Preface

This is the chapter you’re reading now. It explains:

• How to use the Application Fundamentals book.

• How PeopleBooks are structured.

• Common elements used in the PeopleBook, if necessary.

Getting Started With…

This chapter discusses product implementation guidelines. It explains:

• The business processes documented within the book.

• Integrations between the product and other products.

• A high-level documentation to how our documentation maps to the overall implementation process; it doesn’t offer step-by-step guidance on how to perform an actual implementation.

Navigation

(Optional) Some PeopleSoft applications provide modified navigation pages that contain groupings of folders that support a specific business process, task, or user role. When an application contains modified navigation pages, this chapter provides basic navigation information for these pages.

Note. Not all applications have delivered modified navigation pages.

Understanding…

(Optional) This is an introductory chapter that broadly explains the product and the functionality within the product.

Setup and Implementation

This can be one or more chapters. These chapters contain documentation to assist you in setting up and implementing the product. For example, if functionality X is part of a product, this chapter would be devoted to explaining how to set up functionality X, not necessarily how to use functionality X. You would look to the corresponding business process chapter to learn how to use the functionality.

Note. There may be times when a small amount of business process information is included in a setup chapter if the amount of business process documentation was insufficient to create a separate section in the book.

Business Process

This can be one or more chapters. These chapters contain documentation that addresses specific business processes with each chapter generally devoted to a specific functional area. For example, if functionality X is part of a product, this chapter would be devoted to explain how the functionality works, not necessarily how to set up functionality X. You would look to the corresponding setup and implementation chapter to learn how to set up the functionality.

Note. There may be times when a small amount of setup and implementation information is included in a business process chapter if the amount of setup and implementation documentation was insufficient to create a separate chapter in the book.

Appendixes

(Optional) If the book requires it, one or more appendixes might be included in the book. Appendixes contain information considered supplemental to the primary documentation.

Delivered Workflow Appendix

(Optional) The delivered workflow appendix describes all of the workflows that are delivered for the application.

Note. Not all applications have delivered workflows.

Reports Appendix

(Optional) This appendix contains an abbreviated list of all of the product’s reports. The detailed documentation on the use of these reports is usually included in the related business process chapter.

Academic Career

Designates all course work undertaken by a student at your academic institution that you group together in a single student record. For example, a university that has an undergraduate school, a graduate school, and several professional schools can define an undergraduate career, graduate career, and a separate career for each professional school.

Academic Institution

A separate entity, such as a university or college, that runs independently from other like entities and has its own set of rules and business processes. Throughout your student administration system you will use Academic Institution as a key value to group data into tables and search against those tables to extract data.

Academic Plan

An area or areas of study that a student declares once she is admitted to an academic program. Academic Plans are linked to Academic Career or Academic Programs.

Academic Program

The entity to which a student applies, is admitted, and ultimately graduates. Rules such as academic standing, honors/awards, and repeats are attached at the academic program level.

Academic Sub-plan

Academic sub-plans can be defined as minors, concentrations, or specializations. They are directly linked to an academic plan.

Academic Year

The period of time you define as one school year.

Aid Year

Used in Financial Aid to designate a year of accounting for financial aid awarding.

Career

See Academic Career.

Institution

See Academic Institution.

Item Type

Identifier that classifies an item on a customer's account. Item types enable schools to uniquely categorize a customer's bill.