Stretching PeopleSoft Delivered Functionality to the Max

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Stretching PeopleSoft Delivered Functionality to
the Max!

• Friday, November 11, 2005 1130-1220
• USM 2005 Regional Conference

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Dr. Leontye Lewis Director of Education Coppin
State University
Karen LeDrew Senior Consultant CedarCrestone
Mark Max Managing Partner iStrategy Solutions
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Dr. Leontye Lewis Director of Education, Coppin
State University, has worked in higher education,
specifically teacher education, since 1999 and
has served on multiple NCATE/State review teams.
Karen LeDrew Senior Consultant, CedarCrestone
with 27 years in higher education including 7
years as a Functional Lead for the PeopleSoft
Student Records Academic Advisement modules.
Mark Max Managing Partner at iStrategy with 15
years experience focused on analytic applications
and data warehousing. Chief architect of
iStrategy HigherEd Analytics student data
warehouse product.
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The CedarCrestone consultant developed a set of
Milestones and Special Requirement Usages
to leverage delivered functionality and
create rules to track candidate
progress. Sub-milestones that could be graded
were developed to record performance on the
rubrics for various milestones.
The Faculty of Education at Coppin State
University was experiencing ever more complex
NCATE reporting requirements and finding it
difficult to track the progress of its education
graduates through various phases of its Teacher
Education program.
The complex NCATE reporting requirements were
incorporated into iStrategys Higher Ed Analytics
data warehouse application to provide a range of
reports that show completion rates and status by
milestone, program and plan.
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Presentation Overview

• Development requirements
• Delivered functionality
• Phased progression rules
• Milestone Usage
• SA Setup
• Lessons Learned
• Reporting tools

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Defining the Requirements

• NCATE Assessment System Requirements
• defined in 2001
• developed around Conceptual Framework
• Electronic system to manage reporting developed
  in legacy software application
• Challenge to develop system in PeopleSoft used
  to apply requisite benchmarks and
  outcomes

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Defining the Requirements

• Conceptual framework and outcomes
• Relationship between outcomes and NCATE
  expectations
• Data by cohort (semester/year)
• Data across program, outcome, unit
• Report performance for specific rubrics
• 2, 3 rating satisfactory
• 1 rating unsatisfactory

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Delivered Functionality

• Key Ingredients
• Milestones Milestone Templates
• Academic Advisement Engine
• Special Requirement Usage
• Dynamic Conditions
• Entity Groups
• AA Reporting

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Phased Progression Rules
Templates were created for every Phase for each
UGRD Plan/Sub-Plan

• Phase I
• Phase IIA
• Phase IIB
• Phase III

• Admission to Education
• Admissions to Methods Courses
• Admission to Student Teaching
• Exit from Program

Similar set up for Graduate education phases
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Data Collection 1
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Data Collection 2
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Milestone Usage

• High-level milestones created to track education
  benchmarks
• used in phased progression rules
• Milestones created for rubric scores
• referred to as sub-milestones because they were
  not used in AA rules
• used for NCATE reporting

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Milestone Templates
Milestone Templates created by Program for ease
of entry

• Program
• ASU
• EDU
• EDG

• Milestones included
• 85
• 95
• 87

All milestones added at once when student is
admitted to education major.
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SA Setup 1

• Requirement Groups needed for rules
• 29 UGRD
• 30 GRAD
• Created Special Requirement Usages to isolate
  phased progression from AA rules
• TEPR
• GTEP

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SA Setup 2

• Dynamic Conditions
• Created for each Milestone for mix and match
  flexibility in the AA Rules
• Entity Groups
• Set up to handle multiple Programs/Plans with the
  same milestone requirements

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SA Setup 3

• Grading Basis TEP
• Grades 1, 2, 3
• Transcript Type
• TEPR
• GTEP
• Several Sub-Plans
• for each track

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Lessons Learned 1

• Special Requirement Usages
• Maximum of 30 Requirement Groups per Special
  Requirement Usage
• Milestones
• AA wont run if more than 99 on a student record!

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Lessons Learned 2

• Academic Structure doesnt work the same with
  Special Requirement Usages
• set pre-conditions down to lowest level
• create rule for each Plan/Sub-Plan combination
• Entity Groups of limited value

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Requirement Example
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Requirement Group Example
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Reporting ToolsiStrategy HigherEd Analytics
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NCATE Data Model
Student
Effective Term
Milestone
Completion Term
Milestone Fact Table
Plan
Grade

• Measures
• Student Count
• Attempt Count
• Completed Milestones
• Completion
• Grade 2 or 3
• Avg. Grade

Status
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Data Model - Transformation
Source Tables
PS_ Acad_Prog

• Select specific Career, Program, Plans
• Max Effective Date and Seq Nbr for each Student
  and Career combination

PS_ Acad_Plan
PS_ Acad_SubPlan
Milestone Fact Table
ETL Stored Procedure
PS_Mlstn_ Atmp

• Join by EmplID and MilestoneNbr
• Select greatest Attempt_Nbr where Attempt_date is
  not null and Career, Program, Plans in specified
  list

PS_Stdnt_ Car_Mlstn
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Live DemoCoppin Milestone Reporting
usingiStrategy HigherEd Analytics
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Questions?
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Need More Information?

• Dr. Leontye Lewis
• llewis_at_coppin.edu

Karen LeDrew karen.ledrew_at_CedarCreston.com
Mark Max mmax_at_istrategysolutions.com