Creating Prospect Records as Part of a Test Load

Steps:

1. Begin by navigating to the Search/Match/Post Test Scores page.

    

   Click the Student Recruiting link.

   Step 1

2. Click the Search/Match/Post Test Scores link.

   Step 2

3. 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 3

4. 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.
    "PROSPECT"
   .
   Step 4

5. Click the Add button.

   Step 5

6. Use the Search/Match/Post Test Scores 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 6

7. Use the Test ID field to enter the test ID you want to process. Once the Test ID is entered, the additional fields specific to the test will display. You must have Test ID security established in order to select a value. The prompt will only display Test IDs you have security to access.

   Step 7

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

    a valid value
    e.g.
    "SAT I"
   .
   Step 8

9. Click the Refresh button.

   Step 9

10. Use the Data Source field to enter the data source from which this information was received.

    Step 10

11. Click the Data Source list.

    Step 11

12. Click the ETS list item.

    Step 12

13. Use the Address Type field to enter the address type that you want the process to assign to the new address.

     

    If the search/match/post process adds a new record to your database, the process loads the address information from the test record into the Addresses page.

    Step 13

14. Click the Address Type list.

    Step 14

15. Click the Home list item.

    Step 15

16. Use the Phone Type field to enter the phone type that you want the process to assign to the new phone number.

     

    If the search/match/post process adds a new record to your database, the process loads the phone number from the test record to the Personal Information page.

    Step 16

17. Click the Phone Type list.

    Step 17

18. Click the Home list item.

    Step 18

19. Click the Create Prospects option.

    Step 19

20. When you select the Create Prospects check box, the Default Prospect Values group box appears at the bottom of the page.

     

    The process uses the values in this group box to create the prospect records.

    Step 20

21. If you have user defaults, those default values will appear in the required fields.

     

    If you do not have user defaults, you must enter the Academic Institution, Academic Career, Recruiting Status, and Recruiting Center to use for the prospect records.

    Step 21

22. Use the Academic Institution field to enter the default Academic Institution value that you want the system to assign to the prospects that you create from the test score post.

    Step 22

23. Use the Academic Career field to enter the default Academic Career value that you want the system to assign to the prospects that you create from the test score post.

    Step 23

24. Use the Recruiting Status field to enter the default Recruiting Status value that you want the system to assign to the prospects that you create from the test score post.

    Step 24

25. Use the Recruiting Center field to enter the default Recruiting Center value that you want the system to assign to the prospects that you create from the test score post.

    Step 25

26. Click in the Recruiting Center field.

    Step 26

27. Enter the desired information into the Recruiting Center field. Enter

     a valid value
     e.g.
     "UGRD"
    .
    Step 27

28. Access the Search Parameters page.

     

    Click the Search Parameters tab.

    Step 28

29. Use the Search Parameters page to specify parameters for this search.

    Step 29

30. Click in the Search Parameter field.

    Step 30

31. Enter the desired information into the Search Parameter field. Enter

     a valid value
     e.g.
     "PSCS_TRADTIONAL"
    .
    Step 31

32. At this point, you would continue to run the Search/Match/Post Test Scores process just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

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

    Step 32

Congratulations!  You have successfully run the process to create prospect records while loading test scores.

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