Setting Up Service Indicators

This section provides an overview of setting up service indicators and discusses how to:

Set up service impacts.
Set up service indicator codes and reasons.

See Also

Managing Service Indicators

Understanding Service Indicator Setup

Service indicators consist of service impacts and service indicator reasons that make each service indicator unique.

Setting up service indicators consists of these steps:

Define service impact values on the Service Table page.
Define service indicator codes (including attaching service impact values to each service indicator) on the Service Indicator Codes page.
Define service indicator reason codes for each service indicator on the Service Indicator Reasons page.

See Also

Using Student Records Service Impacts

Setting Up Service Impacts

To set up service impacts, use the Service Table component (SERVICE_TABLE).

This section discusses how to define service impact codes.

Page Used to Set Up Service Impacts

Page Name	Object Name	Navigation	Usage
Service Table	SRVC_IMPACT_TABLE	Set Up SACR, Common Definitions, Service Indicators, Service Table	Define service impact codes to attach to service indicators.

Defining Service Impact Codes

Access the Service Table page.

To use the PeopleSoft delivered service-impact-related services (such as blocking enrollment), you must set up but never modify the following service impact codes for every institution in your system:

AENR
CENR
ENVER
IENR

These service impacts each have a unique usage within the system.

See Using Student Records Service Impacts.

Service Details

Positive Service Impact

Select this check box to indicate that the impact provides a service (as opposed to denying or restricting one).

System Function

Select this check box to identify the service impact as one called by PeopleSoft program logic. For example, you must define the CENR service impact and select this check box for it, for each institution in your system because it is used by enrollment process logic.

See Using Student Records Service Impacts.

Setting Up Service Indicator Codes and Reasons

To set up service indicator codes and reasons, use the Service Indicator Table component (SERVICE_IND_CD_TBL).

This section discusses how to create service indicator codes and reasons.

Page Used to Set Up Service Indicator Codes and Reasons

Page Name	Object Name	Navigation	Usage
Service Indicator Codes	SRVC_IND_CD_TABLE	Set Up SACR, Common Definitions, Service Indicators, Service Indicator Table	Create service indicator codes for positive and negative service indicators.
Service Indicator Reasons	SRVC_IND_RSN_TABLE	Set Up SACR, Common Definitions, Service Indicators, Service Indicator Table, Service Indicator Reasons	Define and associate reasons for a service indicator.

Creating Service Indicator Codes

Access the Service Indicator Codes page.

Service Indicator Details

Default Reason

Displays the default reason associated with the service indicator.

Note. The system cannot display the default reason until the reason is defined and associated with the service indicator on the Service Indicator Reasons page.

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.

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.

Deceased Indicator

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.

Warning! Select the Display Deceased Label check box only when creating a death service indicator. Selecting this for any other service indicator could cause the system to apply the deceased label to individuals who are not deceased. If this happens, substantial manual effort might be required to remove the deceased designation from each individual's record.

Service Indicator Impact

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 becomes valid for all terms.

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

Description

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

Defining and Associating Service Indicator Reasons

Access the Service Indicator Reasons page.

Positive Service Indicator

When selected, indicates that the service indicator identifies a privilege or service to be provided (as opposed to denied or restricted).

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 beside 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 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 which case, no default reason appears).

Multiples

Select this check box to permit the assignment of multiples of this service indicator to the same student.

For example, if a student has many overdue library fines, selecting this option allows the service indicator to be entered for each fine.

Department

Enter the department at your institution, from the Department Table page, that is responsible for this service indicator.

Reference

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

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.

Instructions

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.

The text that you enter here appears as the instructions for this hold on the Holds page in PeopleSoft Enterprise Campus Self Service.

Positive Service Indicator	When selected, indicates that the service indicator identifies a privilege or service to be provided (as opposed to denied or restricted).
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 beside 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 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 which case, no default reason appears).
Multiples	Select this check box to permit the assignment of multiples of this service indicator to the same student. For example, if a student has many overdue library fines, selecting this option allows the service indicator to be entered for each fine.
Department	Enter the department at your institution, from the Department Table page, that is responsible for this service indicator.
Reference	Select the type of entity (Department, Department and Instructor, or Department Bill # and Instructions) that identified the need for this service indicator. 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.
Instructions	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. The text that you enter here appears as the instructions for this hold on the Holds page in PeopleSoft Enterprise Campus Self Service.