(CAN) Setting Up Government Reporting

This chapter provides an overview of the PeopleSoft Canadian Government Reporting process, and discusses how to:

• Define Canadian reporting business units.

• Review delivered report types and element numbers.

• Define element classifications.

• Define report periods.

• Review delivered government element codes.

• Review delivered county and country codes.

• Review delivered language, school, and CIS (common information system) language codes.

• Define provincial codes.

• Define general mapping tables.

• Define school reporting classifications.

• Define address and phone usage values for Canadian government reporting.

• Map program values for ESIS, USISE, MET, and OUAC.

• Map plan values for ESIS, USISE, MET, and OUAC.

• Define CIS program, plan, and subplan tables.

• Define ESIS (extended student information system) course data.

• Map Canadian school codes to external organizations.

• Define ESIS student data.

• Load the Student ID table.

See Also

(CAN) Generating Canadian Government Reports

Understanding Canadian Government Reporting

All postsecondary schools in Canada are required to report specific information to the federal and provincial governments. The PeopleSoft Canadian Government Reporting feature enables users to generate files in formats specified by the government. Using the PeopleSoft Canadian Government Reporting feature, you can extract reports in the following file formats:

• ESIS - Extended Student Information System.

• USISE - University Student Information System Enrollment Reporting.

• CIS - Common Information System.

• MET - Ministry of Education and Training Financial Reporting.

• OUAC - Ontario Universities’ Application Center Reporting.

You must complete a series of setup steps for each of the reports. Some of the steps include setting up very basic data (for example, country codes), and the system provides the data for you. Other steps are user defined, and you will need to closely follow the setup steps to ensure that your system is ready for reporting.

Once you complete the setup steps, you can populate a table with students who are eligible for reporting.

The flat file generation process is a separate step that you can initiate after you run the extract program. You are then responsible for running the flat file through the government edits. If you find any errors and would like to make edits, you can do so without overwriting source data.

In addition, you can freeze a reporting period so that the system does not add students or modify them as of a specified date. The reporting extract process can be rerun as often as you require. When the data in the flat file is correct, you can archive the report extract tables.

Finally, all government elements are defined by element class and mapping classes. The element class determines what type of calculation or conversion needs to take place in order for the system to report the information in a code the government specifies. The five element classifications are listed in the following table:

Note. If you decide that a mapping change is required, you must ensure that the key structure of the new table allows the retrieval of a unique record. If a key field is required, then you must provide the field name and value for every student on the Student List page.

See Also

Loading the Student ID Table

Defining Canadian Reporting Business Units

To set up Canadian reporting business units, use the Business Unit Table component (BUS_UNIT_TBL_RP).

This section discusses how to define Canadian business units.

Pages Used to Define Canadian Business Units

Defining Canadian Reporting Business Unit Descriptions

Access the General page.

Defining Canadian Reporting Business Unit Defaults

Access the Unit Defaults page.

Program Duration Units	Enter the unit of measure that defines the normal time that a full-time student requires to complete the program.
Program Credit Units	Enter the unit of measure that defines the number of credits or units of academic achievement that a full-time student requires to graduate from or complete the program.
Man. Paid OJT Duration Units (mandatory paid on the job training duration units)	Enter the unit of measure that defines the duration of mandatory paid on-the-job training.
Opt. Paid OJT Duration Units (optional paid on the job training duration units)	Enter the unit of measure that defines the duration of optional paid on-the-job training.
Man. Unpaid OJT Duration Units (mandatory unpaid on the job training duration units)	Enter the unit of measure that defines the duration of mandatory unpaid on-the-job training.
Optional Unpaid OJT Dur Units (optional unpaid on the job training duration units)	Enter the unit of measure that defines the duration of optional unpaid on-the-job training.
Course Duration Units	Enter the unit of measure that defines the normal time a full-time student requires to complete the course by way of traditional course delivery.
Course Credit Units	Enter the unit of measure that defines the number of credits or units typically awarded for successful completion of the course.
Lab Duration Units	Enter the unit of measure that defines the number of credits or units a full-time student requires to complete the laboratory or shop training included in the course.
Course OJT Duration Units (course on the job training duration units)	Enter the unit of measure that defines the duration of on the job training activities that are a regular part of the course.

Defining Canadian Reporting Business Unit Career Usage Values

Access the Career Usage page.

Reviewing Delivered Report Types and Element Numbers

To set up report types, use the Define Report Type component (CAN_RPT_TYPE) and the Define Govt Element component (CAN_GOV_ELEM).

This section discusses how to review delivered codes.

Pages Used to Review Delivered Codes

Reviewing Delivered Government Report Types

Access the Report Type page.

Reviewing Delivered Government Elements

Access the Government Element page.

Defining Element Classifications

To set up element classifications, use the Define Element Class component (CAN_RPT_ELEM_CL).

This section discusses how to define element classifications.

Page Used to Define Element Classification Types

Defining Element Classification Types

Access the Element Class page.

Element Classification	Copying the values delivered for PSUNV, enter the reporting classification for the element. Your choices are CM (classification mapping), DM (direct mapping), MM (master mapping), RB (rules based), and SM (separate mapping).
RB Procedure Nbr (rules based procedure number)	Copying the values delivered for PSUNV, for rules based elements only, enter a procedure number. This number defines the procedure number that the extract program executes. You cannot create duplicate procedure numbers within a report type. MET procedure numbers must be numbered in the 200 series. Changes and additions to the values delivered for PSUNV will require modification.
Panel Navigation	Enter the panel navigation to define the location where users enter the data. This field is informational only and has no programming tied to it.

Defining Report Periods

To set up report periods, use the Define Report Period component (CAN_RPT_PERIOD).

This section discusses how to define report periods.

Page Used to Define Report Periods

Defining Report Periods

Access the Report Period page.

Institution	Enter the institution for which you will run the report.
Report Type	Enter the report type to which the reporting period pertains.
Report Period	Enter a unique reporting submission period for your report type.
Report Due Date	Enter the date upon which you must report data. The system uses this date to perform effective date checking. This enables you to process data after the report date, and as long as the changes have an effective date, the system does not pick them up for reporting. If you need to make corrections to reporting data, you must ensure that the data has an effective date that is less than or equal to this report due date.
Student ID Freeze Date	The date that the student list, for the selected reporting period, is frozen.

The following fields are available for entry if you specify a report type of ESIS.

The following fields are available for entry if you specify a report type of USISE.

The following fields are available for entry if you specify a report type of CIS.

The following fields are available for entry if you specify a report type of MET.

Reviewing Delivered Government Element Codes

To set up government element codes, use the Define Forpos Code component (CAN_RPT_FORPOS), Define Quacod Code component (CAN_RPT_QUACOD), Define Qualif Code component (CAN_RPT_QUALIF), Define Seshun Code component (CAN_RPT_SESHUN), and the Define Spemaj Code component (CAN_RPT_SPEMAJ).

This section discusses how to review delivered government element codes.

Pages Used to Review Delivered Government Element Codes

Reviewing Delivered County and Country Codes

To set up county and country codes, use the Define Country Codes component (CAN_GOV_COUNTY).

This section discusses how to review delivered county and country codes.

Pages Used to Review County and Country Codes

Reviewing Delivered Language, School, and CIS Language Codes

To set up language, school, and CIS language codes, use the Define Language Codes component (CAN_GOV_LANG), Define School Codes component (CAN_GOV_SCHOOL), and the Define CIS Language Code component (CAN_CIS_LANGUAGE).

This section discusses how to review delivered language, school, and CIS language codes.

Pages Used to Review Delivered Language, School, and CIS Language Codes

Defining Provincial Codes

To set up provincial codes, use the Prov Approval Codes component (CAN_PROV_APPR_TBL), Prov Course Funding Codes component (CAN_PROV_FNDCRS), Prov Funding by Citizen component (CAN_PROV_CITZ), Prov Major Field of Study component (CAN_PROV_MAJOR), Prov Program Codes component (CAN_PROV_PROG), and the Prov Prog Funding Codes component (CAN_PROV_FUND).

This section discusses how to define provincial codes.

Pages Used to Define Provincial Codes

Defining Program Funding Approval Codes

Access the Prov Approval Code page.

Defining Provincial Course Funding Codes

Access the Prov Course Fund page.

Defining Provincial Citizen Funding Codes

Access the Prov Citizenship Fund Class page.

Defining Provincial Major Field of Study Codes

Access the Prov Major Code page.

Defining Provincial Program Codes

Access the Prov Program Code page.

Defining Provincial Program Funding Codes

Access the Prov Program Funding Code page.

Defining Provincial Special Initiative Codes

Access the Prov Special Initiative Code page.

Defining General Mapping Tables

To set up general mapping tables, use the Language Mapping component (CAN_RPT_TONGUE), Province Mapping component (CAN_RPT_PROV), Reporting Sequence Mapping component (CAN_RPT_SEQ), Term Group Mapping component (CAN_RPT_TERM_GRP), OUAC Applno Mapping component (CAN_RPT_APPLNO), Classification Mapping component (CAN_RPT_CM), Direct Mapping component (CAN_RPT_DM), Master Mapping component (CAN_RPT_MM), and the Separate Mapping component (CAN_RPT_SM).

This section discusses how to define general mapping tables.

Pages Used to Define General Mapping Tables

Mapping Language Codes

Access the Language Mapping page.

Reviewing Delivered Province Codes

Access the Province Mapping page.

Mapping Canadian Reporting Sequence

Access the Reporting Sequence Mapping page.

Mapping Terms and Sessions to Reporting Periods

Access the Term Group Mapping page.

Institution	Enter the reporting institution.
Report Type	Enter the report type.
Report Period	Enter a reporting period for the report type.
Academic Career	Enter the academic career that you want to include for the reporting period.
Term	Enter the term for the career and report period.
Session	Enter the institution session for the term and report period.

The following fields are available for entry if you specify a report type of CIS.

The following fields are available for entry if you specify a report type of ESIS.

The following fields are available for entry if you specify a report type of USISE, or MET.

Reviewing Delivered OUAC Application Numbers

Access the OUAC Applno page.

Defining the Classification Mapping Table

Access the Classification Mapping page.

Record, Field Name, and Selection Field values are delivered and defined for all applicable elements for ‘PSUNV.’ Set up the same values for your institution if you perform ESIS reporting.

Defining the Direct Mapping Table

Access the Direct Mapping page.

Record, Field Name, and Selection Field values are delivered and defined for all applicable elements for ‘PSUNV.’ Set up the same values for your institution if you perform ESIS reporting.

Defining the Master Mapping Table

Access the Master Mapping page.

Record, Field Name, and Selection Field values are delivered and defined for all applicable elements for ‘PSUNV.’ Set up the same values for the report types that are applicable to your institution.

Defining the Separate Mapping Table

Access the Separate Mapping page.

Record, Field Name, and Selection Field values are delivered and defined for all applicable elements for ‘PSUNV’. Set up the same values for the report types that are applicable to your institution.

Defining School Reporting Classifications

To set up school reporting classifications, use the School Type Table component (LS_SCHL_TYPE_TABLE).

This section discusses how to define school reporting classifications.

Prerequisites

To see the Canadian field on the School Type table you must select the Government Reporting check box on the SA Features page.

See Also

Selecting Country-Specific Features

Page Used to Define School Reporting Classifications

Defining School Reporting Classifications

Access the School Type Table page.

See Setting Up School Types.

Defining Address and Phone Usage Values for Canadian Government Reporting

This section discusses how to:

• Define address usage values.

• Define email address usage values.

• Define phone usage values.

See Also

Establishing Address Usages

Establishing Phone Usages

Pages Used to Define Address and Phone Usage Table Entries for Canadian Government Reporting

Defining Address Usage Values

Access the Address Usage page.

To create an address usage for ESIS ‘Current’ address reporting:

1. Access the Address Usage Table page.

2. Add an Address Usage of RPT_ADDR.

3. In the Description field, enter Address Priority for Cdn Rpts.

4. In the Short Description field, enter Cdn Reports.

5. Using the Usage Order, Usage Type, and Address Type fields, insert rows for all of your address types.

Defining Email Address Usage Values

Access the Address Usage page.

To create an address usage for ESIS ‘Current’ email address reporting:

1. Access the Address Usage Table page.

2. Add an Address Usage of RPT_EMAIL.

3. In the Description field, enter E-mail Priority for Cdn Rpts.

4. In the Short Description field, enter Cdn Reports.

5. Using the Usage Order, Usage Type, and Email Type fields, insert rows for all of your email address types.

Defining Phone Usage Values

Access the Phone Usage page.

To create a phone usage for ESIS ‘Current’ phone reporting:

1. Access the Phone Usage page.

2. Add a Phone Usage of RPT_PHONE.

3. In the Description field, enter Phone Priority for Cdn Rpts.

4. In the Short Description field, enter Cdn Reports.

5. Using the Usage Order and Phone Type fields, insert rows for all of your phone usage types.

Mapping Program Values for ESIS, USISE, MET, and OUAC

To set up program values for ESIS, USISE, MET, and OUAC, use the ESIS Program Table component (CAN_ESIS_PROG), and the Academic Program Table CDN component (CAN_RPT_PROG).

This section discusses how to define ESIS, USISE, MET, and OUAC program mapping values.

Pages Used to Define ESIS, USISE, MET, and OUAC Program Mapping Values

Defining ESIS Program Mapping 1 Values

Access the ESIS Program Mapping 1 page.

Credential Type	Enter the type of credential awarded to students for successful completion of the program.
Joint Credential Type	Enter the joint or second credential for joint program in which a student typically receives two credentials.
Program Level	Enter the level category of the program.
Joint Program Level	Enter the level category of the joint credential awarded to students for successful completion of the program.
Prog Duration (program duration)	Enter the normal time to complete the program for a full-time student who takes courses through traditional delivery.
Duration Units	Enter the unit of measure for the program duration. The system populates this field by default from the Business Unit Table page.
Duration in Hrs (duration in hours)	Enter the sum of the hours of instruction to complete the program for a full-time student who takes courses through traditional delivery.
Prov Prog Cat (province program category)	Enter the program category as defined by the Provincial Ministry. This field prompts against the CAN_PROV_PROG record.
Prov Fund Cd (province funding code)	Enter the provincial funding code as defined by the Provincial Ministry. This field prompts against the CAN_PROV_FUND record.

Defining ESIS Program Mapping 2 Values

Access the ESIS Program Mapping 2 page.

Credits Needed	Enter the number of credits or units of academic achievement required to complete the program.
Credit Units	Enter the type of units used in the Credits Needed field. The system populates this field by default from the Business Unit Table.
Full/Part Time	Indicate the way in which the program is offered.
Delivered Under Contract	Indicate whether the program is delivered under contract by the institution to an outside party. Your choices are N/A, No, Unknown, and Yes.
Enrollment Limit	Indicate whether the program is limited, either by an internally or externally imposed quota.
Capacity	If the program has limited enrollment, enter the maximum number of new students that can be admitted to the program during a report period.
Entrance Rqmt (entrance requirement)	Enter the educational entrance requirements to begin the program.
Legal Reqmt (legal requirement)	Indicate whether any legal requirements exist for the program. You choices are N/A, No, Unknown, and Yes.
Medical Rqmt (medical requirement)	Indicate whether any medical or psychological entrance requirements exist for the program. Your choices are N/A, No, Unknown, and Yes.
Aptitude Rqmt (aptitude requirement)	Indicate whether successful completion of an aptitude and proficiency test (or interview) is an entrance requirement for the program. Your choices are N/A, No, Unknown, and Yes.
Experience Rqmt (experience requirement)	Indicate whether previous related experience is an entrance requirement for the program. Your choices are N/A, No, Unknown, and Yes.
Other Rqmt (other requirement)	Indicate whether any other entrance requirements are required for entry into the program. Your choices are N/A, No, Unknown, and Yes.

Defining ESIS Program Mapping 3 Values

Access the ESIS Program Mapping 3 page.

Mandatory Paid OJT Duration (mandatory paid on the job training duration)	Enter the duration of mandatory paid on the job training (OJT) activities that are a regular part of the program.
Man Paid Units (mandatory paid units)	Enter the unit type for the Man Paid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.
Optional Paid OJT Duration (optional paid on the job training duration)	Enter the duration of optional paid on the job training activities that are a regular part of the program.
Opt Paid Units (optional paid units)	Enter the unit type for the Optional Paid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.
Mandatory Unpaid OJT Duration (mandatory unpaid on the job training duration)	Enter the duration of mandatory unpaid on the job training activities that are a regular part of the program.
Man Unpaid OJT Units (mandatory unpaid on the job training units)	Enter the unit type for the Mandatory Unpaid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.
Optional Unpaid OJT Duration (optional unpaid on the job training duration)	Enter the duration of optional unpaid on the job training activities that are a regular part of the program.
Opt Unpaid OJT Units (optional unpaid on the job training units)	Enter the unit type for the Optional Unpaid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.

Defining ESIS Program Mapping 4 Values

Access the ESIS Program Mapping 4 page.

Cost Recovery Program	Indicate whether the program is a cost recovery program.
Articulated Program	Indicate whether, on completion of the credits for the program, the student is entitled to advanced standing in a target program in another institution with which the reporting institution has an articulation agreement.
Co-op Program	Indicate whether this is a co-op program.
Brokered Program	Indicate whether this is a brokered program.
Collaborative Program	Indicate whether the program is offered under a collaborative agreement, whereby two or more institutions share ownership or responsibility for the program and each delivers part of the program.

Defining USISE Program Mapping Values

Access the USISE Program Mapping page.

QUALIF	Enter the government code for qualification being sought. This field prompts against the Can Report QUALIF table. The system reports this value in the Fall submission.
FIN QUALIF	Enter the government code for qualification being sought. This field prompts against the Can Report QUALIF table. FIN QUALIF values are reported in all submissions excluding the one in the Fall.
AWABOD	Enter the government code that represents the body awarding the diploma or certificate.
HONIND	Enter the government code that represents the honors program indicator.
QUACOD	Enter the government code for coded title of qualification. This field prompts against the Can Report QUACOD table.
SESTYP	Enter the government code that represents the type of session.
SPEMAJ	Enter the government code for specialization or major field of study. This field prompts against the Can Report SPEMAJ table.
SESTOT	Enter the government code that represents the total number of sessions required to compete the program.
NORMCR	Enter the government code that represents the normal credit/course/unit requirements.

Defining MET and OUAC Program Mapping Values

Access the MET/OUAC Program Mapping page.

FORPOS (formula program of study)	Enter the government code that represents the formula program of study.
UPREG (university and program registration)	Enter the government code that represent the university and program in which applicants register.
FT Load	Enter the full time load for an academic program and plan as the institution defines it.
Annual Weight	Established by MET and based on the FORPOS code. Weight varies for diploma and degree programs. Weights also differ from one institution to another for institution specific FORPOS codes.
Term Weight	Enter a value that the system uses when calculating the annual business income unit (BIU) for graduate levels.
MET Form Fee	Established by MET, based on the FORPOS code.
Min BIU (minimum business income unit)	Enter the minimum BIU that a graduate student can generate for an institution. This is independent of the actual number of years that the individual requires to complete his or her program of study.
Max BIU (maximum business income unit)	Enter the maximum BIU that a graduate student can generate for an institution. This is independent of the actual number of years that the individual requires to complete his or her program of study.
Ineligible BIU (ineligible business income unit)	Select this check box to indicate the academic program and plan is ineligible and the system should therefore not include it in the calculation of FTE (full time equivalency).

Mapping Plan Values for ESIS, USISE, MET, and OUAC

To set up plan values for ESIS, USISE, MET, and OUAC, use the ESIS Plan Table component (CAN_ESIS_PLAN) and the Academic Plan Table CDN component (CAN_RPT_PLAN).

This section discusses how to map ESIS, USISE, MET, and OUAC plan values.

Pages Used to Map ESIS, USISE, MET, and OUAC Plan Values

Defining ESIS Plan Mapping 1 Values

Access the ESIS Plan Mapping 1 page.

Credential Type	Enter the type of credential the institution awards for successful completion of the program.
Joint Credential Type	Enter the joint or second credential for joint programs in which a student typically receives two credentials.
Program Level	Enter the level category of the program.
Joint Program Level	Enter the level category of the joint credential the institution awards for successful completion of the program.
Program Duration	Enter the normal time to complete the entire program for a full-time student through traditional program delivery.
Duration Units	Enter the type of time unit you used to calculate program duration. Your choices are Acad Years, Half - Semes, Months, NA, Semesters, Weeks, and Years.
Duration in Hrs (duration in hours)	Enter the sum of the hours of instruction of courses normally required to complete the entire program through traditional delivery.

Defining ESIS Plan Mapping 2 Values

Access the ESIS Plan Mapping 2 page.

Credits Needed	Enter the number of credits or units of academic achievement required to complete the program.
Credit Units	Enter the type of units used in the Credits Needed field. The system populates this field by default from the Business Unit Table.
Full/Part Time	Indicate whether the program is offered on a full-time basis (FT), part-time basis (PT), or at the student’s option (FT/PT).
Delivered Under Contract	Indicate whether the program is delivered under contract by the institution to an outside party. Your choices are N/A, No, Unknown, and Yes.
Enrollment Limit	Indicate whether the program is limited, either by an internally or externally imposed quota. Your choices are Govt Limit, Instit Lim, N/A, No, Prof Org, and Unknown.
Capacity	If the program has limited enrollment, enter the maximum number of new students that can be admitted to the program during a report period.
Entrance Rqmt (entrance requirement)	Enter the educational entrance requirements to begin the program. Your choices are N/A, No, Unknown, and Yes.
Legal Rqmt (legal requirement)	Indicate whether any legal requirements exist for the program. Your choices are N/A, No, Unknown, and Yes.
Medical Rqmt (medical requirement)	Indicate whether any medical or psychological entrance requirements exist for the program. Your choices are N/A, No, Unknown, and Yes.
Aptitude Rqmt (aptitude requirement)	Indicate whether successful completion of an aptitude and proficiency test (or interview) is an entrance requirement for the program. Your choices are N/A, No, Unknown, and Yes.
Experience Rqmt (experience requirement)	Indicate whether previous related experience is an entrance requirement for the program. Your choices are N/A, No, Unknown, and Yes.
Other Rqmt (other requirement)	Indicate whether any other entrance requirements are required for entry into the program. Your choices are N/A, No, Unknown, and Yes.

Defining ESIS Plan Mapping 3 Values

Access the ESIS Plan Mapping 3 page.

Mandatory Paid OJT Duration (mandatory paid on the job training duration)	Enter the duration of mandatory paid on the job training (OJT) activities that are a regular part of the program.
Man Paid Units (mandatory paid units)	Enter the unit type for the Man Paid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.
Optional Paid OJT Duration (optional paid on the job training duration)	Enter the duration of optional paid on the job training (OJT) activities that are a regular part of the program.
Opt Paid Units (optional paid units)	Enter the unit type for the Optional Paid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.
Mandatory Unpaid OJT Duration (mandatory unpaid on the job training duration)	Enter the duration of mandatory unpaid on the job training (OJT) activities that are a regular part of the program.
Man Unpaid OJT Units (mandatory unpaid on the job training units)	Enter the unit type for the Mandatory Unpaid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.
Optional Unpaid OJT Duration (optional unpaid on the job training duration)	Enter the duration of optional unpaid on the job training (OJT) activities that are a regular part of the program.
Opt Unpaid OJT Units (optional unpaid on the job training units)	Enter the unit type for the Optional Unpaid OJT Duration field. The system populates this field by default from the Business Unit table. The system populates a value of N/A if you do not enter a duration value.

Defining ESIS Plan Mapping 4 Values

Access the ESIS Plan Mapping 4 page.

Cost Recovery Program	Indicate whether the program is a cost recovery program.
Articulated Program	Indicate whether, on completion of the credits for the program, the student is entitled to advanced standing in a target program in another institution with which the reporting institution has an articulation agreement.
Co-op Program	Indicate whether this is a co-op program.
Brokered Program	Indicate whether the program is a brokered program.
Collaborative Program	Indicate whether the program is offered under a collaborative agreement, whereby two or more institutions share ownership or responsibility for the program and each delivers part of the program.

Defining USISE Plan Mapping Values

Access the USISE Plan Mapping page.

QUALIF	Enter the government code for qualification being sought. This field prompts against the Can Report QUALIF table. The system reports this value in the Fall submission.
FIN QUALIF	Enter the government code for qualification being sought. This field prompts against the Can Report QUALIF table. FIN QUALIF values are reported in all submissions excluding the one in the Fall.
AWABOD	Enter the government code that represents the body awarding diploma or certificate.
HONIND	Enter the government code that represents the honors program indicator.
QUACOD	Enter the government code for coded title of qualification. This field prompts against the Can Report QUACOD table.
SESTYP	Enter the government code that represents the type of session.
SPEMAJ	Enter the government code for specialization or major field of study. This field prompts against the Can Report SPEMAJ table.
SESTOT	Enter the government code that represents the total number of sessions required to compete the program.
NORMCR	Enter the government code that represents the normal credit/course/unit requirements.

Defining MET/OUAC Plan Mapping Values

Access the MET/OUAC Plan Mapping page.

FORPOS (formula program of study)	Enter the government code that represents the formula program of study.
UPREG (university and program registration)	Enter the government code that represents the university and program in which the applicant registers.
FT Load	Enter the full time load for an academic program and plan as the institution defines it.
Annual Weight	Established by MET and based on the FORPOS code. Weight varies for diploma and degree programs. Weights also differ from one institution to another for institution specific FORPOS codes.
Term Weight	Enter a value that the system uses when calculating the annual business income unit (BIU) for graduate levels.
Met Form Fee	Established by MET, based on the FORPOS code.
Min BIU (minimum business income unit)	Enter the minimum BIU that a graduate student can generate for an institution. This is independent of the actual number of years that the individual requires to complete his or her program of study.
Max BIU (maximum business income unit)	Enter the maximum BIU that a graduate student can generate for an institution. This is independent of the actual number of years that the individual requires to complete his or her program of study.
Ineligible BIU (ineligible business income unit)	Select this check box to indicate the academic program and plan is ineligible and the system should therefore not include it in the calculation of FTE (full time equivalency).

Defining CIS Program, Plan, and Subplan Tables

To set up CIS program, plan, and subplan tables, use the CIS Program Table component (CAN_CIS_PROG), CIS Plan Table component (CAN_CIS_PLAN), and the CIS Subplan Table component (CAN_CIS_SUBPLAN).

This section discusses how to define CIS program, plan, and subplan values.

Pages Used to Define CIS Program, Plan and Subplan Values

Defining the CIS Program Table

Access the CIS Program Table page.

Defining the CIS Plan Table

Access the CIS Plan Table page.

Defining the CIS Subplan Table

Access the CIS Subplan Table page.

Defining ESIS Course Data

To set up ESIS course data, use the ESIS Course Data component (CAN_RPT_CRSE).

This section discusses how to define ESIS course data.

Page Used to Define ESIS Course Data

Defining ESIS Course Data

Access the ESIS Course Data page.

Mapping Canadian School Codes to External Organizations

To set up Canadian school code mapping, use the External School Table component (CAN_GOV_SCHOOL).

This section discusses how to map Canadian school codes to external organizations.

Page Used to Map Canadian School Codes to External Organizations

Mapping Canadian School Codes to External Organizations

Access the Canadian External School page.

Defining ESIS Student Data

This section discusses how to define various types of ESIS data for students.

Pages Used to Define ESIS Data for Students

Defining Canadian Biographical Details

Access the Biographical Details page.

See Also

Adding or Updating Biographical Details Data

Defining ESIS Transfer Credit Type Data

Access the Courses and Degrees page.

Specify a transfer credit type value.

See Also

Entering External Courses and Degrees

Defining ESIS Previous Education External Data

Access the Regional page.

Specify previous educational activities and postsecondary credential information.

See Also

(CAN) Entering Regional Data

Defining ESIS Student Program Data

Access the Cdn Student Program page.

Cost Recovery Prog (cost recovery program)	Indicate whether the student is taking the program on a cost recovery basis.
Brokered Program	Indicate whether the student is taking the program under a brokering agreement or study agreement whereby the institution that owns the program contracts the delivery of all or part of the program to a host institution.
Co-op Program	Indicate whether the student is classified as a co-op student in this program.
Collaborative Program	Indicate whether the student is taking the program under a collaborative agreement, whereby two or more institutions share ownership or responsibility for the program and each delivers parts of the program.
Articulated Program	Indicate whether, on completion of the credits for the program, the student is entitled to advanced standing in a target program in another institution with which the reporting institution has an articulated transfer agreement.
Comp. Opt. Paid OJT (completed optional paid on the job training)	Indicate whether the student has completed the optional paid OJT requirements for the program.
Comp. Man. Paid OJT (completed mandatory paid on the job training)	Indicate whether the student has completed the mandatory paid OJT requirements for the program.
Comp. Opt. Unpaid OJT (completed optional unpaid on the job training)	Indicate whether the student has completed the optional unpaid OJT requirements for the program.
Comp. Man. Unpaid OJT (completed mandatory unpaid on the job training)	Indicate whether the student has completed the mandatory unpaid OJT requirements for the program.
Met Norm Entrance Reqmt (met normal entrance requirement)	Indicate whether the student met the normal entrance requirements of the program.
Special Initiative Code	Indicate the special initiative code associated with the student in the program as specified by the provincial ministry, institution, or other agency. This field prompts against the CAN_PROV_SP_INT record.

Defining ESIS Student Enrollment Data

Access the Cdn Student Enrollment page.

Cost Recovery Course	Indicate whether the student took the course on a cost recovery basis. The system populates this field by default to the CAN_RPT_CRSE record.
Brokered Course	Indicate whether the student is taking the course under a brokering agreement, whereby the institution that owns the course contracts the delivery of the course to a host institution. The system populates this field by default to the CAN_RPT_CRSE record.
Dist. Ed. (distance education)	Indicate whether the student’s course section or class is considered by the institution to be a distance education course. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
Class	Indicate whether the student received instruction in this course in whole or in part by classroom instruction (including labs), in which the instructor was physically located in the same room or lecture hall as the student. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
TV (television)	Indicate whether the student received instruction in this course in whole or in part by television. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
Internet	Indicate whether the student received instruction in this course in whole or in part on the internet, including email and internet conferencing. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
Correspondence	Indicate whether the student received instruction in this course in whole or in part by postal correspondence, including tapes and CDs sent by mail. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
Radio	Indicate whether the student received instruction in this course in whole or in part by radio. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
Video Conf. (video conference)	Indicate whether the student received instruction in this course in whole or in part by video conferencing, excluding conferencing on the internet. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
Audio Conf. (audio conference)	Indicate whether the student received instruction in this course in whole or in part by audio conferencing. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.
Other	Indicate whether the student received instruction in this course in whole or in part by some other method of instruction. Mapping only needs to be completed at this level if the student received instruction for the course in a manner different from the course delivery mode.

Loading the Student ID Table

This section discusses how to load the student ID table.

Page Used to Load the Student ID Table

Loading Student Data

Access the Student List page.

Each institution’s business practices and interpretation of the published government rules result in different criteria for selecting students for reporting. To initiate the reporting process, you must populate (either manually or through a user defined process) the PeopleSoft provided Student List component with the eligible students you want to report. The Student List component contains the fields listed below. You must populate each field for every row in this component; otherwise the reports extract process will exclude the row and the process may fail.

The system calculates elements for each row of the table. There is a one to one relationship between a row on the Student List page and a row on any one of the tables that enable you to view the information calculated by the extract program. If a student has more than one row on the Student List page, the system treats each row as if it is for a new student when retrieving the element values for the row.

Loading the Student Key Data

In addition to entering data in all of the header fields, different government reports require that you also enter various types of key data. Use the following table to determine which fields and corresponding field values you must populate before you run the extract process.

Note. Enter the latest STRM value for the student for the applicable report type and report period. For example, if the report includes terms for Spring 99 and Fall 99, enter the term representing Fall 99 as the STRM value, assuming that the student was enrolled in both terms.