PeopleSoft Enterprise Recruiting and Admissions 9.0 PeopleBook

March 2010

PeopleSoft Enterprise Recruiting and Admissions 9.0 PeopleBookSKU cs9lsad-b0310

Copyright 1988, 2010, Oracle and/or its affiliates. All rights reserved.

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Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. iii

Contents

Preface

PeopleSoft Enterprise Recruiting and Admissions Preface .................................................................. xxix

PeopleSoft Products .................................................................................................................................... xxixPeopleSoft Enterprise Campus Solutions Fundamentals ............................................................................ xxixPeopleBook Structure ................................................................................................................................. xxixPeopleBooks and the Online PeopleSoft Library ...................................................................................... xxxii

Chapter 1

Getting Started with Recruiting and Admissions ...................................................................................... 1

Recruiting and Admissions Overview ............................................................................................................. 1Recruiting and Admissions Business Processes .............................................................................................. 1Recruiting and Admission Integrations ........................................................................................................... 4Recruiting and Admissions Implementation .................................................................................................... 5

Chapter 2

Building Your Recruiting Structure ............................................................................................................ 7

Setting Up Your Recruiting Structure ............................................................................................................. 7Pages Used to Set Up Your Recruiting Structure ..................................................................................... 8Setting Up Region Codes ......................................................................................................................... 9Setting Up Region Trees .......................................................................................................................... 9Activating Region Trees ......................................................................................................................... 12Setting Up Recruiting Categories ........................................................................................................... 12Setting Up Recruiting Centers ................................................................................................................ 13Setting Up Application Processing Centers ........................................................................................... 14

Defining Recruiters ....................................................................................................................................... 15Prerequisites ............................................................................................................................................ 15Pages Used to Identify Recruiters ........................................................................................................... 16Designating Recruiters ........................................................................................................................... 17Assigning Recruiters to Recruiting Categories ...................................................................................... 17Linking Recruiters to Geographic Regions ............................................................................................ 18Associating Recruiters with Recruiting and Application Centers .......................................................... 20Linking Recruiters with Academic Programs and Academic Plans ....................................................... 20

Contents

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Chapter 3

Setting Up Prospects ................................................................................................................................... 23

Setting Up Admission Installation Defaults ................................................................................................. 23Page Used to Set Up Admission Installation Defaults ............................................................................ 24Setting Up Admission Installation Defaults ............................................................................................ 24

Setting Up Admit Types ............................................................................................................................... 28Page Used to Set Up Admit Types .......................................................................................................... 28Setting Up Admit Types .......................................................................................................................... 29

Setting Up Referral Sources .......................................................................................................................... 29Page Used to Set Up Referral Sources .................................................................................................... 29Setting Up Referral Sources .................................................................................................................... 29

Setting Up School Types .............................................................................................................................. 30Page Used to Set Up School Types ......................................................................................................... 30Setting Up School Types ......................................................................................................................... 30

Setting Up Extracurricular Activities ............................................................................................................ 31Page Used to Set Up Extracurricular Activities ...................................................................................... 32Setting Up Extracurricular Activities ...................................................................................................... 32

Setting Up Honors and Awards .................................................................................................................... 33Page Used to Set Up Honors and Awards ............................................................................................... 33Setting Up Honors and Awards ............................................................................................................... 33

Setting Up Student Groups ........................................................................................................................... 35Page Used to Set Up Student Groups ...................................................................................................... 35

Setting Up External Summary Types ........................................................................................................... 35Page Used to Set Up External Summary Types ...................................................................................... 36

Setting Up External GPA Tables .................................................................................................................. 36Pages Used to Set Up External GPA Tables ........................................................................................... 36Defining External GPA Type Codes ...................................................................................................... 37Setting Up GPA Conversion Rules for GPA Types ............................................................................... 37

Reviewing Material Types and Defining Material Groups ........................................................................... 38Pages Used to Review Material Types and Define Material Group ....................................................... 39Viewing Material Types ......................................................................................................................... 39Using the Material Type Field Usage Page ............................................................................................ 40Setting Up Material Groups ................................................................................................................... 41

Chapter 4

Setting Up Self-Service Request Information and Using Self-Service Student Recruiting .................. 43

Understanding Self-Service Request Information ........................................................................................ 43Prerequisites ............................................................................................................................................ 43Requesting Self-Service Information ..................................................................................................... 44

Contents

Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. v

Setting Up Self-Service Request Information ............................................................................................... 45Pages Used to Set Up Self-Service Request Information ....................................................................... 45Enabling Segments and Prospect Career Fields ..................................................................................... 45Setting Up Institution and Career Parameters ........................................................................................ 47

Using Self-Service Student Recruiting for Recruiting and Admissions ....................................................... 49Prerequisites ............................................................................................................................................ 49Pages Used to Manage Student Recruiting for Recruiting and Admissions ........................................... 49

Chapter 5

Setting Up External Test Score Loads ...................................................................................................... 51

Enabling the Posting to CRM Option ............................................................................................................ 51Defining External Test Components ............................................................................................................. 52

Page Used to Define External Test Components .................................................................................... 53Defining External Tests ................................................................................................................................ 53

Page Used to Define External Tests ........................................................................................................ 53Defining External Tests ........................................................................................................................... 53

Defining and Reviewing External Data Setup Tables .................................................................................. 55Pages Used to Review External Data Setup Tables ................................................................................ 55Mapping AMCAS Ethnic Groups ........................................................................................................... 60Mapping AMCAS Country Codes .......................................................................................................... 61Mapping SAT Country Codes ................................................................................................................. 63Mapping Ethnicity Codes ....................................................................................................................... 65Mapping GRE Country Codes ................................................................................................................ 66

Mapping External Tests IDs ......................................................................................................................... 67Understanding External Test ID Mapping .............................................................................................. 67Page Used to Map External Tests IDs to PeopleSoft Test Codes ........................................................... 68Mapping External Tests IDs to PeopleSoft Test Codes .......................................................................... 68

Mapping External Test Codes to Internal Codes .......................................................................................... 70Understanding External Test Data Mapping ........................................................................................... 70Pages Used to Map External Test Codes to Internal Codes .................................................................... 72Mapping Academic Interest Codes ........................................................................................................ 73Mapping Extracurricular Activity Codes ............................................................................................... 74Mapping Religious Preference Codes .................................................................................................... 76Mapping Admit Terms ............................................................................................................................ 76Mapping Programs, Plans and Subplans ................................................................................................. 77

Chapter 6

(CAN) Setting Up to Receive OUAC Transactions .................................................................................. 79

Setting Up EDI Manager for OUAC Transactions ....................................................................................... 79Setting Up OUAC Law Categories ............................................................................................................... 85

Contents

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Page Used to Set Up OUAC Law Categories ......................................................................................... 85Setting Up Teaching Subjects and CEGEP Programs .................................................................................. 85

Pages Used to Set Up Teaching Subjects ................................................................................................ 86Setting Up OUAC Organizations .................................................................................................................. 86

Pages Used to Set Up OUAC Organizations .......................................................................................... 86Adding OUAC Organizations ................................................................................................................ 87Specifying a Primary Contact and Department for an OUAC Organization ......................................... 88Entering OUAC Organization Data ....................................................................................................... 88Entering School Data .............................................................................................................................. 89Assigning GPA Types to OUAC Organizations .................................................................................... 90Defining School Course Classifications for OUAC ............................................................................... 90Defining the SECSCH Comment Category ........................................................................................... 90

Chapter 7

Setting Up for Evaluating Applicants ....................................................................................................... 91

Prerequisites ................................................................................................................................................... 91Setting up Applicant Evaluation .................................................................................................................... 91

Pages Used to Set up Applicant Evaluation ............................................................................................ 92Defining Rating Schemes ....................................................................................................................... 93Using the Material Extract Detail Page .................................................................................................. 94Assigning Components to Rating Schemes ........................................................................................... 95Defining Evaluation Codes .................................................................................................................... 97Defining Evaluation Committees for Admission Applications .............................................................. 98Defining Evaluation Status Codes .......................................................................................................... 99

Setting Up Student Response ...................................................................................................................... 100Page Used to Set Up Student Response ................................................................................................ 100Enabling Student Response for a School Type ..................................................................................... 100

Chapter 8

Setting Up Admissions Program Actions and Program Action Reasons ............................................. 101

Setting Up Admissions Program Actions and Program Action Reasons .................................................... 101Pages Used to Set Up Admissions Program Actions and Program Action Reasons ............................ 101Reviewing Admissions Program Action Values .................................................................................. 102Defining Admissions Program Action Reason Values ........................................................................ 103

Chapter 9

Recruiting Prospective Students .............................................................................................................. 105

Understanding Adding Prospects ................................................................................................................. 105

Contents

Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. vii

Prerequisites ................................................................................................................................................. 105Adding Prospects Through the Create/Update Prospects Component ........................................................ 106

Pages Used to Add Prospects ................................................................................................................ 107Entering and Updating Prospect Biographical Details ......................................................................... 107Entering and Updating Prospect Regional Data ................................................................................... 107Entering and Updating Prospect Academic Career Data ..................................................................... 108Entering and Updating Prospect Academic Program Data .................................................................. 110Entering and Updating Prospect School and Recruiting Data ............................................................. 111Tracking Prospects Event Attendance .................................................................................................. 115Recording Event Meeting Information ................................................................................................ 115Adding Communications, Checklists and Comments for Prospects .................................................... 116

Creating Prospects When Posting External Test Scores .............................................................................. 116Prerequisites .......................................................................................................................................... 117

Creating Prospects from Test Scores with Query ........................................................................................ 117Understanding Creating Prospects from Test Scores with Query ......................................................... 117Prerequisites .......................................................................................................................................... 118Pages Used to Add Prospects From Test Scores Using Query ............................................................. 119Creating Prospects by Querying External Test Loads ......................................................................... 119Selecting a Query ................................................................................................................................. 121

Adding Prospects Through a System-wide Query ...................................................................................... 122Understanding Queries and Prospect Creation ...................................................................................... 122Pages Used to Add Prospects Through a System-wide Query .............................................................. 123Adding Prospects Through a System-wide Query ................................................................................ 123Selecting a Query .................................................................................................................................. 125

Viewing Prospect Information .................................................................................................................... 125Pages Used to View Prospect Information ............................................................................................ 125

Assigning Regions, Recruiting Categories, and Recruiters on a Mass Basis ............................................. 125Understanding the Assignment of Regions, Recruiting Categories, and Recruiters on a Mass Basis .. 126Pages Used to Assign Regions, Recruiting Categories, and Recruiters on a Mass Basis ..................... 126Using General Criteria to Select the Prospect Group ........................................................................... 127Using Academic Criteria to Select the Prospect Group ....................................................................... 130Using Program and Plan Criteria to Select the Prospect Group ........................................................... 131Using Academic Interests Criteria to Select the Prospect Group ......................................................... 133Assigning Regions, Recruiters, and Recruiting Categories to the Prospect Group ............................. 134

Chapter 10

Tracking Supporting Prospect and Applicant Information ................................................................. 137

Prerequisites ................................................................................................................................................. 137Tracking Supporting Information for Prospects and Applicants ................................................................ 137

Pages Used to Track Supporting Information for Prospects and Applicants ........................................ 138Tracking Academic Interests for Prospects and Applicants ................................................................. 139Tracking Electronic Addresses for Applicants ..................................................................................... 140

Contents

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Tracking Extracurricular Activities for Prospects and Applicants ....................................................... 141Tracking Honors and Awards for Prospects and Applicants ............................................................... 141Tracking Languages for Prospects and Applicants .............................................................................. 141Tracking Names for Prospects and Applicants .................................................................................... 141Tracking Publications for Prospects and Applicants ............................................................................ 141Tracking Relations with Your Institution for Prospects and Applicants ............................................. 142Tracking Relationships for Prospects and Applicants .......................................................................... 142Tracking Residency Data for Prospects and Applicants ...................................................................... 142Tracking Student Group Involvement for Prospects and Applicants ................................................... 143Tracking Work Experience for Prospects and Applicants ................................................................... 143Tracking Test Results for Prospects and Applicants ............................................................................ 143Viewing Academic Test Summary Information for Prospects and Applicants ................................... 145

Viewing Event and Meeting Summary Information ................................................................................... 145Viewing Schools by Groups ....................................................................................................................... 146Viewing an Account Summary ................................................................................................................... 146

Chapter 11

Tracking External Education .................................................................................................................. 147

Understanding External Education .............................................................................................................. 147Entering and Updating External Education Data ........................................................................................ 147

Common Elements Used in This Section .............................................................................................. 148Pages Used to Enter and Update External Data .................................................................................... 148Entering External Education Data ........................................................................................................ 150Entering Transcript Comments ............................................................................................................. 156Entering External Courses and Degrees ............................................................................................... 156Entering Transfer Credit Detail ............................................................................................................. 161Entering External Course Comments .................................................................................................... 161(CAN) Entering Regional Data ............................................................................................................ 162Copying Self-Reported Courses ............................................................................................................ 163

Viewing Summary Education Data for Prospects and Applicants ............................................................. 165Common Elements Used in This Section .............................................................................................. 165Pages Used to View Summary Education Data for Prospects and Applicants ..................................... 166Viewing External Academic Summary Information ............................................................................ 167Viewing External Subject Summary Information ................................................................................ 168Viewing External Degree Summary Information ................................................................................ 169Viewing External Course Summary Information ................................................................................. 169

Chapter 12

Tracking General and Application Materials for Prospects and Applicants ...................................... 171

Entering General Materials for Prospects and Applicants ........................................................................... 171

Contents

Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. ix

Pages Used to Enter General Materials for Prospects and Applicants .................................................. 172Entering General Materials .................................................................................................................. 173Adding Details About the Recommender ............................................................................................ 174Viewing General Materials Summary Information for Prospects and Applicants ............................... 175Manually Associating Supporting Materials to an Application ........................................................... 176Linking General Materials to Applications .......................................................................................... 177

Linking Materials to an Application ........................................................................................................... 178Pages Used to Link Materials to an Applications ................................................................................. 178

Viewing Summary Application Materials Information .............................................................................. 180Pages Used to View Summary Application Materials Information ...................................................... 180Viewing Materials Summary Information ........................................................................................... 182Viewing Academic Summary Information .......................................................................................... 182Viewing Academic Subjects Summary Information ............................................................................ 183Viewing Course Summary Information ............................................................................................... 184

Chapter 13

Viewing Groups of Prospects or Applicants ........................................................................................... 187

Viewing Prospects and Applicants by Organization ................................................................................... 187Pages Used to View Prospects and Applicants by Organization .......................................................... 187Viewing Prospects by Organization ..................................................................................................... 188Viewing Applicants by Organization ................................................................................................... 190

Viewing Prospects and Applicants Assigned to a Specific Recruiter ......................................................... 191Pages Used to View Prospects Assigned to a Specific Recruiter by Category ..................................... 191Viewing Prospects Assigned to a Specific Recruiter by Category ...................................................... 192Viewing Applicants Assigned to a Specific Recruiter by Category .................................................... 194Viewing Prospects Assigned to a Specific Recruiter by Region ......................................................... 195Viewing Applicants Assigned to a Specific Recruiter by Region ....................................................... 196

Chapter 14

Adding and Updating Applications ......................................................................................................... 199

Adding New Applications Manually .......................................................................................................... 199Prerequisites .......................................................................................................................................... 200Pages Used to Add New Applications Manually .................................................................................. 201Entering or Updating Applicant Biographical Data ............................................................................. 203Entering or Updating Applicant Regional Data ................................................................................... 204Entering Application Program Data ..................................................................................................... 204Updating or Adding Application Regional Data .................................................................................. 207Using the Calculate Deposit Fees Page ................................................................................................ 210Entering Application Data .................................................................................................................... 211Using the Application Fees Page ......................................................................................................... 214

Contents

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Using the Application Items Page ........................................................................................................ 215Entering Recruiting Information for an Application ............................................................................ 216Adding Communications, Checklists and Comments for Applicants .................................................. 219

Adding New Prospects and Applications with Quick Admit ..................................................................... 220Understanding Quick Enroll and Quick Admit .................................................................................... 220Pages Used to Add New Prospects/Applications with Quick Admit .................................................... 223Entering Biographical Details .............................................................................................................. 223Entering Regional Data ........................................................................................................................ 224Entering or Viewing Academic Program Data ..................................................................................... 224Selecting Your Criteria for Quick Admit Batch Apps ......................................................................... 226Assigning Criteria for Quick Admit ..................................................................................................... 227

Creating Applications from External Test Score Data ................................................................................ 231Pages Used to Create Applications from External Test Score Data ...................................................... 232Selecting the Test Score Data Load ..................................................................................................... 232Setting Up the Application Program Parameters ................................................................................. 233Setting Up the Application Data Parameters ........................................................................................ 234Setting Up the Application Recruiting Parameters .............................................................................. 236

Updating Applications ................................................................................................................................ 238Prerequisites .......................................................................................................................................... 238Pages Used to Update Applications ...................................................................................................... 239Updating or Adding Application Program Data .................................................................................. 240

Capturing Student Response Why the Student Selected Another Institution ................................... 240Adding a Program to an Existing Application ..................................................................................... 241

Viewing Application Summary Information .............................................................................................. 243Pages Used to View Application Summary Information ...................................................................... 243

Calculating Application Fees in Batch ....................................................................................................... 243Pages Used to Calculate Application Fees in Batch ............................................................................. 243Calculating Application Fees in Batch ................................................................................................. 244

Recording the Basis of Admission .............................................................................................................. 244Pages Used to Record the Basis of Admission ..................................................................................... 245Defining the Basis of Admission Code ................................................................................................ 245Assigning a Basis of Admission to Applicants .................................................................................... 246

Recording Comments and Conditions for Admission ................................................................................ 248Pages Used to Record Comments and Conditions for Admission ........................................................ 249Defining Admission Comment Codes .................................................................................................. 250Assigning Admission Comments to Applicants ................................................................................... 250

Viewing Summary Checklist, Comment, and Communication Data ......................................................... 252

Chapter 15

Performing EDI TS130 Transcript Transactions .................................................................................. 253

Prerequisites ................................................................................................................................................. 253Understanding EDI TS130 Transcript Transactions ................................................................................... 255

Contents

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Understanding the EDI Applications and Transcripts Business Process .................................................... 256Setting Up Ethnicity in the System .............................................................................................................. 257Processing the Schedule Inbound EC Agent ............................................................................................... 258Loading EDI Data for Transcript Transactions ........................................................................................... 259

Page Used to Load EDI Data for Transcript Transactions .................................................................... 259Loading TS130 Transcripts into Staging Tables ................................................................................... 259

Reviewing and Editing the EDI TS130 Staging Pages ............................................................................... 261Pages Used to Review and Edit the EDI TS130 Data ........................................................................... 262Reviewing EDI TS130 Staging Process Options ................................................................................. 265Reviewing EDI TS130 Organization Staging Process Options ........................................................... 268Reviewing EDI TS130 Name Data ...................................................................................................... 270Reviewing EDI TS130 Address Data ................................................................................................... 271Reviewing EDI TS130 Staging Bio/Demo Data .................................................................................. 272Reviewing EDI TS130 Staging Bio/Demo (2) Data ............................................................................ 273Reviewing EDI TS130 Requirements, Attributes, and Proficiencies .................................................. 274Reviewing EDI TS130 Previous College Data .................................................................................... 275Reviewing EDI TS130 Staging Organization Demographic Data ....................................................... 275Reviewing EDI TS130 Staging Academic Status Data ....................................................................... 277Reviewing EDI TS130 Staging Activity Data ..................................................................................... 277Reviewing EDI TS130 Staging Test Score Data ................................................................................. 278Reviewing EDI TS130 Staging Session Data ...................................................................................... 279Reviewing EDI TS130 Staging Academic Summary Data .................................................................. 280Reviewing EDI TS130 Staging Course Data ....................................................................................... 281Reviewing EDI TS130 Staging Degree Data ....................................................................................... 284Reviewing EDI TS130 Staging Additional Information ...................................................................... 284Reviewing EDI TS130 Messages in the Staging Table ....................................................................... 286

Using the Organization Search Process ...................................................................................................... 287Page Used to Run the Organization Search Process ............................................................................. 288

Setting Up TS130 Search/Match/Post Parameters, and Processing and Posting the EDI Staging Files .... 288Pages Used to Set Up TS130 Search/Match/Post Parameters, Process, and Post the EDI Staging Files .

289Setting Up Search/Match Parameters ................................................................................................... 290Posting the EDI TS130 External Data .................................................................................................. 291Establishing Address Types ................................................................................................................. 293

Purging the EDI TS130 Staging Table and Messages ................................................................................ 293Page Used to Purge the EDI TS130 Staging Table and Messages ........................................................ 293Purging Staging Tables ......................................................................................................................... 294

Purging All EDI Messages .......................................................................................................................... 295Page Used to Purge All EDI Messages ................................................................................................. 296

Chapter 16

Performing EDI TS189 Application Transactions ................................................................................. 297

Contents

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Understanding EDI TS189 Application Transactions ................................................................................. 297Setting Up Ethnicity for EDI TS189 Application Transactions .................................................................. 299

Understanding Ethnicity Setup for EDI TS189 Transactions ............................................................... 299Page Used to Set Up Ethnicity for EDI TS189 Application Transactions ............................................ 299Setting Up Ethnicity Mapping ............................................................................................................... 300

Loading the EDI Data for Application Transactions .................................................................................. 300Page Used to Load the EDI Data for Application Transactions ............................................................ 301Loading Applications ............................................................................................................................ 301

Reviewing and Editing the TS189 Staging Pages ....................................................................................... 302Pages Used to Review and Edit TS189 Staging Pages ......................................................................... 303Reviewing EDI TS189 Staging Bio/Demo Data ................................................................................... 306Reviewing TS189 Staging Address Data ............................................................................................. 307Reviewing TS189 Staging Communication Data ................................................................................ 308Reviewing TS189 Staging Languages ................................................................................................. 309Reviewing TS189 Staging Recommender Data ................................................................................... 309Reviewing TS189 Staging Residence Data .......................................................................................... 312Reviewing TS189 Staging Reference Numbers Data .......................................................................... 313Reviewing TS189 Staging Application Degree Data ........................................................................... 313Reviewing TS189 Staging Application Entry/Questions ..................................................................... 314Reviewing TS189 Staging Cumulative GPA Data .............................................................................. 316Reviewing TS189 Staging Employment Data ..................................................................................... 316Reviewing TS189 Staging Immunizations Data .................................................................................. 317Reviewing TS189 Staging Religion Data ............................................................................................ 321Reviewing TS189 Staging Activities Data ........................................................................................... 321

Searching for Matching Organization Data ................................................................................................ 322Page Used to Search for Matching Organization Data .......................................................................... 322Using the EDI TS189 Organization Search Page .................................................................................. 322

Setting Up TS189 Search/Match/Post Parameters, and Processing and Posting the EDI Staging Files .... 323Pages Used to Set Up TS189 Search/Match/Post Parameters, and to Process and Post EDI Staging Files

............................................................................................................................................................ 323Setting Up the EDI TS189 Search/Match Parameters ......................................................................... 323Setting Up Post Parameters for EDI TS189 External Data .................................................................. 324Setting Up Additional Post Parameters for EDI TS189 External Data ................................................ 325

Purging the TS189 Staging Table and Messages ........................................................................................ 326Page Used to Purge the EDI TS189 Staging Table and Messages ........................................................ 327Purging the EDI TS189 Staging Table and Messages .......................................................................... 327

Chapter 17

Processing External Test Scores .............................................................................................................. 329

Understanding External Test Score Data Processing ................................................................................... 329Loading External Test Score Files .............................................................................................................. 331

Prerequisites .......................................................................................................................................... 331

Contents

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Page Used to Load External Test Score Files ....................................................................................... 332Setting Up Load Parameters and Loading the File .............................................................................. 332

Correcting and Editing Data in the Suspense Record ................................................................................. 336Understanding the Correcting and Editing of Suspense Data ............................................................... 336Pages Used to Correct and Edit Data in the Suspense Record .............................................................. 337Reviewing Test Score Suspense Data .................................................................................................. 343Reviewing Personal Information .......................................................................................................... 347Reviewing Test Score Data .................................................................................................................. 350

Performing the Search/Match Process and Posting External Data ............................................................. 352Understanding Performing Search/Match and Posting Test Scores ...................................................... 352Pages Used to Perform the Search/Match Process and Posting External Data ..................................... 353Processing Search/Match/Post Test Scores ........................................................................................... 353Setting Up Search Parameters for Test Score Data .............................................................................. 362

Researching Duplicate Records .................................................................................................................. 362Rerunning the Search/Match/Post Process ................................................................................................. 363Purging Suspense Files and Test Score Messages ...................................................................................... 363

Pages Used to Purge Suspense Files and Test Score Messages ............................................................ 364Purging Suspense Records and Test Score Messages .......................................................................... 364

Reviewing Test Score Candidate Data ........................................................................................................ 366Understanding Test Score Candidate Data ........................................................................................... 367Pages Used to Review Test Score Candidate Data ............................................................................... 367Reviewing Candidate Data Personal Information ................................................................................ 372Reviewing Academic Information ....................................................................................................... 374Reviewing Student Profile High School and College Activity Information ........................................ 376Reviewing Interest Information ........................................................................................................... 377

Viewing Test Score Messages Summary Information ................................................................................ 379Page Used to View Test Score Messages Summary Information ......................................................... 380Viewing Test Score Messages Summary Information .......................................................................... 380

Chapter 18

(NZL) Processing NCEA Test Scores ...................................................................................................... 383

Understanding NCEA Test Score Processing .............................................................................................. 383Setting Up NCEA Test Data ........................................................................................................................ 383

Pages Used to Prepare for NCEA Test Score Processing ..................................................................... 384Defining NCEA Test Components ........................................................................................................ 384Defining NCEA Test IDs ...................................................................................................................... 385Mapping NCEA Subject Codes to each NCEA Test ID Component. .................................................. 385

Processing NCEA Test Scores ..................................................................................................................... 386Understanding How to Process NCEA Test Scores .............................................................................. 386Pages Used to Process NCEA Test Load Data ..................................................................................... 387Loading NCEA Test Scores .................................................................................................................. 389Reviewing NCEA Suspense File Process Options ................................................................................ 389

Contents

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Reviewing Basic Bio/Demo Data ......................................................................................................... 393Reviewing Other Bio/Demo Data ......................................................................................................... 393Reviewing Subjects ............................................................................................................................... 394Reviewing Standard Results .................................................................................................................. 395Reviewing Suspense Load Messages .................................................................................................... 395Posting NCEA Suspense Data ............................................................................................................... 396Setting Up Search Parameters for NCEA Data ..................................................................................... 398Reviewing Posted NCEA Data ............................................................................................................. 399Reviewing Posted NCEA Data Details ................................................................................................. 399Purging the NCEA Suspense Files ........................................................................................................ 400

Accessing NCEA Test Data in Display-Only Mode .................................................................................... 401Pages Used to View NCEA Summary Information .............................................................................. 402

Chapter 19

(AUS) Managing Tertiary Admissions Centre Data Loads .................................................................. 403

Understanding TAC Data Load Processing ................................................................................................. 403Preparing for TAC Processing ..................................................................................................................... 403

Pages Used to Prepare for TAC Processing .......................................................................................... 405Setting Up TAC Test IDs ...................................................................................................................... 408Assigning TAC Test ID Security .......................................................................................................... 408Setting Up TAC Test ID Mapping Rules .............................................................................................. 409Setting Up TAC Program Codes ........................................................................................................... 410Mapping TAC Program Codes to Academic Programs ........................................................................ 410Associating FACT Codes with DEST Reference Numbers .................................................................. 412Mapping TAC Country Codes .............................................................................................................. 413Mapping TAC State Codes ................................................................................................................... 414Adding Organization Values ................................................................................................................. 414Defining TAC Subjects ......................................................................................................................... 416Mapping External Organization Values ................................................................................................ 417Mapping TAC Qualification Levels ...................................................................................................... 419Mapping TAC Prefixes ......................................................................................................................... 419Defining a Program Action Reason ...................................................................................................... 420Mapping Basis of Admissions Values .................................................................................................. 420Mapping TAC Admit Type Values ....................................................................................................... 421Mapping TAC Citizenship Codes ......................................................................................................... 421Mapping Ethnicity ................................................................................................................................ 422Language Mapping ................................................................................................................................ 423Mapping Offer Period ........................................................................................................................... 423Mapping Honors Category ................................................................................................................... 424

Processing TAC Loads ................................................................................................................................ 425Understanding TAC Data Load Processing .......................................................................................... 425Page Used to Load TAC Data ............................................................................................................... 427

Contents

Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xv

Setting Up Load Parameters and Loading the File ............................................................................... 427Reviewing and Editing Data in the Suspense Record .................................................................................. 432

Understanding, Correcting, and Editing Suspense Data ....................................................................... 432Pages Used to Review and Edit Suspense Data .................................................................................... 432Reviewing Process Options ................................................................................................................... 435Reviewing Personal Information ........................................................................................................... 437Reviewing Address Information ........................................................................................................... 439Reviewing Residency Information ........................................................................................................ 440Reviewing Qualification Information ................................................................................................... 442Reviewing Subjects Information ........................................................................................................... 442Reviewing Preferences .......................................................................................................................... 443Reviewing VTAC Data ......................................................................................................................... 444Reviewing Common Assessment Tasks ............................................................................................... 445Reviewing VIC Results ......................................................................................................................... 446Reviewing VCAL Data ......................................................................................................................... 446Reviewing VCAL Units ........................................................................................................................ 446Reviewing Assessment Data ................................................................................................................. 446Reviewing Offers .................................................................................................................................. 449Reviewing FACT Data .......................................................................................................................... 449Reviewing PCRS Data .......................................................................................................................... 450

Performing Search/Match and Posting TAC Data ....................................................................................... 451Understanding Performing Search/Match and Posting TAC Data ........................................................ 451Pages Used to Perform Search/Match and Post TAC Data Loads ........................................................ 452Entering TAC Run Parameters .............................................................................................................. 452Entering TAC Search/Match Parameters .............................................................................................. 455

Purging TAC Suspense Files and Messages ................................................................................................ 456Understanding the Purge Process .......................................................................................................... 456Page Used to Purge TAC Suspense Data .............................................................................................. 456Purging Suspense Data .......................................................................................................................... 456

Reviewing TAC Candidate Data .................................................................................................................. 457Understanding TAC Candidate Data ..................................................................................................... 458Pages Used to View TAC Student Profile Data .................................................................................... 458

Chapter 20

(CAN) Receiving External Applications from OUAC ........................................................................... 461

Understanding External Applications from OUAC .................................................................................... 461Pre-Loading OUAC Data ............................................................................................................................ 462

Page Used to Pre-Load OUAC Data ..................................................................................................... 462Pre-Loading OUAC Data ...................................................................................................................... 462

Loading the OUAC Data Through the EDI Manager ................................................................................. 463Loading Additional Data Through an SQR Process ................................................................................... 463

Page Used to Load Additional Data Through an SQR Process ............................................................ 463

Contents

xvi Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

Reviewing and Editing the OUAC Transaction A/U Staging Tables ......................................................... 463Pages Used to Review and Edit the OUAC Transaction A/U Staging Tables ...................................... 464Reviewing OUAC Transactions A1/U1 ............................................................................................... 465Reviewing OUAC Transactions A2/U2 ............................................................................................... 465Reviewing OUAC Transactions A3/U3 ............................................................................................... 465Reviewing OUAC Transactions A4/U4 ............................................................................................... 466Reviewing OUAC Transactions A5/U5 ............................................................................................... 466Reviewing OUAC Transactions A6/U6 ............................................................................................... 467Reviewing OUAC Transactions A7/U7 ............................................................................................... 467Reviewing OUAC Transactions A8/U8 ............................................................................................... 468Reviewing OUAC Transactions A9/U9 ............................................................................................... 468Reviewing OUAC Transactions AR .................................................................................................... 469

Reviewing and Editing the OUAC Transaction B5 Staging Tables ............................................................ 469Page Used to Review and Edit the OUAC Transaction B5 Staging Tables ......................................... 470Using the OUAC B5 Page ..................................................................................................................... 470

Reviewing and Editing the OUAC Transaction B/V-E Staging Tables ..................................................... 470Pages Used to Review and Edit the OUAC Transaction B/V-E Staging Tables .................................. 470Reviewing OUAC Transactions B1/V1 ............................................................................................... 471Reviewing OUAC Transactions B2 ..................................................................................................... 472Reviewing OUAC Transactions B7/V7 ............................................................................................... 472Reviewing OUAC Transactions B8/V8 ............................................................................................... 473Reviewing OUAC Transactions B9/V9 ............................................................................................... 473Reviewing OUAC Transactions C1 ..................................................................................................... 474Reviewing OUAC Transactions C2 ..................................................................................................... 474Reviewing OUAC Transactions D1 ..................................................................................................... 475Reviewing OUAC Transactions E1 ..................................................................................................... 475

Reviewing and Editing the OUAC Transaction F Staging Tables .............................................................. 476Pages Used to Review and Edit the OUAC Transaction F Staging Tables .......................................... 476Reviewing OUAC Transactions F1 ...................................................................................................... 476Reviewing OUAC Transactions F2 ...................................................................................................... 477Reviewing OUAC Transactions F3 ...................................................................................................... 477

Reviewing and Editing the OUAC Transaction G/H Staging Tables ......................................................... 478Pages Used to Review and Edit the OUAC Transaction G/H Staging Tables ...................................... 478Reviewing OUAC Transactions G1/H1 ............................................................................................... 479Reviewing OUAC Transactions G2/H2 ............................................................................................... 479Reviewing OUAC Transactions G3/H3 ............................................................................................... 480Reviewing OUAC Transactions G4/H4 ............................................................................................... 480Reviewing OUAC Transactions G5/H5 ............................................................................................... 481Reviewing OUAC Transactions G6/H6 ............................................................................................... 481Reviewing OUAC Transactions G7/H7 ............................................................................................... 482Reviewing OUAC Transactions G8/H8 ............................................................................................... 482

Reviewing and Editing the OUAC Transaction J-N Staging Tables .......................................................... 483Pages Used to Review and Edit the OUAC Transaction J-N Staging Tables ....................................... 483Reviewing OUAC Transactions J/K .................................................................................................... 484Reviewing OUAC Transactions J1/K1 ................................................................................................ 484

Contents

Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xvii

Reviewing OUAC Transactions J2/K2 ................................................................................................ 485Reviewing OUAC Transactions J3/K3 ................................................................................................ 485Reviewing OUAC Transactions J4/K4 ................................................................................................ 486Reviewing OUAC Transactions J5/K5 ................................................................................................ 486Reviewing OUAC Transactions L1/N1 ............................................................................................... 487Reviewing OUAC Transactions M1 .................................................................................................... 487Reviewing OUAC Transactions M2 .................................................................................................... 488

Reviewing and Editing the OUAC Transaction P-R Staging Tables .......................................................... 488Pages Used to Review and Edit the OUAC Transaction P-R Staging Tables ...................................... 489Reviewing OUAC Transactions PI ...................................................................................................... 489Reviewing OUAC Transactions R/S .................................................................................................... 490Reviewing OUAC Transactions R1/S1 ................................................................................................ 490Reviewing OUAC Transactions R2/S2 ................................................................................................ 491Reviewing OUAC Transactions R3/S3 ................................................................................................ 492Reviewing OUAC Transactions R4/S4 ................................................................................................ 492

Reviewing and Editing the OUAC Transaction T Staging Table ............................................................... 493Page Used to Review and Edit the OUAC Transaction T Staging Table ............................................. 493Using the OUAC T1 Page ..................................................................................................................... 493

Viewing Search/Match and OUAC Processing Statuses ............................................................................ 493Page Used to View Search/Match and OUAC Processing Statuses ..................................................... 494Using the OUAC Suspense Page .......................................................................................................... 494

Posting OUAC Transaction Data ................................................................................................................ 495Pages Used to Post OUAC Transaction Data ........................................................................................ 495Setting Search Parameters for Posting OUAC Data ............................................................................ 496Setting OUAC Post Parameters ............................................................................................................ 496Setting Defaults for Posting OUAC Data ............................................................................................ 497Setting More Post Parameters .............................................................................................................. 498

Viewing OUAC Messages .......................................................................................................................... 499Page Used to View OUAC Messages ................................................................................................... 500Using the OUAC Messages Page .......................................................................................................... 500

Reviewing Overflow OUAC Application Information ............................................................................... 500Pages Used to Review Overflow OUAC Application Information ...................................................... 501Reviewing General OUAC Application Data ...................................................................................... 501Reviewing OUAC Law Application Information ................................................................................ 502Reviewing OAUC Law Categories ...................................................................................................... 502

Chapter 21

(GBR) Managing UCAS and GTTR Applications .................................................................................. 503

Understanding UCAS and GTTR Data Processing ..................................................................................... 503Preparing for UCAS and GTTR Data Processing ........................................................................................ 505

Pages Used to Prepare for UCAS and GTTR Data Processing ............................................................. 505Enabling the UK Fields for All Institutions .......................................................................................... 508

Contents

xviii Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved.

Enabling the UK Fields for a Specific Institution ................................................................................. 508Setting Up UCAS and GTTR Options .................................................................................................. 509Setting Up UCAS Application Import Defaults ................................................................................... 513Setting Up GTTR Application Import Defaults .................................................................................... 515Setting Up UCAS Decision Approval Options ..................................................................................... 517Setting Up GTTR Decision Approval Options ..................................................................................... 518Setting Up UCAS Program Action Reasons ......................................................................................... 518Setting Up GTTR Program Action Reasons ......................................................................................... 523Setting Up UCAS Program Action Reasons for Confirmation, Clearing, and Adjustment .................. 528Setting Up GTTR Program Action Reasons for Confirmation and Clearing Elsewhere ..................... 532Mapping UCAS Attendance Types ....................................................................................................... 533Mapping UCAS and GTTR Entry Years and Months .......................................................................... 534Mapping UCAS Entry Points ................................................................................................................ 535Defining External Systems .................................................................................................................... 535Setting Up UCAS and GTTR User Defaults ......................................................................................... 536Setting up National ID Types for Country Code GBR ......................................................................... 538

Processing UCAS and GTTR Reference Data ............................................................................................. 538Understanding UCAS and GTTR Reference Data Processing ............................................................ 539Pages Used to Process UCAS and GTTR Reference Data ................................................................... 541Importing Reference Data ..................................................................................................................... 547Reviewing and Mapping UCAS Courses .............................................................................................. 548Reviewing and Mapping GTTR Courses .............................................................................................. 550Reviewing and Mapping Area of Permanent Residence ....................................................................... 551Reviewing and Mapping Disability Data .............................................................................................. 552Reviewing and Mapping Ethnicity Data ............................................................................................... 553Reviewing and Mapping Residential Category Data ............................................................................ 554Reviewing and Mapping Country Data ................................................................................................. 555Reviewing and Mapping Nationality Data ............................................................................................ 556Reviewing and Mapping Exam Level Data .......................................................................................... 556

Importing UCAS and GTTR Applications and Applicant Data .................................................................. 557Understanding Importing UCAS and GTTR Applications and Applicant Data ................................... 558Pages Used to Import UCAS and GTTR Applications and Applicant Data ......................................... 558Viewing the Transaction Setup ............................................................................................................. 560Defining the Search/Match Criteria ...................................................................................................... 561Entering the Applicant Import Parameters ............................................................................................ 563Reviewing and Editing the Suspense Data ............................................................................................ 566Viewing, Updating and Deleting Application Staging Data ................................................................. 568Defining a Timestamp for Re-importing Data ..................................................................................... 569

Reviewing Imported UCAS and GTTR Applications and Applicant Data ................................................. 571Understanding Reviewing Imported UCAS and GTTR Applications and Applicant Data .................. 571Pages Used to Review Imported UCAS and GTTR Applications and Applicant Data ........................ 571Reviewing the Imported UCAS Applications and Applicant Data ....................................................... 574

Processing Imported UCAS and GTTR Applications and Applicant Data ................................................. 576Understanding Processing Imported UCAS and GTTR Applications and Applicant Data .................. 577Pages Used to Process the Imported UCAS and GTTR Applications and Applicant Data .................. 583

Contents

Copyright 1988, 2010, Oracle and/or its affiliates. All Rights Reserved. xix

Defining Conditions for an Offer .......................................................................................................... 587Deleting Incorrect UCAS Applicant Records ....................................................................................... 588Entering an Initial Admission Decision for a UCAS Application Choice ............................................ 590Entering or Updating an Admission Decision for a UCAS Application Choice .................................. 591Entering a Decision for Multiple UCAS Application Choices ............................................................. 593Approving or Rejecting a UCAS Decision ........................................................................................... 593Approving or Rejecting Multiple UCAS Decisions .............................................................................. 594Determining Whether Applicants Satisfy the Offer Conditions ........................................................... 595Entering or Updating a Confirmation Decision .................................................................................... 596Entering Multiple Confirmation Decisions ........................................................................................... 598Approving or Rejecting a Confirmation Decision ................................................................................ 599Approving or Rejecting Multiple Confirmation Decisions .................................................................. 601Entering a Decision to Release an Applicant into C