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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♱ Excluding VAT/GST

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You can request classroom training in any city on any date by Requesting More Information

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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.

Technical Topic Explanation

PeopleSoft applications

PeopleSoft applications are a suite of software tools provided by Oracle, designed to assist organizations in managing various business processes. They encompass functions such as human resources, finance, supply chain management, and customer relationship management. These applications are integrated systems that allow data to flow seamlessly across departments, improving communication and operational efficiency. By using PeopleSoft, organizations can automate many routine tasks, compile comprehensive reports quickly, and enhance data accuracy, which collectively contribute to better decision-making and strategic planning.

Business Process Overview

A Business Process Overview provides a detailed depiction of the steps within a business operation. It outlines how tasks are completed, who performs them, and the sequence in which they occur. This visualization helps identify inefficiencies and areas for improvement, facilitating clearer communication and better decision-making across departments. Understanding these processes is essential for streamlining operations and enhancing productivity, ultimately contributing to the organization's performance and success. Knowing this helps teams align their workflows with organizational goals efficiently.

3C Security

3C Security refers to a comprehensive cybersecurity concept focusing on three critical components: Confidentiality, Integrity, and Availability (CIA). These elements work together to protect sensitive data from unauthorized access (Confidentiality), prevent unauthorized modification (Integrity), and ensure data is accessible to authorized users when needed (Availability). Emphasizing this triad helps organizations safeguard their information systems and data from cyber threats, ensuring a robust security posture essential for maintaining trust and operational effectiveness in our increasingly digital world.

Managing Communications

Managing communications involves overseeing and coordinating all aspects of information exchange within an organization or between an entity and its external stakeholders. Effective management of communications ensures that the message is clear, concise, timely, and delivered through the appropriate channels. Key components include defining communication objectives, selecting the right mediums (emails, meetings, social media, etc.), audience analysis, message crafting, and feedback evaluation. Proficiency in communication skills and strategic use of technology are essential to enhance interaction, promote transparency, facilitate collaboration, and support the overall goals and reputation of the organization.

Communication Generation Process

The communication generation process encompasses how messages are formulated, sent, and interpreted within various channels, embodying the coordination of both verbal and non-verbal cues. It begins with the sender, who develops a message to be communicated. This message is then encoded and transmitted through appropriate mediums (e.g., spoken words, emails, gestures). Once received, the recipient decodes the message, interpreting its meaning based on contextual comprehension. Effective communication hinges greatly on refining communication skills, ensuring the message is clear, purposeful, and well-received, often necessitating feedback to confirm understanding or rectify errors, thus completing the communication cycle.

Resetting Generated Communications

Resetting Generated Communications involves refreshing and updating the methods and systems used to create automatic messages in technology and business settings. This process ensures that automated communications like emails, notifications, and chat responses remain relevant, effective, and clear. It improves engagement by ensuring messages are coherent and finely tuned to meet current user expectations and business objectives. This reset can also involve reevaluating the communication strategies to enhance performance and efficiency within IT frameworks.

Managing Checklists

Managing checklists is a practical tool used in both business and personal settings to help organize tasks, ensuring nothing gets overlooked. It involves creating a list of items or actions that need to be completed. This list then serves as a visual reminder, helping to enhance productivity and efficiency. Effective checklist management often incorporates regular updates and reviews, confirming each task's completion and revisiting those that might need additional attention. This method is particularly useful in enhancing communication among team members, as it clearly outlines what needs to be done and tracks progress transparently.

Managing Comments

Managing comments involves monitoring, responding to, and organizing user feedback on digital content, such as blog posts, social media, or online articles. Effective management of comments can enhance communication skills by fostering community engagement, addressing concerns, and building a positive image for a brand or individual. By actively managing comments, you can ensure constructive dialogue, mitigate negative interactions, and highlight positive feedback, thereby improving the overall online interaction experience and effectiveness of communication.

PeopleSoft 3C Engine

The PeopleSoft 3C Engine is a tool used within PeopleSoft applications to manage three key functions: Communications, Checklists, and Comments (hence, the 3Cs). It streamlines processes that require tracking interactions, tasks, and feedback relating to individuals in an organization. By using this engine, institutions can automate and customize workflows, ensuring that all necessary communications and tasks are completed efficiently and timely. This tool is particularly valuable in sectors like education and human resources, improving overall management and organization of student and employee data.

PeopleSoft Mass Change

PeopleSoft Mass Change is a tool used within the PeopleSoft ERP (Enterprise Resource Planning) system to perform bulk updates to large volumes of data simultaneously. It allows organizations to make consistent changes across multiple records, improving data accuracy and process efficiency. This tool is especially valuable in situations where manual updates would be time-consuming and prone to errors. By automating updates, organizations can ensure data integrity and free up valuable resources to focus on other critical tasks. Mass Change supports various modules, including Human Resources, Finance, and Supply Chain Management, making it a versatile tool in the PeopleSoft suite.

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.