Steps: Set Up Student Engagement Printed Items

Security: Custom Report Creation
domain in the System functional area.

Workday Studio.

Configure printed engagement items to use for student engagement plans.

Configure the Printed Engagement Item Assignment Event
business process and security policy in the Campus Engagement functional area.

Ensure that the appropriate users or groups have permissions to send and view printed items on the business process.

Configure approvals. See Concept: Approval Step.

Select

Business Process

Edit Definition

on the Printed Engagement Item Assignment Event
business process.

See Edit Business Processes.

Ensure that the:

Send Printed Engagement Item
step is configured.

Admissions Counselor as Self
or an appropriate security group is configured for the action step.

Create a custom report.

Export and create the business form layout for the report.

Ensure that all the student prospects have a form of address in their contact information.

You can use the

Student Prospect Records for Printing

report data source to run a custom report.

Ensure that the mail coordinator can run the print task.

Run the

Find Student Engagement Items

report and select the printed item.

From the related actions of the

Academic Unit

, select

Roles

Assign Roles

Example: Add the role Student Recruiting Manager
. Select the appropriate Admissions Counselor.

Verify that the Admissions Counselor or appropriate user matches the Mail Coordinator on the

Student Printed Item

Create your engagement plan.

Ensure that the