Monday Workshops

A number of workshops will be offered on Monday, February 27 from 10:00 AM to 2:30 PM prior to the main conference. Registration for these requires an additional fee of $100 per workshop. A boxed lunch will be included. All workshop payments must be paid no later than February 10, 2017, or registration is subject to cancellation.  Each workshop has a minimum participation level; and if this is not met by January 22, 2017, then the workshop may be canceled and monies paid refunded. Please see the list of the Monday Workshops being offered below:

Roll 7's Every Time With Your Academic Requirements
Track Academic Advisement
Speaker Larry Hill, Indiana University
Description Academic requirements are the heart of any Academic Advisement Report (AAR.) Although the AAR utilizes course lists, requirement groups, entity groups, course share sets, and many more components, the academic requirement is the most likely component that will cause your AAR to succeed or fail.
This workshop guides you through the creation of basic academic requirements. After the basics are covered, more advanced topics are dealt with. We will discuss almost every piece of functionality that the academic requirement provides. Other components, course lists etc., will be touched upon, but only as the impact the academic requirement.
Advanced topics included using the requirement to issue a warning to the user to indicate a critical course has not yet been taken, using override standard set logic with the complement of list include mode, how to shrink your AAR in size while still maintaining its functionality, and several other useful tips.
So…let’s roll 7s together with our requirements!


Equation Engine Workshop
Track Financial Aid
Speaker Tara O'Neil, Marquette University
Speaker Karen Kilps, University of Wisconsin - Milwaukee

This presentation will cover fundamentals on equations, examples of equation engines as an alternative to mods. Examples include stand alone equation engines, packaging selection equations, and others. Use of Equation SQL Routine, using Views in equations, and batch process FAPEQRUN to execute equations will be covered. There will also be examples equations issues and how to fix them.


Planning for Oracle Cloud
Track Project and Change Management
Speaker Ted Simpson, Huron Consulting Group
Speaker Susan Garland, Huron Consulting Group
Description Hands-on Oracle Cloud planning workshop in which participants can take advantage of accelerators and templates from our cloud planning methodology including the following topical areas: 1. Functional Scope and Business Process Planning 2. Technical Planning 3. Change Management 4. Financial Planning & Risk Assessment


PeopleSoft Reporting Tools - Query, BI Publisher, and Pivot Grids
Track Reporting and Business Intelligence
Speaker Mark Stramaglia, MiraCosta College
Description This workshop will provide an overview of the reporting and analysis tools delivered with PeopleSoft, including end-to-end examples for:
  • Writing PS Queries, including Joins, Expressions, Criteria, and Unions/Subqueries
  • Developing BI Publisher Reports using the Microsoft Word Design Helper Plugin
  • Configuring Pivot Grids, including Charts and Tables
  • Delivering interactive Dashboards using IWC

This workshop was well received at the recent Southwest Alliance conference and will include both presentation notes as well as a live demonstration of query and report development for all of the components listed.


Advanced PeopleTools Development Workshop with Jim Marion
Track Technical
Speaker Jim Marion, GreyHeller, LLC

In this 4-hour hands-on workshop, Jim Marion, noted Oracle Expert and PeopleSoft author/blogger, will guide you through a number of exercises where you will develop and practice advanced development techniques on the most recent versions of PeopleSoft.

In this session you will learn how to:

  • Build fluid navigation elements using the new tile wizard
  • Implement business logic using the Event Mapping Framework
  • Add CSS and JavaScript to enhance classic components using the component branding framework
  • Implement fluid search strategies
  • Utilize various CSS strategies to layout a fluid page and component
  • Use CSS and JavaScript to enhance a fluid page.

Attendees are expected to have general knowledge of PeopleTools and PeopleCode and will be expected to bring a laptop that they will use to remote desktop into environments for performing these exercises.


  • You can add this directly during your initial registration

  • If you are already registered, go to "View Your Registration Details" and login, click "My Workshop", and then click the "Add Workshop" button. Select the workshop you would like to attend and click "Add". Then hit "Finish" to pay.