myWWU Basic Skills #2 - Walla Walla University

wallawalla.edu

myWWU Basic Skills #2 - Walla Walla University

MyWWU Training

Basic Skills 2

8/4/2011 © Copyright 2010 Walla Walla University


Contents

Introduction .................................................................................................................................................. 4

Prerequisites ................................................................................................................................................. 4

See Also ..................................................................................................................................................... 4

Terminology .................................................................................................................................................. 4

Understanding HRCS and Financials ............................................................................................................. 4

Standard URL ................................................................................................................................................ 5

Searching for Commands (Menu Search) ................................................................................................. 5

When a New Menu is Added ................................................................................................................ 6

Setting up Personal Preferences ................................................................................................................... 7

User Defaults ............................................................................................................................................. 8

Communication Speed Keys ......................................................................................................................... 8

Notify ............................................................................................................................................................ 8

Running Queries .......................................................................................................................................... 10

Campus Community .................................................................................................................................... 11

Turning off the Type-Ahead Feature........................................................................................................... 11

Selecting Carry ID ........................................................................................................................................ 12

Searching for People ................................................................................................................................... 12

Viewing Biographical Information .............................................................................................................. 13

Phone Numbers .......................................................................................................................................... 15

People Relationships ................................................................................................................................... 16

Privacy Control (FERPA) .............................................................................................................................. 17

FERPA Quick Entry ....................................................................................................................................... 17

Understanding effective-dated information ............................................................................................... 18

Search Box and Search Match..................................................................................................................... 18

Careers, Programs, and Plans ..................................................................................................................... 20

Enrollment .................................................................................................................................................. 20

Administrative Functions ............................................................................................................................ 21

Commonly used Administrative Function Codes .................................................................................... 21

External Organizations ................................................................................................................................ 22

Comments ................................................................................................................................................... 24

Viewing Person Comments ..................................................................................................................... 25

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Checklists and Checklist Items .................................................................................................................... 25

Service Indicators ........................................................................................................................................ 26

Assigning a Service Indicator................................................................................................................... 26

Report of Service Indicators .................................................................................................................... 28

Batch Operations ........................................................................................................................................ 29

Sending Batch Emails and Letters ............................................................................................................... 29

Running a Report ........................................................................................................................................ 30

Selecting a Printer ................................................................................................................................... 30

Direct to Printer .................................................................................................................................. 31

Virtual PDF Printer .............................................................................................................................. 31

Email report ........................................................................................................................................ 31

CSV Files .............................................................................................................................................. 32

Running the Report ............................................................................................................................. 32

Standard Code Prefixes ............................................................................................................................... 35

Mass Assign Service Indicators ................................................................................................................... 36

How to Perform a Mass Assign using a Query .................................................................................... 36

Student Services Center .............................................................................................................................. 37

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Introduction

This document is the second document in the MyWWU Basic Skills series. It describes basic tasks for

staff members and student employees working in administrative offices at WWU. Most of the features

described in this document would be available to individuals who have the role of a staff member,

student worker, advisor, department chair or dean. These features would not be available for

individuals who have only the instructor role or student role.

Prerequisites

This document assumes familiarity with this document.

MyWWU WWU – Basic Skills 1

See Also

Also refer to the following documents if they are appropriate to your situation.








MyWWU – FAQ

MyWWU – Tips

MyWWU – Students

MyWWU – Instructors

MyWWU – Academic Advising

MyWWU – Academic Records

MyWWU – Recruiting and Admissions

Terminology

MyWWU is the implementation of the PeopleSoft HR, Campus Solutions, and Financials software from

Oracle Corporation. The two terms have distinct meanings in this document. MyWWU refers to the

Walla Walla University’s implementation of PeopleSoft Campus Solutions and Financials. The term

PeopleSoft is used when referring to the underlying technology behind MyWWU or to other school’s

implementations of the software.

Understanding HRCS and Financials

A complete campus PeopleSoft installation has at least two databases – or in PeopleSoft terminology,

“applications” – HRCS and FIN. When you access MyWWU you select which database you wish to work

in. If you leave your work area without logging out, you should lock your computer (Ctrl-Alt-Del Enter).


FIN (Financials) is the database for financial information (but not student account information).

If you are working in one of the financial areas or are the manager of a budget you will be using

the FIN database.

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HRCS (Human Resources / Campus Solutions) deals with information about employees, their

jobs, benefits, student information (including financial aid and student accounts) and alumni

information.

You can select the desired database by selecting it from the login page.

Standard URL

The standard URL looks like this.

There are several pieces of information in the URL that are significant.




The “s” in “https” tells you that the connection between your computer and the MyWWU server

is secure. This allows information traveling between your local computer and the central

database to be secure. This is especially important when you are accessing MyWWU from off

campus.

The “ps” designation means you are connected to the main production server. Test servers will

have different names such as “test” and “QA”.

The “hrcs” in the URL tells you that you are connected to the HRCS database which has all the

academic and HR information. For financial information it will say “fin” here.

Searching for Commands (Menu Search)

You can easily search for commands from the main menu.





Click on Main Menu

Enter the item you are looking for then pause and wait for the search results to appear

Alternatively you can press enter or click on the >> button to see the search results on another

page

Either way you can click on the item to go directly to the menu

Tip: Menu search is the preferred way for most experienced users to locate menu items.

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Click on the Find button or press enter to see the search results on a new page.

Enter a phrase, then pause and let the search results appear in a pop-up window.

Note that the search results are limited to the menu items to which your sign-in account has been given

access.

When a New Menu is Added

When you are given permissions to a new menu, it often happens that you cannot immediately see the

new menu in the drop-down menus. This is due to the way the menus are cached in your browser. One

tip for resolving this is to go to the Home page and click on the menu on the left side of the page.

As shown in the following graphic, click on the top level menu item that is displayed along the left side

of your home page to force the browser to go to the page.

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Note that this is tip is applicable when you have a menu item that has just been recently added into your

permissions and you can’t see it using the drop-down Main Menu.

Setting up Personal Preferences

You can set personal preferences using this menu.

Main Menu > My Personalizations

The most useful of these personalization options is probably the last one – Navigation Personalizations.

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The drop-down menu sort order can be set to Ascending, Descending, or None. This controls the order

of menu items within the menus. The standard order displays the menus in a conventional order as

determined by Oracle. The Ascending order arranges the menu items alphabetically.

User Defaults

The system has the ability to automatically enter certain default values for a given user. Configure your

individual user defaults to speed up data entry.

Main Menu > Set Up SACR > User Defaults



Because WWU uses only one institution code, one default that you will certainly want to set is

the Academic Institution (WWUNV).

Another very handy option is found on the User Defaults 4 page – Carry ID. Setting this option

will cause the ID number you have been working with to be carried to the next page when you

select a different page.

Communication Speed Keys

The communications speed keys tab within the User Defaults menu is a frequently used page. Use this

page to set up the letter codes that you need to be able to run using COMMGEN. If there is a letter code

that you need to be able to run and you can’t see the code, this is a place to check to make sure that the

letter code is one of your defaults.

Notify

There is an easy way to send an email message to recipient(s) from any screen that has the Notify

button on it. For example, pull up a person in the Add/Update a Person screen. Click the Notify button.

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Click the OK button and the email will be sent to the recipients.

When the email arrives, there will be an embedded link that the person can click on. Assuming they

have the correct permissions, they will be able to view the same screen you were looking at.

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Important Note regarding the Notify Feature

When you send a notify message, it does not use your “from” email address and the

message will not be recorded in your Sent folder in Microsoft Outlook. PeopleSoft uses its

own generic email account in the “from” address. The recipient of your email will not be

able to reply to that email directly. If you want to have a copy in your own mail system, you

can bcc yourself.

Here’s a tip: you can click the Notify button, then copy and paste the link into an Outlook.

.email message.

Running Queries

A query is the method used to retrieve a tabular list of rows from the database. A variety of queries

have been set up in advance on the system. With the proper privileges, users may run queries and some

users have the rights to create new queries. Use this menu item to run a query and see the results:

Main Menu > Reporting Tools > Query > Query Viewer

A naming convention has been established that all queries created at WWU start with WW followed by a

single letter code representing the department that most frequently uses the query.

Prefixes used:

WWE

WWR

WWF

WWU

Marketing and Enrollment Services

Academic Records

Student Financial Services and Financial Aid

University (of general interest)

There are public and private sections for queries. If you have the appropriate permissions you can

create your own queries and save them in the private section. You can also share your queries with

other users.

You can run the query and return it to your screen as HTML, or load it into Microsoft Excel. You can also

add your query as a Favorite on your menu.

For example, try out the WW_TERMS query. This will provide a list of all the term codes that are

defined in the system.

Notes

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If more than 100 rows are returned, you will only see the first 100 rows. You can page through

the rest of the rows. Or you can select View All.

You can download the file to an Excel spreadsheet or CSV (comma-separated values).

You can create folders and save your queries in the folders (just one level).

You can schedule a query to run at a later date/time, daily or once a week.

Campus Community

The campus community is the centralized database where biographical information is stored. Here are

the most commonly used areas of Campus Community:








Personal Information – biographical, identification

Student Services Center – at-a-glance information about a student

Communications – Letters and emails to people

Service Indicators – What were previously called “holds” as well as new “positive” indicators

Comments – track comments about applicants, students

Checklists – like to-do lists for students

Organization – keep track of external organization such as churches, foundations, and other

schools

The Campus Community is composed of several pages which can be found at this navigation point.

Main Menu > Campus Community

Note: EMPLID is the name of the field used throughout the system for student and employee ID

numbers. We do not use the Campus ID field that is seen on several screens.

Additional documentation can be found in the manual PeopleSoft Enterprise Campus Community

Fundamentals 9.0 PeopleBook.

Turning off the Type-Ahead Feature

The type-ahead feature is a default setting that attempts to anticipate the item you are planning to

select based on the first few characters you type. Some people prefer to turn off this option. To turn off

the type-ahead feature, go to this menu.

Main Menu > My Personalizations

Click on the link Personalize Navigation Personalizations.

At the bottom of the list change the setting of the “Autocomplete” option to No. Click the OK button,

then Return. Click the Home link to go back to your home screen.

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Selecting Carry ID

The Carry ID feature is a user default that will cause the system carry the ID of the last entered (or

selected) individual or organization from search box to search box and from page to page. If you select

the Carry ID option, you do not have to repeatedly enter or select the ID when you modify or review

data for an individual or organization.

Main Menu > Set Up SACR > User Defaults | User Defaults 4

Searching for People

Main Menu > Campus Community > Personal Information > Add/Update a Person

Use Add/Update a Person to view a person if you know his or her ID number or name. If you do not

know their exact name, enter the first few characters of the person’s first and last names.

Enter an ID number, or Last Name and First Name and click Search or press Enter. You may also search

for National ID (SSN).

Note: Campus ID is not used at WWU.

The search results will be displayed. A maximum of 300 rows will be displayed.

From the search results, select the person. If only one person is returned in the search results, the

system will automatically load it for you.

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Viewing Biographical Information

To view biographical information about a person, use this menu:

Main Menu > Campus Community > Personal Information > Add/Update a Person

After selecting the person from the search results, the Biographical Details page will be displayed.

Notes





Effective Date is the date that the biographical information is effective.

Additional “rows” of biographic information can be kept. New rows are added with the plus

icon.

Multiple national IDs can be added. This can be useful for international students that have

national IDs in more than one nation. One of them will be marked as the primary.

Multiple addresses are also allowed.

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Note: Active addresses are indicated by an asterisk.

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Phone Numbers

Multiple phone numbers can be tracked for each student. Use the Add button to add more phone

numbers. Only one phone number of each Phone Type is allowed. Many people ask how to change the

phone number format to use a dash (-) instead of a slash (/). Unfortunately, this is a built-in part of the

system.

There are several screens where phone numbers can be accessed. Here are several of those menus.

Campus Community > Personal Information > Add/Update a Person

Student Recruiting > Maintain Prospects > Create/Update Prospects

Student Admissions > Application Maintenance > Add/Update a Person

Contributor Relations > Constituent Information > People > Add/Update a Person

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People Relationships

The system can store information about relationships between people in the system. For instance,

parent-child relationships can be stored. To add a relationship between two people, use this menu.

Campus Community > Personal Information > Biographical > Relationships

1. Enter the ID number of the person you want to start with (the student usually). If no rows are

found, that means this person does not have any relationships defined in the system.

2. Click Add a New Value.

3. Bring up the first person in the relationship (usually the student).

4. On the Relationships tab:

a. Enter the other person’s id (e.g., the parent) in the Related ID.

b. Enter the appropriate relationship (Mother, Father, etc.). (The reverse relationship will

automatically be created.) 1

5. Add new rows as necessary for more relationships. Use the Add button not the plus icon.

1 PeopleSoft can deduce certain reverse relationships. For example, if Elizabeth is set as the mother of Charles,

then Charles will be automatically set as the son of Elizabeth. However this only works for some relationships; not

all reverse relationships can be deduced. For example, sibling relationships will not be automatically entered when

children are added to parents.

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Privacy Control (FERPA)

At WWU, the system has been set up to allow privacy control (FERPA) for addresses, names, and phone

numbers.

Further documentation for privacy control is available in Chapter 9, “Setting Up FERPA Privacy Control”

in Campus Community Fundamentals 9.0.

FERPA Quick Entry

A FERPA Quick Entry screen is available to allow the recording of a student’s preference for the release

of information.

Campus Community > Personal Information > Biographical > Person FERPA > FERPA Quick Entry

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Understanding effective-dated information

Effective-dating of information is fundamental to many data items in the database. An effective date on

a row of data establishes the date that the row became or will become effective. Frequently the date

you enter is the current date, but it can also be a date in the past or in the future. When future effective

dates are used, the system acts is if the data does not exist until that date becomes current.



01/01/1901 is the date that is used for all the data that is imported from Bitech (that did not

otherwise have a date on it) or was entered in the process of configuring the system for WWU.

A contact for an external organization must have an effective date that is earlier than or equal to

the effective date on the organization.

Search Box and Search Match

The search box is the standard user entry screen that is presented whenever the system needs the user

to identify which individual you want to work with. If you do not enter an ID then the list will be too

large to display. You must enter either the ID number or the starting letters of the first and last names.

If you don’t know the ID number or the starting letters of the first and last name, you can use the Search

Match feature to locate the individual.

Campus Community > Personal Information > Search/Match

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The Search/Match screen gives you much more flexibility in how you search for an individual.

Search/Match must always be used before creating a new ID number for a person or an organization.

Additional information is in Chapter 24 of Campus Community Fundamentals.

Search Tip

If you have an edit box where you are supposed to add in a person’s ID number – such as the one below

– and you don’t know the ID number, click on the magnifying glass icon ( ) to bring up the lookup

table.

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The table of possible ID numbers is quite large (over 185,000 people), so it takes quite a few seconds for

it to come up unless you first enter in a random ID number (9999999 will do). Instead of waiting to filter

though tens of thousands of records, our search screen will pop up right away. You can click the Clear

button and then enter your search criteria.

Careers, Programs, and Plans

An important key to understanding the data model for PeopleSoft Campus Solutions are the concepts of

Academic Careers, Programs and Plans.

An Academic Career is a defined experience of a student with an institution. Students at WWU may

have an Undergraduate career followed by a Graduate career. All of the academic information for each

career is kept separate. It is important to select the proper career for a student.

An Academic Program is an entity to which a student applies and is admitted. Currently, the way

PeopleSoft is set up at WWU, there are two academic programs – Undergraduate and Graduate.

An Academic Plan is the area of study the student is pursuing – major, minor or specialization. If a

student has both a major and a minor, they will have two academic plans.

Enrollment

In PeopleSoft terminology enrollment means the connection between a student and a class in which

they are enrolled. A student is enrolled into a class and subsequently completes the class or withdraws

from or drops the class. At WWU we sometimes use the word enrollment to refer to the act of a

student being admitted and joining the student population. PeopleSoft does not use the term that way.

The term it uses for this concept is matriculation. Matriculation is the point where a student ceases to

be an applicant and is transferred to the prevue of the Records Office.

Here are some of the stages a student will go through:





Prospect

Applicant

Matriculation

Active in Program

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Term Active (required for each quarter before a student can enroll in classes)

Enrolled in classes

Administrative Functions

The concept of an administrative function is used in many data entry screens. An administrative

function is used when doing data entry to identify the variable data that will be used, for example,

ADMA for Admissions Application. Each staff member will need to be aware of the appropriate

administrative function when entering data. Some departments may use only one administrative

function code while others may have several codes.

The administrative function determines which of certain variable data is added to a person’s checklist

code, communication category, or comment when one of those items is added to the student. These

items can then be used later in tracking the checklist, communication, or comment back to a specific

processing event in a functional area.

Commonly used Administrative Function Codes

The following table shows some commonly used administrative function codes.

Code Variable Data Fields Notes

PROP Academic career, Academic

program

Prospect Program. Use this code when you need

to know the academic career and program of the

person.

PROS Academic career Prospect. Use this code when you need to know

the academic career (undergraduate or graduate)

but not the program.

SPRG Academic career, student Student Program (for Records)

career number

STRM Student term Use this code when the term of enrollment is

important

ADMA Academic career, student

career number, application

number

Use this code when the application itself is

important. Note that a student can have more

than one application in the system at the same

ADMP

Academic career, career

number, application

number, application

program

time.

Use this code when the application and the

student’s program are both important.

GEN None Use this code when there no other code applies.

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External Organizations

Campus Community has been loaded with numerous external organizations that have had association

with WWU over the years. Many of these are schools (high schools and colleges) and churches. Any

outside organization can be entered into the system. Use this menu to add or modify the information

for an external organization.

Main Menu > Campus Community > Organization > Create/Maintain Organizations > Organization Table

Enter the information you know about the organization and click the Search button.

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Each organization can have multiple locations, contacts, and departments.

Note on entering organizational contacts:


Although this seems backwards, when entering a contact, the effective date of the contact must

be less than or equal to the effective date of the organization.

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Comments

Comments can be added to students (or any individual, or even an external organization) from a variety

of screens. From any screen that has the capability, click on the Add as New Comment icon in the upper

right section of the screen.

The following screen will appear:

Selecting the appropriate administrative function is very important. Refer to your department

individualized instructions for the property administrative function code to enter. Not all administrative

functions that are in the list can be used because the Comment Category is tied to the administrative

function. Some administrative functions have no comment categories tied to them.

If there is no appropriate administrative function code then use GEN.

Enter the Comment Category. If there are no available codes for comment category, then select a

different administrative function.

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When entered, some comment categories will enable the Variable Data button. If this happens, click

the button and enter the requested data.

The Comment ID is defaulted to the ID of the person who is entering the comment. This can be changed

if it is appropriate.

The Department is optional.

The comment date should normally be left as the current date unless there is a good reason to put in

another date.

Viewing Person Comments

The comments that have been placed on a person can be viewed using this menu:

Main Menu > Campus Community > Comments > Comments – Person > Person Comment Summary

Enter the ID number of the person and click Search.

To see all of the comments just click the Search button. You can optionally limit the search by the

administrative function, comment category, or even the ID number of the person who created the

comment.

Checklists and Checklist Items

In simple terms, a checklist is a list of items that a person (typically a student) needs to complete. A

checklist item is one of the items on a checklist. The system is configured for many checklists and

checklist items that students must complete. Here are a few examples:





EAPPL – Application

EGED – GED

FPFVET – Submit Proof of Veteran Status

RMENTR – Sign up for Mentor

Individual staff members are responsible for adding and removing checklist items from student’s

records. When the checklist item has been added to a student, that item will appear on the student’s

to-do list in Student Self Service. Students cannot remove their own checklist items, that must be

performed by a staff member.

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Service Indicators

Service Indicators are used to provide or limit access to services at your institution for an individual or

organization. Service indicators can be holds that prevent an individual or organization from receiving

certain services or positive indicators that designate special services to be provided. Service indicators

are associated with one or more impact values that identify the types of specific services that are

restricted or provided.

Examples of negative service indicators include enrollment holds, transcript holds, and financial holds.

An example of a positive service indicator is that a student is financially cleared to take 18 hours.

Service indicators can be assigned individually to students or in batch using Mass Assign or Mass

Release.

At WWU the departmental single-letter naming convention is used for service indicators. For example,

service indicators for Enrollment Services start with the letter E.

When a person is assigned a negative service indicator this icon appears next to the person’s name:

A positive service indicator shows this icon:

Assigning a Service Indicator

To assign a service indicator to a student, start from this menu:

Campus Community > Service Indicators > Person > Manage Service Indicators

Bring up the individual using the search page.

Click on the Add Service Indicator link.

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Enter the Service Indicator Code. If the code you want is not listed, it is most likely a

permissions issue.

Enter a Service Indicator Reason code. A default description will be entered automatically; the

student will see this message on his or her student center pages. You may edit this description if

you need to.

Enter a Start Term and an End Term or a start date and end date for the service indicator.

The department is filled in automatically.

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A contact ID can be entered and additional comments can be added.

Review the service impact of the service indicator.

Click the OK button.

Service indicators can be released by using the clicking the Release button on the Manager Service

Indicators page.

Service indicators can be added or released in batch by using the Mass Assign and Mass Release pages.

Report of Service Indicators

For a listing of all the service indicators currently on the system run the PS/Query

WWU_SERVICE_INDICATORS.

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Batch Operations

Sending Batch Emails and Letters

The system has the capability to send batch emails to students, employees, alumni or any other defined

group of people in the system. The general category for this capability is Communications Generation,

or COMMGEN. Refer to separate documentation for how to set up and use COMMGEN.

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Reports

Running a Report

The system comes with some built-in reports and many more custom reports. Follow these instructions

for running a report that is available from a menu.

Using a built-in report (academic organizations) as an example, use this menu option.

Set Up SACR > Foundation Tables > Academic Structure > Reports > Academic Organization Table

Enter a Run Control ID. The run control ID is used to identify your run parameters for a report. The

actual value that you select does not really matter. It is used to retrieve parameters if you want to run

the report again. In this example we have used ACAD_ORG

The following screen appears and since there are no parameters for this report, just click the Run

button.

The report is not actually running yet. First, you must review the Process Scheduler Request and

determine if you need to make any adjustments to the request.

Selecting a Printer

There are several different ways you can select the printer options depending on how you want to print

your report.

To print your report directly as a PDF file, select Type = File and Format = PDF. Then put the folder name

appropriate to your administrative department. Be sure to include the trailing slash (/).

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The file will go into the specified folder and can be retrieved from Windows using the path Y:/records

The file can be loaded, viewed and printed using Adobe Acrobat Reader.

Direct to Printer

You can send the file directly to the printer by selecting Type = Printer and entering the name of the

printer in the edit box.

Virtual PDF Printer

There are some offices that have virtual PDF printers set up for them. A virtual PDF printer allows you to

print as though printing to a printer, but the output is actually going to a file. For example, Records

office uses records-pdf as the name of the virtual PDF printer.

The output will go into a folder called I:\PDF-Dropbox.

Email report

You can have the report emailed by using Type=Email. You can distribute a report to a group of people

be entering the desired distribution group.

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Click the Distribution link to determine where the report is sent.

The report will be emailed to the people selected in the email address list and to the people listed in the

Distribute To box.

CSV Files

Some reports can be output to CSV files.

Running the Report

Click the OK button to launch the report process.

MyWWU Basic Skills 2 32


You will see a screen similar to the following. Note the important difference between this one and the

previous one is that the Process Instance number is displayed. This is how you can tell that the process

has actually launched.

To view the status of your report process, click on the Process Monitor link. You may see the Run

Status as “Queued” momentarily, but the process will start running shortly. If your report stays in the

Queued status for more than several minutes, contact IS support.

When the Run Status changes to “Success” and the Distribution Status says “Posted”, you can then click

on the Details link to see a screen that shows additional information about the run (refer to the graphic

below).

MyWWU Basic Skills 2 33


Now click on the View Log/Trace link.

Now click on the link for the PDF file.

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Your PDF file will open up in Acrobat or Internet Explorer.

Standard Code Prefixes

A naming convention has been established at WWU in the naming of certain codes such as letter codes

and checklist items. This scheme is primarily used where departmental “ownership” of codes is

important.

Code

L

A

E

Area

Loans

Advisement

Marketing and Enrollment

1 Associate Academic Administration

Office

F

S

D

C

R

H

T

B

X

G

Financial Aid

Student Financial Services

Donors (Advancement)

Class Agent Letters (Advancement)

Records

Campus Wellness

Student Life

Library

External Organizations, e.g., Sodexo

Graduate Program

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Mass Assign Service Indicators

Service indicators can be assigned or de-assigned in mass based on queries.

For more information refer to Chapter 33 of PeopleSoft Enterprise Campus Community

Fundamentals 9.0 PeopleBook.

How to Perform a Mass Assign using a Query

Step 1 Navigate to Campus Community > Service Indicators > Person > Mass Assign

Step 2 Select Add a New Value and name said Value that you plan to make.

Step 3 Using the drop down menu next to Selection Tool find and select PS Query.

Step 4 Either select the query name you plan to use or select Launch Query Manager to create or edit a

query. You can preview your selection results by selecting the Preview Selection results located

next to the Launch Query Manager button. If your query is already made skip steps five and six.

Step 5 Enter the query you are modifying or create your new query.

Step 6 When creating or modifying a query you must add the Record SCC_BND_SRCIND, otherwise it

will not appear in the Mass Assigning query listing, after you have completed your query save

and return to the Mass Assign Page.

Step 7 Select your Service Indicator Code, the reason should be auto-filled at that point.

Step 8 Select your Start Term and End Term, accompanied by their corresponding date.

Step 9 The Department field should be already filled, if not fill it in now; continue by filling in all other

necessary information. Once that is complete, save it.

Step 10 Return to the top of the screen and select run; in this tab you can set schedules and run times

and date.

Step 11 Recurrence is what you will select for the frequency of the job, you also must select a time zone

for the job to be done. After you have finished that select OK and you should be done.

MyWWU Basic Skills 2 36


Student Services Center

The Student Services Center is a way for administrative staff to view student information in a format

that is similar to the way a student would see his or her own information.

MyWWU Basic Skills 2 37

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