[ctcLinkfinaidsupport] Item Type Security - Testing in PCD & more...
Brandon Reed
breed at sbctc.edu
Thu Mar 9 11:53:24 PST 2023
Greetings everyone and happy Thursday –
1. Testing item type security in the PCD environment
* All CTC staff now have item type security established in PCD.
* Testing in PCD
i. Functional SF, Financial Aid, and “other” ctcLink users (those outside of SF/Fin Aid but may post charges & payment item types) = Test by visiting the ctcLink pages you use listed in the attached slide deck. Remember, only two types of access were given out, the standard and financial aid. If you find that an item type or group of item types (NODE) are missing, please work with your LSA to attain any additional access necessary.
ii. Local Security Administrators = Feel free to adjust item type security for staff as you see fit.
iii. Each morning in PCD at 7:00, the process to set the previous days item type security adjustments will run, please allow a bit of time for this process to complete prior to reviewing changes.
iv. While testing in PCD, if you have any issues requiring State Board’s SF Supports assistance, please file a ticket:
* with request type: ctcLink Support > Campus Solutions > Student Financials > Other Student Financials
* with subject line “ Item Type Security in PCD WA%%% “
* Query = QCS_SEC_SACR_ITEMTYPE_OPR_DTL = Display SACR Item Type Security by one or all staff per institution (thank you Jill!)
* Tacoma, Spokane(s), and Clark Colleges
i. Please review your item type tree in the PCD environment, it has been adjusted & updated to work properly with i.t. security
ii. We will reach out in the coming weeks to discuss this important tree update with you/your team
1. Move to the production environment
* Item type security configuration will be copied from the PQA environment allowing for LSA’s to adjust staff i.t. security
* The date for opening the PQA environment has yet to be determined – please stay tuned!
1. Resources:
* Next scheduled Q&A for i.t. security will be on April 12th at 1:00pm<https://www.sbctc.edu/calendar>
* March 8th presentation recording on i.t.<https://sbctc.instructure.com/courses/2056628/pages/item-type-security?module_item_id=69908374> security
* QRG = 9.2 Item Type Security<https://ctclinkreferencecenter.ctclink.us/m/96102/l/1651022-9-2-item-type-security>
* Attached slide deck used in presentation
See you at the next meeting or work session!
* State Board S.F. Team
[Title: SBCTC logo - Description: Compass]Brandon Reed
Associate Dir. Campus Solutions - Student Financials
Washington State Board for Community and Technical Colleges
breed at sbctc.edu<mailto:breed at sbctc.edu>
From: Brandon Reed
Sent: Friday, February 24, 2023 9:57 AM
To: Dave Ortega <dave.ortega at bellevuecollege.edu>; ctcLink Student Financials Users <ctclinksme_stufin at lists.ctc.edu>; bar at lists.ctc.edu; ctcLink Security Tech <ctclinksecuritytech at sbctc.edu>; ctclinkfinaidsupport at lists.ctc.edu; PeopleSoft Campus Solutions Users via ctcLinkCSSupport <ctclinkcssupport at lists.ctc.edu>; ctclink_businessanalysts at lists.ctc.edu
Cc: ctcLink Customer Support Services <ctclinkcustomersupport at sbctc.edu>
Subject: KEEPING the ball rolling with Item Type Security
Greetings again everyone!
To keep the item type security convo going, we wanted to share a few more points:
* Last week, we highlighted (in the below reply) ctcLink pages that would be impacted by item type security. The official item type security slide deck has been updated to include those pages (it is attached.)
* Another point to highlight is that this initial rollout will include two types of item type security:
* The first is a “standard” selection of item types & nodes (which will exclude financial aid & waiver item types)
* A vast majority of college staff will receive this “standard” item type security configuration if they work with ctcLink pages that require item type entry.
* The second is a “financial aid” selection of item types & nodes (granting financial aid users all “9#” item types)
* Financial aid staff will be the primary beneficiaries of this as they award/disburse financial aid.
* The State Board team will be “loading” the item type security page for all CTC staff according to the security roles that staff have which accesses those pages which require item types to be entered.
* After that - setting up and adjusting item type security will be handled 100% by the CTCs. It is our recommendation to continue with granting one of the two item type security configurations from this initial rollout.
* The State Board SF Team is hosting another Q&A on item type security on March 8th from 1:00 to 3:00pm<https://www.sbctc.edu/calendar?trumbaEmbed=view%3Devent%26eventid%3D165028304>.
* Prior to then, please take time to review the links in the prior emails below, check out the most updated attached slide deck, and converse with your teams for all questions/concerns.
We look forward to the discussion!
* Your State Board Student Financials Team
From: Brandon Reed
Sent: Friday, February 17, 2023 5:05 PM
To:
Subject: RE: Getting the ball rolling with Item Type Security
Hi Dave and all –
Item types are indeed razor sharp and prickley…which is exactly why are looking to shield folks from their danger!
I’m glad you asked about testing, we can say that when testing commences, the ctcLink pages to take into consideration are the ones listed below - staff that normally navigate to these pages will do so and select the magnifying glass on the item type field (if item types may be selected, then they have access):
* Navigator > Financial Aid > Awards > Award Processing > Assign Awards to a Student
* Navigator > Student Financials > Charges and Payments > Post Student Transaction
* Navigator > Student Financials > Charges and Payments > Group Processing > Create Group Data Entries
* Navigator > Student Financials > Payment Plans > Third Party Contract > Create
* Navigator > Student Financials > Payment Plans > Payment Plan > Create
* Navigator > Set Up SACR > Product Related > Student Financials > Course and Class Fees > Class Fees
* Navigator > Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course Fees
* Navigator > Set Up SACR > Product Related > Student Financials > Tuition and Fees > Term Fees
* Navigator > Set Up SACR > Product Related > Student Financials > Course and Class Fees > Course List Fees
* Navigator > Curriculum Management > Schedule of Classes > Maintain Schedule of Classes
* Navigator > Curriculum Management > Course Catalog > Course Catalog
We invite you to process through each of the above pages…remember, we are only testing for access to the item types!
Only one page in financial aid that will need to be tested. For the Student Financials and Curriculum Management related pages, the item type security we titled as “standard” on the slide deck will be appropriate.
Rest assured - we will build out even more documentation and send it out next week…we look forward to our next warm and fuzzy item type security gathering!
-State Board SF Team
From: Dave Ortega <dave.ortega at bellevuecollege.edu<mailto:dave.ortega at bellevuecollege.edu>>
Sent: Friday, February 17, 2023 9:20 AM
To: ctcLink Student Financials Users <ctclinksme_stufin at lists.ctc.edu<mailto:ctclinksme_stufin at lists.ctc.edu>>; bar at lists.ctc.edu<mailto:bar at lists.ctc.edu>; ctcLink Security Tech <ctclinksecuritytech at sbctc.edu<mailto:ctclinksecuritytech at sbctc.edu>>; ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu>; PeopleSoft Campus Solutions Users via ctcLinkCSSupport <ctclinkcssupport at lists.ctc.edu<mailto:ctclinkcssupport at lists.ctc.edu>>; ctclink_businessanalysts at lists.ctc.edu<mailto:ctclink_businessanalysts at lists.ctc.edu>
Cc: Brandon Reed <breed at sbctc.edu<mailto:breed at sbctc.edu>>; ctcLink Customer Support Services <ctclinkcustomersupport at sbctc.edu<mailto:ctclinkcustomersupport at sbctc.edu>>
Subject: RE: Getting the ball rolling with Item Type Security
Hello Brandon, Charles, and team,
Will SB provide something like a UAT guideline, or checklist for testing this in PCD?
I think more people will have ‘warm fuzzies’ with a more structured guide of ‘what item types should be tested’ instead of ‘cold pricklies’ because folks don’t know exactly what to test 😊
Cheers,
Dave
David Ortega | Business Analyst
[cid:image001.png at 01D9482F.FA8037F0]
IT Change Management Office (CMO)
3000 Landerholm Circle SE, Room B200
Bellevue, WA 98007
bellevuecollege.edu<http://bellevuecollege.edu/>
[Bellevue College logo]
From: ctcLinkSME_StuFin <ctclinksme_stufin-bounces at lists.ctc.edu<mailto:ctclinksme_stufin-bounces at lists.ctc.edu>> On Behalf Of Brandon Reed via ctcLinkSME_StuFin
Sent: Thursday, February 9, 2023 3:42 PM
To: ctclinksme_stufin at lists.ctc.edu<mailto:ctclinksme_stufin at lists.ctc.edu>; bar at lists.ctc.edu<mailto:bar at lists.ctc.edu>; ctcLink Security Tech <ctclinksecuritytech at sbctc.edu<mailto:ctclinksecuritytech at sbctc.edu>>; ctclinkfinaidsupport at lists.ctc.edu<mailto:ctclinkfinaidsupport at lists.ctc.edu>; PeopleSoft Campus Solutions Users via ctcLinkCSSupport <ctclinkcssupport at lists.ctc.edu<mailto:ctclinkcssupport at lists.ctc.edu>>; ctclink_businessanalysts at lists.ctc.edu<mailto:ctclink_businessanalysts at lists.ctc.edu>
Cc: Brandon Reed <breed at sbctc.edu<mailto:breed at sbctc.edu>>; ctcLink Customer Support Services <ctclinkcustomersupport at sbctc.edu<mailto:ctclinkcustomersupport at sbctc.edu>>
Subject: [ctcLinkSME_StuFin] Getting the ball rolling with Item Type Security
CAUTION: This email originated from outside Bellevue College. Do not click links or open attachments unless you validate the sender and know the content is safe. If you are unsure, contact the Service Desk at x4357 (425-564-4357) or email servicedesk at bellevuecollege.edu<mailto:servicedesk at bellevuecollege.edu>.
We are excited to embark on the task of informing & implementing item type security with you all!
Please find the attached slide deck and video link in which the benefits, function, and rollout of Item Type Security are contained. To access the video link, you must have Canvas Work Session access<https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.sbctc.edu%2Fcolleges-staff%2Fit-support%2Fctclink%2Fctclink-training-registration&data=05%7C01%7Cdave.ortega%40bellevuecollege.edu%7C1535d6e64ae14f21ee7e08db0af7b88f%7Cf94c251c1347422eb3ea8ac56befd6cb%7C0%7C0%7C638115831362115775%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=PeghpOvmWmqg%2BB865t3ej2GR7X%2Btfx1Zn%2F%2Bw78tfaFA%3D&reserved=0>.
Item Type Security is Enhancement Request #159<https://ctclinkreferencecenter.ctclink.us/m/112604/l/1589391-enhancement-request-status> for the Campus Solutions Pillar. This enhancement will impact any staff member who has page access that accepts item type as an input value…which we know is a significant number. Please forward, discuss, and prepare for this upcoming enhancement.
We have an hour reserved next week to answer questions that may arise from the video, the slide deck, and your internal discussions on the matter. Please find the link to the Item Type Security questions session that will take place 2/16 @ 2pm.
Within the attached slide deck is our estimate (slide 26) for the time we’re hoping this enhancement to take for implementation…please note, that a start date is nowhere to be found, however, depending on what the majority says - we are hoping for middle of March for a PRD deployment (& maybe even a date with Working Group for a vote on 3/1 or 3/15.)
We look forward to answering all your questions next week!
[Title: SBCTC logo - Description: Compass]Brandon Reed
Associate Dir. Campus Solutions - Student Financials
Washington State Board for Community and Technical Colleges
breed at sbctc.edu<mailto:breed at sbctc.edu>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20230309/e46f366e/attachment-0001.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 32195 bytes
Desc: image001.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20230309/e46f366e/attachment-0004.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.jpg
Type: image/jpeg
Size: 37695 bytes
Desc: image003.jpg
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20230309/e46f366e/attachment-0001.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.png
Type: image/png
Size: 18063 bytes
Desc: image004.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20230309/e46f366e/attachment-0005.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 8117 bytes
Desc: image005.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20230309/e46f366e/attachment-0006.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.png
Type: image/png
Size: 8113 bytes
Desc: image007.png
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20230309/e46f366e/attachment-0007.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: SF Item Type Security 03092023.pptx
Type: application/vnd.openxmlformats-officedocument.presentationml.presentation
Size: 7963946 bytes
Desc: SF Item Type Security 03092023.pptx
URL: <http://lists.ctc.edu/pipermail/ctclinkfinaidsupport_lists.ctc.edu/attachments/20230309/e46f366e/attachment-0001.pptx>
More information about the ctcLinkfinaidsupport
mailing list