Intro R9 boardwork

Oracle

22

Introduction to PeopleSoft for Campus Solutions

Class Boardwork

33

Agenda

• PeopleSoft Enterprise architecture & security.• Navigating the PeopleSoft Enterprise system.• Using relational database tables.• Using pages and components.• Viewing and updating data.• Running processes and reports with PeopleSoft

Process Scheduler.• Using online PeopleBooks.• Using Campus Solutions service indicators.

44

Getting StartedStartHere

Sign-ins

66

Student Administration Training Path

AcademicStructure

Intro to CS

3Cs

StudentEnrollment

AcademicAdvisement

Academic RecordsMaintenance

Recruiting & Admissions

StudentFinancials

Financials AidFundamentals

EquationsEngine

Key

Foundations

Records

Financials

1 Day

2 Days

2 Days

2 Days

4 Days

3 Days

2 Days

4 Days

4 Days

3 Days

Lesson 1Lesson 1

77

www.heug.org

Lesson 2Lesson 2

Join today – Contact your campus rep

88

User Authorization SecurityUSER ROLEUSER ROLE

Lesson 3

ACCESSACCESS

99

Intro Workshop I

• Activity 1 (Sign In to Peoplesoft) – p. 30

• Activity 2 (Menu Favorites) – p. 58

Lesson 4Lesson 4

This Activity takes about 15 minutes

1010

TERM Numbering Strategies

• “2091” Spring 2009 Term begins Jan

• “0620” Spring 2009 PSUNV Numbering

• Other choices?

Lesson 5Lesson 5

1111

Intro Workshop II

• Activity 3 (Search Keys) – p. 91

Lesson 6Lesson 6

Skip the Saving Search Criteria sectionSkip the Saving Search Criteria sectionon p. 93on p. 93

1212

Intro Workshop III

• Activity 4 (Component Grids) – p.104

• Activity 5 (Managing Data) – p. 122

Lesson 7Lesson 7

These Activities take about 20 minutes

1313

Effective Dated Rows

TIME PERIOD STATUS EFFECTIVE DATED “ROW”

CURRENT DATE

FUTURE NEXT YEAR 31-DEC-2010 > Apr 12, 2023

FUTURE NEXT TERM 31-AUG-2009 > Apr 12, 2023

CURRENT CURRENT 31-DEC-2001 < Apr 12, 2023

HISTORY OLDER VERSION

31-MAY-1990 < Apr 12, 2023

HISTORY ORIGINAL 1-JAN-1901 < Apr 12, 2023

Lesson 7Lesson 7

Effective-Dated ROWs with INCLUDE/CORRECT HISTORY

1414

Intro Workshop IV

• Activity 6 (Batch Reports) – p. 151

Lesson 8Lesson 8

This Activity takes about 10 minutes

1515

Intro Workshop V

• Activity 7 (Accessing PeopleBooks) – p. 165

Lesson 9Lesson 9

1616

User Authorization SecurityINSTITUTION ROLEINSTITUTION ROLE

Lesson 10

SVC IND CODESSVC IND CODES

1717

Intro Workshop VI

• Activity 8 (Create Svc Ind) – p. 181

• Activity 9 (Svc Ind Security) – p. 186

• Activity 10 (Svc Ind Assignment) – p. 192

Lesson 10Lesson 10

These Activities will take about 30 minutes

1818

Service Indicator Live Example

Lesson 10Lesson 10

1919

End of ClassBack to

Here

Evals