Table Of Content

PeopleSoft Campus Solutions 9.2: Recruiting and Admissions March 2016 PeopleSoft Campus Solutions 9.2: Recruiting and Admissions Copyright © 1988, 2016, 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. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware 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 that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information about 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 unless otherwise set forth in an applicable agreement between you and Oracle. 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, except as set forth in an applicable agreement between you and Oracle. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http:// www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Contents Preface......................................................................................................................................................xxix Understanding the PeopleSoft Online Help and PeopleBooks.........................................................xxix PeopleSoft Hosted Online Help..................................................................................................xxix Locally Installed Help.................................................................................................................xxix Downloadable PeopleBook PDF Files........................................................................................xxix Common Help Documentation.....................................................................................................xxx Field and Control Definitions......................................................................................................xxx Typographical Conventions..........................................................................................................xxx ISO Country and Currency Codes..............................................................................................xxxi Region and Industry Identifiers..................................................................................................xxxi Translations and Embedded Help..............................................................................................xxxii Using and Managing the PeopleSoft Online Help...........................................................................xxxii PeopleSoft CS Related Links...........................................................................................................xxxii Contact Us.........................................................................................................................................xxxii Follow Us.........................................................................................................................................xxxiii Chapter 1: Getting Started with Recruiting and Admissions...............................................................35 Recruiting and Admissions Overview..................................................................................................35 Recruiting and Admissions Business Processes...................................................................................36 Recruiting and Admission Integrations................................................................................................38 Recruiting and Admissions Implementation........................................................................................39 Additional Information for Getting Started with Recruiting and Admissions.....................................39 Chapter 2: Building Your Recruiting Structure.....................................................................................41 Setting Up Your Recruiting Structure..................................................................................................41 Pages Used to Set Up Your Recruiting Structure..........................................................................41 Setting Up Region Codes...............................................................................................................42 Setting Up Region Trees................................................................................................................43 Activating Region Trees.................................................................................................................45 Setting Up Recruiting Categories..................................................................................................46 Setting Up Recruiting Centers.......................................................................................................46 Setting Up AAWS Application Fee Waiver Basis Codes..............................................................47 Setting Up Application Processing Centers...................................................................................48 Mapping Academic Shifts to Admit Terms...................................................................................51 Defining Recruiters...............................................................................................................................51 Prerequisites....................................................................................................................................52 Pages Used to Identify Recruiters..................................................................................................52 Designating Recruiters...................................................................................................................53 Assigning Recruiters to Recruiting Categories..............................................................................54 Linking Recruiters to Geographic Regions....................................................................................55 Associating Recruiters with Recruiting and Application Centers..................................................56 Linking Recruiters with Academic Programs and Academic Plans..............................................57 Chapter 3: Setting Up Prospects..............................................................................................................59 Setting Up Admission Installation Defaults.........................................................................................59 Page Used to Set Up Admission Installation Defaults..................................................................59 Setting Up Admission Installation Defaults..................................................................................60 Setting Up Admit Types.......................................................................................................................64 Page Used to Set Up Admit Types................................................................................................64 Setting Up Admit Types.................................................................................................................64 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. v Contents Setting Up Referral Sources.................................................................................................................65 Page Used to Set Up Referral Sources..........................................................................................65 Setting Up Referral Sources...........................................................................................................65 Setting Up School Types......................................................................................................................65 Page Used to Set Up School Types...............................................................................................66 Setting Up School Types................................................................................................................66 Setting Up Extracurricular Activities...................................................................................................67 Page Used to Set Up Extracurricular Activities............................................................................67 Setting Up Extracurricular Activities.............................................................................................68 Setting Up Honors and Awards............................................................................................................69 Page Used to Set Up Honors and Awards.....................................................................................69 Setting Up Honors and Awards.....................................................................................................69 Setting Up Student Groups...................................................................................................................70 Page Used to Set Up Student Groups............................................................................................70 Setting Up External Summary Types...................................................................................................71 Page Used to Set Up External Summary Types............................................................................71 Setting Up External GPA Tables..........................................................................................................71 Pages Used to Set Up External GPA Tables..................................................................................71 Defining External GPA Type Codes..............................................................................................72 Setting Up GPA Conversion Rules for GPA Types.......................................................................73 Reviewing Material Types and Defining Material Groups..................................................................73 Pages Used to Review Material Types and Define Material Group..............................................74 Viewing Material Types.................................................................................................................74 Using the Material Type Field Usage Page...................................................................................75 Setting Up Material Groups...........................................................................................................76 Chapter 4: Setting Up Self-Service Request Information and Using Self-Service Student Recruiting...................................................................................................................................................79 Understanding Self-Service Request Information................................................................................79 Prerequisites....................................................................................................................................79 Requesting Self-Service Information.............................................................................................80 Setting Up Self-Service Request Information......................................................................................80 Pages Used to Set Up Self-Service Request Information..............................................................81 Enabling Segments and Prospect Career Fields............................................................................82 Setting Up Institution and Career Parameters...............................................................................83 Using Self-Service Student Recruiting for Recruiting and Admissions...............................................85 Prerequisites....................................................................................................................................85 Pages Used to Manage Student Recruiting for Recruiting and Admissions..................................85 Chapter 5: Using Admission Applications Web Services......................................................................89 Understanding AAWS...........................................................................................................................89 Assessing Staff Skills.....................................................................................................................91 Setups for AAWS...........................................................................................................................91 See Also..........................................................................................................................................91 AAWS and List of Values Framework.................................................................................................92 CTM Self-Service and Administrator Modes.......................................................................................92 Integration with Other Campus Solutions Components.......................................................................94 User Account Manager...................................................................................................................95 Constituent Transaction Manager...................................................................................................97 Admissions API............................................................................................................................101 AAWS and Entity Registry.................................................................................................................104 Application....................................................................................................................................105 Constituent....................................................................................................................................105 vi Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. Contents AAWS Service Operations.................................................................................................................105 SAD_CREATEAPPL....................................................................................................................105 SAD_SAVEAPPL.........................................................................................................................110 SAD_SUBMITAPPL....................................................................................................................115 SAD_GETAPPLS.........................................................................................................................120 SAD_GETAPPL...........................................................................................................................123 SAD_GETATTACH......................................................................................................................127 Payment Integration Web Service Operations....................................................................................132 SSF_INITIATE_EPAYMENT......................................................................................................132 SSF_COMPLETE_EPAYMENT..................................................................................................137 Setting Up the Attachments URL.......................................................................................................143 Setting Up Hosted Payment................................................................................................................143 Post Installation Troubleshooting Tips...............................................................................................147 Verifying Web Service Security Settings.....................................................................................148 Publishing the Web Services........................................................................................................148 Refreshing the HCM Registry Cache..........................................................................................148 Verifying Campus Solutions SOA Framework Setup Entries.....................................................149 Avoiding Caching Issues..............................................................................................................149 Resolving Microsoft Internet Explorer 7 Trusted Sites Issue......................................................150 Resolving Adobe Flex Domain Security Issue............................................................................150 Setting Up Logging......................................................................................................................150 User Interface Considerations.............................................................................................................150 Start: Unregistered User...............................................................................................................151 New User Registration.................................................................................................................151 Logon (Authentication)................................................................................................................151 Get Application Summary............................................................................................................151 Create Application........................................................................................................................151 GetFee Configuration...................................................................................................................152 Update Application.......................................................................................................................153 Edit Application............................................................................................................................153 Save Application...........................................................................................................................154 Submit Application.......................................................................................................................154 Present Fee Options......................................................................................................................155 Payment Processing......................................................................................................................156 Error Handling..............................................................................................................................157 Logoff............................................................................................................................................157 Building the Hosted Payment HTML Object..............................................................................158 AAWS Web Services Description Language.....................................................................................159 Sample Code for an Online Application............................................................................................160 Chapter 6: Using the AAWS Sample Online Application...................................................................163 What is SOLA.....................................................................................................................................163 What SOLA is Not.............................................................................................................................163 Audience..............................................................................................................................................164 Supporting Audience...........................................................................................................................164 Required Setups..................................................................................................................................164 Web Services Used by SOLA............................................................................................................165 New User Registration Framework and SOLA..................................................................................166 Entity Registry and SOLA..................................................................................................................166 Functional Flow for SOLA.................................................................................................................167 New User Registration.................................................................................................................167 Creating a New Application ........................................................................................................168 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. vii Contents Editing Existing Application........................................................................................................171 Editing Existing Multiple Applications and Reviewing Multiple Application Statuses..............171 SOLA Pages for Entering Application Data................................................................................176 Paying Application Fees or Requesting Fee Waiver After Submitting Application...................184 Data Flow............................................................................................................................................188 Campus Solutions SOLA Pages to SQL Tables..........................................................................188 SQL Tables to Campus Solutions SOLA Pages..........................................................................189 SOLA Setup and Verification.............................................................................................................189 Step 1: Update Admissions URL.................................................................................................189 Step 2: Create New Roles............................................................................................................190 Step 3: Create New User Accounts.............................................................................................192 Step 4: Set Up Integration Broker (IB).......................................................................................194 Step 5: Configure Routings..........................................................................................................195 Step 6: Set Up Integration Broker – ANONYMOUS Node........................................................198 Step 7: Publish Web Services......................................................................................................200 Step 8: Refresh HCM Registry Cache.........................................................................................203 Step 9: Set Up New User Registration Tester.............................................................................203 Step 10: Verifying Your SOLA Setup.........................................................................................204 Chapter 7: Managing PeopleSoft Admission Transactions.................................................................211 Understanding Admission Transactions.............................................................................................211 CRM for Higher Ed EIPs and Admission Transactions..............................................................213 Understanding Admission Transactions Setups..................................................................................213 Setting Up CTM (Defining Transactions and Data Update Rules) and Configuring the Admission Transactions (Application Configuration component)...............................................214 CTM Data Updates Rules Specific to Admission Transactions..................................................215 How the System Attaches an Application to a Defined Transaction...........................................217 Understanding Staged Admission Transactions Processing...............................................................217 Correcting Admission Transaction Errors....................................................................................217 Posting Admission Transactions..................................................................................................218 Entity Registry and Admission Transactions.....................................................................................219 Delivered Entities Related to Admissions Data...........................................................................220 Configuring Admission Transactions.................................................................................................222 Pages Used to Configure Admission Transactions......................................................................222 Mapping Online Application Transactions to Academic Careers................................................223 Setting Up Application Defaults for Offline and Online Application Transactions.....................225 Setting Up Prospect Creation Rules and Defaults for Offline and Online Application Transactions..................................................................................................................................229 Setting Up Home or Unlisted Schools for Online Application Transactions...............................231 Reviewing and Editing Staged Admission Application Transactions................................................233 Pages Used to Review and Edit Staged Admission Application Transactions............................234 Impact of Application Center Security on Navigation................................................................235 Header on the Application Transactions Pages...........................................................................238 Reviewing Application Data and Error Messages.......................................................................239 Reviewing Additional Information..............................................................................................255 Reviewing Applicant's Education History...................................................................................256 Reviewing Additional Academic Information.............................................................................258 Reviewing General Materials and Attachments...........................................................................259 Reviewing Candidature Details Information................................................................................260 Reviewing Application Regional Information.............................................................................262 Chapter 8: Using File Parser for Loading Applications......................................................................263 Related Documentation for Using File Parser for Loading Applications..........................................263 viii Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. Contents Before You Begin...............................................................................................................................263 Setup for Loading Applications Using File Parser............................................................................263 Setting Up Admission Transactions...................................................................................................265 Setting Up File Parser.........................................................................................................................266 Running the File Parser Process.........................................................................................................272 Processing Staged Data.......................................................................................................................273 Commonly Used Calculated Mapping Application Class Objects.....................................................274 Application Center Default..........................................................................................................275 Chapter 9: Managing PeopleSoft Prospect/Admissions Data Load Transactions.............................279 Related Documentation for Prospect/Admissions Data Load Transactions.......................................279 Understanding Prospect/Admission Data Load Transactions.............................................................279 CRM for Higher Ed EIPs and Prospect/Admissions Data Transactions......................................283 Entity Registry and PDL Transactions...............................................................................................283 Configuring PDL Setup......................................................................................................................285 Setting Up Data Update Rules Entry...........................................................................................285 Setting Up Transaction.................................................................................................................288 Setting Up CTM Transaction Security.........................................................................................290 Understanding the Entity Registry Impacts.................................................................................291 Setting Up Common Attribute Framework..................................................................................292 Setting Up Filtering for Common Attributes...............................................................................294 Setting Up Prospect Configuration.....................................................................................................301 Pages Used to Set Up Prospect Configuration............................................................................302 Mapping Online Prospect/Admissions Data Load Transactions to Academic Careers................302 Setting Up Prospect Defaults for Prospect/Admissions Data Load Transactions........................303 Setting Up 3C Event IDs for Prospect/Admissions Data Load Transactions..............................305 Setting Up File Parser for PDL..........................................................................................................305 Before You Begin.........................................................................................................................305 File Parser Setup..........................................................................................................................306 Running the File Parser Process..................................................................................................311 Reviewing and Editing Staged PDL Transactions.............................................................................312 Pages Used to Review and Edit Staged PDL Transactions.........................................................313 Impact of CTM Transaction Security on Navigation..................................................................313 Header on the Prospect/Admissions Staging Pages.....................................................................316 Reviewing Academic Information Data and Error Messages......................................................317 Reviewing Education History......................................................................................................320 Reviewing Prospect Data.............................................................................................................321 Reviewing General Materials.......................................................................................................323 Posting PDL Transactions...................................................................................................................324 Processing Steps for Posting all Staged Data for a Specific Transaction....................................325 Processing Steps for Posting a Subset of Staged Data for a Specific Transaction.......................327 Processing Steps for Posting All Test Scores But Create Prospects for Only a Subset of the Test Takers for a Specific Transaction.........................................................................................329 Commonly Used PDL Calculated Mapping Application Class Objects............................................331 Delivered PDL Templates...................................................................................................................336 College Fair Automation (CFA)...................................................................................................337 International English Language Testing System (IELTS)............................................................340 Pearson Test of English (PTE).....................................................................................................342 Test Of English as a Foreign Language (TOEFL).......................................................................345 Graduate Management Admission Test (GMAT)........................................................................349 Graduate Record Examinations (GRE)........................................................................................354 Educational Opportunity Service (EOS)......................................................................................362 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. ix Contents American College Testing (ACT)................................................................................................365 Advanced Placement (AP)...........................................................................................................379 Law School Admission Test (LSAT)...........................................................................................385 Student Search Service (SSS)......................................................................................................389 Scholastic Aptitude Test (SAT)....................................................................................................393 Chapter 10: Setting Up External Test Score Loads.............................................................................409 Understanding External Test Score Loads Setup...............................................................................409 Enabling the Posting to CRM Option................................................................................................409 Defining External Test Components...................................................................................................410 Page Used to Define External Test Components.........................................................................411 Defining External Tests......................................................................................................................411 Page Used to Define External Tests............................................................................................411 Defining External Tests................................................................................................................412 Defining and Reviewing External Data Setup Tables........................................................................413 Pages Used to Review External Data Setup Tables.....................................................................414 Mapping AMCAS Ethnic Groups................................................................................................418 Mapping AMCAS Country Codes...............................................................................................419 Mapping SAT Country Codes......................................................................................................421 Mapping Ethnicity Codes.............................................................................................................423 Mapping GMAT State/Province Codes........................................................................................424 Mapping External Tests IDs...............................................................................................................425 Understanding External Test ID Mapping...................................................................................425 Page Used to Map External Tests IDs to PeopleSoft Test Codes................................................426 Mapping External Tests IDs to PeopleSoft Test Codes...............................................................427 Mapping External Test Codes to Internal Codes................................................................................428 Understanding External Test Data Mapping................................................................................428 Pages Used to Map External Test Codes to Internal Codes........................................................430 Mapping Academic Interest Codes..............................................................................................432 Mapping Extracurricular Activity Codes.....................................................................................433 Mapping Religious Preference Codes..........................................................................................434 Mapping Admit Terms.................................................................................................................435 Mapping Programs, Plans and Subplans......................................................................................436 Chapter 11: (CAN) Setting Up to Receive OUAC Transactions.........................................................437 Setting Up EDI Manager for OUAC Transactions............................................................................437 Setting Up OUAC Law Categories....................................................................................................442 Page Used to Set Up OUAC Law Categories.............................................................................442 Setting Up Teaching Subjects and CEGEP Programs........................................................................442 Pages Used to Set Up Teaching Subjects....................................................................................442 Setting Up OUAC Organizations.......................................................................................................443 Pages Used to Set Up OUAC Organizations...............................................................................443 Adding OUAC Organizations......................................................................................................444 Specifying a Primary Contact and Department for an OUAC Organization...............................444 Entering OUAC Organization Data.............................................................................................445 Entering School Data...................................................................................................................445 Assigning GPA Types to OUAC Organizations..........................................................................446 Defining School Course Classifications for OUAC....................................................................446 Defining the SECSCH Comment Category.................................................................................446 Chapter 12: Setting Up for Evaluating Applicants..............................................................................447 Prerequisites for Applicant Evaluations.............................................................................................447 Setting up Applicant Evaluation.........................................................................................................447 Pages Used to Set up Applicant Evaluation................................................................................447 x Copyright © 1988, 2016, Oracle and/or its affiliates. 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PeopleSoft Campus Solutions 9.2: Recruiting and Admissions March 2016 PeopleSoft Campus Solutions 9.2: Recruiting and Admissions Copyright © 1988, 2016, 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. Restricted Rights Notice If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. Hazardous Applications Notice This software or hardware 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 that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. Third Party Content, Products, and Services Disclaimer This software or hardware and documentation may provide access to or information about 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 unless otherwise set forth in an applicable agreement between you and Oracle. 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, except as set forth in an applicable agreement between you and Oracle. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http:// www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Contents Preface......................................................................................................................................................xxix Understanding the PeopleSoft Online Help and PeopleBooks.........................................................xxix PeopleSoft Hosted Online Help..................................................................................................xxix Locally Installed Help.................................................................................................................xxix Downloadable PeopleBook PDF Files........................................................................................xxix Common Help Documentation.....................................................................................................xxx Field and Control Definitions......................................................................................................xxx Typographical Conventions..........................................................................................................xxx ISO Country and Currency Codes..............................................................................................xxxi Region and Industry Identifiers..................................................................................................xxxi Translations and Embedded Help..............................................................................................xxxii Using and Managing the PeopleSoft Online Help...........................................................................xxxii PeopleSoft CS Related Links...........................................................................................................xxxii Contact Us.........................................................................................................................................xxxii Follow Us.........................................................................................................................................xxxiii Chapter 1: Getting Started with Recruiting and Admissions...............................................................35 Recruiting and Admissions Overview..................................................................................................35 Recruiting and Admissions Business Processes...................................................................................36 Recruiting and Admission Integrations................................................................................................38 Recruiting and Admissions Implementation........................................................................................39 Additional Information for Getting Started with Recruiting and Admissions.....................................39 Chapter 2: Building Your Recruiting Structure.....................................................................................41 Setting Up Your Recruiting Structure..................................................................................................41 Pages Used to Set Up Your Recruiting Structure..........................................................................41 Setting Up Region Codes...............................................................................................................42 Setting Up Region Trees................................................................................................................43 Activating Region Trees.................................................................................................................45 Setting Up Recruiting Categories..................................................................................................46 Setting Up Recruiting Centers.......................................................................................................46 Setting Up AAWS Application Fee Waiver Basis Codes..............................................................47 Setting Up Application Processing Centers...................................................................................48 Mapping Academic Shifts to Admit Terms...................................................................................51 Defining Recruiters...............................................................................................................................51 Prerequisites....................................................................................................................................52 Pages Used to Identify Recruiters..................................................................................................52 Designating Recruiters...................................................................................................................53 Assigning Recruiters to Recruiting Categories..............................................................................54 Linking Recruiters to Geographic Regions....................................................................................55 Associating Recruiters with Recruiting and Application Centers..................................................56 Linking Recruiters with Academic Programs and Academic Plans..............................................57 Chapter 3: Setting Up Prospects..............................................................................................................59 Setting Up Admission Installation Defaults.........................................................................................59 Page Used to Set Up Admission Installation Defaults..................................................................59 Setting Up Admission Installation Defaults..................................................................................60 Setting Up Admit Types.......................................................................................................................64 Page Used to Set Up Admit Types................................................................................................64 Setting Up Admit Types.................................................................................................................64 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. v Contents Setting Up Referral Sources.................................................................................................................65 Page Used to Set Up Referral Sources..........................................................................................65 Setting Up Referral Sources...........................................................................................................65 Setting Up School Types......................................................................................................................65 Page Used to Set Up School Types...............................................................................................66 Setting Up School Types................................................................................................................66 Setting Up Extracurricular Activities...................................................................................................67 Page Used to Set Up Extracurricular Activities............................................................................67 Setting Up Extracurricular Activities.............................................................................................68 Setting Up Honors and Awards............................................................................................................69 Page Used to Set Up Honors and Awards.....................................................................................69 Setting Up Honors and Awards.....................................................................................................69 Setting Up Student Groups...................................................................................................................70 Page Used to Set Up Student Groups............................................................................................70 Setting Up External Summary Types...................................................................................................71 Page Used to Set Up External Summary Types............................................................................71 Setting Up External GPA Tables..........................................................................................................71 Pages Used to Set Up External GPA Tables..................................................................................71 Defining External GPA Type Codes..............................................................................................72 Setting Up GPA Conversion Rules for GPA Types.......................................................................73 Reviewing Material Types and Defining Material Groups..................................................................73 Pages Used to Review Material Types and Define Material Group..............................................74 Viewing Material Types.................................................................................................................74 Using the Material Type Field Usage Page...................................................................................75 Setting Up Material Groups...........................................................................................................76 Chapter 4: Setting Up Self-Service Request Information and Using Self-Service Student Recruiting...................................................................................................................................................79 Understanding Self-Service Request Information................................................................................79 Prerequisites....................................................................................................................................79 Requesting Self-Service Information.............................................................................................80 Setting Up Self-Service Request Information......................................................................................80 Pages Used to Set Up Self-Service Request Information..............................................................81 Enabling Segments and Prospect Career Fields............................................................................82 Setting Up Institution and Career Parameters...............................................................................83 Using Self-Service Student Recruiting for Recruiting and Admissions...............................................85 Prerequisites....................................................................................................................................85 Pages Used to Manage Student Recruiting for Recruiting and Admissions..................................85 Chapter 5: Using Admission Applications Web Services......................................................................89 Understanding AAWS...........................................................................................................................89 Assessing Staff Skills.....................................................................................................................91 Setups for AAWS...........................................................................................................................91 See Also..........................................................................................................................................91 AAWS and List of Values Framework.................................................................................................92 CTM Self-Service and Administrator Modes.......................................................................................92 Integration with Other Campus Solutions Components.......................................................................94 User Account Manager...................................................................................................................95 Constituent Transaction Manager...................................................................................................97 Admissions API............................................................................................................................101 AAWS and Entity Registry.................................................................................................................104 Application....................................................................................................................................105 Constituent....................................................................................................................................105 vi Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. Contents AAWS Service Operations.................................................................................................................105 SAD_CREATEAPPL....................................................................................................................105 SAD_SAVEAPPL.........................................................................................................................110 SAD_SUBMITAPPL....................................................................................................................115 SAD_GETAPPLS.........................................................................................................................120 SAD_GETAPPL...........................................................................................................................123 SAD_GETATTACH......................................................................................................................127 Payment Integration Web Service Operations....................................................................................132 SSF_INITIATE_EPAYMENT......................................................................................................132 SSF_COMPLETE_EPAYMENT..................................................................................................137 Setting Up the Attachments URL.......................................................................................................143 Setting Up Hosted Payment................................................................................................................143 Post Installation Troubleshooting Tips...............................................................................................147 Verifying Web Service Security Settings.....................................................................................148 Publishing the Web Services........................................................................................................148 Refreshing the HCM Registry Cache..........................................................................................148 Verifying Campus Solutions SOA Framework Setup Entries.....................................................149 Avoiding Caching Issues..............................................................................................................149 Resolving Microsoft Internet Explorer 7 Trusted Sites Issue......................................................150 Resolving Adobe Flex Domain Security Issue............................................................................150 Setting Up Logging......................................................................................................................150 User Interface Considerations.............................................................................................................150 Start: Unregistered User...............................................................................................................151 New User Registration.................................................................................................................151 Logon (Authentication)................................................................................................................151 Get Application Summary............................................................................................................151 Create Application........................................................................................................................151 GetFee Configuration...................................................................................................................152 Update Application.......................................................................................................................153 Edit Application............................................................................................................................153 Save Application...........................................................................................................................154 Submit Application.......................................................................................................................154 Present Fee Options......................................................................................................................155 Payment Processing......................................................................................................................156 Error Handling..............................................................................................................................157 Logoff............................................................................................................................................157 Building the Hosted Payment HTML Object..............................................................................158 AAWS Web Services Description Language.....................................................................................159 Sample Code for an Online Application............................................................................................160 Chapter 6: Using the AAWS Sample Online Application...................................................................163 What is SOLA.....................................................................................................................................163 What SOLA is Not.............................................................................................................................163 Audience..............................................................................................................................................164 Supporting Audience...........................................................................................................................164 Required Setups..................................................................................................................................164 Web Services Used by SOLA............................................................................................................165 New User Registration Framework and SOLA..................................................................................166 Entity Registry and SOLA..................................................................................................................166 Functional Flow for SOLA.................................................................................................................167 New User Registration.................................................................................................................167 Creating a New Application ........................................................................................................168 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. vii Contents Editing Existing Application........................................................................................................171 Editing Existing Multiple Applications and Reviewing Multiple Application Statuses..............171 SOLA Pages for Entering Application Data................................................................................176 Paying Application Fees or Requesting Fee Waiver After Submitting Application...................184 Data Flow............................................................................................................................................188 Campus Solutions SOLA Pages to SQL Tables..........................................................................188 SQL Tables to Campus Solutions SOLA Pages..........................................................................189 SOLA Setup and Verification.............................................................................................................189 Step 1: Update Admissions URL.................................................................................................189 Step 2: Create New Roles............................................................................................................190 Step 3: Create New User Accounts.............................................................................................192 Step 4: Set Up Integration Broker (IB).......................................................................................194 Step 5: Configure Routings..........................................................................................................195 Step 6: Set Up Integration Broker – ANONYMOUS Node........................................................198 Step 7: Publish Web Services......................................................................................................200 Step 8: Refresh HCM Registry Cache.........................................................................................203 Step 9: Set Up New User Registration Tester.............................................................................203 Step 10: Verifying Your SOLA Setup.........................................................................................204 Chapter 7: Managing PeopleSoft Admission Transactions.................................................................211 Understanding Admission Transactions.............................................................................................211 CRM for Higher Ed EIPs and Admission Transactions..............................................................213 Understanding Admission Transactions Setups..................................................................................213 Setting Up CTM (Defining Transactions and Data Update Rules) and Configuring the Admission Transactions (Application Configuration component)...............................................214 CTM Data Updates Rules Specific to Admission Transactions..................................................215 How the System Attaches an Application to a Defined Transaction...........................................217 Understanding Staged Admission Transactions Processing...............................................................217 Correcting Admission Transaction Errors....................................................................................217 Posting Admission Transactions..................................................................................................218 Entity Registry and Admission Transactions.....................................................................................219 Delivered Entities Related to Admissions Data...........................................................................220 Configuring Admission Transactions.................................................................................................222 Pages Used to Configure Admission Transactions......................................................................222 Mapping Online Application Transactions to Academic Careers................................................223 Setting Up Application Defaults for Offline and Online Application Transactions.....................225 Setting Up Prospect Creation Rules and Defaults for Offline and Online Application Transactions..................................................................................................................................229 Setting Up Home or Unlisted Schools for Online Application Transactions...............................231 Reviewing and Editing Staged Admission Application Transactions................................................233 Pages Used to Review and Edit Staged Admission Application Transactions............................234 Impact of Application Center Security on Navigation................................................................235 Header on the Application Transactions Pages...........................................................................238 Reviewing Application Data and Error Messages.......................................................................239 Reviewing Additional Information..............................................................................................255 Reviewing Applicant's Education History...................................................................................256 Reviewing Additional Academic Information.............................................................................258 Reviewing General Materials and Attachments...........................................................................259 Reviewing Candidature Details Information................................................................................260 Reviewing Application Regional Information.............................................................................262 Chapter 8: Using File Parser for Loading Applications......................................................................263 Related Documentation for Using File Parser for Loading Applications..........................................263 viii Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. Contents Before You Begin...............................................................................................................................263 Setup for Loading Applications Using File Parser............................................................................263 Setting Up Admission Transactions...................................................................................................265 Setting Up File Parser.........................................................................................................................266 Running the File Parser Process.........................................................................................................272 Processing Staged Data.......................................................................................................................273 Commonly Used Calculated Mapping Application Class Objects.....................................................274 Application Center Default..........................................................................................................275 Chapter 9: Managing PeopleSoft Prospect/Admissions Data Load Transactions.............................279 Related Documentation for Prospect/Admissions Data Load Transactions.......................................279 Understanding Prospect/Admission Data Load Transactions.............................................................279 CRM for Higher Ed EIPs and Prospect/Admissions Data Transactions......................................283 Entity Registry and PDL Transactions...............................................................................................283 Configuring PDL Setup......................................................................................................................285 Setting Up Data Update Rules Entry...........................................................................................285 Setting Up Transaction.................................................................................................................288 Setting Up CTM Transaction Security.........................................................................................290 Understanding the Entity Registry Impacts.................................................................................291 Setting Up Common Attribute Framework..................................................................................292 Setting Up Filtering for Common Attributes...............................................................................294 Setting Up Prospect Configuration.....................................................................................................301 Pages Used to Set Up Prospect Configuration............................................................................302 Mapping Online Prospect/Admissions Data Load Transactions to Academic Careers................302 Setting Up Prospect Defaults for Prospect/Admissions Data Load Transactions........................303 Setting Up 3C Event IDs for Prospect/Admissions Data Load Transactions..............................305 Setting Up File Parser for PDL..........................................................................................................305 Before You Begin.........................................................................................................................305 File Parser Setup..........................................................................................................................306 Running the File Parser Process..................................................................................................311 Reviewing and Editing Staged PDL Transactions.............................................................................312 Pages Used to Review and Edit Staged PDL Transactions.........................................................313 Impact of CTM Transaction Security on Navigation..................................................................313 Header on the Prospect/Admissions Staging Pages.....................................................................316 Reviewing Academic Information Data and Error Messages......................................................317 Reviewing Education History......................................................................................................320 Reviewing Prospect Data.............................................................................................................321 Reviewing General Materials.......................................................................................................323 Posting PDL Transactions...................................................................................................................324 Processing Steps for Posting all Staged Data for a Specific Transaction....................................325 Processing Steps for Posting a Subset of Staged Data for a Specific Transaction.......................327 Processing Steps for Posting All Test Scores But Create Prospects for Only a Subset of the Test Takers for a Specific Transaction.........................................................................................329 Commonly Used PDL Calculated Mapping Application Class Objects............................................331 Delivered PDL Templates...................................................................................................................336 College Fair Automation (CFA)...................................................................................................337 International English Language Testing System (IELTS)............................................................340 Pearson Test of English (PTE).....................................................................................................342 Test Of English as a Foreign Language (TOEFL).......................................................................345 Graduate Management Admission Test (GMAT)........................................................................349 Graduate Record Examinations (GRE)........................................................................................354 Educational Opportunity Service (EOS)......................................................................................362 Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved. ix Contents American College Testing (ACT)................................................................................................365 Advanced Placement (AP)...........................................................................................................379 Law School Admission Test (LSAT)...........................................................................................385 Student Search Service (SSS)......................................................................................................389 Scholastic Aptitude Test (SAT)....................................................................................................393 Chapter 10: Setting Up External Test Score Loads.............................................................................409 Understanding External Test Score Loads Setup...............................................................................409 Enabling the Posting to CRM Option................................................................................................409 Defining External Test Components...................................................................................................410 Page Used to Define External Test Components.........................................................................411 Defining External Tests......................................................................................................................411 Page Used to Define External Tests............................................................................................411 Defining External Tests................................................................................................................412 Defining and Reviewing External Data Setup Tables........................................................................413 Pages Used to Review External Data Setup Tables.....................................................................414 Mapping AMCAS Ethnic Groups................................................................................................418 Mapping AMCAS Country Codes...............................................................................................419 Mapping SAT Country Codes......................................................................................................421 Mapping Ethnicity Codes.............................................................................................................423 Mapping GMAT State/Province Codes........................................................................................424 Mapping External Tests IDs...............................................................................................................425 Understanding External Test ID Mapping...................................................................................425 Page Used to Map External Tests IDs to PeopleSoft Test Codes................................................426 Mapping External Tests IDs to PeopleSoft Test Codes...............................................................427 Mapping External Test Codes to Internal Codes................................................................................428 Understanding External Test Data Mapping................................................................................428 Pages Used to Map External Test Codes to Internal Codes........................................................430 Mapping Academic Interest Codes..............................................................................................432 Mapping Extracurricular Activity Codes.....................................................................................433 Mapping Religious Preference Codes..........................................................................................434 Mapping Admit Terms.................................................................................................................435 Mapping Programs, Plans and Subplans......................................................................................436 Chapter 11: (CAN) Setting Up to Receive OUAC Transactions.........................................................437 Setting Up EDI Manager for OUAC Transactions............................................................................437 Setting Up OUAC Law Categories....................................................................................................442 Page Used to Set Up OUAC Law Categories.............................................................................442 Setting Up Teaching Subjects and CEGEP Programs........................................................................442 Pages Used to Set Up Teaching Subjects....................................................................................442 Setting Up OUAC Organizations.......................................................................................................443 Pages Used to Set Up OUAC Organizations...............................................................................443 Adding OUAC Organizations......................................................................................................444 Specifying a Primary Contact and Department for an OUAC Organization...............................444 Entering OUAC Organization Data.............................................................................................445 Entering School Data...................................................................................................................445 Assigning GPA Types to OUAC Organizations..........................................................................446 Defining School Course Classifications for OUAC....................................................................446 Defining the SECSCH Comment Category.................................................................................446 Chapter 12: Setting Up for Evaluating Applicants..............................................................................447 Prerequisites for Applicant Evaluations.............................................................................................447 Setting up Applicant Evaluation.........................................................................................................447 Pages Used to Set up Applicant Evaluation................................................................................447 x Copyright © 1988, 2016, Oracle and/or its affiliates. All rights reserved.

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PeopleSoft Campus Solutions 9.2: Recruiting and Admissions applications, then you shall be responsible to take all appropriate fail-safe, backup,
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