Setting Up Service Indicator Codes and Reasons

Default Reason

Displays the default reason associated with the service indicator.

Set No Default

Select this check box to prevent the system from displaying default values in the Service Indicator Reason Code and Department fields on the Service Indicators page.

Person and Organization

Specify the type of IDs to which this service indicator can be assigned.

Select the Person check box to allow assignment to individuals.

Select the Organization check box to allow assignment to organizations.

Select both check boxes to allow assignment to both individuals and organizations.

Display Deceased Label

Select this check box to display the word DECEASED at the top of pages about individuals to whom the indicator is assigned in the future.

Positive Service Indicator

Select this check box to indicate that the service indicator identifies a privilege or service to be provided.

For example, if you define a positive service indicator of Conference Guest and associate the service impact of Front of Line, then any person assigned the Conference Guest service indicator should receive front-of-line service at your institution.

Display in Self-Service

If your institution has licensed PeopleSoft Campus Self Service, you can select this check box to cause the service indicator to appear on self-service pages.

Default Start Term (0000)

Select this check box to set the Start Term to 0000 (Begin Service Indicator Term) when this service indicator is assigned.

Default Start Date

Select this check box to set the Start Date to <today's date> (current system date) when this service indicator is assigned.

Service Impact

Enter the service that is either restricted or provided by this service indicator.

Term Category

Select the single term category for which the service impact is valid.

If you do not specify a term category, the service impact should be considered valid for all terms defined for the service indicator with which it is associated.

Values for this field are delivered with your system as translate values. You can modify these translate values.

See Assigning a Service Indicator to an ID.

Description

Enter comments to further describe or identify the service impact as it relates to this service indicator.

Positive Service Indicator

If the service indicator identifies a privilege or service to be provided (as opposed to denied or restricted), the system displays this check box as selected.

Reason Code

Enter a code for the service indicator reason that you are creating.

Set As Default

Select this check box to associate this reason with the service indicator. You can select only one default reason for each service indicator.

When you save the page, the system displays this reason next to the Default Reason field label on the Service Indicators Codes page. When you assign the service indicator on the Service Indicator Data 1 page, the system displays this reason as the default reason unless the Set No Default check box next to the Default Reason field on the Service Indicators Codes page is selected. In this case, no default reason appears.

Secure Display by Role

Click to access the Service Indicator Display page, where you can select roles to permit only users with those roles to view the assigned service indicator. Users without one of the specified roles are not able to view the assigned service indicator whether accessing the page through the icon or through the administrative menus.

Department

Enter the department at your institution that is responsible for this service indicator.

Reference

Select the type of entity that identified the need for this service indicator. Values are Department, Department and Instructor, and Department Bill # and Instructions.

Values for this field are delivered with your system as translate values. You can modify these translate values.

Position Number

Enter the ID of the person or office that identified the need for this service impact.

Long Description

Enter comments or instructions to further describe or define this service indicator reason, or to identify what an individual must do to qualify for the removal of a negative service indicator.

Updated for the PeopleSoft Fluid User Interface, you can format text and include external URLs or email links in this field. The text that you enter here appears as instructions for this hold on the Hold Details page in PeopleSoft Campus Self Service. The formatting is not applicable to the Classic interface pages.

Fluid Field Display

Used for the PeopleSoft Fluid User Interface only.

Use the check boxes to define which optional fields are displayed on the Hold Details modal page from the Add/Edit Service Indicators. By default, the check boxes are not selected for new records.

The Service Indicator Description, Reason Description and Reason Long Description are always displayed. If there is more than one active institution, the institution is displayed.

Contact Name —if selected, the name of the person defined as the Contact ID in Add/Edit Service Indicator is displayed. If defined, the preferred name is displayed, otherwise the primary name is displayed. If a Contact Person rather than a Contact ID is defined, then that name is displayed. If neither Contact ID nor Contact Person are defined, the field is not displayed.

Contact Email —if selected, the preferred email of the person defined as the Contact ID in Add/Edit Service Indicator is displayed. If a Contact ID is not defined or if a preferred email is not defined for the Contact ID, the field is not displayed.

If a display check box is selected but a value does not exist for the particular field in the service indicator record, then the field is not displayed on the Hold Details page. If a Start Term value is 0000, the field is not displayed.

Action Button Label

Set up an optional button in the Hold Details modal page to navigate to another Fluid self-service page. If configured, also define the target Fluid page in the Menu, Component and Page fields.

For the Action Button to be displayed on mobile devices without the need for horizontal scrolling, ensure that the label value has a maximum of 30 characters.