This chapter provides an overview of setting up service indicators and discusses how to:
Set up service impacts.
Set up service indicator codes and reasons.
View service indicators for third-party integration data.
See Also
Service indicators consist of service impacts and service indicator reasons that make each service indicator unique.
You complete these steps to set up service indicators:
Define service impact values on the Service Impact Table page.
Define service indicator codes (including attaching service impact values to each service indicator) on the Service Indicator Codes page.
Define service indicator reason codes for each service indicator on the Service Indicator Reasons page.
See Also
Using Student Records Service Impacts
To set up service impacts, use the Service Impact Table component (SERVICE_TABLE).
This section discusses how to define service impact codes.
Page Name |
Definition Name |
Navigation |
Usage |
SRVC_IMPACT_TABLE |
Set Up SACR, Common Definitions, Service Indicators, Service Impact Table |
Define service impact codes to attach to service indicators. |
Access the Service Impact Table page (Set Up SACR, Common Definitions, Service Indicators, Service Impact Table).
To use the PeopleSoft-delivered services that are related to service impacts (such as blocking enrollment), you must set up but never modify the following service impact codes for every institution in your system:
AENR
CENR
ENVER
IENR
Each of these service impacts is used in a unique way within the system.
See Using Student Records Service Impacts.
Service Impact Details
A service indicator is in effect for as long as its longest service impact. A service impact is in effect from the start date (for date-based business processes, such as requesting a transcript) or start term (for term-based business processes, such as financial aid disbursement). It remains in effect up to and including the end date or through the end term. If no end point is defined, the service indicator with that impact remains in effect until it is released manually.
Basis of Impact |
Select the basis by which the system is to disregard this service impact. The Service Indicator remains on the record until you remove it; however, the system will disregard the impact as of the end of the basis of impact that is selected. Each impact must have a basis of impact. If the business process is term-based, select the Term check box for the system to disregard the impact automatically upon completion of the End Term. The end term is defined on the Add Service Indicator page, which is where you assign the service indicator to an ID. If the business process is date-based, select the Date check box for the system to disregard the impact automatically upon completion of the End Date. The end date is defined on the Add Service Indicator page, which is where you assign the service indicator to an ID. If the business process is both term-based and date-based, you can select both check boxes. For example, you might need to restrict enrollment activities for an individual for Fall Term 006 but only once the Drops period has begun, which is two weeks into the term. The Service Indicator code with the appropriate impact is assigned with a Start Term value of Fall Term 006, an End Term value of Fall Term 006, and a Start Date of October 6. Selecting both check boxes would allow this impact to restrict enrollment activities only on or after October 6 and only for Fall Term 006. |
Positive Service Impact |
Select this check box to indicate that the impact provides a service, as opposed to denying or restricting one. |
System Function |
Select this check box to identify the service impact as one called by PeopleSoft program logic. For example, you must define the CENR service impact and select this check box for it, for each institution in your system, because it is used by enrollment process logic. |
To set up service indicator codes and reasons, use the Service Indicator Table component (SERVICE_IND_CD_TBL).
This section discusses how to: create service indicator codes and reasons.
Create service indicator codes.
Define and associate service indicator reasons.
Page Name |
Definition Name |
Navigation |
Usage |
SRVC_IND_CD_TABLE |
Set Up SACR, Common Definitions, Service Indicators, Service Indicator Codes |
Create service indicator codes for positive and negative service indicators. |
|
SRVC_IND_RSN_TABLE |
Set Up SACR, Common Definitions, Service Indicators, Service Indicator Codes, Service Indicator Reasons |
Define and associate reasons for a service indicator. |
|
SCC_SI_DISP_ROLE |
Click the Secure Display by Role link on the Service Indicator Reasons page. |
Select roles permitting users with those roles to view the assigned service indicator. |
Access the Service Indicator Codes page (Set Up SACR, Common Definitions, Service Indicators, Service Indicator Codes).
Note. Assigned serviced indicators draw on the current effective-dated service indicator definition. If a new effective-dated row is added to the service indicator definition, the changes in that row will affect existing as well as new assignments to IDs.
Copy |
Click to copy this service indicator definition, including associated service indicator impacts and service indicator reasons, to a new institution, a new service indicator code within the currently defined institution, or a new institution and code combination. |
Service Indicator Details
Default Reason |
Displays the default reason associated with the service indicator. Note. The system cannot display the default reason until the reason is defined and associated with the service indicator on the Service Indicator Reasons page. |
Set No Default |
Select this check box to prevent the system from displaying default values in the Service Indicator Reason Code and Department fields on the Service Indicators page. |
Attributes
Person and Organization |
Specify the type of IDs to which this service indicator can be assigned. Select the Person check box to allow assignment to individuals. Select the Organization check box to allow assignment to organizations. Select both check boxes to allow assignment to both individuals and organizations. |
Select this check box to display the word DECEASED at the top of pages about individuals to whom the indicator is assigned in the future. Warning! Select the Display Deceased Label check box only when creating a death service indicator. Selecting this for any other service indicator could cause the system to apply the deceased label to individuals who are not deceased. If this happens, substantial manual effort might be required to remove the deceased designation from each individual's record. |
|
Positive Service Indicator |
Select this check box to indicate that the service indicator identifies a privilege or service to be provided. For example, if you define a positive service indicator of Conference Guest and associate the service impact of Front of Line, then any person assigned the Conference Guest service indicator should receive front-of-line service at your institution. |
Display in Self-Service |
If your institution has licensed PeopleSoft Campus Self Service, you can select this check box to cause the service indicator to appear on self-service pages. |
Default Start Term (0000) |
Select this check box to set the Start Term to 0000 (Begin Service Indicator Term) when this service indicator is assigned. |
Default Start Date |
Select this check box to set the Start Date to <today's date> (current system date) when this service indicator is assigned. |
Service Indicator Impact
Service Impact |
Enter the service that is either restricted or provided by this service indicator. |
Term Category |
Select the single term category for which the service impact is valid. Note. This value is provided for informational purposes for consideration by administrative users. Delivered processes do not consider term categories. If you do not specify a term category, the service impact should be considered valid for all terms defined for the service indicator with which it is associated. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Description |
Enter comments to further describe or identify the service impact as it relates to this service indicator. |
See Also
Viewing, Assigning, or Removing Service Indicators
Access the Service Indicator Reasons page (Set Up SACR, Common Definitions, Service Indicators, Service Indicator Codes, Service Indicator Reasons).
Service Indicator Reasons
Positive Service Indicator |
If the service indicator identifies a privilege or service to be provided (as opposed to denied or restricted), the system displays this check box as selected. |
Reason Details
Reason Code |
Enter a code for the service indicator reason that you are creating. |
Set As Default |
Select this check box to associate this reason with the service indicator. You can select only one default reason for each service indicator. When you save the page, the system displays this reason next to the Default Reason field label on the Service Indicators Codes page. When you assign the service indicator on the Service Indicator Data 1 page, the system displays this reason as the default reason unless the Set No Default check box next to the Default Reason field on the Service Indicators Codes page is selected. In this case, no default reason appears. |
Secure Display by Role |
Click to access the Service Indicator Display page, where you can select roles to permit only users with those roles to view the assigned service indicator. Users without one of the specified roles are not able to view the assigned service indicator whether accessing the page through the icon or through the administrative menus. |
Department |
Enter the department at your institution that is responsible for this service indicator. |
Reference |
Select the type of entity that identified the need for this service indicator. Values are Department, Department and Instructor, and Department Bill # and Instructions. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Position Number |
Enter the ID of the person or office that identified the need for this service impact. |
Description |
Enter comments or instructions to further describe or define this service indicator reason, or to identify what an individual must do to qualify for the removal of a negative service indicator. The text that you enter here appears as the instructions for this hold on the Holds page in PeopleSoft Campus Self Service. |
See Also
Using Self-Service Service Indicators Data
This section discusses how to view service indicator data for a third-party vendor integration.
Page Name |
Definition Name |
Navigation |
Usage |
CC_SRVCIND_ALL |
Set Up SACR, Install, CS Integration Points, CC Interface, Service Indicators |
Enter or review data communicated by the Service Indicator component interface to an external vendor or other integrating application. |
Access the Service Indicators Summary page (click the Secure Display by Role link on the Service Indicator Reasons page)
.
View the service indicator data that is set to communicate to a specific third-party, such as an integration application or IVR (Interactive Voice Response) vendor.