Business Process Maps Oracles PeopleSoft

Business Process Maps
Oracle’s PeopleSoft Enterprise

Campus Solutions 9.0
This document is best viewed online. Due to the large and varying sizes of the business process maps,
the diagrams in this document may not print consistently.
January 2010
Business Process Maps for PeopleSoft Enterprise Campus Solutions 9.0
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
License Restrictions Warranty/Consequential Damages Disclaimer

This software and related documentation are provided under a license agreement containing
restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly
permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate,
broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form,
or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required
by law for interoperability, is prohibited.
Warranty Disclaimer
The information contained herein is subject to change without notice and is not warranted to be error-
free. If you find any errors, please report them to us in writing.
Oracle makes no statement regarding the completeness or accuracy of these diagrams.
Since business process maps apply only to specific versions of specific products, they may or may not
apply to any products or versions of the product other than those specified. By providing
these business process maps, Oracle makes no commitment to update or correct these diagrams, nor
does Oracle commit to continue providing them for any products or versions of the product.
Restricted Rights Notice
If this software or related documentation is delivered to the U.S. Government or anyone licensing it on
behalf of the U.S. Government, the following notice is applicable:
U.S. GOVERNMENT RIGHTS
Programs, software, databases, and related documentation and technical data delivered to U.S.
Government customers are “commercial computer software” or “commercial technical data”
pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental
regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject
to the restrictions and license terms set forth in the applicable Government contract, and, to the
extent applicable by the terms of the Government contract, the additional rights set forth in FAR
52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500
Oracle Parkway, Redwood City, CA 94065.
Hazardous Applications Notice
This software is developed for general use in a variety of information management applications. It is not
developed or intended for use in any inherently dangerous applications, including applications which
may create a risk of personal injury. If you use this software in dangerous applications, then you shall
be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the
safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages
caused by use of this software in dangerous applications.
Third Party Content, Products, and Services Disclaimer
This software and documentation may provide access to or information on content, products and
services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly
disclaim all warranties of any kind with respect to third party content, products and services. Oracle
Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your
access to or use of third party content, products or services.
Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
PeopleSoft Enterprise Student Management
Student Recruit
Recruiter Prospects
Admissions Admit
Students
Coordinator
Enroll
Student in Classes
Advise and
Faculty Advisor
Transition
Students
Manage
Bursar Financial Services
Campus
Services Manage Campus
Services
Director
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3

PeopleSoft Enterprise Recruit Prospects
Identify Prospects
from External Test
Scores
Student
Recruiter
Perform General Recruit

Recruiting Prospective
Activities Student
Admissions Create Recruiting

Admit
Targets and
Coordinator Students
Assign Recruiters
Prospect Request
Information (SS)
Manage
Financial Services
Bursar

PeopleSoft Enterprise Create Recruiting Targets and Assign Recruiters
Student Identify Prospect

Recruiter from External Test
Scores
Perform General
Recruiting
Activities
Identify the appropriate

Create cohort, population, and
New division combination to be
Target targeted and target number
Define Enrollment Targets Identify information about
Assign appropriate recruiter and
the recruiter
review recruiter information
Identify person as a Create recruiter's Electronic Addresses
Define target details Decide if Create required reports Checklist Summary
Decide recruiter assignment Extracurricular Activities
Enrollment Target Cohort targets should be Enrollment Target Cohort Comment Summary
if need No Search/Match Recruiter Assignment Languages
Enrollment Target Population compared to actual Enrollment Target Population Communication Summary
to... Create/Update Recruiters Recruiter Assignment Names
Enrollment Target Division results Enrollment Target Division Recruiter Summary
Add/Update a Person Messages Work Experience
Organization Group Summary
Add/Update a Person
Org Admissions Summary
Region SetID Effdt Update
Identify information for
Copy
the new target detail
Admissions Existing
being created or copied
Yes
Coordinator Target
Target Detail Template
Identify the cohorts for which a Specify the appropriate
comparison (target vs. actual targets and review actual
results) should be performed results vs. targets
Calculate Enrollment Targets Enrollment Target Summary

PeopleSoft Enterprise Identify Prospect from External Test Scores
Ensure there are no duplicates Purge remaining suspense Capture information about
Review and correct data in
Create Recruiting Map electronic Load test score data into a and post data in database tables prospect
suspense files Create prospects from test scores
Admissions Targets and conversion suspense table Search/Match/Post Test Scores External Test Score Purge Test Results
External Test Score Create Prospects From Tests
Coordinator Assign Recruiters Inbound EDI Agent External Test Score Load Search/Match Test Score Messages Academic Test Summary
Suspense
Test Score Candidate Data Test Score Messages Purge Add/Update a Person
Recruit
Prospective
Student
Student
Recruiter

PeopleSoft Enterprise Perform General Recruiting Activities
Admissions Create Recruiting

Coordinator Targets and
Assign Recruiters
Add prospect
No Create/Update Prospects
Create Prospect from Query
Identify information about a

prospect
Academic Interests Review summary details
Extracurricular Activities Prospect Summary
Review prospects and
Honors and Awards Prospect Recruiters Summary
applicants
Languages Academic Test Summary
View Prospects by Category
Identify prospect's Names Education Summary Perform general evaluation
Perform general View Prospects by Organization
name and search Prospect Publications General Materials Summary of prospect
recruiting View Prospects by Region
for existing records found? Relations with Institutions Event Summary General Evaluations
activities View Applicants by Category
Search/Match Relationships Org Admissions Summary General Evaluator Ratings
View Applicants by Org
Residency Communication Summary
View Applicants by Region
Student Groups Checklist Summary
Cc Chklst Todos Ad
Work Experience Comment Summary
Education Organization Groups Summary
Test Results
Student General Materials
Recruiter
Provide
Recruit
admissions
Prospective
materials to
Student
Update prospect's prospects
Yes information
Create/Update Prospects

PeopleSoft Enterprise Recruit Prospective Student
Perform General
Recruiting
Identify
Student recruiting plan
Recruiter for individual
and perform
recruiting
Identify Prospect activities
from External Test
Maintain
records for
No
future
consideration
Recruit
student? Delete prospect records
Delete Prospect Record
Identify information about a Yes Prospect Delete by Batch End
prospect Prospect Delete Holding
Create/Update Prospects Prospect Delete Process
Admissions Academic Interests
Coordinator Extracurricular Activities
Honors and Awards
Languages
Names Assign recruiter to an Review recruiter
Yes Publications individual summary Ready to Hold prospect
No
Relations with Institutions Recruiter Assignment Recruiter Summary delete? records
Relationships
Residency
Student Groups Admit
Work Experience Students
External Education
Test Results
General Materials
No
Request Decide if
Yes
Information apply?
Prospect
Yes
Manage Financial
Bursar Services

PeopleSoft Enterprise Request Information
Student Recruit
Recruiter Prospective
Student
Provide
Admissions
requested
Coordinator information Admit
Students
Individual Receive Receive

Using self- Request
Requests No admissions financial aid
service? information
Information application information
Review schedule of classes and

Yes course catalog and choose
possible classes
Class Search
Browse Course Catalog
Course Details
Prospect
Type of info?
Request admissions materials

and take appropriate action
Request Information

PeopleSoft Enterprise Admit Students
Student Recruit
Prospects
Recruiter
Receive Evaluate
Receive and Enter Verify Applicant Process
Transcripts and Applicants and
Applications Information Admissions
Test Scores Applications
Admissions
Coordinator
Offer Financial Aid
Applicant Submit Consider

Admissions Financial Aid
Application (SS) Offer
Campus Manage
Services Campus Services
Director
Student Enroll
in Classes

PeopleSoft Enterprise Receive Transcripts and Test Scores
Student Recruit
Recruiter Prospects
Ensure no TS130 duplicates exist and

post data; purge files
Define parameters for TS130 Staging
TS130 data being loaded Move TS130 organization data Search/Match/Post Process
Transcripts and request load to appropriate record Search/Match
Inbound EDI Agent Organization Search Process EDI All Message Purge
Load Process Education
Purge Process
Education Summary
Type of
Receive and Enter
information
Applications
received?
Admissions
Coordinator
Ensure there are no duplicates and Purge remaining suspense Capture information about
Create applicants or prospects from
Map electronic Load test score data into Review and correct data in post data in database tables prospect
test scores
Test Scores conversion a suspense table suspense files Search/Match/Post Test Scores External Test Score Purge Add/Update a Person
Create Prospects from Test
Inbound EDI Agent External Test Score Load External Test Score Suspense Search/Match Test Score Messages Test Results
Create Applicants from Test
Test Score Candidate Data Test Score Messages Purge Academic Test Summary

PeopleSoft Enterprise Receive and Enter Applications
Define parameters for Ensure no duplicates exist and

TS189 data being loaded Move TS189 organization data post data; purge files
TS189
and request load to appropriate record TS189 Staging
Application
Inbound EDI Agent Organization Search Process Search/Match/Post Process
Load Applications Process Purge Process
Yes Type?
Review and edit data

Transactions A/U
Transactions B5
Post data and view
External Applications Identify conversion Translate OUAC data Transactions B/V - E
errors in posting Review overflow
from OUAC parameters for Prepare file for EDI not in conversion Transactions F
Post OUAC Data data
(Ontario Universities electronic transmission Pre Load Data Process parameters Transactions G/H
Suspense Data OUAC Application
Application Center) Inbound EDI Agent Load OUAC Data Transactions J - N
OUAC Messages
Transactions P - R
Transactions T
Search/Match
Admissions
Coordinator Review loaded
Search for existing Purge TAC data
Receive TAC Data Maintain information Load TAC data to external test score
Receive people and post TAC from suspense Verify Applicant
Transcripts and (Tertiary Admissions Centre) from TAC loads suspense records data and resolve
electronically? data tables Information
Test Scores TAC Candidate Data TAC Load errors prior to posting
Search/Match/Post TAC TAC Purge
TAC Suspense
Identify information about an applicant

Education
Test Results
Academic Interests
Student Groups
Relationships
Relations with Institution
Create a new application
Work Experience
Search for an for the applicant,
Extracurricular Activities
No existing record manually, and calculate
Honors and Awards
Search/Match application fees
Publications
Add Application
General Materials
Application Materials
Electronic Addresses
Names
Languages
Residency
I-20 Form
Submit Admissions
Application (SS)
Applicant

PeopleSoft Enterprise Verify Applicant Information
Update information on an Validate all information

application about an applicant has
Search for existing
Receive and Enter Add/Update a Person been collected
record for applicant Found? Yes
Applications Maintain Applications Education
Search/Match
Program Addition Test Results
Review application summary
Action/Reason Entry Academic Interests
Review application summary information
Student Groups
details Applicant Progression
Relationships
No Checklist Summary Application Summary
Add information on an Relations with Institution
Comment Summary Application Materials Summary Evaluate
application Work Experience
Admissions Communication Summary Application Evaluation Summary Applicants and
Coordinator Add/Update a Person Academic Test Summary General Materials Summary Applications
Maintain Applications Honors and Awards
Education Summary Academic Test Summary
Publications
Program Addition Org Admissions Summary Education Summary
Action/Reason Entry General Materials
Organization Groups Summary Event Summary
Application Materials
No Application Recruiters
Names
Languages
Residency
Is info I-20 Form
missing?
Yes
Provide missing
information, if
needed
Applicant

PeopleSoft Enterprise Submit Admissions Application (SS)
Admissions
Coordinator
Receive and Enter
Applications
Identify, review, and/or update

personal information
Personal Data Summary
Names
Addresses
Phone Numbers
Email Addresses
Internet Addresses
Emergency Contacts
Demographic Information
Submit admissions
Languages
application and Review application
Licenses and Certificates
related information status
Memberships
Request Information Application Status
Work Experience
Applicant Publications
Honors and Awards
Publications
Personal Identification Number
FERPA Restrictions
User Preferences
Communication Preferences
Holds
To Do List

PeopleSoft Enterprise Evaluate Applicants and Applications
Verify Applicant
Information
Update status of application to Process

Evaluate single applicant or Admissions
Manual, Manual, waitlisted, admitted, denied,
application manually
Single Single withdrawn, matriculated
General Evaluator Ratings
Application Application Maintain Applications
Application Evaluator Ratings
Action/Reason Entry
Retrieve application materials Review comments and
for review and review Maintain evaluator Update Select students for record the reason(s) for
evaluation information ratings based on admission admission
Application Materials Extract General Evaluator evaluation Maintain Applications Admission Comments
Evaluation is?
Application Materials Ratings Basis of Admission
General Materials Application Evaluator Select applications to assign Update application program
General Evaluations Ratings evaluations and assign status
Application Evaluation evaluation codes Application Status Update
Admissions Automated Assign Evaluation Codes Calculate rating values Automated
Application Program Update
Coordinator for a Group Mass Change Group Evaluation Calculation for a Group
Mass Change Group
Mass Change Definition Mass Change Definition Offer Financial Aid
Run Mass Change Run Mass Change
Assign Alternate Eval Codes

PeopleSoft Enterprise Process Admissions
Delete applications
Delete an Application
Calculate deposits when Application Delete by Batch End Process
Manual,
status is Admit - single Application Delete Process
Single
Maintain Applications Application Delete Holding
Application
Action/Reason Entry
Yes
"Quick Enroll" Capture information for
Student "quick enrolled" students Collecting
Information Quick Admit a Student deposits?
Received Quick Admit Batch Apps Identify reason for not
Create admissions reports
Calculate deposits when status electing to attend
Declined Delete? Admissions Funnel Report
is Admit - group Maintain Application
Average Cutoff Report
Application Fees Process Provide Action/Reason Entry
Follow-up with another
Application Fee Calc Messages notification of
Create list of notification or
Automated Review Batch Application Fees admission and
students notified determine status
Admissions for a Group App Deposit Fees Process any incentives
to follow up Letter Generation Update status to
Coordinator Review Batch Deposit Fees Letter Generation
Run 3C Engine Manual for matriculated
Evaluate Mass Change Group Run 3C Engine
Applicants and Mass Change Definition Individual Maintain Application
Applications Run Mass Change Action/Reason Entry
Manual or
Status? Matriculated
Automated?
Update status to
Managing matriculated
higher education No Automated Activate Applicants
for NLD? for a Group Mass Change Group
Mass Change Definition
Receive nothing Run Mass Change
or "no"
Manage higher education response Add new or alternate program
information to application
Add
Yes Student Records Higher Edu NLD Program Addition
Program
Student Higher Education NLD Alternate Program Addition
Higher Education Inquiry NLD Student Program/Plan
Do not respond or provide

"no" response
No
Accept Admission
Application Status
Receive
Applicant admissions
letter and if Attending?
invited to
attend...
Provide "yes" response
Yes Accept Admission
Application Status
Campus
Action to Manage
Services take? Campus Services
Director
Enroll
Student in Classes

PeopleSoft Enterprise Offer Financial Aid
Financial Aid Award and Package

Officer Financial Aid
Evaluate Calculate financial aid Create an admission

Review calculations
Admissions Applicants and averages incentive of financial aid
Alternate Avg Calc Messages
Applications Avgs for Fin Aid and Records Early Financial Aid Offer
Coordinator
Consider Financial
Aid Offer
Applicant

PeopleSoft Enterprise Enroll in Classes
Admissions
Admit
Coordinator Student
Bursar Manage
Financial Services
Campus
Services Manage
Campus Services
Director
Create Enrollment
Schedule Reports
Activate Students
Enrollment
Registrar for Term
Appointments
Assign
Non-Course Work
Transfer Credit Grant Transfer

Coordinator Credits
Receive Advice
Student
and Enroll in
Classes (SS)
Faculty Advisor Advise and

Transition Student

PeopleSoft Enterprise Activate Students for Term
Admissions
Coordinator Admit
Students
Identify students to include in

the process and activate
Group students for the term
Term Activation Batch Setup
Term Activation Batch Process
How many
students to
activate?
Registrar
Schedule
Individual Activate an individual student
Enrollment
Term Activate a Student
Appointments
Grant Transfer
Transfer Credit Credits
Coordinator

PeopleSoft Enterprise Schedule Enrollment Appointments
Assign appointments for a group

Group of students
Assign Appointments
Define valid appointment

times Validate that communication Assign
Activate Students
Appointment Limits Table tables are set up appointment
for a Term
Appointment Table Appointment Communications for?
Student Appointment Block
Registrar
Assign appointment for an
Individual individual student
Student Enrollment Appointment
Review and update appointments
Student Enrollment Appointment
View enrollment appointment Receive Advice

Request
details and Enroll in
Student changes
Enrollment Appointments Classes
View enrollment appointment

Request
details
changes
Faculty Enrollment Appointments
Advisor

PeopleSoft Enterprise Grant Transfer Credits
Registrar Activate Students

for Term
Admissions Admit
Evaluate transfer course credit Post transfer

Course Course Credits - Automated course credits
Course Credits-Manual Batch Posting
Apply Manual or
Automated Rules
Review transcripts
Update credit and external test Identify additional transfer Review transfer credit details
No Decide if? Type of Evaluate transfer test credit
rules? scores and create credit information Transfer Evaluation Report
credit Test Test Credits - Automated
scenarios evaluation? Test Credits - Manual
External Education Transfer Credit Summary
Test Results Academic Test Summary
Yes Need Specific Agreement
Transfer Credit Evaluate other prior

Update transfer credit rules Other experience credit
Coordinator Make a unique
Course Transfer Rules Other Credits - Manual
transfer agreement
Test Transfer Rules
with a student
Program/Source Equivalency
Student Agreements
Program/Test Equivalency
Test Component
Test Table
Transfer Subject Area
Transfer Review History
Copy Subject Areas
External Transfer Rules Report
Transfer Component Report
Transfer Rules by Org Report
Transfer Subject by Org Report
Schools By Group
Evaluate classes for transfer

Request transfer credit report
Student credit
View Transfer Credit Report
Evaluate My Transfer Credit
Advise and
Faculty Advisor Transition Student

PeopleSoft Enterprise Receive Advice and Enroll in Classes (SS)
Manage
Bursar Financial Services
Yes
Make
Enroll student by
Quick Enroll payment for
student
a Student enrollment or
Quick Enroll a Student Create
changes?
Enrollment
Reports
Schedule
No
Enrollment
Appointments
Review enrollment
Move student from waitlist Identify class enrollment
results
Decide to enrollment and purge information post enrollment Create class rosters
Move From Enrollment Summary Create student study list
Registrar type of wait list if necessary Enrollment Request Class Roster Create withdrawal or View results of posting and, if
WaitList HECS Summary AUS Student Study List Report
enrollment Waitlist Process Enrollment Request Search Print Class Roster cancellation for a term or failed, resubmit
Historical Course
Waitlist Purge Enrollment session and post Term Withdrawal Status
Enrollment
Term Withdrawal/Cancellation Term History
Identify that
Identify mass enrollment enrollment is
criteria and process closed
Create block of Assign Non-
Create group of enrollment for large group
Mass courses Course Work
students of students
Enroll Create Class Block
Create Student Block Mass Enrollment
Block Enroll Merge
Run Mass Change
Select classes prior to enrollment

appointment Post classes from selection
My Planner Enrollment Shopping Cart Request
Plan Courses from the Catalog Create Withdrawal
Yes My Planner Withdraw withdrawal from
Search from My Planner or Cancellation
Plan by My Requirements Enrollment: Add Classes Review class schedule, weekly term
Search by My Requirements No schedule, and exam schedule
Review course offerings
for the term
and class schedule
My Class Schedule
Review course catalog Class Search Decide if?
Review academic Review enrollment Request My Weekly Schedule
Student and courses offered Receive advice View My Exam Schedule
Browse Course Catalog Add, swap or drop classes
history appointment dates classes before Course Details
Class Search from Advisor Detailed Study List Enrollment: Add Classes
My Course History Enrollment Dates appointment?
Browse Course Catalog Select new classes Term Links Drop/Swap/Add Enrollment: Drop Classes
My Planner Class Enrollment: Edit a Class
Attend Plan Courses from the Enrollment: Swap Classes
Add or change Catalog Search by My Requirements
No enrollment Yes Search from My Planner
selection?
appointment Plan by My Requirements
Search by My Requirements
Enrollment: Add Classes
Access Class Roster

Class Roster
Instructor Follow local

Review class schedule
practice to make
My Class Schedule
changes
Review exam schedule
View My Exam Schedule

PeopleSoft Enterprise Assign Non-Course Work
Track student's progress

Assign milestone to
with the milestone,
student and assign
including date required,
an advisor or
Registrar how many attempts are
committee to
allowed, and when
evaluate the work
completed
Student Milestones
Student Milestones
Evaluate milestone
Instructor attempt, progress to
date and when
completed, record
grade
Student Milestones
Receive
evaluation upon
Receive Advice and
Student completion of
Enroll in Classes
non-course
work
Faculty Advisor Advise and Transition

Students

PeopleSoft Enterprise Create Enrollment Reports
Request verification of
Receive Advice
Student enrollment be sent to specified
and Enroll in
address
Courses
Request Enrollment Verification
Review enrollment Print enrollment verification Provide to

verification requests information specified
Enrollment Verification Enrollment Verification Print address
Manage definitions
Business Unit Table
Define Element Class
Define Govt Element
Define Report Period
Define Report Type
Manage suspense tables
Define Forpos Code
Student List Manage mappings
Define Quacod Code
ESIS Institution Description Classification Mapping Table Manage academic structure Manage processes
Define Qualif Code
ESIS Institution Program Direct Mapping Table tables ESIS Institution Process
Define Seshun Code
ESIS Institution Course Master Mapping Table ESIS Program Table ESIS Student Process Manage reports
Define Spemaj Code
ESIS Student Description Separate Mapping Table ESIS Plan Table USISE Report Process Student Description Audit
Government Reporting Define County Codes
ESIS Student Program Country Mapping ESIS Course Data CIS Report Process Student Program Audit
Canada Define Country Codes
ESIS Student Course Language Mapping Academic Program Table CDN MET Report Process OYAC Student Course Audit
Define Language Codes
ESIS Student Transfer Credits Province Mapping CIS Program Table OUAC Report Process Selected Student Report
Define School Codes
USISE Elements Reporting Sequence Mapping CIS Plan Table Freeze Student List
Registrar CIS Elements
External School Table
Term Group Mapping CIS Subplan Table Archive Extract File
Define CIS Language Code
MET Elements OUAC Applno Mapping
Prov Approval Codes
OUAC Elements
Prov Course Funding Codes
Prov Funding by Citizen
Create reports - AUS Prov Major Field of Study
DEST Work Records - LL,OS. Prov Program Codes
View DEST LL,EN,OS Work Recs Prov Prog Funding Codes
View Student DEST Work Records Prov Special Initiative Code
DEST LL,EN,OS,SS,DU
DEST CO,PS,CU
Centrelink Name/Unit Files
Country? Australia Centrelink Course File
DEST Revisions - Add Students
DEST Revisions
CLS Status
Enrollment Feedback SATAC AUS
Enrollment Feedback QTAC AUS
Enrollment Feedback VTAC AUS
Enrollment Feedback UAC AUS
Create reports - NZL

New Zealand NZQA Reports NZL
SDR Extract NZL
Campus
Manage Campus
Services
Services
Director

PeopleSoft Enterprise Advise and Transition Students
Manage Financial
Bursar Services
Teach
Courses
Instructor
Evaluate Progress
Review Student Identify Academic to Date and
Faculty Advisor Goals Requirements Provide Transition
Advice
Registrar Create Certify Graduation

Transcripts Eligibility
Enroll Request Academic

in Classes Advisement (SS)
Student

PeopleSoft Enterprise Request Academic Advisement
Assign advisor to
Registrar student
Student Advisor
Review Student
Faculty Advisor Goals
Seek advice on
academic
career
Request help in
plan adjustment
due to
Review academic difficulties
requirements experienced
My Academic
Review assigned
Enroll Requirements Help Request
advisors
in Classes My Planner needed? advisement
My Advisors
Search for Classes
Search in Catalog Seek special
View What-If Report permission to
attend filled or
restricted
classes
Student
Seek advice on
transferring to
different
institution

PeopleSoft Enterprise Review Student Goals
Certify Graduation Update status to indicate

Eligibility that student is taking leave Create
Registrar of absence Transcript
Student Program/Plan
Not Eligible
Identify reason
to initiate Leave of
discussion with Absence
student
Receive
notification of
Teach
incompletes or
Courses
mid-term
deficiencies
Faculty Advisor
Receive request for Review information about

Review student groups and Meet with student and
advisement on advisee
careers Assign Ids to a student identify student's Change or Identify
academic career, View My Advisees
Student Groups group goals, such as: leave Continue Program, Decide if? Academic
plan changes, special Degree Progress Report
Student Career Process Student Groups of absence, change Plan, or Subplan Requirements
permissions, Unofficial Transcript
View Student Groups by Student plan, continue plan
transfers, etc. View General Information
Request Academic
Advisement Meet with
Student Advisor and
provide
information

PeopleSoft Enterprise Identify Academic Requirements
Requirement Review structure of a

Group requirement group
Description Academic Requirement Group
Review summarized listing of the

components of a requirement
Requirement Group Detail
group
Academic Requirement Groups
Evaluate Progress
Review structure of an
Review Student Information Requirement to Date and
academic requirement
Goals needed? Summary Provide Transition
Academic Requirement
Advice
Faculty Advisor
Review summaries of the

academic requirement lines
Line Summary in a specific academic
requirement
Academic Requirements
Review courses contained

Course
in a specific course list
List
Academic Course Lists
Summary
Define Course Lists

PeopleSoft Enterprise Create Transcripts
Request transcripts printed and Produce large batch

Yes view system messages of transcript reports
Batch Transcript Print Process Transcripts
Define group parameters Print transcripts for Decide if

Generate previously created Print for
Large Group and create request for single transcript need to purge No
transcript requests range of transcript No
(more than 20) large group of students request number remaining
Batch Transcript Generation requests?
Batch Transcript Request Transcript Print transcripts
Registrar
Yes
Identify who is requesting View transcript results and Identify parameters and
Search for student Identify transcript
Request Define transcript Decide if Individual and who is receiving messages from processing request transcripts be
transcript requests parameters, output
Official text for student transcripts are or Group of transcripts and create requests purged
Transcript Request destination and printing date
Transcript Transcript Text for... Students transcripts Transcript Request Transcript Purge
Inquiry Transcript Request
Transcript Request Request Transcript Report Purge Transcript Reports
Create electronic transcript for Process TS131 Review status of electronic Generate electronic transcript E-Mail transcripts generated
Electronic student files transcript requests files by batch process
Electronic Transcript Request Download TS131 Electronic Transcript Query Generate Electronic Transcript Email Electronic Transcript
Request transcripts
Student Request Official Transcript
View Unofficial Transcript
Request transcripts printed and Produce large batch

Yes view system messages of transcript reports
Batch Transcript Print Process Transcripts
Unofficial Define group parameters Print transcripts for single Decide if Evaluate Progress
Generate previously created Print for
Transcript Large Group and create request for transcript request number need to purge to Date and
transcript requests range of transcript No No
(more than 20) large group of students Transcript Print remaining Provide Transition
Batch Transcript Generation requests?
Batch Transcript Request Request Transcript Report transcripts Advice
Faculty Advisor
Identify transcript Identify who is requesting View transcript results and Yes
Individual parameters, output and who is receiving messages from processing
Transcripts
or Group of destination and printing date transcripts and create requests Identify parameters and
are for?
Students Transcript Request transcripts Transcript Request request transcripts be
Student Advisement Report Transcript Request Request Transcript Report purged
Transcript Purge
Review Student Purge Transcript
Goals Reports
ARTS Student Program AUS
Australia ARTS Student Program Notes AUS
ARTS Results AUS

PeopleSoft Enterprise Evaluate Progress to Date and Provide Transition Advice
Bursar Manage Financial

Services
No
Substitute one course for a

Course required course
Create Course Substitution
Yes
Conduct audit of degree progress,

i.e., courses completed,
Perform what-if analysis as
outstanding requirements,
needed to satisfy student's Create a course directive to
and create advisement Need
Identify Academic Decide Analyze goals or identify outstanding Type of change or waive a Financial
Transcript Request to make Yes Override
Requirements If? More requirements exception? requirement impacts?
Degree Change Audit exceptions?
Set Up What If Data Override Details
Faculty Advisor Grade Change Audit
Create What-If Scenario
Request Advisement Report
View Advising Report Go To:
Enroll in Classes
Advise student
of classes
Change or Authorize student exceptions
required to Exceptions
Continue Plan
change or Authorize Student Exceptions
continue plan
No
Advise student
Eligible
they are eligible
to Graduate
for graduation
Certify Graduation
Eligibility
Create
Registrar
Transcripts
Request information on degree

progress
Student View Degree Progress Report
My Academic Requirements
My Planner

PeopleSoft Enterprise Certify Graduation Eligibility
Receive graduate
list and certify
Bursar graduates are
fiscally qualified
NZVCC Survey file

New Zealand? Yes NZVCC Survey
Data File NZL
Registrar No
Conduct audit of degree Create communication to Review and update Request diploma,
Create and
progress, i.e., courses notify potential graduates Update program action to degree information, award degree, or
Receive distribute list of Notify alumni
completed, outstanding whether they are complete and verify term, honors, plan information, certificate and Create
application for those eligible to association of
requirements certified to graduate degree honors and GPA rank, GPA, sub-plan provide Transcripts
graduation graduate new graduates
Transcript Request Letter Generation Student Program/Plan Student Degrees commencement
Graduation Report
Request Advisement Report Run 3C Engine Honors and Awards information
Receive graduate
Faculty Advisor Evaluate Progress list and certify
to Date and graduates are Review Student's
Provide Transition academically Goals
Advice qualified
Receive diploma,
Receive Not Eligible to Graduate
degree or
Apply for graduation notification of
Eligible to Graduate certificate and
Apply for Graduation graduation
commencement
Student status
information

PeopleSoft Enterprise Manage Financial Services
Student
Recruit
Recruiter Prospects
Advise and
Faculty Advisor Transition
Students
Enroll
Student in Classes
Receive and Award and

Assess Financial Notify Student of
Evaluate Financial Package Financial Process Loans
Aid Need Award
Aid Application Aid
Financial Aid Review

Process Pell Satisfactory
Officer Disburse Aid
Grants Academic
Progress
Manage Work
Study
Receive Payments
Calculate Tuition Bill Financial and Provide Create and
and Fees Customer Cashiering Distribute Refunds
Services
Bursar
Post
Determine Financial Report Taxes
Payment Plan Transactions
Credit Manager Collect Overdue

Accounts
Campus
Services Manage Campus
Services
Director
PeopleSoft Enterprise Receive and Evaluate Financial Aid Application
Student Recruit
Recruiter Prospects
Go To:
Award and
Package Financial
Aid
Departmental
Aid
Submit Create
application for Requesting? Institutional institutional
federal aid application
Student
Profile or
Need Access
Create
Institutional,
College Board
Profile or Need
Access
application
Review information about student's

institutional EFC
EFC
Identify student's and parent's View 2004-2005 IM EFC Detail
Summary
expenses, assets and resources View 2005-2007 IM EFC Detail
and calculate total income and View 2007-2007 IM EFC Detail
Institutional Need to
assets
Application Review?
Maintain Application 2004-2005
Review corrections made to a
INST Assess Financial
student's Institutional application
Corr Audits Aid Need
View Correction Audits
Import Need Access applications

and manage files
Load Records 2005-2007
Recycle Suspense 2005-2007
Need Move Suspense 2005-2007
Access Suspense Records 2005-2007
Move Suspense 2007-2007
Suspense Records 2007-2007 Review information about student's
federal EFC
Type? View 2004-2005 FM EFC Detail
View 2005-2007 FM EFC Detail
View 2007-2007 FM EFC Detail
Import PROFILE applications and

manage the files
Profile Move Suspense 2005-2007
Suspense Records 2005 -2007
Financial Aid Move Suspense 2007-2007 No
Officer Suspense Records 2007 -2007
Import ISIRs and manage the files Review corrections and create
Process ISIRs files to return
Import Federal Data Files Process ISIR Corrections
2005-2007 Suspense Management Correct ISIR records
2007-2007 Suspense Management Process ISIR Correction Errors
Correct 2004-2005 ISIR records
2005-2007 ISIR File Data Decide Enter FAFSA Signatures Resubmit ISIR files to the
ISIR 2007-2007 ISIR File Data if need to Yes Modify ISIR School Recipients CPS
Delete ISIR/NSLDS Records correct View 2005-2007 Outbound Files Process ISIR Corrections
ISIR Suspense Detail Report Manage Corrected ISIR Data
View 2005-2007 Outbound Data
ISIR Load Summary Report View ISIR Field Audits
System Generated ISIR Report View 2007-2007 Outbound Files
CPS Reject/Assumption Report View 2007-2007 Outbound Data Corrections
Review CPS/NSLDS Transactions Create Federal Data Files Submitted
Import Canadian applications and

manage files
Canadian
Process Data Load
National
View Load Results
Aid
Manage Suspended Records
Process Suspense Files
Identify Canadian student's and

parent's expenses, assets and Review audit results for Canadian
Canadian resources and calculate total application
Institutional income and assets View CNAS Results
Application Add Institutional Application View Application Audit
Create/Update FT Application View Extension Audit
Create/Update PT Application
Receive Profile
or Need Access
application and
provide info to
External Fin Aid institution
Providers
Receive Create ISIR and Receive
application provide to corrected
(FAFSA) institutions application

PeopleSoft Enterprise Assess Financial Aid Need
Request student deleted from

Yes budget worktable
Maintain Budget Work Table
Receive and
Evaluate Financial
Identify rules and Delete
Aid Application Create and review
Group, determine budget item student from
selection of students
Batch amount for each category preliminary
Select Students
Process Formula results?
Identify budget categories Move budget results to

Review and/or adjust Pell budget
with tuition and calculate the student's budget record to
No items for a student
amount create budget
Adjust Pell Budgets in Batch
Process Tuition Move Budget to Students
Yes
Create or update student's term
information or create records for a
large number of students
Review results and manage
Manage Financial Aid Years Identify student and create a
Decide budgets
View Financial Aid Status Individual, term budget or build
if creating a Adjust? No View Student Budget Summary
Process Financial Aid Years Online automated budget
budget for View Batch Budget Details
Maintain Student FA Term Create Student Budget
Maintain Term Budgets
Create FA Term Driver Records
Build FA Term in Batch
FA Term Census Report
Verify individual or family
Financial Aid income summary and tax info
Officer Manage 2004-2007 Verification
Manage 2007-2007 Verification
Manage 2007-2007 Verification
Review data from National Student

Loan Data System import and
manage files
Verify information for all
Identify students for students that meet the Simulate Federal Estimated Process NSLDS Files
Produce SAP and Verification
Decide Family Contribution scenarios Manage NSLDS Records
verification selected criteria population and review status
if comparison Group Simulate 2004-2005 FM INAS NSLDS FAT Load Error Report
Perform Batch Consolidation Perform Batch Verification Select SAP/Verification (MC)
for Simulate 2005-2007 FM INAS Review NSLDS Flagged Students
View Batch Consolidation View Verification Summary Simulate 2007-2007 FM INAS Update SAP/Verification Status
NSLDS Alert File Report
View Verification Details
Update Aggregates with NSLDS
Process NSLDS Request
Review CPS/NSLDS Transactions
Manage external awards data

Perform comparison of source Process External Award File
Individual and target info and review View Data File Stating Results
Perform Auto Verification Load External Awards
Identify external award data for Review students who Validate need summary
External Award Load Summary Award and
students reported aid from other information
External Award Load Detail Package Financial
Add External Awards by Type sources Need Summary
Manage External Award Data Aid
Add External Awards to Student View Self Reported Aid Validation
Manage External Awards by Type
Manage Student External Awards
Manage Awards by Status
Process SF External Award
Report financial aid given by

other sources
Student
Report Aid from Other Sources

PeopleSoft Enterprise Award and Package Financial Aid
Review current and lifetime

cumulative aid and aid limits
Go to: Admit View Aggregate Aid
Students: Offer Review Lifetime Aggregate
Offer early financial aid and Financial Aid View Aggregate Program Summary
review early offers Update Incoming Aggregates
Early Assign Aggregate Source
Financial Offer Early Financial Aid
Aid View Early Aid by Career
View Early Aid by Category
Expire anticipated aid

Expire Anticipated Aid
Identify and Identify messages received as a Create simulated mass Identify messages received as a Review number of students selected
Create formula to define Associate packaging Identify processing messages Review plans used and
How to Packaging select students result of process Review students selected packaging, to review and/ result of process for each packaging plan and those
Assess Financial Type of Group students to be selected for plans with the View Mass Packaging Errors students assigned to them
Award create Institutional No Select Students View Mass Packaging Errors and update or live mass packaging View Mass Packaging Errors packaged
Aid Need financial aid? (Batch) packaging selected students View Packaging Status Summary View Results by Plan Number of
packages? Aid? Insert ISIR Rows View Packaging Status Summary View Results by Students and review results View Packaging Status Summary View Mass Packaging Summary
Select Students Assign Plans Print Batch Process Messages View Results by Query Students Review anticipated aid
(CAN) Print Batch Process Messages Process Mass Packaging Print Batch Process Messages View Mass Packaging Details View Anticipated Aid Item Type
Mass Packaging Summary Report View Anticipated Aid by Term
Mass Packaging Detail Report
Review student's financial aid eligibility Review aid activity

and need information View by Date
View Mass Packaging Summary View Award Category Summary
Eligibility
View Mass Packaging Details View Term Award summary
and Need
Mass Packaging Summary Report View Award Earnings summary
Mass Packaging Detail Report Notify Student of
Create simulated mass View Work Study Approval
Financial Aid Associate packaging Review plans used and Need Summary Validation Award
Identify and select packaging, to review and/ Identify messages received as a View Campus Jobs
Officer Review students selected plans with the students assigned to them Decide if Generate Overaward Report
students - or live mass packaging result of process - Institutional Aid Review need to?
Yes and update - Institutional Aid selected students - - Institutional Aid Review awards that were packaged for View Award Activity
Institutional Aid and review results - View Mass Packaging Errors Details?
View Results by Students Institutional Aid View Results by Plan a student View NSLDS Loan Data
Select Students Institutional Aid View Packaging Status Summary
Assign Plans View Results by Query View Mass Packaging Summary Maintain User Edit Messages
Process Mass Packaging Awards
View Mass Packaging Details
Packaged
View Packaging Status Summary
Mass Packaging Summary Report
Mass Packaging Detail Report Identify educational resources
Assign departmental awards Identify Education Resources
Yes
Assign Departmental Awards
Review students who did not receive

Establish packaging criteria Assign awards to a student Students
Individual Departmental an award package in the mass Review Pell schedule test Process Pell schedule test
Assign Packaging Ratings and post Not
(Manually) Awards? packaging Pell Schedule Test Process Pell Schedule Test
Assign Packaging Variables Assign Awards to a Student Packaged
View Mass Packaging Errors
No
Review students
No Judgment? Identify students to include in Associate repackaging
Repackage selected for
repackaging plans to students
repackaging and update
Select Students to Repackage Assign Repackaging Plans
View Selected Students
Receive notification Award restricted Review aid awards and
Restricted of restricted award financial aid override decision with
Yes
Aid from Restricted Aid Make Award professional judgment
Committee Evaluate Ratings Invoke Professional Judgment
Review repackaging
Initiate repackaging Review processing results
plans and students
process View Batch Repackaging Summary
assigned to them
Process Batch View Batch Repackaging Details
View Assigned Plans
Repackaging View Batch Repackaging Errors
View Students by Plan

PeopleSoft Enterprise Notify Students of Awards
Review information
Receive about financial aid
Accept or decline award
notification of awards
Student Accept/Decline Awards
award View Financial Aid
Pending Financial Aid
Review self-service Review administrative

Assign self-service access Post self-service awards for awarding activity details
requests created by a
Self-Service to students in batch financial aid recipient View Batch Summary student
Assign Self Service Access Post Self Service Awards View Self Service Activity View Self Service Requests
View Self Service Status
Review settings for the

Review letter contents Process Loans
Group Forms Engine Request letter creation Reprint, if needed
Award Notification Summary
Letters Award Notification Defaults Award Notification Batch Award Notification Reprint
Award Notification Inquiry
Award Notification One-Up
Financial Aid
Accept, cancel, or
Officer Award and
decline awards per Process Pell
Package How to notify?
student's instructions Grants
Financial Aid
Perform Mass Action
Identify the students for the

Individual Identify the information to be Review summary of FAN
award notification letter Request the letter be printed Manage Work
Student included in the FAN letter letter
Select Award Letter Data Create Award Letter Data File Study
Letter Select Award Letter Data View Award Letter Data
View Mass Change Selection

PeopleSoft Enterprise Process Loans
No
Create the loan application data files

Review loan information
Identify students who Verify loan status or change in CRC or CL 4 format and transmit to Review loans on hold and
View CRC Loan Status Codes Check loan origination
accepted and determine Review errors in the Passed existing status to prepare loan loan servicers correct errors, release hold
View CRC Loan Participants records for errors Verify application tables
No eligibility and calculate loan validation process validation Yes for outbound transmission Process CRC Outbound Records and resubmit
View CL 4 Lenders Validate CL 4 Loans View CL 4 Application Records Place loan on hold
amounts, disbursement, etc. Validation Error Report process? Maintain Originated Loans Process CL 4 Outbound Records Loans on Hold Report
View CL 4 Loan Servicers
Maintain Originated Loans
Validate CRC Loans
Override Loan Status Outbound EC Agent
Process Hold and Release
Review Hold/Release Errors Update loan information
CRC Certification Request
Process Hold and Release accordingly
Rename Outbound Files
Review Exception Messages Maintain Originated Loans
Need
CommonLine
promissory note Yes
Yes
Loans
info?
Determine loan destination, Receive inbound loan applications
Review reconciliation reports
process level, and MPN status Review information for outbound from loan servicers Review processed loans
from the submitted promissory CL4 EFT Discrepancy Reports
origination files Inbound CRC XML Files received from loan servicers Need to
note Update and synchronize Loan Review and/or update CRC EFT Discrepancy Reports
Pending Response Report Process CRC Inbound Files Verify application tables Maintain Originated Loans initiate or have
transmission data rejected by No disbursement information CL4 Check Reconciliation Rpt
Enter Stafford Prom Notes Review CL4 File Transactions Inbound EC Agent View CL 4 Application Records Review CL 4 File Transactions received changes
Yes Loan Transmission Information servicer? Maintain CL Disbursements CL4 Certification Request Rpt
Enter PLUS Prom Notes CRC Document Management Process CL 4 Inbound Files CRC Document Management to loan?
Enter ALT Prom Notes CRC EFT Reconciliation Report
CRC Award Management Business Document Summary CRC Award Management
Maintain Student MPN Usage Rejected Application Report
Business Document Errors
View CL4 Stafford Prom Notes Review processed direct loan
View CL4 PLUS/Alt Prom Notes information
Origination Export 2003-2004
Create loan Origination Import 2003-2004
records for eligible Award Prom Note Import 2003-2004
students Includes? PLUS Credit Import 2003-2004
Process Loans Change Export 2003-2004
Financial Aid Change Import 2003-2004
Officer No
Disbursement Export 2003-2004
Disbursement Import 2003-2004
DLSAS Import 2004-2005
View Originated Loans
View Loan Application Status
Create direct loan promissory Create data for the loan View Origination Export
Manage Common View Origination Import
Originate the Stafford or PLUS Manage Common Origination note communication manifest once note is signed Create the loan application and
Override applicant information Receive inbound loan Origination and View Promissory Note Import
loans that have been accepted and Disbursement (COD) files Create PNote Communication and print transmit to loan origination center Reconcile
Need to on the application applications Disbursement (COD) files for View PLUS Credit Import Disburse
No and review results for direct loans Yes Print Promissory Note Generate Direct Loan Manifest Generate Direct Loan Data account No Review? View Change Export
override data? Override Loan Application Data Generate Phase-In Data incoming files Aid
Manage Direct Loan Application Generate Direct Loan Data View Promissory Note Review Manifest Batches Outbound EC Agent info? View Change Import
Override Processing Status Import Phase-In Data Import COD Response Data View Disbursement Export
View Loan Processing Actions View COD Data Create Signatures in Batch Print Manifest Report - PLUS Rename Outbound Files
View COD Data View Disbursement Import
Print Perkins MPN Print Manifest Report-Stafford
Review View Origination Export
Direct View Origination Import
promissory note
Lending View Promissory Note Import
info?
View PLUS Credit Import
No Yes View Change Export Create reconciliation reports
View Change Import Validation Errors Report
Review promissory note information View Disbursement Export
Yes View Promissory Note Actions Loans on Hold Report
View Disbursement Import
Review Promissory Note Actions View Origination Export Origination Export Report
View Origination Import Accepted Originations Report
Notify Student of View Promissory Note Import
Award Record cash receipts, Reconcile institutional records Origination Auth Report
Create Direct Loan School View PLUS Credit Import
drawdowns and return of with Loan Origination Center's Disbursement Exception Summary
Account Statement report View Change Export
excess cash records View Change Import
Rejected Originations Report
Generate DLSAS Report Inbound Errors Report
Manage DL Cash Transactions Manage DL Cash Transactions View Disbursement Export
View Disbursement Import PLUS Credit Decisions Report
View Disbursement Status Origination Changes Report
View Award Disbursements Change Pending Status Report
Rejected Changes Report
Disbursement Status Report
Disbursement Errors Report
Booking Status Report
Disbursement Booking Report
Generate Reconciliation Report

PeopleSoft Enterprise Process Pell Grants
Notify Student of Review application information

Award history
Institutional Detail 2000-2001
No Institutional Detail 2001-2002
View Prior Year(s) Application
Pell Grants View 2001-2002 Application
Review and analyze information
View 2001-2002 Application
Return Identify funds for return Track PW Disbursement
Title IV Yes Define Rules for Return Track TIV Funds Return
Funds? Create Worksheet Review Summary of TIV Return View Prior Year Verification
Return of TIV Aid Report View 2001 Verification Data Review Federal ISIR
View 2002 Verification Data information history
Originate the Pell View 2003 Verification Data Pre-2000-2001 ISIR History
payment No View 2004 Verification Data View 2000-2001 ISIRs
Originate Pell Payment View 2001-2002 ISIRs
View 2002-2003 ISIRs
Create FISAP reports View 2003-2004 ISIRs
Create Pell origination reports
Manage Pell grant data FISAP Report 2002-2003 Federal Detail 2000-2001
Transaction Status Need reports Manage funds
Generate Pell Phase-In Data FISAP Report 2003-2004 Review Direct Loan 2000-2001 Federal Detail 2001-2002
Manage Common Origination Origination Import and Export Manage Common Origination for Federal Fiscal Aggregate Summary Review
Import Pell Phase-In Data Yes FISAP Report 2004-2007 information history Federal Detail 2002-2003
and Disbursement (COD) files Origination Status and Disbursement (COD) files Campus-Based Fund Roster history?
Create Pell Data Request Manage Pell payment FISAP Report 2007-2007 Federal Detail 2003-2004
for Pell Originations by Batch for incoming files Programs? FA801 Award Data by Item Type View Origination Export
Review Pell Outbound Batches Manage Pell Payment FISAP Report 2007-2007 View Origination Import
Generate Pell Data Records With No Origination Import COD Response Data
View Pell Phase-In Outbound FISAP Report 2007-2008 View Promissory Note Import Disburse
View COD Data Originations by Action Code View COD Data
View Pell Phase-In Inbound View PLUS Credit Import Aid
Rejected Origination by Batch
View Pell Data Request View Change Export
Origination Acknowledgement
View Change Import
Create Pell year-to-date reports Review Direct Loan 2002-2003
View Disbursement Export
YTD Originations information history
View Disbursement Import
YTD Originations Errors
Financial Aid YTD Disbursements
View Origination Export
Officer View Origination Import
YTD Disbursement Errors View Promissory Note Import
Review YTD Records View PLUS Credit Import
View Change Export
View Change Import
Create Pell disbursement reports Review Direct Loan 2001-2002
Create Pell multiple reporting View Disbursement Export
Disbursement Records information history
reports View Disbursement Import
Disbursements by Batch View Origination Export
MRR by Batch
Rejected Disbursement by Batch Review? View Origination Import
MRR by Status
Disbursements by Status View Promissory Note Import
MRR Report
Disbursement Acknowledgment View PLUS Credit Import
Review MRR
Disbursements by Action Code View Change Export
View Change Import
View Disbursement Export Review Direct Loan 2003-2004
View Disbursement Import information history
Create Pell cash management
Origination Export 2003-2004
reports
Origination Import 2003-2004
Cash Management
Promissory Note Import 2003-2004
Reconciliation Report
PLUS Credit Import 2003-2004
Cash Summary
Change Export 2003-2004
Review Statement of Account
Change Import 2003-2004
Review Reconciliation
Disbursement Export 2003-2004
Print Grant ESOA
Disbursement Import 2003-2004
Review history
View Archived Direct Loan Data
View Archived Application Data
View Originated Loans

PeopleSoft Enterprise Manage Work Study
Managing work study requires integration

between the institution’s payroll department
and the financial aid office. Compensated
wages are tracked by payroll and can be
viewed within Financial Aid.
Identify work-study job

information for approved Review student’s work
Financial Aid Notify Student of
student and verify student has history
Officer Award
a posted work study award Workforce Job Summary
View Work Study Approval

PeopleSoft Enterprise Disburse Aid
Authorize aid Disburse aid

No
Disburse Aid Disburse Aid
Identify aid to be Review disbursement

Individual Override Review an individual
disbursed activities for particular
Online needed? student's award
Disburse Aid disbursement action
disbursement status
and status
View Disbursement
Yes View Loan Status
Authorize and disburse aid Status
Need to Reports
Process with overrides
Yes review
Loans Disburse Aid
info ?
with Override No Review
Create disbursement
Satisfactory
reconciliation report
Disburse Academic
Reconciliation Report
awards? Requirements
Process Pell Review a summary

Grants of the batch Process award authorizations
Group, Process disbursements
authorization Process Award Authorizations
Batch Process Disbursements
scheduled Authorization Failure Report
View Award Activity
Financial Aid
Officer

PeopleSoft Enterprise Review Satisfactory Academic Progress
Evaluate SAP
Create simulation data for a Review and update student Create SAP comments and
eligibility for Review SAP data
Disburse Aid student SAP details communications
selected students Review Report Data
Simulate Student Eligibility Maintain Student SAP Data Create SAP Communications
Process SAP
Financial Aid
Officer
Campus
Manage Campus
Services Services
Director

PeopleSoft Enterprise Calculate Tuition and Fees
Enroll in
Classes Review tuition Make inquiry to
Student Inquiry
and fees Yes Bursar's office
needed?
Account Inquiry Account Inquiry
No End
Bill Financial
Identify a student's Customer
optional fees
Yes
Assign Optional Fees
Override Optional Fees
Calculate tuition for a student
Optional Review fees after calculation
Tuition Calculation
fees to Student Review Fees After Calculation
Review Calculation Messages
calculate? Review Fees Prior to Posting
Equation Variables
Lock in tuition amount to

Set set the minimum amount of Tuition
No minimum Yes tuition or fees calculated
amount? Lock in Tuition Amount for?
Process Tuition Lock In Yes
Calculate tuition for multiple Review account history or Create tuition and fees reports,
students account summaries as needed
Bursar Group, Review fees after calculation
Calculate Tuition Review? Yes View Customer Accounts Fees After Calculation Report
Batch Review Fees After Calculation
No View Fee Calculation Messages View Corporate Accounts Fees Prior to Posting Report
Calculate Terms in Residency View Account Summary Tuition Calc Error Report
No
Perform
No Australian loan
processing?
Cancel or receive notification of
enrollment cancellation Identify group of students with Manage HELP, PELS, and HEC
Cancel Enrollment cancelled enrollment and Yes
loans
Review Enrollment Cancellation calculate tuition Maintain FEE-HELP Loan
Review Cancellation Messages Calculate After Cancellation Maintain OS HELP Loan
Report Cancellation Process Loan Determination
Process FEE HELP Determination
Review HECS Results
Process HECS Reconciliation
Commonwealth Assistance Notice
Financial Aid Advise and

Transition
Officer
Students

PeopleSoft Enterprise Bill Financial Customer
Request payment
No
arrangements
Student
Receive Is inquiry Ready Pay bill online
No Yes
bill needed? to pay? Make a Payment
Yes
No
Identify items in dispute and/ Adjust charges by removing Receive

or remove item from dispute Should item in dispute from Payments and
Determine
status charge be Yes account Provide
Payment Plan
Calculate Tuition Change Item Line adjusted? Reverse Charge Cashiering
and Fees Change Corporate Item Line Reverse Corporate Charge Services
Review student’s
Create an individual bill for
account details
all or some of a student's
Individual Student View Item Due
charges, instantly
View Item Line
Identify Student Charges
View Item
Create billing entries,

invoice, and/or print an Review account or invoice
Define parameters for
Identify items ready to invoice for students history or review invoices
Type of how to identify and bill
Group of Students be billed Generate Invoice printed
customer? students
Pending To Bill Items Print Invoice Review Invoice Provide bill to
Create Billing Request No
Produce Extract File Student Invoice Summary customer
Print Invoice Crystal
Bursar Cancel
Create billing entries, invoice
invoice?
and/or print an invoice for Review account or invoice Review organization’s
Define parameters for
corporate accounts history or review invoices account details Cancel invoice
how to identify and bill
Organizations Generate Invoice printed View Corporate Item Due Yes Cancel Invoice End
corporations
Print Invoice Review Invoice View Corporate Item Line Review Invoice Cancellation
Create Billing Request
Produce Extract File Review Printed Invoice View Corporate Item
Print Invoice Crystal
The student signs and Load VERWINFO

Send OLA The bank processes the
Create OLA forms returns the OLA forms to the payment file and
forms to OLA forms, produces
OLA or Print OLA Forms bank to notify bank of OLA post payments
students the VERWINFO, and
VERWINFO details and payments to be Load Verwinfo
sends the VERWINFO
deducted from bank account
to the institution
assigned
Institution Bank runs

Institution prints Students sign
OLA, process form by Create Clieop03 receivables Clieop03 file
Incasso form and return
Netherlands VERWINFO, or assigning to produce direct debits and transfers
and sends to Incasso form to
Clieop03? students to Create Clieop03 Receivables money to
students institution
payment plan institution

PeopleSoft Enterprise Determine Payment Plan
Enroll in payment plan

Student Enroll in Payment Plan
Calculate and post pre-

Link student to Review payment plan records
Payment Define payment plan payment schedule to
payment plan Review Results by Contract
Plan Create account
Assign Inquire Contract Assignments
Assign and Recalc
Link student to third-party

Type of Update third-party contract
Define third-party contract contract and post payment Review third-party contract
Bill Financial Third-Party payment schedule
payment plan schedule to account results
Customer Payment Plan calculations
Bursar plan? Create Assign Review Results by Contract
Assign and Recalc
Third Party Contract report
Link student to deferral

Define deferral contract
Deferral contract and post payment
plan
Contract schedule to account
Create Deferral Contract
Assign Deferral Contract

PeopleSoft Enterprise Receive Payment and Provide Cashiering Services
Review account summary and

provide payment (online, in
Review and grant
person, or check)
permissions
Student Account Inquiry
View Student Permissions
Payment Profile
Make a Payment
Review summary of items by

invoice and update invoice ID
Accept student payments and Assign waivers to apply
View Items by Invoice
Student post payment to student's Assign restricted credits to terms
Update Payment Invoice ID
Payment account Waivers other than the current term
View Corp Items by Invoice
Post Student Payments Assign Student Permissions
Update Corp Payment Invoice
Review payments and cashiering

Collect departmental receipts receipts
Post corporate payment and create General Ledger
Corporate Review Student Payments
to corporation's account interface to move the funds into
Payment Department Review Corporate Payments
Post Corporate Payments the department account
Receipts Review Department Receipts
Collect Department Receipts Review Check Cashing
Open cashier's office Payment Cashiering Approve Department Receipts Review Corporate Receipts
and register types services Close cash
Review? Review Student Receipts Reopen the cashier
Open Offices received? provided? registers, cashier,
Review Receipt Details offices, if needed
and cashiers office
Reopen Offices
Close Offices
Electronic Process electric check
Check Process Electronic Check Review balances by business day
Cash check for student
Cash Checks or customer Review Receipts By Date
Cash Checks Review Receipt Tender Flow
Review Totals by Deposit ID
Review Tender By Cashier
Process credit card transactions Review Tender By Register
Cashier Process Credit Cards Receipts By Business Date
Credit Cards Review Transaction Log Void a receipt
Void Receipts By Number Summary
Review Pending Transactions Void Receipts - Cashier
Receipts Receipts By Deposit ID Summary
Maintain ePayment Transactions Void Receipts All
Create accounting entries for Go To:

Replenish cash cashiering transactions "Record Transactions" to
Set up payroll deductions and Replenish Cash Replenish Cash Generate Cashiering Entries post to the General Ledger
collect payments from payroll Review Replenishment
Identify SA Deduction Codes
Payroll
Create Deduction Relationship
Deduction
Process SA Payroll Deduction From:
Create Deduction Transactions Process interim bank deposit "Record Transactions" send
Review Deduction Transactions without having to close registers posted transactions back
Interim
or the cashiering office
Deposit
Make Interim Deposits
Interim Deposit Detail
Review posted cashiering

transactions
Post Delayed Post delayed receipts Review Cashiering Entries
Receipts Post Receipts
Bill Financial Create and

Bursar Post Financial
Customer Distribute
Transactions
Refunds

PeopleSoft Enterprise Create and Distribute Refunds
Review processing messages

Electronic Check Distribute refund to third
Review Refund Messages
Or Credit Card party processor
Batch ePayment Refund
From: No Process ePayment Refunds
Details
"Teach Courses"
Receive notification that Review refund processing
Review and approve refunds
student dropped a class or messages Receive notification to approve
Verify Student Approvals
withdrew from term Create batch refunds Review Batch Refunds Approval refunds Distribution
Batch Yes Verify Corporate Approvals Calculate refund and post to
Create Refunds Review Batch Messages required? Process Refund Approval method?
Approve Student account
Report Batch Refunds Refund Approval Message Agent
Approve Corporate Student Refund
Report Batch Messages
Identify students requiring Request payroll interface Refund With Extra Amount Direct Print checks Confirm refund and update
Direct Deposit Load paysheets
refunds through payroll Request Student Job Data Designate Sponsor deposit or Check Produce Student Refund with check information
Or Check Load Paysheet Transactions
Create Student Job Data Request Payroll Interface Sponsor Refund check? Check Request Refund Update
Designate Corporate Sponsor
Batch or Corporate Sponsor Refund
Payroll online Create refund and Corporate Refund
Create an interface for online
refunds? post to student's Direct Deposit
Student student refund
account No
Produce Student Refund Check
Student Refund
From:
"Disburse Aid" Create electronic
Receive notification that transmittal file to transfer Print direct deposit
student requires The payroll method refund directly to student’s advice slips
Financial Aid refund involves creating and bank account Print Advice Forms
distributing refunds using Create Direct Deposit File
PeopleSoft Payroll for Create refund and
North America Corporate post to corporate
Corporate Refund Reverse refunds to students
or corporations
Type of Approval Reverse Student Refunds by ID
Online
refund? Yes Approve refund
required? Refund Student Refunds by Date
Refund via Corporate Refunds by ID
Payroll or Create refund for amount Corporate Refunds by Date
Refund Further
Payables? greater than the refundable
w/ Extra action
balance
Amount needed?
Receive Payments Refund With Extra Amount
and Provide Cancel refunds
Cashiering Post Financial
Cancel Cancel Student Refund
Services Services
Create refund to be issued to Cancel Corporate Refund
someone other than the Calculate refund and post to
student Create AP Interface info and
account
Refund,
Designate Sponsor provide to Accounts Payable to
Student Refund Review refund details
Other
Create or publish vendor or issue refund payment
Designate Corporate Sponsor Refund With Extra Amount Direct Print checks Confirm refund and update Review Student by ID
Bursar Direct Deposit voucher information to AP Review Student Vendors
Sponsor Refund Designate Sponsor deposit or Check Produce Student Refund with check information Review Student by Date
Or Check Review Corporate Vendors
The accounts payable Corporate Sponsor Refund Create Vendors and Vouchers Sponsor Refund check? Check Request Refund Update Review Sponsor Refunds by ID
method involves creating Review Voucher Data
and distributing refunds
Designate Corporate Sponsor Review Sponsor Refunds by Date
Create Vendors and Vouchers
through an interface with Corporate Sponsor Refund Review Corporate Refunds by ID
PeopleSoft Payables
No Student Vendor IDs
Corporate Refund Review View Corporate Refunds by Date
Review refund processing Direct Deposit Info Review Corporate Sponsor by ID
Review and approve refunds
messages Receive notification to approve View Corporate Sponsor by Date
Verify Student Approvals
Create batch refunds Review Batch Refunds Approval refunds Distribution Refunds by Date
Batch Yes Verify Corporate Approvals
Create Refunds Review Batch Messages required? Process Refund Approval method? Create electronic Completed Refunds by Date
Approve Student
Report Batch Refunds Refund Approval Message Agent transmittal file to transfer Print direct deposit Open Refunds
Approve Corporate
Report Batch Messages refund directly to student’s advice slips Individual Refunds
Batch or bank account Print Advice Forms Corporation Refunds
Accounts Payables online Create Direct Deposit File
refunds?
Create refund and No
Create an interface for online
post to student's
Student student refund
account Review processing messages
Produce Student Refund Check Distribute refund to third
Student Refund Electronic Check Review Refund Messages
Or Credit Card party processor
Batch ePayment Refund
Process ePayment Refunds
Details
Create refund and

Approval
Corporate post to corporate Yes Approve refund
required?
Corporate Refund
Type of
Online
refund?
Create refund for amount
Refund
greater than the refundable
w/ Extra
balance
Amount
Refund With Extra Amount
Create refund to be issued to

someone other than the
student
Refund,
Designate Sponsor
Other
Designate Corporate Sponsor
Sponsor Refund
Corporate Sponsor Refund

PeopleSoft Enterprise Post Financial Transactions
Review information and select

Receive Payments posting action (approved or
Receive
and Provide not approved)
returned check
Cashiering Services Approve Corporate Groups
Approve Student Post Group
Post Group Approvals
Reverse individual's or
corporate account payment
Payment
Reverse Payment
Reverse Corporate Payment
Reverse Type of
Need transaction to
Payment or
to? reverse?
Charge
Reverse individual's or
Go To:
corporate account charge Create accounting entries for
"Record Transactions" to
Charge Reverse Charge financial transactions
post to the General
Reverse Corporate Charge Generate Accounting Entries
Ledger
Create Charges Reverse Groups
From:
Record a single transaction
Review consolidated single "Record Transactions" send
Method for Single for a student or a corporation
transactions posted transactions back
posting? Transaction Post Student Transaction
Review Posting Information
Post Corporation Transaction
Bursar
Review posted financial
transactions
Review Accounting Lines
Review group processing
information and create posting
Create group of payments or reports
Review and revise transactions Request group Create trial balance
charges for students or Group Post - Suspended
Group of Review Transactions posting and identify reports
corporations Group Summary
Transactions Correct Transactions approvals for posting By Account
Create Group Data Entries Daily Activity
Create Group Corp Data Entries
Correct Corporate Transactions Post Transactions
Daily Posting Reverse By Student
No
Group Detail interface? By Student Item
Account Audit Statement Report By Corporate Account Report
By Corporation Taxes
By Corporate Item
Receive transaction information Yes
from external sources; review and
External
update, as needed
File Load Reverse GL Interface
External Files
Review Suspended Transactions Reverse GL Interface
Purge? No
Create and
Distribute Refunds
Yes Consolidate the
transactions into one
posting group
Purge Posting Table
Collect Overdue
Credit Manager Accounts

PeopleSoft Enterprise Collect Overdue Accounts
Review write-off information

Apply payment
Reverse and reverse it
Apply Payment Apply Payment Yes
write-off? Reverse Student Write-Off
Payment Shuffle
Reverse Corporate Write-Off
Place hold on student

Hold account
Process Credit History
Identify items in dispute and/ Adjust charges by removing

or remove item from dispute Should item in dispute from
Review credit history Dispute status charge be Yes customer/corp account
Review customer in collection
Update collection letter Review the history of the status and create worklist
Process Credit History Change Item Line adjusted? Reverse Charge
information and create collection customer, contact the Create collection Review Credit History Change Corporate Item Line Reverse Corporate Charge
Create worklist for collectors Initiate customer contact Customer Customers in Collection
letters customer and/or record contact agreement, create One Customer Report
Customer Assign Customers to Worklist Begin Customer Collection Customer Collection Worklist
Dunning Letter Content activity Later payment schedule and All Customer Report
Put Customers in Collection Update Customer Collection Customer Collection CI
Generate Dunning Letters View Customer Collection Data post to the account Customer Report by Account
Letter Generation View Customer Collector Queue Collection Agreement Create trial balance reports
Identify classes, session,
Place customer or Prepare for account By Account
Collect How to or term enrollments to be
Credit Manager corporation in Customer Customer Review enrollment cancellation Review enrollment cancellation reconciliation by By Student
funds now or deal canceled due to non-
collection type? type? Cancel processing messages information validating referential By Student Item
later? with the payment of fees
Process Collections Review Cancellation Messages Review Enrollment Cancellation integrity By Corporate Account
Account? Enrollment Deposits
Review the history of the Validate Tables By Corporation
Update collection letter Cancel Enrollment
Initiate customer contact for collection customer, contact the By Corporate Item
Create worklist for collectors information and create letters Obtain Review corporate credit
the corporate account customer and/or record contact Review corporation in
Corporation Put Corporations in Collection Dunning Letter Content commitment for history
Begin Corporate Collection activity Now collection status and create
Assign Corporation to Worklist Corporate Dunning Letter a promise to Process Credit History
Update Corporate Collection View Corporate Collection Data worklist
Letter Generation pay Corporation Review Corp Credit History Identify a customers whose
View Corporate Collector Queue Corporations in Collection
One Corporation Report accounts are write-offs Process write-offs
Corporate Collection Worklist Write-off
All Corporation Report Post Student Write-off Run Write-off Process
Corporate Collection CI
Corporate Account Report Post Corporate Write-off
Post and review late fees

Late Fees Processing
Late Fees Processing-Billing
Review Student Late Fees
Review Late Fees-Billing
Post Late Fees
Review Late Fee Messages
Review Corp Late Fees
Review Corp Late Fees-Bill
Review Corp Late Fee Messages
Late Fees Report
Post
Bursar Financial Transactions
Manage Campus
Campus Services
Services
Director

PeopleSoft Enterprise Report Taxes
Print 1098-T form

Create 1098-T data for
Update 1098-T Review 1098-T data Revoke 1098-T consent and create
reporting tuition and
1098-T data for student for student for student, if needed electronic
expenses for student
Edit 1098-T Data Review 1098-T Data Revoke 1098-T Consent transmission file
Generate 1098-T
1098-T Form Print
Create data
Review and
related to
validate T4A
scholarship
T4A student income
income to produce
balances
T4A slips
Review T4A Data
Generate T4A
Create T2202A
Create job data to data to report Print T2202A tax
Edit T2202A data
Post Financial prepare for tax tuition and offsets information on Extract T2202A JetForm File
Type of tax? T2202A for student
Transactions processing of tuition for preprinted forms Create T2202A Extract File
Edit T2202A Data
Create Student Job Data students Print T2202A
Generate T2202A
Bursar
Create receipts
Receipts Generate Donation Receipts
Generate Tax Receipts
Create tax reports

Batch Message Inq/Print
1098-T Audit Report
Reports 1098-T Form Print
GST Tax Summary Report
Individual GST Tax Detail
Organization GST Tax Detail
Manage Campus
Services
Campus
Services
Director

PeopleSoft Enterprise Manage Campus Services
Admissions Admit
Student Enroll
in Classes

Services
Receive Negotiate Rental

Determine Meal Renew for New
Housing Officer Applications for Assign Housing Agreements
Plans Term
Housing and Payments
Provide
Publication Provide Inter- Acquire and Provide Digital Manage
Librarian Catalog Library Lending Manage Media Media Knowledge
Lending
Manage Personal
Information
Manage SEVIS
Manage
Checklists,
Campus Communications,
Services and Comments
Director
Manage Service
Indicators
Manage
Organization and
Committee
Information
Manage Campus
Event Planning

PeopleSoft Enterprise Manage Personal Information
Admissions Admit
Students
Coordinator
Enroll
Student in Classes
Manage Financial
Bursar Services
Add or update biographical

data for a person
Addresses
Seasonal Addresses
Phones
Ethnicity
Record immunizations,
Languages Record identification Record accomplishments,
health history and exam
Religious Preferences information about a person athletic participation and
results for a person Manage ID of a person
Decedent Data Citizenship and Passport activities for a person
Accommodation Data ID Change
FERPA Visa Permit Data Honors and Awards
Immunizations and Health ID Delete
Person FERPA Quick Entry Driver's License Data Licenses and Certificates
Impairment AUS ID Change/Delete Process Log
Review FERPA Display External System ID Memberships
Audiometric Exam ID Delete Control
Relationships Residency Data Publications
Eye Exam Update ID Type
Relations with Institution Photo Athletic Participation
Physical Exam
Person-to-Person Summary PIN Extracurricular Activities
Respiratory Exam
Names
Emergency Contacts
Work Experience
Communication Preferences
Search for existing name Student Data AUS
and address for person Apply Seasonal Addresses
or student; add or Update Linked Addresses Manage the National Student
update, if found Index
Search/Match Request NSN
Campus Person or
Extract NSI Data
Address Search
Services student?
Add/Update a Person Load NSI Data
Director Search/Match Post NSI Data
Address Search Purge NSI Suspense Table
Add/Update a Person Add or update biographical NSI Change Notification
data for a student NSI Suspense
Addresses NSI Additional Data
Seasonal Addresses
Phones
Ethnicity NZL
Record immunizations,
Languages Record identification Record accomplishments,
health history and exam
Religious Preference information about a student athletic participation and
results for a student
Decedent Data Citizenship and Passport activities for a student
Review student Accommodation Data
Student Data AUS Visa Permit Data Honors and Awards
information Immunizations and Health
Student CHESSN Data Driver's License Data Licenses and Certificates NZL or NLD? No End
Student Services Impairment AUS
FERPA External System ID Memberships
Center Audiometric Exam
FERPA Quick Entry PIN Publications
Eye Exam
Review FERPA Display Photo Athletic Participation
Physical Exam
Relationships Residency Data Extracurricular Activities
Respiratory Exam NLD
Work Experience
Relations with Institution
Person-to-Person Summary
Names
Emergency Contacts Register student GBA
Apply Seasonal Addresses reporting names
Update Linked Addresses Student GBA Names NLD

PeopleSoft Enterprise Manage SEVIS
Admissions Admit
Enroll
Student in Classes
Manage Financial
Bursar Services
Manage I-20 forms

I-20 Form
View I-20 Form
Process F/M alerts and
exceptions
Process SEVIS Alerts - F/M
Select Alerts to Report - F/M
Export SEVIS Events - F/M
Full Course Exceptions
External Full Course Exception
Full Course Exception Load
Manage DS-2019 forms
DS-2019 Form
Process J alerts
Campus Process SEVIS Alerts - J
Determine?
Services Select Alerts to Report - J
Export SEVIS Events - J
Director
Import and maintain SEVIS
Import Process
Import Results
SEVIS ID Maintenance
SEVIS Master
Update personal information
Add/Update a Person
Citizenship/Passport Data
Driver's License Data
Visa/Permit Data
Review SEVIS Information Search/Match
Passport/Visa Expiration Dependent Search
Citizenship/Country/Visa Audit
Employment Authorizations
View SEVIS Events History
SEVIS External System Export

PeopleSoft Enterprise Manage Checklists, Communications, and Comments
Admissions Admit
Enroll
Student in Classes
Manage Financial
Bursar Services
Manage person checklists

Checklist Management – Person
Item Update - by Item
Item Update - by Person
Person Checklist Detail
Person Checklist Summary
Person Tracking Inquiry
Person Tracking Summary
Process checklists Run 3C Engine

Set up Checklists Manage organization checklists
Item Update – Automated 3C Engine Trigger Results
Checklist Item Functions Table Checklist Management - Org
Update Checklist Item-by Item Event Definition
Checklist 3C Groups Org Checklist Detail
Checklists Mass Change Group Event 3C Groups
Checklist Table Org Checklist Summary
Mass Change Definition Run 3C Engine
Checklist Item Table Org Tracking Inquiry
Run Mass Change Trigger Definition Trigger
Tracking Group Table Org Tracking Summary
Mass Change Results Prompt Table
Manage event checklist

Checklist Management - Event
Event Checklist Summary
Campus
Services
Director
Determine?
Manage person
communications
Communication Management
Communications Communication Summary
Define communications Communication Detail
Communication 3C Groups Communication Letter Data
Communication Category Table Create letters and emails for
Make mass changes
Communication Context Table communications
Communication Speed Key Table Letter Generation
Manage organization Mass Change Group
Standard Letter Table CS Communication Generation
communications Run Mass Change
3C Engine Trigger Results
Communication - Organization Mass Change Results
Run 3C Engine
Org Communication Summary
Org Communication Detail
Org Communication Letter Data
Review comments information

Organization Comment Detail
Define comments Manage comments Run 3C Engine
Organization Comment
Comments Comment 3C Groups Organization Comment Entry 3C Engine Trigger Results
Summary
Comment Category Table Person Comment Entry Run 3C Engine
Person Comment Detail
Person Comment Summary

PeopleSoft Enterprise Manage Service Indicators
Admissions Admit
Students
Coordinator
Enroll
Student in Classes

Services
Manage service indicators for

a person
Mass Assign
Person
Mass Release
Manage Service Indicators
Audit Service Indicators
Campus
Services Manage service indicators for
an organization
Director
Manage Service Indicator Org
Determine? Organization
Audit Service Indicators Org
Mass Assign
Mass Release
Manage service indicators

for a student
Student
Audit Service Indicator
Mass Assign
Mass Release

PeopleSoft Enterprise Manage Organization and Committee Information
Admissions Admit
Enroll
Student in Classes

Services
Create/maintain organizations
ATP Messages
ATP Suspense
EPS Messages
EPS Suspense
Organization Affiliation
Define organization data
Organization Contacts
Contact Type Table
Organization Departments
EPS Market Code Table Review organizations
External Organization Codes
EPS Zip to Market Code Organization Contacts Summary
Organization Locations
No Ext Org Code Type Table Organization Dept. Summary
Search for Organization
External Subject Table Organization Groups Summary
Organization Table
External Term Organization Location Summary
Organization TS130 Setup
Organization ID Delete Control
School Course Classification
Organization Group Table
School Subject Maintenance
Change Organization ID
Delete Organization ID
Organization Load? Contact Type Preferred
Organization School Data
External System ID
Campus
Services
Director
Load organization data

Determine? ATP Load External Data
ATP Purge Suspense File
Yes ATP Search/Match/Post
EPS Assign Organization
EPS Load External Data
EPS Purge Suspense File
Manage committees
Student Committee Type/Role
Manage Committees

PeopleSoft Enterprise Manage Campus Event Planning
Admissions Admit
Students
Coordinator
Enroll
Student in Class

Services
Define event tables Update biographical

Review event information
Event Template information about a Manage event
Manage events Manage meetings Campus Meeting Details
Event Type Table person attendance
Events Meetings Event Summary
Resource Code Table Add/Update a Event Attendance
Person Event Summary
Staff Code Table Person
Campus
Services
Director

PeopleSoft Enterprise Academic Management
Evaluate
Registrar Schedule Courses Plan Academic
Academic
and Resources Programs
Programs
Teach Courses
Instructor

PeopleSoft Enterprise Schedule Courses and Resources
Schedule
Create Course Create Class Plan Academic
Registrar Instructors and
Catalog Schedule Programs
Adjust Classes

PeopleSoft Enterprise Create Course Catalog
Identify course details, Review catalog and course enrollment

equivalencies, and Define enrollment requirements details
Print course catalog
assignments Enrollment Requirement Groups Catalog Summary Review course catalog
Print Course Catalog Create Class Schedule
Course Catalog Enrollment Requirements Enrollment Requisite Summary Course Catalog Search
Enrollment Advisement Report
Course Equivalencies Enrollment Course Lists Enrollment Requirement Summary
Define Course Assignments Course List Summary
Registrar

PeopleSoft Enterprise Create Class Schedule
Copy schedule from prior term

Schedule Instructors
Yes Copy Prior Term’s Schedule No and Adjust Classes
Copy/Update Workload Process
Review the Is
Create Course schedule of previous
Catalog classes term’s schedule
Class Search useful?
Identify dynamic dates, class
permissions, and combined
Registrar sections
Update the Locate a facility for the Identify the exam schedule
Class Section Dynamic Dates
Identify schedule for Manage schedule of classes schedule of classes class for each class
Generate Dynamic Class Dates Are fees
No class data with course catalog Search For a Facility Exam Code Table
Dynamic Class Dates Table needed?
Schedule New Course Maintain Schedule of Classes changes Class Facility Usage Exam Code Table Report
Class Permissions
Course Roll Class Event Table Generate Exam Schedule
Generate Add Permissions
Combined Sections Table
Identify Combined Sections
Associate fees with classes

Yes
Fee Classes
Class Fees
Class Fees Modal
Course Fees
Course Fees Modal
Bursar Class/Course Fees Rollover

PeopleSoft Enterprise Schedule Instructors and Adjust Classes
Review course offerings

Offer changes, if
and schedules
Instructor needed
My Class Schedule
Identify instructors for each Track instructor's workload and Receive

course schedule notification of Identify details for class Identify any necessary changes Print copy of Dispense
Create Class Plan Academic
Registrar Instructor/Advisor Table Instructor Term Workload academic and/or meetings Adjust Class Associations scheduled classes schedule of
Schedule Programs
Instructor/Advisor Report Copy /Update Workload Process administrative Schedule Class Meetings Update Sections of a Class Print Class Schedule classes
Instructor/Advisor Role Table Instructor Schedule change

PeopleSoft Enterprise Plan Academic Programs
Review Active
Academic
Programs
Determine
Research other
Registrar Schedule Courses Academic
Institution's
and Resources Requirements and
Programs
Course Offerings
Assess Budget
Allocations and
Constraints
Teach Courses
Instructor

PeopleSoft Enterprise Determine Academic Requirements and Course Offerings
Faculty Identify new or drop-in Create student

advisees and review advisement report
Advisor advisee information Student Advisement
View Advisees' Information Report
Authorize student exceptions Teach Courses

Review prior Authorize Student Exceptions
course catalog,
requisite groups,
and equivalency
groups for Identify course substitution
courses Create Course Substitution
Instructor
Determine course
requirements,
course offerings
and enrollment
requirements for
new instructional
period
Review Active
Academic Create requirement reports
Programs Review academic requirement
Identify course list Define Report Identifier
Identify entity group type information, if needed
description, and Database Tables Identify 'what-if'
and items Academic Requirement Groups Action to
details Academic Requirement information
Define an Entity Group Define Academic Requirements take?
Define Course Lists No Academic Requirement Group Set Up "What if" Data
Academic Course Lists
Reverse Engineering
Academic Requirements
Identify details for the Miscellaneous Reports
Research other requirement
Can
Institution's Define Academic Requirements
groups share
Programs Define Requirement Usages
Registrar Courses?
Define Requirement Groups
Identify condition Cum. Grade Point Average
Identify set of requirement
specifications Yes Identify institution, career,
groups that can share
Define Dynamic Condition program, plan, and sub plan
courses
Define Condition Processes Academic Requirement Groups
Define Course Share Sets
Assess Budget
Allocations and
Constraints

PeopleSoft Enterprise Teach Courses
Issue Mid-Term
Grades and
Create Deficiencies
Plan Academic Consolidated
Programs Enrollment
Registrar Statistics
Evaluate
Manage End of
Academic
Term Activities
Programs
Issue End of Term

Grades
Instruct Courses Evaluate Work
Instructor
Track Attendance
Go to: Advise
Faculty Advisor and Transition
Students

PeopleSoft Enterprise Instruct Courses
Registrar Create
Consolidated
Enrollment
Statistics
Instructor Create assignments and due

Receive and review class Define assignments for a
Review class dates
schedule course Evaluate
roster Gradebook
My Class Schedule Define Course Assignments Work
Class Roster Gradebook – Class Grades
My Weekly Schedule Gradebook Category
Gradebook – Class Activity
Track
Attendance
Provide
Enroll in Review assignments
Attend classes Perform work completed work
Classes View My Assignments
Student to instructor

PeopleSoft Enterprise Create Consolidated Enrollment Statistics
Veterans Create Veterans Report

Report Veterans Report
Create consolidated statistics

Review consolidated Create National Student
Process Consolidate Statistics Evaluate
Plan Academic academic statistics NSLC Clearinghouse (NSC)
Registrar Define Statistics Type Create? Academic
Programs Student Consolidated Stats Report Report
Define Statistics Period Programs
Mass Consolidated Statistics NSC Report
Special Stats Calc Routine
Create extract file for

OLAP OLAP database to do
Extract manipulations for
File institutional research
Build SR Cube
Instruct
Courses
Instructor

PeopleSoft Enterprise Track Attendance
Create attendance data for a

For Class class
Attendance Roster By Class
Create attendance data for a Create attendance rosters for

How to track
Registrar For Class Meeting class meeting multiple classes in a term
attendance?
Class Attendance By Template Generate Attendance Roster
Create attendance data for a

For Student ID student
Attendance Roster By Student
Instructor Instruct Monitor class attendance using

Courses Update class rosters,
desired criteria
as needed Evaluate
Attendance Roster By Class
Class Roster Work
Class Attendance By Template
Print Class Roster
Attendance Roster By Student
Student Attend classes

PeopleSoft Enterprise Issue Mid-Term Grades and Deficiencies
Create an individual letter

Create mid-term grade Create report that identifies
Post grades to informing each student about
roster by subject, class Print grade roster Notify students of grades students with deficient mid- Manage End of
Registrar Print roster? Yes student's records deficient grades
or organization Print Grade Roster Gradebook term grades Term Activities
Grade Post Letter Generation
Create Grade Rosters Mid-Term Deficiency Report
Run 3C Engine
No
Identify mid-term grades

Grade Roster
Evaluate
Instructor Work
Identify mid-term grades,
self-service
Gradebook
Receive mid-
Receive mid-term
term grades and
grades
deficiencies'
View My Grades
report
Student

PeopleSoft Enterprise Issue End of Term Grades
Create a final grade letter

for students and
Create end of term Review results of Perform grade review notification of grade lapse
Update incomplete
Registrar grade roster by Post final grades to Notify students of Create Grade the grade lapse process and create or incompletes
Print grade roster work Manage End of
subject, class or Print roster? Yes student's records grades Lapse report report to determine grade reports Grade Post
Print Grade Roster Grade Lapse Term Activities
organization Grade Post Gradebook Grade Lapse incompletes Grade Review Grade Lapse
Student Incomplete
Create Grade Rosters Student Incomplete Student Grade Report Student Incomplete
Letter Generation
Run 3C Engine
No
Identify final grades

Grade Roster
Evaluate
Instructor Work
Identify final grades, self-

service
Gradebook
Receive final
grades' letter and Complete
Student Receive final grades notification of grade incomplete
View My Grades lapse or work
incompletes

PeopleSoft Enterprise Manage End of Term Activities
Review a summary of a student's

Enrollment
enrollment information
Summary
Enrollment Summary
Issue Mid-
Term Grades
and
Deficiencies Review statistics for all terms
Student
that a student has been active
Terms
Student Term Search
Registrar Update student's GPA or

View Request process to update honors, Identify academic Calculate Identify any service Evaluate
unit changes as a result of
which awards and academic standing honors and awards academic standing restrictions Academic
repeating a class
statistics? Acad Standing/Honors & Awards Honors and Awards Term History Service Indicators Programs
Repeat Checking
Review grades for a student
Student within a term or consolidate
Grades academic statistics for groups
Student Grades
Issue End of
Term Grades
Review a student's academic

status, term statistics, external
Status study programs, and
demographic data
Student Consolidated Stats
Advise and Transition

Students
Faculty Advisor

PeopleSoft Enterprise Institutional Advancement
Prospect Cultivate
Manager Constituents
Manage
Development
Contributor
Officer Relations
Manage
Fundraising
Programs
Fundraising
Manager

PeopleSoft Enterprise Cultivate Constituents
Prospect Determine
Identify Gather Constituent Assess and Rate Create Prospect
Constituent
Manager Constituents Information Prospects Strategy
Relationship
Manage
Contributor
Relations
Development
Officer

PeopleSoft Enterprise Identify Constituents
Add Alumni constituent

Add or update information Identify person's
types to graduates, if Review profile
about a person biographic information Update linked addresses
Peron needed information
Add/Update a Person Addresses Update Linked Addresses
Graduates to Alumni Person Profile
Update Constituent Attributes Electronic Addresses
Constituent Types
Identify location, Review summary

Search for existing records
Identify the organization department and contact information Review the Determine
for constituent Need to
Organization Organization Table Locations Location Summary organization's profile Constituent
Search/Match add?
Update Constituent Attributes Departments Contact Summary Organization Profile Relationship
Search for Organization
Contacts Department Summary
Prospect
Manager
Identify members of workset
Group of and those to be joined
Constituents Manage Worksets
Join Worksets

PeopleSoft Enterprise Determine Constituent Relationship
Identify relationship between

Two People two people
Relationships
Identify relationship from a

From Person to
person to an organization
Organization
Person to Org Relationships
Identify person's work

Person's Work experience
Experience Work Experience
Work Experience History
Identify relationship
Between Two
between two organizations
Organizations
Org to Org Relationships
Identify type of
Prospect Identify Relationship Gather Constituent
constituent
Constituents type? Information
Manager Constituent Types
From Identify relationship from an

Organization organization to a person
to Person Org to Person Relationships
Review list of employees

Employee List
Employee List
Review person's relationships

Person
with other people and
Relationship
organizations
Summary
Relationship Summary
Review org's relationships with

Org Relationship
other people and organizations
Summary

PeopleSoft Enterprise Gather Constituent Information
Identify personal
Identify communication
attributes
Identify academic Describe type of preferences, manage service
Names Update or review information for a
Person/ information involvement, category indicators and review FERPA
Photo group of constituents
Group of Persons Class Year and dates occurred Communication Management
Religious Preference Person Profile - Workset
External Degrees Involvement Manage Service Indicators
Decedent Data Giving Profile - Workset
FERPA Display
External System ID Service Indicators - Workset
Class Year - Workset
Involvement - Workset
Work Experience - Workset
Determine Academic Information
Person or Involvement Summary
Constituent
Org? Constituent Type Summary
Relationship
Yes Organization Profile
Prospect Organization Financial Info
Manager Identify organization's Employee List
Identify organization's Identify organization's service Identify organization's Update Volunteer History
participation
Organization/ communication indicators matching gift rules info for large Involvement Summary
Involvement
Group of Orgs Organization Communication Manage Service Indicators Matching Rules groups of
External System ID
Org Communication Summary Org View Matching Rules records?
Organization Financial Info
Yes
Update or review relationships for
a group of constituents
Constituent Types - Workset
No Relationship Summary - Workset
Org Relationship summary -WS
Review Create list of

involvement Yes involvement records
roster? Involvement Roster
No
Assess and Rate

Prospects
Create biographic profiles Review constituent details

Development Bio-Bit Report - Person Person Profile
Officer Bio-Bit Report - Organization Involvement Roster
Bio-Bit Report - Workset Organization Profile

PeopleSoft Enterprise Assess and Rate Prospects
Review biographic information

View Addresses
Work Experience History
Academic Information Summary
Constituent Type Summary
Person Profile
Review person's
communication
Communication Summary
Communication Detail
Communication Letter Data
Search for
existing
constituent Review constituent's
Search/Match participation
Involvement Summary
Membership History Determine giving capacity of a
Volunteer History Identify assets owned by a Create ratings used Identify giving interests for Review prospect's prospect or group
Person Event Summary prospect or group to qualify prospect prospect or group philanthropic interests Personal Asset Summary
Audience History Person
Personal Assets or group Giving Profile Philanthropic Interests Personal Asset Summ - Workset
Personal Assets - Workset Ratings Giving Profile - Workset Philanthropic Interests - WS Rating Summary - Workset
Rating Summary
Prospect Review person's information
Person Giving Profile
Manager
Membership Benefit History
View Names
View Phones
View Electronic Addresses
Gather Review
Rate
Constituent what
type of
Information summaries?
prospects?
Review information about

organizations Create ratings used to
Determine giving capacity
Organization Profile Assess financial qualify organization Identify giving interests Review organization's
of a prospect or group
Relationship Summary Org information prospects for organizations philanthropic interests
Rating Summary - Workset
Employee List Organization Financial Info Ratings - Org Giving Profile - Org Philanthropic Interests - Org
Organization Rating Summary - Org
Giving Profile - Org Rating Summary - Org
Search for existing
Involvement Summary
organization
Membership History
Search for
Audience History
Organization
Membership Benefit History
Manage Service Indicators Org
View Matching Rules Create Prospect
Organization Foundation Info Strategy
Review Organization Foundation
Foundation Summary
Review constituent
Review prospect information
information
Strategy Summary
Person Profile
Clearance Summary
Involvement Summary
Personal Assets
Membership History
Ratings Summary
Audience History
Person (via Self-Service) Philanthropic Interests Review organization
Event History Review organization prospect
Donor Appreciation Summary constituent information
Development Volunteer History information
Planned Giving Profile Organization Profile
Officer Relationship Summary Strategy Summary
Action Summary Relationship Summary
Communication Summary Action Summary
Contact Report Summary Involvement Summary
Comment Summary Contact Report Summary
Prospect Assignments Membership History
Checklist Summary Clearance Summary
Employee List
Ratings Summary
Audience History
Organization (via Self-Service) Philanthropic Interests
Communication Summary
Donor Appreciation Summary
Comment Summary
Prospect Assignments
Checklist Summary

PeopleSoft Enterprise Create Prospect Strategy
Manage
Contributor
Relations: Create
Contact Reports
Review contributor relations staff
Staff Roster by institution
View Staff Roster
Assign multiple prospects to

staff member, unit or volunteer
Mass Staff Assignments
Multiple Mass Unit Assignments
Specify criteria to list resources
Prospects Mass Volunteer Assignments Review summary of the
Assignments assigned to prospects for a Create an overall
Mass Assign Staff – Workset prospect's strategies and
by Role particular role and create report cultivation strategy for a
Mass Assign Unit – Workset Individual actions linked to overall
Role Assignments prospect
Mass Assign Volunteers - WS strategy
Strategy - Person
Strategy Summary-Person
Review resources assigned to Create an overall

Assign individual prospect or Review summary of the
Resources prospect for cultivation Create cultivation strategy
Prospect Assess and Rate Group or Individual group Review Group of prospects’ strategies and
Assigned Prospect Assignments strategy for a group of
Prospects individual? Prospect Assign Prospect Resources what info? Constituents actions
Manager Prospect Assignments - Workset for? individuals
Assign Resources - Workset Prospect Assignments - Org Strategy Summary-Workset
Strategy - Workset
Review summary of the

Create an overall
Review individual resource prospect's strategies and
Prospects cultivation strategy for an
assignment Org actions
Assigned/ Individuals organization
Assign organization prospect to Resource Assignments Strategy Summary--
Organization Strategy - Organization
staff member, unit, or volunteer Organization
Prospect
Assign Prospect Resources Org
Development Review actions Create or update Manage

Review all actions
Officer requiring attention prospect strategy Contributor
My Action Plan
My Reminders Add/Update a Strategy Relations

PeopleSoft Enterprise Manage Contributor Relations
Prospect Cultivate
Manager Constituents
Membership Manage
Manager Memberships
Record and Track

Donor
Appreciation Items
Identify Cultivation Record Manage Planned

Development Cultivate and/or Create Contact Decide
and Solicitation Completion of Giving
Officer Solicit Reports if need to?
Action Items Actions Commitments
Recognize
Constituents
Manage
Fundraising
Programs
Fundraising
Manager

PeopleSoft Enterprise Identify Cultivation and Solicitation Action Items
Receive
invitation or
Constituent
appeal
Identify communication vehicle,

e.g., information package about
planned giving opportunities,
Event Communication
invitation to join alumni club,
letter asking volunteer to lobby
on behalf of the institution, etc.
Record
Completion of
Actions Create an action for
multiple prospects at
Type of For Multiple
Development one time
appeal? Prospects
Officer Mass Actions
Mass Actions - Workset
Review actions that are

Approve prospect for
resource’s responsibility
cultivation related to an Review clearances Cultivate and/or
Implement To Do List - Staff
initiative or strategy View Clearance Action? Solicit
Prospect Plan To Do List - Unit
Clearance View Clearance - Organization
To Do List - Volunteer
Clearance - Organization
Create new action for

For Individual
an individual prospect
Prospects
Actions - Person
or Orgs
Actions - Organization
Create or update
prospect action
Add/Update an Action
Cultivate
Prospect Constituents
Manager

PeopleSoft Enterprise Record Completion Actions
Review the planned date, completed

Identify an action
date, and action description of each Need to
status as complete
Cultivate and/or action created for a prospect record actions Create Contact
and record the result No
Solicit Action Summary - Person for the next Reports
Actions - Person
Development Action Summary - Org step?
Actions - Org
Action Summary - Workset
Officer
Yes
Identify Cultivation
and Solicitation
Action Items
Complete an action
for a donor prospect
Complete an Action

PeopleSoft Enterprise Create Contact Reports
Membership Manage
Manager Memberships
Record and Track

Donor
Appreciation Items
Cultivate
Constituents:
Create Prospect
Record contact report or Review the contact report for a Strategy
Record report detailing the results prospect Update
Decide if
Completion of of a particular action Contact Report Summ - Workset Prospect
need to?
Actions Actions - Person Contact Reports - Organization Strategy
Actions-Org Contact Reports - Person
Manage Planned
Giving
Development Commitments
Officer
Recognize
Constituents
Recognize
Constituents
Complete and send

contact report for prospect
Complete Contact Report

PeopleSoft Enterprise Record and Track Donor Appreciation Items
Development
Officer
Record information regarding

appreciation items given to Review list of items
Create Contact and donors Donor Appreciation Summary
Action Reports Donor Appreciation Donor Appreciation Summ - Org
Donor Appreciation - Org Donor Appreciation Summ - WS
Donor Appreciation - Workset
Manage Fundraising
Programs
Fundraising
Manager

PeopleSoft Enterprise Recognize Constituents
Receive
Constituent recognition
Review summary information about

a person
Biographic Profile
Person Profile
View Addresses
Work Experience
Person
Involvement Summary
Giving Profile
Audience History
Membership History Review summary information about
Membership Benefit History an organization
Volunteer History Biographic Profile - Org
Organization Profile
Employee List
Identify type of
recognition
Review what Involvement Summary
No Organization appropriate and
summaries? Giving Profile
provide to
constituent
Audience History
Membership History - Org
Membership Benefit History - Org
Review summary information Volunteer History
about a group of constituents View Matching Rules
Biographic Profile – Workset
Development Person Profile – Workset
Officer Giving Profile – Workset
Workset Constituent Type Summary
Org Relationship Summary-WS
Involvement Summary
Organization Profile
Employee List
Volunteer History
Does gift Yes, Honorary or

Create Contact Go To: "Add a Member to
warrant special Complimentary
Reports an Organization"
recognition? Membership
Identify individual, club name,

year, etc. to add new member
Individual Giving Club Club Membership
Giving Club Membership - Wkset
Review summary of giving
Giving Club Membership - Org
club and/or membership
Yes, Giving Club Type of Giving Club Summary
Membership membership? Giving Club Member
Summary
Request to add group of donors Giving Club Detail
Group
to giving club
of Donors
Process Giving Clubs
Fundraising Manage
Manager Fundraising
Programs

PeopleSoft Enterprise Manage Memberships
Development Create Contact

Officer Reports
Create a new
Identify which
transaction Identify basic Apply payments
constituents should
Collect and session to information about to the correct
Need to be recognized for a
Post Dues perform work No membership dues account
adjust dues? particular dues
Maintain Membership Membership
payment
Membership Entry Entry
Membership Entry
Sessions
Yes
Identify adjustment Review summary of the gifts and

Make changes to designations Post balanced sessions
transaction Identify balanced sessions pledge payments and memberships
or links between membership to the General Ledger
information Session Summary Membership Session Summary
and constituent G/L Interface
Membership Queue Member Sessions Supervisor Membership Summary
Membership Decide Membership Adjustment G/L Interface File Extract
Adjustment Suspended Membership Summary
Manager if need to?
Identify attribute, associate Analyze member

Update
constituent with appropriate list and update
membership tender
Add Member member organization, and membership tables
details
create membership roster Member
Edit Tender Details
Build Membership Audience Organization
Manage
Fundraising
Fundraising
Manager Programs
Review list of
Review status of
membership
membership in giving
Constituent organizations to
clubs
which you belong
Giving Club Progress
My Memberships

PeopleSoft Enterprise Manage Planned Giving Commitments
Identify assets,
Describe distribution of
Identify general codicils, and
planned gift to the
Bequest bequest information installment
institution
Bequests payments
Bequests
Bequests
Development
Officer
Identify additional Identify accounts Identify benefits that
Identify information Describe the
gifts made to an associated with the institution and
Trust about a donor's trust distribution of the trust
established trust trust beneficiaries will receive
Trusts Trusts
Trusts Trusts Trusts
Type of
Create Contact commitment for
Reports planned
giving?
Identify information
Identify benefits from the Describe the distribution Review donor's participation
about a donor's gift Update planned giving profile
Gift Annuity annuity of the gift annuity as a donor of a planned gift
annuity Update Planned Giving Profile
Gift Annuities Gift Annuities View Planned Giving Profile
Gift Annuities
Identify info about a Identify benefits from Describe the distribution of

Pooled
pooled income fund the fund the pooled income fund
Income Fund
Pooled Income Funds Pooled Income Funds Pooled Income Funds
Manage
Fundraising
Fundraising
Manager Programs

PeopleSoft Enterprise Manage Fundraising Programs
Manage
Development Contributor
Officer Relations
Define Create Budget and

Define Initiative
Fundraising Track Expenses Make Appeal
Goals
Initiatives and Actions
Fundraising
Manager
Assign Volunteers
Respond to
Constituent Invitation or
Appeal
Record Gifts and Create Matching Analyze Giving

Record Pledges Adjust Payments
Pledge Payments Gifts History
Gift/Pledge
Manager

PeopleSoft Enterprise Define Fundraising Initiatives
Manage Review listing of

Development prospects identified Review listing of Review details and
Contributor
for a campaign campaign initiatives rules for a giving club
Officer Relations
initiative Campaigns Giving Clubs
Campaign Prospects
Identify membership
Define giving clubs
Formation of levels based on donor's
membership rules
Giving Club giving
Giving Club Management
Giving Club Management
Define general events initiative
Type of
Event information
initiative?
Event Initiatives
Create and finalize the
Identify attributes Define the member
membership audience
No required to belong organization's goals
Build Membership Audience
Member Organization Member Organization
Merge Membership Audience
Define campaign initiative

Campaign information Formation of Identify characteristics Do dues
Campaign Initiatives Membership Group Member Organization Apply?
Define dues, levels,

designations, and
Yes
benefits
Member Organization
Define membership initiative
Membership information
Membership Initiatives Decide Are
Assign
if initiative Volunteers volunteers Yes
Volunteers
requires? needed?
Determine number and size of Define rules used in

Receipt of Gifts Track campaign progress
Define general volunteer gifts needed to succeed reporting to CASE
and Pledges Campaign Progress Report No
Volunteer initiative information Gift Table Reporting Rules
Fundraising Volunteer Initiatives
Manager
Determine meetings to be
held Track event attendance
Identify events
Define general initiative Event Sponsored Meetings Event Attendance
Events
Other information Campus Meeting Details View Event Attendance
Other Initiatives View Event Meetings
Link new initiative to an

active initiative
Membership Initiatives
Yes Other Initiatives
Volunteer Initiatives
Identify the populations Campaign Initiatives
associated with an initiative Event Initiatives
Create audience for
Event Initiatives Associate new
initiative Finalize audience list
Campaign Initiatives initiative to an existing
Initiative Audience Build Initiative Mass Change
Membership Initiatives one?
Initiative Mass Change Create plan for
Other Initiatives communicating progress and
purpose of initiative
Membership Initiatives Define Initiative
No
Other Initiatives Goals
Campaign Initiatives
Event Initiatives

PeopleSoft Enterprise Define Initiative Goals
Define intermediate, yearly, unit and

Campaign Goals department goals for campaign
Campaign Goals
Define intermediate, yearly, unit

Event Goals and department goals for event
Define Event Goals
Fundraising
Initiatives
Define intermediate, yearly, unit

Create Budget and
Fundraising Type of and department goals for
Membership Track Expenses
Manager goals? membership
and Actions
Membership Goals
Assign
Volunteers
Volunteer department goals for volunteer
Volunteer Goals

Other Initiatives department goals for other initiatives
Other Initiative Goals

PeopleSoft Enterprise Assign Volunteers
Assign individuals or volunteer

Identify volunteer group that
groups in various volunteer
reports to the leadership group
Individual capacities
Initiative Volunteer Sub-group
Volunteer Assignments
Member Org Volunteer Sub-Group
Member Volunteer Assignments
Review volunteer Identify leadership group for

Define Train, educate
listings and history initiative or member organization Assignment Define Initiative
Fundraising and motivate
Volunteer Listing Initiative Volunteer Structure is for? Goals
Fundraising Initiatives volunteers
Volunteer History Member Org Volunteer Structure
Manager
Provide position defined in Assign actual volunteers to the

structure to enable assignment of positions outlined in the volunteer
volunteers Group structure
Initiative Volunteer Sub-group Initiative Leadership
Member Org Volunteer Sub-Group Member Organization Leadership

PeopleSoft Enterprise Create Budget and Track Expenses and Actions
Review goals related to another

initiative
Initiative Campaign Related Goals Summary
Related View Event Related Goals
Goals Membership Related Goals
Volunteer Related Goal Summary
Other Initiative Related Goals
Review info about staff responsible

for initiatives related to another
initiative
Initiative
Campaign Related Resources
Responsible
Membership Related Resources
Person
View Event Related Resources
Volunteer Related Resources
Related Initiative Resources
Review a particular volunteer's past

Volunteer
involvement
Initiative
Volunteer History
Identify an action to be
Review summary information for
associated with initiative
Track specific expenses and initiative
Create budget for initiative Campaign Actions
refunds for initiative Campaign Summary
Campaign Budget Other Initiative Actions
Campaign Budget Detail Event Action Summary
Define Initiative Event Budget Volunteer Initiative Actions Review what
Event Budget Detail Summary View Person Event Summary Make Appeal
Goals Membership Budget Membership Actions information?
Fundraising Membership Budget Detail Initiative Action Summary
Volunteer Budget Event Actions
Volunteer Budget Detail Oth Initiative Action Summary
Manager Other Initiative Budget
Other Initiative Budget Detail
To Do List - Staff
Volunteer Action Summary
To Do List - Volunteer
Membership Action Summary
To Do List - Unit
Review constituents linked to a

Campaign
campaign as a prospect
Prospect
Prospect List
List
Review top ten commitments

Campaign
made to a campaign
Commitments
Top Campaign Donors
Membership Track membership initiative

Initiative progress
Progress Membership Initiative Progress
Review membership history and

benefits
Membership History
Membership
Membership History - Workset
History and
Membership History - Org
Benefits
View Member Benefits
View Member Benefits - Org
View Member Benefits - Workset

PeopleSoft Enterprise Record Pledges
Review
conditions and
elect to require
Respond to Designate and
Constituent Self conditions or
Invitation or enter pledge
Service disregard
Appeal Ways to Give
No
Identify commitment amount,

Identify campaign, appeal, and Identify donor to be recognized
Decide payment schedule, and general
applicable percentage pledge for conditional pledge
if donor requested information Have conditions
Pledge Yes Conditional Pledges Conditional Pledges
certain condition Conditional Pledges have been met?
Conditional Pledges - Workset Conditional Pledges - Workset
be met? Conditional Pledges - Workset
Conditional Pledges-Org Conditional Pledges-Org
Conditional Pledges-Org
Yes
Review summary of donor's open
pledges
Open
Open Pledge Register
Pledges
Open Pledge Register - Workset
Gift/Pledge Open Pledge Register - Org
Manager
Request session Identify commitment Identify donor to be Review summary of pledge

Identify pledge Create payment schedule
to begin work amount and initial recognized for Pledge schedule of payment
No details Pledge Schedule Wish to view?
Maintain Pledge payment schedule donation or pledge Schedule Pledge Schedule
Pledge Entry Pledge Schedule - Org
Sessions Pledge Entry Pledge Entry Pledge Schedule - Org
Review summary of
Employee the pledges
Pledge Summary
Review supervisory
summary of pledges
Supervisor
Supervisor Pledge
Summary
Record Gifts and

Pledge Payments

PeopleSoft Enterprise Record Gifts and Pledge Payments
Receive payment
Constituent Payment Self Designate and
reminder and
type? Service enter gift
make payments
Receive gifts via self-service

and process
Process Self Service Giving
Record
Pledges
Receive gifts through

lockbox and load
Lockbox
transactions
Mass Load Gift/Pledge
Review expected matching

Outstanding
gift from a donor
Other Matching Gifts
Person Matching Gifts Acknowledge gifts
3C Engine
Letter Generation
Process Acknowledgements
Acknowledgement List
Need to Review gifts that an Acknowledgement Suspense
Org's
view info organization is expected to
Matching
about? match or mark as denied
Gifts
Ext Org Matching Gifts
Gift/Pledge Yes
Manager
No
Identify gift details, Create

Identify campaign, Identify donor types Acknowledge?
Request session review schedule No Matching Gifts
appeal, and applicable to be recognized for Request balancing for Are
to begin work outstanding pledges,
percentage of donation a donation or information in session amounts in
Maintain Gift history, etc..
or pledge pledge Maintain Gift Sessions balance?
Sessions Gift Entry
Gift Entry Recognition Types
Edit Tender Details
Yes
Receive electronic gifts and process

Review suspended Request posting of balanced
EP Transaction Processing Generate giving club Review summary of the gifts
sessions and identify sessions to the General Ledger
EP Denied Transactions membership and and pledge payments
balanced sessions ready for G/L Interface
EP Transaction Log Inquiry calculate Gift Summary
posting G/L Interface File Extract
EP Member Transaction Log membership levels Supervisor Gift Summary
Suspended Sessions Constituent Accumulators
EP Transaction Processing Process Giving Clubs Self Service Giving Summary
Queue Sessions for Posting Accounting Line Summary
EP Denied Member Transactions

PeopleSoft Enterprise Create Matching Gifts
Add or update matching

rules
Add/Update Matching Rules
Yes Matching Rules - Workset
Review and track matching gifts

Review matching rules Create matching gifts Matching Gifts Summary
Record Gifts and
Update? details Org Matching Gifts - Workset Matching Gifts Summary - Org Adjust Payments
Gift/Pledge Pledge Payments
Matching Rules Details Matching Gifts - Workset Person Matching Gift
Manager Ext Org Matching Gift
No
Review group of matching rules

View Matching Rules - Workset

PeopleSoft Enterprise Adjust Payments
Adjust commitment
amount and initial
Amount
payment schedule
Pledge Adjustment
Adjust code, campaign,

appeal, and
Designation
percentage of pledge
Pledge Adjustment
Request pledge session to Request balancing for

What info
Pledge begin work pledges in session
to adjust?
Maintain Pledge Sessions Maintain Pledge Sessions
Adjust donor to be
recognized for
Recognition
donation or pledge
Pledge Adjustment
Post all balanced sessions to the

Identify balanced sessions
Adjust payment GL
ready for posting to
Create Need to Payment schedule, date, and G/L Interface
Gift/Pledge Financials
Matching Gifts adjust? Schedule amount G/L Interface File Extract
Designation Fund Details
Manager Pledge Adjustment Queue Sessions for Posting
Constituent Accumulators
Accounting Line Summary
Adjust
commitment
Analyze Giving
Amount amount and gift
History
dates
Gift Adjustment
Adjust code, campaign,

Request session to Request balancing for
What info appeal, and distribution of
Gift begin work Designation gifts in session
to adjust? gift or pledge payment
Maintain Gift Sessions Maintain Gift Sessions
Gift Adjustment
Adjust donor to be
recognized for donation or
Recognition
pledge payment
Gift Adjustment

PeopleSoft Enterprise Analyze Giving History
Review giving summaries

by person
Giving Profile
Commitment Summary
Person Giving Commitment Register
Summaries Transaction Register
Pledge Schedule
Person Matching Gifts
Review giving summaries by

organization
Giving Profile - Org
Commitment Summary - Org Create giving reports
Gift/Pledge Adjust Organization
Review? Commitment Register - Org CAE Report
Manager Payments Giving Summaries Transaction Register - Org Designation Donor List
Open Pledge Register - Org Pledge Schedule Aging
Pledge Schedule - Org
Ext Org Matching Gifts
Giving Club Progress - Org
Review giving summaries by

worksets
Giving Profiles - Workset
Giving Profile Compare
Workset
Commitment Summary - Workset
Giving Summaries
Commitment Register - Workset
Transaction Register - Workset
Open Pledge Register - Workset
Review giving
information by person
Giving Profile
Person Giving Commitment Summary
Summaries (via Self-Service) Commitment Register
Transaction Register Review giving
Giving Club Progress information by
Open Pledge Register organization
Giving Profile
Organization Giving Commitment Summary
Summaries (via Self-Service) Commitment Register
Transaction Register
Matching Gifts
Outreach Giving Club Progress
Coordinator
Review listing of top donors
Top Donors to a campaign initiative
Top Donors
Review summary of
Giving Clubs members of a giving club
Giving Club Membership
Compare giving profiles of group

Comparisons of constituents in a workset
Profile Compare

Business Process Maps Oracles PeopleSoft

Загружено:

Сведения о документе

Авторское право

Доступные форматы

Поделиться этим документом

Поделиться или встроить документ

Параметры публикации

Этот документ был вам полезен?

Это неприемлемый материал?

Авторское право:

Доступные форматы

Business Process Maps Oracles PeopleSoft

Загружено:

Авторское право:

Доступные форматы

Business Process Maps

Oracle’s PeopleSoft Enterprise

License Restrictions Warranty/Consequential Damages Disclaimer

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 3

Perform General Recruit

Admissions Create Recruiting

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 4

Student Identify Prospect

Identify the appropriate

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 5

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 6

Admissions Create Recruiting

Identify information about a

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 7

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 8

Individual Receive Receive

Review schedule of classes and

Request admissions materials

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 9

Offer Financial Aid

Applicant Submit Consider

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 10

Ensure no TS130 duplicates exist and

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 11

Define parameters for Ensure no duplicates exist and

Review and edit data

Identify information about an applicant

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 12

Update information on an Validate all information

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 13

Identify, review, and/or update

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 14

Update status of application to Process

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 15

Do not respond or provide

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 16

Financial Aid Award and Package

Evaluate Calculate financial aid Create an admission

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 17

Transfer Credit Grant Transfer

Faculty Advisor Advise and

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 18

Identify students to include in

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 19

Assign appointments for a group

Define valid appointment

View enrollment appointment Receive Advice

View enrollment appointment

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 20

Registrar Activate Students

Evaluate transfer course credit Post transfer

Yes Need Specific Agreement

Transfer Credit Evaluate other prior

Evaluate classes for transfer

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 21

Select classes prior to enrollment

Access Class Roster

Instructor Follow local

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 22

Track student's progress

Faculty Advisor Advise and Transition

Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 23

Review enrollment Print enrollment verification Provide to

Create reports - NZL