Setting Up Candidate Center

Page Name	Definition Name	Navigation	Usage
Status Detail Window Setup	SSR_RS_CANDSS_STUP	select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Status Detail Window Setup	Set up the My Research Projects region in Candidate Center.
Status Field Setup	SSR_RS_POP_FLDSTP	select Setup SACR, then select Product Related, then select Student Records, then select Research Managementselect Status Field Setup	Configure the information that appears in the various Status Detail pages from the My Research Projects region.
Service Window Setup	SSR_RS_TSKTABS	select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Service Window Setup	Set up the tabs that appear in the My Service Items region.
Service Item Setup	SSR_RS_TASK_SETUP	select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Service Item Setup	Create and configure service items.

Access the Status Detail Window Setup page (select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Status Detail Window Setup).

Image: Status Detail Window Setup Page

This example illustrates the fields and controls on the Status Detail Window Setup Page. You can find definitions for the fields and controls later on this page.

When candidates select a project in the My Research Projects region, information about the project appears. Use the Status Detail Window Setup page to identify the research entities that appear in the My Research Projects region.

Field or Control	Definition
Order	Indicates the order in which the research entities appear in the window.
Section Label	Assign the label to identify the content.
Candidate Entity	Set the corresponding entity to the section label. Each entity corresponds to candidate information displayed in the Candidate Management and Thesis Management components. The data from the selected entity will be used for the section. The list of values are: Assignment, Submission, Supervisor, Thesis, Topic.
Display ‘None’	Select to display ‘None’ next to the section label if data does not exist for the entity. If you do not select this option, the section label will be hidden if data does not exist.
Hide Inactive Projects ,Hide Inactive Supervisors , and Hide Inactive Topics	Select to hide inactive records in the My Research Projects region. The Hide Inactive Projects option displays only research project records where the project's 'Assigned' status is set (visible in the Candidate Management Override page). The Hide Inactive Supervisors option displays only assigned supervisors where their current effective status is 'Active'. The Hide Inactive Topics option displays only assigned topics where their current effective status is 'Active'.

When candidates click any link that appears in the My Research Projects region, a status detail page appears and displays current information about the selected link. Candidates could use this information to determine their current status, and whether any action may be required.

The following image shows an example of fields that are visible to candidates when they select an assignment link from the My Research Projects region.

Image: Status Field Setup for Assignments Status Detail Page (example)

This example illustrates the fields and controls on the Status Field Setup page for the Assignments Status Detail page (example). You can find definitions for the fields and controls later on this page.

Use the Status Field Setup page to configure the information that is visible to candidates.

Field or Control	Definition
All Attachments	Select to allow candidates to view all attachments associated with the selected detail page. Attachments can be viewed in the Candidate Management or Thesis Management components in their corresponding sections.
Public Attachments	Select to allow candidates to view only public attachments. This allows only attachments marked as 'Visible to Student' to be displayed.
Display	Select to display the field in the status detail page.

The following sections list the only fields that you can select to display in the corresponding status detail page.

Research Topic Status Detail Page

Field	Description
SSR_RS_TOPIC_ID	Topic Code
SSR_RS_RSRCH_TOPIC	Research Topic
SSR_RS_DESCRLONG	Topic Description
SSR_RS_THESIS_TITL	Thesis Title
SSR_RS_STATUS	Status
SSR_RS_ACTION_DT	Status Date
SSR_RS_TPCCMNT	Comments

Supervisor Status Detail Page

Field	Description
SSR_RS_SUPER_ID	Supervisor Name
SSR_RS_SUPER_TYPE	Supervisor Role
SSR_RS_PRI_SUPR	Primary Supervisor
SSR_RS_BEGIN_DT	Start Date
SSR_RS_END_DT	End Date
SSR_RS_SUPER_PRCNT	Supervision Percentage
ACAD_ORG	Academic Organization
SSR_RS_COMMITTEE	Advisor Committee
SSR_RS_STATUS	Status
SSR_RS_ACTION_DT	Status Date
COMMENTS	Comment

Assignment Status Detail Page

Field	Description
SSR_RS_RQUIRE_TYPE	Assignment Type
SSR_RS_EXP_COMP_DT	Completion Date
SSR_RS_APPRVL_DT	Approval Date
SSR_RS_APPRVL_ID	Approver ID
SSR_RS_COMMITTEE	Advisory Committee
SSR_RS_STATUS	Status
SSR_RS_ACTION_DT	Status Date
COMMENTS	Comment

Consumption Status Detail Page

Field	Description
SSR_RS_BEGIN_DT	Begin Date
SSR_RS_LOAD	Research Load
SSR_RS_CAN_CNSMPTN	Consumption Method
SSR_RS_CNSMPTN_DAY	Total Days
SSR_RS_DAYS_REMNG	Days Remaining
SSR_RS_SUB_DT_MIN	Early Submission Date
SSR_RS_SUB_DT_MAX	Final Submission Date
SSR_RS_STATUS	Status
SSR_RS_ACTION_DT	Status Date
COMMENTS	Comment

Thesis Status Detail Page

Field	Description
SSR_RS_THESIS_TITL	Thesis Title
SSR_RS_STATUS	Status
EFFDT	Effective Date
SSR_RS_INTD_SUB_DT	Intended Submission Date
SSR_RS_ACT_SUB_DT	Actual Submission Date
SSR_PROJ_DATE	Oral Defense Date
SSR_RS_NBR_SUBMIT	Number of Copies Submitted
SSR_RS_CERT_EMPLID	Certificate Approver
SSR_RS_NOITS_APRVL	Intent to Submit Approval
SSR_RS_CERTINT_FLG	Exam Initiated
SSR_RS_RETURN_FLG	Return of Thesis Requested
SSR_RS_DECLARE_FLG	Details Declared Correct
SSR_RS_CERT_SAPRVL	Exam Supervisor Approval
SSR_RS_COMPSEM_FLG	Ready for Completion Seminar
SSR_RS_EMBARGO_TYPE	Embargo Type
SSR_RS_EMB_STRT_DT	Embargo Start Date
SSR_RS_EMB_END_DT	Embargo End Date
SSR_RS_EX_PYMT_FLG	Examiner Payments Processed
SSR_RS_LIB_DEP_FLG	Library Submission Made
SSR_RS_CND_ADV_FLG	Candidate Advised
SSR_RS_GRDTN_FLG	Proceed to Graduation
COMMENTS	Comments

Access the Service Window Setup page (select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Service Window Setup).

Image: Service Window Setup Page

This example illustrates the fields and controls on the Service Window Setup Page. You can find definitions for the fields and controls later on this page.

Use the Service Window Setup page to add or remove the tabs that appear in the My Service Items region. At least one page tab must be defined. Use the page tabs to logically group service items. The tab labels should help candidates find the appropriate service item. You can create as many tabs as appropriate as well as the define the order in which the tabs appear. When a service item is created, administrators must indicate in which tab the service item appears.

Field or Control	Definition
Tab Message	Define the introductory text that appears in each tab.
Window Message	Define the introductory text that appears in the My Service Items region.

The My Service Items region enables research candidates to initiate a service item transaction. Service items can be:

Research service items. These are transactions that allow candidates to directly update their candidature information without administrator intervention.
Research service requests. These are requests that are assigned and processed by an administrator.

You use the Service Item Setup page to create both types of transactions that can be initiated by candidates in the Candidate Center. However, make sure you set up the service request categories, types, and subtypes before you configure service items for use in the Candidate Center. Also, exercise care when you configure research service items because these items allow candidates to update their candidature information.

Configuring a Research Service Item

Access the Service Item Setup page (select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Service Item Setup).

Image: Service Item Setup for Research Service Item - General page

This example illustrates the fields and controls on the Service Item Setup for Research Service Item - General page. You can find definitions for the fields and controls later on this page.

Use the Service Item Setup — General page to configure the settings of a service item.

Field or Control	Definition
Service ID	You enter this value when you add a service item.
Ready for Use	Select if you want the service item to be available in the My Service Items region.
Use during	A service item appears in the My Service Items region based on a student’s enrollment status. To display a service item accordingly, select one or more of the following conditions: `Pre-applicant` if a candidate record doe not exist for the selected student regardless of whether the student is active in other non-research programs. `Admissions applicant` if a candidate record exists for the selected student and a matching ACAD_PROG record for the candidate number does not exist, but a matching record is found in ADM_APPL_PROG. `Post matriculation` if a candidate record exists for the selected student and a matching record for the candidate number is found in ACAD_PROG.
User	Select to assign a user. Candidate Center uses only service items whose users are set to Candidate.
Service Tab	Select to indicate the tab where the service item should appear.
Service Label	Set the name of the link label for the service item.
Item Order	This field controls the order in which the service item appears under the service tab. Service items are displayed in ascending order.
Status Group	Select so you can set the proper status code. Choices are filtered based on the Entity value.
Status	Sets the default value that is assigned when candidate records are updated. The values you can select depend on the Status Group you set.
Status Level	Use to prevent the candidate from updating their candidate and thesis information. Every research status code has an associated status level value. The status code level of the target entity must be less than this value, otherwise the service item cannot be submitted.
Entity	Select the research candidate entity that the service item should update. Select any one of the following: Topic Supervisor Submission (Consumption) Assignment Thesis Service Request. If you select this option, rather than update the student's candidate records, a new service request record will be created for the student.
Message Set Number, Message Number	Select the help text that appears when candidates hover over the Service Label in the My Service Items region.
Notification Template	Select the notification template that will be sent to the designated recipient of the service item. Add your notification templates in the Notification Consumer Setup page, Consumer ID: SCC_NTF_CON_20140110095615 Candidate Self Service Notifications.
Notification Recipient	If a rule is not used, this is the primary recipient of the notification generated by the creation of the research service item. If a custom rule is used to determine the notification recipient, this ID will be used if the rule cannot determine a recipient. Note that the recipient must grant notification permissions for email and SMS.
Rule	Shows the optional Rules Engine rule that can be used to determine the notification recipient. A sample rule exists that attempts to send the notification to the student’s primary research supervisor. Use the Search and Clear buttons to manage the setting. Sample Rule: Rule ID: SCC_RULE_ID_20140115033240 Rule Name: Research Std SS task notification recipient Rule Category Name: Research Self Service Task For information, see Understanding the Rules Engine.

Configuring a Research Service Request

If a service item is configured to create a service request, the notification fields on the page (Status Group, Status, Status Level, Notification Template, Notification Recipient, and Rule) will be hidden and two new fields will appear (Service Request Type, Service Request Subtype). This is because service requests have their own status and notification settings, and the new fields indicate the appropriate service request settings to use. In addition, the Fields page will be hidden. This is because a common service request entry form is used and does not require configuration. This is triggered when Entity is set to Service Request.

Access the Service Item Setup page (select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Service Item Setup).

Image: Service Item Setup for Research Service Request - General page

This example illustrates the fields and controls on the Service Item Setup for Research Service Request - General page. You can find definitions for the fields and controls later on this page.

The fields on the Service Item Setup for Research Service Request - General page are similar to the setup page for research service items except for the following:

Field or Control	Definition
Service Request Type	This field appears when the Entity is 'Service Request'. Select the appropriate service request type for the service item.
Service Request Subtype	This field appears when the Entity is 'Service Request'. Select the appropriate subtype (if any) for the service item.

Access the Service Item Setup — Fields page (select Setup SACR, then select Product Related, then select Student Records, then select Research Management, then select Service Item Setup, then select Fields).

Image: Service Item Setup — Fields Page

This example illustrates the fields and controls on the Service Item Setup — Fields Page. You can find definitions for the fields and controls later on this page.

Use the Service Item Setup — Fields Page to identify which fields and options are available to candidates when they initiate a service item. Depending on the value of the service item entity, additional options may be available.

Field or Control	Definition
Display	Select to display the field in the service item status detail page.

You can enable these fields and options for the following service items:

Research Topic Optional Fields

Field	Description	Notes
Check box	Create a new Topic Sequence	If selected, this creates a new topic sequence. If deselected, the user will be required to select an existing research topic record to update..
Check box	Use Topic Search	Enables the Topic Search functionality. Generally used in conjunction with the Create a New Topic Sequence option.
Check box	Attachments Support	Enables the attachment functionality.
SSR_RS_RSRCH_TOPIC	Research Topic	If selected, this field appears in the data entry page.
SSR_RS_DESCRLONG	Topic Description	If selected, this field appears in the data entry page.
SSR_RS_THESIS_TITL	Thesis Title	If selected, this field appears in the data entry page.
SSR_RS_TPCCMNT	Comments	If selected, this field appears in the data entry page.

Supervisor Optional Fields

Field	Description	Notes
Check box	Create a new Supervisor Sequence	If selected, a new supervisor sequence is created. Otherwise, user will be required to select an existing supervisor record to update.
Check box	Use Supervisor Search	Enables the supervisor search functionality. Generally used in conjunction with the Create a New Supervisor Sequence option. This will record the EmplID of the supervisor.
Check box	Attachments Support	Enables the attachment functionality.
SSR_RS_BEGIN_DT	Supervision Begin Date	If selected, this field appears in the data entry page.
SSR_RS_END_DT	Supervision End Date	If selected, this field appears in the data entry page.
SSR_RS_SUPER_PRCNT	Supervision Percentage	If selected, this field appears in the data entry page.
SSR_RS_SUPER_TYPE	Supervisor Role	If selected, this field appears in the data entry page.
SSR_RS_PRI_SUPR	Primary Supervisor	If selected, this field appears in the data entry page.
COMMENTS	Comments	If selected, this field appears in the data entry page.

Thesis Optional Fields

Field	Description	Notes
Check box	Attachments (Support)	Enables the attachment functionality.
SSR_RS_THESIS_TITL	Thesis Title	If selected, this field appears in the data entry page.
SSR_RS_INTD_SUB_DT	Intended Submission Date	If selected, this field appears in the data entry page.
SSR_RS_ACT_SUB_DT	Actual submission Date	If selected, this field appears in the data entry page.
SSR_RS_NBR_SUBMIT	Number of Copies Submitted	If selected, this field appears in the data entry page.
SSR_RS_NOITS_APRVL	Intent to Submit for Approval	If selected, this field appears in the data entry page.
SSR_RS_DECLARE_FLG	Details Declared Correct	If selected, this field appears in the data entry page.
SSR_RS_COMPSEM_FLG	Ready for Completion Seminar	If selected, this field appears in the data entry page.
SSR_RS_RETURN_FLG	Return of Thesis Requested	If selected, this field appears in the data entry page.
SSR_RS_EMBARGO_TYP	Embargo Type	If selected, this field appears in the data entry page.
SSR_RS_EMB_STRT_DT	Embargo Start Date	If selected, this field appears in the data entry page.
SSR_RS_EMB_END_DT	Embargo End Date	If selected, this field appears in the data entry page.
SSR_PROJ_DATE	Oral Defense Date	If selected, this field appears in the data entry page.
COMMENTS	Comments	If selected, this field appears in the data entry page.

Consumption and Submission Date Optional Fields

Field	Description	Notes
Check box	Attachments Support	Enables the attachment functionality.
SSR_RS_BEGIN_DT	Begin Date	If selected, this field appears in the data entry page.
SSR_RS_LOAD	Consumption Load	If selected, this field appears in the data entry page.
SSR_RS_SUB_DT_MIN	Early Submission Date	If selected, this field appears in the data entry page.
SSR_RS_SUB_DT_MAX	Final Submission Date	If selected, this field appears in the data entry page.
COMMENTS	Comments	If selected, this field appears in the data entry page.

Assignments Optional Fields

Field	Description	Notes
Check box	Create a new Assignment Type	Select to allow any self-service-enabled assignment type to be used in creating a new assignment record. If not selected, the user will be prompted to select an existing assignment record to update.
Check box	Attachments Support	Enables the attachment functionality.
SSR_RS_EXP_COMP_DT	Expected Completion Date	If selected, this field appears in the data entry page.
SSR_RS_APPRVL_ID	Approver ID	If selected, this field appears in the data entry page.
SSR_RS_COMMITTEE	Advisory Committee	If selected, this field appears in the data entry page.
SSR_RS_APPRVL_DT	Approval Date	If selected, this field appears in the data entry page.
COMMENTS	Comments	If selected, this field appears in the data entry page.

Setting Up Candidate Center

Pages Used to Set Up Candidate Center

Setting Up the My Research Projects Region

Configuring a Status Detail Page