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13th Mass Change For Dummies
13th Mass Change For Dummies
ROSS LEISTEN
Enterprise Business Systems Coordinator Salisbury University
Provide inter-departmental analytical support for all Student Administration areas Liaison between end users and developers Provide end user training for University staff, faculty and students
SALISBURY UNIVERSITY
University System of Maryland affiliate located on Marylands Eastern Shore 4 academic schools housing 43 undergraduate/5 post baccalaureate certificate/13 graduate programs Approximately 8,000 student, 1,500 faculty and staff SU implemented PS HRSA and Financials v8 beginning with HR and Admissions in 2002, finishing with CR in 2004. SU currently uses Financials v8.9 and CS and HRMS v9. Financials upgrade occurred during the Summer of 2006. CS and HRMS upgrades
BENEFITS
Mass Change processes can be used in place of invasive system modifications or projects can be used to change or correct one or many table values online and without the use of behind the scene sql scripts require little or no attention during patches and fixes installations, and/or upgrades
ISSUES
Mass Change process missteps can be deadly, especially for triggerhappy users settings/runs involve several page and tab navigations settings are not validated results must be validated by query (no companion reports)
BUILDING BLOCKS
Types - define records and actions Templates - define selection fields Permission List Security Definitions define selection criteria Prompt Records most closely associated with Definitions Groups one or more Definitions
PROBLEM SOLUTION #1
SU instructors grade online - graded rosters are approved by instructors, posted by Registrars office SU schedule of classes build is decentralized across more than 20 academic departments where Instructor Access is not always coded with a consistent Approve
Select/define Criteria
Main Menu > PeopleTools > Security > Permissions and Roles > Permission Lists
Generate SQL
PROMPT RECORDS
Define/link Prompt Records
Main Menu > PeopleTools > Mass Changes > Prompt Records
TRANSLATE VALUES
Values defined within the translate table will automatically become visible in the Translate Mass Change View (XLAT_MC_VW)
Main Menu > PeopleTools > Mass Changes > Process Mass Change
PROBLEM SOLUTION #2
SU frequently uses Student Groups for mass transcript generation and enrollment appointment purposes After use, Student Group data is considered useless Although CS delivers a mechanism for inactivating Student Group members in mass, no process for removing members exists
STUDENT GROUPS
PROMPT RECORDS
TRANSLATE VALUES
STUDENT GROUPS
QUESTIONS?
Ross Leisten Enterprise Business Systems Coordinator Information Technology Salisbury University/Maryland rdleisten@salisbury.edu