Working with External Organizations
Outline:
- PeopleSoft Version 9.0 and Changes in Admissions Processes
- Instructional Documents
- External Organizations Data Codes
- Detailed Documentation on Working with External Organizations
- Querying with External Organization Related Tables
PeopleSoft Version 9.0 and Changes in Admissions Processes
The documentation related to the External Organization tables and associated processes has been updated to denote the following.
First, with the introduction of PeopleSoft Campus Solutions Version 9.0, there were a number of changes in the manner in which External Organizations are entered, tracked and queried (reported) on. For example, what was originally one underlying table has now been split into a number of tables. This has impacts in a number of areas, including querying and data entry.
Note regarding the EXT_ORG_TBL_ADM – External Org Admissions table: This is the only External Org table that contains the ATP Code (ATP_CD) field. The ATP Code is also called the SAT Code or CEEB Code.
You can search for an organization’s ATP Code on this page: SAT Codes – CEEB Codes – ATP Codes
Second, in the Spring of 2014 Admissions began using a different database (i.e., not PS Campus Solutions) as the source for their external organization information that is associated with prospects and applicants. As a result, there will be some variations in how external organization information in PeopleSoft is tracked and updated.
To that end, the instructions listed below have been rewritten to reflect these changes.
Instructional Documents
- This is a sample page from a PowerPoint displaying screenshots showing the appropriate population of fields for External Educational Organizations.
External Organization Data Codes
- This is the first of three pages in a chart that breaks out the External Organization Data codes to be entered for
- Organization Table Page
- School Data Page
- The three pages display the information for these codes:
- Codes to Use for Educational Institutions not NRS
- Codes to Use for NRS Educational Institutions (OIS) – only entered by OIS OFFICE
- Codes to Use for Non-educational Institutions
Detailed Documentation on Working with External Organizations
- Search for an Organization Note regarding ATP Codes (CEEB Codes/SAT Codes): There are a number of websites that contain these codes besides the College Board site. To take a look at those, go to the SAT Codes – CEEB Codes – ATP Codes page.
- Adding an External Organization – three main pages must be completed:
- Organization Table
- Location Detail
- School Data
- Duplicate Organizations (Educational Institutions). Discussed are the procedures to update the accurate record and to update the duplicate record. The pages to be reviewed are:
- Organization Table
- Location Detail
- School Data
- To review the topic of duplicate records as related to individuals, see Duplicate Records and Search Match
- SAT Code lists: Click to see a list of websites to search for SAT Codes (aka ATP or CEEB Codes).
Office of Study Abroad
- These documents only apply to the Office of Study Abroad
Querying with External Organization Related Tables
- There are a number of tables that underlie External Organizations. The most basic is EXT_ORG_TBL.
- You will find, though, that when creating a query to return External Organization related data, it is generally best to utilize the table EXT_ORG_PRI_VW – External Org Primary View. This table contains all but two of the fields in the EXT_ORG_TBL and it has many more that EXT_ORG_TBL does not.
- When creating a query with Admissions related data, for example, the ATP Code, you will need to use the EXT_ORG_TBL_ADM – External Org Admissions table.
- You should not use this table for any other External Org query since you will receive unreliable results.
- You may also find it useful to use the ORG_LOCATION – Organization Location Table for certain location specific queries.
- Another table that is related to Organizations is the ORG_INST_TBL. This table contains information entered onto the Organization Affiliation page. Included are GPA Type, Grading Scheme and Grading Basis.
- Click here to see a list showing the fields for the five tables mentioned above:
- EXT_ORG_PRI_VW
- ORG_LOCATION
- EXT_ORG_TBL
- EXT_ORG_TBL_ADM
- ORG_INST_TBL
- Click here to see a list of the majority of tables related to External Organizations.