DUPLICATE PROCESSING WITH WORKCENTERS July 12 th 2017

DUPLICATE PROCESSING WITH WORKCENTERS July 12 th, 2017 8: 30 am – 9: 20 am

PRESENTER Phillip Curry Senior Business Analyst The University of Colorado phillip. curry@cu. edu Has worked with the University of Colorado since September 2013 BS (May 2011) – University of Texas at Austin Born and raised in Dallas, Texas Likes to snowboard

UNIVERSITY OF COLORADO The University of Colorado (CU) is a public research university with multiple campuses (Boulder, Colorado Springs, Denver, Anschutz Medical Campus).

THE UNIVERSITY OF COLORADO & ORACLE

OVERVIEW This session will cover the steps needed to implement and use Work. Centers for duplicate record resolution 1. INITIATION 2. PLANNING 3. EXECUTION 4. CLOSING

REQUIREMENTS GATHERING (INITIATION)

BUSINESS PROCESS – RESOLVING DUPLICATES Manual Process Duplicate Record Data Standard Custom Application Engine to determine duplicate data

BUSINESS PROCESS REVIEW – RESOLVING DUPLICATES Utilize Work. Centers as a short-term solution to resolving duplicates Still a manual process Long-term goal is to automate duplicate resolution

FUNCTIONAL REQUIREMENTS Determine the new location path within Campus Solutions for the Work. Center page Queries Custom Record Non-custom records Pagelets Work. Center Configuration Target Go-Live Estimated Development Time

TECHNICAL REQUIREMENTS Menu Component Page Permissions List Security Role Estimated Development Time

FUNCTIONAL/TECH NICAL DOCUMENTS (PLANNING)

FUNCTIONAL PLANNING DOCUMENT Create a new page for CU Campus Community Work. Center Page – CU Campus Community Work. Center Example Path Location – Main Menu > Campus Community > CU Campus Community Customs > CU Campus Community Work. Center Queries One query for related business processes (custom application engine results) Could have multiple queries for users that do not use a custom application engine to return results Pagelets One pagelet for related business processes (custom application engine results) Could have multiple pagelets for users that do not use a custom application engine to return result

FUNCTIONAL PLANNING DOCUMENT Work. Center Configuration Determine how the user wants to see the Work. Center Target Go-Live Determine a target go-live date for production Security Determine who can use this Work. Center Estimated Development Time

TECHNICAL PLANNING DOCUMENT Menu Component Page Permissions List Security Role Portal Registry Structures Estimated Development Time

FUNCTIONAL/TECH NICAL DEVELOPMENT (EXECUTION)

FUNCTIONAL DEVELOPMENT Queries Pagelets Work. Center Configuration Actual Development Time

FUNCTIONAL DEVELOPMENT QUERIES CU Custom Record CU_DUP_RSLT Example recommended records if you do not have a custom record NAMES ADDRESSES PERSONAL_PHONE EMAIL_ADDRESSES ADM_APPL_DATA STDNT_ENRL

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM)

FUNCTIONAL DEVELOPMENT – QUERIES (NON-CUSTOM)

FUNCTIONAL DEVELOPMENT QUERIES Recommended prompts PROCESS_INSTANCE EMPLID (if you are not using a custom record/application engine) Recommended expressions None

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM)

FUNCTIONAL DEVELOPMENT – QUERIES (NON-CUSTOM)

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM) CU Custom Fields EMPLID Name Birthdate SF Acct (Student Financials) AY Act (Financial Aid) Matriculated Term Enrollments Application Oper ID Oper. ID Last log-in Oper. ID Last Update Prospect HR Ext_Sys_ID TRSFR Cred Residency-CUDEN Residency-CUSPG Residency-CUBLD Citizenship Visa Selective Service Relationships Emergency Contacts FERPA Veterans Ext_Sys_ID

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM) CU Custom Fields Continued Photo Legal Pres Checklists Communications Comments Svc Indicators Student Groups Honors & Awards Education Test Transcript Text Academic Standing Disabilities & Accommodations Immunizations Classes Instructor Advisor CUX Oprid Process Instance Date. Time

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM)

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM)

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM)

FUNCTIONAL DEVELOPMENT – QUERIES (CUSTOM)

FUNCTIONAL DEVELOPMENT – QUERIES (NON-CUSTOM) Example of some noncustom Fields EMPLID FIRST_NAME MIDDLE_NAME LAST_NAME ADM_APPL_NBR Additional Notes Leave it up to institution to define a list of fields and criteria they want in the query If you want more examples or guidance, please email me at phillip. curry@cu. edu

FUNCTIONAL DEVELOPMENT – PAGELETS Recommended Setup (CUSTOM) Step 1

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 2

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 3

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 3 Example Value Configuration

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 4

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 5

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 5 Name Link

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 5 SF Acct Link

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 5 AY Acct Link

FUNCTIONAL DEVELOPMENT – PAGELETS (CUSTOM) Step 6

FUNCTIONAL DEVELOPMENT – WORKCENTER CONFIGURATION (CUSTOM)

FUNCTIONAL DEVELOPMENT – WORKCENTER CONFIGURATION (CUSTOM)

FUNCTIONAL DEVELOPMENT – WORKCENTER CONFIGURATION (CUSTOM)

FUNCTIONAL DEVELOPMENT – PAGELETS (NON-CUSTOM) Additional Notes Please note the same functional development and configuration would apply for institutions using a non-custom solution If you want more examples or guidance, please email me at phillip. curry@cu. edu

TECHNICAL DEVELOPMENT Menu Component Page Permissions List Security Role Portal Registry Structures Actual Development Time

MIGRATION Migrate the following objects Menu Component Page Permissions List Security Role Portal Registry Structures Queries Pagelets

TESTING

TESTING Post Migration Configuration Testing Steps Troubleshooting common errors Additional Resources (see slide for further details)

TESTING – POST MIGRATION CONFIGURATION Pagelets

TESTING – POST MIGRATION CONFIGURATION

TESTING – POST MIGRATION CONFIGURATION Work. Center Configuration

TESTING – POST MIGRATION CONFIGURATION

TESTING – POST MIGRATION CONFIGURATION

TESTING – TESTING STEPS CU Example – ICSTST CU Campus Community Work. Center Page Work. Center name Pagelet Name Results Deep Link Personalization Update record Refresh

TESTING – TESTING STEPS • CU Campus Community. Work. Center Page

TESTING – TESTING STEPS • Work. Center name

TESTING – TESTING STEPS • Pagelet Name

TESTING – TESTING STEPS • Results

TESTING – TESTING STEPS • Deep Link

TESTING – TESTING STEPS • Personalize

TESTING – TESTING STEPS • Update Record

TESTING – TESTING STEPS • Refresh

TESTING – TROUBLESHOOTING "An error occurred during the use of the query 'U 5_SEL_DUP_RES_WC'. "

PRODUCTION (CLOSING)

PRODUCTION

PRODUCTION

ADDITIONAL RESOURCES People. Books https: //docs. oracle. com/cd/E 40070_01/psft/acrobat/elm 92 eccl-b 0313. pdf You. Tube https: //www. youtube. com/watch? v=g. A 4 leae. Sod. U HEUG Webinars https: //www. heug. org/p/ca/vi/sid=3711

QUICK REFERENCE DOCUMENT EXAMPLE

CONTACT INFORMATION Phillip Curry Senior Business Analyst, CU System phillip. curry@cu. edu

END This presentation and all Alliance 2016 presentations are available for download from the Conference site at www. alliance-conference. com Presentations from previous meetings are also available

THANK YOU!