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Using 3 C’s: C oordinating the C haos and C onfusion

Using 3 C’s: C oordinating the C haos and C onfusion. Admission’s Functional Lead – Mark Jacque Technical Team Member – John Bird Student Administration Team Lead – Phil Adams Project Director - Jeff Schmidt. Session Agenda. Introductions Overview of the Towson Project

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Using 3 C’s: C oordinating the C haos and C onfusion

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  1. Using 3 C’s: Coordinating the Chaos and Confusion Admission’s Functional Lead – Mark Jacque Technical Team Member – John Bird Student Administration Team Lead – Phil Adams Project Director - Jeff Schmidt

  2. Session Agenda • Introductions • Overview of the Towson Project • Using 3 C’s for . . . • Prospect Management • Admissions Processing • New Student Processing • Custom Designed Batch Load Process for Updating and Streamlining Work Flow. • Batch Processing Statistics • Communication Load • Checklist and Checklist Item Load • Comment Load • Service Indicator Load. • Batch Load Processing Security • Technology Overview • Questions

  3. Why PeopleSoft? PeopleSoft was purchased by the University System of Maryland. Each institution was charged with developing, testing and implementing the database on their respective campuses. From this charge, Towson’s Executive Committee set goals and identified the core offices that would be part of Phase I implementation. A representative from each of these offices was assigned to the implementation team. The team’s role is to evaluate current functionality and business practices, evaluate PeopleSoft delivered functionality, and develop, test and implement PeopleSoft on campus. SA Team MembersSA Core OfficesMark Jacque AdmissionsLaurie Jones Bursar’s OfficeHarriet McCann Financial AidDave Decker Enrollment ServicesPhil Adams Graduate SchoolCheryl Mannon CANS – ReportingRick Rende CANS – Technology

  4. Project Timeline

  5. Student Administration Timeline

  6. Using The 3C’s

  7. Using the 3C’s Creatively with Prospect Management

  8. recruitment plus activity summary

  9. prospect communication & checklist flow

  10. prospect communication flow event definition

  11. prospect communication flow trigger definition

  12. prospect communication summary

  13. Using the 3C’s Creatively with Enrollment Management

  14. application communication & checklist flow

  15. application engine event definition

  16. application trigger definition

  17. application communication summary

  18. new student communication & checklist flow

  19. new student checklist definition

  20. new student checklist trigger

  21. new student checklist summary

  22. Communications Batch Load Process

  23. Set Run Control/Parameters • Data can be loaded from: • External File • Query • Direct Manual Entry • Indicate the Source File for External or Select a Query.

  24. Set Run Control/Parameters Indicate the Source File for External File Load or Select Query. Choose the Administrative Function Select the Communication to Load – Comm Key The other parameters will default in… View/Update Candidates

  25. Review Candidates for Processing Sort the list Prune the list Apply or Cancel the load Save and Run Load Process

  26. Job Summary Summary with status appears. Error Message appears for any record not able to process.

  27. Batch Processing Statistics

  28. Checklist Batch Load Process

  29. Set Run Control/Parameters • Data can be loaded from: • External File • Query • Direct Manual Entry • Indicate the Source File for External or Select a Query.

  30. Set Run Control/Parameters Indicate the Source File for External File Load or Select Query. Choose the Administrative Function Select the Checklist Code, Status and Due Date View/Update Candidates

  31. Review Candidates for Processing Check Variable Data Prune the list Apply or Cancel the load to these records

  32. Batch Load Job Summary

  33. Checklist Item Batch Load Process

  34. Set Run Control/Parameters

  35. Review Candidates for Processing

  36. Batch Load Job Summary

  37. Comment Batch Load Process

  38. Set Run Control/Parameters • Data can be loaded from: • External File • Query • Direct Manual Entry • Indicate the Source File for External or Select a Query.

  39. Review Candidates for Processing

  40. Batch Load Job Summary

  41. Service Indicator Batch Load Process

  42. Set Run Control/Parameters Indicate whether Adding or Deleting Indicator. Choose the Service Indicator Active Term, Code and Reason. Save and Review Candidates

  43. Review Candidates for Processing

  44. Batch Load Job Summary

  45. Batch Load Processing Security

  46. Batch Load Processing Security

  47. Batch Load Processing Security

  48. Technology Overview

  49. Technology Overview

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