Laramie County Community College 1 Housekeeping Laramie County - - PowerPoint PPT Presentation

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Laramie County Community College 1 Housekeeping Laramie County - - PowerPoint PPT Presentation

Feb 09, 2024 493 likes •812 views

RMUG 2014 Laramie County Community College 123SAVEDLISTS!!! Edie Miller Project and Application Support Manager Laramie County Community College 1 Housekeeping Laramie County Community College Please turn off all cell phones

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RMUG 2014 Laramie County Community College

1…2…3…SAVEDLISTS!!! Edie Miller Project and Application Support Manager Laramie County Community College

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RMUG 2014 Laramie County Community College

  • Please turn off all cell phones during

this presentation

  • If you must leave this session early,

please do so as discreetly as possible

  • Please avoid side conversations during

the session Thank you for your cooperation! Housekeeping

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RMUG 2014 Laramie County Community College

  • How to Create SAVEDLISTS
  • How to Populate the Context Box
  • How to Create SAVEDLISTS using Select

Statements

  • How to Create SAVEDLISTS from Rules
  • How to use SAVEDLISTS in Processes
  • How to Manipulate SAVEDLISTS
  • How to Delete SAVEDLISTS
  • Questions and Suggestions

Agenda

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RMUG 2014 Laramie County Community College

How to Create SAVEDLISTS

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Colleague provides screens to create SAVEDLISTS: 1. Know the file IDs needed for the SAVEDLIST 2. Entering IDs in SLED 3. Creating Select Statements in SLCR 4. Using RLPC with Rules in RLDE 5. Using SAAL to Manipulate Lists

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RMUG 2014 Laramie County Community College

Colleague Help

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How to Create SAVEDLISTS - SLED

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Launch SLED and enter a SAVEDLIST name

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Enter file appropriate IDs in SLED

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Enter file appropriate IDs -

  • One at a time
  • From an EXCEL spreadsheet
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Copy and paste from EXCEL into SLED

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Click here Paste here

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RMUG 2014 Laramie County Community College

How to Create SAVEDLISTS using Select Statements - SLCR

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SLCR = Saved List Creation

  • Saved List Spec name
  • Description
  • List to activate
  • Select statements
  • Saved List name – defaults to spec name
  • “Y” to view list results
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How to Create SAVEDLISTS using Select Statements - SLCR

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How to Create SAVEDLISTS using Select Statements - SLCR

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Review the List

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SLCR populates SLED with the results of the query Do you need the list in EXCEL too?

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SLCR with Multiple Files

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Using several SELECT statements from various Files

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SLCR Tips

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  • Use an approved naming convention

EM.GRADES.ON.HOLD

  • Enter a meaningful description
  • Always enter “Y’ to review list
  • Detail to create/edit select statement
  • Test logic one item at a time
  • Avoid computed columns that use

subroutines

  • Multi-valued computed columns will NOT

work

  • Can write SQL statements, but can’t use

limit results feature

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How to Create SAVEDLISTS from Rules

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RLPC uses rules created in RLDE to create a SAVEDLISTS that meets that selection criteria.

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Using RLPC to Create SAVEDLISTS

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Rule name from RLDE

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Using RLPC to Create SAVEDLISTS

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Caution…Caution…Caution…

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  • Do NOT manipulate any rule in RLDE for use in

RLPC.

  • If you find that the rules in RLDE do not serve your

purposes, create the rule as a temporary rule in RLDE that can be manipulated as you see fit.

  • Recommend filling in the description to

makes it clear when a rule is temporary for use in RLPC.

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RMUG 2014 Laramie County Community College

How to use SAVEDLISTS in a Process

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Several Colleague processes offer the opportunity to use a SAVEDLIST to run a process in batch. Enter BATCH in the Quick Access box to see a list.

  • Know the IDs of the file used by the process
  • Create rule in RLDE
  • Create the SAVEDLIST in RLPC
  • Enter the SAVEDLIST on the appropriate screen
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Colleague Help

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RLPC Hints

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  • RLPC can be used in the scheduler.
  • Resulting SAVEDLIST can be used in processes, also in

the scheduler.

  • Make sure you are using the correct file IDs for the

process.

  • Whenever possible, try to use only one rule.
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How to Manipulate SAVEDLISTS

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SAAL enables the manipulation of SAVEDLISTS

  • Union
  • Differences
  • Intersection

SAAL enables sorting of SAVEDLISTS

  • Ascending Left
  • Ascending Right
  • Descending Left
  • Descending Right
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How to Manipulate SAVEDLISTS - SAAL

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How to Populate the Context Box

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  • Change icon to Person Search
  • Click on the Advanced Search
  • Enter the SAVEDLIST name
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Multiple Context Entries – slick!

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Click on Search to see the results in EXCEL

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Multiple Context Entries – slick!

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Output shows:

  • Name
  • ID
  • Social
  • Address Line
  • Address CSZ
  • Source
  • DOB
  • Birth Last
  • Where Used
  • Check the Select All
  • Click Open – at the

bottom of screen

  • The Context Box

now contains all of the items in the SAVEDLIST

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How to Delete SAVEDLISTS

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Deleting SAVEDLISTS is just as important as creating them.

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Deleting SAVEDLISTS using SLED

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  • Open SAVEDLIST
  • Detail into items
  • Select All
  • Delete
  • Save
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Resources

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Special thank you to: Christine, Director University Information Systems, Franklin University Julie Wilson, Financial Aid Director LCCC

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Questions and Suggestions Edie Miller edmiller@lccc.wy.edu 307.778.1324 Questions and Suggestions

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