Duplicate Record Processing with WorkCenters

Session Number: 35212
Track: Campus Community
Sub-Categorization: Bio/Demo Data, Duplicate IDs, Identity Management
Session Type: Member Institution
Tags: Campus Community, duplicate ids, Duplicate Records, pagelet, Query Manager, Work Center, Work Centers
Primary Presenter: Phillip Curry [Senior Business Analyst - University of Colorado]
Time: Mar 09, 2016 (09:15 AM - 10:15 AM)
Room: TCC Chelan 2

Session Length : Regular Length
Learning Objectives : 1. Use query/record with custom application engine
2. Create Pagelet to use with WorkCenter
3. Create WorkCenter
Knowledge level : Intermediate
Prerequisites : Basic knowledge of PS Query and Pagelets
Advance preparation: No Advance Preparation Required
Product: PeopleSoft
Version Presenting: PS 9.0
Level of Customization: Customization
Level of Partner Integration: Institution Alone
Project Phase: Production
Project Go Live: Q2 2015
Target Audience: All
Your Training in this Area: Self taught/ PeopleBooks

Description:  This Regular Length Session will detail how to use WorkCenters for duplicate record resolution. As a multi-campus institution, CU has to resolve duplicate records daily which is still a manual process. When a record(s) is identified as a duplicate, we use a custom application engine that identifies and compares what data is currently on the surviving record and duplicate record(s). This application engine returns the results to an excel spreadsheet and/or a record which can be queried through PS Query. This session will include the key points so attendees will be able to learn how WorkCenters can be useful for duplicate record processing at their own institution. These key points will include requirements gather, functional configuration and technical development. The examples provided will be specific to CU but are applicable to any institution. This session is mostly functional and will provide a user-friendly way to set up WorkCenters.