Glossary


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System Terms Category Definition
3C engine 3Cs Allows for automated 3C communications, comments and checklists business processes.  These are triggered by user-defined events and triggers which run the mass change and process the 3C records.
3C group 3Cs Allows for grouping of communication categories, checklist codes and comment categories for processing.
AA Acronym Academic Advising
AAF Reporting/ Processing The Active Analytics Framework which is used to configure Workflow.
AAF Policies Reporting/ Processing The rules and policies that govern the workflow configuration.
Academic Advisement Academic Advisement The module in PeopleSoft Campus Solutions that contains tools to help students track and manage their academic programs and careers.
Academic Career Academic Structure Groupings of all academic work undertaken by a student that the school accumulates into a single student record. Students can be enrolled in more than one career at an institution
Academic Group Academic Structure A College, School or Division within the Institution.  Groups are associated with courses, programs and careers.
Academic Information Recruiting and Admissions Enter and update academic information from external sources, such as transcripts. You can record general and specific external education data such as schools attended, academic summaries, subjects taken, degrees earned or in progress, courses and dates attended, and so on.  Education data is also tied to the person.
Academic Institution Academic Structure A college or university with a separate course catalog, statistics and transcripts.
Academic Interests Recruiting and Admissions Use the Academic Interests page to record a person’s external subject areas of interest.
Academic Level Recruiting and Admissions Applicant’s academic level at the time of application.  This field can impact awarding of financial aid student loans.
Academic Organization Academic Structure Hierarchical administrative unit. Can be linked to courses, academic plans, instructors/advisors for workload calculations.
Academic Plan Academic Structure The field of study or curriculum pursued by the student. Can be a major, minor, concentration or honor.  May be associated to the Academic Career or the Academic Program.
Academic Program Academic Structure An entity that a student applies to, is admitted into, and graduates from.
Academic Structure Academic Structure The module in PeopleSoft Campus Solutions that contains the definition of the the institution and its structure. Required for all processing.
Academic Sub-Plan Academic Structure Specialization or other sub-division within plans.
Account Type Student Financials A category of transactions that all items to be posted. Account types are term specific.
Accounting Date Billing A date on which a transaction is recognized (not entered). Determines the posting period for the general ledger and can only fall in an open accounting period.
Action Item Log Methodology The document used to monitor open items that require follow-up.  Each action is assigned a Due Date and Person Responsible. Team meetings include a review of the Action Item Log.
Action Items Methodology Items that are a result of project meeting or work sessions that require additional follow-up work. These are transferred from Meeting Minutes to the Action Item Log and should be resolved within a week.
Action Reason Recruiting and Admissions Action reasons are associated with the program action and enable the ability to record a brief explanation why the program action took place.
Activity Workflow In PeopleSoft Workflow, a specific transaction that you might need to perform in a business process. Because it consists of the steps that are used to perform a transaction, it is also known as a step map.
AD Acronym Admissions & Recruiting
Add to Favorites Navigation Opens the My Favorites page to add the current page to your list of favorites or pages used most often.
Add/Delete row buttons Navigation The “plus” icon adds a new row immediately following the selected row. The “minus” icon deletes the row on which the cursor is displayed.
Address 1, Address 2, Address 3 Common Freeflow text entry fields that enable you to describe street, street number, apartment number, and other address information.
Address Type Campus Community A field that allows you to have multiple addresses by assigning each to a different type.
Address Usage Campus Community A grouping of address types defining the order in which the addresses are to be used.
Adjustment Calendar Student Financials A set of rules that control how a charge is adjusted on a student’s account when dropping a class or withdrawing from a term.
Administrative Function 3Cs A functional area that processes checklists, communications and comments (the 3 C’s). Identifies the variables that are added to a person’s record that can be traced back to a specific processing event.
Admissions and Recruiting Admissions The module in PeopleSoft Campus Solutions that provides the data and processing to administer recruitment and admissions functions.
Admit Type Recruiting and Admissions Applicant’s type of admission such as New Student, Transfer or Transient
Advanced Search Navigation A search record for a component based on multiple values.
Advisement Report Results Tables Academic Advisement A set of tables in which advisement degree progress results are consolidated. The tables may be used to create queries and customized reports.
Aid Year Activation Financial Aid Financial Aid is processed on an annual basis.  The financial aid office must be able to maintain separate and unique financial aid years throughout the student’s  education. Aid Year is one of the primary key fields on many financial aid tables.  Before any financial aid processing can occur, the student must be “activated” for the Aid Year.  Aid year activation can occur manually or automatically via the ISIR load.
Anticipated Aid Financial Aid Financial aid that has been awarded but not yet disbursed.
Application Center Recruiting and Admissions Use the Application Center field to enter the application center that will process this application. This information helps you track which office is managing specific applications.
Application Evaluation Recruiting and Admissions Assign evaluation codes and committees to an application.  This is often used to track scholarships.
Application Messaging Reporting/ Processing PeopleSoft Application Messaging enables applications within the PeopleSoft Enterprise product family to communicate synchronously or asynchronously with other PeopleSoft Enterprise and third-party applications. An application message defines the records and fields to be published or subscribed to.
Application Method Recruiting and Admissions The method of application such as Common App or CollegeNet.
Application Number Recruiting and Admissions Auto populated internal id number when the application is saved.
AS Acronym Academic Structure
As of Date Common The last date for which a report or process includes data.
Attribute/Value Pair Reporting/ Processing In PeopleSoft Enterprise Directory Interface, relates the data that makes up an entry in the directory information tree.
Authentication Server Reporting/ Processing A server that is set up to verify users of the system.
Authorization/Disbursement Financial Aid Authorization is the process of verifying that all eligibility rules for the aid have been passed for a student.  Disbursement is the actual delivery of the financial aid when all disbursement rules have been met and authorization has been completed.

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Basic Search Navigation Search for a record based on a single value.
Basis of Admission Recruiting and Admissions Maintain the basis for an admission decisions
Billing and Due Date Calendar Student Financials A set of rules that define how due dates are calculated.
Billing Career Student Financials The one career under which other careers are grouped for billing purposes, if a student is active in more than one career.
Billing/Invoice Student Financials Interchangeable terminology used to define the transactions and processes related to creating and viewing a student or corporate invoice or bill.
Bio-Demographic (bio-demo) data Campus Community Basic information about an individual including name, address, telephone number(s), e-mail address, gender, ethnicity and other demographic data.
Bolt-on Methodology A program existing outside PeopleSoft that uses PeopleSoft data to perform a task or produce a report. A Bolt-on may change data in PeopleSoft tables.
Branch Reporting/ Processing A tree node that rolls up to nodes above it in the hierarchy, as defined in PeopleSoft Tree Manager.
Breadcrumbs Navigation The navigation shown across the top of the workspace that allows for backwards and forward navigation from any point in the navigation path.
Bubble UPK The frame that contains the information to perform the step.
Business Activity Workflow The name of a subset of a detailed business process. This might be a specific transaction, task, or action that you perform in a business process.
Business Area Expert (BAE) Methodology A person who has the required business knowledge to participate in team activities to assist in decision making in configuration of the new system. May also be called an SME (subject-matter expert)
Business Process Methodology A set of steps to accomplish a specific task.
Business Process Guide Methodology Documents key business processes with diagrams where appropriate.
Business Task Workflow The name of the specific function depicted in one of the business processes.
Business Unit Student Financials An identification code that represents a high-level organization of business information. You can use a business unit to define regional or departmental units within a larger organization.

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Calculations Common Included in the processes and page displays are built-in calculations performed against the data to determine time frames, amounts to be paid or refunded and similar calculated amounts.
Calendar Icon Navigation The icon used to open a calendar to select a date for the associated date field.
Campus Academic Structure Separate physical administrative unit belonging to an institution. Campuses can have multiple locations.
Campus Community Campus Community The module in PeopleSoft Campus Solutions that provides information on the individuals associated with the university.
Campus Solutions System Component The PeopleSoft Product Line that contains the applications and data necessary to maintain the student records of the Institution.
Category 3Cs A grouping to which comments or communications may be assigned. Linked to 3C access groups to assign data-entry or view-only pages.
CC Acronym Campus Community
Change Control Methodology Activities that surround changes to the project plan that can affect cost, schedule or functionality. Change control may also mean the procedures and documentation used to manage technical development or changes.
Change Management Methodology Activities that include the communication about the project, training of end-users, and managing resistance of the community’s acceptance of the change.
Change of major Academic Advisement This terminology will replace former “ETM” terminology. Students entering the University summer 2015 or later will be able to declare and/or change their majors, through an online application, as soon as they are qualified. This process will not be linked to a “pool” semester. (See also “Declaring a major”)
Change Request Methodology A document that requests a change in scope after issues have moved through the analysis stage without resolution.  Project Managers and the Steering Committee must sign off on change requests.
Channel System Component Email, chat, voice or generic event when using Multi-Channel framework.
Charge Priority Student Financials Indicator that determines how payments are allocated to charges.
ChartField Billing A field that stores a chart of accounts, resources, and so on, depending on the PeopleSoft Enterprise application. ChartField values represent individual account numbers, department codes, and so forth.
Check Box Navigation A box which may be clicked on or off to indicate the value of a Yes/No field.
Checklist Code 3Cs A code representing a list of planned or completed action items that can be assigned by staff, volunteer or unit.
City Common Name of city for address.
Class Student Records Anl offering of a course component within an academic term.
Class Fee Student Financials A fee attached at the section level.
Clearance Contributor Relations A period of time during which a constituent is approved for involvement in an initiative or action. This prevents multiple requests to a constituent during the same time period.
CM Acronym Change Management
Cohort Recruiting and Admissions The highest level of the three-level structure to define enrollment management.
Collapse Section Navigation A downward-facing arrow that allows you to close a section of data in order to hide it on the page.
Collection Reporting/ Processing To make a set of documents available for searching in Verity, you must first create at least one collection. A collection is set of directories and files that allow search application users to use the Verity search engine to quickly find and display source documents that match search criteria. A collection is a set of statistics and pointers to the source documents, stored in a proprietary format on a file server. Because a collection can only store information for a single location, PeopleTools maintains a set of collections (one per language code) for each search index object.
Comments 3Cs Free-flow text entry that enables you to add comments.
Commonwealth Campuses Penn State Penn State’s undergraduate colleges outside of University Park.
Communication Key 3Cs A code to enter a combination of communication category, communication context, communication method, communication direction and standard letter code. Also called comm keys or speed keys. May be created for background processes.
Communications 3Cs A method to track incoming or outgoing communications (letters, faxes, phone calls,
Component Navigation The lowest level of organization on the menu. This is the page used for data entry, review or to initiate a process or report.
Component Interface Reporting/ Processing A component interface is a set of application programming interfaces (APIs) that you can use to access and modify PeopleSoft Enterprise database information using a program instead of the PeopleSoft client.
Concept Pane UPK Area where additional information about the process is provided.
Configurable Setup Values that are defined through configuration (set-up tables) as opposed to customization (adjusting system code).
Configuration Guide Methodology Captures decisions from IDP sessions regarding design of prototypes.
Configuration Parameter Catalog Reporting/ Processing Used to configure an external system with PeopleSoft Enterprise. For example, a configuration parameter catalog might set up configuration and communication parameters for an external server.
Constraint Reporting/ Processing A business policy or rule that affects how a sourcing event is awarded. There are three types of constraints: business, global, and event.
Content Reference Reporting/ Processing Content references are pointers to content registered in the portal registry. These are typically either URLs or iScripts. Content references fall into three categories: target content, templates, and template pagelets.
Context 3Cs An instance of a comment or communication. Multiple contexts may be assigned to a category that may be assigned to 3C access groups to assign data-entry or view-only access to the 3Cs.
Context Reporting/ Processing In PeopleCode, determines which buffer fields can be contextually referenced and which is the current row of data on each scroll level when a PeopleCode program is running.
Contingency Plan Methodology Provides recommendations of alternatives if production cutover cannot be completed.
Contributor Relations Contributor Relations The PeopleSoft module that contains the data and pages necessary to manage donors.
Control Table Reporting/ Processing Stores information that controls the processing of an application. This type of processing might be consistent throughout an organization, or it might be used only by portions of the organization for more limited sharing of data.
Conversion Strategy and Plan Methodology Provides data conversion approach and details.
Correction Mode Navigation A mode of access to data that allows the user to overwrite data (erasing the historical data).  Must be used judiciously.
Country Common Country for address. Other address fields will be adjusted to reflect Country choice. Select a country from the list of valid values and press TAB to move through the field. The system automatically displays the appropriate address fields using the standardized address formats previously set up in the Country Table. Enter the appropriate address data in the fields that appear.
Course Student Records A course offered by a school that is typically described in the course catalog. It has a standard syllabus and credit level and may be delivered in different formats.
Course Fee Student Financials A fee attached at the catalog level that applies to all sections of the offering.
Course List Academic Advisement One or more classes students may take to satisfy degree requirements.
Course List Student Financials One or more classes grouped together often used to calculate fees or assign a third party contract.
Course Share Set Academic Advisement
Student Records
A code to define a set of requirement groups which share courses. Use in Academic Advisement to define degree requirements. Used by Student Records to define requisites.
Credit History Student financials A process that assigns outstanding charges for one or more students or organizations to aging categories.
Crystal Reports System Component A third-part program which may be used to format results from a PeopleSoft query so that the formatting is retained each time the results are run.
Customer/Corporate Account Student Financials Detailed transactions posted to customer or corporate accounts, organized by account type and account term.
Customization Methodology A change to delivered PeopleSoft program code. Customizations are only used when no other choices are available and must be carefully maintained.
Customization Strategy and Plan Methodology Details the customization inventory and approach.
Cutover Plan Methodology Plan with tasks to be completed prior to go-live.

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Data Conversion Methodology Extraction of data from legacy sources to load into new system database.
Data Cube Reporting/ Processing In PeopleSoft Analytic Calculation Engine, a data cube is a container for one kind of data (such as Sales data) and works with in tandem with one or more dimensions. Dimensions and data cubes in PeopleSoft Analytic Calculation Engine are unrelated to dimensions and online analytical processing (OLAP) cubes in PeopleSoft Cube Manager.
Data Elements Reporting/ Processing Data elements, at their simplest level, define a subset of data and the rules by which to group them.
Data Warehouse System Component A database that serves as a repository for data extracted from many different sources.  Reports can be written from the data.
Data Warehouse Strategy and Plan Methodology Details the data warehouse approach.
Database Instance Methodology A version of the database. On a project there are typically separate instances for IDP, Configuration, Testing, Development and Production. Additional instances may be added as needed.
Dataset Reporting/ Processing A data grouping that enables role-based filtering and distribution of data. You can limit the range and quantity of data that is displayed for a user by associating dataset rules with user roles. The result of dataset rules is a set of data that is appropriate for the user’s roles.
Decision Log Methodology Used to capture decisions and their outcomes that require approval outside of the Project Team. Team leads or Project Managers may log the decisions. Project Managers then outline the decision path and monitor to ensure that the decisions are resolved.
Declaring a major Academic Advisement This terminology will replace former “ETM” terminology. Students entering the University summer 2015 or later will be able to declare and/or change their majors, through an online application, as soon as they are qualified. This process will not be linked to a “pool” semester. (See also “Change of Major”)
Default Navigation Data that is automatically populated from another source in the system.
Deployment Plan Methodology Details how the system will be rolled out to end users.
Description Navigation Freeflow text that describes what you are defining.
Detailed Business Process Workflow A subset of the business process. For example, the detailed business process named Determine Cash Position is a subset of the business process called Cash Management.
Development Log Methodology Used to track approved development items. Team Leads, Technical Leads or Project Leads create the development requests. All requests must be approved by the Project Managers before work begins on the development request. Modifications and Extensions require approval by the PMO and the appropriate Governance Committee.
Dimension Reporting/ Processing In PeopleSoft Analytic Calculation Engine, a dimension contains a list of one kind of data that can span various contexts, and it is a basic component of an analytic model. Within the analytic model, a dimension is attached to one or more data cubes. In PeopleSoft Cube Manager, a dimension is the most basic component of an OLAP cube and specifies the PeopleSoft metadata to be used to create the dimension’s rollup structure. Dimensions and data cubes in PeopleSoft Analytic Calculation Engine are unrelated to dimensions and OLAP cubes in PeopleSoft Cube Manager.
Directory Information Tree Reporting/ Processing In PeopleSoft Enterprise Directory Interface, the representation of a directory’s hierarchical structure.
Division Recruiting and Admissions The lowest of the three-level grouping structure to manage enrollment. It may be linked to one of the other levels: cohort or population.
Do It! UPK Button to open a small window with the process steps.  It is intended to sit on top of the Oracle application as a guide through the process. Mouse clicks move from step to step in the process and the displayed step can be performed in the online application.
Document Sequencing Reporting/ Processing A flexible method that sequentially numbers the financial transactions (for example, bills, purchase orders, invoices, and payments) in the system for statutory reporting and for tracking commercial transaction activity.
Drop-down List Navigation Provides access to the values that can be used in the field. These are defined as part of configuration and provide consistency in data entry which makes reporting on system data much easier.
Dynamic Detail Tree Reporting/ Processing A tree that takes its detail values—dynamic details—directly from a table in the database, rather than from a range of values that are entered by the user.

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ECM (Enterprise Content Management) System Component Manages the documents that need to be scanned into the system and will be tied to the Line of Business solution so that information will be accessible as needed.
Edit Field Navigation A field on the page where data is entered to be saved or processed.
Edit Table Navigation A table in the database that has its own record definition, such as the Department table. As fields are entered into a PeopleSoft Enterprise application, they can be validated against an edit table to ensure data integrity throughout the system.
Effective Date Common A method of dating information in PeopleSoft Enterprise applications. You can predate information to add historical data to your system, or postdate information in order to enter it before it actually goes into effect. By using effective dates, you don’t delete values; you enter a new value with a current effective date. This date also determines when you can view and change the information. Pages or panels and background processes that use the information use the current row.
eLion Penn State Penn State’s web-based access for students, faculty and staff. Current and Prior Penn State Student portal.  https://elion.psu.edu/
eLiving Penn State Housing Portal for students.  http://www.eliving.psu.edu/
EmplID Common Unique identifier for each person entered into Campus Solutions.
End to End Testing Methodology Testing that begins at the start of a series of related business processes and continues through its logical conclusion. For example, testing might begin with the admissions processes and follow a test student through graduation processing.
End User Training and Support Plan Methodology Defines end user training needs and approach.
Enrollment Cancellation Student Financials A process that evaluates the relationship between unpaid charges and the due dates on those classes, and then drops students from class based on user-defined parameters.
Entrance-to-major/ETM Academic Advisement The terminology associated with the process whereby students enter their majors during their pool semesters, spring of their sophomore year. Most students entering the University prior to summer 2015 will use this process. Students entering the University in summer 2015 or later will be able to declare and/or change their majors as soon as qualified, through an online application.
Equation Engine Student Financials A powerful delivered technical tool that facilitates calculating fees and waiver based on formulas, rather than just criteria.
Equation Variable Student Financials A user-defined code used by tuition calculation to calculate fees and waivers.
Equity Item Limit Financial Aid The amount of funds the institution allows to be awarded with discretionary or gift funds.  This may be reduced by amounts equal to EFC or parent contribution.Students are packaged by equity item type or related equity item types.
ERP Common An acronym for Enterprise Resource Planning.  Typically refers to a suite of business software, in this case PeopleSoft Campus Solutions.
Event Reporting/ Processing A predefined point either in the Component Processor flow or in the program flow. As each point is encountered, the event activates each component, triggering any PeopleCode program that is associated with that component and that event. Examples of events are FieldChange, SavePreChange, and RowDelete.
In PeopleSoft Enterprise Human Resources, also refers to an incident that affects benefits eligibility.
Executive Committee Project Team Provides oversight, guidance and approval for major elements of the project. Reviews scope, plans and budget.
Executive Dashboard Methodology Produced by the Project Managers, approved by the Project Director and submitted to the Executive and Steering committees.
Executive Sponsors Project Team Approves the project scope, strategies and plans. Has the highest sponsorship of the project.
Expand Section Navigation An arrow facing right that allows you to open a section of data in order to see it on the page.
External Organizations Common Schools, businesses, or non-profit organizations that do business with an institution.

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FA Acronym Financial Aid
Favorites Navigation A menu that allows the user to add favorite pages for easy access.
FERPA Acronym Family Education Rights and Privacy Act.
Field Navigation An area on a page that displays or requires data.
Financial Aid System Component The module in PeopleSoft Campus Solutions that contains the data and pages necessary to administer financial aid processes.
Financial Aid Term Financial Aid PeopleSoft Financial Aid captures and maintains academic details for each financial aid applicant on the Financial Aid (FA) Term table.  FA Term can represent actual enrollment data for a given term of enrollment for the student or projected enrollment data. FA Term data is used to establish a student’s budget as well as awards.
Fit/Gap Methodology A review of the new software in conjunction with current business processes to determine what may be accomplished with the new system. Gaps may exist between what the software offers and what the institution requires. Afterwards, an analysis of the methods to close the gap is conducted and the final requirement is developed.
Fit/Gap Analysis Methodology Describes mission critical gaps, as identified in the Preliminary Fit/Gap Analysis including priority, estimated effort, and recommended strategy to fill gaps.
Flat File Reporting/ Processing A text file used to load data into Campus Solutions.
Format Using Common Select the country with name format appropriate for this person. The system will display the appropriate fields for this format in the Person Name group box.
Functional Specifications Methodology Describes functional specifications for customizations, custom reports, interfaces, and other software modifications.

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General Materials Recruiting and Admissions Maintain interviews, auditions, portfolios and other materials for applications
Generic Process Type Reporting/ Processing In PeopleSoft Process Scheduler, process types are identified by a generic process type. For example, the generic process type SQR includes all SQR process types, such as SQR process and SQR report.
Gift Table Contributor Relations A table (donor pyramid) that describes the number and size of gifts expected to be needed to complete a campaign. You can estimate the number of donors and prospects you need at each gift level to reach the campaign goal.
GL Business Unit Student Financials Abbreviation for General Ledger Business Unit. It is an independent entity for accounting purposes and maintains its own set of books.
GL Interface Process Student Financials A process that generates accounting entries that are sent from the Student Financials module to a general ledger.  Item types are mapped to specific GL accounts, allowing transactions to move when the process is run.
Go-Live Methodology The moment in time when the new functionality is accessible by the SIS consumers.
grid header Navigation An area on a page that displays rows of data.
Grid Header Navigation The header row within a grid. It displays the name of the grid and has links to sort the data for display within the grid.
Group Box or Section Navigation A box around data elements on a page to group them together.

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Home Navigation Closes the current component and menus and clears the workspace. If there is unsaved data, a prompt to save will appear.
Home Page Navigation The landing page which is displayed after logging into the LOB solution.
HTML Access Navigation Access to the system via the web.
Hyperlink Navigation Accesses a secondary page.  The hyperlinks that appear at the bottom of a page provide a way to move from tab to tab without returning to the top of the page.

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IDP Agenda Methodology Provides detailed agendas for all IDP sessions to include session name, date, time, etc.
IDP Calendar Methodology Displays the overall project IDP Calendar for all business areas
IDP Minutes Methodology Provides details on the items discussed in the IDP meetings.
Individual Status Report Methodology Submitted by individual team members each week detailing the work on the project during that week and pointin out any issues or risks.
Inquiry Access Navigation A type of security that gives the user view-only access to the PeopleSoft pages.
inquiry Pages Navigation Processed data is available on inquiry pages that allow a view of the information to be displayed quickly without running reports or asking another person to obtain the information.
Integration Common A relationship between two integration points that allow them to communicate with each other.
Integration Reporting/ Processing A relationship between two compatible integration points that enables communication to take place between systems. Integrations enable PeopleSoft Enterprise applications to work seamlessly with other PeopleSoft Enterprise applications or with third-party systems or software.
Integration Point Reporting/ Processing An interface that a system uses to communicate with another PeopleSoft Enterprise application or an external application.
Integration Set Reporting/ Processing A collection of integrations used by applications for the same business purpose.
Interactive Design and Prototyping (IDP) Methodology Sessions to: Analyze the business process; Make decisions about how to use the solution in the business process; make decisions on configuration; discuss other items related to the process (reports, interfaces, conversions); and find any gaps between the business process and the software solution. The outcome is the Detailed Fit/Gap analysis
Interface Common A computer program written to transfer data from one system to another.
Interface Strategy and Plan Methodology Details the interface inventory and approach.
ISIS Penn State The name of the legacy student system that manages admissions applications, billing and accounts, financial aid awarding, course scheduling, transcripts and avising records.
Issue Log Methodology The document used to track project issues.  Issues may be logged by the Team Leads or the Project Managers. Project managers will assign to appropriate team members and track to closure.
Issue Strategy Session Methodology Meetings to discuss strategies to resolve an issue. Called by the Project Manager, these meetings are attended by all affected parties including Project Team Members.
Issues Methodology Items that create an impediment to current project activities. These are submitted by Project Team Members to the Project Manager who records the problem on the Issues Log. These are discussed at Project Team and Project Weekly Status meetings and may be escalated to the Steering Committee if needed.
Item Type Student Financials A unique numeric value set up to capture every charge, payment, financial aid, refund, waiver, write-off, application fee, deposit fee, etc. posted in the system.  Each item type stores unique information regarding posting limits, payment priority and charge priority rules, as well as specific budget information related to the debit and credit accounting entries that will be generated when the item type is used.

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Joint Communication 3Cs A communication addressed jointly to two or more people.
Jump-In Menu UPK An arrow displaying a menu of points within the topic where it can be started (as opposed to starting from the beginning).

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Keyword Navigation A term linked to particular elements in Student Financials, Financial Aid, and Contributor Relationships to link to specific elements. May use  for search criteria.
Know It! UPK Button to be tested on the topic, performing the steps with very little instructions.  Percentage of correct steps appears at the completion of the process.

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Last Run On Reporting/ Processing The date that a report or process was last run.
Launch Page Common A page in the system from which one or more activities is launched.
Legacy System Common The system currently in place that is being replaced.
List of Valid Values Navigation A list of choices that are valid for the selected field.
Locations Campus Community A value that indicates different addresses for a institution.  Also used in class schedule to idenfity different sites where classes are offered for a particular campus.
Look Up Icons Navigation Click on the magnifying glass icon to access a look up page to enter data and search for the appropriate value. The displayed values come from setup or other tables in the system and provide consistency in data entry.

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Mass Change Reporting/ Processing A SQL generator that can be used to create specialized functionality. Using mass change, you can set up a series of Insert, Update, or Delete SQL statements to perform business functions that are specific to the institution.
Matriculate Recruiting and Admissions After you matriculate a person, the system creates a record in Student Records. All fields on this page are unavailable because to access the information you need access to pages in Student Records. Therefore, if you must make a change to this person’s record after matriculation, you must do so through Student Records.
MCF Server Reporting/ Processing Abbreviation for PeopleSoft MultiChannel Framework server. Comprises the universal queue server and the MCF log server. Both processes are started when MCF Servers is selected in an application server domain configuration.
Meta-SQL Reporting/ Processing Meta-SQL constructs expand into platform-specific SQL substrings. They are used in functions that pass SQL strings, such as in SQL objects, the SQLExec function, and PeopleSoft Application Engine programs.
Metastring Reporting/ Processing Metastrings are special expressions included in SQL string literals. The metastrings, prefixed with a percent (%) symbol, are included directly in the string literals. They expand at run time into an appropriate substring for the current database platform.
Modification Methodology A change to delivered PeopleSoft program Code. Usually used interchangably with Customization. Modifications and Customizations are generally used if no other alternatives are possible.
Module System Component A group of processes that are related to each other and cover a specific functionality.
Module UPK The top level of the outline. Represented by a purple book.
My Penn State Penn State Admissions Portal for Future Penn State Students.  https://admissions.psu.edu/MyPennState/index.cfm/login/index

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National ID Campus Community Identification code used by countries to track information on their residents for payroll, identification, benefits, and other purposes. For example, for US residents this would be their Social Security Number; for German residents it would be their Social Insurance Number, and for UK residents it would be their National Insurance Code.
Navigation Controls Navigation Controls that appear in the header bar of a section which allow for navigation and viewing of multiple records.
Need Financial Aid The difference between the cost of attendance (COA) and expected family contribution (EFC).
Node-oriented Tree Reporting/ Processing A tree that is based on a detail structure, but the detail values are not used.
Notification Plan Recruiting and Admissions The admission plan such as Early Decision, Early Action or Regular Admission

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Operator Navigation A comparison value used with a search value to limit the matching results that are returned on a search page, Examples are “equal to,” “begins with,” or “contains.”
Operator Defaults Navigation An individual user’s personal defaults for pages.
Oracle System Component Vendor of the Oracle database, the company that acquired PeopleSoft in 2004.

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Page Navigation A screen on which data is displayed or entered.
Pagebar Navigation A set of icons at the top of each page that links to other helpful places in the system while working with on a page.
Pagelet Navigation Each block of content on the home page is called a pagelet. These pagelets display summary information within a small rectangular area on the page. The pagelet provide users with a snapshot of their most relevant PeopleSoft Enterprise and non-PeopleSoft Enterprise content.
Parallel Testing Methodology A replication of the same processes in the legacy system and Campus Solutions. Comparisons of the results validate the configuration, setup and ability of the new system to process data.
Payment Overall Priority Student Financials A set of rules that define the order of payment allocation when payments do not fully cover all eligible charges.
Payment Shuffle Student Financials A process to allow payments previously posted to a student or corporate account to be reapplied automatically when a higher payment is posted or the definition of the payment allocation is changed.
PeopleCode Reporting/ Processing PeopleCode is a proprietary language, executed by the PeopleSoft Enterprise component processor. PeopleCode generates results based on existing data or user actions. By using various tools provided with PeopleTools, external services are available to all PeopleSoft Enterprise applications wherever PeopleCode can be executed.
PeopleSoft System Component The originator of the Campus Solutions software application. Acquired by Oracle.
PeopleSoft Pure Internet Architecture Network The fundamental architecture on which PeopleSoft 9 applications are constructed, consisting of a relational database management system (RDBMS), an application server, a web server, and a browser.
Performance Testing Methodology A test of the system by running a large volume of data to test that the system resources have been adequately allocated to process the predicted volume level when deployed.
Personal Portfolio Records A user-accessible menu item that displays a students name, address, phone, and other personal information.
Population Recruiting and Admissions The middle level of the three tiered classification structure. It can be linked to other levels and can be used for reporting.
Portal System Component The webpage that provides the entry point to all components of the solution.
Portal Registry Reporting/ Processing In PeopleSoft Enterprise applications, the portal registry is a tree-like structure in which content references are organized, classified, and registered. It is a central repository that defines both the structure and content of a portal through a hierarchical, tree-like structure of folders useful for organizing and securing content references.
Postal Code (also Postal) Campus Community Postal code for address. In the US, the ZIP code.
Primacy Number Financial Aid A number used by the system to prioritize financial aid applications when students are enrolled in multiple academic careers or programs
Primary Name Student Records The name type that links the name at the top level to the lower set of names
Print It! UPK Button to generate a printed copy of the steps to complete the process in one of two predetermined styles: system process or job aid.  In addition it can be predetermined whether the document will be in a Word or PDF document.
Problem Incidents Methodology These are items that are identified during testing when the actual result does not match the expected results.  The incidents are recorded by the Test Coordinator and will be assigned.  The open incidents are discussed at Testing Status meetings and are escalated to the Issues Log if they cannot be resolved.
Process Category Reporting/ Processing In PeopleSoft Process Scheduler, processes that are grouped for server load balancing and prioritization.
Process Definition Reporting/ Processing Process definitions define each run request.
Process Frequency Group Box Reporting/ Processing Designates the appropriate frequency in the Process Frequency group box: Once executes the request the next time the background process runs. After the background process runs, the process frequency is automatically set to Don’t Run. Always executes the request every time the background process runs. Don’t Run ignores the request when the background process runs.
Process Instance Reporting/ Processing A unique number that identifies each process request. This value is automatically incremented and assigned to each requested process when the process is submitted to run.
Process Job Reporting/ Processing You can link process definitions into a job request and process each request serially or in parallel. You can also initiate subsequent processes based on the return code from each prior request.
Process Monitor Reporting/ Processing Click this button to access the Process List page, where you can view the status of submitted process requests.
Process Request Reporting/ Processing A single run request, such as a Structured Query Report (SQR), a COBOL or Application Engine program, or a Crystal report that you run through PeopleSoft Process Scheduler.
Process Run Control Reporting/ Processing A PeopleTools variable used to retain PeopleSoft Process Scheduler values needed at runtime for all requests that reference a run control ID. Do not confuse these with application run controls, which may be defined with the same run control ID, but only contain information specific to a given application process request.
Processes Reporting/ Processing The software provides standard processing capability that calls data from tables and uses it to produce reports and makes it available to other tasks.
Program Action Recruiting and Admissions Program actions are predefined on the Admissions Action set up table and should not be modified, however, they are changeable when making a transaction.
Program Number Recruiting and Admissions Students can apply to multiple programs within one career.
Program Status Recruiting and Admissions Program statuses are predefined as a translate value and are associated with the program actions.  Financial Aid, Student Records, and Student Financials uses this status versus the specific program action.
Program/Plan Stack Records An effective dated history of all changes made on a student’s program including  matriculation, program/plan changes, leaves, and graduation.
Project Charter Methodology Details Project project foundation information, project management, communication and professional development strategies and plans, and technical strategies and preliminary plans
Project Director Project Team Provides overall leadership for the project.
Project LionPATH Penn State The name of the project to replace the student system.
Project LionPATH SharePoint Methodology The document repository designated for all project-related documents.
Project Management Office (PMO) Project Team Provides day-to-day leadership of the project. Makes decisions not impacting scope, budget, and/or timeline.
Project Management Report Methodology Compiled by the Project Managers based on the Team Status reports and submitted to the Project Director.
Project Quality Review (PQR) Methodology A CCI Quality Assurance specialist reviews the project management procedures and effectiveness. These will occur at various times throughout the project.
Project Status Report Methodology Describes status of project schedule and milestones, issues and projected activities
Project Team Leads Project Team Penn State staff with level of experience and knowledge to make most configuration decisions. Each Penn State Team lead is paired with a CCI consult with experience in the module.
Project Work Plan Methodology Describes project schedule and milestones, tasks, and required resources based on the Scope Confirmation Report and Work Breakdown Structure.
Prospect Contributor Relations An individual or organization who ls likely to make a contribution or commitment.
Prospect Recruiting and Admissions A student who is interested in applying for admission to the University.
Prototype Methodology Database configured to represent unique sets of data and key business processes in scope based on IDP decisions.
Pushbutton Navigation Performs an action on the page using the data that was entered.  For example, Next in List refreshes the page with information on the next record in the search list.

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Quality Assurance Report Methodology Identifies potential risks and suggestions for mitigation. The review also acknowledges achievements and successes and recommends actions for continued success.
Query Reporting/ Processing A reporting tool within PeopleSoft that allows for running ad-hoc reports against the data in the database.

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Rating Components Reporting/ Processing A variable used in Equation Editor to retrieve a specific population.
Readiness Assessment Methodology Interviews with Executive Sponsors, Steering Committee and LionPATH project director and technical lead to determine the strengths and opportunities in undergoing the implementation.
Readiness Assessment Findings Methodology Summarizes the findings of the readiness assessment.
Recnane Reporting/ Processing The name of a record that is used to determine the associated field to match a value or set of values.
Recognition Contributor Relations A data element to indicate that the donor is the primary donor or if he/she shares commitment.
Record Common In a relational database, a construct used to define a set of logically related values stored in a database.  Also refered to as a “table”.
Record Group Reporting/ Processing A set of logically and functionally related control tables and views. Record groups help enable TableSet sharing, which eliminates redundant data entry. Record groups ensure that TableSet sharing is applied consistently across all related tables and views.
Recruiting Category Recruiting and Admissions Classifications of application populations.  For example, International Students.
Referral Source Recruiting and Admissions Original source of prospect or application record.
Regression Testing Methodology Testing to ensure that processes continue to run successfully after changes are made to related programs.
Remote Data Source Reporting/ Processing Data that is extracted from a separate database and migrated into the local database.
Report ID Reporting/ Processing Identifies a report in Report Manager. Click this button to access the Report List page, where you can view report content, check the status of a report, and see content detail messages (which show you a description of the report and the distribution list).
Reporting Strategy and Plan Methodology Defines the reporting needs of the institution and the tools that will be used to create, deliver and secure those reports.
Request ID Reporting/ Processing A request identification that represents a set of selection criteria for a report or process. Run Click this button to access the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format.
Required Field Navigation Identified by an asterisk (*). The page cannot be saved or processed without this data.
Reversal Indicator Student Financials A variable that indicates if a payment has been reversed.
Risk Log Methodology Used to capture identified risks to the project. Team Leads or Project Managers may log the risks. Project Managers will facilitate mitigation and contingencies for each risk and put them into place when needed.
Role Security Used to assign access to a group of related pages or processes. Users are typically assigned one or more roles which grant them access to perform their tasks.
Role Workflow Describes how people fit into PeopleSoft Workflow. A role is a class of users who perform the same type of work, such as clerks or managers. Your business rules typically specify what user role needs to do an activity.
Role User Workflow A PeopleSoft Workflow user. A person’s role user ID serves much the same purpose as a user ID does in other parts of the system. PeopleSoft Workflow uses role user IDs to determine how to route worklist items to users (through an email address, for example) and to track the roles that users play in the workflow. Role users do not need PeopleSoft user IDs.
Roll Up Reporting/ Processing In a tree, to roll up is to total sums based on the information hierarchy.
Run Control Reporting/ Processing A run control is a type of online page that is used to begin a process, such as the batch processing of a payroll run. Run control pages generally start a program that manipulates data.
Run Control ID Reporting/ Processing A unique ID to associate each user with his or her own run control table entries.
Run Date Reporting/ Processing The date that a process was run or a report was generated.
Run Time Reporting/ Processing The time that a process was run or a report was generated.

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Scope Change Methodology Any change in activities that are not outlined in the original project scope and plan.
Scope Confirmation Report Methodology Describes project scope based upon Preliminary Fit/Gap Analysis findings.
Scroll Section Navigation A grouped section with multiple rows that requires scrolling to view all of the records. These sections typically contain add and delete buttons.
Search Query Navigation You use this set of objects to pass a query string and operators to the search engine. The search index returns a set of matching results with keys to the source documents.
Search value Navigation A full or partial entry in a search field used to search for a system record.
Search/Match Common A feature that enables you to search for and identify duplicate person records in the database.
Season Address Student Records An address that recurs for the same period of time untl adjusted or deleted.
Section UPK A further division of the outline to organize the topics. Nested underneath the module.
Security Profile Security A group of permissions assigned to a group or individual that determine what can be accessed in the system.
Security Strategy and Plan Methodology Details security approach, configuration, and maintenance.
Security Testing Methodology A test to determine that the roles and permissions lists in security are correct so that end users can perform day-to-day activities.
See It! UPK Button to view the process in a view-only mode.  All steps are performed on the screen without interaction.
Self-Service (Faculty) System Component A set of pages where faculty can review course information, class schedules, class rosters, and enter grades on grade rosters.
Self-Service (Student Services) System Component A set of pages that allows administrative personnel access to basic information about a student and his/her academic record.
Self-Service (Student) System Component A set of pages where students can view their academic information and update contact and biographical information.
Self-Service Advisor Center System Component A set of pages where advisors can  review their advisees academic and contact  information
Service Impact Common The action triggered as a result of a service indicator applied to a student’s record.
Service Indicator Common An icon that appears on the Student Services Center and on other pages to indicate whether the student is OK to process,  whether holds have been placed on the account or whether the student requires special processing. Positive indicators are identified by a star; negative indicators are represented by a circle with a slash icon.
Session Contributor Relations The means to validate a gift, pledge, membership or adjustment data entry. It controls access to a specific user ID. Sessions must be balanced, queued and posted to the financial system in order to enter matching gifts or pledge payments, to make an adjustment or to process giving clubs or acknowledgements.
Session Student Records A timeframe within a term where classes are offered and students are enrolled.
SetID Setup An identification code that represents a set of control table information. SetIDs enable the sharing of a set of control table information across two or more Business Units.
SEVIS Acronym Student and Exchange Visitor Information System
SF Acronym Student Financials
Short Description Navigation Free-flow text up to 10 or 15 characters depending on the context.
Single Sign-on Network With single sign-on, users can, after being authenticated by a PeopleSoft Enterprise application server, access a second PeopleSoft Enterprise application server without entering a user ID or password.
Sourcing Objective Reporting/ Processing For constraints, the option to designate whether a business rule is required (mandatory) or is only recommended (target).
Special Mission Campuses Penn State Includes The Dickinson School of Law of the Pennsylvania State University, Penn State Great Valley School of Professional Graduate Studies, Penn State Hershey Medical Center/School of Medicine, Pennsylvania College of Technology.
SR Acronym Student Records
Standard Letter Code 3Cs A data code to identify a letter to be generated
State (also Province) Common State (Province) for address. The label will change based on the country selected for formatting.
Steering Committee Project Team Makes decisions not impacting scope, budget, and/or timelines.
System Integration Testing (SIT) Methodology The testing of each system component with its inter-relationships to other systems and third-party components.

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TableSet Setup A means of sharing similar sets of values in control tables, where the actual data values are different but the structure of the tables is the same.
TableSet sharing Setup Shared data that is stored in many tables that are based on the same TableSets. Tables that use TableSet sharing contain the SETID field as an additional key or unique identifier.
Tabs Navigation Folder tabs at the top of a displayed page that allow movement between pages in a component. The tab for the page currently being used is displayed in a darker color.
Talisma Penn State Customer Relationship Management tool used by Outreach and Undergraduate Admissions.
Tax Authority Student Financials An element that combines a description and tax percentage with an account type, item type  and a service impact.
TE Acronym Technical
Team Status Reports Methodology Compiled by the Team Leads from the individual status reports and submitted to the Project Managers.
Technical Assessment Report Methodology Summarizes client’s readiness strengths, areas in need of attention, and sets forth recommendations.
Technical Specifications Methodology Details technical requirements and design for customizations, modifications, custom reports, and interfaces.
Template BI Publisher An RTF document to provide a formatted report using data in from an XML file. Used for transcripts, Degree Progress Reports, Bills, Letters and custom reports.
Template Setup A template is HTML code associated with a web page. It defines the layout of the page and also where to get HTML for each part of the page. In PeopleSoft Enterprise, you use templates to build a page by combining HTML from a number of sources. For a PeopleSoft Enterprise portal, all templates must be registered in the portal registry, and each content reference must be assigned a template.
Term Common Summer, Spring, Fall etc.
Term Activation Student Records A process that creates a term record for an individual or a large group of students. Term activation is a required for tuition calculation and enrollment.
Term Fees Student Financials Fees that are calculated based on students’ enrollment status.
Test Results Recruiting and Admissions Enter external test information manually or you can load it through an external test score data load. Test scores are tied to the person, not the location.
Test Scripts/Test Cases Methodology Outlines the steps of specific business processes, and indicates the test data that should be entered into the system during unit testing.
Testing Plan Methodology Defines testing requirements, objectives, schedules, test scenarios, test scripts, and test cases.
Third Party Contract/Tuition Assistance Student Financials A contract that represents an agreement between the institution and a third party (family, employer, government agency, military education center, etc.) in which the third party agrees to pay tuition and/or fees on behalf of a student.
Topic UPK The document that contains the step for the business process. Represented by a white icon with lines.
Translate table Common A system edit table that stores codes and translate values for the miscellaneous fields in the database that do not warrant individual edit tables of their own.
Tree Setup A data structure that incorporates hierarchical relationships among components. For example, tree structures are used or accounting units ((for example, corporate divisions, projects, reporting groups, account numbers), departments, and academic organizations.
Try It! UPK Button to walk through the process in an interactive mode, performing the steps as instructed.
Tuition Group Student Financials Students are grouped by characteristics such as the academic program.

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Unit Common In LionPATH, used to designate credits.
Unit Testing Methodology Occurs during setup, development and modification of the Campus Solutions system. It is done as soon as the activity is complete to ensure that it works. An iterative process, it is performed until the item being tested is working.
Universal Navigation Header Navigation Every PeopleSoft Enterprise portal includes the universal navigation header, intended to appear at the top of every page as long as the user is signed on to the portal. In addition to providing access to the standard navigation buttons (like Home, Favorites, and signoff) the universal navigation header can also display a welcome message for each user.
University Park Campus Penn State The largest campus located in State College.
Update access Navigation A Security mode allowing the user to add data to the system.
UPK System Component Online coaching and help for the entire solution. (Development Tool)
User Acceptance Testing (UAT) Methodology End-user validation of the configured system to meet their business process transaction needs.
User ID Common The system identifier for the individual who generates a transaction.

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Value Selection Navigation The activity of selecting a data element to be used on a page or search page.
View Only Descriptions Navigation Descriptions that are displayed on the page after a code is entered, allowing the viewer to see both the code and the description.
VPN Network Abbreviation for Virtual Private Network. This is a network that uses public wires or wireless protocols to connect to a private network.

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Wordmark Penn State The logos used on documentation for Penn State and Project LionPATH
Work Breakdown Structure Methodology Provides a preliminary breakdown of work to be done and resources required to achieve the project scope
Workflow Workflow As business rules are built, they will include the definitions that direct the system to pass the data from one person/process to another in automated fashion.
Workflow Strategy and Plan Methodology Details the workflow approach.
Worklist Workflow Displays the worklist when workflow is in use from which you may act on any item assigned to you.
Worklist Workflow The automated to-do list that PeopleSoft Workflow creates. From the worklist, you can directly access the pages you need to perform the next action, and then return to the worklist for another item.
Workspace Navigation The area on the program desktop where the current page is displayed.
World Campus Penn State Penn State’s degree-granting online distance learning.

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XML Link Reporting/ Processing The XML Linking language enables you to insert elements into XML documents to create a links between resources.
XML Publishing System Component One of the products used to create ad-hoc reports in the LOB solution.
XML Schema Reporting/ Processing An XML definition that standardizes the representation of application messages, component interfaces, or business interlinks.

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