PeopleSoft
Implementation
Customizations
Naming Standards
1.
SQR Programs:
The
SQR program name should follow the following format:
ZXXYNNN
Z is a fixed character.
XX is the module
two-character identification. Examples are:
CC for Campus Community
SR for Student Records
SF for Student Financials
AD for Admissions
FA for Financial Aid
HR for Human Resources
CR for Contributor Relations
FI for Financials
AA for Academic Advisement
Y is either “U” for
Update for conversion, interfaces or any process which updates the
Database Or
“R” for Reports and processes which do not update the
database
NNN is a three-digit sequence number which matches the PDR number.
The
SQR name should match the process definition name in the process scheduler
manager.
The maximum number of characters allowed for
the process definition name is 8.
Example would be ZSRR001.sqr
2.
Process Definitions
The process definition name should follow the same naming
standard as the SQR name.
The maximum number of characters allowed to be used in the
process definition names is 8 characters.
Example would be ZSRR001as shown in the following screen
shot.
3.
Application Designer Objects:
·
Projects:
Project names should follow the
following format:
1) CER_XXNNN_DESCR
Where XX is as defined above
as the two letter module abbreviation
NNN is a three-digit sequence number that matches the PDR number.
DESCR is the project short description.
Example would be: CER_SR001_Transfer
Evaluation Summary Report.
·
Fields
Field names should follow the following format: CER_Field_Descr
where the Field_Descr is a short description of the
new field.
o
Translate Values
If the new filed is a translate filed which will have new translate values, then
the new translate values should be effective dated at “
The new translate value(s) should be
added to the excel translate sheet and they should be
inserted into the specific project.
·
Records
Records names should follow the following format: CER_XX_DESCR
Where XX is the module name as described above and DESCR is
a short description of the object.
- Custom views should end with a “_VW” phrase.
- Custom search records should end with a “_SRCH” phrase.
- Work records should end with a “_WRK” phrase.
- Run Control Records should be CER_RUNCTL_XX_DESCR
When creating a new record; a tables pace should be assigned
to that record upon creation. The tablespace assignment should be coordinated
with the database administrator.
·
Pages and Components
Pages and Components should follow the following naming
standard: CER_XX_DESCR
Where XX is the module name as described above and DESCR is
a short description of the page or the component.
- Run Control Pages and Components should be CER_RUNCTL_XX_DESCR
Reports or Processes
Run control pages and components should match in names.
·
Menus
It is recommended to create a new menu for each functional
area under the PeopleSoft Go (Home) menu.
The new menu names should follow this format: CER_XXLONG
Where XXLONG is the module full description and not the
abbreviation:
For example:
CER_STUDENT_RECORDS
CER_STUDENT FINANCIALS
CER_FINANCIAL_AID
CER_HUMAN_RESOURCES
CER_FINANCIALS
The menu items names would be:
Menus are NOT to be included in the upgrade projects as
several developers may have items under development in the same menu and which
are not yet ready to be migrated to the target database.
The new menu will look like this:
·
PeopleCode
When adding custom PeopleCode, make sure to place the proper
documentation in the PeopleCode program to indicate the reason for
customization and to help locate the new code easily during the upgrade
process:
/*
CCCDS. CER_SR001_Class Roster (Project name). */
/*
By A.Omar on
/*
Descr: Added one line of code to apply the
*/
/* existing code to the custom component.
*/
4.
Objects outside the Application
Designer:
·
Queries
Should follow the following format: CER_XXNNN__DESCR
Where XX is the module abbreviation, NNN is a sequence
number and DESCR is a short description for the query.
Queries should be defined as Public Queries if intended to
be used by users.
Database Agent Queries should follow this format:
CER_DBAG_DESCR
Where DBAG is a database agent
PeopleSoft delivered notation phrase.
·
Messages
When adding a new message in the message catalog, use a
message set number of 25000 and then use the next message sequence number
available with the appropriate message type (Message, Error, Warning or
Cancel).
Placement
of Custom Programs
It is
recommended to create a new “CCCDS” folder under the current SQR folder for each
PS Home (HDEV, HADM and HPRD). That folder would hold all custom SQR’s
developed in house by
Read/Write
access to the above development CCCDS SQR folder should be given all developers
to be able to move their SQR programs to that folder upon development
completion.
Only Read
access to the test CCCDS SQR folder would be given to developers once their
programs are moved to the test file server area.