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Using 3 C’s: C oordinating the C haos and C onfusion. Admission’s Functional Lead – Mark Jacque Technical Team Member – John Bird Student Administration Team Lead – Phil Adams Project Director - Jeff Schmidt. Session Agenda. Introductions Overview of the Towson Project

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Using 3 C’s:

Coordinating the Chaos and Confusion

Admission’s Functional Lead – Mark Jacque

Technical Team Member – John Bird

Student Administration Team Lead – Phil Adams

Project Director - Jeff Schmidt


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Session Agenda

  • Introductions

  • Overview of the Towson Project

  • Using 3 C’s for . . .

    • Prospect Management

    • Admissions Processing

    • New Student Processing

  • Custom Designed Batch Load Process for Updating and Streamlining Work Flow.

    • Batch Processing Statistics

    • Communication Load

    • Checklist and Checklist Item Load

    • Comment Load

    • Service Indicator Load.

  • Batch Load Processing Security

  • Technology Overview

  • Questions


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Why PeopleSoft?

PeopleSoft was purchased by the University System of Maryland. Each institution was charged with developing, testing and implementing the database on their respective campuses.

From this charge, Towson’s Executive Committee set goals and identified the core offices that would be part of Phase I implementation. A representative from each of these offices was assigned to the implementation team.

The team’s role is to evaluate current functionality and business practices, evaluate PeopleSoft delivered functionality, and develop, test and implement PeopleSoft on campus.

SA Team MembersSA Core OfficesMark Jacque AdmissionsLaurie Jones Bursar’s OfficeHarriet McCann Financial AidDave Decker Enrollment ServicesPhil Adams Graduate SchoolCheryl Mannon CANS – ReportingRick Rende CANS – Technology




















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Communications

Batch Load Process


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Set Run Control/Parameters

  • Data can be loaded from:

  • External File

  • Query

  • Direct Manual Entry

  • Indicate the Source File for External or Select a Query.


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Set Run Control/Parameters

Indicate the Source File for External File Load or Select Query.

Choose the Administrative Function

Select the Communication to Load – Comm Key

The other parameters will default in…

View/Update Candidates


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Review Candidates for Processing

Sort the list

Prune the list

Apply or Cancel the load

Save and Run Load Process


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Job Summary

Summary with status appears.

Error Message appears for any record not able to process.



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Checklist

Batch Load Process


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Set Run Control/Parameters

  • Data can be loaded from:

  • External File

  • Query

  • Direct Manual Entry

  • Indicate the Source File for External or Select a Query.


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Set Run Control/Parameters

Indicate the Source File for External File Load or Select Query.

Choose the Administrative Function

Select the Checklist Code, Status and Due Date

View/Update Candidates


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Review Candidates for Processing

Check Variable Data

Prune the list

Apply or Cancel the load to these records



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Checklist Item

Batch Load Process





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Comment

Batch Load Process


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Set Run Control/Parameters

  • Data can be loaded from:

  • External File

  • Query

  • Direct Manual Entry

  • Indicate the Source File for External or Select a Query.




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Service Indicator

Batch Load Process


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Set Run Control/Parameters

Indicate whether Adding or Deleting Indicator.

Choose the Service Indicator Active Term, Code and Reason.

Save and Review Candidates