Mass Assigning or Mass Releasing Service Indicators

This section discusses how to:

  • Mass assign service indicators.

  • Mass release service indicators.

Page Name

Definition Name

Navigation

Usage

Mass Assign

SCC_SRVC_IND

  • Campus Community > Service Indicators > Person > Mass Assign

  • Contributor Relations > Constituent Information > People > Service Indicators > Mass Assign

Assign a specific service indicator to several or many person IDs at the same time.

Mass Assign Org

SCC_SRVC_ORG

  • Campus Community > Service Indicators > Organization > Mass Assign Org

  • Contributor Relations > Constituent Information > Organizations > Service Indicators > Mass Assign Org

Assign a specific service indicator to several or many organization IDs at the same time.

Mass Release

SCC_SI_RELEASE

  • Campus Community > Service Indicators > Person > Mass Release

  • Contributor Relations > Constituent Information > People > Service Indicators > Mass Release

Release a specific service indicator from several or many person IDs at the same time.

Mass Release Org

SCC_SI_RELS_ORG

  • Campus Community > Service Indicators > Organization > Mass Release

  • Contributor Relations > Constituent Information > Organizations > Service Indicators > Mass Release Org

Release a specific service indicator from several or many organization IDs at the same time.

For individuals, access the Mass Assign page (Campus Community > Service Indicators > Person > Mass Assign).

This example illustrates the fields and controls on the Mass Assign page. You can find definitions for the fields and controls later on this page.

 Mass Assign page

For organizations, access the Mass Assign Org page (Campus Community > Service Indicators > Organization > Mass Assign Org).

Select the tool that you want to use to assign the service indicator. Values are Equation Engine, External File, or PS Query.

Enter data to identify the service indicator to assign, just as you would on the Add Service Indicator page or the Add Service Indicator Org page.

When the Assign Service Indicators process runs (either SCC_SI_ASSN for individuals or SCC_ORG_ASSN for organizations), it assigns the specified service indicator to each ID in the selected population.

For individuals, access the Mass Release page (Campus Community > Service Indicators > Person > Mass Release).

This example illustrates the fields and controls on the Mass Release page. You can find definitions for the fields and controls later on this page.

 Mass Release page

For organizations, access the Mass Release Org page (Campus Community > Service Indicators > Organization > Mass Release).

Select the tool that you want to use to identify the population from which to release the service indicator . Values are Equation Engine, External File, or PS Query.

Enter or edit data to identify the service indicator to release, just as you would on the Edit Service Indicator page.

When the Service Indicator Release process runs (either SCC_SI_RELS for individuals or SCC_ORG_RELS for organizations), it will stop the service indicator from further validity for each ID in the selected population, and it will release the indicator from each ID record in the selected population. However, the service indicator assignment and release will remain part of the service indicator audit history.