Systems Modification and Support Guide<>

Elements of the CampusIT solution that can be configured or customised

Overview

Elements that can be configured

The following elements of the system can be configured:

static data

You can change the options relating to core business elements which vary from institution to institution, such as curriculum structure, fees structure and student record maintenance practices.

You change these options via the various Static Data Maintenance options available in the various QuercusForms menus.

user-defined fields

User-defined fields allow you to define your own metadata categories which can be used to classify custom notes. Custom notes can be attached to student data records and can be used to organise ad-hoc information or to trigger particular workflow actions.

parameters

You can maintain core system-level information such as institution details, standard report parameters and operator information.

You change these options via the File menu options in the QuercusForms interface.

Additionally various non-core or region-specific functions e.g. the use of ISCED or HESA codings, exam-entry types and alumni-related functions can be enabled or disabled by setting parameter values in the SetSQLEnv.sql file.

communications

Options exist allowing you to set up standard user messages and communications.

online services

The QuercusLive online service is highly configurable. You can control many aspects of how the information is displayed in both the staff-facing and student-facing components of the service. For example, you can choose whether student notes or financial information is displayed. You can also restrict the display of sensitive information to specific groups of users via Quercus’s access control facilities.

You can also choose whether staff and students are allowed to edit their personal details and the choose the aspects of the student record that are editable by staff.

letters

Quercus provides facilities to automatically generate mailshots and standard letter types such as offers of places or exam results. The content of these letters can be configured by setting up templates containing your own boilerplate phrases interspersed with special codes which pull information from the database when the letters are printed.

standard reports

Quercus provides an extensive collection of standard reports. The content and labelling of these reports can be configured through the Report Parameters options in the QuercusForms File menu.

Elements that can be customised

The following elements of the system can be customised:

Discoverer reports

The Discoverer reports module allows you to run custom SQL queries against the data held in your Quercus database and output the results of the query as a custom report which can be printed or web-published. These reports can be saved and run on a regular or as-needed basis.

Discoverer business areas

Discoverer allows you to build custom views of the database related to specific business areas. These views are optimised for report querying.

transfers and rollovers

Quercus provides allows you to write custom plugins that will trigger specific workflow actions when year-end or session-end processes, such as transfers or rollovers, are executed.

exam results

Default pass and fail grades, compensation rules and exam calculators to-be-used can be configured through the Marks and Standards option with QuercusForms‘ Progression Manager.

These default rules can be overriden for individual subjects at module instance level via the Progression Rules options within QuercusForms.

You can use the supplied exam calculators or you can interface to your own custom calculators via the Exams Calculator API.

terminology

The user-interface (field names, on-screen messages and help) can be localised to use your own terminology and can be translated into multiple languages.

Localisation and translation is handled using XLIFF resource files.

student and public user interfaces

The QuercusLive interface can be styled to fit your corporate branding,

Styling can be customised through CSS stylesheets and the use of custom graphics.

Please refer to Configuration and customisation options for elements of the CampusIT solution for a detailed listing of the elements — including available documentation, skills required, and services available.

Elements that cannot be configured or customised

The elements listed below can only be modified by CampusIT — they cannot be amended and maintained by customers:

database schema (Quercus and Solar)

application program interfaces (APIs)

web service interfaces

Oracle forms

Configuration and customisation options for elements of the CampusIT solution

system elements

documentation available

competencies required

customer maintains

support available

static data

QuercusPlus User Guide

none

configuration parameters

standard SLA*

training (T&M**)

parameters

QuercusPlus User Guide

none

configuration parameters

standard SLA

training (T&M)

user defined fields

QuercusPlus User Guide

regular expressions (for advanced data validation)

configuration parameters

standard SLA

training (T&M)

communications

QuercusLive User Guide

none

configuration parameters

standard SLA

training (T&M)

online services

QuercusLive User Guide

none

configuration parameters

standard SLA

training (T&M)

letters and standard reports

QuercusPlus Report Guide

QuercusPlus Database Reference Guide

Oracle Reports Builder

source code

standard SLA

(limited to integration API between QuercusPlus and reports/letters)

training (T&M)

Discoverer reports

Oracle Discoverer documentation

(available from Oracle Corp.)

Oracle Discoverer

source code

standard SLA

(limited to standard business areas supplied by CampusIT)

training (T&M)

technical consultancy (T&M)

Discoverer business areas

QuercusPlus Database Reference Guide

Oracle Discoverer

relational database concepts e.g. SQL

source code

training (T&M)

technical consultancy (T&M)

transfer and rollover procedures

QuercusPlus Transfer and Rollover API specification

example of standard transfer

Oracle PL/SQL development

source code

advance notification about changes in APIs

business and technical consultancy (T&M)

exam results calculators

QuercusPlus Exam Results Calculators API specification

example of calculator (source code)

Oracle PL/SQL development

source code

advance notification about changes in APIs

business and technical consultancy (T&M)

terminology

Oracle Application Express
Developers Guide

XLIFF Editor

customised XLIFF files

standard SLA

technical consultancy (T&M)

student and public user interfaces

Oracle Application Express
Developers Guide

Oracle Application Express

Oracle PL/SQL development

cascading style sheets

graphic design

source code

Technical consultancy (T&M)

Application Express training (T&M)

* service-level agreement ** time and materials