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Updating Program Actions and Statuses Using Mass Change

Important! Mass Change is a deprecated product. Support will be maintained for this product, but no new development will be produced for Mass Change. It is strongly recommended that you use Application Engine instead. For more information on PeopleSoft Application Engine, see PeopleTools: Application Engine.

This section provides an overview of how to update program actions and statuses using mass change and discusses how to run the Application Program Update process.

If you have a large number of applications you want to update with the same program action, action reason, and academic program status, you can use a background process.

To update program actions and statuses of multiple applications:

  1. Set up your Mass Change Definition.

    Use the Mass Change Definition - Description page to enter your mass change definition. The mass change definition defines the criteria for selecting which applications should be updated. PeopleSoft provides a sample mass change definition called Application Program Update Select. However, your institution might have defined its own mass change definition for updating program information, or your institution might have changed the shipped sample.

    See PeopleTools: Data Management, “Mass Change”

  2. Specify your Mass Change Criteria and Defaults.

    Use the Mass Change Definition - Criteria and Defaults page to set up your mass change criteria. You also choose the program action and action reason codes to be added to the selected application records. The system automatically updates the program status according to the action taken.

    There is one SQL statement execution sequence for this Mass Change Definition: Select Applicant Criteria.

    In the Defaults group box, select the codes you want added to the new program row for the selected applications. You may select values for program action and action reason. For example, you might be updating these applications with a program action of DENY, and an action reason of AUTO. These two fields are stored on the Application Program Data page.

  3. Generate your SQL Statement to select the applications to be updated.

    Use the Mass Change Definition - Generate SQL page to generate the SQL statement for this mass change definition. Click the Clear Sw button then the Generate SQL button so do this. After generating the SQL, select Save. After setting up your mass change definition and generating your SQL statement, you are ready to process your mass change.

  4. Run a Mass Change Group to select the applications to be updated.

    Use the Run Mass Change page to process your mass change and select the actual applications to be updated during the Application Program Update process. This process selects the actual applications to be updated.

    Because you want to delete any data in the temp file before running this process, you can use a mass change group that PeopleSoft provides, which deletes the temp using the delivered Communication - Delete Temp mass change definition and runs your Application Prog Update Select mass change definition.

    Select Application Prog Update Base in the Mass Change Group ID field. If you want to create a different Mass Change Group or modify Application Prog Update Base, use the Mass Change Group component before running the mass change group on Run Mass Change. On Run Mass Change, click the Execute Mass Change Group radio button to make the Mass Change Group ID field available for selection.

  5. Run the Application Program Update process to do the actual updating of applications.

    Use the Application Program Update page to update the program data of the selected applications. A new row of program data is added to the selected applications on the Application Program Data page.

Page Name

Definition Name

Navigation

Usage

Application Program Update

RUNCTL_PROGUPDT

select Student Admissions, then select Processing Applications, then select Update Applications, then select Application Program Update

Update the program data of the selected applications.

This process uses the applicants selected when running the mass change group to insert the program action and program reason defined on the Criteria and Defaults page of the Mass Change Definition component. You must first process your mass change group before running the application program update process.

Mass Change Definition

MC_DEFN_00

select Student Admissions, then select Processing Applications, then select Mass Change, then select Mass Change Definition

Define criteria for applications to be updated.

Mass Change Group

MC_DEFN_00

select Student Admissions, then select Processing Applications, then select Mass Change, then select Mass Change Group

Define the execution sequence for the mass change definitions.

Run Mass Change

MC_DEFN_00

select Student Admissions, then select Processing Applications, then select Mass Change, then select Run Mass Change

Run the mass change group to select the application to be updated via the application program update process.