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ERP Firewall: Parent / Guardian Access

Product Overview

ERP Firewall: Parent / Guardian AccessGreyHeller Proprietary and Confidential

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Table of Contents

TABLE OF CONTENTS.......................................................................2

INTRODUCTION..................................................................................3

OVERVIEW..........................................................................................3

END-USER EXPERIENCE..................................................................4

Student........................................................................................................................4

Parent / Guardian......................................................................................................6

ADMINISTRATION..............................................................................8

ERP Firewall: Parent / Guardian AccessGreyHeller Proprietary and Confidential

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IntroductionThis document describes the key features of GreyHeller Parent / Guardian Access.

Parent / Guardian Access provides a safe and controlled environment where a student can allow others to access different parts of the student’s information or to allow others to perform tasks such as paying bills on the student’s behalf.

This solution is an extension of the GreyHeller ERP Firewall. It provides fully-configurable access controls and auditing based on conditions such as location, content requested, role, device type, and data. ERP Firewall is in full-scale production at many leading universities and corporations that control access to PeopleSoft.

OverviewParent / Guardian Access includes components for 3 major roles of participation:

Administrative components to provide control over what content can be exposed, how access is audited, and support capabilities.

Student components to allow the student to identify to whom access can be granted, what functionality is exposed, and automated notification of parents/ guardians of the access granted

Parent / Guardian components to allow the parent or guardian to access in a controlled manner the student information in a manner that is easy to understand.

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential

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End-User ExperienceThis section covers the end-user experience for both the student and the parent or guardian. Although the screenshots included in this document show desktop access to these functions, PeopleMobile™ customers will have the ability to access these screens from their mobile devices in a mobile-optimized format as well.

StudentThe process begins with a student granting access to a parent or guardian. The student navigates into the self-service menu to the Parent Guardian Delegation options.

Upon accessing this page, the student has the ability to create IDs for the parent or guardian to utilize for accessing the student’s data (note: this user id is not a PeopleSoft Operator Definition to simplify administration and auditing). He/she also has the ability to pick which areas the parent would be able to access. These categories are fully configurable as part of the product’s configuration features, so that your organization has control over what content is exposed as well as the granularity by which the student can grant access to his/her information.

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential

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Upon the creation the parent/guardian user id, the student has the ability to notify the parent or guardian that he/she has been granted access to the student’s data, how to access the system, and the credentials to be utilized.

Additional capabilities available to the student are the following:

Creating IDs and granting unique access to multiple individuals

Revoking or modifying access for the parent or guardian

Resetting the parent or guardian’s password

Viewing when the access was originally granted to the parent

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential

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Parent / GuardianOnce the parent or guardian is granted access, he can utilize the navigation link and credentials provided by the student. Although this is not required, we anticipate that organizations utilizing this solution will want to provide a custom homepage optimized for Parent/Guardian access that provides instructions, news, and other information optimized for this different type of user.

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential

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Upon successfully providing his/her credentials, the parent or guardian is provided the navigation only to the components that the student granted. The system will log all access and will apply any changes as if the parent were signed in as the student (but with the controls applied).

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential

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AdministrationIn order to maintain a lot total cost of ownership, we have put special focus on the configuration and administrative capabilities of this solution.

Configuring the students’ choicesThis solution gives you complete control over which content and the granularity of selection you provide to your students as they grant access to parents or guardians. This means that you can identify and categorize groupings of content as you see fit. Each grouping is made available as a selectable option by the student for granting access.

This is accomplished through the firewall conditions that are defined in the product. The page used to identify this content is simple and intuitive to use, and also provides features to make it easy to analyze access based on user id, permission list, and role.

Setting the logging optionsThis solution includes powerful logging capabilities, allowing you the flexibility to log the following:

Date/Time

Parent ID

Student who’s data being accessed (both Person ID and User ID)

Content requested

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential

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Actions taken

Location by which access was made (requesting IP address or other attribute)

You also have the ability to segregate logged data in any way you see fit. This may include separating the logging of student financials from enrollment or other functions to make it easier to analyze and audit system access for parents and/or guardians.

Configuring the Parent / Guardian user experienceParent / Guardian user experience can be configured using standard PeopleSoft portal functionality. In general, we see our customers creating a Guest (or Parent / Guardian) portal tab that is the landing page for Parents or Guardians. This portal tab would be configured as follows

1. It is configured for guest access, so that the parent or guardian can learn more about before logging in.

a. Boilerplate information about restrictions

b. News and other information targeted to parents or guardians

c. Schedule and calendar

d. Common links

e. Fundraising information

2. Upon logging in, the user is presented with a homepage that is optimized for a logged-in user

a. Navigation collection with quick links to common functions

b. Pagelets optimized for displaying student content without requiring additional navigation

Once the parent is logged in, the ERP Firewall will prune access based on the privileges granted by the student.

Support CapabilitiesThis solution also provides a number of support capabilities, ensuring that it is easy for the PeopleSoft team to administer and support the solution. These include the following:

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential

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Administrative access to all student functions, allowing an administrator to reset the parent privileges on the students’ behalf.

Mass update capabilities, allowing an administrator to reset privileges for groups of or all students.

Logging capabilities as configured in the product.

ERP Firewall: Parent / Guardian Access GreyHeller Proprietary and Confidential