updates - Lone Star College System

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Peoplesoft 9.0
Campus Solutions
Features and
Enhancements
Bundle #35
Kickoff Webinar
Thursday, November 6, 2pm
SLIDE 1
Purpose
 To inform.
 To provide a high level
overview.
 To give you time to
prepare (training, communication).
SLIDE 2
What is a Bundle?
PeopleSoft delivers application software packages called “bundles” four
times per year (quarterly). A bundle release contains four elements:
 New software features
 Capability enhancements
 Fixes for known issues
 Regulatory compliance items
SLIDE 3
Delivery
Continuous Delivery Model (CDM)
•
•
•
•
•
•
Sequential application on an ongoing basis
Implement new functionality to meet immediate needs
Institutions no longer have to rely on costly, disruptive major upgrades
CDM customers must be on the same software release
All updates must be applied in sequential order
Bundle 35 is a prerequisite for Bundle 36
SLIDE 4
Success Criteria/
Benefits
 Campus Solutions will be up to date on
releases, features, and enhanced capabilities
 102 various software fixes corrected across
the modules
 Financial Aid will be within regulatory
compliance
 Campus Solutions will be ready for the
application of Bundle 36
SLIDE 5
Assumptions
 PeopleSoft will continue to deliver software
updates each quarter
 Enterprise Applications will continue to install
the bundles
 End users will participate in the Bundle install
projects to ensure the software fixes and new
capabilities meet LSCS standards and
business processes
 Business owners will communicate changes
to staff and constituents
SLIDE 6
Obstacles/Constraints
Refresh CS90SND from CS90DMO
DBAs Prep
CS90DMO and
Apply B35
DBAs Prep
CS90FAD and
Apply B35
Refresh CS90FAD from CS90STG
Oracle delivers CS
Bundle 35
SLIDE 7
OMS Performs Bundle 35 Retrofit
B35 Kickoff
Webinar
Scan COBOL
Programs and SQR for
LSC Mods
OMS Performs Bundle 35 Retrofit
DBAs Refresh CS90TST from CS90STG
DBAs Apply CS9 Bundle
35 and OMS Retrofit
Project to CS90TST
OMS Performs Bundle 35 Retrofit
CS Team
Preliminary Testing
CS90TST
UAT Testing in CS90TST
UAT Testing in CS90TST
Thanksgiving Holiday
SLIDE 8
Refresh CS90STG
from CS90PRD
Go Live Weekend
CS Prep for Go Live
Go Live Weekend
Go Live
DBAs Refresh
CS90DEV from
CS90STG
SLIDE 9
Bundle 35
Highlights
Academic Advisement
• Enhancements in the use of Report Date
and As of Date in the Academic
Advisement Reports
Campus Community
• Introduction of the Unique Student
Identifier feature to meet legislative
requirements for Vocational and
Educational Training (VET) institutions in
Australia
Financial Aid (continued)
• Processing
• PROFILE Import (2015, 2016)
• PROFILE Load Summary (2015, 2016)
• PROFILE Suspense Management (2015,
2016)
• PROFILE Delete (2015, 2016)
• Institutional Application Data—Maintain
Application (2013-2014, 2014-2015, 20152016)
• Financial Aid History—View Archived
Application Data (added 2012-2013)
• Annual Aid Year changes for INAS
• Supported Setup and Detail
• Added to View Archived Application Data
Financial Aid
• 2015-2016 Aid Year Updates for ISIR
Load
• 2015-2016 Aid Year Updates for
Institutional Need Analysis System,
Recruiting and Admissions
Institutional Methodology (IM INAS)
• Updates to Prospect/Admissions Data Load
• Direct Loan Updates
templates
• Shopping Sheet Updates
• Updates NOT affecting PeopleBooks
• Setup 2015-16 PROFILE Data Load
SLIDE 10
Parameters
Bundle 35
Highlights
Student Administration Integration Pack
(SAIP)
• Updates to integration handing of future
effective date courses
• Updates NOT affecting PeopleBooks
• An updated Student Administration
Integration Pack for Oracle
Academic Enterprise Solutions
• Technical White Paper has been
posted (MOS ID 793422.1)
Student Records
• National Student Clearinghouse (NSC)
Updates
• Activity Management Updates
• Program Enrollment Updates
• Class Search Results Page Update
• Enrollment Web Services User Guide Update
Student Financials
Bug Fix updates for:
• Billing - Identify Student Charges:
Entered due date is being ignored.
• 1098T - Process populating Box 2 and
Self Service Link update.
• Tuition Calculation - Tuition Calc response
time.
SLIDE 11
Document Overview
by Module
Oracle’s PeopleSoft 9.0
Campus Solutions
Bundle 35
Document Overview
by Module
SLIDE 12
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
• 2015-2016 Aid Year updates for ISIR Load
• Assessing Eligibility for Financial Aid.pdf
• Defining Application Processing
Options.pdf
• Processing Federal Financial Aid
Applications.pdf
• Direct Loan Updates
• Processing Direct Loans.pdf
• Shopping Sheet Updates
• Setting Up Your Financial Aid Awarding
Cycle.pdf
• 2015-2016 Aid Year updates for
Institutional Need Analysis System,
Institutional Methodology (IM INAS)
• Processing INAS.pdf
• Processing and Using Institutional
Financial Aid Applications.pdf
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 13
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Updates Not Affecting PeopleBooks
Updates Not Affecting PeopleBooks
Annual Aid Year changes for
PROFILE/Institutional Application
Maintenance:
Annual Aid Year Changes for INAS
• Setup
• 2015-2016 Profile Data Load Parameters
• Processing
• PROFILE Import (2015, 2016)
• PROFILE Load Summary (2015, 2016)
• PROFILE Suspense Management
(2015, 2016)
• PROFILE Delete (2015, 2016)
• Institutional Application Data—Maintain
Application
• Supported Setup and Detail
• View CCYY-CCYY IM EFC Detail (2013-2014,
2014-2015, 2015-2016)
• View CCYY-CCYY FM EFC Detail (20132014, 2014-2015, 2015-2016)
• INAS CCYY-CCYY Global Options (20132014, 2014-2015, 2015-2016
• Added to View Archived Application Data
• View 2012-2013 IM EFC Detail
• View 2012-2013 FM EFC Detail
SLIDE 14
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Accessing Eligibility for Financial Aid.pdf
Reviewing NSLDS General Aggregate Information
Bundle 35
The NSLDS updates in this section are based on the
August 2014 Draft of the 2015-2016 Record Layouts.
Additional updates might be necessary when the final
2015-2016 EDE Technical Reference Guide is published
(usually in October) and reviewed. Updates are usually
delivered in the following bundle.
Starting with 2016 ISIR files, ACG and NSG data will no
longer be transmitted.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
Please note that bundle documentation (PDFs) may refer to Bundle 35/Bundle 42 throughout.
You may ignore the Bundle 42 reference.
SLIDE 15
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the
chapters that contain documentation about those
changes. Chapters are in the PeopleSoft Financial
Aid 9.0 PeopleBook unless noted otherwise.
Accessing Eligibility for
Financial Aid.pdf
Viewing NSLDS Loan Details
Bundle 35
Renamed “Last Confirmed SULA
Status” to “Confirmed Loan Subsidy
Status”. Added new valid values.
Added a new “Subsidy Status Date”
field.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 16
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Defining Application Processing
Options.pdf
Setting Up Financial Aid Processing
Bundle 35
The ISIR updates in this chapter are based on the August
2014 Draft 2015-2016 Record Layouts. Additional updates
might be necessary when the final 2015-2016 EDE
Technical Reference Guide is published (usually in
October) and reviewed. Updates are usually delivered in
the following bundle.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 17
Financial Aid
Updates
Bundle 35
Changes
Here is a list of the Bundle 35 changes
and the chapters that contain
documentation about those changes.
Chapters are in the PeopleSoft Financial
Aid 9.0 PeopleBook unless noted
otherwise.
Do not select
Defining Application
Processing Options.pdf
Defining ISIR Data Load Options 1
Bundle 35. FM INAS for 2015-2016
is not yet available so INAS
calculations during ISIR Load will not
occur. Until FM INAS is available, do
not select the Call INAS check
box. When FM INAS is delivered, all
ISIRs loaded with this setting can be
processed using the batch INAS
Calculation process.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 18
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Defining Application
Processing Options.pdf
Setting Severity Levels of ISIR
Reject Reasons
Bundle 35. At this time, the final
2015-2016 ISIR Reject Reasons
have not been officially published
by the Department of Education.
For this bundle, the 2015-2016
ISIR Reject Reasons are delivered
but are just copied from the
previous year. After the 2015-2016
Reject Reasons are published,
Oracle will deliver an update to
these setup values.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 19
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Defining Application
Processing Options.pdf
Setting Severity Levels of ISIR
Comment Codes
Bundle 35. At this time, the final
2015-2016 ISIR Comment Codes
have not been officially published
by the Department of Education.
For this bundle, the 2015-2016
ISIR Comment Codes are
delivered but are just copied from
the previous year. After the 20152016 Comment Codes are
published, Oracle will deliver an
update to these setup values.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 20
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Defining
Application
Processing
Options.pdf
Setting Up
Financial Aid EDI
Transactions
Bundle 35. Added a
new “EC Transaction
ID” value of
“CPS_ISIR_2016”
(2015/2016 Inbound
ISIR’s).
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 21
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Defining Application
Processing
Options.pdf
Reviewing Cross
References
Bundle 35. For this
bundle, the 2015-16 ISIR
SAR Cross-reference
values are delivered but
are just copied from the
previous year. Oracle will
deliver an update to
these setup values in a
future bundle.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 22
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing Federal Financial Aid
Applications.pdf
Understanding Federal Financial Aid Application
Processing
Bundle 35. The ISIR updates outlined in this chapter
are based on the August 2014 Draft 2015–2016 ISIR
Record Layouts. Additional updates might be
necessary when the final 2015–2016 EDE Technical
Reference Guide is published (usually in October)
and reviewed. Updates are usually delivered in the
following bundle.
Importing Federal Data Files
Bundle 35. Updated the FA Inbound process to load
2015–2016 ISIR files.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 23
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing Federal Financial Aid Applications.pdf
Using ISIR Suspense Management
A new ISIR Suspense Management component is delivered to manage 2015–2016.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 24
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing Federal Financial Aid
Applications.pdf
Using the ISIR Correction Component.
Bundle 35. A new ISIR Correction Management
component is delivered to manage 2015–2016 ISIR’s.
Viewing ISIR History
Bundle 35. Moved “Correct 2012-2013 ISIR”
component to FAFSA Information history.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 25
Financial Aid
Updates
Bundle 35
Changes
Here is a list of the Bundle 35
changes and the chapters that
contain documentation about those
changes. Chapters are in the
PeopleSoft Financial Aid 9.0
PeopleBook unless noted
otherwise.
Processing INAS.pdf
Defining IM Tax and
Assessment Parameters
ASG Total Income Percentage.
Bundle 35. Replaced entering a
numeric percentage with a list of
values dropdown.
Select Available Income Table
Bundle 35
Replaced choices “New” and
“Old” with “Alternate” and
Standard”.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 26
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing
INAS.pdf
Defining IM
Value
Parameters 2
Bundle 35.
Removed
Allocation
Percentages,
Minimum Year in
School for
Alternate
Percentages,
and Alternate
Percentages.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 27
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing INAS.pdf
Defining IM Yes and No
Options
Bundle 35
Renamed “Disallow Low
Inc Asset Alwnc” field to
“Exclude Low Income
Asset Alwnc”..
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 28
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing INAS.pdf
Using FM and IM Extensions to
Override Options
Bundle 35. Added an important note.
Effective with this bundle, for the 2015–16
Air Year and beyond, you are required to
establish a Rule Set when using extension
to override options.
Overriding INAS Institutional Extension
Options 1
Bundle 35. Renamed “Work Student
Income Exclusion” to “Allow FWS Income
Exclusion”.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 29
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes. Chapters are in the
PeopleSoft Financial Aid 9.0 PeopleBook unless noted otherwise.
Processing and Using Institutional
Financial Aid Applications.pdf
Reviewing All Computed Data for
Student and Parents
Bundle 35. Added “IM Assumptions” link to
Contribution Summary.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 30
Financial Aid
Updates
Processing Direct Loans.pdf
Loan Application Data
Bundle 35. Added three display-only fields to the SULA tab. These values are populated as part of the Disbursement
Outbound process.:
• Trans Pay Period Start (Transmitted Payment Period Start Date) — This is the Payment Period Start Date value
transmitted to COD.
• Trans CIP Code (Transmitted CIP Code) – This is the CIP Code value transmitted to COD.
• Trans SULA Load (Transmitted SULA Load) – This is the SULA Load value transmitted to COD.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 31
Financial Aid
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters
that contain documentation about those changes.
Chapters are in the PeopleSoft Financial Aid 9.0
PeopleBook unless noted otherwise.
Setting Up Your Financial Aid Awarding
Cycle.pdf
Setting Up Aid Year Rollover
Added an Aid Year Rollover option for Shopping Sheet
table.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 32
Student Records
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes.
• National Student Clearinghouse (NSC)
updates
• Preparing to Consolidate and Report
Academic Statistics.pdf
• Consolidating and Reporting Academic
Statistics.pdf
• Program Enrollment updates
Need PeopleTools 8.53
• Setting Up Program Enrollment.pdf
• Managing Program Planning and
Enrollment.pdf
• Using the Rules Engine for Program
Enrollment Calculation and Evaluation.pdf
(Refer to My Oracle Support Doc ID
1400723.1)
• Activity Management updates
Need PeopleTools 8.53
• Setting Up Activity Management.pdf
• Managing Activities.pdf
• Using Self-Service Activity
Management.pdf (Campus Self Service
PeopleBook)
• Class Search Results page update
Lone Star uses a customized class search
• Using Self-Service Course Catalog and
Schedule.pdf (Campus Self Service
PeopleBook)
• Enrollment Web Services User Guide update
(refer to My Oracle Support Doc ID 1371391.1)
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 33
Student Records
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes.
Preparing to Consolidate and Report
Academic Statistics.pdf
Setting Up for NSC Program Level
Reporting
Bundle 35. Updated Text.
Page 14 of PDF.
Consolidating and Reporting Academic
Statistics.pdf
Bundle 35. Updated Text.
Page 3 of PDF.
Bundle 35. Updated Text
Page 39 of PDF.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 34
Recruiting and
Admissions Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters that contain documentation about those changes.
•
Updates to Prospect/Admissions Data
Load templates
• Managing PeopleSoft Prospect
Admissions Data Load
Transactions.pdf
• Bundle 35.
• Updated text in the
American College
Testing (ACT) section.
• Page 88 in PDF.
•
New Template: Student Search
Service (SSS)
• Bundle 35.
• Delivered Transaction Code:
SAD_SSS
• Page 112 in PDF.
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 35
Academic Advising
Updates
Bundle 35 Changes
The following is the Bundle 35 change and the chapters that contain documentation about that change:
• Enhancements in the use of Report Date
and As of Date in the Academic
Advisement reports.
• Setting Up Advisement Report
Types.pdf
• Managing Batch Academic Advisement
Reports.pdf
• Producing Academic Advisement
Reports.pdf
PDF versions can be downloaded at LoneStar.edu/campus-solutions
SLIDE 36
Academic Advising
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters
and documents that contain documentation about those
changes.
•
Setting Up Advisement Report
Types.pdf
Date Controls
Bundle 35. New Section
Report Date (2 choices)
Current Date
Select Date on Request
As of Date
Current Date
Installation Default Date
Select Date on Request
SLIDE 37
Academic Advising
Updates
Bundle 35 Changes
Here is a list of the Bundle 35 changes and the chapters and documents that contain documentation about those changes.
•
Managing Batch
Academic Advisement
Reports.pdf
Advisement Report
Request Data
• Report Date: New Behavior
• As Of Date: New Behavior
• Use This Request Report Date:
New checkbox
• Use This Request as of Date:
New Checkbox
SLIDE 38
Software Issues
Resolved
SLIDE 39
Your Adventure Guides
We Are Here
Sam Chau Financial Aid
Cindy Seale Student Records, Texas State Reporting, Advising.
CE
Brenda Jackson Campus Community, Advising, Admissions,
CE
James Silva Student Financials
Jim Mathews Tech Information Manager
Bob Lawson Director Enterprise Applications - Campus
Solutions
Renata Tyree Campus Solutions Information Manager
You can always find
up-to-date bundle communications at:
www.lonestar.edu/campus-solutions
SLIDE 41
Questions
WHO INVENTED PEANUTBUTTER AND JELLY? DOES P=NP? WHAT HAPPENED BEFORE THE
BIG BANG? WHATS INSIDE A BLACK HOLE? ARE THERE LIMITS TO HUMAN KNOWLEDGE?
WHAT IS MATHMATICS, REALLY? WHAT IS GRAVITY REALLY? WHAT IS SOY SAUCE REALLY?
IS PHYSICAL ACHIEVABILITY A PROPER SUBSET OF ABSTRACT CONCEIVABILITY? WHY
DID THE CHICKEN REALLY CROSS THE ROAD? WHO IS JOHN GALT? WHO IS PIZZLER?
WHO KILLED KENNEDY? WHY DID CAP'N CRUNCH TASTE SO MUCH BETTER WHEN i WAS
10? WHY DO PIGS HAVE CURLY TAILS? FOR CONVEX SURFACES OF FIXED INTRINSIC
DIAMETER, IS THE DOUBLED DISK THE ONE WITH THE GREATEST AREA? DID GALOKA
THINK THAT THE ULUS WERE TOO UGLY TO SAVE? WHY WAS MATHMATICS INVENTED OR
DISCOVERED? CAN EVERY EVEN INTEGER GREATER THAN 2 BE WRITTEN AS THE SUM
OF TWO PRIMES? WHY WON'T HEATHER LET ME LOOK INSIDE HER PURSE? WHY IS
GRAPE NUTS CEREAL CALLED THAT, WHEN IT CONTAINS NEITHER GRAPES OR NUTS?
WHY IS THE #2 PENCIL THE MOST POPULAR? WHAT DO PEOPLE IN CHINA CALL THEIR
GOOD PLATES? WHY IS IT OKAY TO SELL YOUR BLOOD BUT NOT YOUR KIDNEY? WHY DO
WE STILL HAVE APES IF PEOPLE EVOLVED FROM APES? WHY ARE THE NUMBERS ON A
PHONE AND A CALCULATOR REVERSED? WHY IS SCIENCE DEFINED AS A PROCESS AND A
PRODUCT? DO SOUNDWAVES TRAVEL FOREVER? WHO INVENTED THE BOOK LIGHT?
WHAT HAPPENS AS THE UNIVERSE EXPANDS? IS NEW TECHNOLOGY ALTERING THE
STRUCTURE OF OUR BRAINS? ….
SLIDE 42
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