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Oracle
22
Introduction to PeopleSoft for Campus Solutions
Class Boardwork
33
Agenda
• PeopleSoft Enterprise architecture & security.• Navigating the PeopleSoft Enterprise system.• Using relational database tables.• Using pages and components.• Viewing and updating data.• Running processes and reports with PeopleSoft
Process Scheduler.• Using online PeopleBooks.• Using Campus Solutions service indicators.
44
Getting StartedStartHere
Sign-ins
66
Student Administration Training Path
AcademicStructure
Intro to CS
3Cs
StudentEnrollment
AcademicAdvisement
Academic RecordsMaintenance
Recruiting & Admissions
StudentFinancials
Financials AidFundamentals
EquationsEngine
Key
Foundations
Records
Financials
1 Day
2 Days
2 Days
2 Days
4 Days
3 Days
2 Days
4 Days
4 Days
3 Days
Lesson 1Lesson 1
77
www.heug.org
Lesson 2Lesson 2
Join today – Contact your campus rep
88
User Authorization SecurityUSER ROLEUSER ROLE
Lesson 3
ACCESSACCESS
99
Intro Workshop I
• Activity 1 (Sign In to Peoplesoft) – p. 30
• Activity 2 (Menu Favorites) – p. 58
Lesson 4Lesson 4
This Activity takes about 15 minutes
1010
TERM Numbering Strategies
• “2091” Spring 2009 Term begins Jan
• “0620” Spring 2009 PSUNV Numbering
• Other choices?
Lesson 5Lesson 5
1111
Intro Workshop II
• Activity 3 (Search Keys) – p. 91
Lesson 6Lesson 6
Skip the Saving Search Criteria sectionSkip the Saving Search Criteria sectionon p. 93on p. 93
1212
Intro Workshop III
• Activity 4 (Component Grids) – p.104
• Activity 5 (Managing Data) – p. 122
Lesson 7Lesson 7
These Activities take about 20 minutes
1313
Effective Dated Rows
TIME PERIOD STATUS EFFECTIVE DATED “ROW”
CURRENT DATE
FUTURE NEXT YEAR 31-DEC-2010 > Apr 12, 2023
FUTURE NEXT TERM 31-AUG-2009 > Apr 12, 2023
CURRENT CURRENT 31-DEC-2001 < Apr 12, 2023
HISTORY OLDER VERSION
31-MAY-1990 < Apr 12, 2023
HISTORY ORIGINAL 1-JAN-1901 < Apr 12, 2023
Lesson 7Lesson 7
Effective-Dated ROWs with INCLUDE/CORRECT HISTORY
1414
Intro Workshop IV
• Activity 6 (Batch Reports) – p. 151
Lesson 8Lesson 8
This Activity takes about 10 minutes
1515
Intro Workshop V
• Activity 7 (Accessing PeopleBooks) – p. 165
Lesson 9Lesson 9
1616
User Authorization SecurityINSTITUTION ROLEINSTITUTION ROLE
Lesson 10
SVC IND CODESSVC IND CODES
1717
Intro Workshop VI
• Activity 8 (Create Svc Ind) – p. 181
• Activity 9 (Svc Ind Security) – p. 186
• Activity 10 (Svc Ind Assignment) – p. 192
Lesson 10Lesson 10
These Activities will take about 30 minutes
1818
Service Indicator Live Example
Lesson 10Lesson 10
1919
End of ClassBack to
Here
Evals