Project Team Training
In this course, participants complete activities that develop their knowledge of implementing academic structure for PeopleSoft Enterprise Campus Solutions as they revise and update an academic structure through online pages and Tree Manager. Participants learn about the difference between a single and multi-institution setup and how to define and use campus and location values and facilities as they relate to scheduling and facility groupings. Participants learn how to define academic careers as well as academic programs, plans, and sub-plans and look at the rules for defining academic terms and sessions and all related dates and time periods within an academic structure.
Discussions abound about how each piece of the academic structure interacts with the others to form an interdependent system of rules and regulations that give business processes the foundation upon which they rely. Through a discussion of dynamic dates, students learn that many term and session dates affect more than one area of PeopleSoft Campus Solutions. Participants look at the association between setting up and organizing PeopleSoft Tree Manager and how security can then be established for specific departmental use of the course catalog, based on this hierarchy.
- Evaluate the application of key academic structure components in your system
- Setup academic terms and sessions
- Define academic structure user security as it relates to PeopleSoft Enterprise Campus Solutions business process
Participants in this four-day course learn how to prepare for enrollment and how to enroll students. They learn how to set up the course catalog, schedule classes and set up dynamic dating.
Participants also learn how to generate class permissions, create enrollment appointments, and add and activate student records. Finally, they learn how to enroll students, including how to resolve error messages and use wait lists.
This two-day course covers the processes for maintaining students’ academic information. Through discussion and activities, participants learn how to maintain program, plan and sub plan data for students. They also learn how to process student withdrawals and cancellations, and award degrees.
Participants learn how to set up grading and grade rosters and look at several ways to enter grades, post grades, collect midterm grades, and lapse incomplete grades. In addition, participants learn how to create transcript types and process transcript requests and enrollment verifications, as well as how to perform end of term activities such as how to create and process repeat rules and establish academic standing and honors and awards rules.
- Maintain student programs
- Process enrollment verifications
- Process student withdrawals and cancellations
- Process transcript requests
- Perform end-of-term processing
In addition to defining rules for calculating and collecting tuition and fees, participants learn how to set up the PeopleSoft Enterprise Student Financials accounting structure (Business Units, Account Types, and Item Types). In depth activities provide participants with hands-on experience on how to set up security options and trees. Participants use workflow to review and approve groups of transactions and also learn how financial data is transmitted and received for groups of students. Additionally, this course demonstrates how a student’s account is updated with anticipated aid and how aid is disbursed into the student account to reduce the balance. Participants prepare for billing customers, create billing standard requests, and design the invoice layout. Finally, participants review refunding rules, process a withdrawal, and run a batch refund.
- Enroll students in terms, programs and plans
- Set up and calculate tuition and fees
- Authorize and disburse financial aid
- Set up the student financials foundation
- Bill customers
- Process refunds and withdrawals
Individuals who complete this 3-day course participate in the role of “Recruiter.” During the course, the recruiter learns to set up recruiting events and other core admissions setup values. The recruiter interacts with “prospects” through recruiting events; eventually applications and corresponding supporting materials are submitted to PSUNV for admission.
Through course lessons and activities, we enter application materials into the system and process test scores. Applicants are admitted and matriculated. The majority of the course centers on the recruiting and entering of prospects, tracking of applicants, and ultimate matriculation. The course also covers localization features for New Zealand, Australia, and the Netherlands.
- Enter and process applications
- Admit and matriculate applicants into students
- Define recruiting events
Distributing limited funds fairly can be a formidable task. PeopleSoft Financial Aid helps you manage your financial aid awards process.
In this course, you learn how to manage and process FAFSA/ISIR and Profile data. Discover how to create budgets, award and package aid, manage disbursements, and ensure compliance.
- Create student budgets
- Use Satisfactory Academic Progress
- Perform packaging
- Create Financial Aid item types
- Disburse financial aid
- Perform the ISIR load process
This two-day class presents information needed to set up, administer, and use the PeopleSoft Enterprise Campus Solutions 3Cs -- communications, checklists, and comments. Participants learn how to set up 3C security for each of the C’s and how to manage 3Cs data including how to use the Communication Generation process and use the PeopleSoft 3C engine.
- Communications tasks include creating, assigning, updating and verifying communications, and generating letter and email communications.
- Checklists tasks include creating, assigning, and updating checklists for individuals, organizations, or events.
- Comments tasks include designing comments, and setting up and creating comment records.
This class also covers how to use the 3C engine to automatically assign 3Cs in PeopleSoft Enterprise Campus Solutions.
- Set Up 3C Security
- Create and Manage Communications
- Create and Manage Checklists
- Create and Manage Comments