Creating Prospect Records from a Query of Previous Test Loads


Concept


Steps:

  1. Begin by navigating to the Create Prospects from Tests page.

     

    Click the Student Recruiting link.

    Step 1
  2. Click the External Test Score Processing link.

    Step 2
  3. Click the Create Prospects From Tests link.

    Step 3
  4. You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the report may help you remember it for future use.

     

    Click the Add a New Value tab.

    Step 4
  5. A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values.

     

    Enter the desired information into the Run Control ID field. Enter

     a valid value
     e.g.
     "CREATEPROS"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Create Prospects from Tests page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 7
  8. Use the Test ID field to enter the test ID for the query you want to run. When you search for a query on the Select Query page, the system searches for valid queries for the test ID that you enter.

    Step 8
  9. Enter the desired information into the Test ID field. Enter

     a valid value
     e.g.
     "SAT I"
    .

    Step 9
  10. Use the Academic Institution field to assign an academic institution value to the prospects that you create from the query.

    Step 10
  11. Use the Academic Career field to assign an academic career value to the prospects that you create from the query.

    Step 11
  12. Use the Recruiting Status field to assign a recruiting status value to the prospects that you create from the query.

    Step 12
  13. If you have user defaults, those default values appear in the required fields. If you do not have user defaults, you must enter values in the required fields.  

     

    For this example, you have user defaults for all required fields except Recruiting Center.

    Step 13
  14. Use the Recruiting Center field to assign a recruiting center value to the prospects that you create from the query.

    Step 14
  15. Click in the Recruiting Center field.

    Step 15
  16. Enter the desired information into the Recruiting Center field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 16
  17. Click in the Admit Term field.

    Step 17
  18. For this example, you want to enter the code for 2007 Fall.

     

    Enter the desired information into the Admit Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 18
  19. Click the Academic Level list.

    Step 19
  20. Click the Freshman list item.

    Step 20
  21. Click in the Academic Program field.

    Step 21
  22. For this example, you want to enter the code for Intercommunicative Technology.

     

    Enter the desired information into the Academic Program field. Enter

     a valid value
     e.g.
     "ICTEC"
    .

    Step 22
  23. Click the Assign 3C option.

    Step 23
  24. Click in the Event ID field.

    Step 24
  25. When you select the Assign 3C check box, the Event ID field appears.

     

    You can choose to assign 3Cs to the prospects that you create from the query. To do so, you must select an Event ID to use. Only the event IDs that have the administrative functions PROS (prospect) and PROP (prospect program) are available. Prospect program is available only if you select an academic program on this page.

     

    See the PeopleSoft Campus Community module for information about assigning 3Cs and using administrative functions.

    Step 25
  26. For this example, you want to enter the code for New Prospect.

     

    Enter the desired information into the Event ID field. Enter

     a valid value
     e.g.
     "NEWPROS"
    .

    Step 26
  27. Access the Select Query page.

     

    Click the Select Query button.

    Step 27
  28. Use the Select Query page to enter parameters for  the query to use.

     

    Click in the Search field.

    Step 28
  29. Enter the desired information into the Search field. Enter

     a valid value
     e.g.
     "PS"
    .

    Step 29
  30. Even if you enter the entire query name on the Select Query page, you must click the Search button.

     

    Click the Search button.

    Step 30
  31. Query search results return only those queries that are defined for the specified Test ID and to which you have access.

     

    Because the system searches all queries to which you have access, leaving the search string blank might increase your wait time.

     

    The system identifies the primary candidate data record from the External Data Mapping page.

    Step 31
  32. Click the PS_AD_SAT_CPTEST01 link.

    Step 32
  33. At this point, you would continue to run the Create Prospects from Tests process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

    Refer to the Running Reports module for an example of running a process.

    Step 33

Congratulations! You have successfully set the process to select candidates from previously loaded test scores and create prospect records for them.

Table of Contents  Start Topic