PeopleSoft Technical Training
PeopleSoft Reporting Series: PS Query Manager and XML Publisher

This reporting series includes three sequential one-day sessions. Each session can be taken separately or they can be taken together sequentially, depending on the experience-level and requirements of participants.

Session: PeopleSoft Query Manager Fundamentals (1 Day)

Date: February 25, 2010
Time: 9:00AM to 5:00PM
Session Format: Lecture with Hands-On Activities
Target Audience: General
Maximum Capacity: 16
Focuses on making participants productive with the PeopleSoft Query Manager reporting tool. Participants will learn the fundamentals of Query Manager, including how to retrieve information from multiple tables, multiple ways to define criteria, use aggregate functions, and prompt users for data input for filtering results.

*   Create Private Queries and Share Public Queries
*   Filtering Output Data by Adding Criteria to Queries
*   Working with Multiple Tables
*   Creating and Using Runtime Prompts
*   Using Aggregate Functions
*   Writing Expressions for Use as Fields and Criteria
*   "Where Is Your Data?" - Tips and Strategies for Finding the Tables Behind the Online Pages and How to Query Them

Date: February 26, 2010
Time: 9:00AM to 5:00PM
Session Format: Lecture with Hands-On Activities
Target Audience: General
Maximum Capacity: 16
Pre-requisite: Basic knowledge of Query Manager

Through detailed explanations, discussions, and hands-on activities, participants learn how to configure XML Publisher, register data sources, define report templates, and create report definitions. PeopleSoft Queries will be used as the data sources to create XML Publisher Reports.

*   XML Publisher Overview
*   XML Publisher Configuration
*   Creating Query-Based XMLP Reports
*   Creating and Registering Data Sources
*   Creating RTF Report Templates
*   Using the Design Helper Plug-in
*   Creating Report Definitions
*   Running and Viewing XML Publisher Reports
*   Using Conditional Logic
*   Running XML Publisher Reports with Process Scheduler

Date: February 27, 2010
Time: 9:00AM to 5:00PM
Session Format: Lecture with Hands-On Activities
Target Audience: General
Maximum Capacity: 16
Pre-requisite: Basic knowledge of Query Manager and XML Publisher

Participants learn how to create re-usable report layouts and logic, how to burst multiple output files from one report definition, use PDF documents as report templates, group data and print subtotals per group, and the various aspects of XML Publisher security.

*   Maintaining and Using Sub-Templates
*   Using the Content Library
*   Setting Bursting Options
*   Working with PDF Templates
*   Grouping and Subtotals
*   Template Formatting Tips and Tricks
*   XML Publisher Security

PeopleSoft Campus Solutions Training

Records and Enrollment Series: Enrollment Backpack, Transfer Credit, Academic Maintenance

This series includes three one-day sessions. Each session can be taken separately or they can be taken together, depending on the requirements of participants. This series covers topics in Enrollment Backpack, Transfer Credit, and Academic Records Maintenance.

Session: Enrollment Backpack (1 Day)

Date: February 25, 2010
Time: 9:00AM to 5:00PM
Session Format: Lecture with Hands-On Activities
Target Audience: Functional Users
Maximum Capacity: 16

Enrollment Backpack (EBP) is the general term, which describes the self-service enrollment related actions that can be performed. These activities are divided into four major areas: Search, Plan, Enroll and My Academics. EBP is an integration of enrollment and academic advising. In this session, participants will review the self-service options and practice performing actions in each of those areas.

*   Student Records and Academic Advising Self-Service Structure
*   Searching for Courses
*   Planning Courses and the Shopping Cart
*   Course History
*   Enrolling in Classes and Viewing the Schedule
*   Dropping, Swapping, and Editing Classes
*   Viewing Advisement Reports
*   What-if Scenarios
*   Transfer Credit
*   Requesting Transcripts
*   Applying for Graduation

Session: Transfer Credit (1 Day)

Date: February 26, 2010
Time: 9:00AM to 5:00PM
Session Format: Lecture with Hands-On Activities
Target Audience: Functional Users
Maximum Capacity: 16
In this workshop, the instructor will discuss the table structure, which needs to be completed prior to processing data for transfer students. Participants will review External Organizations and their Academic Structure containing subjects, courses, and terms. If a course catalog is created, it can be shared by multiple external organizations. Transfer Equivalency rules will be created and attached to the external organization. You can also attached equivalency rules to tests. Model scenarios are created and attached to academic programs and plans.

*   Creating External Organization Structure
*   Reviewing Test Components
*   Transcripts and Statistics
*   Study Agreements
*   Transfer Equivalency Rules
*   Test Equivalencies
*   Processing Transfer Credits

Date: February 27, 2010
Time: 9:00AM to 5:00PM
Session Format: Lecture with Hands-On Activities
Target Audience: Functional Users
Maximum Capacity: 16

Once your Academic Structure, Course Catalog and Schedule of Classes have been defined, there are many enrollment services tasks that administrative staff and faculty will perform. In this session, participants will review the set up tables for each of the following areas and perform the tasks associated with each area:

*   Attendance Rosters
*   As a Faculty Member, Record Mid-Term and Final Grades
*   Withdrawing Students from The Institution
*   Honors and Awards
*   Academic Standing
*   Repeat Checking
*   Enrollment Verification
*   Transcripts