Configuring Profile Information for PeopleSoft Fluid User Interface

This section discusses how to set up profile pages for PeopleSoft Fluid User Interface.

Page Name

Definition Name

Navigation

Usage

Personal Details Configuration

SCC_PERSON_DTLS_FL

Set Up SACR > Common Definitions > Self Service > Campus Community > Personal Details Configuration

Define which details appear on the Personal Details and Biographic Details pages.

Country Exclusions

SCC_CNTRY_EXCL_FL

Set Up SACR > Common Definitions > Self Service > Campus Community > Country Exclusions

Define the exclusion of Country and State values from Address prompts.

National ID Type

NID_TYPE_TABLE

Set Up Common Objects > Foundation Tables > Personal > National ID Type

Set up the National ID Type.

Type Control

TYPE_CNTL_SETUP

Set Up SACR > Common Definitions > Self Service > Type Control

Define which records appear and whether users can update the records.

For more information, see Setting Up Type Control.

Org Defaults by Permission Lst

OPR_DEF_TBL_HR

Set Up Common Objects > Foundation Tables > Organization > Org Defaults by Permission Lst

Define defaults according to the user’s primary permission list. When a new address is added, Country is used as a default and when a new name is added, the Name format is used.

Maintain Text Catalog

HR_SSTEXT_TEXT

Set Up Common Objects > Common Definitions > Text Catalog and Notepad > Maintain Text Catalog

Set up associated messages for various fields in the Text Catalog.

FERPA Control

FERPA_CONTROL

Set Up SACR > Product Related > Campus Community > Establish People Processing > Setup > FERPA Control

Review or make additional directory data and other information available to FERPA privacy control.

Self Service Ethnicity Setup

SCC_SS_ETHSTUP_USA

Set Up SACR > Common Definitions > Self Service > Self Service Ethnicity Setup

Allow and configure entry of ethnicity data on self service pages including the Profile functional area.

Access the Personal Details Configuration page (Set Up SACR > Common Definitions > Self Service > Campus Community > Personal Details Configuration).

Use the toggle switch to select the fields to be displayed. The Empl ID always appears on the page. You can configure Gender as a read-only field on the Personal Details page; or as a read-only or updatable field on the Biographic Details page.

Field or Control

Definition

National ID Display Country and National ID Type

Select the Country and the National ID Type to be displayed on the Personal Details page. The National ID fields are not displayed on the Personal Details page if a National ID Type is not defined, or if the user does not have an ID of the type defined.

For more information, see:

Mask

Select the check box to mask the first five characters of the National ID on the Personal Details page. By default, the check box is cleared and is enabled only if National ID Type has a value.

See Applying Demographic Data Access Security.

Configuring Biographic Details

Configure fields to appear in up to 12 Biographic Regions on the Fluid Biographic Details page. By default, only one region appears on the page. Click the Plus button to add more regions, and the Minus button to remove a region.

Use the Fields grids to define and organize the fields to be displayed. The fields available for display are: Birth Gender, Gender Identity, Other Identity, Preferred Pronouns, Other Pronouns, Sexual Orientation, Other Orientation, Biographical Attribute 1 to 9, Gender, Marital Status, Military Status, and Religious Preference.

Image: Personal Details Configuration page

This section of the Personal Details Configuration page illustrates a Biographic Region with its Message Set and Message Number values. The field grid columns are Sequence, Label, Display Only, Blank Warning and Exclusions.

Personal Details Configuration page

A Biographic Region only appears on the Biographic Details page if at least one field is defined in it. If none of the regions have fields defined for them, the Biographic Details page is not displayed.

Define a Message Set, Message Number and Message Text field for each region.

Field or Control

Definition

Message Set

Define the Message Set number for the field label. This is a required setting if at least one field is defined in the grid.

Message Number

Define the Message Number for the field label. This field is only enabled if the Message Set field is defined.

Message Text

View the message text for the region label that appears on the Biographic Details page; for example, Gender Expression. Two sample messages are provided: 14060, 337 Gender Expression and 14060, 338 Demographic Information.

Add Field

Select the button to add new fields. The button appears only if there are fields available for selection in the particular region (a field cannot be used in more than one region).

Field or Control

Definition

Sequence

Assign a unique two–digit number that controls the display of the field. This is a required value.

Label

View the message text from the message catalog entry defined for the field. The maximum text limit is 100 characters but we recommend that you use 30 characters to avoid word truncation in the display.

Display Only

Select the check box to make the field read-only on the Biographic Details page. If the Display Only, check box is selected, the Blank Warning check box is cleared.

Blank Warning

Select the check box to determine whether a warning is displayed on the Biographic Details page if a field value is blank. You can select the check box only if the Display Only option is not selected.

Exclusions

Indicate whether exclusions have been defined for the field- where a value is not available for selection by students on the Biographic Details page. This allows values that are valid for use on the Personal page for administrative users, for example Unknown, to be excluded from the list of values available on the self-service page. A check mark indicates exclusions.

Editing a Field Setting

Select any row in the grid to edit a field setting. You can edit the Message Set, Message Number and Sequence values. You can also change the setting of the Display Only and Blank Warning check boxes, which are by default, not selected. You can save changes or delete the field from the grid.

Click the Add Exclusions button to add exclusions for a field—translate values to be excluded from the list of available values for selection on the Biographic Details page. The Add Exclusion button does not appear if there are no active translate values associated with the field. If exclusions have been added for a field, they appear in a grid and you can click the plus button to add another exclusion. You can also delete exclusions using the minus button.

Note: : If the Other text field is included with the coded field, for example, both Gender Identity and Other Identity are included; then both should be included in the same region and the sequence values should be defined so that the fields appear together on the Biographic Details page. Ensure that the Display Only value is the same for both fields for consistent display.

You can configure Campus Community installation values for biographic fields for use on the Personal administration page. For more information, including details on setting up translate values and the setup required to use Biographic Attribute fields, see Reviewing or Defining Campus Community Installation Settings.

See Also

Access the Country Exclusions page (Set Up SACR > Common Definitions > Self Service > Campus Community > Country Exclusions).

Use this page to exclude any country or state value from Address prompts. The Country Exclusions grid is prepopulated with Netherlands Antilles (ANT) and Yugoslavia (YUG), with the Address Exclusion check box selected.

Image: Country Exclusions page- Lookup

This example illustrates the fields and controls on the Country Exclusions page- Lookup feature.

Country Exclusions page

You can add or delete a row from the grid using the plus and minus icons. When adding a country or state, you can use the Lookup page to search for the value to add. The Country Lookup prompt displays all records in the Country Table minus any Country values already defined in the Country Exclusions grid. Similarly, the State Lookup excludes any values set up in State Exclusions with Exclude from Addresses selected.

Note: In the State Lookup, existing filters for USA and CAN also apply. For USA, records without a numeric code are excluded; with the exceptions of AA, AE, AP, AS, GU, MP, PR, and VI. For CAN, records without a numeric code are excluded. Since these values are already excluded from the State Lookup prompt, you do not need to specifically set them up as exclusions.

Access the Type Control page (Set Up SACR > Common Definitions > Self Service > Type Control).

Use this page to set up the Name, Address, Phone, and Email types that users can view, modify, or delete.

Note: Address types not defined as Do Not Display appear in a separate grid on the Addresses page.

See Also

Access the Maintain Text Catalog page (Set Up Common Objects > Common Definitions > Text Catalog and Notepad > Maintain Text Catalog). Use Text ID ETHN to create descriptions for the Ethnicity Information icons.

See Defining Text Catalogs for Text Catalog setup details.

Text catalogs are delivered blank. If the message text is not defined, the information icon does not appear on the Profile page. You can define text for the Ethnic Background page based on whether or not the page can be updated. If the page is display-only (based on Self Service Ethnicity Setup), you can provide a hyperlink to contact the appropriate person/office.

See Setting Up Self-Service Ethnicity Reporting for details.

Access the FERPA Control page (Set Up SACR > Product Related > Campus Community > Establish People Processing > Setup > FERPA Control) to organize the Fluid Privacy Restrictions page. Use Text ID FERPA to create descriptions for the Privacy Restrictions Information icons.

See Making Data Available for FERPA Privacy Control for details.

On the Privacy Restrictions page, you can configure the personal information to be restricted. You can create exceptions to the configured restrictions for Names, Addresses, Phones and Biographic Fields. See Configuring Biographic Details for more information.

Access the Maintain Text Catalog page (Set Up Common Objects > Common Definitions > Text Catalog and Notepad > Maintain Text Catalog).

If you set up associated messages for a field in the Text Catalog, an Information icon appears beside the field. A user can select the icon to read relevant information. You can define Text catalog messages for the following fields in the Profile page:

Note: Text Catalog messages are associated with different Text IDs within the PRFL Sub ID: Ethnicity text catalog messages under ETHN, Privacy Restrictions under FERPA and the other catalog messages under MAIN. The Text ID TASKS, contains catalog messages for the Tasks pages.

Page Name

Component Name

Panel Name

Field Name

Personal Details

Names

SCC_PERSON_DTLS_FL

SCC_PERS_DTLS_FL

SCC_PRFL_HLPIMG1

SCC_PRFL_HLPIMG2

View Name

SCC_PERSON_DTLS

SCC_NAMES_SCF

Contact Details

Email

Phone

SCC_CONTCT_DTLS_FL

SCC_CONTACT_DTL_FL

SCC_PRFL_HLPIMG1

SCC_PRFL_HLPIMG2

SCC_PRFL_HLPIMG3

Addresses

SCC_ADDR_DTLS_F

SCC_ADDRESS_DTL_FL

SCC_PRFL_HLPIMG1

Add Address

SCC_ADDR_DTLS_F

SCC_ADDRESS_SCF

SCC_PRFL_HLPIMG2

Emergency Contacts

SCC_EMERG_CNTCT_FL

SCC_EMERG_CNTCT_FL

SCC_PRFL_HLPIMG1

Ethnicity

IPEDS Ethnicity

IPEDS First Question

IPEDS Second Question

Ethnic Background

SCC_ETHNIC_US_FL

SCC_ETHNIC_US_FL

SCC_PRFL_HLPIMG1

SCC_PRFL_HLPIMG2

SCC_PRFL_HLPIMG3

SCC_PRFL_HLPIMG4

Privacy Restrictions

Exceptions

SCC_FERPA_RES_FL

SCC_FERPA_RES_FL

SCC_PRFL_HLPIMG1

SCC_PRFL_HLPIMG2

Biographical Details

Gender

Birth Gender

Gender Identity

Other Identity

Sexual Orientation

Other Orientation

Preferred Pronouns

Other Pronouns

Marital Status

Status Date

Military Status

Religious Preference

Attribute 1 to Attribute 9

SCC_PERSON_DTLS_FL

SCC_BIOG_DTLS_FL

SCC_PRFL_HLPIMG3

SCC_PRFL_HLPIMG5 (GE)

SCC_PRFL_HLPIMG5 (BG)

SCC_PRFL_HLPIMG5 (GI)

SCC_PRFL_HLPIMG6 (GJ)

SCC_PRFL_HLPIMG5 (SO)

SCC_PRFL_HLPIMG6 (SP)

SCC_PRFL_HLPIMG5 (PP)

SCC_PRFL_HLPIMG6 (PQ)

SCC_PRFL_HLPIMG5 (MA)

SCC_PRFL_HLPIMG4

SCC_PRFL_HLPIMG5 (MS)

SCC_PRFL_HLPIMG5 (RP)

SCC_PRFL_HLPIMG5 (XA to XI)

To Do List

SCC_TASKS_TODOS_FL

SCC_TODO_LIST_FL

SCC_PRFL_HLPIMG1

Holds

SCC_TASK_HOLDS_FL

SCC_HOLDS_LIST_FL

SCC_PRFL_HLPIMG1

Completed Agreements

SCC_TM_VW_AGREE_FL

SCC_TM_VW_AGREE_FL

SCC_PRFL_HLPIMG1

For more information, see Create Text Message Category Functions.