Managing Service Indicators

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

View, assign, or remove service indicators.
Audit service indicators.
Mass assign or mass release service indicators.

Understanding Service Indicators

Use service indicators to provide or limit access to services at your institution for an individual or organization. Service indicators can be holds that prevent an individual or organization from receiving certain services or positive indicators that 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 include check cashing privileges, front-of-line service, use of the gym, special services for disabled students, and so on.

You might define a positive service impact to permit specific students to receive their student identification cards earlier than the remainder of the student body. You might define a negative service impact that prevents specific students from receiving their student identification cards until, for example, they submit past-due enrollment deposits.

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 you 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 ID'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, the corresponding negative or positive service indicator button appears on most pages about that individual or organization. One button can represent one or several service indicators. You would click the buttons on any of those pages to navigate to the appropriate details page, where you can determine how many and which restrictions apply.

(negative service indicator)

Appears on a page when a negative service indicator is assigned to the individual or organization.

Click to access the Manage Service Indicators page, from which you can view details about the service restrictions associated with each negative service indicator for the ID.

(positive service indicator)

Appears on a page when a positive service indicator is assigned to the individual or ogranization.

Click to access the Manage Service Indicators page, from which you can view details about the service privileges associated with each positive service indicator for the ID.

You can review service indicators in several ways. You can click the service indicator buttons or use menu navigation to access the Manage Service Indicators page, where you can review a list of service indicators currently assigned to an ID. You can also access the Service Indicator Audits page, where you can configure a search for any service indicator information that you want to review. For example, you can specify an ID whose service indicator details you want to review and search for that list; you can specify a service indicator and search for all IDs to whom the indicator is assigned; you can specify an ID and search for all service indicators assigned by that individual; and many other configurations. The search results provide data that identifies the date and time the service indicator was added or deleted and the ID of the user who added or deleted it.

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

Viewing, Assigning, or Removing Service Indicators

This section discusses how to:

View service indicators assigned to an ID.
Assign a service indicator to an ID.
Edit an assigned service indicator.

Pages Used to View, Assign, or Remove Service Indicators

Page Name	Object Name	Navigation	Usage
Manage Service Indicators	SRVC_IND_SUMRY	Campus Community, Service Indicators, Person, Manage Service Indicators Contributor Relations, Constituent Information, People, Service Indicators, Manage Service Indicators	View service indicators assigned to a person ID.
Manage Service Indicators Org	SCC_SI_ORG_SUMRY	Campus Community, Service Indicators, Organization, Manage Service Indicators Org Contributor Relations, Constituent Information, Organizations, Service Indicators, Manage Service Indicators Org	View service indicators assigned to an organization ID.
Add Service Indicator Edit Service Indicator	SRVC_IND_DATA1	For the Add Service Indicator page, click the Add Service Indicator link on the Manage Service Indicators page for individuals. For the Edit Service Indicator page, click the link for a service indicator in the code column on the Manage Service Indicators page for individuals.	Use the Add Service Indicator page to assign a new service indicator to the person ID. Use the Edit Service Indicator page to view and edit details of a service indicator currently assigned to the person ID.
Add Service Indicator Org Edit Service Indicator Org	SCC_SI_ORG_DATA	For the Add Service Indicator Org page, click the Add Service Indicator link on the Manage Service Indicators Org page. For the Edit Service Indicator Org page, click the link for a service indicator in the Code column on the Manage Service Indicators Org page.	Use the Add Service Indicator Org page to assign a new service indicator to the organization ID. Use the Edit Service Indicator Org page to view and edit details of a service indicator currently assigned to the organization ID.

Viewing Service Indicators Assigned to an ID

Access the Manage Service Indicators page.

Note. Assigned service indicators use the current effective-dated service indicator definition on the Service Indicator Codes page. If a new effective-dated row is added to a service indicator definition, the changes to that row will affect existing assignments to IDs as well as new assignments to IDs.

Effect, Institution, and Refresh

Select the effect of the service indicators from the available values: All, Positive, and Negative. Enter the institution whose service indicators you want to display for the ID. You must click Refresh to display data according to the effect and institution that you enter.

Add Service Indicator

Click to access the Add Service Indicator page, where you can assign a service indicator to this ID within the associated institution.

This link appears at both the top and bottom of the page when the list of service indicators is long.

Service Indicator Summary

Code

Click the service indicator code in the code column to access the Edit Service Indicator page, where you can view and edit details of the assigned service indicator.

Assigning a Service Indicator to an ID

For individuals, access the Add Service Indicator page.

For organizations, access the Add Service Indicator Org page.

Institution

Enter the code for the institution that is responsible for this service indicator.

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 that 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.

Effect

The system displays the effect associated with the service indicator that you select. Values are Positive or Negative.

Effective Period

You can assign a service indicator with a beginning and an end to its validity for an ID. You can specify a date on which the date-based impacts for a service indicator will take effect, and a date on which they will cease to be in effect. Similarly, you can specify a term at the beginning of which to apply the term-based impacts associated with the service indicator, and specify a term at the end of which to cease to apply the impacts. You can further control the validity period of term-based and date-based impacts. If you do not want the indicator to be valid during the entire start-to-end term period, you can specify dates within either or both terms to use for starting and ending the validity.

Note. The service impacts associated with a service indicator can be term-based or date-based. They are applied or released based on the start and end information that you enter.

Start Term andEnd Term

Enter the term during which the service indicator should become valid for the ID, and enter the term during which it should cease to be valid for the ID.

A Start Term value of 0000 means that term-based impacts will be in effect for all terms. A Start Term value of 9999 means that term-based impacts will never take effect.

If no End Term value is entered, term-based impacts will be in effect until the service indicator is released.

Start Date andEnd Date

Enter the date on which the service indicator should become valid for the ID, and enter the date on which it should cease to be valid for the ID.

If no End Date value is entered, date-based impacts will be in effect until the service indicator is released.

Assignment Details

Department	Enter the department that is responsible for placing the service indicator (or requesting its placement) on the individual's record.
Reference	Enter a reference number or other data that may assist in tracking and identifying the service indicator and its resolution.
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 Information

Contact ID and Contact 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's ID and name. You can override this value to enter whatever your institution requires.

You can enter the ID or, if no ID exists, you can enter the name of the person who placed the service indicator on the individual's record. Enter the name in the lastname;firstname format. Alternatively, you can identify the person who requested that the service indicator be placed on the record.

Comments

Comments

Enter comments to further describe or identify the reason for the service indicator.

Services Impacted

Impact	Click the code in the Impact column to access the Service Impact Description page, where you can view details about the impact.
Basis - Date or Basis - Term	The system indicates whether the service impact is set to be considered or disregarded (both manually or in the automated process) based on the begin and end values that you specifiy for the service indicator. When the Basis - Term check box is selected, the impact will start and end for the terms that you specify. If the Basis - Date check box is selected, the impact will start and end on the dates that you specify. If either or both of the check boxes are selected but you enter no values for the End Term or End Date fields, then the impact will remain in effect until manually released.
Term Category	Appears only if the impact is term-based. Note. This value is provided for informational purposes for administrative users. Delivered processes do not consider the term category. Displays the term of the service impact as it is associated with the service indicator on the Service Indicator Codes page. If the term falls within the Start Term and End Term period and a term category appears, you must determine whether the category of that term matches the category shown. If it does not, you should consider the impact not in effect. For example, a student applies for a parking permit for the Fall 2007 term, which has a term category of Regular. You assign the service indicator with a parking impact to the student, but the impact has an associated term category of Summer. Because the term begin and end dates of the service indicator do not fall within the dates of the summer term, the impact is not in effect. See Establishing Terms and Sessions.
Service Indicator Date Time	The system displays the current day and time when the service indicator was assigned.
User ID and Name	The system displays the ID of the user who is entering or changing information on the page.

Editing an Assigned Service Indicator

Access the Edit Service Indicator page or the Edit Service Indicator Org page.

The following fields are specific to the Edit Service Indicator page and the Edit Service Indicator Org page. Otherwise, the fields and pages are the same as described for the Add Service Indicator page and Add Service Indictor Org page.

See Assigning a Service Indicator to an ID.

Release	Available only if the user has release security for the institution, service indicator, and reason. Click to release this service indicator from assignment to the ID. The system releases the service indicator and redirects you to the Manage Service Indicators page, which displays a list of the ID's service indicators. See Setting Up Service Indicator Security.
Placed Method	If an automated process is assigned this service indicator, background appears. If the service indicator was asigned manually, manual appears. If the Mass Assign feature was used to assign the service indicator, Mass appears.
Placed Process	The system displays the name of the automated process that placed this service indicator on the individual's record.
Release Process	The system displays the name of the automated process that can release or remove this service indicator from the individual's record.

Auditing Service Indicators

This section discusses how to configure a service indicator audit search.

Pages Used to Configure an Audit Service Indicator Search

Page Name	Object Name	Navigation	Usage
Audit Service Indicators	SCC_SI_AUDIT_SRCH	Campus Community, Service Indicators, Person, Audit Service Indicators Contributor Relations, Constituent Information, People, Service Indicators, Audit Service Indicators	View an individual's service indicator history, including the date and time when a service indicator was added or deleted and the ID that added or deleted it.
Audit Service Indicators Org	SCC_SIADT_ORG_SRCH	Campus Community, Service Indicators, Organizations, Service Indicators, Service Indicator Audits Org Contributor Relations, Constituent Information, Organizations, Service Indicators, Audit Service Indicators Org	View an organization's service indicator history, including the date and time when a service indicator was added or deleted and the ID that added or deleted it.
Service Indicator Audit	SCC_SIAUDIT_DATA	Click the ID or Name link on the Audit Service Indicators search results page, or click the Org IDor Organization link on the Audit Service Indicators Org search results page.	View details of the individual's or organization's assigned service indicator.

Configuring a Service Indicator Audit Search

For individuals, access the Audit Service Indicators page.

For organizations, access the Audit Service Indicators Org page.

Service Indicator Audit Search

You can enter as much or as little data as required to define your search. For example, you can enter a service indicator and search for all IDs to whom that indicator is assigned. Alternatively, you can enter the service indicator code, institution, start term and start dates, and assigned by ID and then search for all IDs within that institution to whom the indicator was assigned by the Assigned By ID and will become valid in that term on that date.

Search

Enter criteria to define the search, and then click Search.

When you click Search, the system redirects you to a differnt view of the page, the Service Indicator Audits search results list view, which lists service indicator information based on that search.

Reset

Click to clear the data fields so you can enter data for a new search.

The Institution field will automatically repopulate with the user's default institution if one is defined in Operator Defaults. You can clear or change it manually, if necessary.

Search Results

When you click Search, the Search Results list appears. Click the expand button next to Service Indicator Audit Search to see the top part of the Service Indicator Audits page, which shows the search criteria used to produce these results.

This example shows an Audit Service Indicators page:

This example shows an Audit Service Indicators Org page:

Click any link in the results row to access the Service Indicator Audit page for that ID, where you can view details about the service indicator assignment.

Mass Assigning or Mass Releasing Service Indicators

This section discusses how to:

Mass assign service indicators.
Mass release service indicators.

Pages Used to Mass Assign or Mass Release Service Indicators

Page Name	Object Name	Navigation	Usage
Mass Assign	SCC_SRVC_IND	Campus Community, Service Indicators, Person, Mass Assign Contributor Relations, Constituent Information, People, Service Indicators, Mass Assign	Assign a specific service indicator to several or many person IDs at the same time.
Mass Assign Org	SCC_SRVC_ORG	Campus Community, Service Indicators, Organization, Mass Assign Org Contributor Relations, Constituent Information, Organizations, Service Indicators, Mass Assign Org	Assign a specific service indicator to several or many organization IDs at the same time.
Mass Release	SCC_SI_RELEASE	Campus Community, Service Indicators, Person, Mass Release Contributor Relations, Constituent Information, People, Service Indicators, Mass Release	Release a specific service indicator from several or many person IDs at the same time.
Mass Release Org	SCC_SI_RELS_ORG	Campus Community, Service Indicators, Organization, Mass Release Contributor Relations, Constituent Information, Organizations, Service Indicators, Mass Release Org	Release a specific service indicator from several or many organization IDs at the same time.

Mass Assigning Service Indicators

For individuals, access the Mass Assign page.

For organizations, access the Mass Assign Org page.

Select the tool that you want to use to assign the service indicator. Values are Equation Engine, External File, or PS Query.

See Using the Population Selection Process.

Enter data to identify the service indicator to assign, just as you would on the Add Service Indicator page or the Add Service Indicator Org page.

See Assigning a Service Indicator to an ID.

When the Assign Service Indicators process runs (either SCC_SI_ASSN for individuals or SCC_ORG_ASSN for organizations), it assigns the specified service indicator to each ID in the selected population.

Mass Releasing Service Indicators

For individuals, access the Mass Release page.

For organizations, access the Mass Release Org page.

Select the tool that you want to use to identify the population from which to release the service indicator. Values are Equation Engine, External File, or PS Query.

See Using the Population Selection Process.

Enter or edit data to identify the service indicator to release, just as you would on the Edit Service Indicator page.

See Assigning a Service Indicator to an ID.

When the Service Indicator Release process runs (either SCC_SI_RELS for individuals or SCC_ORG_RELS for organizations), it will stop the service indicator from further validity for each ID in the selected population, and it will release the indicator from each ID record in the selected population. However, the service indicator assignment and release will remain part of the service indicator audit history.

Institution	Enter the code for the institution that is responsible for this service indicator.
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 that 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.
Effect	The system displays the effect associated with the service indicator that you select. Values are Positive or Negative.