Version 12 Look & Feel
Contents
1. Activate new tables 1 Choose Roles Access Roles Now you will be able to log on again using your ID and password 2 Enter system password No users data is entered Please Supply Your User ID CHRISTOL Please Supply Your Password 545 Reset Your Login Session Date Created 02 November 2004 Page 1 1 of 1 1 Last Revised 6 March 20032. Version 12 Look amp Feel CONTENTS 1 OBJECTIVES OF THIS TRAINING SESSION r rer 2 2 OVERVIEW OF VERSION 12 ccccccccccsssccssssscsssivesssuvsssssvesssuvesssivesssivesssusssssuessssesssssesssseeeee 2 3 HOW TO LOG IN AND OUT ITS VERSION 1 2eesccscssccsssssesssssssssivesssuvesssevssssessssseesssseeee 2 3 1 HOW TO LOG INTO THE SYSTEM oeccscsssseccsssecssssssssssssesssivesssiessssuvesssesssssesssssesee 2 3 2 HOW TO LOG OUT OF THE SYSTEM 222 0600 000 2 3 4 MENU NAVIGATION EEEE EE 3 41 MENU STRUCTURE vecsseccsssscssssusssssucssssesssssvssssivssssiessssusssisessssivesssivesssesssssesessseeeese 3 4 2 COMMAND INPUT 4 5 NAVIGATION OPTIONS cc ccscccssssscsssssssssssesssivesssivesssusssssussssivesssivesssivssssuvssssieesssessssseeeee 4 51 MENU BAR 4 52 V010 D Y N 002 2 4 5 USER BUTTONS idee aac nr 6 6 1 CREATING YOUR OWN USER BUTTONS 6 6 2 EDIT THE DESCRIPTION OF THE USER 6 6 3 DELETE OR REMOVE A USER BUTTON vecsscsssssecssssessssusessssvssssuvssssssessssessssseeee 6 6 4 CHANGE THE ORDER OF THE 8 22 2 4 414 80 7 7 OPTION NAVIGATION E E EE 7 71 E A 22 222 2 7 72 3 E010 22222225522 522 54555 2012 2 8 8 TYPES OF BUTTONS 8 8 1 RADIO BUTTONS vecesscsssseccsssecessssssssusssssuesssisesssssssssusssssessssisssiiessssuvesssessssessssseeee 8 8 2 DROP DOW
3. 24 gt Student Account Query 25 gt Discontinued Query Out Routes 26 gt Discontinued 52 80 gt Moved Aan s Record 11 CLICK on the menu option required then CLICK on the GREEN BUTTON next to the help option Date Created 02 November 2004 Last Revised 6 March 2003 a button will be created in the USER BUTTON block which will remain there for you to use in subsequent logins 6 2 EDIT THE DESCRIPTION OF THE USER BUTTONS CLICK the RED BUTTON at the bottom of the USER BUTTONS block and the CUSTOM BUTTONS tag is displayed CLICK in the BUTTON LABEL box and type in the description to display on the user button Up to 11 characters are allowed change the tool tip 1 the text that appears on screen to describe what is in a button change the text in the TOOLTIP box CLICK on the SAVE icon to store your changes E Integrated Tertiary Software Action Edit Query Block Record Field Help Window Ipi D5 HS alee es ga gO9app vl 2 0 0 0 Custom Buttons Button Number 1 Menu FCTO COUNTER SYSTEM OPERATIONAL MENU Options Enter Cheque Transactions Button Label Enter Cheque Tooltip Enter Cheque Transactions 000000000 Button Menu p Option Ct Button Label 3 Tooltip PC 5 Record 1 1 6 3 DELETE OR REMOVE A USER BUTTON CLICK onthe RED BUTTON at the bottom of th
4. Bulk Update Of Personnel Ind Press F4 on the keyboard to EXIT 4 Record 1 1 selection will lead to another set of menus the user have no access to the option gt options accessible to the user for update purposes lt options accessible to the user for query purposes only Date Created 02 November 2004 Page 3 of 1 1 Last Revised 6 March 2003 Version 12 Look 4 Feel 4 2 COMMAND INPUT BOX the name of the menu prefixed with in the COMMAND INPUT box and press the ENTER key on your keyboard Annelie Menu Option RSYS 1 Help 2 Command Input PBOP Date Created 02 November 2004 Last Revised 6 March 2003 st NAVIGATION OPTIONS Navigation can be done through the use the mouse or keyboard shortcut keys The mouse can be used on the following navigation options 5 1 MENU BAR The menu bar at the top of the screen works in the same way as any menu in a Windows application You may point to the word and click your MOUSE BUTTON to access the menu or press the ALT KEY and tap the underlined key 5 2 TOOLBAR The toolbar gives you shortcut icons for commands Notice that some of the icons are greyed out this means that the command is not active in the particular screen For example you cannot cancel a query that does not exist so the CANCEL QUERY icon is greyed out until a query is entered If you are not sure what the icon represents you can poin
5. N D Ca 8 E D CIO AIN DO S 8 84 DRILLDOWN FACILITY 9 9 9 FERGIE 9 101 5 202 5 922225 23 9 10 2 C SQL REPORTS vesseccssssscsssssscssssssesssssssssssesssssssssssisessssissssssusssssissssssesssssicsessseesesssvee 9 11 RESET YOUR LOGIN SESSION oeccsccscsseccsssssssssssssssusesssusssssuesssssessssessssivesssuesssseessssseeee 10 ILL SYSTEM ADMINISTRATOR occcsssccssssscssssssssssssesssusesssisesssivesssusssssssssseessssessssseeee 10 11 2 RESET YOUR LOGIN 8810 rr r a ea n 10 Version l 2 12 UPDATE USER ACCESS vicccscsssccssssssssssessssesessussssssssssessssssssssessssescssusessusessssesssessssesessevens 11 Look amp Feel Date Created 02 November 2004 Page 1 of 1 1 Last Revised 6 March 2003 Version 12 Look amp Feel 1 OBJECTIVES OF THIS TRAINING SESSION After this session you will be able to log on and off from the ITS system navigation to menu s options navigation by using the mouse and or the keyboard in an Oracle form build remove re arrange personalised user buttons print reports OVERVIEW OF VERSION 12 Version 12 of the ITS system 15 fully web enabled and be accessed via an Oracle compatible browser e g Internet Explorer or Netscape The product moved from a character based environment to a brow
6. TION o Have a non alphabetic character as the first character Use the username as the password 4 1 MENU STRUCTURE Use the reverse spelling of your username as the password Access to specific menu s or options can be done through expanding the menu structure 22 HOW TO LOG OUT THE SYSTEM Click on the to expand the structure and to close the structure click on the To access the option either DOUBLE CLICK on the option name or click ONCE and hit To exit from ITS version 12 one of the following methods can be used 4 Integrated Tertiary Software Action Edit Query Block Record Field Help Window Click on the GREEN DOOR icon that represents EXIT e JOIA AIA 4 e 154500812 a gq5app 12 0 0 21 Integrated Tertiary Software Command Centre 03 Jun 2004 15 16 40 1 gt Student Administrative Systems Annelie 2 gt Resource Systems Menu Option MAIN Help 1 gt Financial Management Command Input 2 gt Human Resource Management 1 gt Personnel System Shortcuts User Buttons 1 gt Recruitment System Query Batch Use the option ACTION EXIT from the menu bar STERN 1 gt Operational Menu 1 gt Biographical Detail Query Out Routes 2 gt Secondary Appointment Detail Action Edit Query Block Record Field Help Window 3 gt Appoint Pay By Claim Personn 4 gt Personnel Pension Detail 5 gt Medical Aid Group Insurance 6 gt Validate Service Records 7 gt
7. ame screen then the blocks are enclosed in a thin line showing it is information from two different tables The NEXT BLOCK and PREVIOUS BLOCK commands must be used to move between blocks Tertiary Software Action Edit Query Block Record Field Help Window Sg SC HPI HBB al a 4 wlaeRe 2 ya f4Happ 12 0 0 2 Debtor Information Debtor Code Name Debtor Code if BOND Account ALL ALL Do You Want To See Previous Years Yes WNo Debtor Transactions Voucher Date Account Type Description Type Ref Number Debit Credit 1001825 25 MAR 2004 0 25 2004 0 00 75439 16 100 CLINIC MAIN ACOC 5882 91303 12 2004 12 2004 0 00 100 00 100 CLINIC MAIN ACOC 2233 1001841 25 MAR 2004 0 25 MAR 2004 0 00 900 00 AR NORMAL FOR SUE 5935 11663 12 2004 0 12 2004 900 00 0 00 AR NORMAL FOR SUE Balance 0 00 85093 70 Record 1 1 List of Valu Date Created 02 November 2004 Last Revised 6 March 2003 8 TYPES OF BUTTONS 8 1 RADIO BUTTONS Radio buttons are used to indicate that the user must select one of two options on an either or basis Generate Class List Printout Yes 8 2 DROP DOWN LIST A square with an arrow pointing down indicates a DROP DOWN LIST of predefined parameters is available e g marital status or type of enquiry 8 3 LIST OF VALUES A square with no picture i
8. e USER BUTTON box select the record of the button to be removed Page 6 of 11 Version 12 Look amp Feel CLICK on the REMOVE RECORD icon Biographical Information Page 3 CLICK on the SAVE icon to store your changes Biographical Information Biographical Information Biographical Information CLICK onthe RED BUTTON at the bottom of the USER BUTTON box CLICK on the DOWN ARROW next to the BUTTON NUMBER field to select a different number Biographical Information CLICK the SAVE icon to store your changes Biographical Information Biographical Information Biographical Information OPTION NAVIGATION 7 1 TABS If all the applicable information cannot be displayed on one screen each subsequent section of information is displayed as a tab at the top of the screen Notice that the arrows on the extreme right hand side indicate if there are more pages available to the right or left of the ones displayed Clicking on the arrow pointing to the right will result in a drop down menu of the other tabs available in this option CLICK on the page you require and it will display on your screen Date Created 02 November 2004 Page 7 of 1 1 Last Revised 6 March 2003 Version 12 Look amp Feel 7 2 BLOCKS Blocks normally refers to information that is drawn from different tables within ITS Blocks are normally hidden one below the other but where two blocks are displayed on the s
9. hift Ctrl E Down Arrow Shift F5 Shift F6 Ctrl E F11 Home Button Ctrl L Function List Tab Pages Next Block Next Field Next Primary Key Next Record Next Set of Records Previous Block Previous Field Previous Record Print screen Return Show Keys Up Key F2 Page Dwn Tab Shift F7 Down arrow Shift F8 Page Up Shift Tab Up arrow Ctrl P Enter Ctrl K Up arrow Version 12 Look amp Feel Execute Query F12 Update record F3 Insert Record Insert Button Exit Minus on key pad F4 6 USER BUTTONS If you use a specific menu option regularly you may prefer to have your own button as a shortcut You will be restricted to a maximum of six buttons 6 1 CREATING YOUR OWN USER BUTTONS Integrated Tertiary Software Action Edit Query Block Record Field Help Window ITI BB ald 4 es a gg5app v12 0 0 21 Integrated Tertiary Software Command Centre 04 Jun 2004 08 35 03 COUNTER SYSTEM OPERATIONAL MENU 1 gt Cashier Sign On Annelie 2 gt Cashier Sign Off Menu Option 8 a 3 gt Enter Receipt Transactions Command Input 4 gt Distribute Receipts To Students gt Reprint A Shortcuts Query Batch User Buttons 7 gt Maintain Cancelled Cheques Query Routing 8 gt General Ledger Journals 9 gt Query Budget GLA 21 gt Generate Bank Deposit List 22 gt Print Generated Cheques 23 gt Query Bank Cheques Deposits
10. himself can use this option to log on again Click on the Reset Your Login Session INTEGp Are D A Integrated Tertiary Software 4 A gt P gt Login Please Supply Your User iD Please Supply Your Password Change Your Password OK Reset Your Login Session The following pop up screen will appear Type in your ID and password Please Supply Your User ID CHRISTOL Please Supply Your Password Cancel Reset Please Supply Your User ID Please Supply Your Password Change Your Password Reset Your Login Session Page 10 of 11 Version 12 Look amp Feel This action will see to it that you will find another pop up screen that will confirm that 12 UPDATE USER ACCESS your session has been terminated CLICK on OK This option was created to link the users to tables This must be done over and above the function linkage of USERS 3 when a new user is created or the users password has changed Activate new users Cancel Reset 1 Create user on USERS 5 2 Link user to functions USERS 3 3 Run USERS 25 Systems Password Manager ITS For single user Grants Only N Keep SQL File Y Run SQL File Y Change Your Pascword Default Temp Table space as agreed by DBA personnel User password changes 1 Ifthe user password was changed on USERS 5 you MUST run USERS 25 for the user with Grants Y
11. ndicates that a list of predefined values is available This is user defined values Exam Type 21 Page 8 of 11 Version 12 Look amp Feel 8 4 DRILLDOWN FACILITY A small red square that appears next to a code field Available on some of the finance options especially procurement management system When you click on this button the user will access the option where these codes are defined or in the case of more detail of the invoice order will see the detail Just remember that the normal rules apply regarding user access If the user does not have access to the specific option the drill down button will not allow access Creditor Type ONLINE HELP To access the section of the user manual available for the specific option the user will highlight the option on the menu and click on the help button below your user ID This can be printed to your local printer or just used as a reference After completion the window can be closed to continue on the ITS system 10 REPORTS There are two types of reports that can be run RDF reports version 11 the RPT reports C SQL reports Reports can be re generated using different selection criteria without having to revert back to the report menu Each generated report has unique Sequence Request number input criteria retained per sequence request number List function available on selection criteria Date Created 02 N
12. ovember 2004 Last Revised 6 March 2003 10 1 RDF REPORTS Most of the RDF reports can be generated in different formats e PDF Portable Document Format is default format PDF s requires Acrobat Reader Resides on client PC opens automatically no license fees o PDF is an image cannot be changed sections cannot be copied or cut from report Full PDF can be copied Other Formats Comma Delimited HTML HTML style Sheet RTF and XML e Comma delimited reports can be converted to Excel Word etc 10 2 C SQL REPORTS e Acrobat Reader not used to view reports e Content can be copied cut etc directly from the report e All other general report features are applicable Page 9 of 11 Version 12 Look amp Feel 11 RESET YOUR LOGIN SESSION 11 1 SYSTEM ADMINISTRATOR If a power failure for example occurs and a users session is terminated the system manager can log in on V12 and query the user on option USERS 24 If a user record is found it means that the user is still logged in If the record is deleted on the app the user is then terminated Do not terminate yourself whilst logged in Users Currently Logged On Name Of User Logged On Last Menu Used LYDA ELRIEO IGNA WILLOUW ITS JOHANM Date Created 02 November 2004 Last Revised 6 March 2003 LEE JT Last Option Used 11 2 RESET YOUR LOGIN SESSION If a power failure for example occurs and a users session is terminated the user
13. ser based platform with a full Windows look and feel to the product Direct access to fields on blocks is gained through use of the mouse VERSION 12 or Netscape Date Created 02 November 2004 Last Revised 6 March 2003 2 HOW TO LOGIN AND OUT ITS VERSION 12 3 1 HOW TO LOG INTO THE SYSTEM STEP 1 Load Internet Explorer or Netscape Navigator by double clicking on the applicable icon Enter the web address for the ITS version 12 system The following screen will display Integrated Tertiary Software Action Edit Query Block Record Field Help Window SIPI e 4 wl gees a gg5app 12 0 0 21 Integrated Tertiary Software Command Centre 26 May 2004 15 39 50 wey NTE ap NF CRAP Integrated Tertiary Software Login Please Supply Your User ID 1521 Please Supply Your Password a Change Your Password OK Reset Your Login Session Record 1 1 STEP 2 e Type your user name in the field Please Supply Your User ID This user ID is the same as the second user ID that you entered on version 11 and as defined on option USERS 5 Remember that this field is case sensitive and the user ID is likely to be all in lowercase letters e Type your password as defined on USERS 5 in the field Please Supply Your Password e Click on the OK button Page 2 of 11 Version 12 Look amp Feel Note When defining the password the user will not be able to do the following 4 MENU NAVIGA
14. t to the icon and a tool tip will display the name of the icon 40 8 7 The more commonly used icons are briefly described below Save will commit or save your changes Page 4 of 11 Version 12 Look amp Feel 6 15800 2 4 Print will print the SCREEN Note that this icon is NOT used for reports Exit You use this icon to exit one menu at a time and to logout out of the system Cut Copy Paste Enter Query Execute Query Cancel Query Previous Block and Next Block When ITS reads from different tables in the database it displays these on screen in blocks move between one table and another you need to click on the next block or previous block icons Previous record and Next Record Will allow you to move from one record to the next e g one student to the next Insert Record and Remove Record Help Date Created 02 November 2004 Last Revised 6 March 2003 5 3 KEYBOARD If you are not comfortable using the icons at the top of the screen the following shortcut keystrokes can be used See PowerPoint Keyboard Mapping Supplied Function Block Menu Clear Block Clear Field Clear Form Clear Record Commit Save Count Query Delete Record Display Error Down Duplicate Field Duplicate Record Edit Enter Query List of Values Page 5 of 11 Key F9 F7 F5 F8 F6 F3 Ctrl S F10 Delete Button S
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