Using Enrollment Management Targets


Concept


Steps:

  1. Begin by navigating to the Enrollment Target page.

     

    Click the Student Admissions link.

    Step 1
  2. Click the Define Enrollment Targets link.

    Step 2
  3. Click the Add a New Value tab.

    Step 3
  4. Access the Enrollment Target page.

     

    Click the Add button.

    Step 4
  5. Use the Enrollment Target page to set enrollment targets for each level that your institution has defined.

    Step 5
  6. Select Group if you are setting up a group enrollment management target consisting of multiple detail targets.

     

    Select Detail if you are setting up a detail enrollment management target.

     

    For this example, you accept the default setting, which is Detail.

    Step 6
  7. Cohort is the highest of the three target levels that your institution has defined, and the starting point for your target development.

     

    An example of a cohort level that your institution might have defined is the entire group of students in an academic year. Or, they might have defined a cohort level of 2005 and set an enrollment target of 500 students for that academic year. Alternatively, you could break this up into a cohort level for academic terms of Fall 2005 and Spring 2006.

     

    Click in the Cohort field.

    Step 7
  8. For this example, you want to enter the code for Fall 2007.

     

    Enter the desired information into the Cohort field. Enter

     a valid value
     e.g.
     "F2007"
    .

    Step 8
  9. Population is the next level down the hierarchy.

     

    Your institution might have defined a population level by academic career, or a population level by school or college.

     

    Click in the Population field.

    Step 9
  10. For this example, you want to enter the code for Undergraduate Liberal Arts.

     

    Enter the desired information into the Population field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 10
  11. Division is the final, bottom level in the enrollment management target setup.

     

    Your institution might have defined a division level, for example, by gender, ethnicity, academic program, admit type, or program status.

     

    Click in the Division field.

    Step 11
  12. For this example, you want to enter the code for all females.

     

    Enter the desired information into the Division field. Enter

     a valid value
     e.g.
     "FEMALE"
    .

    Step 12
  13. Click in the Target field.

    Step 13
  14. Enter the goal for this enrollment management target.

     

    Enter the desired information into the Target field. Enter

     a valid value
     e.g.
     "100"
    .

    Step 14
  15. The Result / Actual and Result DateTime fields are populated by the system after you run the Enrollment Target process.

    Step 15
  16. Select Current to have the Enrollment Target process check only the most current application row. If a student is in this application program, and matches the target selection criteria, the process will include him or her in the count.

     

    Select All to have the Enrollment Target process check all the application rows. If a student has any application program row that matches the target selection criteria, the process will include him or her in the count.

     

    For this example, accept the default value which is Current.

    Step 16
  17. You can enter a Comment to summarize the enrollment target that you are defining.

     

    For this example, the comment is entered for you.

    Step 17
  18. If you select Group to set up a group enrollment management target consisting of multiple detail targets, the Detail Sequence field becomes available.

     

    You would use the Detail Sequence field to pull in all of the detail targets that you must to specify (roll up into) this group enrollment management target.

    Step 18
  19. Click in the Institution field.

    Step 19
  20. Enter the desired information into the Institution field. Enter

     a valid value
     e.g.
     "PSUNV"
    .

    Step 20
  21. Click in the Career field.

    Step 21
  22. Enter the desired information into the Career field. Enter

     a valid value
     e.g.
     "UGRD"
    .

    Step 22
  23. Click in the Term field.

    Step 23
  24. Enter the desired information into the Term field. Enter

     a valid value
     e.g.
     "0590"
    .

    Step 24
  25. Click the Refresh button.

    Step 25
  26. Access the Target Detail page.

     

    Click the Target Detail tab.

    Step 26
  27. Use the Target Detail page to specify additional details about the enrollment target that you are creating.

    Step 27
  28. Click the Gender option.

    Step 28
  29. Click the Program Status option.

    Step 29
  30. Click the Academic Program option.

    Step 30
  31. Click the Status list.

    Step 31
  32. Click the Applicant list item.

    Step 32
  33. Click in the Acad Prog field.

    Step 33
  34. Enter the desired information into the Acad Prog field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 34
  35. Click the Gender list.

    Step 35
  36. Click the Female list item.

    Step 36
  37. Click the Save button.

    Step 37
  38. When you save the page, the system assigns the Target Sequence Number.

    Step 38
  39. If this detail comprised your entire enrollment management target, then you are finished defining the target.

     

    If you are creating a group enrollment management target and this was just one detail target, after you save the page, you must navigate back to the Enrollment Target page to specify and save each additional detail target.

     

    For this example, this detail comprises the entire target.

    Step 39
  40. Navigate to the Calculate Enrollment Targets page to run the process to calculate the enrollment target based on the criteria that you entered.

     

    Click the Calculate Enrollment Targets link.

    Step 40
  41. 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 41
  42. 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.
     "TARGET"
    .

    Step 42
  43. Click the Add button.

    Step 43
  44. Use the Calculate Enrollment Targets 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 44
  45. Use the Calculate Enrollment Targets process to process the enrollment management target and obtain current results.

     

    After you have set up and defined your enrollment management target levels, you can run the Calculate Enrollment Targets process at any time to obtain the results and see how your institution is doing with its efforts towards these targets.

    Step 45
  46. Click in the Cohort field.

    Step 46
  47. Enter the desired information into the Cohort field. Enter

     a valid value
     e.g.
     "F2007"
    .

    Step 47
  48. At this point, you would continue to run the Calculate Enrollment Targets 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 48
  49. After you run the Calculate Enrollment Targets process, you can navigate to the Enrollment Target Summary page to view the general results.

     

    Click the Enrollment Target Summary link.

    Step 49
  50. Use the Enrollment Target Summary page to search for and view enrollment management target results.

    Step 50
  51. Enter the desired information into the Cohort field. Enter

     a valid value
     e.g.
     "F2007"
    .

    Step 51
  52. Click in the Population field.

    Step 52
  53. Enter the desired information into the Population field. Enter

     a valid value
     e.g.
     "LAU"
    .

    Step 53
  54. Click in the Division field.

    Step 54
  55. Enter the desired information into the Division field. Enter

     a valid value
     e.g.
     "FEMALE"
    .

    Step 55
  56. Click the Refresh button.

    Step 56
  57. Click the Search button.

    Step 57
  58. The system displays the enrollment target results based on the criteria that you entered.

    Step 58
  59. You can also navigate back to the Enrollment Target page, and other pages in the Define Enrollment Targets component, to see result details.

     

    Click the Define Enrollment Targets link.

    Step 59
  60. Enter the desired information into the Target Sequence Nbr field. Enter

     a valid value
     e.g.
     "000770"
    .

    Step 60
  61. Click the Search button.

    Step 61
  62. After you run the Enrollment Target process, the system displays the same value in the Real field as in the Result field.

     

    For group targets, you can change this field to any number between (and including) the result and actual number. For example, suppose that for a group target of Fall 2005 undergraduate enrollment, the Result field displays 100. However, suppose that some of these people applied for two or more programs. Therefore, the Actual field displays 80. The Real field defaults to 80 but you can change it to any number within that range that is appropriate, for example, 90.

    Step 62
  63. Access the Target Applicants page.

     

    Click the Target Applicants tab.

    Step 63
  64. Use the Target Applicants page to view a list of the people who meet your target selection criteria and verify the correct real number.

    Step 64

Congratulations! You successfully defined a management enrollment target, calculated the target, and viewed the results.

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