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Processing Mass Changes

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.

Processing mass changes consists of a definition phase and a processing phase. First, you define the selection criteria and changes for the selected data; then you run the Structured Query Reports (SQRs) that process the changes you defined.

Note: The development staff must create mass change types and templates before you can use the mass change definitions discussed in this section.

This section discusses how to:

Page Name

Definition Name

Navigation

Usage

Description

MC_DEFN_00

  • select Checklists, then select Mass Change - Checklists, then select Mass Change Definition, then select Description

  • select Communications, then select Mass Change - Communications, then select Mass Change Definition, then select Description

  • select Records and Enrollment, then select Enroll Students, then select Block Enrollment, then select Mass Change Definition, then select Description

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

  • select Contributor Relations, then select Initiatives, then select Process Initiatives, then select Initiative Mass Change, then select Description

Define the mass change.

Criteria and Defaults

MC_DEFN_01

  • select Checklists, then select Mass Change - Checklists, then select Mass Change Definition, then select Criteria and Defaults

  • select Communications, then select Mass Change - Communications, then select Mass Change Definition, then select Criteria and Defaults

  • select Records and Enrollment, then select Enroll Students, then select Block Enrollment, then select Mass Change Definition, then select Criteria and Defaults

  • select Student Admissions, then select Processing Applications, then select Mass Change, then select Mass Change Definition, then select Criteria and Defaults

  • select Contributor Relations, then select Initiatives, then select Process Initiatives, then select Initiative Mass Change, then select Criteria and Defaults

Define criteria and set defaults for mass changes.

Student Administration

MC_DEFN_SA

  • select Campus Community, then select Checklists, then select Mass Change - Checklists, then select Mass Change Definition, then select Student Administration

  • select Campus Community, then select Communications, then select Mass Change - Communications, then select Mass Change Definition, then select Student Administration

  • select Records and Enrollment, then select Enroll Students, then select Block Enrollment, then select Mass Change Definition, then select Student Administration

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

  • select Contributor Relations, then select Initiatives, then select Process Initiatives, then select Initiative Mass Change, then select Student Administration

Set specific parameters for mass change definitions. The resulting mass change SQL statements will include these parameters.

Generate SQL

MC_DEFN_02

  • select Campus Community, then select Checklists, then select Mass Change - Checklists, then select Mass Change Definition, then select Generate SQL

  • select Campus Community, then select Communications, then select Mass Change - Communications, then select Mass Change Definition, then select General SQL

  • select Records and Enrollment, then select Enroll Students, then select Block Enrollment, then select Mass Change Definition, then select Generate SQL

  • select Student Admissions, then select Processing Applications, then select Mass Change, then select Mass Change Definition, then select General SQL

  • select Contributor Relations, then select Initiatives, then select Process Initiatives, then select Initiative Mass Change, then select Generate SQL

Generate the SQL to run a mass change.

Execution History

MC_DEFN_03

  • select Campus Community, then select Checklists, then select Mass Change - Checklists, then select Mass Change Definition, then select Execution History

  • select Campus Community, then select Communications, then select Mass Change - Communications, then select Mass Change Definition, then select Execution History

  • select Records and Enrollment, then select Enroll Students, then select Block Enrollment, then select Mass Change Definition, then select Execution History

  • select Student Admissions, then select Processing Applications, then select Mass Change, then select Mass Change Definition, then select Execution History

  • select Contributor Relations, then select Initiatives, then select Process Initiatives, then select Initiative Mass Change, then select Execution History

View the history of a completed mass change.

Group Definition

MC_GROUP_01

  • select Campus Community, then select Checklists, then select Mass Change - Checklists, then select Mass Change Group

  • select Campus Community, then select Communications, then select Mass Change - Communications, then select Mass Change Group

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

Combine mass change definitions into a group and set the execution sequence.

Run Mass Change

RUN_MASSCHNG

  • select Campus Community, then select Checklists, then select Mass Change - Checklists, then select Mass Change Group

  • select Campus Community, then select Communications, then select Mass Change - Communications, then select Mass Change Group

  • select Records and Enrollment, then select Enroll Students, then select Block Enrollment, then select Run Mass Change

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

Execute the mass change.

Mass Change Result

MC_CHK_RESULT

  • select Campus Community, then select Checklists, then select Mass Change - Checklists, then select Mass Change Group

  • select Campus Community, then select Communications, then select Mass Change - Communications, then select Mass Change Group

  • select Records and Enrollment, then select Enroll Students, then select Block Enrollment, then select Mass Change Group

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

View mass change results.

The definition phase comprises these steps:

  1. Select a mass change template, and use it to create a mass change definition.

  2. Outline the criteria for selecting rows, and identify the columns and values to be changed.

  3. Generate the SQL statement.

The processing phase comprises these steps:

  1. Run the Mass Change SQR to select, change, and transfer the data to temporary tables.

  2. (Optional) Review the data for accuracy (recommended).

    This PeopleSoft application delivers features that enable you to review the mass change results. You can view the results of mass change definitions using the Mass Change Result page (one of the locations is select Campus Community, then select Communications, then select Mass Change - Communications, then select Mass Change Results). Other Campus Solutions applications also have pages for reviewing mass change results; these pages are described in the documentation for the specific application.

  3. Run the appropriate process to load the data from temporary tables into PeopleSoft tables (if applicable).

    For example, to insert communications or checklists, you run the 3C Engine process to insert the mass change results into the PeopleSoft tables.

This flowchart illustrates mass change integration:

Image: Mass change in Campus Solutions

Example of how mass change moves through PeopleSoft tables using SQL and Application Engine.

Mass change in Campus Solutions