3Cs - Communications, Checklists and Comments Rel 9.2 Ed 4 Course Overview

3Cs - Communications, Checklists and Comments Rel 9.2 Ed 4 Course Overview

The 3Cs - Communications, Checklists, and Comments Rel 9.2 Ed 4 course offers comprehensive training on how to effectively manage and automate communications, tasks, and comments within PeopleSoft applications. This course helps learners understand the critical role that the 3Cs play in streamlining business processes and enhancing user productivity.

Starting with a Business Process Overview, learners are introduced to the 3Cs concept and the various PeopleSoft products that integrate these features. Establishing 3C Security is crucial for safeguarding information and ensuring that only authorized personnel have access to sensitive communications, checklists, and comments.

The course then delves into Managing Communications, teaching how to set up and secure communications, as well as how to create and dispatch them manually or automatically using the Communication Generation Process. Additionally, lessons on Resetting Generated Communications offer the ability to maintain accuracy and relevance in communication strategies.

Managing Checklists and Managing Comments sections focus on the creation, assignment, and security of tasks and notes, which are vital for organizational tracking and feedback. Finally, the course concludes with Assigning 3Cs Automatically Using the PeopleSoft 3C Engine, a module that teaches how to utilize the 3C engine for both real-time and batch processing, demonstrating its integration with PeopleSoft Mass Change.

Through this course, learners will gain the skills necessary to leverage the 3Cs effectively, ensuring efficient management of communication strategies, task lists, and comment logs within their organization.

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  • Live Online Training (Duration : 16 Hours)
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  • Live Online Training (Duration : 16 Hours)
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♱ Excluding VAT/GST

Classroom Training price is on request

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Course Prerequisites

To successfully undertake training in the 3Cs - Communications, Checklists, and Comments Rel 9.2 Ed 4 course, potential learners should meet the following minimum required prerequisites:


  • Basic understanding of PeopleSoft applications and navigation.
  • Familiarity with the general concepts of customer relationship management and the purpose of communications, checklists, and comments within a CRM context.
  • Knowledge of fundamental data entry and data management practices.
  • Ability to comprehend business processes and the role of standardized procedures in organizational efficiency.
  • Basic computer literacy, including proficiency with word processing, spreadsheets, and email communication software.

Please note that while these prerequisites are designed to ensure a successful learning experience, our course is structured to accommodate a range of skill levels, and supplementary resources or support may be available for those who are less familiar with the material.


Target Audience for 3Cs - Communications, Checklists and Comments Rel 9.2 Ed 4

  1. The 3Cs - Communications, Checklists, and Comments Rel 9.2 Ed 4 course is designed for IT professionals managing PeopleSoft applications.


  • PeopleSoft Administrators
  • PeopleSoft Security Specialists
  • Business Analysts specializing in PeopleSoft systems
  • IT Project Managers overseeing PeopleSoft implementations
  • PeopleSoft Developers and Technical Consultants
  • HR Technology Managers and Analysts
  • ERP System Analysts and Consultants
  • Database Administrators managing PeopleSoft environments
  • IT Compliance and Security Officers
  • User Experience Designers for PeopleSoft applications
  • Quality Assurance Specialists working with PeopleSoft
  • Training Coordinators for PeopleSoft user education


Learning Objectives - What you will Learn in this 3Cs - Communications, Checklists and Comments Rel 9.2 Ed 4?

Introduction to Learning Outcomes and Concepts

Gain expertise in the 3Cs—Communications, Checklists, and Comments—within PeopleSoft 9.2, focusing on setup, security, and automated processes for effective data management.

Learning Objectives and Outcomes

  • Understand the fundamentals of the 3Cs in PeopleSoft and recognize which PeopleSoft products incorporate these features.
  • Learn to identify and implement security requirements and building blocks essential for 3C functionality.
  • Gain the ability to set up and manage 3C security for ensuring controlled access and data integrity.
  • Acquire skills for configuring and utilizing communication templates, including manual creation and assignment of communications.
  • Master the communication generation process, including setup, execution, and management of generated communications.
  • Develop the competence to reset and manage communications effectively within the PeopleSoft environment.
  • Learn to identify checklist components, establish checklists, and utilize tracking groups for streamlined operations.
  • Understand how to set up, view, and manage comments, including manual entry and security setup for comment components.
  • Explore the automated assignment of 3Cs using the PeopleSoft 3C Engine, including understanding both real-time and batch processing.
  • Comprehend the relationship between the PeopleSoft Mass Change feature and the 3C Engine to enhance data management and operational efficiency.