and Statuses

Deleting Applicant Information


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Student Records

Enroll Students

Track AttendanceTrack Grades

Generating Transcript

Graduation clearance, awarding degrees.

End of term processingProbation & dismissal rules.

Course Improvement rules.


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Student RecordsWhat does it offer?

Institutions perspective

Academic data management & trackingCourse Information

Pre-Requisites / Co-Requisites

Course Equivalencies

Schedule of classes

Instructor-class assignments

Course Repeat Policies

Academic Standing Rules

Rules for Honors & Awards

Other student related policies

Maintains changes & stores historical information inchronological order


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Student RecordsWhat does it offer?

Students perspective

Academic data management & trackingCareer/Program Academic History

Term-Course Enrollment Information

Class Attendance

Course Grades

Course Exemptions

Honors & Awards

Transcripts

Stores historical data in chronological order


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Student Records - Terminologies


Course Offering A course offered to more than one academic career

Course Version A course being offered with more than one set of topic or units

EnrollmentRequirement

Requirement that a student needs to fulfill in order to enroll in acourse

Term Activation Allowing students to enroll in courses offered in a term

Matriculation An applicant becomes a student for the institute

Class Schedule Dates, days, times & locations for a course in a term

Term Cancel A student, after enrollment, does not want to study in that term

Course Cancel A course, scheduled in a term, is cancelled by the institute

Course Withdraw A student drops out of a course after drop deadline

Course Drop A student drops out of a course within drop deadline

Course Swap A student swaps one course with another in the same term

Term Deferment A student does not want to enroll or study in a term


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Student RecordsTerm Activities (1/2)

Start of new term

Activate student in term

Schedule Classes (Course Creation

Schedule Classes (Class Creation)

Schedule Classes (Instructor Tracking)

Enroll Student

Student Add/Drop/Withdrawl

Class Attendance

Grade Review and Finalization

Closure of Semester (Assign Academic Standing)

Closure of Semester (Filter Repeat cases)

Other Activities (Transfer Credits)

Other Activities (Track Milestones)

Transcript Generation (Transcript)

Award Degree


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Student RecordsTerm Activities (2/2)

Institute defines a new term / session

Institute defines enrollment dates, course drop dates

Institute schedules classes and assigns instructors

Institute activates students in that term

Institute open enrollment period for that term

Students enroll in courses

Institute calculates charges and raise invoice (Financials)

Student makes payment (Financials)

Student starts studying in that term

Students add/drop/withdraw from courses or cancels term

Instructor marks attendance

Instructor assigns grade (Gradebook)

Instructor posts grades

Institute processes student data for that term


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Student RecordsTerm Activities


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Gradebook & Academic Advisement

Gradebook helps you monitor class assignments and

grades as well as facilitate communication betweeninstructors and students.

Academic Advisement is used to track the requirements

and policiesthat a student must satisfy in order tograduate.

ff


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GradebookWhat does it offer?

Provides ability to define

Grade evaluation categories & relevant weight-ages (assignments,quizzes, exams, mini projects, etc) both at course & class level

Grading scales (marks to grade conversion)

Provides mechanisms for

Defining Grade Review policy

Grade Change Audit

G d b k l


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GradebookTerminologies


Assignment

Categories

Various types of work on which students are graded e.g., course

assignments, quizzes, mid-term exam, mini project, final exam

Grade Roster A form where grades are entered for each student

A d i Ad i F


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Academic AdvisementFeatures

Define Degree Requirement Milestones

Define Academic RequirementDefine Academic Requirement Group

View Advisement Report

St d t Fi i l & Fi i l Aid


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Student Financial & Financial Aids

Calculate tuition & fees on an individual student or

group level.Generating invoices.

Processing payments.

Define Payment Plans.

E-check and credit card payments.Award & disbursement of Scholarships.

Fi i l Aid T i l i


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Financial Aid- Terminologies

Account Type

Item typesFiscal Budget

Packaging Plan

Award

Disburse

Fi i l Aid F t


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Financial AidFeatures

Start of Term Processing

Activate Students in Aid Year and TermAssign Packaging Plan

Award Package Disburse Financial Aid

Wh t i PS St d t fi i l ?


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What is PS Student financials?

Student Financials is a tool to manage student

receivables, billing, collections, and cashiering.

Using Student Financials, both staff and students canquickly find and use the financial information they need

to make critical decisions.

Student Financials receives information from virtuallyall areas of PeopleSoft Enterprise Campus Solutions.

St d t Fi i l F t


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Student FinancialsFeatures

Copy Term Fee to Current Term

Copy Calendars for Current Term

Enter Current Term in Tuition Calculation Controls

Calculate Tuition Fee for Active Students

Add Student in Group for Waiver

Payment Plans

Post Charges on Student

Create Billing

Generate Invoice

Enter Payments for Students in the system

Reversal

Refund

Customer Account

Late Fee Process


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Overview of Student Financials

CalculateTuition andFees

Bill FinancialCustomer

DeterminePayment Plan

ProvideCashieringServices

Create andDistributeRefunds

Post FinancialTransactions

Collect OverdueAccounts

Enroll inClasses

Student Financial Terminologies


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Student FinancialTerminologies


Tuition Calculation Calculate fees (i.e. apply semester charges).

Item TypeTransaction type e.g. Resource Fees, Course Fees, Fine, HealthInsurance.

Billing Generate invoice.

Payment Plan Installments.

Wavier Fees concession or Discount .

Refund Credit notes.

Payment priorityPayment overall priority rules define the order of paymentallocation.

Charge Priority Define exactly what charges are eligible for payment.

CashieringApply payments towards a specific charge or towards the overallaccount balance.

Self Service Business Processes


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Self ServiceBusiness Processes

Students

View/Update biographical informationView class schedule and enrollment appointments

Plan future class schedules (wish list) and enroll in actual classes

View grades and progress towards degree

Making payments (e-payments)

Apply for graduation

Instructors/AdvisorsView teaching schedules and class rosters

Mark Attendance

View advising rosters and track student progressCommunicate with individual students or groups

Enter and maintain class assignments

Enter and approve grades

C t ib t R l ti O i


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Contributor Relations Overview

Enables you to enter, track, and maintain biographicand demographic information about your constituents.

Create and monitor comprehensive strategic andcultivation activity plans for prospects.

Create, manage, and evaluate fund-raising efforts suchas campaign initiatives, membership programs, andvolunteer activities.

Track and acknowledge all types of commitmentsmade by constituents and analyze donors' giving.

CR Terminologies


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CR - Terminologies

Constituent

AlumniWorkset

Initiatives

Contributor Relations Features


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Contributor RelationsFeatures

Add/Update Constituent

Run Graduate to Alumni ProcessDefine Constituent Relationship withInstitution

Define/Manage Worksets

Manage Event InitiativesManage Membership Initiatives

Manage Campaign Initiatives

Manage Volunteers Initiative


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THANK YOU

ps sc overview

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