Deleting Prospect Records By Batch


Concept


Steps:

  1. Begin by navigating to the Prospect Delete by Batch page.

     

    Click the Student Recruiting link.

    Step 1
  2. Click the Prospect Delete by Batch 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.
     "BATCHPROSDEL"
    .

    Step 4
  5. Click the Add button.

    Step 5
  6. Use the Prospect Delete By Batch 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. The By Population group box appears when the Population Selection process is selected. The Population Selection process is a method for selecting the IDs to process for a specific transaction.

    Step 7
  8. Use the Selection Tool field to choose a tool to select the group of prospect records that you want to delete. Values are: Equation Engine, External File, and PS Query.

    Step 8
  9. Click the Selection Tool list.

    Step 9
  10. Click the PS Query list item.

    Step 10
  11. A number of queries are delivered with the PS Query tool. If you run queries other than those that are delivered, you must include the appropriate bind record in your query or it will not appear when you select the prompt to view the available queries.

     

    The bind record for prospect delete is SAD_PRS_DEL_BND. Your query must also contain the following values: EMPLID, INSTITUTION and ACAD_CAREER.

    Step 11
  12. Click in the Query Name field.

    Step 12
  13. For this example, you want to select the prospect records associated with the admit term 2004 Fall.

     

    Enter the desired information into the Query Name field. Enter

     a valid value
     e.g.
     "PROSPECTS_2004FALL"
    .

    Step 13
  14. Access the Preview Selection Results page.

     

    Click the Preview Selection Results link.

    Step 14
  15. Use the Preview Selection Results page to verify that the records that you selected are the ones that you want to delete.

    Step 15
  16. Return to the Prospect Delete by Batch page.

     

    Click the Return button.

    Step 16
  17. Use the 3C PROS/PROP/PSSV Delete Optns (3C

    PROS/PROP/PSSV delete options) group box to select the 3Cs, if any, that you want to delete. Your selection will apply to all prospect records in the

    group.

    Step 17
  18. At this point, you would continue to run the Prospect Delete by Batch 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 18
  19. Navigate to the Prospect Delete Process page.

     

    Click the Prospect Delete Process link.

    Step 19
  20. 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 20
  21. 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.
     "BATCHPROS"
    .

    Step 21
  22. Click the Add button.

    Step 22
  23. Use the Process 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.

     

    The Prospect Delete Process page does not have any request parameters.

    Step 23
  24. At this point, you would continue to run the Prospect Delete 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 24

Congratulations! You have successfully run the processes to delete prospect records by batch.

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