3Cs - Communications, Checklists, and Comments Rel 8.9

 Oracle University provides a downloadable eKit containing the training materials for this course.

What you will learn:

This two-day class covers the activities and functions needed to set up, administer, and use the communications, checklists, and comments -- the 3Cs -- in PeopleSoft Enterprise Campus Solutions. Participants learn how to set up 3C security for each of the C’s, and how to manage 3Cs data.

• Communications tasks include creating, assigning, updating and verifying communications, and extracting data for generating communications that are letters
• Checklists tasks include creating, assigning, and updating checklists for individuals, organizations, or events.
• Comments tasks include designing comment setup and creating comment records.

This class also covers how to use the 3C engine to automatically assign 3Cs in PeopleSoft Enterprise Campus Solutions.

Learn To:

• Set up 3C security
• Manage Communications
• Create Comments

Schedule/Purchase	Training Formats	Price	Duration	Course Materials	Instruction Language
View Schedule	Instructor-Led Training	US$ 1,500	2 Days	English
View Schedule	Live Virtual Class	US$ 1,500	2 Days	English

 

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Audience:

• Functional Implementer

Prerequisites:

Required Prerequisites:

• Understanding of basic navigation and PeopleSoft concepts.
• Use of control tables to enforce business rules.
• Able to run processes and reports.
• Intro to PS for CS Rel 8.9

Course Objectives:

• Describe the 3Cs and their functionality
• Set up 3C security
• Manage communications
• Generate letters
• Manage checklists
• Create comments
• Assign 3Cs automatically using the PeopleSoft 3C engine

Course Topics:

Business Process Overview

• Describing the 3Cs
• Describing the PeopleSoft Products that Use 3Cs

Establishing 3C Security

• Identifying 3C Security Requirements and Building Blocks
• Setting Up 3C Security
• Assigning 3C Security

Managing Communications

• Identifying Communications Building Blocks
• Setting Up Communications
• Setting Up Communications Security
• Defining Communication Speed Keys
• Creating and Assigning Communications Manually
• Entering Communication Results

Generating Letters

• Describing the Letter Generation Process
• Extracting and Merging Data

Managing Checklists

• Identifying Checklist Building Blocks
• Setting Up Checklists
• Setting Up Checlists 3C Security
• Assigning Checklists Manually
• Updating Checklists
• Using Tracking Groups

Managing Comments

• Identifying Comment Building Blocks
• Setting Up Comments
• Viewing and Changing Comments
• Setting Up Comment Security
• Entering Comments Manually

Assigning 3Cs Automatically Using the PeopleSoft 3C Engine

• Understanding the 3C Engine Process Flow
• Setting Up the 3C Engine
• Using System Realtime Processing
• Using Batch Processing
• Understanding the Relationship Between PeopleSoft Mass Change and the 3C Engine

Change and the 3C Engine

Suggested Next Courses:

• Student Financials Fundamentals Rel 8.9