Admissions Prospect Data Entry Screens

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1 Overview This feature was created to shorten the data entry time for entering prospects into SIS. It performs the Search/Match and creates/posts the information to a prospect record in the system. Security for this screen has been added to the following Admissions base roles: ADMALL, ADM1, ADM2, and ADM3. Steps Entering Data 1. Navigate to: Student Recruiting > IU Specific Options > IU Prospect Entry. 2. Enter the First Name, Middle Name, and Last Name. 3. Enter the Country code. You can click to lookup the Country code if you are uncertain which code to use. 4. Enter the Address information, Telephone, Address, and Date of Birth. You can click to select birth date from the calendar pop-up. 5. Select the Gender from the appropriate drop-down lists and select the Ethnic Group. Click to select the Ethnic Group from a list. 6. Enter Citizen of and Citizenship Status or click to lookup the appropriate codes. PeopleSoft Student Training & Support 2007 Indiana University Page: 1

2 7. Click. The program will perform the search/match and display the results at the bottom of the screen. 8. If the individual already has a preexisting prospect record, click Detail next to the appropriate row for that individual. The system will display the IU Prospects page listing information which details which campus the student has data with If you would like to update one of the existing records, click next to the appropriate row for that individual. The system will display the Prospect Data page and show the Bio/Demo Data. You can update the prospect information from this page. 10. If the student has a prospect record for more than one campus, it will display all available options. If you still wish to add a prospect record for another institution, you may select and the prospect data entry screen will be displayed. This displays the IU Prospects data entry page for that student. PeopleSoft Student Training & Support 2007 Indiana University Page: 2

3 11. Values defined in your User Defaults will be inserted as will the default Recruiting Status of Prospect. 12. If you do NOT find a match in the Search/Match results, click to create an entirely new record. This moves you to the prospect data entry screen and inserts default information into the appropriate fields. The ID field will display NEW until the record is saved to the system. PeopleSoft Student Training & Support 2007 Indiana University Page: 3

4 13. Enter the data for this record into the appropriate fields on the page. The three Comm Keys fields can be populated with any communication speed keys you have already defined in your User Defaults. 14. Click. 15. This will show that you have recorded Comm Keys to post to this record. By clicking, the communication keys will be recorded to that record via the Communication Management screens. The Communication Management page will be displayed in a separate window. The pop-up window will display for as many comm keys as you have defined. 16. Click. The communication is recorded for that prospect. Repeat this process for the number of communications you have assigned for this person. If you have entered more than one Comm Key, you will need to click multiple times. Once the data is saved, close the Communication Management window. Once all communications have been recorded, you will be given three options, Post, Review and Cancel. 17. You can click one of three buttons to complete processing. o Click to create and save the prospect record and return the data entry operator to the Bio Demo Data page to begin the process for the next record. o Click to move to the full prospect record in SIS to review and update any additional information prior to saving. Use this if you would like to enter more than one recruiting category for the person. o Click to cancel all data entry thus far for this record and return to the Bio/Demo Data page to proceed to the next record. PeopleSoft Student Training & Support 2007 Indiana University Page: 4

5 NOTE: In the full prospect record this page can be accessed by clicking on the very last tab labeled IU Prospect Post. This option will only appear for those records entered via the data entry screen. 18. Click to create and save the record. A message will be displayed to inform you that the record was saved and provide the EMPLID that has been saved or created. 19. Click. NOTE: For an existing record, Name and NID will not update (via this process) to the panel. Updating this information requires that you click to review the history of the record and update the information via the full Bio/Demo Data page. PeopleSoft Student Training & Support 2007 Indiana University Page: 5