Topics :

  • Understanding the 3Cs
    • Learning Objectives
    • Overview of the 3Cs: Communications
      • Communications
      • Checklists
      • Comments
    • Business Process Overview
    • Understanding Administrative Functions
      • Describing 3Cs Features
      • PeopleSoft Products that Use 3Cs
    • Summary
  • Defining Security for 3Cs
    • Learning Objectives
    • Overview of 3C Security
      • Requirements and Best Business Practices with 3Cs
    • 3C Security Setup
    • Assign 3C Security
      • Maintaining 3C Group Security
    • Summary
  • Implementing Communications
    • Learning Objectives
    • Overview of Communications
      • Communications Building Blocks
      • Setting Up Communications
      • Category Creation (Why)
      • Communication Security
      • Communication Speed Keys
      • Learning to Manually Create and Assign Communications
      • Deleting Communications
    • Summary
  • Communication Generation
    • Learning Objectives
    • Overview of the Communication Generation Process
      • Setting Up and Running the Communication Generation Process
      • How to Retrieve and View Generated Communications
      • Resetting Generated Communications
    • Summary
  • Implementing Checklists
    • Learning Objectives
    • Overview of Checklist
      • Setting Up Checklists
      • Creating a Checklist Code
      • Understanding Security Setup for Checklists
      • Manually Assigning Checklists
      • Verifying the Assignment
      • Updating Checklists
      • Defining Tracking Groups
      • Creating Tracking Groups
      • Linking Checklists to a Tracking Group
      • Viewing a 3Cs Tracking Group
      • Deleting Checklists
    • Summary
  • Implementing Comments
    • Learning Objectives
    • Overview of Comment Building Blocks
      • Setting Up Comments
      • Viewing and Changing Comments
      • Defining Comment 3C Security
      • Manually Entering Comments
      • Deleting Comments
    • Summary
  • Using the 3C Engine to Auto Assign 3Cs
    • Learning Objectives
    • Overview of the 3C Engine Process
      • Learn How to Set Up the 3C Engine
      • Creating a 3C Engine Event
      • Assigning 3C Security to the Event
      • Defining the Trigger
      • Triggering the Prompt Table
      • Real-Time and Batch Processing
      • Using Trigger Results
      • Running the 3C Engine Batch Process
      • PeopleSoft Mass Change and the 3C Engine
    • Summary
  • Using the Letter Generation Process
    • Learning Objectives
    • Overview of the Letter Generation Process
      • Learning the Extract and Merge Data Process
    • Summary
  • Joint Communications
    • Lesson Overview
    • Overview of Joint Communications Process
      • Installation of Default Values
      • Name Usage for Joint Salutations
      • Name Usage for Joint Salutations
      • Understanding Letter Codes to Allow Joint Communications
      • Establishing the Joint Relationship
      • Define and Confirm Joint Mailing Addresses
      • Assign the Communication
      • Run the Letter Generation Process
    • Summary