Implementation Prerequisites and Dependencies

This section provides an overview of the dependencies within Campus Solutions and discusses implementation considerations for:

Campus Community and institutional structure.
Student Records.
Recruiting and Admissions.
Academic Advisement.
Financial Aid.
Student Financials.
Contributor Relations.
Gradebook.

Each product's documentation topics discuss the product's business processes, integrations, and implementation considerations in greater detail.

Understanding Dependencies Within Campus Solutions

Before you use Campus Solutions, load the tables in the proper order. When populating tables in Campus Solutions, it is important that you load data in a prescribed sequence. This sequential order takes into account each table's data dependencies and hierarchical layers. For example, institutional structure must be defined first because all of the applications in Campus Solutions are dependent on the basic structure you set up for the institution.

Before you implement Campus Solutions, decide the order in which to implement each application. For example, you may need to "go live" with Financial Aid before completing the implementation of Student Financials. By reviewing the information for Financial Aid, you see that you must set up Item Types in Student Financials before you can set up Financial Aid Item Types. With this knowledge, Financial Aid and Bursar's staff can work together to make the necessary accommodations to the system.

Note: In addition to reviewing this information it is also recommended that you review the documentation on data conversion and shared values between Campus Community and the PeopleSoft Human Resources Management system.

Warning! Because of dependencies between applications, it is important that you take the information that follows into consideration prior to beginning the application setup process.

Preparing for Campus Community and Institutional Structure

If you have licensed PeopleSoft Human Resources Management or PeopleSoft Financials, you will want to coordinate the setup of the following:

Person IDs.
Personal attributes.
Organization IDs.
Organization locations, campuses, departments, and facility tables.

Detailed information for setting these up in Campus Solutions can be found in PeopleSoft Campus Community Fundamentals 9.0.

Preparing for Student Records

Detailed information for these setup tasks can be found in PeopleSoft Student Records 9.0.

Preliminary setup tasks:

The Institutional Structure/Campus Community setup sequence must be completed prior to setting up the Student Records system.
Review 3Cs—Communications, Checklists, and Comments—and Service Indicator setup to make sure the Student Records needs of these features are in place.
Coordinate the setup of General Ledger options and Fees with Student Financials and Financials.
Coordinate the setup of Instructor and Advisor Personal Data with Human Resources.
Coordinate the setup of transcripts with Academic Advisement.

Preparing for Recruiting and Admissions

Detailed information for these setup tasks can be found in PeopleSoft Recruiting and Admissions 9.0.

Preliminary setup tasks:

The Institutional Structure/Campus Community setup sequence and selected parts of the Student Records setup sequence must be completed prior to setting up the Recruiting and Admissions system.
Coordinate the setup of School Subject and External Courses for transcript credit purposes with Student Records.
Coordinate the setup of Application and Deposit Fees with Student Financials.
Coordinate the setup of Early Financial Aid Offers and Prospect Cross Reference with Financial Aid.

Preparing for Academic Advisement

Detailed information for these setup tasks can be found in PeopleSoft Academic Advisement 9.0.

Preliminary setup tasks:

Institutional Structure/Campus Community setup sequence must be completed prior to setting up the Academic Advisement system.
Student Records must be set up before beginning the set up of Academic Advisement.

In particular, a transcript type for Academic Advisement must be created so you can run advisement reports.
An active student must be set up in Campus Community and Recruiting and Admissions before you can run an academic advisement report or set up student exceptions.
Review 3Cs—Communications, Checklists, and Comments—and Service Indicator setup to make sure the Academic Advisement needs of these features are in place.

Preparing for Financial Aid

Detailed information for these setup tasks can be found in PeopleSoft Financial Aid 9.0.

Preliminary setup tasks:

The Institutional Structure/Campus Community, Recruiting and Admissions, and Student Records setup sequences must be completed prior to setting up the Financial Aid system.
Review 3Cs—Communications, Checklists, and Comments—and Service Indicator setup to make sure the FAN letter and other financial aid needs of these features are in place.
Coordinate the setup of Early Financial Aid Offers and Prospect Cross Reference with Recruiting and Admissions.
Coordinate the setup of item types and keywords with Student Financials.

Establish the Item Group FA-BUDGET with Student Financials and set up the Financial Aid Origin to be used for disbursing aid.

Preparing for Student Financials

Detailed information for these setup tasks can be found in PeopleSoft Student Financials 9.0.

Preliminary setup tasks:

The Institutional Structure/Campus Community, Recruiting and Admissions, and Student Records setup sequences must be completed prior to setting up the Student Financials system.
Coordinate the setup of General Ledger options with the Financials system counterparts to ensure you are using valid account and ChartField combinations.
If you run Student Financials refunding through PeopleSoft Payroll or PeopleSoft Accounts Payable, coordinate refunding options with the Financials system counterparts.
Review 3Cs—Communications, Checklists, and Comments—and service indicator setup to make sure the Student Financials needs of these features are in place.
Coordinate the setup of item types and keywords with Financial Aid and Contributor Relations.
Coordinate the setup of application and deposit fees with Recruiting and Admissions.

Preparing for Contributor Relations

Detailed information for these setup tasks can be found in PeopleSoft Contributor Relations 9.0.

Preliminary setup tasks:

Complete the Institutional Structure/Campus Community setup sequence, including departments, before setting up the Contributor Relations system.
Coordinate the setup of item types with Student Financials.

This setup is required prior to completing Contributor Relations gift or membership setup.

Preparing for Gradebook

Detailed information for these setup tasks can be found in PeopleSoft Gradebook 9.0.

Preliminary setup tasks:

The Institutional Structure/Campus Community setup sequence must be completed prior to setting up the Gradebook system.
Student Records must be set up before beginning the setup of Gradebook.

In particular, the course catalog must be populated. Additionally, classes must be scheduled and students must be enrolled to use the Gradebook.