This chapter provides an overview of self-service user preferences and self-service personal information functionality, and discusses how to:
Display and access self-service personal data.
Use self-service user preferences.
Use self-service names, addresses, phones, and demographic data.
Use self-service personal attributes data.
Use self-service identification data.
Use self-service participation data.
Use other self-service biographical data.
Use self-service service indicators data.
Use self-service checklists data.
The personal information functionality of PeopleSoft Campus Self Service exposes familiar PeopleSoft Campus Community information to self-service users. It provides an easy way for self-service users to update basic personal information about themselves at any time without having to visit your offices or complete and mail a hardcopy form.
Campus Personal Information self-service functions
All authenticated roles can use self-service functionality. They can use it to maintain their own personal information. They can also use it to review the holds and to do items on record at your institution for themselves.
Note. For security reasons, the following data is view-only for self-service users: national identification number, citizenship, driver's license, visa or permit data, veteran status, gender, birth date, marital status, ethnicity, extracurricular activities, and internal honors and awards.
The Personal Data Summary page contains links to self-service pages showing the individual's personal data. Optionally, you can also set the summary page to display the person's contact information and lists of hold's and to do's for the student's convenient viewing and for any staff viewing data for that individual.
You can enter the label to use as the link for redirecting the user to the self-service page where the displayed address, phone number, or email address can be edited or updated. You can also set how many negative service indicators (holds) to display and how many pending checklist items (to do's) to display on the summary page.
This section describes how to:
Set data to display on the Personal Data Summary page.
Access personal data.
Page Name |
Object Name |
Navigation |
Usage |
SSS_PRSN_SUM_SETUP |
Setup SACR, Common Definitions, Self Service, Personal Data Summary Options |
Optionally, set the types of addresses, phone number, and email address and the number of hold's and to do's to display for an ID on the Personal Data Summary page. |
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SSS_PRSNLDATA_SUMM |
Self Service, Campus Personal Information, Personal Data Summary |
View a summary of links to your personal data, and view a list of your holds and to do's. |
Access the Personal Data Summary Options page.
The Personal Data Summary page contains links to self-service pages that show the individual's personal data. You can optionally, set the individual's contact information and hold's and to do's to display on the summary page.
Contact Information
You can select the type of contact information to display and enter the label to use as the link for redirecting the user to the self-service page where the address, phone number, or email address can be edited or updated.
If you do not use the U.S. FERPA functionality, you can enter the URL to your institution's privacy site in the Privacy settings link field.
Holds and To Do List Sections
You can also specify how many negative service indicators (holds) and pending checklist items (to do's) to display for the person.
Self-service users can use the Personal Data Summary page to access personal data.
Options set on the Personal Data Summary Options page render the Contact Information, Holds, and To Dosdata on the Personal Data Summary page. If the individual had negative service indicators assigned or any pending checklists, the page would (according to the sample options page) also list the first 10 holds (service indicators) and all of the individual's pending checklist items.
User preferences enable self-service users to set default values for themselves to minimize the need for repetitive data entry. Once set, the default values remain associated with the user until changed or deleted. Self-service users can select their own user preferences or you can do it for them by using the User Profiles Management process to assign them the latest values corresponding to their profile.
See Also
Creating and Maintaining User Profiles
Page Name |
Object Name |
Navigation |
Usage |
SS_CC_USER_PREF |
Select the User Preferences link on the Personal Data Summary page. Self Service, Campus Personal Information, User Preferences. |
Enter default values for academic value and other elements required often by the system. |
Self service users can view and update their own addresses, names, phone numbers, and demographic data, including gender, date of birth, and marital status.
Addresses, names, phones, and demographic data are set up in PeopleSoft Enterprise Campus Solutions system. When you set up Personal Data Summary Options for Campus Self Service, you can choose which address, phone, and email type to display by default on self service pages. No additional setup is required.
Links under Campus Personal Information enable online self-service users to view, modify or update their own:
Addresses
Names
Phone numbers
Email Addresses
Internet Addresses
Emergency contacts
Demographic information, including gender, date and place of birth, marital status and so on
See Also
Setting Up Names, Addresses, and Phone Numbers
Setting Up Emergency Contacts Data
Page Name |
Object Name |
Navigation |
Usage |
SS_ADDRESSES |
Click the an address link on the Personal Data Summary page. An address link is either or both of the labels entered for the Address Box 1 and Address Box 2 on the Personal Data Summary Options page. Self Service, Campus Personal Information, Addresses, Addresses |
View your current address types as permitted by the Type Control page, and the associated address data. |
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EO_ADDR_USA_SEC |
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When accessed from the edit button on the Addresses page or the Edit Address link on the Emergency Contact Detail page, you can edit or update the address. When accessed from the ADD A NEW ADDRESS button, you can add an address type and associated data for yourself to be effective now or on a future date. |
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SS_UPDATE_ADDRESS |
Click the Delete (type) address link on the Addresses page. (Self service users can only edit the home and mailing addresses, so no Delete button appears for these address types.) |
Delete an address type and associated data. |
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SS_CC_NAME |
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View your current name types as permitted by the Type Control page, and the associated name data. |
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SS_CC_UPDATE_NAME |
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When accessed from the edit button, you can view or update the name type. When accessed from the ADD A NEW NAME button, you can add a name type and new name with a current for future effective date. |
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SS_CC_PERS_PHONE |
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View and update your current phone types as permitted by the Type Control page, and phone numbers. Buttons on this page also enable you to add or delete rows to add or delete phone numbers. |
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SS_CC_EMAIL_ADDR |
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View and update your current email address types as permitted on the Type Control page, and email addresses. Buttons on this page also enable you to add or delete rows to add or delete email addresses. |
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SS_CC_INTERNET_ADR |
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View and update internet addresses, including web site and FTP site addresses. Buttons on this page also enable users to add or delete rows to add or delete internet addresses. |
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SS_CC_EMRG_CNTCT_L |
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View the name, address, and phone numbers for your emergency contact. |
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SS_CC_EMRG_CNTCT_D |
Click the ADD AN EMERGENCY CONTACT button on the Emergency Contact page. |
Add an emergency contact for yourself, and enter the contact information. |
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SS_CC_DEMOG_DATA |
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View a summary of your demographic data such as your date of birth, gender, marital status, national ID, and so on. Note. If a photo is loaded into the system from on the Photograph page in PeopleSoft Enterprise Campus Solutions, that photo appears in the upper right on this page. See Entering Photographs. |
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SS_CC_FERPA_INQ |
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View data that you have restricted from being released. |
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SS_CC_FERPA |
Click the EDIT FERPA DIRECTORY RESTRICTIONS button on the FERPA Restrictions page. |
Place restrictions to prevent the release of data about yourself. |
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INST_PUB_CATG_SEC2 |
Click the Release To Publication link on the Edit FERPA/Directory Restrictions page. (The link appears only when the Restrict check box is selected.) |
Release restricted information for inclusion in specific internal directory publications. |
Self-service users can view and update the list of languages that they read, write, and speak.
Languages are set up in PeopleSoft Enterprise Campus Solutions. No additional setup is required for self service.
Note. Ethnicity, religious preference, and decedent data personal attributes are not available from Campus Self Service. These are set up and maintained in PeopleSoft Enterprise Campus Solutions only.
See Also
Setting Up Personal Attributes
Page Name |
Object Name |
Navigation |
Usage |
SS_CC_LANGUAGES_L |
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View or edit a list of the languages that you read, write, or speak and the proficiency with which you read, write, or speak them. |
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SS_CC_LANGUAGES_D |
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When accessed from the name of the language, view details of that language and your proficiency. When accessed from the edit button, view and modify details of that language and your proficiency. When accessed from the ADD A LANGUAGE button, add a language to your list of languages. |
Self-service users can enter and change their own personal identification numbers from within Campus Self Service. No specific setup is required.
Note. For security reasons, other identification data are either not available from Campus Self Service (external system ID and residency data) or used as display only (visa and passport data, driver's license information or photos) These are set up and maintained in PeopleSoft Enterprise Campus Solutions only.
See Setting Up Personal Identification Data.
See Managing Personal Identification Data.
Page Name |
Object Name |
Navigation |
Usage |
SS_CC_PIN |
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Create a personal identification number for yourself. |
Self-service users can view and update lists of their own licenses and certificates, memberships, and publications from within Campus Self Service. In addition, individuals can view lists of their own extracurricular activities and honors and awards.
Participation data is set up in PeopleSoft Enterprise Campus Solutions system. No additional setup is required for self service.
Note. Athletic participation is not available from Campus Self Service. You set up and maintain athletic participation data in PeopleSoft Enterprise Campus Solutions only.
See Also
Page Name |
Object Name |
Navigation |
Usage |
SS_CC_LIC_CERT_L |
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View a list of your licenses and certificates. |
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SS_CC_LIC_CERT_D |
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When accessed from the name of the license or certificate, view details about that license or certificate. When accessed from the edit button, view or modify details about that license or certificate. When accessed from the ADD A LICENSE/CERTIFICATE button, add another license or certificate to your list of licenses and certificates. |
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SS_CC_MEMBER_L |
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View a list of your memberships. |
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SS_CC_MEMBER_D |
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When accessed from the name of the membership, view details about that membership. When accessed from the edit button, view or modify details about that membership. When accessed from the ADD A MEMBERSHIP button, add another membership to your list of memberships. |
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SS_CC_EXTRACUR_ACT |
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View a list of your extracurricular activities. Note. Self service users can view extracurricular activities information, but they cannot enter, modify, or update it. |
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SS_CC_HONOR_AWARD |
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View a list of your academic honors and awards. Note. Self service users can view academic honors and awards information, but they cannot enter, modify, or update it. |
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SS_CC_PUB_L |
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View a list of your publications. |
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SS_CC_PUB_D |
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When accessed from the name of the publication, view details of that publication. When accessed from the edit button, view and modify details of that publication. When accessed from the ADD PUBLICATION button, add a publication to your list of publications. |
You can also use Campus Community self service to enable students to manage other biographical data.
Page Name |
Object Name |
Navigation |
Usage |
SS_CC_WORK_EXP_A |
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View a list of your work experience. |
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SS_CC_WORK_EXP |
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When accessed from the name of the work experience, view details of that work experience. When accessed from the edit button, view and modify details of that work experience. When accessed from the ADD A WORK EXPERIENCE button, add a work experience to your list of work experiences |
Self-service service indicators are presented in Campus Self Service as holds.
The Holds link under Campus Personal Information enables self-service users to assume responsibility for viewing and resolving their own negative service indicator issues.
Note. Positive service indicators are not presented from Campus Self Service. Positive service indicators are set up and applied in PeopleSoft Enterprise Campus Solutions only.
Service indicators are set up in PeopleSoft Enterprise Campus Solutions. When you define a service indicator in Campus Solutions, you can choose to display or not display the indicator (as a hold) on self service pages for all IDs to which the indicator is assigned. When you set up Personal Data Summary Options for Campus Self Service, you can choose how many holds to display and whether to display their monetary value, if any. No other setup is required.
See Also
Page Name |
Object Name |
Navigation |
Usage |
SS_CC_HOLDS |
Self Service, Campus Personal Information, Holds |
View holds placed on services for yourself and determine how and by when to resolve them. |
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SS_CC_HOLD_SEC |
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View information about a specific hold and determine how to resolve it and whom to contact |
Checklists data is presented as a to do item list in Campus Self Service.
The To Do List link under Campus Personal Information enables self-service users to assume responsibility for viewing and resolving their own pending checklist items.
Checklists are set up in PeopleSoft Enterprise Campus Solutions. When you set up Personal Data Summary Options for Campus Self Service, you can choose how many to do items to display. No additional setup is required for self service
See Also
Page Name |
Object Name |
Navigation |
Usage |
SS_CC_TODOS |
Self Service, Campus Personal Information, To Do List |
View your pending checklist items and determine what to do to satisfy the requirements. |
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SS_CC_TODOS_SEC |
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View information about a specific checklist item and determine what is required and whom to contact. |