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User Guide

Create an Order

SSS/EPS Integration

Users of SSS and Enrollment Planning Service (EPS) are now able to create an order in SSS, and then analyze the order as an interactive report in EPS. Subsequently, you can also create an interactive report in EPS and submit your query to SSS for ordering purposes!

You may switch between the two programs multiple times to further refine or analyze your order. Please note that this capability is only available if you have EPS Premium service (able to create interactive reports) and via the ALL Students data source.

Step 1: Before submitting an order, click on the “View in EPS” link at the top of the order form.

Step 2: You may be presented with errors relative to data elements that cannot translate from SSS to EPS and vice versa. This is because some elements that “live” in SSS do not exist in EPS interactive reports, such as Search by Proximity. Select “OK” to proceed.

Step 3: An EPS interactive report will be populated with all relevant SSS data. In EPS, select a row value and a column value for your report and click “RUN”.

Important information about SSS/EPS Integration

If you start in EPS, your interactive report criteria can be sent to SSS to populate an order by clicking the “View is SSS” link. Review your order in SSS and click “Continue” to begin submission of the order.

If a query starts in EPS and is sent to SSS, the Search Title for your order will have “_EPS01” appended to show the origin of the order and how many times it has been passed between SSS and EPS (i.e. the order originated in EPS). The same applies for queries that start in SSS; “_SSS01” will be appended to your EPS report’s name. Queries can be passed back and forth, multiple times. A consecutive numbering format (e.g. SSS01, SSS02, SSS03, etc.) will occur.

Saving a query acts as a “Save As” and therefore you can build multiple orders or reports without worrying about overwriting existing queries or reports. We highly recommend that you delete orders or reports that you do not wish to retain.