This chapter discusses how to:
Define organization groups and contacts.
Create or load external organization codes.
Set up external subject categories and term sessions.
Set up external education comments.
Set up organization types.
Set up NAICS codes.
See Also
Adding Organizations to Your Database
Loading External Organization Data
To define organization groups and contacts, use the Organization Group Table component (ORG_GRP_CD_TABLE) and the Contact Type Table component (ORG_CNTCT_TYPE_TBL).
This section provides an overview of group types and discusses how to:
Define organization group types.
Define contact types.
Group types and codes within each group type enable you to group similar organizations at a high level and further define them into specific categories. For example, in admissions, you can group organizations according to their academic quality by setting up a high-level group type of Academic Quality. Within that group type, you can further identify each organization in the group by assigning group codes of Below Average, Average, and Highly Competitive. Some organization group types are predefined when your system is shipped. Review these to be sure they meet your institution's needs; create others if necessary.
You can also set up the types of contact persons typically available to your institution. Contact types help you to identify the role of the contact person at each organization in your database. For example, you might indicate that the contact for Cottonwood High School is Mr. Raymond Scott, but you probably also want to specify whether he is a teacher, guidance counselor, or the principal.
Although these examples relate to schools, you can also use group types, group codes, and contact types to organize all types of organizations in your system.
Page Name |
Object Name |
Navigation |
Usage |
ORG_GROUP_TABLE |
Campus Community, Organization, Define Organization Data, Organization Group Table |
Define organization group types and associate them with group codes. |
|
ORG_CNTC_TYP_TABLE |
|
Define the type of contacts that your institution might have with the organizations. |
Access the Organization Group Table page.
Enter information to define the organization group that you want to create.
Access the Contact Type Table page.
Enter information to define the organization contact type that you want to create.
To create or load external organization codes, use the External Organization Code Type Table component (EXTORGCDTYPE_TABLE).
This section provides an overview of external organization codes and discusses how to load or define external codes for organization types.
Load or set up external agency codes to make them available to associate with organizations. For example, if your institution loads Enrollment Planning Service (EPS) market codes, the load process enters each code on the External Organization Code Type table. Those codes are then available for you to assign to organizations on the Organization External Codes page.
See Also
Loading and Assigning EPS Market Codes
Page Name |
Object Name |
Navigation |
Usage |
EXTORGCDTYPE_TABLE |
Campus Community, Organization, Define Organization Data, Ext Org Code Type Table |
Load or define external codes for organization types. |
Access the External Organization Code Type page.
Code Type Option
EPS |
Select to indicate that this code is an EPS market code. |
None |
Select to indicate that this code is not an EPS market code. |
To set up external subject categories and term sessions, use the External Subject Table component (EXT_SUBJECT_TBL) and the External Term component (EXTERNAL_TRM_TABLE).
This section provides an overview of external subjects, terms, and categories, and discusses how to:
Define external subject categories.
Define external term sessions.
External subjects are general subject areas that you define for the purpose of categorizing external courses.
Set up external subject categories to broadly identify the subjects offered at external institutions. Use those categories to identify which institutions offer courses in those subjects. For example, perhaps one of the entrance requirements at your institution is four years of high school English. Various high schools offer classes titled 17th Century English Literature, Mystery Writers of America, and A Journey through Time with Shakespeare. When these classes appear on a student's transcript they do not readily translate as English courses. If you create a broad external subject of English, you can assign these courses to it to help track your institution's English requirements. Use the School Course Classification page to record the specific course offerings for each subject area.
When you track information regarding external institutions for a prospect, applicant, or student, you should know the specific term to which that information is related. For example, when you enter external transcript or external transfer credit information, you should record the term to which the transcript information pertains. Because external institutions use various term structures, possible terms should be available to help identify that particular organization's term structure. Some external terms are redefined translate values. Review these values to verify whether they meet your institution's needs and create others if necessary. You can also set up how you want the system to convert external term sessions to your term structure.
See Also
Page Name |
Object Name |
Navigation |
Usage |
EXT_SUBJECT_TBL |
|
Define broad categories of the subjects offered at external organizations. |
|
EXTERNAL_TRM_TABLE |
|
Define or review possible external terms sessions for external organizations. |
Access the External Subject Table page.
Academic Interest |
Select this check box to permit this code to be used as both an academic interest code and an external subject code. Academic interests are external subject areas in which a prospect or applicant has expressed interest that might not be offered by your program. If you want to record those interests for recruiting and analysis purposes, define them here. When you enter external subjects for a prospect or applicant on the Education page, all codes defined in this table are available. When you enter academic interests for a prospect or applicant on the Academic Interests page, only the codes that are defined as academic interests on this page are available. |
See Also
Tracking Supporting Prospect and Applicant Information
Access the External Term Table page.
Additional Information
Begin Month |
Enter the month in which the external term begins. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values could require substantial programming effort. |
Term Unit Type |
Select the type of internal term unit that most closely correlates to this external term type. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Unit Type |
Select the credit or term type that further describes the correlation of this external term to your institution's term unit type. PeopleSoft Recruiting and Admissions uses this field for information only. For example, they might want to describe the external term as having a Quarter term unit type with a unit type value of No Credit. Values for this field are delivered with your system as translate values. You can modify these translate values. |
Internal Term Type Conversion
Term Unit Type |
Enter the external term unit type that you want the system to convert to an equivalent of the internal term unit. |
Term Type Multiple |
Enter the factor by which the system should multiply the external term unit type to convert it to an equivalent of the specified internal term unit type. For example, the external term unit type of Quarter multiplied by a term type multiple of 1.33 might be the equivalent of your internal Semester term unit type. The system provides this conversion when calculating transfer credit for a manually assigned equivalent course. |
See Also
To define default comments for external education data, use the External Education Comments component (SAD_EXT_COM_TBL).
Default comments that are defined on the External Education Comments page can be entered in the Education component, at the transcript level, career level, or for a specific course.
This section discusses how to define default comments.
Page Name |
Object Name |
Navigation |
Usage |
SAD_EXT_COM_TBL |
Setup SACR, Common Definitions, External Education, External Education Comments |
Define default comments for external education data. |
Access the External Education Comments page.
Default Comment Code |
Enter a code for the default comment. |
Description |
Enter a description of the comment code. |
Short Description |
Enter an abbreviated description of the comment code. |
Comment |
Enter the default text for the comment. |
Transcript Comment and Course Comment |
Select to indicate that the default comment relates to a transcript or to a specific course. |
External Career |
Enter the external career to which the comment relates. |
To define an organization type, use the External Organization Type Table component (SCC_ORG_TYP_TB).
The External Organization Type Table page defines the business structure of an organization used by an institution such as Business, Non-Profit, School, Foundation, Knowledge or Other. It also sets up the dynamic links to the various pages that a user would complete for data entry for the organization type.
This section discusses how to define the organization type.
Page Name |
Object Name |
Navigation |
Usage |
SCC_ORG_TYP_TBL |
Setup SACR, Product Related, Campus Community, Organization Processing, External Organization Type |
Define the organization type. |
Access the External Organization Type Table page.
Contact
Status |
Displays Active to indicate that a particular organization type is available. If your institution determined not to use the organization type Inactive displays. |
Description |
Enter a description of the organization type. |
Short Description |
Enter an abbreviated description of the organization type. |
Type Navigation List
Sequence |
Displays 10. This number can increase in increments of 10. This specifies the position of the specified link as it appears on the EXT_ORG_TABLE page (the main page used for creating/maintaining external organizations). If an external organization type needs for you to complete multiple pages to specify all the information about a specific organization type, multiple dynamic links can be displayed to specify the pages necessary to complete the information. Therefore multiple sequence numbers are used to determine how the links appear. |
Link |
Enter the name of the link. This link appears in theOrganization Type Related group box on the Organization Table page. |
Menu Name |
Enter the name of the menu name. |
Menu Bar Name |
Enter the name of the menu bar. |
Item Name |
Enter the item name. |
Page Name |
Enter the page name. |
To define NAICS codes, use the NAICS Codes component (SCC_NAICS_TBL).
The North American Industry Classification System (NAICS) replaced the U.S. Standard Industrial Classification (SIC) system in 1997 and was revised in 2001 and again in 2002. It was developed jointly by the U.S., Canada, and Mexico to compare business activity statistics across North America. This North American code indicates the type of business that the external organization conducts such as manufacturing, staffing, education
This section discusses how to define the NAICS codes.
Page Name |
Object Name |
Navigation |
Usage |
SCC_NAICS_TBL |
Setup SACR, Product Related, Campus Community, Organization Processing, NAICS Codes |
Define the NAICS codes to specify the organization classification in the definition of the external organization. |
Access the NAICS Codes page.
North American Industry Classification System
Status |
Enter Active. As these are government codes, in time, they could be replaced by a more specific code. In this instance, the code is Inactive. |
Description |
Enter a description of the code (for example, 21232 for Sand, Gravel, Clay and Ceramic and Refactory Minerals Mining and Quarrying or 236220 for Commercial Institutional Building Construction, or 236115 for New Single-Family Housing Construction (except Operative Builders). |
Long Description |
Enter a description. A long description usually replicates the description of the code (for example, Sand, Gravel, Clay and Ceramic and Refactory Minerals Mining and Quarrying or Commercial Institutional Building Construction, or New single-Family Housing Construction (except Operative Builders). |