Download - PeopleSoft 101

Transcript
Page 1: PeopleSoft 101

PeopleSoft 101

A preview for CSUDH facultyNovember 2007

By Tim Farris and Marion SmithCSUDH Administrative Information Systems

Page 2: PeopleSoft 101

CSUDH Administrative Information Systems 2

About PeopleSoft at CSUDH CSU Common Management Systems (CMS)

Project Information Security PeopleSoft (PS) Student Administration (SA)

Application Help Timelines Questions?

Page 3: PeopleSoft 101

CSUDH Administrative Information Systems 3

CSU CMS: Where is CMS?

Page 4: PeopleSoft 101

CSUDH Administrative Information Systems 4

CSU CMS: Look up my class roster, CRN 12345

LDAP NetFirewall

Page 5: PeopleSoft 101

CSUDH Administrative Information Systems 5

Web server

CSU CMS: Hello, Salt Lake City. Carson calling.

Net Firewall

DatabaseClass number 12345

(called CRN in Banner)

Application server

Database server

Page 6: PeopleSoft 101

CSUDH Administrative Information Systems 6

Information Security

The PeopleSoft portal at my.csudh.edu

Page 7: PeopleSoft 101

CSUDH Administrative Information Systems 7

Information Security: The LDAP must recognize you

Lightweight Directory Access Protocol) LDAP Use a single username/password pair for the CSUDH network, e-mail,

PeopleSoft, wireless, smart classrooms. Set your security questions and password here (

https://dhnet.csudh.edu/):

Page 8: PeopleSoft 101

CSUDH Administrative Information Systems 8

Information Security: The PeopleSoft user database (partial view)

Your access to PeopleSoft data is defined here:

Page 9: PeopleSoft 101

CSUDH Administrative Information Systems 9

Information Security: What are my rights?

PeopleSoft Application Roles Staff Faculty Student

Permissions Admissions Class scheduler Academic advisor …

Page 10: PeopleSoft 101

CSUDH Administrative Information Systems 10

Information Security: Possible tasks

Students – Register, look up grades, … Staff – Admit students, hire students, … Faculty – Lift holds, post grades, …

OK, where do I start? http://www.csudh.edu/infotech/ais/Request_User_ID.pdf

Page 11: PeopleSoft 101

CSUDH Administrative Information Systems 11

Information Security: Fill out information about you

On the Request for CMS User ID form

Page 12: PeopleSoft 101

CSUDH Administrative Information Systems 12

Information Security: More about the form

Fill out specific data you’ll need to access to (page 2 of form)

Page 13: PeopleSoft 101

CSUDH Administrative Information Systems 13

Information Security: The form continues

Read the statements about safeguarding information, and sign that you understand and accept them.

Page 14: PeopleSoft 101

CSUDH Administrative Information Systems 14

Information Security: And of course,

You need signatures approving your access.

Page 15: PeopleSoft 101

CSUDH Administrative Information Systems 15

PeopleSoft Student Administration (SA) Application

The main menu:

Page 16: PeopleSoft 101

CSUDH Administrative Information Systems 16

PeopleSoft SA: Banner vs. PS Faculty Tasks

toroWeb See/print class roster Send e-mail to student Post grades

Banner Advise students Look up holds Lay out class schedule …

PeopleSoft See/print class roster Send e-mail to student Post grades Advise students Look up holds Lay out class schedule …

Page 17: PeopleSoft 101

CSUDH Administrative Information Systems 17

Help!

Contact the IT Help DeskSay “Help!”

Submit a help request online E-mail at [email protected] By telephone at 310.243.2500

IT Help Desk: Determines the PeopleSoft application (SA, HR,

FS) Directs the request (“ticket”) to the corresponding

functional analyst

Page 18: PeopleSoft 101

CSUDH Administrative Information Systems 18

Help: Request help online at HelpWeb

Page 19: PeopleSoft 101

CSUDH Administrative Information Systems 19

Help: Maybe your answer is here Visit the CMS Project Web site, http://www.csudh.edu/cms/

Page 20: PeopleSoft 101

CSUDH Administrative Information Systems 20

Timelines

PeopleSoft Implementation

Page 21: PeopleSoft 101

CSUDH Administrative Information Systems 21

Timelines

Decommission Banner

Page 22: PeopleSoft 101

CSUDH Administrative Information Systems 22

About PeopleSoft at CSUDH CSU Common Management System (CMS)

Project Information security PeopleSoft Student Administration (SA)

application Help Timelines

Questions?

Page 23: PeopleSoft 101

CSUDH Administrative Information Systems 23

Contact

Tim FarrisDirector, Administrative Information SystemsTechnical Lead, CMS Project [email protected]