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.
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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).
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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.
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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.
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