PeopleSoft Campus Solutions 9.0 Application Fundamentals PeopleBook

Setting User Defaults

This chapter discusses how to:

Enter user defaults.
Define Contributor Relations user defaults.

See Also

PeopleTools PeopleBook: Security Administration, "User Profiles"

Entering User Defaults

To set up user defaults, use the User Defaults component (RUN_CC_USERPROFILE).

The system automatically loads default values into data pages for a particular user ID. The user default settings that you establish in the User Defaults component can be overridden on any page in the system. User defaults (which are optional) can save time and minimize data entry errors.

You need to be familiar with the pages and fields that default settings affect before you specify defaults. This chapter does not describe the functionality of the particular fields discussed here. Those fields are documented in the relevant application PeopleBooks.

Note. When you select default values for fields, you can select only those values for which the user ID has security access.

This section discusses how to:

Set defaults for academic information.
Set defaults for financial and admissions data.
Set defaults for admissions application data.
Set defaults for printing transcripts, award notifications, and Student and Exchange Visitor Information System (SEVIS).
Set defaults for enrollment overrides.
Set defaults for communication keys.
Select the type of communication, checklist, and comment (3C) group access.

Pages Used to Enter User Defaults

Page Name	Definition Name	Navigation	Usage
User Defaults 1	OPR_DEF_TABLE_CS1	Set Up SACR, User Defaults, User Defaults 1	Set defaults for the Academic Institution field, Term field, Career field, Academic Program field, and other fields.
User Defaults 2	OPR_DEF_TABLE_CS2	Set Up SACR, User Defaults, User Defaults 2	Set defaults for the setID field, Aid Year field, Application Center field, Cashier's Office field, and other fields.
User Defaults 3	OPR_DEF_TABLE_CS5	Set Up SACR, User Defaults, User Defaults 3	Set defaults for admissions application data.
User Defaults 4	OPR_DEF_TABLE_CS4	Set Up SACR, User Defaults, User Defaults 4	Set defaults for printing transcripts, including transcript output destination and transcript type, SEVIS processing, and award-notification printing.
Enrollment Override Defaults	OPR_DEF_TABLE_CS3	Set Up SACR, User Defaults, Enrollment Override Defaults	Set default enrollment overrides for a specified user ID.
Communication Speed Keys	OPR_SPDKEY_FUNC	Set Up SACR, User Defaults, Communication Speed Keys	Set default values for communication keys for a particular user ID.
User 3C Groups Summary	OPR_GRP_3C_SUM	Set Up SACR, User Defaults, User 3C Groups Summary	Select the type of 3C group access by specifying inquiry or update access for data in 3C groups.

Setting Defaults for Academic Information

Access the User Defaults 1 page (Set Up SACR, User Defaults, User Defaults 1).

Enter the default values for fields on this page. You can set default values for some fields but not others. All fields are optional.

See Also

PeopleSoft Student Records PeopleBook

Setting Defaults for Financial and Admissions Data

Access the User Defaults 2 page (Set Up SACR, User Defaults, User Defaults 2).

Enter default values for the fields on this page. You can set default values for some fields but not others. All fields are optional.

Setting Defaults for Admissions Application Data

Access the User Defaults 3 page (Set Up SACR, User Defaults, User Defaults 3).

Enter default values for the fields on this page. You can set default values for some fields but not others. All fields are optional.

Academic Level	Select an academic level for the applicant, such as Freshman, Junior, or Not Set.
Application Method	Select the medium by which the institution received the student's application, such as Diskette, Hard Copy, or Web Appl (web application).
Last School Attended	Enter a value in this field if you receive numerous applications from a particular school. The values depend on the options that are set up in the system.
Graduation Date	Enter a value here if many applicants share the same graduation date. No default value is delivered for this field.
Housing Interest	Select Commuter, Off Campus, or On Campus.
Financial Aid Interest	Select to have the Financial Aid Interest indicator set by default in the admissions application information.

External Acad Data Defaults (external academic data defaults)

Transcript Type	Select Official or Unofficial for this field to indicate if a transcript is official or unofficial.
Transcript Rcvd Data Source (transcript received data source)	Select the data source used to transmit the academic transcript to the institution.
Transcript Rcvd Medium (transcript received medium)	Select EDI or Hard Copy to indicate the medium by which the transcript is received at the institution.

See Also

PeopleSoft Recruiting and Admissions PeopleBook

Setting Defaults for Printing Transcripts, Award Notifications, and SEVIS

Access the User Defaults 4 page (Set Up SACR, User Defaults, User Defaults 4).

Carry ID

Select to have the system carry the ID of the last entered (or selected) individual or organization from search box to search box and from page to page. If you select the Carry ID option, you do not have to repeatedly enter or select the ID when you modify or review data for an individual or organization.

Output Destination

Select the default destination for printing transcripts. Select EDI, Page, or Printer.

Note. Output destination values are shipped with the system as translate values. Do not modify these translate values in any way. Any modifications of these values require a substantial programming effort.

Transcript Type

Enter the default value for the type of transcripts that you generally print. The options depend on which values are set up in the system.

Printer Name

List the default Postscript printers that you use to print award notifications. Click theExplain link for more detailed information.

SEVIS Default

School Code	Enter the default school code that populates fields in the SEVIS F/M Visa components.
Program Number	Enter the default program sponsor number that populates fields in the SEVIS J Visa components.

Setting Defaults for Enrollment Overrides

Access the Enrollment Override Defaults page (Set Up SACR, User Defaults, Enrollment Override Defaults).

Select the default overrides for the enrollment access ID shown. Only those overrides to which an enrollment access ID has access can be set as defaults. The overrides selected here are set during the enrollment access ID setup. You can override these settings.

See Also

Setting Up Enrollment Access IDs

Setting Defaults for Communication Keys

Access the Communication Speed Keys page (Set Up SACR, User Defaults, Communication Speed Keys).

Communication speed keys enable you to create shortcuts for specifying common communication data. Users can select from base default communication keys or modify them. Users can also set up their own communication keys in addition to the base communication keys.

Administrative Function

Set default communication keys for multiple administrative functions by adding a row for each administrative function.

Academic Institution	Enter the academic institution for the administrative function.
Administrative Function	Enter the administrative function to which the default communication key is assigned.
Default Comm Key (default communication key)	Displays the communication key that you select as the default for the administrative function.
No Default	If you do not want to specify a default communication key for an administrative function, either select this check box or do not select a default communication key in the Comm Key (communication key) scroll area. The Default Comm Key field remains blank.

Comm Key

You can define only one default communication key for each administrative function. You can set multiple communication keys (or comm keys) by adding rows in the Comm Key scroll area.

Comm Key (communication key)	Enter the communication key that you want to use as a default for the administrative function. After you enter a value in this field, the Category, Context, Method and other comm key values appear.
Default Comm Key (default communication key)	Select to set this comm key as the default for the administrative function.
Print Comment	Select to have the system set the Print Comment flag to True by default for communications using this comm key.
Activity Completed	Select to have the system set Activity Completed flag to True by default for communications using this comm key.
Unsuccessful Outcome	Select to have the system set the Unsuccessful Outcome flag to True by default for communications using this comm key.

See Also

Managing Communications

Selecting the Type of 3C Group Access

Access the User 3C Groups Summary page (Set Up SACR, User Defaults, User 3C Groups Summary).

You can see only those items associated with the 3C groups to which you have access, as indicated by the selected check boxes. You can temporarily disable access to specific 3C groups that you do not want to view each time. Clear the Inquiry Indicator check box for those groups that you do not want to include in the default. The Update Indicator check box appears if the user can enter and edit data in the 3C group. Users cannot change update access on this page.

See Also

Setting 3C Engine Security

Defining Contributor Relations User Defaults

To set up Contributor Relations user defaults, use the Operator Defaults component (AV_OPR_DEF1).

This section discusses how to:

Set user defaults.
Select default columns for the Profile Compare page.
Specify custom setup for the Bio Bit and Bio Brief reports.

Pages Used to Define Contributor Relations User Defaults

Page Name	Definition Name	Navigation	Usage
Operator Defaults	AV_OPR_DEF1	Set Up SACR, Product Related, Contributor Relations, Install Contributor Relations, Operator Defaults, Operator Defaults	Select default system values based on the user ID.
Select Profile Compare Columns	AV_PROF_CMP_DEF_SP	Click the Profile Compare Columns button on the Operator Defaults page.	Set up the default columns that appear in the grid on the Profile Compare page.
Custom Bio Bit/Brief Setup	AV_BIO_CUST_SP	Click the Bio Bit/Brief button on the Operator Defaults page.	Set up the default items included in customized Bio Bit and Bio Brief reports that you generate. You can create a name for the default report and specify which items are included. The reports that you define here appear as available options in the Custom field on the Biographic Profile page.

Setting User Defaults

Access the Operator Defaults page (Set Up SACR, Product Related, Contributor Relations, Install Contributor Relations, Operator Defaults, Operator Defaults).

Academic Institution

Enter the default academic institution for the current user. This academic institution appears by default on all pages where an institution is required, but it can be overridden. The full name of the academic institution that you enter appears next to this field.

Business Unit

Enter the default business unit for the current user. This business unit appears by default on all pages where a business unit is required, but it can be overridden. The full name of the business unit that you enter appears next to this field.

SetID

Enter the default setID for the current user. This setID appears by default on all entry pages where a setID is required, but it can be overridden. The full name of the setID that you enter appears next to this field.

Auto Load Registers

Select to automatically load data with the defaults that the user selects on this page when you access the Commitment Register and Transaction Register pages.

Profile Compare Columns

Click to set up the default columns that appear in the grid on the Profile Compare page. The Select Profile Compare Columns page appears. You set default columns here, but you can change the columns on a temporary basis on the Profile Compare page as well.

Bio Bit/Brief

Click to set up the default items included in customized Bio Bit and Bio Brief reports that you generate. You can create a name for the default report and specify which items are included. The reports that you define here appear as available options in the Custom field on the Biographic Profile pages.

Des BU (designation business unit)

Select the default designation business unit to appear when entering gift or pledge transactions in the system. The designation business unit is the default business unit to which commitments are allocated. These defaults can be overridden on the Session Defaults page within a session and on the entry page.

Designation

Select the default designation to appear when entering gift or pledge transactions in the system. The designation is the default designation to which commitments are allocated. These defaults can be overridden on the Session Defaults page within a session and on the entry page.

Initiative Code

Enter the default initiative code to appear on the Designation page when entering gift or pledge transactions in the system. These defaults can be overridden on the Session Defaults page within a session.

Appeal Code

Enter the default appeal code to appear on the Designation page when entering gift or pledge transactions in the system. These defaults can be overridden on the Session Defaults page within a session.

Person Profile

The values that you select here determine a user's default views of information on the Person Profile page.

Profile View	Select the profile view—Biographic, Commitment, or Participation—that appears.
Address Type	Select the address type that appears.
Phone Type	Select the phone type that appears.
Email Type	Select the email type that appears.

Selecting Default Columns for the Profile Compare Page

Access the Select Profile Compare Columns page (click the Profile Compare Columns button on the Operator Defaults page).

Select the check box next to each field to appear as a default column on the Profile Compare page.

Specifying Custom Setup for the Bio Bit and Bio Brief Reports

Access the Custom Bio Bit/Brief Setup page (click the Bio Bit/Brief button on the Operator Defaults page).

Enter the name of the default report, and then select the check box next to each item to include in the report.

Relationship information is broken down by the following selections:

Item	Included Relationship Types
Spouse Info. (spouse information)	Spouse
Family Info. (family information)	Brother, Daughter, Father, Grandfather, Other Relation, Son, Step-Father, Sister, Self, and Step Mother
Other Relation	Employee, Employer, Friend, Ln Co-Makr, Ln-Refernc, Ln Co-Sign, Neighbor, None Indi, Other, Partner, Roommate, and Works for

Carry ID	Select to have the system carry the ID of the last entered (or selected) individual or organization from search box to search box and from page to page. If you select the Carry ID option, you do not have to repeatedly enter or select the ID when you modify or review data for an individual or organization.
Output Destination	Select the default destination for printing transcripts. Select EDI, Page, or Printer. Note. Output destination values are shipped with the system as translate values. Do not modify these translate values in any way. Any modifications of these values require a substantial programming effort.
Transcript Type	Enter the default value for the type of transcripts that you generally print. The options depend on which values are set up in the system.
Printer Name	List the default Postscript printers that you use to print award notifications. Click theExplain link for more detailed information.

Academic Institution	Enter the default academic institution for the current user. This academic institution appears by default on all pages where an institution is required, but it can be overridden. The full name of the academic institution that you enter appears next to this field.
Business Unit	Enter the default business unit for the current user. This business unit appears by default on all pages where a business unit is required, but it can be overridden. The full name of the business unit that you enter appears next to this field.
SetID	Enter the default setID for the current user. This setID appears by default on all entry pages where a setID is required, but it can be overridden. The full name of the setID that you enter appears next to this field.
Auto Load Registers	Select to automatically load data with the defaults that the user selects on this page when you access the Commitment Register and Transaction Register pages.
Profile Compare Columns	Click to set up the default columns that appear in the grid on the Profile Compare page. The Select Profile Compare Columns page appears. You set default columns here, but you can change the columns on a temporary basis on the Profile Compare page as well.
Bio Bit/Brief	Click to set up the default items included in customized Bio Bit and Bio Brief reports that you generate. You can create a name for the default report and specify which items are included. The reports that you define here appear as available options in the Custom field on the Biographic Profile pages.
Des BU (designation business unit)	Select the default designation business unit to appear when entering gift or pledge transactions in the system. The designation business unit is the default business unit to which commitments are allocated. These defaults can be overridden on the Session Defaults page within a session and on the entry page.
Designation	Select the default designation to appear when entering gift or pledge transactions in the system. The designation is the default designation to which commitments are allocated. These defaults can be overridden on the Session Defaults page within a session and on the entry page.
Initiative Code	Enter the default initiative code to appear on the Designation page when entering gift or pledge transactions in the system. These defaults can be overridden on the Session Defaults page within a session.
Appeal Code	Enter the default appeal code to appear on the Designation page when entering gift or pledge transactions in the system. These defaults can be overridden on the Session Defaults page within a session.