Using the Population Selection Process


Concept


Steps:

  1. Begin by navigating to a run control page for a specific process that uses Population Selection. In this example, access the Mass Assign page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Service Indicators link.

    Step 2
  3. Click the Mass Assign 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.
     "MA_01"
    .

    Step 5
  6. Click the Add button.

    Step 6
  7. Use the Mass Assign 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.

     

    However, in this case the Mass Assign page is used only as an example of the standard Population Selection group box on a Campus Solutions page.

    Step 7
  8. Select the tool to use to identify the population for the process. Only tools set to Active on the Selection Tool setup page and the applicable selection tools defined in the context definition for the process are available in this drop-down list box.

     

    The PeopleSoft system delivers the following tools with a default status of Active: Equation Engine, External File, and PS Query. If your institution creates other tools, sets them to active status, and lists them in the context definition for a specific process, then they also will be available in this drop-down list box.

     

    Click the Selection Tool list.

    Step 8
  9. First review the fields and links that appear when you select the Equation Engine tool in the Population Selection group box on a page.

     

    Click the Equation Engine list item.

    Step 9
  10. As you can see, fields and links in this group box change, based on the tool that you selected.

    Step 10
  11. When you select the Equation Engine tool, if you have the appropriate security for creating equations a Create Equation link appears. If you must create an equation, you can click this link to launch Equation Editor in a separate window, where you can create the equation, save it, and then enter the equation name in the Equation Name field without exiting the page that contains the Population Selection group box (the Mass Assign page, in this example).

     

    If you have the appropriate security to create and edit equations, when you enter an equation name the Create Equation link changes to the Edit Equation link. Click the Edit Equation link to open the Equation Editor page for that equation and edit it.

    Step 11
  12. Use the Equation Name field to select the equation to use.

     

    Only equations valid for the specific process are available. Limiting the prompt list to valid equations ensures that users select IDs with the appropriate data needed for running the process. Valid equations include the application prompt name that is set on the Equation To Context Mapping page.

     

    The PeopleSoft system delivers predefined equations for specific processes. Consult your PeopleBook for a current list of delivered equations.

    Step 12
  13. In this example, you want to view the list of your equation options.

     

    Click the Look Up button.

    Step 13
  14. Click an entry in the Equation Name column.

    Step 14
  15. The Edit Prompts link appears after you enter an equation name, if the equation that you selected is set to use prompts.

     

    Click this link to access the Equation Parameters page, where you can view or enter prompts for the equation.

    Step 15
  16. Next, review the fields and links that appear when you select the External File tool in the Population Selection group box on a page.

     

    Click the Selection Tool list.

    Step 16
  17. Click the External File list item.

    Step 17
  18. As before, the fields and links in this group box change based on the tool that you selected.

    Step 18
  19. Depending on how your institution sets up the external file tool for Population Selection, you will be required to upload a file as an attachment or you will be required to provide a path to a file. If you upload a file as an attachment, your system will be set up to locate the attachment where the application server and Process Scheduler can access it. If you provide a path, you must be sure to provide a path that the server and Process Scheduler can access.

    Step 19
  20. Click the Upload File button to browse to an existing file to upload. The file can be stored anywhere; however, it must be either a delimited file or a flat (fixed length) file that is compatible with PeopleSoft File Parser.

     

    When you upload a file, the system places the file in a path accessible to the applications server and Process Scheduler, and attaches the file to the process (in this example, to the Mass Assign process).

     

    Click the Upload File button.

    Step 20
  21. Click the Browse... button.

    Step 21
  22. Click the SCC_POP_SI_ACADRECRUIT.csv list item.

    Step 22
  23. Click the Open button.

    Step 23
  24. Click the Upload button.

    Step 24
  25. The Attached File field displays the name of the uploaded and attached file.

    Step 25
  26. These buttons appear only after you upload a file.

     

    Click Delete File to delete the uploaded file from the attachment path.

     

    Click View File to view the uploaded file and verify that its contents are mapped correctly for parsing.

    Step 26
  27. Click the Create File Mapping link to access the Population Selection File Mapping page, where you can map the uploaded file for use with the Population Selection process.

     

    Click the Create File Mapping link.

    Step 27
  28. Use the Population Selection File Map page to create or edit a mapping for an external file for use by the Population Selection process.

    Step 28
  29. In this example, you do not want to edit the file mapping.

     

    Click the Cancel button.

    Step 29
  30. Next, review the fields and links that appear when you select the PS Query tool in the Population Selection group box on a page.

     

    Click the Selection Tool list.

    Step 30
  31. Click the PS Query list item.

    Step 31
  32. Again, the fields and links in this group box change based on the tool that you selected.

    Step 32
  33. Select a Query Name to use. Only queries valid for the specific process are available. Limiting the prompt list to valid queries ensures that users select IDs with the appropriate data needed for running the process. Valid queries use a data source record listed in the context definition.

     

    Consult your PeopleBooks for a list of predefined equations for specific processes delivered with your PeopleSoft system.

    Step 33
  34. In this example, you want to view the list of your query options.

     

    Click the Look Up button.

    Step 34
  35. Click an entry in the Query Name column.

    Step 35
  36. As with Equation Engine, The Edit Prompts link appears in this space after you enter an equation name, if the equation that you selected is set to use prompts.

     

    Click the link to access the Query Prompts page, where you can view or enter prompts for the specified query.

    Step 36
  37. This link appears only if you have the appropriate security for accessing the Query Manager component.

     

    Click this link to launch Query Manager in a separate window, where you can create or update a query without exiting this page.

    Step 37
  38. The Preview Selection Results link appears only if the Enable Preview Results check box is selected on the Selection Tool page for the PS Query tool.

     

    Click this link to preview results based on the parameters that you selected before you run the process.

     

    Click the Preview Selection Results link.

    Step 38
  39. This page enables you to preview the results that will be returned by the tool.

     

    Click the Return button.

    Step 39
  40. At this point, you would continue to enter any other desired run process parameters and run the Mass Assign process (in this example) just as you would any other PeopleSoft Enterprise Process Scheduler process.

     

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

    Step 40

You have successfully run the Population Selection process.

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