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January 2010
Business Process Maps for PeopleSoft Enterprise Campus Solutions 9.0
Copyright © 2010, Oracle and/or its affiliates. All rights reserved.
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
Identify Prospects
from External Test
Scores
Student
Recruiter
Prospect Request
Information (SS)
Manage
Financial Services
Bursar
Perform General
Recruiting
Activities
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
Add prospect
No Create/Update Prospects
Create Prospect from Query
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
Student Recruit
Recruiter Prospective
Student
Provide
Admissions
requested
Coordinator information Admit
Students
Type of info?
Student Recruit
Prospects
Recruiter
Receive Evaluate
Receive and Enter Verify Applicant Process
Transcripts and Applicants and
Applications Information Admissions
Test Scores Applications
Admissions
Coordinator
Campus Manage
Services Campus Services
Director
Student Enroll
in Classes
Student Recruit
Recruiter Prospects
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
Yes Type?
Submit Admissions
Application (SS)
Applicant
Yes
Provide missing
information, if
needed
Applicant
Admissions
Coordinator
Receive and Enter
Applications
Verify Applicant
Information
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
Campus
Action to Manage
Services take? Campus Services
Director
Enroll
Student in Classes
Consider Financial
Aid Offer
Applicant
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
Receive Advice
Student
and Enroll in
Classes (SS)
Admissions
Coordinator Admit
Students
How many
students to
activate?
Registrar
Schedule
Individual Activate an individual student
Enrollment
Term Activate a Student
Appointments
Grant Transfer
Transfer Credit Credits
Coordinator
Admissions Admit
Coordinator Students
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
Advise and
Faculty Advisor Transition Student
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
Mass Change Definition
Run Mass Change
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
Request verification of
Receive Advice
Student enrollment be sent to specified
and Enroll in
address
Courses
Request Enrollment Verification
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
Campus
Manage Campus
Services
Services
Director
Manage Financial
Bursar Services
Teach
Courses
Instructor
Evaluate Progress
Review Student Identify Academic to Date and
Faculty Advisor Goals Requirements Provide Transition
Advice
Student
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
Not Eligible
Identify reason
to initiate Leave of
discussion with Absence
student
Receive
notification of
Teach
incompletes or
Courses
mid-term
deficiencies
Faculty Advisor
Request Academic
Advisement Meet with
Student Advisor and
provide
information
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
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
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
No
Yes
No
Advise student
Eligible
they are eligible
to Graduate
for graduation
Certify Graduation
Eligibility
Create
Registrar
Transcripts
Receive graduate
list and certify
Bursar graduates are
fiscally qualified
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
Student
Recruit
Recruiter Prospects
Advise and
Faculty Advisor Transition
Students
Enroll
Student in Classes
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
Campus
Services Manage Campus
Services
Director
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. 32
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
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
Correct 2005-2007 ISIR records
ISIR 2007-2007 ISIR File Data if need to Yes Modify ISIR School Recipients CPS
Correct 2007-2007 ISIR records
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
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
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
Review information
Receive about financial aid
Accept or decline award
notification of awards
Student Accept/Decline Awards
award View Financial Aid
Pending Financial Aid
No
Review history
View Archived Direct Loan Data
View Archived Application Data
View Originated Loans
Financial Aid
Officer
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
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
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
Request payment
No
arrangements
Student
Receive Is inquiry Ready Pay bill online
No Yes
bill needed? to pay? Make a Payment
Yes
No
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
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
Type of
Online
refund?
Create refund for amount
Refund
greater than the refundable
w/ Extra
balance
Amount
Refund With Extra Amount
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
Post
Bursar Financial Transactions
Manage Campus
Campus Services
Services
Director
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
Manage Campus
Services
Campus
Services
Director
Admissions Admit
Coordinator Students
Student Enroll
in Classes
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
Admissions Admit
Students
Coordinator
Enroll
Student in Classes
Manage Financial
Bursar Services
Admissions Admit
Coordinator Students
Enroll
Student in Classes
Manage Financial
Bursar Services
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
Admissions Admit
Coordinator Students
Enroll
Student in Classes
Manage Financial
Bursar Services
Admissions Admit
Students
Coordinator
Enroll
Student in Classes
Campus
Services Manage service indicators for
an organization
Director
Manage Service Indicator Org
Determine? Organization
Audit Service Indicators Org
Mass Assign
Mass Release
Admissions Admit
Coordinator Students
Enroll
Student in Classes
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
Manage committees
Student Committee Type/Role
Manage Committees
Admissions Admit
Students
Coordinator
Enroll
Student in Class
Evaluate
Registrar Schedule Courses Plan Academic
Academic
and Resources Programs
Programs
Teach Courses
Instructor
Schedule
Create Course Create Class Plan Academic
Registrar Instructors and
Catalog Schedule Programs
Adjust Classes
Registrar
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
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
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
Issue Mid-Term
Grades and
Create Deficiencies
Plan Academic Consolidated
Programs Enrollment
Registrar Statistics
Evaluate
Manage End of
Academic
Term Activities
Programs
Instructor
Track Attendance
Go to: Advise
Faculty Advisor and Transition
Students
Registrar Create
Consolidated
Enrollment
Statistics
Track
Attendance
Provide
Enroll in Review assignments
Attend classes Perform work completed work
Classes View My Assignments
Student to instructor
Instruct
Courses
Instructor
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
No
Evaluate
Instructor Work
Receive final
grades' letter and Complete
Student Receive final grades notification of grade incomplete
View My Grades lapse or work
incompletes
Issue Mid-
Term Grades
and
Deficiencies Review statistics for all terms
Student
that a student has been active
Terms
Student Term Search
Faculty Advisor
Prospect Cultivate
Manager Constituents
Manage
Development
Contributor
Officer Relations
Manage
Fundraising
Programs
Fundraising
Manager
Prospect Determine
Identify Gather Constituent Assess and Rate Create Prospect
Constituent
Manager Constituents Information Prospects Strategy
Relationship
Manage
Contributor
Relations
Development
Officer
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
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
No
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
Manage Service Indicators
View Names
View Phones
View Electronic Addresses
Gather Review
Rate
Constituent what
type of
Information summaries?
prospects?
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
Manage
Contributor
Relations: Create
Contact Reports
Review contributor relations staff
Staff Roster by institution
View Staff Roster
Prospect Cultivate
Manager Constituents
Membership Manage
Manager Memberships
Recognize
Constituents
Manage
Fundraising
Programs
Fundraising
Manager
Receive
invitation or
Constituent
appeal
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
Create or update
prospect action
Add/Update an Action
Cultivate
Prospect Constituents
Manager
Yes
Identify Cultivation
and Solicitation
Action Items
Complete an action
for a donor prospect
Complete an Action
Membership Manage
Manager Memberships
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
Development
Officer
Manage Fundraising
Programs
Fundraising
Manager
Receive
Constituent recognition
Fundraising Manage
Manager Fundraising
Programs
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
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
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
Manage
Fundraising
Fundraising
Manager Programs
Manage
Development Contributor
Officer Relations
Fundraising
Manager
Assign Volunteers
Respond to
Constituent Invitation or
Appeal
Gift/Pledge
Manager
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
Assign
Volunteers
Define intermediate, yearly, unit and
Volunteer department goals for volunteer
Volunteer Goals
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
conditions and
elect to require
Respond to Designate and
Constituent Self conditions or
Invitation or enter pledge
Service disregard
Appeal Ways to Give
No
Yes
Review summary of donor's open
pledges
Open
Open Pledge Register
Pledges
Open Pledge Register - Workset
Gift/Pledge Open Pledge Register - Org
Manager
Review summary of
Employee the pledges
Pledge Summary
Review supervisory
summary of pledges
Supervisor
Supervisor Pledge
Summary
Receive payment
Constituent Payment Self Designate and
reminder and
type? Service enter gift
make payments
Yes
No
Adjust commitment
amount and initial
Amount
payment schedule
Pledge Adjustment
Adjust donor to be
recognized for
Recognition
donation or pledge
Pledge Adjustment
Adjust
commitment
Analyze Giving
Amount amount and gift
History
dates
Gift Adjustment
Adjust donor to be
recognized for donation or
Recognition
pledge payment
Gift Adjustment
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
Open Pledge 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