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Title: CMS Powerpoint Template


1
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2
Agenda
Agenda
  • Overview of Mentor and Related Annual Setup
  • Overview of New Navigation for the Staging Tables
    for 2009-10
  • Domestic International Mentor 2009-10 Updates
  • Staging Tables
  • Load, Search/Match, Post
  • Evaluations Process
  • Race and Ethnicity

3
Overview of Mentor and Related Annual Setup
Agenda
  • Domestic Mentor Setup
  • International Mentor Setup
  • EOP Income Criteria

4
Domestic Mentor Setup
Agenda
  • Supported Admissions Years
  • File Type
  • Operator Defaults
  • Major Code Map
  • Application Loading Defaults
  • Prospect Loading Defaults

5
Mentor Domestic Setup
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Setup
6
Supported Admissions Years
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Setup gt Supported
Admissions Years
7
File Type
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Setup gt File Type
Undergraduate CSU_MENTOR_UNDERGRAD_2009_10_F Gr
aduate CSU_MENTOR_GRADUATE_2009_10_F
8
Operator Defaults
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Setup gt Operator
Defaults
9
Major Code Map
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Setup gt Major Code
Map
10
Application Loading Defaults
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Setup gt Application
Loading Defaults
11
Application Loading Defaults (Cont.)
Set Up
12
Application Loading Defaults (Cont.)
Set Up
13
Prospect Loading Defaults
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Setup gt Prospect
Loading Defaults
14
International Mentor Setup
Agenda
  • Intl File Type Setup
  • Intl Operator Defaults
  • Intl Apps Loading Defaults

Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor Int'l Applications gt  Setup
15
Int'l File Type Setup
Set Up
Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor Int'l Applications gt  Setup gt
Int'l File Type Setup
Undergraduate CSU_MENTOR_INTL_UGRD_2009_10_F Gr
aduate CSU_MENTOR_INTL_GRAD_2009_10_F
16
Intl Operator Defaults
Set Up
Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor Int'l Applications gt  Setup gt
Intl Operator Defaults
17
Intl Apps Loading Defaults
Set Up
Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor Int'l Applications gt  Setup gt
Intl Apps Loading Defaults
18
Intl Apps Loading Defaults (Cont.)
Set Up
19
Intl Apps Loading Defaults (Cont.)
Set Up
20
EOP Income Criteria
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
EOP gt Setup gt EOP Income Criteria
21
Overview of New Navigation for the Staging Tables
for 2009-10
Agenda
  • Domestic Custom and Loaded
  • International Custom and Loaded

22
Domestic Custom and Loaded
Navigation
  • To accommodate changes made to the 2009-10 CSU
    Undergraduate and Graduate Admissions
    Applications, new components to differentiate
    previous year applications were created
  • The Custom and Loaded components for Application
    Year 2005-06 2006-08 are still available in the
    Use menu. These components can be made
    inaccessible through security

23
Domestic Custom and Loaded
Navigation
  • Custom and Loaded applications for application
    year 2009-10 are under the following components
  • Custom Undergrad Apps
  • Loaded Undergrad Apps
  • Custom Graduate Apps
  • Loaded Graduate Apps

24
Domestic Custom and Loaded for 2009-10
Navigation
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Use
25
Domestic Custom and Loaded
Navigation
  • Custom and Loaded applications for application
    year 2008-09 are under the following components
  • Custom Undergrad Apps 2008-09
  • Loaded Undergrad Apps 2008-09
  • Custom Graduate Apps 2008-09
  • Loaded Graduate Apps 2008-09

26
Domestic Custom and Loaded for 2008-09
Navigation
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Use
27
Domestic Custom and Loaded
Navigation
  • Custom and Loaded applications for application
    years 2006-07 and 2007-08 are combined under the
    following components
  • Custom Undergrad Apps 2006-08
  • Loaded Undergrad Apps 2006-08
  • Custom Graduate Apps 2006-08
  • Loaded Graduate Apps 2006-08

28
Domestic Custom and Loaded for 2006-08
Navigation
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Use
29
International Custom and Loaded
Navigation
  • To accommodate changes made to the 2009-10 CSU
    International Undergraduate and Graduate
    Admissions Applications, new components to
    differentiate previous year applications were
    created

30
International Custom and Loaded
Navigation
  • Custom and Loaded applications for application
    year 2009-10 are under the following components
  • Int'l Custom Undergrad Apps
  • Int'l Loaded Undergrad Apps
  • Int'l Custom Graduate Apps
  • Int'l Loaded Graduate Apps

31
International Custom and Loaded for 2009-10
Navigation
Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor Int'l Applications gt Use
32
International Custom and Loaded
Navigation
  • Custom and Loaded applications for application
    year 2008-09 are under the following components
  • Int'l Custom UGRD Apps 2008-09
  • Int'l Loaded UGRD Apps 2008-09
  • Int'l Custom GRD Apps 2008-09
  • Int'l Loaded GRD Apps 2008-09

33
International Custom and Loaded for 2008-09
Navigation
Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor Int'l Applications gt Use
34
Domestic Mentor 2009-10 Updates for the
Undergraduate Staging Tables
Agenda
  • Additional High School Information
  • Transfer Guarantee and Lower Division Transfer
    Program
  • Total Biological and Physical Units
  • Residency Questions
  • Race and Ethnicity
  • Non-A-G Questions
  • High School Name for Course Detail
  • Other Updates

35
Updates for Undergraduate App
Updates
Additional High School Information
36
Updates for Undergraduate App (Cont.)
Updates
Lower Division Transfer Program
37
Updates for Undergraduate App (Cont.)
Updates
Total Biological and Physical Units
38
Updates for Undergraduate App (Cont.)
Updates
Residency Questions
39
Updates for Undergraduate App (Cont.)
Updates
Race and Ethnicity
40
Updates for Undergraduate App (Cont.)
Updates
Non-A-G Questions
41
Updates for Undergraduate App (Cont.)
Updates
High School Name for Course Detail
42
Updates for Undergraduate App (Cont.)
Updates
Other Updates
  • Ethnic Code and Tribe fields were removed
  • The Colleges Attended section has now been
    renumbered to twenty four
  • The existing registered nurse question was
    reworded to include the word license

43
Domestic Mentor 2009-10 Updates for the Graduate
Staging Tables
Agenda
  • Other Names
  • Race and Ethnicity
  • Other Updates

44
Updates for Graduate App
Updates
Other Names
45
Updates for Graduate App (Cont.)
Updates
Race and Ethnicity
46
Updates for Graduate App (Cont.)
Updates
Other Updates
  • Ethnic Code and Tribe fields were removed and
    replaced with the new race and ethnicity
    questions
  • The existing registered nurse question was
    reworded to include the word license
  • The Other Test score fields under question 16
    have been aligned properly for easier reading

47
International Mentor 2009-10 Updates for the
Undergraduate and Graduate Staging Tables
Agenda
  • Other Names
  • Race and Ethnicity
  • Other Updates

48
Updates for International Undergraduate
Graduate App
Updates
Other Names
49
Updates for International Undergraduate
Graduate App (Cont.)
Updates
Race and Ethnicity
50
Updates for International Undergraduate
Graduate App (Cont.)
Updates
Other Updates
  • Ethnic Code and Tribe fields were removed and
    replaced with the new race and ethnicity questions

51
Mentor Processes
Navigation
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Process gt Main
Menu gt CSU SA Baseline gt CSU Admissions gt Mentor
Intl Applications gt Process gt
52
Mentor Processes
Agenda
  • Load Applications
  • csuad016.sqr csuad116.sqr
  • Load Prospect
  • csuad16P.sqr
  • Search/Match
  • csuad017.sqr csuad117.sqr
  • Post
  • csuad018.sqr csuad118.sqr

53
Mentor Load Prospect Process
Navigation
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Process gt
54
Mentor Load Prospect Process
Mentor Load
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Mentor U.S. Applications gt Process gt Load
Prospect
55
Mentor Load Process (csuad016.sqr) Updates
Updates
  • Updated the CEEB code logic to compare CEEB codes
    in download file to CEEB codes on the
    CSU_COSAR_04MAP table as numeric values
  • Removed CEEB code logic that compares high school
    CEEB code to the Institution of Origin Code (IOC)
     

56
Mentor Load Process (csuad016.sqr) Updates (Cont.)
Updates
  • Removed the logic to load prospect files and a
    new prospect load process was created
  • Updated the Trace File error messages to include
    the last name of the person that the loading
    process failed on

57
Mentor Search/Match Process (csuad017.sqr) Updates
Updates
  • The Search/Match logic for comparing addresses
    was updated to look at ADDRESS1 instead of
    ADDRESS
  • The Trace File was updated to display the
    search/match results for mixed case operator IDs
    (Oprid)

58
Mentor Search/Match Process (csuad017.sqr)
Updates (Cont.)
Updates
59
Mentor Post Process (csuad018.sqr) Updates
Updates
  • The Trace File error messages were updated to
    include the CSU Application Number to help users
    easily identify the application on which the
    process failed

60
Mentor Post Process (csuad018.sqr) Updates (Cont.)
Updates
  • The Trace File was updated to display the Posting
    results for mixed case operator IDs (Oprid)

61
Mentor Post Process (csuad018.sqr) Updates (Cont.)
Updates
  • New logic was added to post the additional high
    schools on the staging tables to the Education
    pages
  • The Transcript Status on the Education page is
    posted as Not Reqd

Education Page
UGRD Staging Table
62
Mentor Post Process (csuad018.sqr) Updates (Cont.)
Updates
  • New logic was added to post the Total Biological
    Units and Total Physical Units fields to the
    new Bio and Phys fields on the ERS Fields
    sub-page

ERS Fields
UGRD Staging Table
63
Mentor Post Process (csuad018.sqr) Updates (Cont.)
Updates
  • New logic was added to post the new race and
    ethnicity values to the Regional page on the
    Maintain Applications component

64
Mentor International Load Process (csuad116.sqr)
Updates
Updates
  • Updated the middle name logic to prevent process
    from going into a loop while stripping out
    certain special characters
  • Updated the CEEB code logic to compare CEEB codes
    in download file to CEEB codes on the
    CSU_COSAR_04MAP table as numeric values
  • Updated the Trace File error messages to include
    the last name of the person where the loading
    process failed

65
Mentor International Post Process (csuad118.sqr)
Updates
Updates
  • The Trace File error messages were updated to
    include the CSU Application Number to help users
    easily identify the application on which the
    process failed

66
Mentor International Post Process (csuad118.sqr)
Updates (Cont.)
Updates
  • New logic was added to post the new race and
    ethnicity values to the Regional page on the
    Maintain Applications component

67
Evaluations
Agenda
  • Overview of Changes
  • ERS Fields Sub-page Update
  • Logic Update
  • Setup

68
Evaluations Overview of Changes
Evaluations
  • Process was modified to take into account the
    separate biological units and physical units
    completed by an applicant
  • Note all applications prior to 2009-10 will
    continue to be evaluated based on the total lab
    science units
  • The following Evaluation Codes
  • FTF (First Time Freshman Resident)
  • FTFNR (First Time Freshman Non-Resident)
  • LDT (Lower Division Transfers Resident)
  • LDTNR (Lower Division Transfers Non-Resident)

69
ERS Fields Sub-page Update
Evaluations
  • The Bio and Phys fields were added to the
    College Preparatory Semesters section on the
    ERS Fields sub-page
  • The CSU Application Years field controls whether
    the Bio, Phys and Lab Sci fields will
    become active/inactive on the ERS subpage

70
ERS Fields Sub-page Update(Cont.)
Evaluations
  • For the application year 2008-09 and prior, only
    the Lab Sci field is available

71
ERS Fields Sub-page Update(Cont.)
Evaluations
  • For the application year 2009-10, the Bio and
    Phys fields are available
  • The Lab Sci field is grayed out and is calculated
    from the values in the Bio and Phys fields

72
Evaluations Logic Update
Evaluations
  • Check the biological and/or physical fields for
    units
  • If the biological units are two (2) or greater
    and physical units are two (2) or greater, the
    applicant has fulfilled the lab science
    requirement
  • If the biological units are less than two (2) or
    physical units are less than two (2), the
    applicant has not fulfilled the lab science
    requirement

73
Evaluations Logic Update (Cont.)
Evaluations
  • If the biological and physical fields contain no
    units, the process will check the total lab
    science field for units
  • If the total lab science units are four (4) or
    greater, the applicant has fulfilled the lab
    science requirement
  • If the total lab science units are less than four
    (4), the applicant has not fulfilled the lab
    science requirement

74
Evaluations Logic Update (Cont.)
Evaluations
  • If biological, physical and total lab science
    fields contain no units
  • The applicant has not fulfilled the lab science
    requirement

75
Evaluations Setup
Agenda
  • Rating Comp Definition Table (One Time)
  • Rating Tables (One Time)
  • Evaluation Code Assignment
  • Assign Values to Eval Fields
  • ERS Auto Admit

76
Rating Comp Definition Table
Set Up
  • One time setup
  • Create 2 rating components (BIO PHYS)

Main Menu gt Set Up SACR gt Product Related gt
Recruiting and Admissions gt Application
Evaluation gt Rating Comp Definition Table
77
Rating Tables
Set Up
  • One time setup
  • Update the rating schemes for FTF, FTFNR, LDT and
    LDTNR by adding the BIO PHYS Rating Components

78
Rating Tables (Cont.)
Set Up
Main Menu gt Set Up SACR gt Product Related gt
Recruiting and Admissions gt Application
Evaluation gt Rating Tables
79
Evaluation Code Assignment
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Evaluation gt Setup gt Evaluation Code Assignment
80
Assign Values to Eval Fields
Set Up
  • Follow the normal procedure to copy CSU
    Application Evaluation Field Values from a past
    term to Fall 2009
  • Add the CSU_BIO_UNITS and CSU_PHYS_UNITS values
    to the Field Names for the Evaluation Code
  • FTF
  • FTFNR
  • LDT
  • LDTNR

81
Assign Values to Eval Fields (Cont.)
Set Up
Main Menu gt Set Up SACR gt Product Related gt
Recruiting and Admissions gt Application
Evaluation gt Assign Values to Eval Fields
82
Assign Values to Eval Fields (Cont.)
Set Up
Main Menu gt Set Up SACR gt Product Related gt
Recruiting and Admissions gt Application
Evaluation gt Assign Values to Eval Fields
83
ERS Auto Admit
Set Up
Main Menu gt CSU SA Baseline gt CSU Admissions gt
Evaluation gt Setup gt ERS Auto Admit
84
Documentation
  • For more detailed information on the Mentor
    2009-10 Maintenance updates, see the
    HCM_BSL_89_AD_Mentor_ 2009_2010_HD123684_08132008
    document enclosed in the Mentor Maintenance
    project

85
Race and Ethnicity
Agenda
  • Requirements
  • CSU Applicant Questions
  • CMS Modification
  • Set Up
  • Mentor Loading Process
  • Mentor Staging Table
  • Mentor Posting Process
  • Ethnicity History
  • Application Entry

86
Federal Requirement Changes
Requirements
  • OMB Ethnicity and Race are separate concepts
    separate questions on each concept should be
    asked
  • CSU application reflects intent of new guidelines

87
Federal Requirement Changes
Requirements
  • OMB Ethnicity Hispanic or Latino and Not
    Hispanic or Latino
  • OMB Race Minimum Five racial categories
  • White
  • Black/African American
  • American Indian/Alaska Native
  • Asian
  • Native Hawaiian/Other Pacific Islander

88
Ethnicity Question
CSU Application Questions
89
Race Question
CSU Application Questions
90
Race Question continued
CSU Application Questions
91
CSU Preference Question
CSU Application Questions
  • Responses to questions will download as codes

92
What did CMS modify
CMS Modification
  • Created an Ethnicity Mapping Table
  • Added values to Ethnic Group Table
  • Updated the Mentor Loading Process
  • Created a new page of the Mentor Staging Table
  • Updated the Mentor Posting Process
  • Created an Ethnicity History Table

93
Required Set Up
Set Up
  • Ethnicity Mapping Table
  • SOSS owned delivered
  • Translates codes from the download file into
    PeopleSoft Ethnic Group Codes

Navigation Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor U.S. Applications gt Setup gt
Ethnicity Mapping Table
94
Required Set Up
Set Up
  • Ethnic Group Table
  • SOSS HR owned delivered
  • Set up for Ethnic Group Codes used by both SA
    and HR

Navigation Main Menu gt Set Up HRMS gt Product
Related gt Workforce Administration gt Ethnic
Groups OR Main Menu gt CSU SA Baseline gt CSU
Campus Community gt Ethnicity Groups gt Use gt
Ethnicity Groups
95
Mentor Loading Process
Mentor Loading Process
  • Navigation Main Menu gt CSU SA Baseline gt CSU
    Admissions gt Mentor U.S. Applications gt Process
    gt Load Applications OR
  • Main Menu gt CSU SA Baseline gt CSU Admissions gt
    Mentor Intl Applications gt Process gt Intl Load
    Applications
  • SQRs (csuad016.sqr csuad116.sqr) updated to use
    Ethnicity Mapping table to translate codes in
    download file to PeopleSoft Ethnic Group Codes
  • Translated responses loaded to new staging table
    page

96
Mentor Staging Table
Mentor Staging Table
  • Codes are loaded as Ethnic Group Codes from the
    Ethnic Group Table

Navigation Main Menu gt CSU SA Baseline gt CSU
Admissions gt Mentor U.S. Applications gt Use gt
Custom Undergrad Apps OR Main Menu gt CSU SA
Baseline gt CSU Admissions gt Mentor U.S.
Applications gt Use gt Custom Graduate Apps
OR Main Menu gt CSU SA Baseline gt CSU Admissions
gt Mentor Intl Applications gt Use gt Intl Custom
Undergrad Apps OR Main Menu gt CSU SA Baseline gt
CSU Admissions gt Mentor Intl Applications gt Use
gt Intl Custom Graduate Apps
97
Manual Entry on Staging Table
Mentor Staging Table
Important Notes
  • Hispanic/Latino grid appears only for Yes
    responses
  • Other Description box will only appear for
    specific Ethnic Group Codes

98
Manual Entry on Staging Table
Mentor Staging Table
  • The look up menu to chose an Ethnic Group Code
    includes more ethnicity values than are valid on
    the admissions application. Only values from the
    admissions application should be used when
    manually entering race/ethnicity data
  • Only valid Hispanic/Latino Ethnic Group Codes
    should be entered in the Hispanic/Latino grid
  • Hispanic/Latino Ethnic Group Codes should not be
    entered in the Race/Ethnicity grid

99
Mentor Posting Process
Mentor Posting Process
  • Navigation Main Menu gt CSU SA Baseline gt CSU
    Admissions gt Mentor U.S. Applications gt Process
    gt Post Applications OR
  • Main Menu gt CSU SA Baseline gt CSU Admissions gt
    Mentor Intl Applications gt Process gt Intl Post
    Applications
  • SQRs (csuad018.sqr csuad118.sqr) updated to
    post staging table data to the Regional tab

100
Interpreting Posted Data
Posted Race/Ethnicity Data
  • HISPA with another Hispanic/Latino Ethnic Group
    Code indicates a Yes Is Hispanic/Latino and
    the Hispanic/Latino race with which the applicant
    identifies
  • No HISPA row indicates either a No Is Not
    Hispanic/Latino or Decline to State if
    Hispanic does not consider self Hispanic/Latino
  • Primary checkbox checked Preference response
  • BLACK, HISPA, and Decline Ethnic Group Codes can
    indicate a race response of a preference response
    only one row

101
Ethnicity History
Ethnicity History
  • Link on Regional tab was created to track changes
    made to ethnicity data
  • Updated on Save
  • The most recent Last Update date indicates the
    current ethnicity data on the Regional tab.

102
PeopleSoft Application Entry
Application Entry
  • Data should be consistent with how data is posted
  • HISPA row indicates Yes Is Hispanic/Latino
  • Primary checkbox Preference response
  • Only race/ethnicity values from the admissions
    application should be used

103
Documentation
  • For more detailed information on the CMS
    race/ethnicity updates, see the Race and
    Ethnicity Updates for Mentor Maintenance
    2009-2010 document enclosed in the Mentor
    Maintenance project

104
Questions?
Questions
105
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