Maryland's Public System of Higher Education

This session will provide an overview of some successful strategies used at Towson University to keep the PeopleSoft admissions product as vanilla as possible while leveraging its functionality to streamline and make more efficient admissions business processes

This session will utilize a case study example from the CSU-Fresno PSSF implementation and post go-live operations for simplifying and automating student refund posting via the Batch Refund process.  Special attention will be given to the analysis of existing business processes prior to PSSF, how those processes were re-designed with PSSF Batch Refunding functionality in mind and how it all came together with actual day-to-day processing on the campus after go-live.  Time permitting; participants will have the opportunity for starting the analysis and re-design process for their own USM institutions.

The session will include the following: 1) Tips and tricks for searching customer connection for patches and fixes, 2) Tips and tricks for applying patches and fixes, 3) Developing a maintenance schedule for applying patches and fixes (Financials and HR/SA), 4) Introduction to Change Assistant (new to PeopleTools 8.44 and higher

Application Engine is a delivered PeopleTool. Often working in concert with Mass Change, Application Engine jobs are helpful in the mass updating of tables and records. The advantage they offer over SQRs (standard query reports) is that they can launch PeopleCode and COBOL programs. Using Mass Change functionality, they place a lot of control into the functional users and alleviate technical resources from mundane tasks. Each application engine job is responsible for updating/inserting into a unique group of tables. Mass Change is used to identify the population and the table specific defaults to be updated. Delivered Application Engine jobs exist for Communications, Checklists and Comments; and User Profile Creation. Client specific Application Engine jobs have been successful in adding and deleting service indicators (holds) based on criteria from each Student Administration module and in inviting individuals to event meetings for the purpose of event tracking and communication.

The presentation will discuss, in high level terms, how the Application Engine works; discuss the merits of Mass Change in relation to Application Engine; and discuss some of the advantages of the Application Engine processes over more conventional development mechanisms.

CRM for Enrollment Management

1. Marketing for Campaign planning and management.

2. Online Marketing Dialogs for Surveys and Online Applications

3. Telecounseling for Scripted Calling and Qualification of Prospects and or Alumni Pledge Drives

4. The Dynamic Profile Features, what does it do for you and why is it so important

5. Audience Segmentation easy to use and takes advantage of dynamic profiles

CRM for Student Care Contact Centers

1. The 360 degree view with Campus Solutions Integrations

2. Tracking all touch points (interactions with Existing Students, Prospective Students, Faculty and Staff)

3. Configure your contact center for efficient call handling and issue tracking

4. Knowledge Base Management for Online Solutions and Guides

5. Robust Student Self Service functionality to reduce need for calls yet still provide information and solutions to any type of issue

UMES has been live with Student Records for about a year and draft degree progress reports are being tested in a development environment prior to making them available to students and advisors. The year of experience has uncovered a number of conversion errors, we have come to realize that several of our initial setup decisions are not working exactly as we had hoped they would, and we have identified some of those "nice to have" functions that are really important. In this presentation we will talk about a few of our favorite solutions. Our tentative agenda includes:

• Redesigning the repeat rule setup to remove Excluded course data from academic statistics,
• Using a repeat rule to grant Academic Clemency for selected courses,
• Setting up generic University System of Maryland transfer courses, linking them to specific campuses, and printing the information on the transcript,
• Creating a Special Usage degree progress report for University General Education requirements.

We will introduce each solution by explaining the context in which the problem appeared, followed by a functional and technical explanation of how the solution works

PeopleSoft presents PeopleTools 8.4x: Integration Broker - Features and Functions. A discussion of the PeopleSoft open architecture and a demonstration of a home-grown integration between HRMS and Financials. Plus, learn the differences between application messaging and integration broker. Finally, a look at where technology is going in the next 6 months (i.e. new releases, high level changes)