Setting Up Organization Data

This chapter discusses how to:

• Define organization groups and contacts.

• Create or load external organization codes.

• Set up external subject categories and term sessions.

• Set up external education comments.

• Set up organization types.

• Set up NAICS codes.

See Also

Adding Organizations to Your Database

Managing Organization Data

Loading External Organization Data

Defining Organization Groups and Contacts

To define organization groups and contacts, use the Organization Group Table component (ORG_GRP_CD_TABLE) and the Contact Type Table component (ORG_CNTCT_TYPE_TBL).

This section provides an overview of group types and discusses how to:

• Define organization group types.

• Define contact types.

Understanding Group Types

Group types and codes within each group type enable you to group similar organizations at a high level and further define them into specific categories. For example, in admissions, you can group organizations according to their academic quality by setting up a high-level group type of Academic Quality. Within that group type, you can further identify each organization in the group by assigning group codes of Below Average, Average, and Highly Competitive. Some organization group types are predefined when your system is shipped. Review these to be sure they meet your institution's needs; create others if necessary.

You can also set up the types of contact persons typically available to your institution. Contact types help you to identify the role of the contact person at each organization in your database. For example, you might indicate that the contact for Cottonwood High School is Mr. Raymond Scott, but you probably also want to specify whether he is a teacher, guidance counselor, or the principal.

Although these examples relate to schools, you can also use group types, group codes, and contact types to organize all types of organizations in your system.

Pages Used to Define Groups and Contacts

Defining Organization Group Types

Access the Organization Group Table page (Campus Community, Organization, Define Organization Data, Organization Group Table).

Enter information to define the organization group that you want to create.

Defining Contact Types

Access the Contact Type Table page (Campus Community, Organization, Define Organization Data, Contact Type Table).

Enter information to define the organization contact type that you want to create.

Creating or Loading External Organization Codes

To create or load external organization codes, use the External Organization Code Type Table component (EXTORGCDTYPE_TABLE).

This section provides an overview of external organization codes and discusses how to load or define external codes for organization types.

Understanding External Organization Codes

Load or set up external agency codes to make them available to associate with organizations. For example, if your institution loads Enrollment Planning Service (EPS) market codes, the load process enters each code on the External Organization Code Type table. Those codes are then available for you to assign to organizations on the Organization External Codes page.

See Also

Loading and Assigning EPS Market Codes

Page Used to Create External Organization Codes

Loading or Defining External Codes for Organization Types

Access the External Organization Code Type page (Campus Community, Organization, Define Organization Data, Ext Org Code Type Table).

Code Type Option

Setting Up External Subject Categories and Term Sessions

To set up external subject categories and term sessions, use the External Subject Table component (EXT_SUBJECT_TBL) and the External Term component (EXTERNAL_TRM_TABLE).

This section provides an overview of external subjects, terms, and categories, and discusses how to:

• Define external subject categories.

• Define external term sessions.

Understanding External Subjects, Terms, and Courses

External subjects are general subject areas that you define for the purpose of categorizing external courses.

Set up external subject categories to broadly identify the subjects offered at external institutions. Use those categories to identify which institutions offer courses in those subjects. For example, perhaps one of the entrance requirements at your institution is four years of high school English. Various high schools offer classes titled 17th Century English Literature, Mystery Writers of America, and A Journey through Time with Shakespeare. When these classes appear on a student's transcript they do not readily translate as English courses. If you create a broad external subject of English, you can assign these courses to it to help track your institution's English requirements. Use the School Course Classification page to record the specific course offerings for each subject area.

When you track information regarding external institutions for a prospect, applicant, or student, you should know the specific term to which that information is related. For example, when you enter external transcript or external transfer credit information, you should record the term to which the transcript information pertains. Because external institutions use various term structures, possible terms should be available to help identify that particular organization's term structure. Some external terms are redefined translate values. Review these values to verify whether they meet your institution's needs and create others if necessary. You can also set up how you want the system to convert external term sessions to your term structure.

See Also

Processing Transfer Credit

Pages Used to Set Up External Subject Categories and Term Sessions

Defining External Subject Categories

Access the External Subject Table page (Set Up SACR, Common Definitions, External Education, External Subjects).

Academic Interest

Select this check box to permit this code to be used as both an academic interest code and an external subject code. Academic interests are external subject areas in which a prospect or applicant has expressed interest that might not be offered by your program. If you want to record those interests for recruiting and analysis purposes, define them here. When you enter external subjects for a prospect or applicant on the Education page, all codes defined in this table are available. When you enter academic interests for a prospect or applicant on the Academic Interests page, only the codes that are defined as academic interests on this page are available.

See Also

Tracking Supporting Prospect and Applicant Information

Tracking External Education

Defining External Term Sessions

Access the External Term Table page (Set Up SACR, Common Definitions, External Education, External Term).

Additional Information

Internal Term Type Conversion

See Also

Setting Up Unit Conversions

Setting Up External Education Comments

To define default comments for external education data, use the External Education Comments component (SAD_EXT_COM_TBL).

Default comments that are defined on the External Education Comments page can be entered in the Education component, at the transcript level, career level, or for a specific course.

This section discusses how to define default comments.

Page Used to Define External Education Comments

Defining External Education Comments

Access the External Education Comments page (Set Up SACR, Common Definitions, External Education, External Education Comments).

Default Comment Code	Enter a code for the default comment.
Description	Enter a description of the comment code.
Short Description	Enter an abbreviated description of the comment code.
Comment	Enter the default text for the comment.
Transcript Comment and Course Comment	Select to indicate that the default comment relates to a transcript or to a specific course.
External Career	Enter the external career to which the comment relates.

Setting Up Organization Types

To define an organization type, use the External Organization Type Table component (SCC_ORG_TYP_TB).

The External Organization Type Table page defines the business structure of an organization used by an institution such as Business, Non-Profit, School, Foundation, Knowledge or Other. It also sets up the dynamic links to the various pages that a user would complete for data entry for the organization type.

This section discusses how to define the organization type.

Page Used to Define the Organization Type

Defining the Organization Type

Access the External Organization Type Table page (Set Up SACR, Product Related, Campus Community, Organization Processing, External Organization Type).

Contact

Type Navigation List

Setting Up NAICS Codes

To define NAICS codes, use the NAICS Codes component (SCC_NAICS_TBL).

The North American Industry Classification System (NAICS) replaced the U.S. Standard Industrial Classification (SIC) system in 1997 and was revised in 2001 and again in 2002. It was developed jointly by the U.S., Canada, and Mexico to compare business activity statistics across North America. This North American code indicates the type of business that the external organization conducts such as manufacturing, staffing, education.

This section discusses how to define the NAICS codes.

Page Used to Define NAICS Codes

Defining NAICS Codes

Access the NAICS Codes page (Set Up SACR, Product Related, Campus Community, Organization Processing, NAICS Codes).

North American Industry Classification System

Setting Up ATP Country Names and School Types

The ATP Load process (CCATPLOD.SQR) picks up country names and school types that are delivered in the American Testing Program (ATP) Secondary School data file load.

This section discusses the components that enable you to:

• Map ATP country names.

• Map ATP school types.

Note. The components are not delivered with values. You need to add rows to map the ATP and PeopleSoft values.

Pages Used to Set Up ATP Country Names and School Types

Mapping ATP Country Names

Access the ATP Country Table page (Set Up SACR, Product Related, Campus Community, Organization Processing, ATP Country Table).

Mapping ATP School Types

Access the ATP School Type Table (Set Up SACR, Product Related, Campus Community, Organization Processing, ATP School Type Table).

For information on setting up LS School Types, refer to PeopleSoft Recruiting and Admissions 9.0 PeopleBook, "Setting Up Prospects", Setting Up School Types.

See Also

Setting Up School Types