Upgrade Transcript Ordering Process in PeopleSoft

98%

Status

In Process [In Process]

98% complete, updated on Fri 5/10/24 8:52 AM by Tony Fierro

Changed Percent Complete from 95% to 98%.
Changed Health from Red - At risk with no corrective actions to Green - On track.
The new application is in production and being used by the Registrar. This project can be considered complete once the Registrar has used the new process for a few weeks without discovering any issues.

Details

Dates
Mon 10/17/22 - Wed 5/31/23
Acct/Dept
Graduation Advising
Service
Project and Change Management Office / Information Technology Project Request
Type
PCMO Evaluated / Large DoIT Project / Division of IT Project
Health
Green - On track
Portfolio(s)
Classification
Project (20-230 Hours Effort)
Created
Tue 10/11/22 2:36 PM
Modified
Fri 5/10/24 8:52 AM

Change Impact

How will you measure the impact of this project?
What are some metrics or KPIs that will be used to measure success? Think about the five metrics to measure: quality, quantity, timeliness, cost, and customer satisfaction.
We will measure the amount of time Registrar staff spend processing transcript requests after the implementation.
We will also calculate the amount of paper used before and after the implementation.
What are the consequences of not doing this project?
For example: direct significant negative consequences to the University, unable to conduct basic services; failure to resolve customer complaints or requests; loss of opportunity for improved service delivery or efficiency. Please explain.
The Registrar will continue to dedicate an entire FTE year round to process transcript requests and spend thousands of dollars annually on printing costs. With such a short staff, the Registrar's Office can no longer afford to process transcripts the way they are today. More importantly, we will continue to provide subpar services to our students.
How many employees will be impacted by this change?
Select the size of the employee population that will be impacted by this request.
Dozens
How many students will be impacted by this change?
Select the size of the student population that will be impacted by this request.
Most/all

Project Costs

Funding Status
Funding is necessary and has been approved

Project Details

Project Champion
Person who voluntarily takes special interest in the adoption, implementation, and success of the project. They will help enforce the project solution with internal resources and promote it across campus.
Divisional VP Support
Does your divisional VP support this request?
No
What would a successful solution look like?
What outcome will you have at the conclusion of this project? If this proposal is one of a multi-phase project, please explain your plans, goals, and timelines for subsequent phases.
Students would be able to order transcripts via the NSC portal and receive transcripts within 15 minutes without the need for Registrar staff to handle the requests.
Executive Sponsor Division
The executive sponsor's campus division.
Student Affairs
Project Urgency
Indicate if there is a mandate or requirement driving this request.
Not mandated or required
Campus Enduring Commitments & Strategic Goals
For more information about the Campus Enduring Commitments and Strategic Priorities, please go to https://www.csuchico.edu/strategicplan/enduring... and https://www.csuchico.edu/strategicplan/.
Strategic Priority: Resilient and Sustainable Systems

Project Resources & Effort

What resources will this project require?
Identify the department and/or individuals that might need to work on this project and the estimated number of hours required for each individual.
Peoplesoft Team
CO's Office
NSC
Registrars Office
DoIT Departments Involved
Any Division of IT departments that will be involved in this project.
EAPP (Enterprise Applications)
ISEC (Information Security)
Complexity of Implementation
What is the complexity of the project?
Moderate (multiple interfaces/impacts/dependencies)
What is the solution type?
The solution type translates to the level of impact on IT staffing and technology maintenance. Based on consultation with your IT representative, pick the best fit for your proposed solution.
New features in an existing system, moderate breadth/depth

Description

The National Student Clearinghouse (NSC) had an updated version of the Transcript Ordering pages in PeopleSoft. It’s actually a new “NextGen” ordering process that includes APIs and Cloud stuff. I’ve attached a guide they sent us. We’d like to get the ball rolling on this project.

Currently, the Registrar's Office has two staff people and a student processing roughly 20,000 transcript request each year. Staff spend have of each of their work days processing the requests. The process includes looking up the student, making sure there are no holds, printing the transcript, stuffing it into an envelope, seeling it, and mailing it to the requestor. Only on rare exceptions will the Registrar's Office send out an electronic transcript.

The Registrar estimates that with the implementation of the new NSC NextGen transcript ordering module, they will process between 60 and 70% of their requests electronically with no intervention from the staff. This would provide a huge time savings for the Registrar, greatly reduce paper consumption, and provide a much better and faster transcript ordering process for our students.

It looks like the only EAPP's efforts would be installing REST APIs in PeopleSoft, so their new cloud ordering site can bring back student information as they are ordering. This new system will also make PDF transcripts totally automated. The existing system requires us to manually upload the PDF generated by PeopleSoft to the NSC website.

The National Student Clearinghouse (NSC) had an updated version of the Transcript Ordering pages in PeopleSoft. It’s actually a new “NextGen” ordering process that includes APIs and Cloud stuff. I’ve attached a guide they sent us. We’d like to get the ball rolling on this project.

Systems Affected

  1. PeopleSoft CS

Manager

Alternate Manager(s)

Sponsor

Stakeholders (5)

AV
Azucena Vargas
Responsible
Responsible
Thu 9/15/22 12:23 PM
DA
Danielle Anderson
Student Records Module Lead
Responsible
Responsible
Wed 9/14/22 1:01 PM
MD
Michael Dills-Allen
Accountable
Mon 8/1/22 12:31 PM
MH
Michelle Holmes
Responsible
Responsible
Wed 9/14/22 12:57 PM
RC
Rich Carrillo
Responsible
Responsible
Mon 8/1/22 12:31 PM