3Cs – Communications, Checklists and Comments Training Rel 9.2

3Cs - Communications, Checklists and Comments Training Rel 9.2

Introduction::

3Cs - Communications, Checklists and Comments Training Rel 9.2 Course - Hands-on

This 2-day 3Cs - Communications, Checklists and Comments Training Rel 9.2 class presents information needed to set up, administer, and use the PeopleSoft Enterprise Campus Solutions 3Cs — communications, checklists, and comments. Participants learn how to set up 3C security for each of the C’s and how to manage 3Cs data including how to use the Communication Generation process and use the PeopleSoft 3C engine.

● Communications tasks include creating, assigning, updating and verifying communications, and generating letter and email communications.
● Checklists tasks include creating, assigning, and updating checklists for individuals, organizations, or events.
● Comments tasks include designing comments, and setting up and creating comment records.

Duration: 1 day

3Cs - Communications, Checklists and Comments Training Rel 9.2

3Cs - Communications, Checklists and Comments Training Rel 9.2Related Courses:

Customize It:

• If you are familiar with some aspects of this 3Cs - Communications, Checklists and Comments Training Rel 9.2 course, we can omit or shorten their discussion.
• We can adjust the emphasis placed on the various topics or build the 3Cs - Communications, Checklists and Comments Training Rel 9.2 course around the mix of technologies of interest to you (including technologies other than those included in this outline).
• If your background is nontechnical, we can exclude the more technical topics, include the topics that may be of special interest to you (e.g., as a manager or policy-maker), and present the 3Cs - Communications, Checklists and Comments Training Rel 9.2 course in manner understandable to lay audiences.

Audience / Target Group:

The target audience for this 3Cs - Communications, Checklists and Comments Training Rel 9.2 course is defined here:

● Functional Implementer

Class Prerequisites:

The knowledge and skills that a learner must have before attending this 3Cs - Communications, Checklists and Comments Training Rel 9.2 course are:

● Understanding of basic navigation and PeopleSoft concepts
● Use of control tables to enforce business rules
● Able to run processes and reports

Objectives:

Upon completing this 3Cs - Communications, Checklists and Comments Training Rel 9.2 course, learners will be able to meet these objectives:

● Set Up 3C Security
● Create and Manage Communications
● Create and Manage Checklists
● Create and Manage Comments
● Describe the 3Cs and their functionality
● Generate email and letter communications
● Assign 3Cs automatically using the PeopleSoft 3C engine

3Cs - Communications, Checklists and Comments Training Rel 9.2 - Course Syllabus:

Business Process Overview

Describing the 3Cs
Describing the PeopleSoft Products that Use 3Cs

Establishing 3C Security

Identifying 3C Security Requirements and Building Blocks
Setting Up 3C Security
Assigning 3C Security

Managing Communications

Identifying Communications Building Blocks
Setting Up Communications
Setting Up Communications 3C Security
Defining Communication Speed Keys
Creating and Assigning Communications Manually

Using the Communication Generation Process

Describing the Communication Generation Process
Setting Up the Communication Generation Process
Running the Process
Retrieving and Viewing Generated Communications

Resetting Generated Communications

Resetting Communications

Managing Checklists

Identifying Checklist Building Blocks
Setting Up Checklists
Setting Up Checklists 3C Security
Assigning Checklists Manually
Updating Checklists
Using Tracking Groups

Managing Comments

Identifying Comment Building Blocks
Setting Up Comments
Viewing and Changing Comments
Setting Up Comment 3C Security
Entering Comments Manually

Assigning 3Cs Automatically Using the PeopleSoft 3C Engine

Understanding the 3C Engine Process Flow
Setting Up the 3C Engine
Using System Real-time Processing
Using Batch Processing
Understanding the Relationship Between PeopleSoft Mass Change and the 3C Engine

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Time Frame: 0-3 Months4-12 Months

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