PeopleSoft Essentials Manual - Professional Development Center
Contents
1. 422. My Dictionary lt Using 19th 41st Hour September 2008 gt 35 p Peo leSoft 9 0 Essentials USING 19th 41st HOUR continued Advisement for 19th 41st Hour displays 3 Click CLC Advisement 19th 41st Hour Advisement for 18th 41st Hour 45 CLC Advisement 18th 41st Hou G CLC Advisement 19th 41st Hour CLC Advisement 19th 41st Hour footprints display Home Sign out Add to Favorites 4 Choose the one you want from the list on the left A OR from the icons on the right B Advisement for 19th 41st Hour El p HCL Advisement 19th 41st Hot A Add Comments Ap View Comments Jp Class Roster fp Find Student Id Remove Service Indicator gt Set Operator Defaults Ap View Acad Restriction Load Ap View Academic Standing View Addresses 4 View Electronic Addresses gt View Phones Ap View Program Plan fp View Student Groups fp View Student Schedule fp View Test Scores Ap View Transcript Find Student ID ic Find Student Id ic View Addresses Information Tools for Advisement i ic View Transcript View Test Scores v ic View Student Groups View Program Plan proficiencies etc View Phones Home Add to Favorites Sign out ic View Electronic Addresses ic View Academic Standing ic View Student Schedule ic View Acad Restr Add Advisor Comment Add Prog Change Comment Remove ADV Ser
3. Sequencing and Editing Favorites You can order your list of favorites in whatever sequence works best for you The default is alphabetical order by menu page name And the default sequence number is zero To change the order using Sequence Numbers do the following 1 Select Edit Favorites under My Favorites in the Menu pagelet The Edit Favorites page appears Search New Window Help Customize Page o 7 My Favorites Edit Favorites Change My Password E re Click the Save button after editing or deleting favorites Edit Favorites i Customize Find 2 a EEEPPZILITT gt Self Service i Sequence number gt Campus Community r gt Records and Enrollment community Directory Search 0 Delete gt Curriculum Management gt Set Up SACR Change My Password 1 Delete gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary 2 Enter a different sequence number for each of the menus to be rearranged in your list of favorites Note Keep in mind that a favorite with a sequence number of one 1 will appear first in the list then two 2 and so on 3 Click Save to save the new sequence i Using Favorites September 2008 pe 22 PeopleSoft 9 0 Essentials Sequencing and Editing Favorites continued To change the order using menu titles do the following 1 Select Edit Favorites unde
4. College of Lake County lt Professional Development Center September 2008 P TABLE OF CONTENTS L IN ROC TOWN Pc 1 2 GETTING STARTED rca de ce sccteeees ese secsncdanceendastesssscsecessssesecsocesadueedessessscehsiestesssnesscoeneeese 2 ACCESSING PEOPLESOFT RERO 2 LOGGING OFF OF PEOPLESOFT acccssttbeteneesenituersituuten utat EE ese sesdoeseen E E ELA PEN DUE E RCM 3 S USING LHB MENUS 5 sssescececchacessaceceseccstactesscuasesccessceevecsa tucedesceaueseuscuccesseessadssesenceesesscsts 4 MIE NUG W r 4 USING MENUS 0 ccccccccccccccccccccccccccccccccccccecccceceeeeeceececceccesceceeeeeeceseeceeececesecececeeseesecesseseeseseseeseeeeeress 4 GENERAL ORGANIZATION OF MENUS wu ccccccccccessscscccccccsecsssseesseseceeecesssssssssceeseesesseseseseeeeeens 5 Displaying and Hiding the Menu Pagelet sse 5 Using the Menu Pagelet sss senes rnns einer nne r nnns nnns 5 Opening a Page from the Navigation M Nu ccccccccccscccessscceessseceessseceesseceesseeeeenseeeens 6 Using the Menu Search Function cccccccccccceessccceesseceessceceessceceesseecessseeceesseeceesseecestseeeeesas 7 4 CONDUCTING SEARCHES ssviicssestesecsnccssasssstcondeenssecessstsswachoesesevaasoeseouesscesesssonsseweseeaseness 12 USING SEARCH OPERATORS sr scinsssesccscivensncassosseocnsansraasseserivneeusnaaaveve
5. in the Excel 97 grid download row 4 Select Yes Optian Categary General Options Personalizations Find First 4 1 5 of 5 Ll Las Personalization Option Default Value Override Value Accessibility Features Accessibility features aff Excel 87 grid download Mo Time page held in cache Goo Multi Language Entry Ma Spell Check Dictionary Use session language Restore Category Defaults We have now turned on or activated the download function in PeopleSoft 5 Click OK to save this setting The following window will appear Save Confirm k Your Personalizations have been saved 6 Return 6 Click Return You will return to the Personalizations main window lt Personalizations September 2008 gt 41 Show Reference Pane gt PeopleSoft 9 0 Essentials Using My Personalizations continued The table below provides information regarding the various column headings in the My Personalizations area Option Category Shows the description of the category of personalizations This helps you to make sure that you have the correct category open parsonalizatioh This column lists all of the personalization options available for you to modify Option The text that appears in the list is a brief description of the option For more information on the option click the Explain link Refers to the initial settings that your administrator has
6. Self Service Campus Community Records and Enrollment b Curriculum Management gt Set Up SACR gt WWorklist Reporting Tools PeopleTools Change My Password My Personalizations My System Protile My Dictionary There are four areas that you can personalize 2 Click on General Options Personalize Option button General Options Regional Settings System amp Application Messages Navigation Personalizations Personalizations Standard setting Changes to Personalization settings require you to log off and log back on in order to take effect Personalize Option Personalization Description General Options s are in effect Categories Regional Settings System amp Applic ation Messages Navigation Personalizations 2 Personalize Option Persona Persona Persona lize Option lt Personalizations September 2008 gt 40 PeopleSoft 9 0 Essentials Using My Personalizations continued The following screen will appear Option Category General Options Personalizations Find First 1 5 of 5 L Last Personalization Option Default Value Override Value Accessibility Features Accessibility features off Excel 87 grid download Mo Time page hald in cache Goo Multi Language Entry Ma Spell Check Dictionary Use session language Restore Category Detaults OK Cancel 3 Click the down arrow to the right of No
7. Click in the Search prompt again 2 Type user defaults 3 Press Enter e gt Campus Community gt Records and Enrollment gt Cumiculum Management Sh Swe fe rm Frafila My Dictionary The Search screen will display as seen below Search Enter search keywords separated by a space Use quotes for any phrases For example Cities Countries United States 9 New Search Search Within Results 4 luser defaults Find Hide Summaries Search Results 1 Liser Defaults Customize Settings Search Tips Define user defaults Home Set Up SACR User Defaults Powered by Ve f l y 4 Click on the Search Tips hyperlink lt Using The Menus September 2008 gt 9 PeopleSoft 9 0 Essentials Using the Menu Search Function continued A list of suggestions for using the Search prompt will display Search search Tips Phrases se quotes around words that make Up a phrase For example Stock Option All Words se an and ta specify that all words must appear in the results Far example Stock Option and grant Any Words Lise an orto specify that any word must appear in the results For example stock Option or bonus 5 Click on the Return to Search hyperlink The Search screen will display again Search Enter search keywords separated by a space Use quotes for any phrases For example C
8. Create assignments and due dates Information progress and grades gt Involvement Faculty Center T Bo 000 S zm Gradebook Personal Information a Pay oll and Compensation ne Benefits View My Advisees Review and update your personal A j9 Community Directory S Search View Paycheck Leave Balances E Compensation History gt Campus Community gt Records and Enrollment Class Search Browse Course Catalog p Campus Personal Information gt Curriculum Management Use search criteria to find a class Browse the course catalog by gt Worklist to your record gt Reporting Tools Personal Data Summary gt PeopleTools E Addresses Change My Password i Names My Personalizations 18 More My System Profile DIM 2 MEDIEN ES Involvement p Community Directory Search y n r z Make a gift or pledge View history Bie Find the email address or the phone about my participation as a donor or a number of a student an employee or member an alumnus Ways To Give My Involvement lt Using Self Service September 2008 P Access your advisee roster and gt Benefits vour class student and advisee enter grades for assignments and view details including academic gt Campus Personal related activities submit mid term and final grades information class schedules degree Review your pay and compensation Review health insurance savings Class Search information histo
9. Degree 0408782 Goldberg AnneMarne GoMbegAmweMare ea7 t20 207 Graded oe Studies General Freshman lmz wd j i 0484511 Goldmann Jana rest English as a Second Second Lang Begin ping 0271983 Hillebrand Kathleen A 7265 7037 p Cc esa Health Informaton Technology Nursing sasea ffice Systems 80457646 Kogan Mainew Lee Boa E E Graded General Oficersdministratree hiar i Administrative Office Systems Assistant Cert Bites 6 Select Print lt Printing September 2008 gt 25 PeopleSoft 9 0 Essentials Printing Option 1 File gt Print continued The Print window displays General Options Select Printer Bosse 2 2 Add Printer Adobe PDF DELL5110 DELL5110cn HP LaserJet _ Color lt T gt Status Ready Print to file Location Comment Find Printer Page Range All Number of copies Selection Current Page Pages 1 Collate Enter either a single page number or a single page range For example 5 12 eo cea 7 Click the Print button to send the roster to the printer Note Any printed output from PeopleSoft pages will be displayed as a pdf file in the reports manager It is no longer necessary to go to a Reports Drive to get output Printing Option 2 Printer Friendly Version 1 While the class roster is displayed scroll
10. Facility and Event Information Maintain Facility and Event Information F Search for a Facility Class Facility Usage Instructor Advisor Information Maintain instructor and advisor information i Instructor Schedule Instructor Term Workload Instructor amp dvisor Table t CLC Instructor Contract teat Main Menu gt Curriculum Management gt 2 Course Catalog Maintain course catalog information Course Catalog Create view and update courses course offerings and course components lt Using The Menus September 2008 P 2 Schedule of Classes Maintain schedule of classes information f Class Search Schedule New Course Maintain Schedule of Classes 10 More A Combined Sections Create combined section IDs and identify classes to be combined Combined Sections Table Identify Combined Sections Class Roster View and print class rosters i Class Roster FE Print Class Roster 7 Learning Management Systems Enable the sharing of instructional content and data T LMS Batch Extract Process Print Course Catalog Produce the course catalog Roll Curriculum Data Forward Copy schedule and workload from term to term and update schedule with catalog changes FE Course Roll Dynamic Dates Maintain Dynamic Dates F Class Section Dynamic Dates Grading Maintain grade processing Create Grade Rosters Grade
11. P ps PeopleSoft 9 0 Essentials 3 USING THE MENUS Menus The PeopleSoft 9 0 system uses menus extensively as navigational tools The menus look entirely different than previous PeopleSoft version menus Using Menus On the left side of the PeopleSoft 9 0 Home page the Menu pagelet is displayed It contains a list of folders which provide the primary method for moving through the system This list contains the areas of the system to which you have access Search 1 j O D My Favorites Self Service Campus Community Records and Enrollment E Curriculum Management gt Set lp SACR Reporting Tools PeopleTools Change My Password My Personalizations My System Prafile My Dictionary Folders Note The Menu pagelet displays all folders available to the current user The folders available will vary based on the user s security permissions Many of the high level folders names have changed For more details download PeopleSoft Version 9 0 Essentials Cheat Sheet at the PDC web site For example Build Community is now the Campus Community folder and Student Administration is now the Set Up SACR folder Additionally the arrangement of folders has changed The hierarchy and submenus have changed as well When you first begin using PeopleSoft 9 0 you may have to do some exploring to determine the locations of the functional areas you need to use lt Using The Menus
12. Pane Show Graphics Print Applications Home PeopleBooks Enterprise PeopleTools 8 49 PeopleBook Using PeopleSoft Applications Using Keys and Search Pages First 4 4of8 DI Last Using Keys and Search Pages This chapter provides an overview of keys and search pages and discusses how to use search pages to retrieve data Understanding Keys e A field or a combination of fields uniquely identifies every table in your PeopleSoft database For example the employee ID field uniquely identifies your employee records As another example when employees enroll in training classes the combination of employee ID course code and course start date uniquely identifies enrollment requests The fields that uniquely identify your data are called keys or key fields To display a page you enter the keys to search for on the search page so that the system can retrieve the correct row of data For example to retrieve the personal data page for Jim Smith you must specify the key data in the search record for that employee A search record is the list of defined search keys that help you locate data The search keys are the fields that you are prompted for on a search page If you run Search by exactly specifying the key fields the system will always return only one or no result Most transaction pages or components have search records associated with them If you select other pages that have a common search record such as pages within a compone
13. Requirements Combined Sections Dynamic Dates gt Facility and Event Information Class Roster Grading Instructor Advisor Information Learning Management Systems gt Student Financials gt Set Up SACR gt Worklist gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary Search gt My Favorites gt Self Service gt Campus Community gt Student Admissions gt Records and Enrollment 7 Curriculum Management v Course Catalog Print Course Catalog Course Equivalencies gt Schedule of Classes gt Roll Curriculum Data Forward gt Enrollment Requirements gt Combined Sections gt Dynamic Dates gt Facility and Event Information gt Class Roster gt Grading gt Instructor amp dvisor Information gt Learning Management Systems gt Student Financials gt SetUp SACR gt Worklist gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary Add to Favorites m Curriculum Management Define Course Catalog and Schedule of Classes manage attendance and grading Course Catalog Maintain course catalog information F Course Catalog Print Course Catalog Course Equivalencies Enrollment Requirements Maintain course requisites Enrollment Requisite Summar Enrollment Requirement Summary Enrollment Advisement Report
14. September 2008 P 4 gt PeopleSoft 9 0 Essentials General Organization of Menus The table below provides some basic information on how things have changed in the menus PeopleSoft 8 Menus PeopleSoft 9 Menus 23 Build Community 2 Campus Community Manage Student Records Records and Enrollment O Establish Courses Curriculum Management Displaying and Hiding the Menu Pagelet The menu pagelet can be displayed expanded or hidden collapsed at any time To collapse the menu pagelet click the E button To re expand the menu pagelet click the button EI The Ctrl Control Y hot key combination will also collapse and expand the menu Using the Menu Pagelet To use the Menu pagelet you may either select a folder or menu item in the list or use the search prompt at the top of the window to search for a particular folder Navigation to pages is accomplished through selections in the Menu If a Menu selection has other choices associated with it you will see an arrow pointing sideways towards the selection b This indicates that there are submenus associated with the menu item If a Menu choice is open and the additional submenus associated with it are visible the arrow next to the Menu choice will point downwards If a Menu choice navigates you directly to a page it will have a hyphen in front and be underlined in blue type suggesting that it is a hyperlink to
15. a page Menu I Search 43 Search Prompt gt My Favorites gt Self Service gt Campus Community Records and Enrollment gt Curriculum Management Set Up SACR gt Reporting Tools PeopleTools Change My Password My Personalizations My System Frofile AIG eE My Dictionary Menus with Submenus To select a Menu item click your mouse on the desired selection This will expand the associated Menu choice to its submenu You may also click on any of the page links at the bottom of the Menu pagelet lt q Using The Menus September 2008 P 5 Peo leSoft 9 0 Essentials Using the Menu Pagelet continued Opening a Page from the Navigation Menu 1 Click on Curriculum Management in the Menu pagelet The Curriculum Management menu will expand and the submenus will now be available The Main Menu pagelet will also be visible as seen to the right You can access any of the submenu options Course Catalog Schedule of Classes Enrollment Requirements Combined Sections Faculty and Event Information Class Roster Grading and Instructor Advisor Information by clicking on the menu item in either the Menu pagelet or the Main Menu pagelet gt Campus Community gt Student Admissions D Records and Enrollment Curriculum Management Course Catalog Schedule of Classes Roll Curriculum Data Forward Enrollment
16. begins with 4 J Seve etum to Advanced Search 2 Click in the Name of Search prompt 3 Type Course Catalog AOS and CIT 4 Click the Save button The Save Search As window displays Save Search As Search saved as Course Catalog A08 and CIT o Return ta Advanced Search 5 Click the Return to Advanced Search hyperlink At the top of the Course Catalog window will be a Use Saved Search prompt Your saved search Course Catalog AOS and CIT will be in the prompt for reuse whenever you enter the Course Catalog component Course Catalog Enter any information you have and click Search Leave fields blank for a list af all values Find an Existing Value Add a Mew Value Use Saved Search Course Catalog AOS and CIT Academic Institution CLCCC Subject Area in ow AQS CIT Catalog Nbr begins with Campus begins with Course ID begins with Description begins with C linclude History Case Sensitive 6 Press Enter or click the Search button d Conducting Searches September 2008 gt 15 S PeopleSoft 7 0 Essentials Saving Search Criteria continued A search result list will display as seen below Search Results b i e Any A First E 1 76 of 78 1 L ast g 7 Click on the first course description listed in the Search Results The course will now display Catalog Data Components GL Interface Course ID 000255
17. ending number The result values equal to 36 and 45 as well as The Academic Institution prompt defaults to CLCCC which is the only valid entry for this field 1 Click on the down arrow to the right of the Subject Area prompt 2 Select in Note Defaults like CLCCC are set by the user in Operator Defaults If not set the user has more repetitive input to do each day See Setting User Defaults section in PS 9 0 Basics User Manual The in operator allows you to select a list of valid values rather than a single value Course Catalog Enter any information you have and click Search Leave fields blank for a list of all values Find an Existing Value Add a Mew Value Academic Institution Subject Area v Catalog Nbr 2 swith w Campus begins with Course ID begins with Description begins with include History Case Sensitive search Clear Basic Search Ig Save Search Criteria d Conducting Searches September 2008 gt 13 gt PeopleSoft 9 0 Essentials Using Search Operators continued 3 Click in the Subject Area prompt 4 Type CIT AOS Course Catalog Enter any information vau have and click Search Leave fields blank for a list of all values Find an Existing Value Add a New Value Academic Institution CLECE Subject Area in w ICIT AOS Catalog Nbr begins with Campus begins with Course ID begins wi
18. notification ontact Information Addresses Find view al First Mla of 4 Last Phone Type IPhone Ext Country Preferred Address Type I Nw D Effective Date 08 08 2007 a B Status Active v Country USA a Address Edit Address save E Notity b Refresh Note PeopleSoft 9 0 s e mail function is intended for use when communicating specifically about PeopleSoft related information actions Otherwise continue to use CLC s e mail system lt q New Functionality September 2008 b y PeopleSoft 9 0 Essentials 6 USING SELF SERVICE The Self Service area in PeopleSoft 9 0 contains the following areas Self Service can be accessed using the main menu and can be used by staff to look up specific 1 2 3 4 5 Personal Information Payroll and Compensation Benefits Campus Personal Information Involvement information including Home and mailing addresses Phone numbers E mail addresses Emergency contacts Marital status Name changes Paycheck Direct deposit Compensation history W 4 tax information W 2 reissue request Faculty event tracking Add to Favorites Main Menu P Self Servi ae elf Service gt My Favorites i m Self Service Navigate to your self service information and activities gt Personal nformation Hilje Faculty Center Bo adebook View My Advisees gt Payroll artis Compensation Use the Faculty center to manage all z
19. specified for the option If Default Value you do not modify the default value the option assumes the value provided by the system administrator Override Value Enter any custom value you want to assign to the personalization option To override a default setting means to use in place of the default setting Click this link to view more information on what the personalization option provides See the following section for more information on the Explanation page Restore Category Returns all modified options to the default values This button applies only to the Defaults current category as in the category you have open After you have made any modifications click OK so that the system records your OK Cancel changes If you do not want your changes recorded click Cancel If you have not made any changes and just viewed the options you can use either button to return to the Personalizations page To learn more about the options for personalization you should read the Explain link in each row adjacent to each of the Personalization Options Option Category General Options Personalizations Find Firat EEEFETIDIES Personalization Option Default Value Override Value Accessibility Features Accessibility features off Excel 97 grid download ho Time page held in cache Goo Multi Language Entry Mo Spell Check Dictionary Use session language Restore Category Defaults OK Cancel Personalizations September 2008 gt
20. system if the PeopleSoft system has changed after 9 01 08 44 Introduction September 2008 1 5s PeopleSoft 9 0 Essentials 2 GETTING STARTED Accessing PeopleSoft You will continue to access PeopleSoft from the link s provided on the CLC Intranet Home page as indicated below Both the Student Administration amp Human Resources and Finance System will be using the PeopleSoft 9 0 version 1 Click on the Student Administration amp Human Resources Production link amp CLC Intranet PO search Intranet Departments Divisions amp Disciplines Directory Governance CLC Public Web Site Faculty amp Staff Resources CLO Administrative Systems Student Administration amp Human Resources PRODUCTION Finance System PRODUCTION Student Admin amp Human Resources TRAINING Student Self Service PRODUCTION PeopleBooks Outlook Email Web Access Document Imaging Grayslake Campus Events published weekly by Ed Affairs Human Resources Professional Development Professional Development Center Academic Quality Improvement Program 40 1P The sign in screen appears lt gt College of Lake County Use your CLC NETWORK ID amp Password Password J G Ea Signin If you are unable to sign in please call Help Desk at Extension 2052 Human Resources amp Student Administration System All rights rese
21. the window Enter the keyword to search for accessibility features access keys printing list af using accounts guest access to favorites Adobe Acrobat viewing reports in Report Manager Advanced Look Up page advanced search pages analytic grids customized layouts dragging and dropping data editing grid data hierarchical dimension data navigating pivoting data cubes and dimensions slicing data understanding working with apply button basit search pages An alphabetical index of keywords or topics appears You can scroll through the list or simply type a keyword into the Search prompt The window will automatically scroll down to the area of interest lt Using Help September 2008 P 38 PeopleSoft 7 0 Essentials USING HELP continued Note PeopleBooks Help may not take you to the exact reference because of the CLC customization of PeopleSoft 9 0 You ll receive the message No content available and then be returned to a more general high level help page instead lt Using Help September 2008 gt 39 leSoft 9 0 Essentials Peo 11 PERSONALIZATIONS Using My Personalizations PeopleSoft 9 0 provides a section where you can create Personalization preferences The My Personalizations link can be found near the bottom of the Menu pagelet 1 Click on My Personalizations in the Menu pagelet Q My Favorites gt
22. to the bottom of the roster 2 Click on Printer Friendly Version Enrolled Students Grad m9 A Em 555 Mai Basis i 1 Career Degree ar Certificate amp aE jososiso Bell Patricia Ann Graded 3 00 CARER Administrative Assistant Da Customize a Career Degree or Certificate Rs aan7304 Bone Alva J Graded CARER Adm inietratiue Aosreb3nt Sophomore Career Degree or Certificate 3 R 0450617 Erito Trycia B Graded 3 00 CARER Business Sophomore Management Supervisia Career Degree or certificate 0516233 Evans Lula Marie CARER Administrative Assistant Cert Freshman Associate Transfer Degree f LI 3 0502232 Hernandez Deisv Graded 3 00 TRANS ucro is Sophomore 2 Madura cheryl Career Degree or Certificate e PRINTER FRIENDLY ERSION The printer friendly version of the roster appears on the screen 3 Click CTRL P lt Printing September 2008 P 26 PeopleSoft 9 0 Essentials Printing Option 2 Printer Friendly Version continued The print window appears Vo General Options Select Printer 2 du Add Printer Adobe PDF DELL5110 DELLS110cn HP LaserJet Color v K H Status Ready Print to file Location Comment Find Printer Page Range All Number of copies Pages E i Enter either a single page number or a single page range For example 5 12 e PT 4 Click Print to print the roster Prin
23. Business Communications Automated Office Technologies CcomputerBasicsrSaftware Apps Comprehensive Word Processing Machine Transcription Adv Ward Process Desktop Pub Records Management Business Mathematics Intermediate keyboarding Computer keyboarding Computer keyboarding Il Business English keyboard Speedi amp ccuraey Bldg Intermediate keyboarding Business Education Elective Admin Office Procedures Presentation Software Integrated Office Projects Advanced keyboarding Practicum in Secretarial Sci Effective Date ogn s2008 5 Status Description Business Communications Business Cammunicatians Long Course Title ADS Long Description A course designed to improve communication skills and prepare a student for success in ateam environment Students will learn how to write clearly and concisely Topics include a review of punctuation document formatting and techniques in camposing effective business letters memoranda electronic Course UnitsHours Count Minimum Units Last Course of Mult Term Seq Maximum Units Enrollment Unit Load Calc Type Academic Progress Units Course Count Financial Aid Progress Units Course Contact Hours Course Grading Grading Basis Grade Roster Print lt q Conducting Searches September 2008 Componer PeopleSoft 9 0 Essentials 5 NEW FUNCTIONALITY Using Spell Checking A course will display and the Catalog Data tab will be active You
24. D begins with Description begins with include History Case Sensitive Search Clear Basic Search E Save Search Criteria Find an Existing Value Add a New Value Using the Menu Search Function There is a Search prompt at the top of the Menu pagelet If you are not sure where to find information in PeopleSoft 9 0 simply type in a keyword and then press Enter We will search for student enrollment information using the search prompt a de enrollment D My Favorites D Self Serita D Campus Community gt Records and Enrollment gt Curriculum Management D SetUp SACR Workdist I Reporting Tools PeopleTaols Change My Password My Parsonalizallans My System Profle Mv Diclionary Click in the Search prompt at the top of the Menu pagelet Type enrollment Press Enter lt Using The Menus September 2008 7 PeopleSoft 9 0 Essentials Using the Menu Search Function continued A search screen like the one below will display A list of each menu item appears as a hyperlink along with a description of the menu The path to the menu item also displays under the description 4 Click on the Enrollment Summary hyperlink Add to Favorites Hee VV cay Help Customize Page Ld Search Enter search keywords separated bya space Lise quales far any phrases For example Css Countries United States D New Sea
25. Roster Grade Post 6 More Add to Favorites Sign out Course Equivalencies Define course equivalency groups leSoft 9 0 Essentials Opening a Page from the Navigation Menu continued The page links Course Catalog and Catalog Summary will now be visible in both the Menu and Main Menu pagelets 3 Click on the Course Catalog link in the Main Menu pagelet The Course Catalog search screen will display gt My Favorites gt Self Service gt Campus Community gt Student Admissions gt Records and Enrollment F Curriculum Management Course Catalog Course Catalog Print Course Catalac Course Equivalencies gt Schedule of Classes gt Roll Curriculum Data Forward gt Enrollment Requirements gt Combined Sections gt Dynamic Dates gt Facility and Event Information gt Class Roster gt Grading gt InstructorAdvisor Information gt Learning Management Systems gt Student Financials gt Set Up SACR gt Worklist gt Reporting Tools gt PeopleTools Change My Password My Personalizations Add to Favorites Sign out New Window Help Course Catalog Enter any information you have and click Search Leave fields blank for a list of all values Find an Existing Value an Existing Value CERSEI a New Value Academic Institution v ELecc Q Subject Area Q Catalog Nbr begins with Campus begins with w Q Course I
26. action is saved 3 Click OK The Course Catalog Favorite page is deleted from the list 4 Click Save for your changes to take effect lt lt Using Favorites September 2008 pe 34 PeopleSoft 9 0 Essentials 9 USING 19th 41st HOUR Users of PeopleSoft 8 can access Advisement for 19th 41st Hour in PeopleSoft 9 0 in the Worklist folder However you can set up your footprint pages as Favorites to reach them directly from the Home page Unlike PeopleSoft 8 your Favorites are internalized in PeopleSoft 9 0 That means you won t lose your Favorites in the future when the system is updated To access 19th 41st Hour do the following 1 Click on Worklist Home Add to Favorites Sign out gt My Favorites gt Self Service gt Campus Community gt Student Admissions gt Records and Enrollment gt Curriculum Management gt Student Financials gt Academic Advisement gt Set Up SACR gt Workst gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary Worklist Main Menu displays 2 Click on Navigator Home Add to Favorites Sign out Main Menu Worklist Maintain worklist settings and monitor vvorklist gt Campus Community gt Student Admissions E Navigator b Records and Enrollment gt Curriculum Management gt Student Financials Change My Password My Personalizations My System Profile
27. by a company you have not chosen to trust View the certificate to determine whether you want to trust the certifying authority The secunty certificate date is valid The name on the security certificate is invalid or does nat match the name af the site Do vau want to proceed 4 ove te ren ate The information will appear in a new Excel spreadsheet 1 New Functionality September 2008 gt 19 gt Peo leSoft 9 0 Essentials Using Grid Tabs Grid Tabs are located at the top of a search screen The shaded or darker tab is always the active one By default the Find an Existing Value tab will be active The Add a New Value tab is the inactive one 1 Return to the Course Catalog search screen Find an Existing Value Add a Mew Value Academic Institution E LECC 1 Subject Area E AOS Catalog Nbr begins with 1 dd Course Catalog search screen Campus begins with CLC Course ID begins with 000255 Description begins with include History Case Sensitive Search Clear Basic Search al Save Search Criteria 2 Click on the Add a New Value tab A new screen will appear Course Catalog Find an Existing value Add a New Value Course ID o0000 Add Find an Existing value Add a Mew Value 3 Click the Add button 1 New Functionalit
28. f CIT or AOS begi values for a field values beginning with the numbers 1 and 2 1n succession egins with Allows you to enter the first one two three etc Begins with 12 would locate all Contains a would locate any values contains Allows you to enter any part of a field having the letter a anywhere in the value not Allows you to enter a value to be eliminated from Not CIT the list of possible values Conducting Searches September 2008 gt 42 SS PeopleSoft 9 0 Essentials Using Search Operators continued The less than operator should be used on fields containing numbers and will return values less lt 345 than the specified value The less than or equal to operator should be used on fields containing numbers and will return lt e values lower than or equal to the specific value The greater than operator should be used on fields containing numbers and will return values greater than the specified value The greater than or equal to operator should be used on fields containing numbers and will return values higher than or equal ot the specified value will include both numbers specified along with all values in between any between the specified values The between operator should be used on fields containing numbers and will allow you to specify Between 36 and 45 would locate all between a starting number and
29. ins with w 112 Roll Curriculum Data Forward Copy schedule and workload from term to term and update schedule with catalog changes Course Roll Dynamic Dates Maintain Dynamic Dates F Class Section Dynamic Dates Grading Maintain grade processing FS Create Grade Rosters E Grade Roster Grade Post 6 More begins with CLCCC Q Basic Search zn save Search Criteria 3 Fill in the Search fields as seen above 4 Click the Search button or press Enter lt Printing September 2008 gt 24 E gt PeopleSoft 9 0 Essentials Printing Option 1 File gt Print continued The class roster will display Class Roster AOS 112 001 Automated Office Technologies Lecture 5433 Spring 2008 Regular Academic Session College of Lake County Academic 7 Meeting Information L si Date de Withee ree NETT EE ini Laat Dery to Complete Course ID B Tim s Room cte pees T Mid Term Date f Y p with Rafu Ho Grade wilh Grada aun raraga Di22 2008 De era ona Enrolled Piadents D 3 I o z ES status Baia Note em Bautista Maritza L Jeracna tac sasistno pot Frostman 300 Medical Assisting 0449550 Boose Associate Transfer Degree e Grates ee Freshman 0 QMMRAX Associate Transfer
30. ities Countries United States 9 New Search Search Within Results 6 Lser defaults Find Customize Settings Search Tips Hide Summaries Search Results 1 ser Defaults Define user defaults Home Set Up SACk User Defaultz Powered by Ve l y 6 Click on the Customize Settings hyperlink lt Using The Menus September 2008 gt 10 E gt PeopleSoft 9 0 Essentials Using the Menu Search Function continued You can customize your search results by hiding summaries and changing the number of search results you would like to see on a page Search Customize Settings Do you want to see summaries of each search result Show Summaries How many search results do you want to see per page 25 per page v 7 Save Return ta Search 7 Click the down arrow to the right of 25 per page 8 Select 10 per page 9 Click the Save button E T 5 Mew Window Help Customize Page ass search Customize Settings Do you wart to see summaries of each search result Show Summares How many search results do you want to see per page il perpage O mej Save Retum to Search Now when you use the search prompt your search result lists will display in groups of 10 lt Using The Menus September 2008 gt 11 E gt PeopleSoft 9 0 esse
31. nt or an associated link you are not prompted to enter search criteria again You are prompted for new search keys only when you select a new page outside of the component with a different search record lt Using Help September 2008 gt 37 PeopleSoft 9 0 Essentials USING HELP continued The Reference pane displays This is a table of contents which can be used to look up specific help topics Enterprise PeopleTools 3 49 PeopleBook Using PeopleSoft Applications Home PeepleBaoks Enterprise Peo Contents v Keep TOC synchronized with document S Enterpri se PeopleTools 8 49 PeopleBoc aJ Using PeopleSoft Applications Preface e Working With Browser Based Applicatio C Setti ng User Preferences Bl Setting User Preferences l Personalizing Your Homepage E Personalizing Pagelets custo mizing Pages E Changing Your Password El Setting User Personalizations G Using Keys and Search Pages G Working With Pages n Working With Processes and Reports L Using Workflow n Using PeopleSoft Navigator leToals 8 49 PeopleBook Using PeopleSoft Applications Using Keys amd Search Pages First 8 4 ore E Last Using Keys and Search Pages This chapter prowdes an overview of keys and search pages and discusses how to use search pages to retrieve data Understanding Keys A field or combination of fields uniquely identifies every table in your PeopleS
32. ntials 4 CONDUCTING SEARCHES Using Search Operators You are now on the Course Catalog search screen In this screen you will see six search fields as well as specific operators associated with the fields Operators Course Catalog Enter any information vou have and click Search Leave fields blank for a list of all values Find an Existing Value an Existing Value Add a New Value a Mew Value Academic Institution EDOCC q a Subject Area ow Catalog Nbr begins with i a Search Fields Campus begins with Course ID begins with Description begins with Jinclude History Case Sensitive search Clear Basic Search e Save Search Criteria Find an Existing value Add a Mew Value The default operator will display for each field For example begins with is the default operator for Catalog Number Nbr The default will work best in most situations You can change the operator by simply clicking the down arrow to the right and selecting a different option For example clicking the down arrow to the right of the equal sign brings up a set of two options or in or clicking the down arrow to the right of begins with brings up a list of ten options The table below provides a list of operators along with a description of the operator e m o me Allows you to enter two or more values for a In CIT AOS would locate all courses field The values must be comma delimited with a subject area o
33. o misspellings Found 124 254 x lt q New Functionality September 2008 E17 gt PeopleSoft 7 0 Essentials Using Spell Checking continued 3 If there are any misspellings in the text field being checked choose Ignore to ignore the spell check warning or Change to correct the error 4 Click OK spell Check Field Label Long Description Spell Check Text The goal is to enable students to gain confidence in heir ability to clearly communicate facts ideas and eelings in complete sentences and organized paragraphs Acceptable MES corect spelling and accurate wording will also be taught Successfully completing English 111 will demonstrate competency Change To Alternatives grimier grabber grasser Iv Using Download Into Excel Function There is a new function in PeopleSoft 9 0 that allows you to download data from PeopleSoft into another program such as Excel 1 Scroll down in the Course Catalog window to the Course Attributes area In the Course Attributes title bar you will see the download icon ell This function is available for some groups in PeopleSoft For example the download icon is available for both Course Attributes and Course Topics in the Course Catalog component of PeopleSoft 9 0 Grids also have this icon and you can use it to export information resulting from a search into an Excel spreadshee
34. oft database For example the employee ID field uniquely identifies your employee records Ac another example when employees enroll in traning classes the combination of employee ID course code and course start date uniquely identifies enrolment requests The fields that uniquely identity your data are called keys or Key Helds To display a page you enter the keys to search for on the search page so that the system can retneve the correct row of data For example ta retrieve the personal data page for Jim Smith you must specify the key data in the search record for that employee A search record is the list of defined search keys that help you locate data The search keys are the fields that you are prompted for on a search page If you run Search by exactly specifying the key fields the system will always retum only one or no result Most transaction pages or components have search records associated with them If you select other pages thal have a common search record such as pages within a component or an associated link you are not prompted to enter search criteria again You are prompted for new search keys only when you select a new page outside af the component with a different search record 1 i 4 Click on Setting User Preferences The Setting User Preferences folder expands You could continue drilling down in the table of contents until you find a topic of interest or use Index 5 Click on the Index tab at the top of
35. ose it s the Community Directory Search page Mew window Help Customize Page nz Community Directory Search Directory Type Search By Full Narmme Last First bd SEARCH Advanced Search 2 Onthe Menu Pagelet click My Favorites then Add to Favorites hily Favorites i Add to Favorites Edit Favorites Self Service gt Records and Enrollment i Curriculum Management Change My Password i My Personalizations My System Profile My Dictionary lt Using Favorites e September 2008 gt 30 gt PeopleSoft 9 0 Essentials Adding Favorites continued The following window appears The Description field contains the default name of the favorite You can edit the description as needed In this case we will keep Community Directory Search as the Favorite name Add to Favorites Please Enter a Unique Description far this Favorite Description Community Directory Search OK Cancel 3 Click the OK button The Page is added to the My Favorites menu item 4 Click on My Favorites in the Menu pagelet to update the changes You will now see Community Directory Search as your Favorite Community Directo search Add to Favorites Edit Favorites lt Using Favorites September 2008 gt 31 PeopleSoft 9 0 Essentials
36. r As you can see in the screen above Self Service also enables you to go directly to specific PeopleSoft pages such as Faculty Center on the right of the screen above On the Faculty Center page you can View Advisees and get a list of all classes being taught by term You can also click on the tabs across the top and access Class Search Browse Catalog Faculty Search Learning Management lt Using Self Service September 2008 gt 23 gt Peo leSoft 9 0 Essentials 7 PRINTING Once you have found needed information in PeopleSoft 9 0 you can easily print out the results We will search for a specific class roster and print it out Printing Option 1 File gt Print 1 Click on Curriculum Management in the Menu pagelet gt My Favorites gt Self Service gt Campus Community gt Student Admissions gt Records and Enrollment Curriculum Management gt Course Catalog gt Schedule of Classes gt Roll Curriculum Data Forward gt Enrollment Requirements gt Combined Sections gt Dynamic Dates gt Facility and Event Information gt Class Roster gt Grading gt Instructor amp dvisor Information gt Learning Management Systems gt Student Financials gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary Add to Favorites Sign out Z C
37. r My Favorites in the Menu pagelet The Edit Favorites page appears New Window Help Customize Pad F My Favorites Edit Favorites Change My Password Click the Save button after editing or deleting favorites B FI ly v Favorites Customize Find B First LU 1 2 of 2 Last gt Self Service Favorite Sequence number gt Campus Community b Records and Enrollme Community Directory Search Change My Password gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary 2 Highlight the menu name listed in the Favorites column that you want to change 3 Type in the new menu title you want to give it 4 Click Save to set the new menu name lt lt Using Favorites September 2008 gt 33 gt PeopleSoft 9 0 Essentials Deleting Favorites Let s delete the Course Catalog Favorite 1 Select Edit Favorites under My Favorites in the Menu pagelet The Edit Favorites window displays Edit Favorites Click the Save button after editing ar deleting favorites ET F j Favorites Customize Find 585 First L1 4 of 1 L Last ea Course Catalog 0 Delete Favorite 2 Click the Delete button next to Course Catalog The follow warning message will display Microsoft Internet Explorer i xj 2 Delete current selected rows From this pager The delete will occur when the trans
38. rch Search Within Results enroliment Search Tins Hide Summaries Enrpliment Summat View a summary of class enrolmen and term statistics for an Individual studant Home Records and Enrolmert Enrolmer d SurmmeriessErrolmernd Surian Student Enralimant amp ppatntmeni Assign and edid enrollment appointments on a student by student basis HomesRecords and Enrollment Term Processing amp npoiniment s Student Enrolment amp ppoirdiment ranscript Pring Print transcripts associated wilh a single transcript request number HormesRecords and Enrollment TranriscriptesBelch TranscrptssTrariecript Print The Enrollment Summary search screen appears as seen below You can then enter your search fields to view enrollment data for a specific person Enrollment Summary Enter any information you have and click Search Leave fields blank for a list of all values Find an Existing Value Academic Career M Academic Institution uM E a Term Most 0 Q Campus ID hes 3 National ID begins with wf Last Name begins with vf First Name begins with wf Term Alternate Key PO G Case Sensitive search Clear Basic Search Ie Save Search Criteria lt Using The Menus September 2008 8 PeopleSoft 9 0 Essentials Using the Menu Search Function continued Here is a second example using the Menu Search function 1
39. reate Shortcut Add to Favorites View Source Encoding stomize Find ps 1 24 of 24 Drop Date Primary Academic Program Administrative Office Systems lt Csa outer meia m Aeon t The Bete st ge Ll ee eee CE ey Gee Me Regi Rod be too mee Merms perce ace Ms ae awe Ped eet Bae i X LE Printing September 2008 zzi em pe 28 E gt PeopleSoft 9 0 Essentials Printing Option 4 Right Click continued The print window appears 5 Click Print to print roster amp Print General Options Select Printer ud g Add Printer Adobe PDF DELL5110 Color lii Status Ready Location Comment Page Range G All Selection Current Page Pages 1 Enter either a single page number or a single page range For example 5 12 DELL5110cn HP LaserJet ie m Print to file Number of copies 1 EN lt Printing September 2008 gt 29 PeopleSoft 9 0 Essentials 8 USING FAVORITES Adding Favorites Once you start working in PeopleSoft 9 0 you will be able to set up Favorites This is different from previous versions of PeopleSoft which relied on the Favorites tool inside the Microsoft Internet Explorer browser to manage Favorites Now your Favorites will not be deleted after every PeopleSoft system update 1 Navigate to the page you want to add as a Favorite In this case let s supp
40. reedenssdesssatesooeaboessasseaavonssauscecseeeess 35 10 STD LOSI 0 Br E E 37 11 PERSONALIZA TIONS scsccssssconssvssasessasseondssscasszeassvonsaussacesosecesudeuscusessasosvosensenscsesssusssvecenects 40 USING MY PERSONALIZATIONS scooter iare e Ea ea SN N Ud rn dS Rx Yea SS Sa Re TY NRx vae Nada e Y Sax va ES Eo Fe TR Ra usua 40 gt PeopleSoft 9 0 Essentials Table of Contents September 2008 P gt i z PeopleSoft 9 0 Essentials 1 INTRODUCTION The College of Lake County has been using PeopleSoft software to manage the Human Resources and Student Administration processes of the college The college has adopted a new version of the PeopleSoft system PeopleSoft 9 0 The new version of PeopleSoft includes all of the functionality of the previous PeopleSoft 8 system Additionally the PeopleSoft 9 0 system has some additional functionality including bookmarking within the application downloading data to Excel and sending e mails from within PeopleSoft This manual includes step by step instructions on how to use the new system and how the navigation has changed The table of contents at the beginning of the document outlines each of the areas covered in this manual IMPORTANT NOTICE The screen snaps throughout this manual reflect the PeopleSoft 9 0 system as of 9 01 08 You may notice slight screen differences between those in this manual and the live
41. rved College of Lake County 2003 2 Enter your User ID and Password 3 Click Sign In lt d Getting Started e September 2008 P PeopleSoft 9 0 Essentials Accessing PeopleSoft continued The new PeopleSoft 9 0 Home page will display as seen below ORACLE Personalize Content Layout VWWorklist Add to Favorites gt My Favorites gt Self Service gt Enterprise Learning gt Campus Community gt Student Admissions gt Records and Enrollment gt Curriculum Management gt Student Financials gt Set Up SACR gt Worklist gt Tree Manager gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary Logging Off Of PeopleSoft When you finish using PeopleSoft or will be away from you desk for 20 minutes or more you should log off of PeopleSoft To log off of PeopleSoft 1 Click on the Sign out link in the top right corner of the PeopleSoft toolbar Home Multichannel Console Add to Favorites Sign out Self Service gt Campus Community gt Records and Enrollment gt Curriculum Management gt Set Up SACR gt Reporting Tools gt PeopleToals Change My Password My Personalizations 7 My System Profile My Dictionary Note You can sign out wherever Sign Out appears in the toolbar There is no need to return to the Home page to sign out lt d Getting Started September 2008
42. ry Update your direct deposit pension or other benefits information u Browse Course Cataloc Personal Information Summary and other deduction or contribution Review and update dependent and information beneficiary personal information Maintain your personal information gt Set Up SACR subject and review holds and to dos pending 22 PeopleSoft 9 0 Essentials USING SELF SERVICE continued Add to Favorites Sign out Self Service Instructor2 faculty center browse catalog learning management Faculty Center gt Payroll and Compensation gt Benefits gt Campus Personal Information gt Involvement My Exam Schedule Faculty Center View My Advisees Gradebook View Personal Data Summary View My Advisees Class Search T f Lak change term B Browse Cours Course Catalo Summer 2004 College of Lake County Community Directory Search gt Campus Community gt Records and Enrollment gt Curriculum Management HR Class Roster Gradebook ER Grade Roster Select display option Show All Classes Show Enrolled Classes Only My Teaching Schedule gt Summer 2004 gt College of Lake County Class Class Tite Enrolled Days amp Times Class Dates az CIS 115 PC Operating Systems 17 TBA December 003 My Personalizations ETA Lecture Lab December My System Profile amp g CIS 120 Introduction to 14 December My Dictionary 002 Computers Lecture Decembe
43. t 2 Oma Course Attributes Customize Find HH First 1 3 of 3 Ll Last CURR CURR Curriculum Prefix and Code ADS 225M AOS 225M q ADS 225M LELB Q Lecture Lab 3 0 CL 3 hours lecture 0 hours lab RPRT Q Report Groups TCR CL Transfer Career and Remedial 2 In Internet Explorer hold down your Ctrl key and then press the download icon ae Note If the download function does not work you will need to turn it on using the My Personalizations link in the main menu Refer to pages 40 and 41 for help with this lt New Functionality September 2008 gt 18 PeopleSoft 9 0 Essentials Using Download Into Excel Function continued The File Download window displays as seen below File Download Do you want to open or save this file Mame ps xls il Type Microsoft Office Excel 97 2003 Worksheet 616 bytes From scotty cleillinois edu Always ask before opening this type of file harm Your computer IF you do not trust the source da nat open or m While files fram the Internet can be useful some files can potentially save this file What s the risk 3 Click the Open button The Security Alert window may display 4 Click the Yes button Security Alert Information you exchange with this site cannot be viewed or f changed by others However there is a problem with the site s security certificate The security certificate was issued
44. th Description begins with Include History Case Sensitive Search Clear Basit Search IE Save Search Criteria Using the in operator you can conduct searches involving more than one value for a field In this case we are searching for all Computer Information Technology and Administrative Office Systems classes When using the in operator you must use only valid entries for the field and must delimit the value with commas Saving Search Criteria 1 Click the Save Search Criteria hyperlink Course Catalog Enter any information vau have and click Search Leave fields blank for a list of all values Find an Existing Value Add a Mew Value Academic Institution Ickeee Subject Area in w ICIT AOS Catalog Nbr begins with Campus begins with Course ID begins with Description begins with include History Case Sensitive O search Clear Basic Search E Save Search Criteria lt q Conducting Searches September 2008 gt 14 E gt PeopleSoft 9 0 Essentials Saving Search Criteria continued The Save Search As window appears Save Search As Mame the search and then click Qa Name of Search Course Catalog AOS and CIT The saved search will contain these values Academic Institution CLCCC Subject Area in AOS CIT Catalog Nbr begins with Campus begins with Course ID begins with Description
45. ting Option Z3 Right Click for information that fits completely on a screen 1 Right click anywhere on the roster page A dialogue box appears Select All Create Shortcut Add to Favorites View Source Encoding d Refresh Append to existing PDF 2 Select Print The print window appears 3 Click Print to print the roster lt q Printing September 2008 gt 27 gt Peo leSoft 9 0 Essentials Printing Option 4 Right Click for information that is larger than a screen 1 Right click anywhere on the roster page The dialogue box appears 2 Select Print Preview Class Roster AOS 112 001 Automated Office Technologies Lecture 5433 Spring 2008 Regular Academic Session College of Lake County Academic v Meeting Information Course ID Days amp Times Room Instructor TuTh 9 30AM 10 45AM T217 Grayslake Campus 004748 Lauren LoPresti Enrollment Status Enrollment Capacity 24 Enrolled Students Enrolled 24 iD Name 1 0312395 Adams Helen M Meeting Dates Topic m Term Date 01 22 2008 05 15 2008 Lecture Lab 03 19 2008 Back Forward amp Bookmark this page IM this page to Friend 4 Email this page to Friend Save Background As te to Withdraw Last Day to Complete Set as Backaround eee ade an Incomplete Copy Background 008 09 14 2008 Select All 3 Paste C
46. urriculum Management Define Course Catalog and Schedule of Classes manage attendance and grading Course Catalog Maintain course catalog information Course Catalog Print Course Catalog Course Equivalencies gC Enrollment Requirements Maintain course requisites Enrollment Requisite Summary Enrollment Requirement Summary Enrollment Advisement Report Facility and Event Information Maintain Facility and Event Information Search for a Facility Class Facility Usage A Instructor Advisor Information Maintain instructor and advisor information FS Instructor Schedule Instructor Term Workload Instructor amp dvisor Table CLC Instructor Contract 2 Click on Class Roster to view or to print Find an Existing Value Term Subject Area Class Nbr Class Section Session 2 Schedule of Classes Maintain schedule of classes information Class Search E Schedule New Course Maintain Schedule of Classes 10 More Combined Sections Create combined section IDs and identify classes to be combined Combined Sections Table Identify Combined Sections 2 Class Roster View and print class rosters Class Roster f Print Class Roster Learning Management Systems Enable the sharing of instructional content and data LMS Batch Extract Process begins with 1084 begins with AOS beg
47. vecbseesrsasueceveoninearsnseseavecbuans 12 SAVING SEARCH CRITERIA MCN 14 5 NEW FUNCHONALITY reac saccccce ss setecteeeccctseessevecesavecctsscucaseueccecosssssassonesseestaseeseuseccaceesess 17 USING SPELL d ize dt T 17 USING DOWNLOAD INTO EXCEL FUNCTION uu ccecccecccccccsccsscccccccesesssesesssssssssesssessssseeesesseeeeeeeens 18 USING GRID Ecc RR uu mm P 20 USING NOTIFY BUTTON cccccccccccccccscccccccccceesessesesssssssssseesssssssesceesesseseeeesessssesssssssssseseeeeeeeeeeeeeens 21 06 USING SELF SERVICE uui eiii ie tide dtt oH Seine inii 22 Te d uu Co 24 PRINTING OPTION 1 FILE gt PRINT ssssseeeeeeeeeeeeeeeeeeeeeeenenn nnne nnne nennen nnn n nnn 24 PRINTING OPTION 2 PRINTER FRIENDLY VERSION seen eene 26 PRINTING OPTION 3 RIGHT CLICK FOR INFORMATION THAT FITS COMPLETELY ON A secii 27 PRINTING OPTION 4 RIGHT CLICK FOR INFORMATION THAT IS LARGER THAN A SCREEN 28 8 TSING 5S Z0 OS 30 ADDING FAVORITES RO 30 SEQUENCING AND EDITING FAVORITES ccccccccccccceeessssssesssesssssccceccesesssesessssssssseesssessssseeees 32 DEEETINOJSAVORLTES vendre ee cers pe cca ea peepee gaan HII E E RN IN UIN 34 9 USING 19TH 41ST HOUR ivcssesccssssssscuccassdessssseseseceeassasseno
48. vice Indicator i v Add Comments ic View Comments General Use lt Using 19th 41st Hour September 2008 Remove Service Indicator S teps to Hemove Select the 19th or 41st Hour Hold Press the Release Button Confirm by responding OK 36 gt PeopleSoft 9 0 Essentials 10 USING HELP Within the PeopleSoft 9 0 application you can find documentation to help you To see an example of a Help link you will need to navigate to a search page 1 From the Menu pagelet click on Curriculum Management Course Catalog and Course Catalog The Course Catalog search window displays Home Wor klist Add to 712 E New Window Help n Course Catalog Enter any information you have and click Search Leave fields blank for a list of all values Find an Existing Value Add a Mew value Academic Institution Ics 7 a Subject Area iv fo G Catalog Nbr NEN Campus po Course ID Po Description D include History Case Sensitive Search Clear Basic Search E Save Search Criteria Find an Existing Value Add a Mew Value Q 2 Click on the Help link in the upper right corner of the window for context sensitive help In other words help with a field in this window The PeopleSoft help window will display 3 Click the Show Reference Pane button in the upper right corner of the window Znm Lc 9 Enterprise PeopleTools 8 49 PeopleBook Using PeopleSoft Show Reference
49. will see a new icon for spell checking It can be found on the right side of some fields particularly long limitless text fields but not all fields For example the Spell Check icon is available for the Long Description field in the Course Catalog component Catalog Data Course ID Effective Date Description Long Course Title Long Description Course Units Hours Cournt Minimum Units Maximum Units Academic Progress Units Components GL Interface 000255 Find View Al First U 1 ot 2 EM Last 08 15 2008 stus SECO MEEPEREN ENE Business Business Communications Business Cammunicatians A course designed to improve communication skills and prepare a student far Spell Check Icon success in a team environment Students will learn how to write clearly and concisely Topics include a review of punctuation document formatting and techniques in camposing effective business letters memoranda electronic 300 Last Course of Mult Term Seq 300 Enrollment Unit Load Calc Type Actual Units v 3 00 Course Count 1 00 Financial Aid Progress Units 3 00 Course Contact Hours 0 00 Course Grading Grading Basis 1 Click on the Spell Check icon to the right of the Long Description field The following window will appear if there are no spelling errors This is a very handy tool when you are entering or editing data in PeopleSoft 2 Click OK Microsoft Internet Explorer Eg A M
50. y September 2008 gt 20 PeopleSoft 9 0 Essentials Using Grid Tabs continued The Course Catalog data entry screen will appear If you wanted to add a new course to the catalog you would fill in the necessary prompts and then click the Save button at the bottom of the page to save your work Catalog Data Offerings Components GL Interface Course ID pogoni Find view All Firat laora PL Effective Date prioz2008 Status Course Offering Description Long Course Title Long Description Course Units Hours Cournt Minimum Units 0 00 Last Course of Mult Term Seq C Maximum Units 0 00 Enrollment Unit Load Calc Type Actual Units he Academic Progress Units 0 00 Course Count 1 00 Financial Aid Progress Units 0 00 Course Contact Hours 0 00 Note You would want to run Spell Check on any new fields in which you ve entered data that have RE Using Notify Button The Notify button appears on many pages throughout PeopleSoft 9 0 It takes you directly to an e mail page thus making it easier to communicate with staff faculty or a student about any action just performed on that PeopleSoft page For example if you ve changed a student s primary e mail address per their request you can then confirm the change in the e mail by using the Notify button at the bottom of the Contact Information page There isn t any need to transfer to CLC s e mail system to accomplish this
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