1. Communication Management for CE/BSP IIPS Conference July 16-18, 2012
Presented by
Wayne Madry
Business System Analyst, CE/BSP

2. Overview
Resides in CORE which makes it available to all application areas
Divided into two basic interactions – outgoing and incoming communications
All communications that are built will fall into one of the above categories
Setup (PID 7)

3. Building Blocks of Communications Management
Outgoing communication-
initiated by institution
Documents –
Letters, s, phone calls
May be stored in history
Created in DOC
Tracks – series of outgoing documents
May assign tracks:
Number of days from the day the track was assigned
By a specific date
Combination – by a specified number of days from the day the track was assigned or by a specific date whichever is first
Created on TRC
3-2,

4. Building Blocks of Communications Management
Incoming communication-
initiated by individual
Communication Codes –
incoming information you wish to track
Created on CMC
Correspondence Request Definitions –
list of required documents needed
Created on CRRD
Can be assigned individually, automatically or in batch mode
9/30/2019

5. Preparation Examples: Plan Communication Codes you want to create
(incoming documents)
Examples:
Registration for admission Letter (code for each term?)
Welcome Letter
Seminar Advertisement
College transcripts
HS/GED/AHS transcript
Placement test scores (more than 1?)
Disadvantaged Student Information

6. Communication Codes- CMC
DOC
CRAD
CRRD
TRC
9/30/2019

7. Statuses of Incoming Correspondences

8. Correspondence Processing
View Pending Correspondence
VPC
Processing Correspondence
Batch
PCB
PCBP
PCEX
Errors Correcting and Customizing
PCR
IPC
Clearing Errors
SVI
SVID
IPCD

9. Express Start?

10. Document Setup -DOC Required Fields Description
Document type: typically WINTEG.WORD
Office code
(Designates which office uses the code)
History type: code
(Keeps a history record of the document code whenever this document is sent)
Merge File- always LTREQ especially when using paragraphs
Outgoing communications

11. Outgoing correspondence
Live Demonstration
Outgoing correspondence
DOC – Document Code
DOCP – Document Paragraphs
DFS
HDCD – Hardcopy Document Options
EMLD – Document Options

12. Getting Started Start Small Map the Process
Research and Review existing procedures for incoming and outgoing correspondences
List each piece of outgoing and incoming communication
Define codes for all outgoing and incoming communication
Setup groups of documents
(outgoing communication and correspondence requests (incoming communication)
Setup the links between the incoming and outgoing communications (rules, subroutines, and “triggers” and “actions”)
1-27

13. Don’t Skate Around the Process!
Ask Questions!

14. Customer Support Training Needs
CIS Documentation
Training Needs web link accesses 90-Day Training Calendar
If you have a specific training need, contact System Office at (919)

15. Any Questions? Business System Analyst, CE/BSP
Mitchell Community College
(704)
(919)