PS5003 – Pre-Applicant Notification Screen Description Use the Pre-Application Notification Screen to: • • Select criteria for and run the pre-applicant extract process on the HP3000, and Automatically download the extracted pre-applicant data to a desktop computer You can then use word processing functions to merge the downloaded data with predefined templates to produce notification and acknowledgment letters, mailing labels, and job opening and expiration notices for sending to pre-applicants. See below for an example of the Pre-Applicant Notification Screen: User Functions and Key Fields Func Key1 Key2 Key3 1 X (Extract) Type a name for the extract file Leave blank Leave blank Using the Screen to Extract and Download Data Use the fields on PS5003 to identify selection criteria for the extract process. Entry is required in the following fields: • • • • • Key1 (extract file name) MS Word/Word Perfect indicator Job Class/CIP indicator (field not labeled on screen) Job Class/CIP Code field Full-time/Part-time indicator The remaining fields are all optional. Note: In order to download data, you must have user access level 2, 3, or 4. User access levels are assigned through Application Security. To use the screen, follow these steps: 1. In the Func field, type X (extract); in the Key1 field, type a name (up to five characters) for the extract file that will be created on the HP3000, for example, DATA1. Press the Enter key. The Extract File Name now consists of the following: • • • • the prefix PT the five-character name you typed in the Key1 field a suffix indicating the data is for notifications (N), mailing labels (L), or both (B) notifications and labels the name of the group and account (RUN.P999) on the HP3000 where the extract file will be saved For example: PTDATA1N.RUN.P999 2. Enter selection values in the remaining fields on the screen. You can request data for three categories of documents: • Acknowledgment documents (Acknowledge Ind field) • Expiration documents (Expiration Ind field) • Job opening documents (Job Opening Ind field) For each category, you can indicate whether the extract data is for: • • • Notification letters (Notice Doc Shell field) Mailing labels (Label Doc Shell field) Both letters and labels The following fields are required: 2 • • The MS Word/Wordperfect indicator At least one set of the following fields: Job Class/CIP indicator (field not labeled on screen) Job Class or CIP Code Full-time or Part-time indicator (F/P field) 3. Press the Enter key. 4. At the message: Press F5 to download file; F1 to cancel download, press the Confirm Download (F5) key. At this point the process displays a series of prompts in "conversational" mode. Respond to each prompt as follows: 5. Prompt: Enter Option (U=Upload, D=Download, P=Purge, X=Exit) Type D (download). The following processing information is displayed: Host file (HP3000) name Created date Modified date 6. Prompt: Enter PC File Name to Download to or Press Return to Cancel Type the path, name, and extension where the downloaded file should be located on your PC, for example, c:\mydocuments\PreAppNotice.doc When the extract and download process has completed, the following message is displayed: Download Completed 7. Prompt: OK to Purge Download File (Y/N) To accept the default Y, press the Return key. The extract file will be deleted from the HP3000. 8. Prompt: Enter Option (U=Upload, D=Download, P=Purge, X=Exit) To return to the PS5003 screen, type X (exit). The Pre-Applicant Extract Screen (PS5003) is redisplayed and the extracted file of pre-applicant data will be located in the directory and file you indicated in Step 6. The data file consists of unformatted text; the fields in each record are separated by commas. 3 Using the Merge function in Microsoft Word (or other word processing applications), use the downloaded data to produce notification letters (acknowledgment notices and job opening notices), mailing labels, or other types of documents. Selection Fields Extract File Name (Key1 or display only) Acknowledgment Ind Selection Date Addr Ind Days Job Opening Ind MS Word/WordPerfect (entry required) Job Class or CIP Indicator (not labeled) (entry required) Job Class/CIP Code (entry required) F/P (entry required) Notice Doc Shell Label Doc Shell Expiration Ind Extract File Name Definition Key1 field. The user-defined portion of a name that will be assigned to a file of preapplicant data on the HP3000 when the extract process is run. Display only field. The complete name of a pre-applicant extract file, consisting of: • • • • the prefix PT the five-character name you typed in the Key1 field a suffix N (notice), L (labels), or B (both) the name of the group and account (RUN.P999) on the HP3000 where the extract file will be saved Length Key1 field Display field Edits The Key1 field can contain only up to five (5) characters. 5 characters (maximum) 8 characters Acknowledgment Indicator Definition A code indicating whether to extract data for use with acknowledgment notifications, labels, or both. On the same line, enter names in the Notice Doc Shell or the Label Doc Shell fields (or both) to be associated with the acknowledgment documents. Length 1 character Values N L B Edits Notification Label Both Acknowledgment indicator most be N, L, or B Selection Date Definition The latest date (up to and including) for which pre-applicant data should be extracted. Length 8 characters 4 Format MMDDCCYY Address Indicator Definition A code indicating if pre-applicant data should be extracted for foreign addresses, domestic addresses, or both. Length 1 character Value D F Blank Domestic (default) Foreign Both foreign and domestic Notice Document Shell Definition The name of a valid shell that the extract process will use to select the data you want for producing notification letters. Length 8 characters Edits Shell names must exist in the Doc-Shell-M data set. Additional Information You can enter both notice and label shell names. When the process is run, data will be extracted for both notice and label shells at the same time. Label Document Shell Definition The name of a valid shell that the extract process will use to select the data you want for producing mailing labels. Length 8 characters Edits Shell names must exist in the Doc-Shell-M data set. Additional Information You can enter both notice and label shell names. When the process is run, data will be extracted for both notice and label shells at the same time. Expiration Indicator Definition A code indicating whether to extract data for use in expiration notices, labels, or both. On the same line, enter names in the Notice Doc Shell or the Label Doc Shell fields (or both) to be associated with the expiration documents. Length 1 character Values N L B Edits Notification Label Both Expiration indicator most be N, L, or B Days (Days Prior to Expiration) Definition The number of days prior to expiration to notify pre-applicants that their records will expire from the database. Length 3 digits Edits If the Expiration Indicator is N, L, or B, the Days (prior to expiration) must be entered. 5 Job Opening Indicator Definition A code indicating whether to extract data for use with job opening notices, labels, or both. On the same line, enter names in the Notice Doc Shell or the Label Doc Shell fields (or both) to be associated with the job opening documents. Length 1 character Values N L B Edits Notification Label Both Job opening indicator most be N, L, or B. MS Word/WordPerfect Definition Entry required. Identify the type of word processing application that will be used with the downloaded pre-applicant data. Length 2 characters Values MS WP Edits Microsoft Word WordPerfect Word processing indicator must be either MS or WP. Job Class/CIP Indicator (not labeled on the screen) Definition Entry required. A code indicating whether the extracted data is for a position identified by a job classification code or by a CIP code. Length 1 character Values Defined by SBCTC-ITD as follows: J Job classification code C CIP code Job Class or CIP Code Definition Entry required. A code identifying the job class code or the CIP code for the position in which the pre-applicants in the extract are interested. Length 6 characters Edits Job Class must be valid in the Job Class Table (PS9004). CIP code must be on the CIP Table. Full/Part-time Indicator Definition Entry required. A code Indicating whether the pre-applicants are seeking full-time or part-time employment. Length 1 character Values F P Edits 6 Full-time Part-time Full Part Indicator must be F or P.