Deleting Prospect Records


Concept


Steps:

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

     

    Click the Student Recruiting link.

    Step 1
  2. Click the Delete Prospect Record link.

    Step 2
  3. Use the Delete Prospect Record page to select individual prospect records for deletion.

    Step 3
  4. Use the ID field to select a prospect record you want to delete.

    Step 4
  5. Use the Academic Institution field to select the academic institution associated with the prospect record.

     

    If a prospect has a single academic institution and career record, the institution and career will appear automatically.

     

    If a prospect has multiple institution or career records, you must enter a row for each record that you want to delete.

    Step 5
  6. Use the Academic Career field to select the academic career associated with the prospect record.

     

    If a prospect has a single academic institution and career record, the institution and career will appear automatically.

     

    If a prospect has multiple institution or career records, you must enter a row for each record that you want to delete.

    Step 6
  7. For this example, you want to delete the prospect record for Brian Teng who has a single academic institution and career record.

     

    Brian's prospect ID is 0046.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0046"
    .

    Step 7
  8. Click the Prospect Details tab.

    Step 8
  9. Use the Prospect Details tab to view additional information about the record that you have selected.

    Step 9
  10. Return to the Prospect tab.

     

    Click the Prospect tab.

    Step 10
  11. For each prospect record, you can select the 3Cs (Communications, Checklists, and

    Comments), if any, that you want to delete.

     

    The system selects the delete 3Cs check boxes by default.

     

    For this example, accept the defaults.

    Step 11
  12. For this example, you want to delete another prospect record.

     

    Click the Add Rows button.

    Step 12
  13. Click the OK button.

    Step 13
  14. You want to delete the record for Susan Bressler.

     

    Susan's prospect ID is 0055.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0055"
    .

    Step 14
  15. When you save this page, the selected records are inserted into the Prospect Delete Holding table, where they are stored until you run the Prospect Delete process.

     

    Click the Save button.

    Step 15
  16. For this example, you changed your mind about deleting any of Susan Bressler's prospect data. 

     

    You must remove her from the Prospect Delete Holding page before running the delete process.

    Step 16
  17. Navigate to the Prospect Delete Holding page.

     

    Click the Prospect Delete Holding link.

    Step 17
  18. Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0055"
    .

    Step 18
  19. Click the Search button.

    Step 19
  20. Use the Prospect Delete Holding page to review the prospect records that you selected for deletion and remove any that you no longer want to delete.

    Step 20
  21. Remove Susan's record from the holding table.

     

    Click the Remove From Holding Table button.

    Step 21
  22. Click the Yes button.

    Step 22
  23. Navigate to the Prospect Delete Process page.

     

    Click the Prospect Delete Process link.

    Step 23
  24. 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 24
  25. 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.
     "PROSDEL"
    .

    Step 25
  26. Click the Add button.

    Step 26
  27. 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 27
  28. The Prospect Delete process deletes all the records in the Prospect Delete Holding table.

    Step 28
  29. 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 29
  30. After the process runs successfully, you can confirm deletion.

     

    Navigate to the Prospect Summary page.

     

    Click the Prospect Summaries link.

    Step 30
  31. Click the Prospect Summary link.

    Step 31
  32. For this example, you want to enter the ID of the record for Susan Bressler.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0055"
    .

    Step 32
  33. Access the Prospect Summary page.

     

    Click the Search button.

    Step 33
  34. Use the Prospect Summary page to view data from a prospect record.

     

    For this example, you use the Prospect Summary page to confirm that a prospect record still exists.

    Step 34
  35. You decided not to delete any of her prospect data, so you want to be sure that you did not delete her.

     

    Susan's record still exists, so you successfully removed her from deletion.

    Step 35
  36. Navigate to the Prospect Summary page for Brian Teng to see if you successfully deleted him.

     

    Click the Return to Search button.

    Step 36
  37. For this example, you want to enter the ID of the record for Brian Teng.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0046"
    .

    Step 37
  38. Click the Search button.

    Step 38
  39. Notice that the record was not found.

    Step 39

Congratulations! You successfully deleted a prospect record and confirmed its deletion. 

 

You also successfully entered a record to delete and removed it from the Delete Holding table prior to running the Prospect Delete Process.

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