Delivery

Delivering Data in PS Enrollment:

Accessible from these views:

• Pending Delivery (under the Submission Workspace)

Criteria needed to use task:

• Record(s) must be approved (with the ID number entered for new students) and ready to be delivered to the database

There are three main steps to delivering records:

• Prepping the data (Batch Creation)
• Delivering all records in the batch which do not need human attention
• Addressing records which need attention and running delivery again

Batch delivery is recommended in most cases, but certain important scenarios are better served by delivering records singly, with human review. The API accommodates both approaches.

3. Click the Create Delivery Batch button.

4. Once the box appears and has finished processing, click Close.

5. Click the Deliver all Records link on the right.

6. Once the records have finished processing an analysis of the records processed and the records that were skipped will be displayed. Click View Errors to see which records were skipped and why. Click Close to proceed.

7. Records that need manual work will remain in your delivery batch.

The color of the orb indicates if the system was able to match the record to another already in the database and what action must be taken to prevent duplicates from being created.

• Green orb – No action is necessary – a perfect match was identified based on a pre-populated ID and the record will be updated.
• Grey orb – No action is necessary – no records were identified as a match within the database and a new record will automatically be created.
• Orange orb – Action is necessary – a potential match was identified within the database and the computer CANNOT deliver it.

8. Most of the remaining records are likely there because potential duplicates were detected for the student or a contact. For each orange orb click the Match button.

9. If the person already exists in the database click Select next to their record. If the person does not exist select No Match at the bottom of the screen.

10. If you select a match, the orange orb will become green, if no match was found, the orange will become gray.

11. Scroll through each record using the arrows at the top.

12. Once all orange orbs for all records have been resolved, meaning they are all now gray or green, click the Deliver all Records link again.

13. Click Close Delivery Batch in the upper right of the screen.

To Delivery by API – API Single Record Delivery

Delivering a Single Record via the API

1. In the Submission Workspace, go to the Pending Delivery view.
2. Select the record that you want to deliver by clicking the checkbox to the left of the record. Once the record has been selected, choose the Deliver Data task from the Tasks Menu and choose Selected Only.

3. On the next screen, click the Create Delivery Batch button.