Maintaining the Message Catalog Business Process Guide

Transcription

1 Maintaining the Message Catalog Business Process Guide June 2004

2 Updates Date Action Page(s) 10/06/03 Last Update 3/21/07 Updated navigation for version /22/07 Updated screen shots for version 8.9. All

3 Table of Contents Maintaining the Message Catalog Overview... 1 Before You Begin... 1 Prerequisites and Assumptions Maintaining the Message Catalog Updating the Message Catalog Record your Change in the Student Records folder Updating the Message Catalog Project... 4 Glossary of Key Terms and Acronyms... 5 i

4 Maintaining the Message Catalog Overview The Message Catalog is where PeopleSoft stores most of the various messages that a user sees when using the system, such as instructions that are shown on Self Service pages, and the various warnings and errors that a user may receive when processing Enrollment Requests. Oftentimes titles and headings shown on various pages are stored in the Message Catalog also. Some messages in PeopleSoft are hard coded onto the particular page (to change these would be a system modification), however many messages are in the Message Catalog, and if the message is in the Message Catalog then it is fairly simple to change the wording of the message so that it will be more helpful or user friendly. Once you have identified a message that you wish to change, the first step is to determine the Message Set and Message Number for that particular message. There are basically two ways you can determine the Message Set and Message Number: 1) Often the system will show these numbers in parentheses when the message is shown, like this (14640, 78). The first number is the Message Set. The second number is the Message Number. 2) A Technical staff person can determine this information using Application Designer. Once you have identified the Message Set and Message Number for the message you need to change, it is very important to keep track of your change in the Student Records folder, and to let the Technical staff know so that they can add the Message to a Project so that your change will be preserved going forward. Message Catalog changes are preserved using a Project similar to how Translate Changes are preserved. NOTE: The message catalog should never be updated directly in the Production environment. All changes should be made in a staging environment and then migrated into Production by a technical staff member. The only exception to this is if it is Early Registration, Grades or Add/Drop and changing a message is detrimental to the students using self service. Before You Begin Prerequisites and Assumptions Before you can successfully perform the Maintaining the Message Catalog process, it is assumed that each of the following conditions has been met: You have access to PeopleTools > Utilities > Use > Message Catalog Document1 Page 1 of 5

5 1.0 Maintaining the Message Catalog First step is to update the Message Catalog. 1.1 Updating the Message Catalog Navigation: Home > PeopleTools > Utilities > Administration > Message Catalog Steps for Completing Updating the Message Catalog 1. Enter the Message Set Number that you need to update. This is a 5 digit number such as Many times when a message is displayed, the Message Set Number as well as the Message Number will be shown in parentheses, like this (14640, 78). If you do not know the Message Set Number, contact your technical support. They should be able to determine the Message Set Number using Application Designer. 2. Click the Search button. Document1 Page 2 of 5

6 3. Click on the Find link and enter the Message Number that you need to update. When you click OK the system will jump to that particular message. 4. Edit the Message Text or the Explanation to say what you want to say. Note: generally if you see a Message where the Message Text is populated but the Explanation is blank, that means that the Explanation for this message is not displayed or used anywhere, so adding text in the Explanation box would not actually be displayed anywhere. You should never edit the Descriptions at the top of the page, or the Message Number or the Severity. These fields have system functions and should not be edited. 5. Save your work. 1.2 Record your Change in the Student Records folder Navigation: S:\Safari_Project\Customizations\Approved WIP\SR Student Records\CW_SR03018 SS Msg Cat.doc Steps for Completing Record your Change in the Student Records folder 6. At the above navigation you will find a Word document that CWU is using to keep track of changes you are making to the delivered Messages. You should always keep track of your changes either in this document, or in a similar one. That way if your changes get wiped out for any reason, you have a backup reference of what you changed. 7. If the Message that you changed is already listed in this document, simply edit the row to reflect your changes. If the Message you changed is not listed, simply insert a row and record your changes. Document1 Page 3 of 5

7 1.3 Updating the Message Catalog Project Steps for Completing Updating the Message Catalog Project In order to make sure your Message changes are preserved going forward, it is essential that you notify technical staff so that they can make sure your change is included in the appropriate Message Catalog Project. Messages are preserved using a Project, similar to how Translate changes are preserved. 8. Let the appropriate technical staff know the Message Set and Message Number that you have edited. Document1 Page 4 of 5

8 Glossary of Key Terms and Acronyms This glossary provides definitions for key terms and acronyms that have been used in this Business Process Guide. Many of these terms have unique definitions when used in the context of this specific business process or PeopleSoft Student Administration functions. Document1 Page 5 of 5