Campus Solutions OnLine Workshops Catalog

Business Process

Recruiting & Admissions

Managing Recruiters

This half-day workshop covers adding and managing recruiters in PeopleSoft Campus Solutions.  Topics include adding individuals to the database, designating recruiters, regions and recruitment categories.

 

Managing Prospect Records

This half-day workshop covers adding and managing prospective students in PeopleSoft Campus Solutions.  Topics include adding prospects to the database, managing and updating prospect information, managing additional information such as academic interests and test scores, and communicating with prospects.

 

Managing Applicant Records

This one-day workshop covers adding and managing applicants in PeopleSoft Campus Solutions.  Topics include adding applicants to the database, managing and updating applicant information, managing additional information such as academic interests, extracurricular activities and test scores, using applicant checklists, communicating with applicants, and entering application decisions.

 

Loading and Deleting Applications

This half-day workshop covers loading applications into PeopleSoft Campus Solutions using the TS189 process.  Topics include loading applications and supporting materials using TS189, reconciling errors, purging the TS189 staging tables, and using the application delete process.

 

External Test Processing

This half-day workshop covers loading external test scores into PeopleSoft Campus Solutions.  Topics include loading external test scores, reconciling errors, creating prospects from external test scores, and purging external test score staging tables.

 

Enrollment Management

This half-day workshop covers managing enrollment in PeopleSoft Campus Solutions.  Topics include defining enrollment targets, creating enrollment management target templates, managing enrollment targets, and enrollment management reports.

 

Student Records

Managing Course Catalog

This half-day workshop covers managing the course catalog in PeopleSoft Campus Solutions.  Topics include setting up requirements, course attributes, instruction modes, adding courses to the database, and managing prerequisites and course equivalencies.

Managing Schedule

This one-day workshop covers managing the schedule of classes in PeopleSoft Campus Solutions.  Topics include setting up the supporting tables such as instructor/advisor table, exam code table and facility table, building the schedule of classes, using dynamic class dates, and combined sections.

 

Managing Students

This half-day workshop covers managing students in PeopleSoft Campus Solutions.  Topics include managing student programs, term activation, class permissions, and managing career pointers and defining exceptions.

 

Pre/Post Term Processing

This half-day workshop covers the processing that occurs before and after each term in PeopleSoft Campus Solutions.  Topics include term activation, degree processing, posting honors, grading, and transcript processing.

 

Enrollment

This half-day workshop covers the enrollment in PeopleSoft Campus Solutions.  Topics include student self-service enrollment, administrative enrollment, block enrollment, adding and dropping classes, and conducting a class enrollment review.

 

Transfer and Test Credit

This half-day workshop covers the processing transfer and test credit in PeopleSoft Campus Solutions.  Topics include defining the relevant setup tables, such as external organizations, external subjects and external terms, creating test and transfer equivalency rules, and processing test and transfer credit manually and in batch.

 

Student Financials

Managing Tuition and Fees

This half-day workshop covers managing tuition and fees in PeopleSoft Campus Solutions.  Topics include defining the relevant setup tables, such as tuition calculation controls, calendars, tuition groups and course and class fees, calculating tuition for an individual student, calculating tuition in batch, and calculating tuition after cancellation.

 

Student Financials Foundation

This half-day workshop covers the foundation of Student Financials in PeopleSoft Campus Solutions.  Topics include account types, item types and item type groups, the general ledger interface, and charge and payment priority.

 

Managing Student Accounts

This one-day workshop covers managing student accounts in PeopleSoft Campus Solutions.  Topics include using student, corporate, and group posting, reversing charges and payments, enrollment deposits, late fee batch processes and optional fee reversals.

 

Managing Billing and Collections

This half-day workshop covers managing billing and collections in PeopleSoft Campus Solutions.  Topics include creating billing standard requests, processing invoices, adding collection items, processing collection letters, and reviewing customers and corporations in collection.

 

Managing Service Indicators and Refunds

This half-day workshop covers managing service indicators and processing refunds in PeopleSoft Campus Solutions.  Topics include adding and removing service indicators, processing individual student and organization refunds, processing batch refunds, direct depositing refunds, and reversing student and corporate refunds.

 

Cashiering

This half-day workshop covers managing the cashiering office in PeopleSoft Campus Solutions.  Topics include opening the cashiering office, processing student and department deposits, replenishing cash, voiding a transaction, and closing a cashiering office.

 

Financial Aid

Direct Loan Setup & Processing

This half-day workshop covers setting up and processing Direct Loans in PeopleSoft Campus Solutions. Topics include setting up promissory notes and destination defaults and processing Direct Loan origination and manifests.

 

Leveraging Equation Engine in Financial Aid

This half-day workshop covers the Equation Engine and how it can be used in financial aid. Topics include understanding what equations can do, how equations are constructed, tools for writing and testing equations, and equation security.

 

Introduction to Financial Aid

This one-day workshop provides an introduction to financial aid in PeopleSoft Campus Solutions.  Topics include understanding how academic structure impacts aid processing, the financial aid awarding cycle, viewing packaging summaries, loading ISIRs, performing ISIR corrections and simulations, and working with student budgets.

 

Managing Back Office Financial Aid Services

This half-day workshop covers the back office processing done by a financial aid office in PeopleSoft Campus Solutions.  Topics include authorizing and disbursing aid, processing CL and DL loans, and verification

 

Managing SAP and Return of Title IV Funds

This half-day workshop covers satisfactory academic progress (SAP) and returning Title IV funds in PeopleSoft Campus Solutions.  Topics include setting up SAP, running SAP for an individual student and in batch, creating a worksheet for the return of Title IV funds and tracking post withdrawal disbursement.

 

Financial Aid Reports and Other Processes

This half-day workshop covers financial aid reporting in PeopleSoft Campus Solutions.  Topics include the Fiscal Operations Report and Application to Participate (FISAP), running the fiscal aggregate summary, fund roster and over award reports.

Academic Advisement

Setup Requirements

This half-day workshop covers building academic advising requirements in PeopleSoft Campus Solutions.  Topics include setting up understanding academic structure and setting up degree requirements.

 

Setup Rules

This half-day workshop covers building academic advising rules in PeopleSoft Campus Solutions.  Topics include creating advising rules, math functions, connector types and partition sharing.

 

Setup Exceptions and Analysis Database

This half-day workshop covers setting up exceptions and the analysis database in PeopleSoft Campus Solutions.  Topics include building exceptions, populating the analysis database, print the contents of the analysis database, and creating user-defined reports from the analysis database.

 

Managing Students in Academic Advisement

This half-day workshop covers managing students in academic advisement in PeopleSoft Campus Solutions.  Topics include running individual advisement reports, authorizing student or group exceptions, student groups, and the enrollment backpack.

 

Design & Configuration

Campus Solutions Bootcamp

Student Implementation Overview

This half-day workshop provides an overview of the implementation of PeopleSoft Campus Solutions.  Topics include an overview of PeopleSoft Campus Solutions, project lifecycle, and roles on a project.

 

PeopleSoft Architecture

This half-day workshop provides an overview of the architecture and structure of PeopleSoft Campus Solutions.  Topics include an overview of PeopleSoft Campus Solutions, academic structure, and foundation tables.

 

Application Designer

This half-day workshop covers understanding and using Application Designer in PeopleSoft Campus Solutions.  Topics include understanding when Application Designer is used, locating pages in Application Designer, and modifying components.

 

Overcoming Resistance

This half-day workshop covers understanding and overcoming resistance in a PeopleSoft Campus Solutions project.  Topics include understanding and recognizing resistance, preventing common causes of resistance, and addresses resistance to change.

 

Academic Structure

Course Catalog Structure

This half-day workshop provides an overview of the structure of the course catalog in PeopleSoft Campus Solutions.  Topics include Institutions, Academic Groups, Academic Organization, Career, Grade Scheme, Subject, Campus and Location and it’s impact to managing the course catalog and the schedule of classes.

 

Student Perspective Structure

This half-day workshop provides an overview of the structure of PeopleSoft Campus Solutions from a student’s perspective.  Topics include Career, Academic Program, Academic Plan, Academic Sub-plan and their dependencies.  It also address the impacts to managing student majors, degrees, and diplomas.  The workshop also covers the various impacts of various program & career tracks (career nbrs) and the impact of the academic structure on the various process within Student Records, Financial Aid and Student Financials.

 

Timeline Structure

This half-day workshop provides an overview of the timeline structure of PeopleSoft Campus Solutions.  Topics include Academic Calendar, Term /Session Table, Time Periods, Dynamic Dates and the design impacts to the Student Financials and Financial Aid offices.  The workshop provides an overall understanding of how the timeline structure impacts to the various processes such as tuition calc, self-service, enrollment controls, transcripts and major changes.

 

Managing Academic Structure Security and Impacts

This half-day workshop covers academic structure security and its impacts of PeopleSoft Campus Solutions.  Topics include managing Session Time Periods and it’s impact to enrollment.  The workshop also goes into detail within the Secure Student Administration and Enrollment Security tables and the impact to users and their respective roles.

 

Campus Community

Population Selection and Update

This half-day workshop covers setting up and using the Population Selection and Update processes in PeopleSoft Campus Solutions.  Topics include understanding Population Selection and Update, using PS query, external files, and equation engine with Population Select and Update and running the Population Selection and Update processes.

 

Person Model and Search Match

This half-day workshop covers an overview of the Person Model and setting up and using Search Match in PeopleSoft Campus Solutions.  Topics include understanding the Person Model, organizational relationships, search match rules and parameters, and automatic search match.

 

Managing SEVIS

This half-day workshop covers managing SEVIS data in PeopleSoft Campus Solutions.  Topics include SEVIS setup and mapping, entering SEVIS data manually, and importing and exporting SEVIS data.

 

Self Service

Designing Self Service

This half-day workshop covers an overview of designing self service in PeopleSoft Campus Solutions.  Topics include configuring the Student Center and Faculty Center and configuring and using the Student Services Center.

 

Student Self Service

This half-day workshop covers the Student Center in PeopleSoft Campus Solutions.  Topics include viewing admissions, financial aid, and student financials information, modeling transfer credit, using the enrollment shopping cart, and running advisement and degree audit reports.

 

Faculty Self Service

This half-day workshop covers faculty self service in PeopleSoft Campus Solutions.  Topics include entering grades, viewing exam and class schedules and advisees, and running advisement reports.

 

Campus Solutions Security

Understanding Campus Solutions Security Functions

This half-day workshop covers the structure and application of security PeopleSoft Campus Solutions.  Topics include understanding the PS security structure, and building and assigning roles and permissions.

 

Manage Campus Solutions Row Level Security

This half-day workshop covers row level security in PeopleSoft Campus Solutions.  Topics include understanding row level security impacts and building and setting up row level security such as Academic Institution, Academic Program, and Program Actions.

 

3Cs

Designing 3Cs

This one-day workshop covers the structure and design of Communications, Comments, and Checklists in PeopleSoft Campus Solutions.  Topics include 3Cs security, 3C groups, and setting up Communications, Comments, and Checklists.

 

3C Engine and Communication Generation

This half-day workshop covers the structure and design of Communications, Comments, and Checklists in PeopleSoft Campus Solutions.  Topics include creating and registering data sources, creating templates and report definitions, and running the 3C Engine and Communication Generation processes.

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