Managing Service Indicators

This chapter provides an overview of service indicators and discusses how to:

Assign or remove service indicators.
Review service indicators.

Understanding Service Indicators

Use service indicators to provide or limit access to services at your institution for an individual. Service indicators can be holds to prevent an individual from receiving certain services or positive indicators to designate special services to be provided. Service indicators consist of one or more impact values that identify the types of specific services that are restricted or provided.

Examples of negative service indicators include no check cashing privileges, enrollment verification or transcript holds, and denied registration for classes. Positive service indicators might include check-cashing privileges, front-of-line service, use of the gym, and special services for disabled students.

For example, you might define a positive service impact to permit some students to receive their student identification cards a few days earlier than the rest of the student body. You might define another service impact that is negative, that prevents certain students from receiving their student identification cards at all (for example, until the student submits a past-due enrollment deposit).

After you define service impacts, you can group them to define service indicators and create service indicator codes. Next, you identify reasons for applying service indicators and create codes for those reasons. When you create service indicators and reason codes, administrative users with the appropriate security can assign service indicators to individuals. They can also remove an active service indicator from an individual's record when that service or restriction no longer applies. Automated processes can also be used to assign or remove negative service indicators.

When a service indicator is assigned to an individual, the corresponding negative or positive service indicator button appears on most pages about that individual. One button can represent one or several service indicators. Click the buttons on any of those pages to navigate to the appropriate details page on which you can determine how many and which restrictions apply.

Note. Future-dated service indicators prevent service indicator buttons from appearing until their specified effective dates.

(negative service indicator)

Appears on a page when a negative service indicator is assigned to and currently effective for the individual.

Click to access the Negative Service Indicators page, on which you can view details about the service restrictions associated with each negative service indicator for the individual.

(positive service indicator)

Appears on a page when a positive service indicator is assigned to and currently effective for the individual.

Click to access the Positive Service Indicators page, on which you can view details about the service privileges associated with each positive service indicator for the individual.

You can review active service indicators in several ways. You can click the service indicator buttons to review an individual's service indicators as described. You can also select the service indicators whose details you want to review for an individual or you can view a summary of all the service indicators currently assigned to an individual.

If you have licensed PeopleSoft Campus Self Service, students can also view their own active negative service indicator information on the self-service Holds page.

The system maintains an audit history that indicates who applied which service indictors to which individuals, including add, change, and delete history. Use the Service Indicator Audits page to view a history of the service indicators that a person has assigned to records in your system.

Assigning or Removing Service Indicators

This section discusses how to assign or remove a service indicator.

Page Used to Assign or Remove Service Indicators

Page Name	Object Name	Navigation	Usage
Service Indicator Data	SRVC_IND_DATA1	Campus Community, Service Indicators, Service Indicator Data Contributor Relations, Constituent Information, People, Service Indicators, Service Indicator Data	Assign or remove a service indicator.

Assigning or Removing a Service Indicator

Access the Service Indicator Data page.

Service Indicator Data

DateTime	The system displays the current day and time to indicate when the service indicator was assigned.
Institution	Enter the code for the institution that is responsible for this service indicator.
Service Ind Active Term (service indicator active term)	Enter the single term for which this service indicator is valid. Note. The Service Indicator Active Term field value is filtered by the Term Category field on the Service Indicator Codes page. If no term category is entered on the Service Indicator Codes page, the system displays the default value of 0000, which makes the service indicator valid for all terms.
Active Date	Enter the date on which the service indicator becomes active for this individual.
Service Indicator Code	Enter the code for the service indicator to assign to the individual.
Service Ind Reason Code (service indicator reason code)	Enter the reason why you are assigning this service indicator to the individual. Note. Only the reason codes that are associated with the specific service indicator on the Service Indicator Codes page are available.
Amount	Enter the monetary amount, if any, that is required to satisfy the reason for this service indicator.
Currency	Specify the currency in which the monetary amount is expressed.
Contact ID andContact Person	Enter the ID and name of the person to contact with questions about this service indicator.
Placed Person ID (and) Placed By	The system displays the current user ID and name to indicate the person who placed the service indicator on the individual's record. You can override this. For example, you might want to enter the ID and name of the person who requested that the service indicator be placed on the record.
Department	Enter the department that is responsible for placing the service indicator (or that requested it be placed) on this individual's record.
Comments	Enter comments to further describe or identify the service indicator reason.
Placed Method	If an automated process assigned this service indicator, automated appears. If you assigned the service indicator manually, manual appears.
Placed Process	The system displays the name of the automated process that placed this service indicator on the individual's record.
Release Proc (release process)	The system displays the name of the automated process that can release or remove this service indicator from the individual's record.
User ID and Name	The system displays the ID of the user who is entering or changing information on this page.

Reviewing Service Indicators

This section discusses how to:

Review an individual's positive service indicators.
Review an individual's negative service indicators.
Review an individual's active service indicators.
Audit an individual's service indicator history.

Pages Used to Review Service Indicators

Page Name	Object Name	Navigation	Usage
Positive Service Indicators	SRVC_IND_SP	Click the positive service indicator button on any page about that individual.	Review an individual's positive service indicators for an individual.
Negative Service Indicators	SRVC_IND_SP	Click the negative service indicator button on any page about that individual.	Review an individual's negative service indicators.
Service Indicator Detail	SRVC_IND_SP3	Click the Detail link on the Negative Service Indicators page or the Positive Service Indicators page.	Review the details of an individual's service indicators, including the associated service impacts.
Service Indicator Detail	SRVC_IND_DETAIL	Campus Community, Service Indicators, Active Service Indicators, Service Indicator Detail Click the Details link on the Positive Service Indicators or Negative Service Indicators page for an individual. Contributor Relations, Constituent Information, People, Service Indicators, Active Service Indicators, Service Indicator Detail	View the details of each active service indicator that is currently assigned to an individual.
Service Indicator Summary	SRVC_IND_SUMRY	Campus Community, Service Indicators, Active Service Indicators, Service Indicator Summary Click the Details link on the Positive Service Indicators or Negative Service Indicators page for an individual, and then select the Service Indicator Summary tab. Contributor Relations, Constituent Information, People, Service Indicators, Active Service Indicators, Service Indicator Detail	View a summary of service indicators that are currently assigned to an individual.
Service Indicator Audits	SRVC_AUDIT_DATA	Campus Community, Service Indicators, Service Indicator Audits Contributor Relations, Constituent Information, People, Service Indicators, Service Indicator Audits	View a history of service indicators that are assigned by an individual.

Reviewing an Individual's Positive Service Indicators

Access the Positive Service Indicators page.

Service indicators are assigned to an individual on the Service Indicators page.

Detail

Click this link to access the Service Indicator Detail page, on which you can view details about service indicators and their effects.

Reviewing an Individual's Negative Service Indicators

Access the Negative Service Indicators page.

Service indicators are assigned to an individual on the Service Indicators page.

Detail

Click this link to access the Service Indicator Detail page, on which you can view details about service indicators and their impacts.

Reviewing an Individual's Active Service Indicators

Access either the Service Indicator Detail page or the Service Indicator Summary page.

Service indicators are assigned to an individual on the Service Indicators page.

All Service Indicators, Positive Service Indicators, or Negative Service Indicators

Select the type of service indicators to review.

Auditing an Individual's Service Indicator History

Access the Service Indicator Audits page.

Active and nonactive service indicators are included in the audit history. Service indicators are assigned to an individual on the Service Indicators page.