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PeopleSoft Basic User Manual - Professional Development Center

1. The CLC Intranet home page will now appear on your PC whenever you launch Internet Explorer TIMING OUT IN THE SYSTEM For security purposes the system automatically logs you off after 20 minutes of inactivity If you are inadvertently logged off the system due to idle time and wish to return to your application the following screen will appear 1 Click the Sign in to PeopleSoft link to return to the login screen ORACLE PEOPLESOFT ENTERPRISE Your PeopleSoft connection has expired For increased security on this site connections are expired after 45 minutes of Inactivity session has expired Close all browser windows before logging in our only active PeopleSoft session click the Sign In link to sign in again sign in to PeopleSoft lt Getting Started September 2008 P gt 2 6 Kr PeopleSoft 9 0 Basics Warning Please keep in mind that anything you have entered and not saved will be lost if you are inadvertently logged off the system Once you have clicked the sign in link the login screen will appear and you can once again login to the system Therefore it is always best to regularly save your work especially before you leave your workstation for an extended period of time because anything entered and not saved will be lost if the system logs you off Tip Sign out of the system if you are done using it or if you will be away from
2. r 4 begins with 3 r 4 ongl begins with 3 b al Search BH Save Search Criteria Printing September 2008 E 10 1 gt gt PeopleSoft 9 0 Basics The class roster will display as seen below Class Roster AOS 112 O01 Autcmatex Office Tecnmolegies Lecture 5433 Spring 2005 Regular Academic Session Coke of Lake County Academic Misting Information Last Date to Virthidravy Last Date to Withdraw Last Day to Complete Course H nya a Tima Ronm Inairaehar Menting Dates Topit Mid Term Date GE DEE KREE le Cen an Incomplete DO4748 TuTh RAAM TET Grayslake sp pug 2 TEZIZUUB LedursLab DX 15 008 LEI EIER 0042008 10 45AM Campus DOS Enrollment Status 9 Enrolled Enrollment Capacity 24 Enrelled 24 Engcdlrcel Sache ss Grade Program ard Plan iD Reng 1 F L P Administrative Office Sysiems gt z 4 Ast Adams Helen M Hea ra F Graded s Fresh x Am instr E 312205 lams Helen B GRE 29000 Laminat Ansintani Cad reshman 3 nitrate Office Sins 20462249 Bautista Mantea L Graded hose ee Medics Freshman T Medical Assisting mM era ana ASSOCiate Transfer Degree OEC 30449550 HooseDushanna M Gen Ree Gkouelet Freshman Associate Transfer Degree 4 0408792 Goldberg AnneMarie BATIT28 242B Coaged E Studies General Freshman General Shedies English as a Second l S 5 0484511
3. 9 2 gt gt PeopleSoft 9 0 Basics SEARCHES USING FIELD LEVEL PROMPTS AND VALIDATION Some fields in search pages are linked to lookup tables in the system These lookup tables contain a list of valid entries for a given field For example if we want to look up courses based on the Subject Area field there are only a limited number of subject areas As such they are stored in a lookup table Lookup tables are necessary then to ensure that data stored within the system is valid In a search page fields with associated lookup tables will have a magnifying glass aj to the right of the associated edit box For example in the screen below the display fields Academic Institution Subject Area and Campus all have lookup tables associated with them To conduct a search using fields having associated lookup tables 1 Using the menus move to the component for which you would like to conduct your search 2 Click on the magnifying glass to the right of the field s on which you would like to conduct your search Course Catalog Enter any information vau have and click Search Leave fields blank for a list af all values Find an Existing Value Add a Mew Value Academic Institution CLCCC Subject Area m AUS Catalog Nbr 112 Campus begins with Course ID begins with Description Begins with ze inciude History Case Sensitive search Clear Basic Search RH Save Search Criteria Clicking on
4. lt Introduction e September 2008 1 1 Ke PeopleSoft 9 0 Basics 2 GETTING STARTED LOGGING INTO THE NETWORK When you first turn on the computer you will need to log into the network You will see a login box as shown below 1 Enter your Network User name 2 Enter your Network password 3 Clck OK Class01 CLCILLINOIS ACCESSING PEOPLESOFT Once you have logged onto the network you will need to access the web based system To access the system 1 Bring up Internet Explorer You can click on the Internet Explorer icon e in your taskbar 2 Type http clcweb clcillinos edu 3 Press the Go button or press Enter 2 College of Lake County DN Internet Explorer Edit View Favorites Wools Help Eriitpsicieweceinosedy 1 ee lt Getting Started September 2008 P gt 2 1 E PeopleSoft 9 0 Basics 4 Type in your Network User Name followed by clcillinois edu and press Tab 5 Type in your Network Password and press Tab 6 Click on the OK button or press Enter Connect to gandalf clcillinois edu KEN User name Password GUIDELINES FOR CREATING PASSWORDS A compromised password not only puts a user s E mail and files at risk but may also expose sensitive CLC data and systems All members of the CLC community are responsible for taking the appropriate steps to select and secure their passwords It is also a must to have a strong password policy in place
5. My Dictionary Worklist Main Menu displays 2 Click on Navigator Horne Add to Favorites Main Menu Worklist gt My Favorites E b Self Service Maintain vorklist settings and monitor vvarklist i Campus Community Student Admissions Navigator i Records and Enrollment b Curriculum Management Student Financials gt Academic Advisement i Set Up SACR Wnrklist Navigator i Reporting Tools i PeopleTools Change My Password My Personalizations ty System Profile I My Dictionary lt Using 19 41 Hour e September 2008 gt 11 1 PeopleSoft 9 0 Basics Advisement for 19th 41st Hour displays 3 Click CLC Advisement 19th 41st Hour Horne Add to Favorites Advisement fa 1 Sth 41st Hour 42 CLC Advisement 18th 41stHou CLO Advisement 19th 41st Hour CLC Advisement 19th 41st Hour footprints display 4 Choose the one you want from the list on the left A OR from the icons on the right B FS PRACLC Advisement 19th 41st Hot de Add Comments da View Comments da Class Roster Class Roster Find Student Id CR CR amp de Remove Service Indicator eessen Find Student Id View Addresses View Phones View Electronic Addresses de Set Operator Defaults Ze View Acad Restriction Load Information Tools for Advisement de View Academic Standing da View Addresses e amp gt de View Electronic Addresses de View Phones View Transcript View Test Scores View Aca
6. e For Student Records contact Karen Hlavin Assistant Vice President Student Development e Office of Educational Affairs Ali O Brien Assistant Director Educational Affairs Operations 10 Click on the Training on FERPA link The FERPA training program will display 11 Click on the forward button to advance through the program Understanding FERPA Family Educational Rights and Privacy Act Getting Help e September 2008 Dr 45 Ke PeopleSoft 9 0 Basics 5 OPENING A NEW WINDOW NEW WINDOW FUNCTION In the upper right hand corner of each page in a component you will notice the New Window link The New Window function allows you to open a second session in the system By opening a new window you can keep the current component active without having to close out of it and have a second component or a second session of the same component open at the same time For example in the screen below we have both the User Defaults and Course Catalog search windows open at the same time To open both windows 1 Access the User Defaults component first The menu options are Set Up SACR User Defaults 2 Click on the New Window link and 3 Access the Course Catalog search window The menu options are Curriculum Management Course Catalog ORACLE VVorklist Add to Favorites Sign out Help Customize Page A DER dr User Defaults 1 User Defaults 2 User Defaults 3 Lene Mataiilte A narum
7. Correction History Current Future You can toggle between page action buttons by clicking on them or by using the AIt key combination on your keyboard and then by pressing Enter to activate the selected button Sometimes these page actions will appear as check boxes on a search page rather than as buttons Here are examples of check box page action options Include History Correct History When these check boxes are present in a search page you can simply click in the check box to select one of these options A checkmark will appear if the option has been selected as in v Include History Activating one of these check boxes in a search page is exactly the same as clicking on the corresponding page action button at the bottom of a component page For example activating the Include History checkbox Include History in a search page is the same as clicking on the Include History button zl include History t the bottom of a component page Using Page Actions to View Data e September 2008 gt M 8 1 a PeopleSoft 9 0 Basics EFFECTIVE DATES The use of effective dates in the system allows for e storage of historical data e viewing of changes in data over time and e entry of future data For example you may want to track several events in the career of a student such as e the date they applied for admission e when they were accepted and e when they graduated When an
8. Professional Development Center e September 2008 p PeopleSoft 9 0 Basics CLC Student Administration System PeopleSoft 9 0 Basic Users Manual TABLE OF CONTENTS T INERODUC TON c M 1 1 2 EEN 2 1 IBGE CIN CARO THE NEFWORK Chere eee ee eee 2 1 ACCE We ERT H RE 2 GUIDELINES FOR CREATING PASSWORDS AAA 2 2 SETTING UP THE CLC INTRANET AS YOUR HOME PAGE eeeeeeeeeeeeeeeeee eee 2 5 KCL e OUTIN THE S ro TEM c R 2 6 TEE Eegeregie ee 2 7 z EB USING THE MENUS EE 3 1 MENU 3 DSN MENU c eer re 3 2 DISPLAYING AND HIDING THE MENU PAGELET AAA 3 3 USING THE MENU i Gls eege 3 3 OPENING A PAGE FROM THE NAVIGATION MENU ccssssssseseeeeeeeeeen nnne eene 3 4 USING THE MENU SEARCH FUNCTION E 3 6 PRIMAR Y ELEMENTS OF WINDOW S uicenuepedu DUI MOM MINUM dU UE IN RUM MIU Dep dU MU EE 3 0 ES de NR HEADER E R 3 0 TOOLBAR BUTTON 3 10 WORKING WITH COMPONENTS AND PAGES osaeeeeeeseeeeeseeeeeeeeeserereererreerrrrrerrerrrrrrererrrrrrrrrrrerene 3 11 MOVING BETWEEN PAGES OF A CONMDONENT eene e eene nnnnn 3 13 SAVING DATA IN A COMPONENT E 3 14 COMPONENTS WITH RELATED LINKS reise ccesece utes css care nteye ae cae e eeusenyten esas cantenciyees teeseseuescuyh
9. recommend clearing out your cache at least monthly To clear out your cache 1 Click on the Tools button on your browser menu and then select Internet Options 1 File Edit view Favorites Tools EN 2 Click on the General tab 3 Click the Delete Files button Internet Opt Securily Privacy Content Connections Programs Advanced Home page A You can change which page to use For your home page Address http od cleillinais edu Use Default Use Blank Temporary Internet files Pages you view on the Inter ed in a special folder for quick viewing later Delete Cookies Delete Files History The History folder contains links to pages you ve visited for quick access to recently viewed pages Daye ta keep pages in history Clear History lt Clearing Your Browser s Caches September 2008 gt eee PeopleSoft 9 0 Basics 4 Click OK on the Delete Files window Delete Files E x AN Delete all Files in the Temporary Internet Files You can also delete a ne content stored locally Delete all offline content 5 Click OK on the Internet Options Window Internet Options i E x General Security Content Connections Programs Advanced Home page A You can change which page to use For your home page Address api redir dll zprd ie amp pver 5 5 amp ar msnhame Use Current Use Default Use Blank Tempor
10. search screen below you will see six search fields as well as specific operators associated with the fields 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 walle Academic Institution z Subject Area Search Catalog Nbr begins with s Fields Course ID begins with zc Description begins with include History Case Sensitive l Search clear pasicSearch EJ Save Search Criteria Find an Existing value Add a Mew Value lt Using the Search Function e September 2008 P 9 5 gt PeopleSoft 9 0 Basics The default operator will a i for each field 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 includes a list of operators along with descriptions and examples of each Operator 1 11 Description Example Allows you to enter two or more values for a field in CIT AOS would locate The values must be comma delimited all course with a subject area or CIT or AOS Allows you to enter the first one two three etc begins with 12 would
11. E Course Catalog Microsoft Internet Explorer User ID Name File Edit View Favorites Tools Help gt Student Financials F Set Up SACR Chanqe My Password My Personalizations My System Profile My Dictionary Academic Institution CLCCC Q Career Group SetiD Q Facility Group SetiD Academic Career Academic Group Subject Area Term Academic Program Academic Plan Academic Sub Plan El Save User Defaults 1 User Defaults 2 User Defaults 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys User 3C Groups Summary o Back v o x a A ES Search Address https scotty ckillinois edu psp cs900trn_2 EMPLOYEE HRMS c ESTABLISH_COURSES CRSE_CATALOG GBL PORT Go 23 Contribute Edit in Contribute Post to Blog e X Links Blackboard 4 CLC Website ZS CLC Library 51 CLC Online Google Online Instant Messaging meebo com ORACLE Menu Records and Enralimen F Curriculum Management Course Catalog Course Catalog Catalog Summary gt Schedule of Classes gt Enrollment Requirements D Combined Sections gt Facility and Event Information i gt Glace Anctor Academic Institution Subject Area Catalog Nbr Campus assan I Fis v lt Home VwWorklist Add to Favorites Sign out Find an Existing Value Add a New Value A B prece Q begins with w begins with Q lam minm se
12. You will not be able to save a record if you have not entered data into the required data entry fields Required data entry fields will have an asterisk to the left of their field name User Defaults 1 User Defaults 2 ser Defaults 3 Lser Defaults 4 Enrollment Override Defaults User ID Name Academic Institution ELECE a College of Lake County Career Group SetiD e Facility Group SetiD q Academic Career Academic Academic Group A Subject Area a Term Spring 2006 Academic Program Academic Plan Academic Sub Plan El Save Leer Defaults 1 User Defaults 2 User Defaults 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys User 3C Groups Summary An error message like the following will appear if you try to save your work and have forgotten to enter data into one or more of the required data entry fields In the message below two required data entry fields fields 15 and 30 have been left blank Microsoft Internet Explorer a X AN Highlighted Fields are required 15 30 Enter data into the highlighted Fields lt d Using the Menus e September 2008 P gt z 3 14 SS PeopleSoft 9 0 Basics After the error message appears required data entry fields without data will have a red background in their edit boxes In the example below the user forgot to enter data for the Responsible ID field which 1s a required data entry Responsihle ID E et The system has some built in
13. y Held pe Description Radio Button Small round button that represents one s option in a group of mutually exclusive or options Click to select the desired option C only one radio button in the group can be selected at a time A dot in the middle of a radio button indicates that option is active Note The spacebar can be used to select and unselect radio buttons Search Results Lists An area where fields are displayed in a table Search Results with a navigation bar These fields are read only and clicking on any field in a given Campus Description Short Description Location Code TOW will take you to the selected record DLE College of Lake County CLO REQUIRED DATA ENTRY FIELDS An asterisk in front of a data entry field indicates that the field is a required data entry field Below is an example of a required data entry field Accommodation ID The asterisk to the left of the field name indicates that you must enter data into the field if you want to save the data in that component Whenever you attempt to save a record where you have failed to enter data into one or more required data entry fields a message will appear Microsoft Internet Explorer E x AN Highlighted Fields are required 15 30 Enter data into the highlighted Fields In the message above we can see that two different fields fields 15 and field 30 are required data entry fields When this message appears click
14. Affairs Human Resources Frofessional Development Frofessional Development Center Academic Quality Improvement Program AOIF Enter your User ID Enter your Password Click the Sign In button or press Enter amp College of Lake County User ID Password are Unable to sign in please call Help Desk at Extension 2052 Human Resources amp Student Administration System All rights reserved College af Lake County 2003 lt Getting Started September 2008 P gt 2 4 5 PeopleSoft 9 0 Basics Lt The new PeopleSoft 9 0 home page will display as seen below ORACLE Personalize Content Layout Home VWiorklist Add to Favorites Sign out Search Lo gt Mv Favorites gt Self Service Enterprise Learning gt Campus Community b Student Admissions b Records and Enrollment b Curriculum Management gt Student Financials gt Set Up SACR b WWorklist gt Tree Manager gt Reporting Tools PeopleTools Change My Password My Personalizations My System Profile My Dictionary Note Screen shots in this manual may include areas of the system where you do not have access Tip You may want to consider setting the CLC Intranet home page as a Favorite in Internet Explorer so that you can quickly access the PeopleSoft log in screen For help with this refer to the Working with Favorites in Internet Explorer section of
15. Click on the Help link in the upper right corner of the window The PeopleSoft help window will display 5 Click the Show Reference Pane button in the upper right corner of the window XmAcrce Enterprise PeopleTools 8 49 PeopleBook Using PeopleSoft Applications m Home PeopleBooks Enterprise PeopleTools 8 49 PeopleBook Using PeopleSoft Applications Using Keys and Search Pages First 4 4 org DB 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 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
16. Education sl Go Go Button Link When you click a hyperlink you will notice that the new component contains the same links as the original page enabling you to return to the original component if desired The component or page in which you are working will appear in black text and 1s not underlined If you click on the Go button 9e it will take to you another component where you can view and or enter data into the system lt d Using the Menus e September 2008 P gt 3 15 PeopleSoft 9 0 Basics 4 GETTING HELP Within the PeopleSoft 9 0 application you can find documentation to help you To see the Help link you will need to navigate to a search page 1 Click on Curriculum Management in the Menu pagelet 2 Click on the Course Catalog menu item in the Menu pagelet 3 Click on the Course Catalog link in the Main Menu pagelet The Course Catalog search window will display Home Vyorklizt 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 Academic Institution CLECE Subject Area Catalog Nbr begins with ze Campus begins with ze Course ID begins with ze ua Description begins with Clinclude History Case Sensitive search Cleat Basic Search E Save Search Criteria Find an Existing value Add a Mew Value 4
17. My Dictionary gt Enterprise Learning gt Campus Community gt Student Admissions gt Records and Enrollment F Curriculum Management Course Catalog Course Catalog Catalog Summary gt Schedule of Classes gt Enrollment Requirements gt Combined Sections gt Facility and Event Information b Class Roster gt Grading gt InstructorAdvisor Information gt Student Financials gt SetUp SACR gt Worklist gt Tree Manager gt Reporting Tools gt PeopleTools Change My Password My Personalizations My System Profile My Dictionary Menu pagelets Mana aay Main Menu gt Curriculum o E Course Catalog Maintain course catalog infomation L Course Catalog eate courses course offerings and al S course compo Course Catalog Home VVorklist Add to Favorites Catalog Summary mmary information Page Links The Course Catalog search screen will display 3 Click on the Course Catalog link in the Main Menu pagelet Home VVorklist Add to Favorites New Window Help Enter any information you 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 New Value Academic Institution Subject Area Catalog Nbr Campus Course ID Description Lecce begins with Q Q begins with ze begins with begins with v
18. OK You will return to the original data entry screen Required data entry fields not completed will appear with a red background fill in the edit box Responsible ID EE a You must then enter data into all of the required data entry fields in order to save the record lt d identifying Types of Data Entry Elements September 2008 P gt 6 2 PeopleSoft 9 0 Basics 7 NEWER FEATURES USING SPELL CHECKING A course will display and the Catalog Data tab will be active You will see a new icon for spell checking RE It can be found on the right side of some fields For example the Spell Check icon is available for the Long Description field in the Course Catalog component Components GL Interface Course ID n00255 Find wiew Al First 1 r2 H Lazi aoe crc 08 15 2008 Ia Status Course Offering 41 4 o1 P E Description Business Communications ADS 111 lona Course Tie Long Description A course designed to improve communication skills and prepare a student for success in a team environment Students will learn how to write clearly and concisely Topics include a review af punctuation document formatting and techniques in campasing effective business letters memoranda electronic Course Units Hours Count Minimum Units Last Course of Mult Term Seq C Maximum Units l Enrollment Unit Load Calc Type Academic Progress Units Course Count 1 00 Financi
19. Print Class Roster E Grading Maintain grade processing Grade Roster E Grade Change Audit Instructor Advisor Information Maintain instructor and advisor information instructor Schedule E My Personalizations My System Profile My Dictionary 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 2 Click on the Course Catalog menu item in the Menu pagelet Home WVorklist Add to Favorites Siqn out 7 Curriculum Management Define Course Catalog and Schedule of Classes manage attendance and grading 2 Course Catalog EI Maintain course catalog information Course Catalog Catalog Summary gt Enterprise Learning gt Campus Community gt Student Admissions gt Records and Enrollment v Curriculum Management l ourse catalog Schedule of Classes Maintain schedule of classes information El Schedule New Course ElMaintain Schedule of Classes Update Sections of a Class ElReview Message Log Enrollment Requirements Maintain course requisites Enrollment Requisite Summary Enrollment Requiremen
20. Search o The Search screen will display again 10 Click on the Customize Settings hyperlink Search Enter search keywords separated by a space Use quotes far any phrases For example Cities Counties United States 9 New Search O Search Within Results beet ziii Find Customize Settings search Tips Hide Summaries Search Results 1 User Defaults Define user defaults Home Set Up SACR User Defaults Powered by Ve f l y lt d Using the Menus e September 2008 P gt 3 8 gt PeopleSoft 9 0 Basics 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 E 11 Click the down arrow to the right of 25 per page 12 Select 10 per page 13 Click the Save button Now when you use the search prompt your search result lists will display in groups of 10 PRIMARY ELEMENTS OF WINDOWS There are several common elements to windows in the system Understanding these elements and how they function will help you to effectively use the system Many different types of elements are used to organize information on pages and to allow you to enter data into the system NAVIGATION HEADER The navigation header
21. Uend FREUEN ener tree eee Trt 9 11 LIST WITH MESSAGE TO NARROW SEARCH srcossvssstansrstesessccsstonsstnunassediatesaasienosscceetsnedueansateetns 9 12 MOVING BETWEEN RECORDS IN A SEARCH LIST csse eene eene nnne 9 15 10 PRINTING orien 10 1 PRINTING OPTION 1 FILE CN A Te WE 10 2 PRINTING OPTION 2 PRINTERFRRIPNDL YVERSION nennen nnne 10 3 PRINTING OPTION 3 RII C Iul E 10 4 PRINTING OPTION 74 RIGHT CLICK FOR INFORMATION THAT IS LARGER THAN A S REE E 10 4 Tis DSING IJ EIL AIST HOUR e E 6000009 9000014 O IR eUE 11 1 12 TA AINA VIG ATION e 12 1 TABBING BETWEEN Eet 12 1 CROLLARE A te er E EE E EEEE EE EE EEEE 12 1 cOCCAPSIBCEE Eege 12 2 SEARCHING FOR BIO DEMO DATA IN THE SYSTEM 12 2 College of Lake County i Professional Development Center September 2008 PeopleSoft 9 0 Basics 13 SEH EN USER Ee 13 1 FHELDS Will DEFAULTS VALUE OP R KE 13 6 O OF EE M ene rere E ee ree ene EE re ee eee 13 6 Eege 13 6 CER DETALLS 13 7 Ee 13 7 ENKOLLMENT OVERRIDE DEFAULIS 13 8 COMMUNICATIONS SPEED KEYS DEFAUBLLS 5 eterne tren p ate ineo nen dena etna trou aee rea eerta 13 6 USERDC GROUPS SUMMARY EE EE EE 13 6 TE USING SELLE SERVICE sorrienni E a E ETETE 14 1 15 WORKING WITH FAVORITES IN PEOPLESOFT 9 0 eere eene ee eee eer
22. area remains static as you move through the various areas of the system and appears as follows There are three primary buttons on the navigation header 1 Home 2 Add to Favorites 3 Sign Out lt Using the Menus September 2008 gt ___ 3 9 gt PeopleSoft 9 0 Basics The following table provides information about the buttons contained in the navigation header Navigation Function Header Button en Takes you back to the Home page in the PeopleSoft 9 0 system Home Add to Favorites Save the current page as a favorite in PeopleSoft 9 0 Once the favorite has been Add to Favorites created you can access it using the My Favorites menu item Detailed information on using this feature can be found in the Using Favorites section of this manual Sign Out Use to sign out of the system when you would like to leave Internet Explorer open Pressing this button will take you back to the PeopleSoft login screen Note Be sure to save your work before signing out Warning ALWAYS USE THE SIGN OUT OPTION TO LOG OFF OF PEOPLESOFT Do not use the close button in the Internet Explorer browser to end your Peoplesoft session TOOLBAR BUTTONS At the bottom of most pages you will find buttons These buttons change dynamically depending on the type of page in use The buttons come in three different types 1 search list navigation buttons 2 page navigation buttons and 3 page action buttons Using the Menus
23. e September 2008 P gt 3 10 PeopleSoft 9 0 Basics The table below provides a list of toolbar buttons along with a description of each EE Button Save Saves information you have entered into the page Generally you will save when you S Save come to the end of a component The Save command updates the data for all pages in a component Return to Search Page Returns you to the last search page used X Return to Search Next In List Displays the data for the next record in your search results list The button will be 4E Next in List unavailable or grayed out if you did not select the record from a search results list if there was a single row in the list or if the data displayed is the last record in the list Previous in Displays the data for the previous record in your search results list The button will be List unavailable or grayed out if you did not select the record from a search results list if E Previous in List there was a single row in the list or if the data displayed is the first record in the list Update Display Provides access to existing rows of data If the data is effective dated it will display Update Display only current and future rows Include Histor Displays all rows of data current future and history Add E Add Allow you to add a new record Refresh Page Reloads the current page to the screen thereby ensuring that t
24. in the Menu pagelet 2 Click the Delete button to the right of Change My Password 3 Click OK Edit Favorites Click the Save button after editing or deleting favorites d i FI rm Customize Find 555 First 1 2 of 2 Last Sequence number Change Wy Password A Community Directory Search d Delete Microsoft Internet Explorer K Delete current selected rows Fri page The delete will occur when the transaction is saved Cancel 4 Click the Save button Working with Favorites September 2008 P 15 4 SON PeopleSoft 9 0 Basics Edit Favorites Click the Save button after editing ar deleting favorites B E m Customize Find S First CU 4 of 1 Sequence number Community Directory Search 1 7 Working with Favorites September 2008 P gt 15 5 b 5 PeopleSoft 9 0 Basics 16 PERSONALIZATIONS USING MY PERSONALIZATIONS PeopleSoft 9 0 provides a section where a user 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 Te D hy Favorites b Self Service gt Enterprise Learning gt Campus Community gt Student Admissions t Records and Enrollment gt Curriculum Management C Student Financials gt Set Ulp SACR gt Worklis
25. nil amp B 4 internet Now both components are open at the same time From this point you can view or enter data in each of the open components lt d Opening a New Window September 2008 P 5 1 i PeopleSoft 9 0 Basics TIPS FOR USING THE NEW WINDOW FUNCTION Here are some guidelines for using the New Window function Before opening a new window save any changes you have made in the current window If the session times out while you are working in a new window you may lose any unsaved changes Use the New Window function only once to open up one additional new window Do not continue opening new windows after you already have two windows open To be on the safe side it may be better for you to open another session of your browser in order to open more than one component at a time e g open a second session of Internet Explorer and log on then open the second component you would like to access Once you have finished using a second component close this window using the browser menus File Close or click the close button x in the upper right hand corner of the window you would like to exit This should be done because after 30 minutes of inactivity in a second open window your new window session will timeout or expire This does not invalidate your other current window but simply means this expired window is no longer useable Any unsaved changes in this second window however will be lost War
26. of menus and sub menus In the example above the menu items chosen were Set Up SACR followed by User Defaults Search LE E My Favorites Self Service C Enterprise Learning Campus community gt Student Admissions Records and Enrollment Menu b Curriculum Management selections gt Student Financials for accessing ser Defi User E WWorklist Defaults Tree Manager component Reporting Tools PeapleTanls Change My Password My Personalizations My System Protile My Dictionary For more information regarding menus refer to the Using the Menus section of this manual lt d Using the Menus e September 2008 P gt 3 12 Ss PeopleSoft 9 0 Basics Pages in the system are the individual display screens and provide a means for performing the following operations in the system e viewing e updating and e editing data Pages make up the components and are much like pages of a form You can leaf through the pages in a component just as you can the pages in a form Additionally just as you may need to complete each page of a multi page form in many cases you will need to enter data into all pages of a given component MOVING BETWEEN PAGES OF A COMPONENT The easiest way to move between pages in a component is to click on the page tabs at the top of the page or the page links at the bottom of the page The screen disp
27. on Biographical Student in the submenu 4 Click on Addresses Phones in the submenu 5 Click on Electronic Addresses or Phone hyperlink A search screen will display Electronic Addresses Enter any information you have and click Search Leave fields blank for a list af all values Find an Existing Value EmpliD begins with CH Academic Career w National ID begins with Campus ID begins with Last Name begins with First Name begins with Case Sensitive search Clear Basic Search B Save Search Criteria 6 Conduct a search for the desired student 7 Select the record for the desired person i Data Navigation September 2008 b Bio Demo Data Menu Options Not all users at the college will have access to the Bio Demo component in the system However we have S campus community Personal Information Student Biographical Student Electronic Addresses Phones gt Comments Student Admissions Records and Enrollment Curriculum Management Student Financials Set p SACR Worklist Tree Manager C Reporting Tools PeopleTools Change My Password My Personalizations My System Prafile My Dictionary 12 3 PeopleSoft 9 0 Basics 13 SETTING USER DEFAULTS To save time on data entry you can set up the system so that it will automatically fill in certain fields for you with default values Setting up default values el
28. pom noh ei J Professional Development Center Where programs services and activities support faculty and staff in their commitment to bring teaching and service excellence to the CLE community PDC Newsletter Bar E MicRosoFt Orrice 2007 Calibri Body RESOURCES lr x u 12 30 2 00PM Introduction to ELE PeopleSoft Upgrade Technology Thursday July 17 2008 Resources ORACLE PeopleSoft 9 ti 30am lt Getting Help e September 2008 KK e 44 Ke PeopleSoft 9 0 Basics 9 Select FERPA The online FERPA Training page will appear E mms AF I d se L en wert TI ER D llege of Lake County Online FERPA Training at the College of Lake County Family Educational Rights and Privacy Act FERPA The College of Lake county is legally obligated to protect the privacy of its students The purpose of this tutorial is provide basic training on FERPA to College of Lake County Faculty and Staff You will need to review the following information and complete the quiz The training presentations will open in new browser windows When you are finished with the training you he browser window Training on FERPA M lew Accessapie Train Ts is the same material in an ADA compliant format FERPA Dos and Don ts Quiz If you have Problems Questions or Concerns about FERPA you can contact the following people e For Financial Aid questions contact Robbie DeLeur Interim Director of Financial Aid
29. reminders for saving your work For example if you attempt to leave a component by clicking on one of the menu breadcrumbs without saving you data you will receive the following message Microsoft Internet Explorer K You have unsaved data an this page OK to go back and save or Cancel to continue ce without saving If you do not need to save your data click the Cancel button on the above screen Otherwise click the OK button to return to the data entry screen and then click the Save button Most of the time however you will not be reminded to save your work Therefore try to remember to save your work after you have added or edited any data COMPONENTS WITH RELATED LINKS Occasionally you will encounter pages that in addition to having links to other pages in the component have links to related components or pages You can click on any one of these links to move to the related component or page for the record you currently have open These links allow you to easily move to related components and to enter or view data without going through the search process again There are three kinds of links available e Hyperlinks links to other pages in the system e Go button EM links to a specific area of a page in the system e Drop down list box with the word More contains several more transactional links Below are examples of links found in pages Phone Email Address Hyperlinks and Transfer To
30. search fields that can be used to help you locate data in a given component We will access the following menus to move to the Course Catalog component e Curriculum Management e Course Catalog In the basic search page below for courses only one field in the search record is required Academic Institution The other fields Subject Area Catalog Nbr Campus Course ID and Description are optional BASIC SEARCH PAGE 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 Seele Subject Area Catalog Nbr begins with e Campus begins with Course ID begins with Description begins with linclude History _ Case Sensitive search Clear Basic Search E Save Search Criteria Find an Existing value Add a Mew Value This search will locate all courses offered at the College of Lake County lt q Using the Search Function e September 2008 gt _ 9i E PeopleSoft 9 0 Basics To conduct a more detailed search you could add the Subject Area to the Search page or any combination of fields in the search record To conduct a search 1 Using the menus move to the component for which you would like to conduct your search 2 Enter a full or partial value for the search field s you would like to base your search upon 3 Press the search button or press Enter Course C
31. the magnifying glass aj to the right of any of edit boxes or by pressing Alt 5 while in an edit box with an associated lookup table will produce a lookup screen For example if we click on the magnifying glass to the right of Subject Area the following screen will appear Look Up Subject Area Academic Institution CLECE Subject Area begins with ze Academic Organization begins with Description begins with ze Look Lp Clear cancel Basic Lookup i Using the Search Function e September 2008 gt 93 In addition to the Look Up Subject Area at the top of the screen we have a list of the first 300 subject areas in the system A list of valid entries for the field will appear In this case we can see a partial list of the terms located in the system This screen shot below represents only the first 24 entries in the search list Search Results Only the first 300 results can be displayed Enter mare information above a Al First 1 100 of 300 J Last Subject Area Academic Organization IDescri ion ABE Adult Basic Education ABR Automotive Collision Rep ACC Accounting Air Condition amp Retrigeration ADE Adult Education ADET Adult Education Trainin Adult Ed Prof Development Agriculture Finance amp Credit AMT Anthropology AQS Administrative Office Sy ARA Arabic ARC Architectural Technology ART Art AST Astronomy ALT Automotive Technology B
32. to the first record in the search results list Note This will be grayed out if you are already on the first record Left Arrow Ina single column search result list moves you one record at a time backward 4 through the search results list In a subdivided list moves you backward one list at a time Note This will be grayed out if you are already on the first record or list Right Arrow Ina single column search result list moves you one record at a time forward through the search results list In a subdivided list moves you forward one list at a time Note This will be grayed out if you are already on the last record or list Last Last Takes you to the last record in the search results list Note This will be grayed out if you are already on the last record m the list lt Using the Search Function e September 2008 gt 9 13 Es PeopleSoft 9 0 Basics 10 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 1 Click on Curriculum Management in the Menu pagelet Home wWorklist Add to Favorites Search o Gi E Curriculum Management My Favorites b Self Service Define Course Catalog and Schedule of Classes manage attendance and grading Enterprise Learnin gt Curriculum Managerment b Student Financials E Course Catalog Maintain course catalog information E E
33. 15 2008 Lecture Lab 03 19 2008 008 09 14 2008 Enrollment Status Enrolled v Add to Favorites View Source Enrollment Capacity 24 Enrolled 24 Encoding Enrolled Studen Students Print stomize Find p First L1 4 24 of 24 L Last FC ame Telephone Grade Program and Plan DUAE Basis Re Drop Date Primary Academic Program Maie Anda BE 2 Administrative Office Systems 1 0312395 Adams Helen M lt Printing e September 2008 10 5 5 PeopleSoft 9 0 Basics 3 Onthe Print Preview window select Only the selected pa pee to Fit 4 Click Print A Print Preview Pee lol em m me m Cowan outer meig mi Aen ze The riesig rr mmm RE CT erger rer sme The print window appears Adobe PDF DELL5110 X DELLS5110cn HP LaserJet Color a Print to file Page Range C Selection Current Page O Pages Enter either a single page number or a single page range For example 5 12 WG 5 Click Print to print roster kl Printing e September 2008 gt 10 6 gt PeopleSoft 9 0 Basics 11 USING 19th 41st HOUR To access 19th 41st Hour 1 Click on Worklist Home Add to Favorites gt Campus Community gt Student Admissions Records and Enrollment Curriculum Management Student Financials gt Academic Advisement gt Set Up SACR gt PeopleTools i Change My Password My Personalizations Wy System Profile
34. 2008 B 144 gt gt PeopleSoft 9 0 Basics As you can see in the screen below Self Service also enables you to go directly to specific PeopleSoft pages such as Faculty Center gt Payroll and Compensation gt Benefits gt Campus Personal Information gt Involvement Faculty Center Gradebook View My Advisees Class Search Browse Course Catalog Community Directory Search gt Campus Community Records and Enrollment gt Curriculum Management gt Set Up SACR gt Worklist gt Reporting Tools gt PeopleTools Change My Password Self Service Instructor2 faculty center class search browse catalog faculty search learning management Faculty Center My Exam Schedule View My Advisees View Personal Data Summary Summer 2004 College of Lake County change term Select display option Show All Classes O Show Enrolled Classes Only de Class Roster E Gradebook Ea Grade Roster Learning Management My Teaching Schedule gt Summer 2004 gt College of Lake County Class Class Tite Enrolled Days amp Times Class Dates i pera ing ystems 7 T A ece e 5 DH 0 Lectu e EI ece er ae DH r fb b D mb i az CIS 120 Introduction to 14 December 1 002 Computers Lecture December 1 1072 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 Cat
35. CT Building Construction Te BIO Biology BSS Administrative Office Sv HUS Business Administration CAD Computer Aided Design Cantinuing Allied Health CAVO Avocations Hasset We will narrow down the search by specifying a subject area that begins with the letter F as seen below Look Up Subject Area Academic Institution CLECE Subject Area begins with m FO Academic Organization begins with G Description begins with Look Up Clear Cancel Basic Lookup lt 4 Using the Search Function e September 2008 P 9 4 View All First EI 1 6 of amp n Last Subject Area Academic Organization Description Fluid Power Technology Fire Protection Technology FRE French Fashion Merchandising FShl Food Service FST Fire Science Technology 3 Click on any of the hyperlinks in the row of the value you would like to use for your search Tip If you know the value to be used for a specific field with an associated lookup table you may type it directly into the edit box However you must enter a valid entry For example in the previous search we could type in a value of FSM for Subject Area to search for Food Service courses USING SEARCH OPERATORS To navigate to any of the components in PeopleSoft 9 0 you must first conduct a search Each search screen includes a list of search fields along with a list of operators In the Course Catalog
36. Course Catalog i Catalog Summary Schedule of Classes Maintain schedule of classes information f Schedule Neve Course f Maintain Schedule of Classes ElUpdate Sections of a Class E Enrollment Requirements ZE Enrollment Requiste Summary E oulteme Maintain course requisites Set Up SACR E Review Message Loy SC E Combined Sections E Facility and Event Information Jue Sa Create combined section IDs and Maintain Facility and Event Information gt Reporting Tools identify classes to be combined gt PeopleTools El Combined Sections Table Change My Password ZIldentif Combined Sections My Persanalizatians My System Profile E Grading E Instructor Advisor Information i Mv Dictionary Maintain grade processing Maintain instructor and advisor i Grade Roster information Grade Change Audit Instructor Schedule Search for a Facility f Class Facility Usage 2 Click on Class Roster 3 Fill in the search prompts as seen to the right 4 Click the Search button or press Enter Class Roster Enter any information you have and click Search Leave fields blank for a list of all values Find an Existing Value Academic Institution Term Subject Area Catalog Nbr Class Nbr Class Section Session Course ID Course Offering Nbr lt begins with CLCC begins with begins with 3 1083 AUS begins with 112
37. FAULTS 4 Below is a screen display showing the fields available for setting defaults in the User Defaults 4 tab Carry ID Output Destination Transcript Type Flexible Transcript Type Advisement Report Type SEVIS Default School Code Program Humber Printer Hame Explain i Setting User Defaults September 2008 gt e 137 Ke PeopleSoft 9 0 Basics ENROLLMENT OVERRIDE DEFAULTS Below is a screen display showing the fields available for setting defaults in the Enrollment Override Defaults tab Enrollment Access ID Default Overrides Closed Class Override Unit Load Override Class Permission Override Requisites Override Time Conflict Override Action Date Wait List Okay COMMUNICATIONS SPEED KEYS DEFAULTS Below is a screen display showing the fields available for setting defaults in the Communications Speed Keys Defaults tab Administrative Function Find view All First D 1of1 D Last Academic Institution ELccc a College af Lake County Administrative Function a Default Comm Key No Default Find View All First Cl 4 or 4 LH Default Comm Key Print Comment Description Activity Completed Short Desc JUnsuccessful Outcome Category Context Comm Key Duration Method Direction Letter Code USER 3C GROUPS SUMMARY DEFAULTS Below is a screen display showing the fields available for setting defaults in the User 3C Groups Summary Defaults tab Oper
38. Goldmann Jana Graded Language English as a Freshman Yee Sus Second Lang Becin gu s imd Esse x a ana Ba Information Technology n v Hs Ies yi ul 6 02715983 Hillebirand Elbileen A Aa oes TOT Cazubed Veure omet Specialist Freshman Hill information Technalegs T0451212 Horton Sandia Dr BAT B38 DBO2 Graded Mursing Registered Nursing Freshman 3 Nursing Administrattve Office Systems BHD GIE HoganMalhew Lee Hal SZU r325 Graded uenaral Office Administr ative Freshman A Administraeve Office Systems A amp BisTant Cart Adminai fr Sits PRINTING OPTION 1 FILE gt PRINT 1 Select File from the main menu in Microsoft Internet Exlorer 2 Select Print Mfindows Internet Explorer Edit iew Favorites Tools Hell New Tab Ctrl T New Window Chri h Open Lil Edit with Microsoft Office Word Have EHS Save Ags Close Tab Cirle Page Setup Ctrl P The Print window displays 3 Click the Print button to send the roster to the printer Printing September 2008 fr 10 2 Ke PeopleSoft 9 0 Basics amp print General Options Select Printer B 2 Add Printer Adobe PDF DELL5110 DELLS110cn HP LaserJet Color Ke L gt Status Ready C Print to file Location Comment Page Range All Number of copies 1 4 Pages 1 llat Enter either a single page number or a single 2 page range For example 5 1 mmm ER Sa EES Note Any prin
39. LT LIST If your search criterion matches a large number of records they may be displayed in a subdivided list In these cases your list will be distributed on more than one page 4 Using the Search Function e September 2008 gt 9 11 Below is an example of a subdivided search result In this example we have returned a list of 122 records which has been subdivided into two lists The first list contains 100 records and the second list contains 22 records Search Results View All 1 100 of 122 See Academic Institution Subject Area Catalog Nbr Campus Course ID Description Shows CLECE ADE 1 CLC 000030 Adult Basic Education Subdivision CECCC ADE 1 CLE 006541 Adult Basic Education of Lists ELEME ADE Fi CLE 000031 Adult Basic Education Il CCE ADE 3 SE 000032 Fre GED CULL ADE 4 ELE 000033 GED Preparation D ADE it CERES 000034 GED Preparation Il LLELLE ADE H ILES 000035 Constitution Workshop eech ADE H CEE 000D6E German Headstart GECE C ADE 10 CLC 000037 Basic Skill Ed Program Ee ADE 10 EISE UOUOOUS Basic Skill Educa Program CLOCC ADE 11 CLC 000038 Basic Skills Educ Program Il ECCE ADE 11 CLC 000038 Basic Skills Educa Program Il LIST WITH MESSAGE TO NARROW SEARCH The search function can retrieve up to 300 entries If your search produces more than the 300 maximum numbers of entries the following message will appear at the top of your sea
40. Options Select Printer Add Printer AdobePDF DELLS110 DELLS110cn HP LaserJet v lt gt Staus Ready 7 Print to file Location Comment Find Printer Page Range All Number of copies 1 i Pages 4 e Enter either a single page number or a single a V For example 5 12 page range Fore Cancel PRINTING OPTION 3 RIGHT CLICK 1 Right click anywhere on the roster page A dialogue box appears Select All Create Shorkcut Add to Favorites View Source Encoding ET Append to existing PDF 2 Select Print The print window appears 3 Click Print to print the roster 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 E Printing e September 2008 b ______ __ 10 4 PeopleSoft 9 0 Basics Class Roster Back AOS 112 001 Automated Office Technologies Lecture 5433 Forward Ei Bookmark this page Spring 2008 Regular Academic Session College of Lake County Academic IM this page to Friend Email this page to Friend v Meeting Information 5ave Ba eren As EOWYLUVUZIPIDO IATER ONE EE Eet TEE MESE Times Room Instructor Meeting Dates Topic Mid Term Date Set as Background boss Withdraw Last Day to Complete S an Incomplete T217 Grayslake 01 22 2008 round Campus Lauren LoPresti 05
41. again ta reduce the number af search results View All CG Subject Area Description Adult Basic Education utamative Collision Repair ccauntin Adult Education nthrapala dministrative Office Systems rabic rchitectural Technology Art stranam Utomotive Technology uilding Construction Tech ilo dministrative Office Systems Business Administration Computer Aided Design 4 From the search results list click on the default value you would like for the field The new default value will now be entered in the User Defaults screen In this case we have selected Accounting as our default Subject Area i Setting User Defaults September 2008 b 13 4 Leer Defaults 3 Lser Defaults 4 Enrollment Override Defaults Communication Speed Keys User ID BOVAFY Name Delacluyse Jeanne IM Academic Institution IeLece o College of Lake County Career Group SetlD Facility Group SetiD Academic Career Academic Academic Group Subject Area Term Spring 2008 Academic Program Academic Plan Academic Sub Plan User Defaults 1 User Defaults 2 User Defaults 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys User 3C Groups Summary When setting default values keep in mind that some fields are related to one another For example you may select a default value that is in conflict with one of the original default values in another field When this occurs the original default value will be remov
42. al Aid Progress Units Course Contact Hours oog Course Grading Grading Basis Grade Roster Print 1 Click on the Spell Check icon to the right of the Long Description field The following window will appear since there are no spelling errors If there had been errors you would have had the opportunity to change these errors This is a very handy tool when you are entering or editing data in PeopleSoft Microsoft Internet Explorer E A No misspellings Found 124 254 a ie 2 Click OK lt Newer Features e September 2008 7 1 PeopleSoft 9 0 Basics USING THE DOWNLOAD TO 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 sal 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 Course Attributes Customize Find E amp D 3 Course Course Attribute Attribute Value CURR CQ Curriculum Prefix and Code AOS 225M C AOS228M LELB CQ Lecture Lab 3 0 C 3 hours lecture 0 hours lab RPRT CQ Report Groups TCR CQ Transfer Career and Remedial 2 Hold down your Ctrl key and then press the download icon Note Ifthe d
43. alc Type Actual Units d Academic Progress Units U UU Course Count Financial Aid Progress Units 0 00 Course Contact Hours Note You would want to run Spell Check on any new fields in which you ve entered data that have RE lt Newer Features e September 2008 b 74 b PeopleSoft 9 0 Basics USING NOTIFY BUTTON The Notify button appears on many pages throughout PeopleSoft 9 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 notification Contact Information Addresses Find Vievy ll First 1 af 1 D Last Phone Type IPhone rm Country Preferred a Home v dr n m 1 a E Effective Date 08 08 2007 Wm BEEN Add Status Active ei Country USA a Address Edit Address Notify Button VisalPermit Data Citizenship E Motity e Retresh JElUpdateiDisplay Include History S Correct History 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
44. alog Faculty Search Learning Management 4 Using Self Service e September 2008 fr 14 2 y PeopleSoft 9 0 Basics 15 WORKING WITH FAVORITES IN PEOPLESOFT 9 0 ADDING FAVORITES Once you start working in PeopleSoft 9 0 you will be able to set up Favorites within PeopleSoft the program This is different from previous versions of PeopleSoft which relied on the Favorites tool inside the Microsoft Internet Explorer browser to manage Favorites 1 Navigate to the Community Directory Search page using the path Self Service gt Involvement gt Community Directory Search 2 Click the Add to Favorites link F3 e College of Lake County Home Multichannel Console Add to Favorites Hew Window Help Customize Page sl My Favorites Self Service Community Directory Search Personal Information Payroll and Compensation gt Benefits b Class Search Browse Student Directory Catalog Academic Planning Search By Name gt Enrollment Full Name Last First M gt Campus Finances ee Campus Personal Information SEARCH Advanced Search gt Academic Records Transfer Credit b nvalverment Student Center Directory Type Faculty Center Gradebook View hy Advisees Class Search Browse Course Catalog Community Directory Search Enterprise Learning Campus Community Records and Enrollment Curriculum Management D Sgt p SACR P Wrorklis
45. alue box is left empty there is no default defined for the field These values are usually stored as codes in the system e Default Value appear in the third column and provide text interpretations for the default Interpretations values or codes in the system Setting User Defaults September 2008 gt 13 2 Ke PeopleSoft 9 0 Basics For example in the screen above you will see that the first default value Academic Institution is CLCCC which stands for College of Lake County You will also note that some of the values have been given a default value However other fields have been left blank You set your system defaults to make data entry easier for you To create a default value for a field 1 Click on the tab containing the field for which you would like to create a default value If you are unsure you may need to click on different tabs to locate the field 2 Click on the magnifying glass to the right of the default value box for the field for which you would like to create a default value 4 Uczer Detauite 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys User 3C Groups Summary User ID Name Academic Institution IeLece q College af Lake County Career Group SetiD a Facility Group SetiD a Academic Career Academic Academic Group a Subject Area q Term Spring 2008 Academic Program Academic Plan Academic Sub Plan ll Save User Defaults 1 User Defaults 2 U
46. alue hyperlinks at the bottom of the page If you click on the right facing arrow at the end of the default category tabs H you will now see any additional default value category tabs that are available In this case we can now see the Communication Speed Keys and User 3C Groups Summary tabs Once you click on the right facing arrow Dp you will see a left facing arrow al indicating that the tabs have been expanded To view the original default value category tabs click on the left facing arrow al to the left of the tabs Left Facing Arrow to View El aer Previous Tabs Defaults Communication Speed Keys User 30 Groups Summary User ID Name Academic Institution College of Lake County Career Group SetlD Facility Group SetiD Academic Career Academic Academic Group Subject Area Term Spring 2008 Academic Program Academic Plan Academic Sub Plan E Save LI Field serDefauts Default 3 use Default Value Defaults Communication Speed Keys User 3C Groups Summary Names Values Interpretations Clicking on any of the default value category tabs or links will bring up a screen of available fields Three types of information are available on the User Defaults page e Field Names appear in bold in the first column of the screen and contain the names of the data fields e Default Values appear in the second column and contain the default value for the field if one is defined If the default v
47. ary Internet Files Pages vou view on the Internet are stored in a special Folder For quick viewing later Delete Files Settings SERO History The History Folder contains links bo pages you ve visited For quick access to recently viewed pages Days bo keep pages in history 20 Clear History 5 Colors Fonts anguages Accessibility lt Clearing Your Browser s Caches September 2008 gt sss
48. atalog 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 Search Subject Area ow d Criteria Entered Catalog Nbr begins with Campus begins with Course ID begins with Description begins with Include History Case Sensitive 3 pep See Gear _ pasic searen H Save Search Criteria The system automatically begins searching the database for entries meeting the criteria and will provide you with a list of possible matches or if there is only a single match the page you requested In the example above we want to look up all Automated Office Technologies AOS 112 classes offered at CLC When the search results display there will be an indicator of the number of results meeting your criteria In the example below we have located 2 courses meeting our criteria Search Results View All First EI 1 2 of 2 n Last Arcaute LIDNEKOZUEEIELSI BENi pame MET H EE eur BE ILI IHS Ski IU Ey ZE LEC 0044o Automated Office Technologies AOS dee CLE 0044o CaomputerBasics eafbware Apps 4 To see additional information on the first class simply click on any one of the hyperlinks CLCCC AOS 112 CLC 004748 or Automated Office Technologies in the first row lt Using the Search Function e September 2008 P
49. ator Group Summary Institution Description Inquiry Indicator Update Indicator College of Lake County Admissions College of Lake County Faculty Advisor College of Lake County Business Division i Setting User Defaults September 2008 gt 138 E PeopleSoft 9 0 Basics 14 USING SELF SERVICE The Self Service area in PeopleSoft 9 0 contains the following areas Personal Information 2 Payroll and Compensation 3 Benefits 4 Campus Personal Information 5 Involvement The Self Service can be accessed using the main menu and can be used by staff to look up specific information including e Home and mailing e Marital status e W A tax information addresses e Name changes e W 2 reissue request e Phone numbers e Paycheck e Faculty event tracking e Email addresses e Direct deposit e Emergency contacts e Compensation history Horne Add to Favorites Sign aut Self Service Folder Options Ke Self Service gt My Favorites Self Service gt Persanal formation Ble Faculty Center EE Gradebook View My Advisees b Payroll ate compensation Use the Faculty center to manage all oe Create assignments and due dates Access your advisee roster anc b Benefits Your class student and advizee enter grades for assignments and view details including academic gt Campus Personal related activities submit mid term and final grades information class schedules degree Information progress and grades b Involvement Faculty C
50. begins values for a field locate all values beginning with with the numbers 1 and 2 in succession Allows you to enter any part of a field contains a would locate contains any values having the letter a anywhere in the value Must enter an exact match for a field list of possible values The less than operator should be used on fields 345 containing numbers and will return values less than the specified value The greater than operator should be used on fields 2543 containing numbers and will return values greater than the specified value The greater than or equal to operator should be used 2 321 on fields containing numbers and will return values higher than or equal ot the specified value The between operator should be used on fields Between 36 and 45 would containing numbers and will allow you to specify a locate all values equal to between starting number and ending number The result will 36 and 45 as well as all The less than or equal to operator should be used on lt 655 lt fields containing numbers and will return values lower than or equal to the specific value include both numbers specified along with any values in between betweent he specified values lt Using the Search Function e September 2008 gt _____ 9 6 PeopleSoft 9 0 Basics The Academic Institution prompt defaults to CLCCC which is the only valid entry for this field 1 Click on the down arrow sl to the ri
51. ch hyperlink At the top of the Course Catalog window will be a Use Save Search prompt Your saved search Course Catalog AOS and CIT will be in the prompt whenever you enter the Course Catalog component Course Catalog Enter anv infarmatia Saved Search e fields blank for a list of all values Name Find an Existing Vane Sou ew yore Saved Search Criteria Use Saved Search Course Catalog AOS and CIT v Academic Institution Ic Subject Area in w AOS CIT o Catalog Nbr Campus Course ID Description include History Case Sensitive search Clear Basic Search E Save Search Criteria Delete Saved Search 6 To run the search press Enter or click the Search button A search result list will display as seen below Search Results view All few First E 1 78 af 76 D Last Academic Institution Subject Area Catalog Hbr Campus Course ID Description cLecc ADS Wah TLE OO0255 Business Communications OL LL Lo SALI EE AQS ibd HUE d4748 X ComputerBasics Saftware Apps EISE AO EE ELE OO5098 Comprehensive Word Processing EE ADS IA TOE 000261 Machine Transcription CL AO 118 CLUE 000262 Adv word Process Desktop Pub EES AO 118 TUE OO0263 Records Management EEEE ADS JAR ELE OO0265 Business Mathematics lee ADS ee i Bu 000271 Intermediate keyboarding TETEE AOS Kl ELE n275 Computer keyboarding TOTEE ADS dck TLE ng277 Computer keyboar
52. d Correct History checkboxes the default setting will be Include History A description of each of these options follows Search Page Options Function Include History Brings up the record up along with all of the corresponding effective dated rows Past Current and Future Correct History Brings up the record up along with all of the corresponding effective dated rows Past Current and Future Note To make changes to existing effective dated rows you must use correction mode Keep in mind that correction access 1s security driven in the system and therefore most users will not have this capability SEARCH PAGE BUTTONS Below is a table of buttons appearing on search pages along with a description of each Search Processes the search once you have entered search criteria into the search Button fields Note You can execute a search by pressing your Enter key as well Clear Button Clears entered text from all of the edit boxes on the search page without saving so that you can reenter your search criteria Using the Search Function e September 2008 gt 9 10 gt gt PeopleSoft 9 0 Basics SEARCH RESULTS Whenever you execute a search you can expect one of two possible outcomes 1 Go directly to the desired search record search criterion exactly matches a single record 2 Displays a search results list search criterion matches more than one record To access any record
53. demic Standing de View Program Plan da View Student Groups 2 Hew student Groups de View Student Schedule Ze amp amp View Test Scores View Student Groups View Program Plan View Student Schedule View Acad Restr de View Transcript proficiencies etc Add Advisor Comment Add Prog Change Comment Remove ADY Service Indicator CR Steps to Remove Ce Ca Select the 19th or 41st Hour Hold Press the Release Button Add Comments View Comments Remove Service Indicator Confirm by responding OK General Use lt Using 19 41 Hour e September 2008 gt 11 2 S PeopleSoft 9 0 Basics 12 DATA NAVIGATION TABBING BETWEEN FIELDS When you are in a data entry screen you should press your Tab key to move to the next data field 1n the window The Tab key moves you one field at a time in a predetermined sequence in the window To move to the next field press the Tab key again To move backward one field at a time in the window press Shift Tab Note You may also click on any edit box in the page rather than tabbing to it SCROLL AREAS Scroll areas allow you to view one record at a time in a page Each component in the system is made up of one or more scroll areas Each scroll area contains information that is randomly arranged on the screen A scroll area looks like a data entry page with navigation tools in the header Below is an example of a scr
54. der expands You could continue drilling down in the table of contents until you can find a topic of interest There are two other ways to search for information in the PeopleSoft help system 7 Click on the Index tab at the top of the window accessibility features access keys printing list of using accounts quest 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 hasic search pages we lt lt Getting Help September 2008 fr 42 D gt PeopleSoft 9 0 Basics An alphabetical index of keywords or topics appears You can scroll through the list or simply type a keyword into the Search prompt 8 Type Searching in the keyword prompt The window will automatically scroll down to the area of interest 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 FERPA FAMILY EDUCATIONAL RIGHTS AND PRIVACY ACT The College of Lake County is legally obligated to protect the privacy of its students in compliance with the Family Education Rights and Privacy Act FERPA CLC o
55. ding Il TETEE AGS Ma TLE OO0278 Business English Bees AO be TUE OO5096 Keyboard Speedi amp ccuracy Bldg EEEE ADS 178 CLE OO0271 Intermediate keyboarding bo e ADS 199 TUE 0040ra Business Education Elective Ek AO 214 TUE OO5099 Admin Office Procedures Ue AJS EN TUE OO509 Presentation Software EEEE AOS Palla TUE 005317 Integrated Office Projects bo ADS ARa TUE OO0285 Advanced keyboarding CLCCC AOS 225 CLE 000287 Practicum in Secretarial Sci 7 Click on any of the links in the first row in the Search Results The course will now display lt 4 Using the Search Function e September 2008 gt PeopleSoft 9 0 Basics INCLUDE HISTORY AND CORRECT HISTORY FUNCTIONS Many of the search pages contain the Include History check box as in the screen below 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 Academic Institution se CLECE Subject Area Ip CTT AO Catalog Nbr begins with ze Campus begins with ze Course ID begins with ze Description begins with ze include History Case Sensitive search Clear Basic Search EI Save Search Criteria This check box is available for effective dated records You may see a Correct History checkbox in some search screens as well You can select one of these options they are mutually exclusive for a search or leave them blank If you check both the Include History an
56. ed and you will need to re enter a default value that is appropriate i Setting User Defaults September 2008 gt 135 PeopleSoft 9 0 Basics FIELDS WITH DEFAULTS VALUE OPTIONS In the following section we will look at the specific fields for which you can set defaults Note Please keep in mind that your default pages may appear different than the 1mages on these pages USER DEFAULTS 1 Below is a screen display showing the fields available for setting defaults in the User Defaults 1 tab USER DEFAULTS 2 Academic Institution ELECE D Career Group SetlD Facility Group SetiD Academic Career Academic Group Subject Area Term Academic Program Academic Plan Academic Sub Plan Below is a screen display showing the fields available for setting defaults in the User Defaults 2 tab SetiD Aid Year Business Unit CLC Application Center Recruiting Center Cashier s Office Department Admit Type Campus Institution Set CLCCC g Setting User Defaults September 2008 gt 13 6 PeopleSoft 9 0 Basics USER DEFAULTS 3 Below is a screen display showing the fields available for setting defaults in the User Defaults 3 tab Academic Level Application Method Last School Attended Graduation Date Housing Interest Financial Aid Interest External Acad Data Defaults Transcript Type Transcript Revd Data Source Transcript Revd Medium USER DE
57. 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 Understanding SENS date uniquely identifies enrollment requests El Understanding Search Pages Elusing Search Pages to Retrieve Data ES Working With Pages ES Working With Processes and Reports ES Using Workflow LO Using PeopleSoft Navigator A search record is the list of defined search keys that help you locate data The search keys are the El Using Keys and Search Pages 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 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 ane for na 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 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 of the component with a different search record The Setting User Preferences fol
58. enessneeet 3 15 ET TING HELP irae soc ais E asco secs cases rsuccseuassusteciasssessucocsessauexseseacsusiveisseess 4 1 FERPA FAMILY EDUCATIONAL RIGHTS AND PRIVACY ACTA 4 3 Ska OPENING KG AH 5 1 NEW WINDOW FUNC TON WE 5 1 TIPS FOR USING THE NEW WINDOW FUNCTION eege egeeegeeueeeegegE ee n ne ou Ree pares 5 2 6 IDENTIFYING TYPES OF DATA ENTRY ELEMENTS seseccsssocccssssooccessssoocecssssoccessssoscees 6 1 TYPES OF DATA ENIRY HELDS E 6 1 REQUIRED DATA ENIRY FIELDS ees 6 2 College of Lake County i Professional Development Center September 2008 a PeopleSoft 9 0 Basics f AA TN a DR E 7 1 USINGSPECEC HECKIN LEE 7 1 USING THE DOWNLOAD TO EXCEL BPUNCTION 6 vscscacsciescossecencuecctenceasenenctenctvennectescencexenedeaesten ceases 7 2 I ee PEU dos r 7 3 Bn TOS Te Nc BUTION m 7 5 8 USING PAGE ACTIONS TO VIEW DOA VE 8 1 PAGE ACHONBUTTON iieri E E E E E E EE 8 1 a a ENEE ee 8 2 9 USING THE SEARCH EUNC TION bai cesscisccssvsetessivestesetevesvevasovsceuivistaocsveitateivveivavesstacenivavieeaveieiss 9 1 NSN GE aR Ce ee 9 DASIC SETRCHL EEN 9 heen 9 5 Sy S AERIS dieses ETT 9 8 INCLUDE HISTORY ANDCORRECTHISTIORYPRUNCTIONS nnn 9 10 SEARCHPACGE BUTTONS E 9 10 SPARC HRES UCI oen E E E ee E S 9 11 SINGLE COE OVEN SEARCH RESUL eege 9 11 SUBDIVIDED SFARCH RESULT LIS T ironi ioen PR erent errr t
59. enter DM ZZ 1 1 I OO Gradebook a Personal Information f s Payroll and Compensation i Benefits View Mu Advisees Review and update your personal SI Review your pay and compensation Review health insurance savings Class Search information history Update your direct deposit pension or other benefits information Browse Course Cataln E Personal Information Summary and other deduction or contribution Review and update dependent and Drowse LOUTSe Lola Community Director Information beneficiary personal information Gearch Kl View Paycheck i Leave Balances E Compensation History Navigate to your self service information and activities Le T LIT E E I b Records and Enrollment Class Search Browse Course Cataloc b Curriculum Management E Use search criteria to find a class ES Browse the course catalog by Ke gt Got Up SACR subject and review holds and to dos pending E WWworklist to your record b Reporting Tools Personal Data Summary t PeopleTools E Addresses Change My Password Names My Personalizations 18 Mare My System Prafile RET To Involvement QN Community Directory Search My Dictionary Da eee E Make a gift or pledge View history GREEN 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 Wave To Give 1 Myr Involvement i Using Self Service e September
60. ew 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 Personalization Option Default Value Accessibility Features Accessibility features off Excel 87 grid download Ma Time page held in cache gg Multi Language Entry Ma Spell Check Dictionary Lise session language Restore Category Defaults OK Cancel lt Personalizations September 2008 gt 63 gt gt PeopleSoft 9 0 Basics 17 CLEARING YOUR BROWSER S CACHE As you access Internet pages including PeopleSoft pages they get stored in a temporary file As these files tend to build up over time every so often you will want to clear out theses temporary Internet folders otherwise known as your cache This should be done on a periodic basic We
61. ffers on line training in FERPA To access the on line FERPA training 1 Bring up Internet Explorer You can click on the Internet Explorer icon amp in your taskbar 2 Type http clcweb clcillinos edu 3 Press the Go button or press Enter 4 Type in your Network User Name followed by clcillinois edu and press Tab Type in your Network Password and press Tab 6 Click on the OK button or press Enter A Connect to gandalf clcillinois edu KEN User name Password Remember my password cL d lt Getting Help e September 2008 gt 43 Ke PeopleSoft 9 0 Basics The CLC Intranet page will appear 7 Click on the Professional Development Center link e CLC Intranet Search Intranet Departments Divisions amp Disciplines Directory Governance CLC Public Web Site Faculty amp Staff Resources CLC Administrative Systems Student Administration amp Human Resources PRODUCTION Finance System PRODUCTION otudent Admin amp Human Resources TRAINING Student Self Service PRODUCTION FeopleBaaks Outlook Email Web Access Document Imaging Grayslake Campus Events published weekly by Ed Affairs Human Resources Professional Development 7 rotessianal evelopment Center Academic Quality Impravement Program OI The Professional Development home page will appear 8 Click on the Self Paced Training link on the left side of the page E of Fee ke County
62. ght of the Subject Area prompt 2 Select in 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 Subject Area Catalog Nbr Campus begins with Course ID begins with Description begins with include History Case Sensitive Search Clear Basic Search E Save Search Criteria The in operator allows you to select a list of valid values rather than a single value 3 Click in the Subject Area prompt 4 Type CIT AOS 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 ze Subject Area in aw Catalog Nbr begins with Campus begins with ze Course ID begins with Description begins with ze include History _ Case Sensitive search Clear Basic 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 Conputer Information Technology and Administrative Office Systems classes When using the in operator you must use only valid entries for the field and must deliminate the values with commas Note Defaults like CLCCC are set by the user in User Defaults If not set the user has more repetitive input to do each day See Setting User Defa
63. h string z ance i To use the search function type your search string and press the OK button Note This will be grayed out if there is only a single record X Script Prompt COLLAPSIBLE AREAS Some of the scroll areas can be collapsed entirely and then expanded Scroll areas containing a right pointing triangle P in front of the heading have been collapsed and none of the data in the area will be in view Panels containing a downward pointing triangle are expanded so that all of the data in the panel is in view To collapse an expanded area click the downward pointing arrow to the left of the heading Below are collapsed and expanded versions of the same area Collapsed Panel Left pointing Triangle Expanded Panel M White Ethnicity Detail Disabled Veteran WYA Benefit Fthnic Group Downward pointing Triangle Do not keep pushing the same button repeatedly The system will need time to respond to each request Always wait until the current function completes before pushing the same or additional buttons SEARCHING FOR BIO DEMO DATA IN THE SYSTEM Warning i Data Navigation September 2008 b 12 2 KE PeopleSoft 9 0 Basics included this section as many users will have access to this area To look up people information in the system 1 Click on Campus Community in the menu pagelet 2 Click on Personal Information Student in the submenu 3 Click
64. he Menu pagelet lt d Using the Menus e September 2008 P gt 3 3 PeopleSoft 9 0 Basics OPENING A PAGE FROM THE NAVIGATION MENU 1 Click on Curriculum Management in the Menu pagelet Home WVorklist Add to Favorites Siqn out e 7 Curriculum Management Define Course Catalog and Schedule of Classes manage attendance and grading 2 Course Catalog 2 Maintain course catalog information gt Enterprise Learning gt Campus Community Schedule of Classes Maintain schedule of classes Enrollment Requirements Maintain course requisites gt Student Admissions b Records and Enrollment v Curriculum Management gt Schedule of Classes information Schedule New Course Maintain Schedule of Classes Update Sections of a Class iReview Message Log Enrollment Requisite Summary Enrollment Requirement Summary Course List Summary gt Enrollment Requirements gt Combined Sections gt Facility and Event Information gt Class Roster gt Grading gt Instructor Advisor Information gt Student Financials Combined Sections Create combined section IDs and identify classes to be combined Combined Sections Table identity Combined Sections 2 Facility and Event Information Maintain Facility and Event Information Search for a Facility Class Facility Usage Class Roster View and print class rosters Class Roster Fl
65. he Yes Remove button Main Menu Removal Confirmation you sure you wish to remove this pagelet from your home page nu can add it later by going to the Personalize Home Page Content page Ma Do Mat Remove The Main Menu window will no longer display on the screen Note You should only minimize or close the Main Menu when other menus are visible on the screen 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 ORACLE Personalize Content Layout gt My Favorites gt Self Service gt Enterprise Learning gt Campus Community Student Admissions b Records and Enrollment gt Curriculum Management gt Student Financials gt Set Up SACR Worklist gt Tree Manager gt Reporting Tools gt PeopleTools Change My Password m vy uU My Personalizations My System Profile My Dictionary Note The Menu pagelet displays all folders available to the current user The folders available will vary based on the user s security permissions lt d Using the Menus September 2008 gt 3 2 gt gt PeopleSoft 9 0 Basics DISPLAYING AND HIDING THE MENU PAGELET The Menu pagelet can be displayed expanded or hidden collapsed at any time To c
66. he most current Refresh information is displayed Go to Page Displays when there are several pages that are related to the current page Clicking this Button button opens a new page with a list of related page links WORKING WITH COMPONENTS AND PAGES The system is made up of components and pages Components are the functional areas in the system and consist of multiple pages There are hundreds of different components in the system Some examples of components in the system are User Defaults Course Catalog Student Training History Biographical Student You will have access to components based on your security level in the system Using the Menus e September 2008 P gt ____ 3 11 Ke PeopleSoft 9 0 Basics In the screen below we are looking at the User Defaults component User Defaults 1 User Defaults 2 ser Defaults 3 Lser Defaults 4 Enrollment Override Defaults User ID Name Academic Institution IeLcce O Collage of Lake Courity Career Group SetiD q Facility Group SetiD q Academic Career ACAD a Academic Academic Group Subject Area Term Spring 2006 Academic Program Academic Plan Academic Sub Plan ll Save Leer Defaults 1 User Defaults 2 User Defaults 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys User 3C Groups Summary Components are accessed from the menu lists To reach a given component you will move through a succession
67. ictionary Academic Program a Academic Plan a Academic Sub Plan a Page Links El Save ser Defaults 1 User Defaults 2 User Defaults 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys j Notice that there are five different default value categories that appear as tabs across the top of User Defaults screen e User Defaults 1 e User Defaults 4 e User Defaults 2 e Enrollment Override Defaults e User Defaults 3 There are two additional categories that do not display Communication Speed Keys and User 3C Group Summary To access these areas simply click on the page links at the bottom of the screen or click on the right facing arrow to the left of the page tabs lt Setting User Defaults September 2008 gt 13 PeopleSoft 9 0 Basics In the screen above you can see only the first five default value category tables However all seven of the default value categories appear as links at the bottom of the page Each of these tabs or links includes a different set of fields for which you can set defaults Also notice the right facing arrow KE at the end of the default value category tabs If the right facing arrow H is present in the tabs row it indicates that there are additional tabs that are not shown 3 To see the additional categories of default values press this arrow LD at the end of the tabs and the additional tab will appear or simply click on the default v
68. imilar to an edit box However the box will Active have a down arrow button L within the box Clicking the down arrow button will expand the box to display a list of valid values from which you can select a single option Note Typing the first character or set of characters of a value in a drop down list box will take you to an item in the list that begins with that character s Edit Box Rectangular box for entering data Each field in the system 1s formatted to accept a maximum number of characters Therefore the size of the edit box provides a visual clue about the number of characters that can be entered Some edit boxes have lookup tables associated with them These edit boxes have a magnifying glass icon al to the right of them The magnifying glass indicates that there is a predefined list of valid entries for a given field Date Box Rectangular box with a calendar to the right of it Click on the EE EI calendar icon to view an on line calendar Next click on the proper date to select it Long Edit Box Long rectangular box into which you enter long free form text PS items such as comments Clicking on the up and down arrows z within the box allows you to view additional lines of text that do not fit in the box lt d identifying Types of Data Entry Elements September 2008 P gt 6 1 gt PeopleSoft 9 0 Basics
69. iminates the need to key values for these fields You can simply press Tab and the default value will automatically be entered For example if most CLC students live in Illinois you could set the default value for the State field to IL Even after establishing default values for fields you may override default values at any point during the data entry process by simply typing over existing values For example if you have a student who lives in Wisconsin rather than Illinois you can type WI in the state field and the WI entry will override the default entry of IL Menu E Search gt To view user defaults 1 Click Set Up SACR on the menu b My Favorites 2 Click the User Defaults submenu Self Service gt Enterprise Learning Campus Community The User Defaults component will display as seen below b Student Admission b Records and Enroll User Defaults 1 UserDefaults2 Yser Defaults 3 User Defaults 4 Enrollment Override Defaults ml b Curriculum Manage b Student Financials User ID BDvAFv Name Delacluyse Jeanne M Right facing lt Get Up OACH Academic Institution ELCCC Q Calle Arrow to View User Defaults Career Group SetiD a Additional Tabs b vWorklist BEE o gt Tree Manager Facility Group SetiD Reparting Tools Academic Career ACAD Q Academic PeopleTools Academic Group a Change My Password Geer a Wy Personalizations My System Profile Term Spring 2008 My D
70. in the search results list click any of the hyperlinks for that record When your search criterion matches more than one record you will return one of three search results e Single Column Search Result List for smaller search results lists you will return a list containing a single column of records At the top of the list will be an indicator of the number of records in the list e Subdivided Search Result List for larger search results lists you will return multiple columns of records At the top of the first list will be an indicator of how many total records are contained in the lists and how they are subdivided e List With Message to Narrow Search if the records matching your search criterion exceed 300 you will see a message at the top of the window indicating that you should further refine your search to limit the number of records returned SINGLE COLUMN SEARCH RESULT LIST A single column search result list will appear if the number of records returned 1s relatively small In the example below we can see that the search results list contains 2 entries Search Results Number of Records Indictor Academic Institution Subject Area Catalog Hbr Campus Course ID Description EILDUO AGR ENT ELT 000129 Home Landscape Desuqn DL AGR 199 EE 0038511 Agriculture Elective If the list of records is large enough you may need to use your scroll bar to view all of the associated records SUBDIVIDED SEARCH RESU
71. include History Case Sensitive Search Clear Basic Search E Save Search Criteria Find an Existing Value Add a New Value lt d Using the Menus September 2008 P The page links Course Catalog and Catalog Summary will now be visible in both the Menu and Main Sign out Sign 1 out 12 http PeopleSoft 9 0 Basics 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 1 Click in the Search prompt at the top of the menu pagelet 2 Type enrollment 3 Press Enter Search Prompt Search ed gt My Favorites b Self Service Enterprise Learning gt Campus Community gt Student Admissions Records and Enrollment Curriculum Management gt Student Financials Set Up SACR gt Vynrklist Tree Manager gt Reporting Tools PeopleTools Change My Password My Personalizations My System Profile My Dictionary 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 Search Enter search keywords separated by a space Use quotes far any phrases Far example Cities Cou
72. l Last Name begins with vl First Name begins with ze Term Alternate Key w E l CU Case Sensitive Search Clear Basic Search E Save Search Criteria 5 Click in the Search prompt again 6 Type user defaults 7 Press Enter fuser defauts 2 gt My Favorites D Self Service C Enterprise Learning b gt Campus Community gt Student Admissions The Search screen will display as seen below 8 Click on the Search Tips hyperlink Search Enter search keywords separated by a space Use quotes for any phrases For example Cities Countries United States 9 New Search O Search Within Results luser oa Fina Customize Settings search Tips Hide Summaries Search Results 1 Leer Defaults Define user defaults Hame 5et Up S amp cR LIser Defaults Powered by Ve i y lt d Using the Menus e September 2008 P 3 7 gt gt PeopleSoft 9 0 Basics A list of suggestions for using the Search prompt will display 9 Click on the Return to Search hyperlink Search search Tips Phrases Use quotes around words that make up a phrase For example Stock Option All Words Lise an and ta specify that all words must appear in the results For example Stock Optian and grant Any Words Use an orto specify that any ward must appear in the results For example Stock Option ar banus Return ta
73. lay below shows the page tabs and links associated with the User Defaults component l Page Tabs User Defaults 1 User Defaults 2 User Defaults 3 ser Defaults 4 Enrollment Override Defaults User ID Name Academic Institution ELECE a College of Lake County Career Group SetiD e Facility Group SetiD q Academic Career Academic Academic Group a Subject Area a Term Spring 2006 Academic Program Academic Plan Page Links Academic Sub Plan ll Save Leer Defaults 1 User Defaults 2 User Defaults 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys User 3C Groups Summary Note All pages in a component have the same search record so the prompt in the initial search page will be the same regardless of which page you access first Additionally you will not be prompted to enter new Search criteria as you move from page to page in the component lt Using the Menus September 2008 gt 3 13 gt gt PeopleSoft 9 0 Basics SAVING DATA IN A COMPONENT Pages in a component are treated as a single entity when you try to save data When you save data for a page data stored on all of the pages in the component will be saved Some of the fields in a page may require you to enter data These are the required data entry fields If you have forgotten to enter data that is required the system will prompt you to enter this data
74. lings and substitutions in your passwords e g replacing e with 3 or i with 1 Avoid using passwords that are based on any personal information such as name user ID birthdates addresses phone numbers or relatives names Do not use sample passwords such as the ones included in this guide Think up a phrase or part of a book poem or song and use part of it to form a memorable password For example Only 50 more days until I graduate from SFS would be O50mdulgfSFS All of Gaul is divided into 3 main parts would be AoGidi3mp These guidelines were taken from an e mail composed by Ratnakar Nanavaty 6 27 05 Guidelines for Protecting Passwords Password security is the responsibility of the end user The end user will be held accountable for any misuse of guessed disclosed or compromised passwords Do not share passwords with anyone including supervisors administrative assistants secretaries and technology service providers It is against CLC policy for a technology service provider to request a user s passwords If someone demands a password refer them to this document or have them call someone in the CLC Information Security Office Do not use the CLC Network ID password for any other account or service at CLC or elsewhere Your CLC Network ID password should be unique from any other password used Avoid using the same passwords for CLC accounts as for other non CLC access e g personal ISP acco
75. lue tab will be active 1 Return to the Course Catalog search screen Find an Existing Value Add a Mew Value Academic Institution IcLece Subject Area ow AUS Catalog Nbr begins with 111 Campus begins with CLC Course ID begins with se 000255 Description begins with ze include History _ Case Sensitive search Clear Basic Search B Save Search Criteria You will see two tabs at the top of the window as seen below Find an Existing Value Add a Mew Value 2 Click on the Add a New Value tab lt Newer Features e September 2008 73 PeopleSoft 9 0 Basics A new screen will appear 3 Click the Add button Course Catalog Find an Existing Value Add a New Value Course ID 00000 Find an Existing value Add a New value 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 LEM at the bottom of the page to save your work Note You would want to run Spell Checker on any new fields having this feature Catalog Data Offerings Components GL Interface Course ID ngga Find iew Al First Dia ER Effective Date pzo2 2008 Status Course Offering 4 1 of 4 n Description ET WE Long Description Course Units Hours Courrt Minimum Units 0 00 Last Course of Mult Term Seq F Maximum Units 0 00 Enrollment Unit Load C
76. mail system lt Newer Features e September 2008 gt 75 2 PeopleSoft 9 0 Basics 8 USING PAGE ACTIONS TO VIEW DATA PAGE ACTION BUTTONS The system comes with a number of page actions buttons which are located at the bottom right hand corner of some pages Depending on the function you trying to execute in the system all some combination or none of the page action buttons will appear These page action buttons appear when you e retrieve rows in a table e modify rows in a table or e insert rows in a table Pressing any one of the buttons serves to apply specific rules to the data based on the effective date The button selected will dictate whether you can access certain fields and what you can do with each type of row The table below provides information on each of the page action buttons Button Available Update Display Current and Future only Will not include a JE Update Display Future historical record for the data Can use this option when the effective date 1s greater than or equal to the current row Can use this option when the effective date 1s greater than or equal to the current row When using this option there All existing rows Will update will be no effective date the historical record to reflect restrictions changes Note Access to this function is security dependent Include History Bau id d Future only Will create a Include History history for the record Future
77. ms displayed in the Menu window will depend on the security of each user ORACLE SSS Home Wor klist Add to Favorites Sign out Personalize Content Layout Help Menu Bar Icons Search gt My Favorites Self Service Enterprise Learning t Campus Community Menu Pagelet b Student Admissions Records and Enrollment Default View b Curriculum Management Student Financials gt Set Up SACR b WWorklist Tree Manager gt Reporting Tools PeopleTools Change My Password My Personalizations My System Profile My Dictionary Each window in the PeopleSoft 9 0 system is called a pagelet The Menu pagelet above has three Menu bar icons in the title bar at the top The table below describes the function of each of the Menu bar icons dco Description Minimize L Minimizedthe window Close ES Removes the window from the home page 1 Click the Minimize button Cl in the Menu pagelet The Menu pagelet is no longer visible Only the Menu title bar is visible 2 2 Click on the Maximize button D in the Menu title bar The full menu screen will display again 3 Click on the Close button Ed in the Menu pagelet lt d Using the Menus e September 2008 P gt 3 1 Ke PeopleSoft 9 0 Basics A Removal Confirmation for the Menu pagelet will display 4 Click t
78. ning Do not use your browser s menu commands File New Window feature Doing so merely copies the current HTML code from the parent window rather than opening a new system maintained window session Opening a New Window e September 2008 gt o 5 2 y PeopleSoft 9 0 Basics IDENTIFYING TYPES OF DATA ENTRY ELEMENTS On some pages you will see several types of data entry elements All of the different kinds of data entry elements serve a common purpose to provide you with a simple way to enter and update data in the system You can type directly into some data entry elements such as edit boxes Other data entry elements such as radio buttons and drop down lists require you to select a value from a list of choices Understanding how to use each type of data entry element will help you to use the system more effectively TYPES OF DATA ENTRY FIELDS Data entry elements that are associated with specific database fields include the following Field Type Check Box Small square box that enables or disables an option Typically E you select the check box by clicking within it When you click or an empty check box a check mark appears in the box EN Iv indicating that the option has been enabled To clear the option simply re click in the check box and the check mark will disappear m indicating that the option has been disabled Note Use your spacebar to check and uncheck a check box Drop Down List Box Rectangular box s
79. ntries United States 9 New Search Search Within Results enrollment Find Customize Settings search Tips Hide Summaries Mext Search Results 1 Enrollment Verification Request an Enrollment erificatian report Home Records and Enrallment Enroallment eritications Enroallment serificatian Enrollment Summary View a summary of class enrollment and term statistics for an individual student Home Records and Enrollment Enrallment Summaries Enrallment Summary Enrollment Requirement Summary Review a summary af an enrollment requirement Home Curriculum Management Enrallment Requirements Enrallment Requirement Summary Enrollment Requisite Summary Review a summary af an enrollment requirement group Home Curriculum Management Enrallment Requirements Enrallment Requisite Summary 4 Click on the Enrollment Summary hyperlink lt d Using the Menus e September 2008 P gt 3 6 Ke PeopleSoft 9 0 Basics The Enrollment Summary search screen appears as seen to the right 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 af all values Find an Existing Value Academic Career e Academic Institution begins with w CLCCC a Term q081 g Campus ID begins with vl National ID begins with v
80. oll area for the Course Catalog component EE Navigation Tools Class Sections Find view All First LU 10e D Last Session Regular Academic Session Class Nbr 1012 EA Class Section po Start End Date 0872612003 Efi 2 8 2003 E Component LEc OU Lecture Event ID 000044760 Class Type Enrollment Associated Class Add Fee Campus CLEC T OU CLO Grayslake Campus EDESHORE 4 7 Schedule Print Course Administrator a Iv Student Specific Permissions Academic Organization Busov X amp Business Division Academic Group GI College of Lake County l Dynamic Date Calc Required Holiday Schedule ACAD OU Academic Holiday Schedule Generate Class Mtg Attendance Instruction Mode E al Discussion Lecture I GL Interface Required Primary Instr Section DU Data Navigation September 2008 gt 121 PeopleSoft 9 0 Basics To navigate though the data in the scroll area use the navigation tools in the header A description of each of these navigation tools can be found in the Moving Between Records in a Search List section of this manual However there is one additional tool for navigation in a scroll area the Find function which is described in the table below Button or Function Link Find Brings up a search dialog box where you can type in any combination of words to conduct a search for a particular record Explorer User Prompt Enter searc
81. ollapse the menu pagelet click the E button To re expand the menu pagelet click the SZ P 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 v 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 D 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 a page ORACLE Personalize Content Layout gt My Favorites Self Service gt Enterprise Learning Campus Community Student Admissions Records and Enrollment Curriculum Management gt Student Financials Set Up SACR Worklist gt Tree Manager Reporting Tools My System Profile My Dictionary 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 t
82. ownload function does not work you will need to turn it on using the My Personalizations link in the main menu Refer to pages 7 1 and 7 2 for help with this The File Download window displays as seen below File Download Do you want to open or save this file Mame ps xls EHL Type Microsoft Office Excel 97 2003 Worksheet 616 bytes From scotty cleillinais edu Always ask before opening this type of file harm your computer IF you do nat trust the source do nat open or 9 While files fram the Internet can be useful same Files can potentially save this file What s the risk 3 Click the Open button lt Newer Features e September 2008 gt S72 PeopleSoft 9 0 Basics The Security Alert window may display 4 Click the Yes button Security Alert i Information pou exchange with this site cannot be viewed or b changed by others However there is a problem with the site s security certificate The security certificate was issued by a company you have nat chosen to trust View the certificate to determine whether you want to trust the certifying authority The security certificate date is valid The name on the security certificate ix invalid or does nat match the name of the site Do pou want ta proceed 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 Va
83. rch results list Search Results Only the first 300 results can be displayed Enter more information above and search again to reduce the number of search results 1 100 of 300 D Last Adult Basic Education Automotive Collision Repair Accounting Air Condition amp Refrigeration Adult Education Agriculture Finance amp Credit Anthropology Administrative Office Systems Arabic Architectural Technology Art Astronomy Automotive Technology Building Construction Tech Biology Administrative Office Systems Business Administration Computer Aided Design Continuing Allied Health lt Using the Search Function e September 2008 P gt 9 12 PeopleSoft 9 0 Basics When this kind of search result occurs you should refine your search by adding additional criteria to get a smaller search result MOVING BETWEEN RECORDS IN A SEARCH LIST When your search produces a large number of records your search results list will include navigation functions to allow you so move from record to record in the list Below is a navigation header for a search list View All 1 100 o 158 P Last The table that follows provides a list of each navigation tool along with a description Button or Link View All Allows you to view all records in the search result list on the screen at the same time Note This will be grayed out if the full search result list 1s already displayed First Takes you
84. ser Defaults 3 User Defaults 4 Enrollment Override Defaults Communication Speed Keys User 3C Groups Summary A lookup screen will appear In this screen you will want to look up the values that are acceptable for this field There is security built into the database that ensures that the correct type of data is entered into a field Therefore you cannot simply type in any value of your liking Note The term code is always a four digit code beginning with the number 1 The second and third numbers in the term code are the last two digits of the year The fourth and last digit in the code represents the semester the first semester of the year spring semester is 1 the second semester Summer semester is 2 and the third semester fall semester is 3 For example the fall semester for the year 2008 would be represented by the code 1083 where 08 is the last two digits of the year and 3 is the third semester of the years i Setting User Defaults September 2008 gt 133 gt gt PeopleSoft 9 0 Basics 3 Click on the Lookup button to see a list of acceptable entries for the field gt College of Lake County Home Design Student Administration Specify User Defaults Use User Defaults Lookup Subject Area Academic Institution CLECE Subject Area I ES Academic Organiza po ton N Cancel Basic Lookup Search Results Only the first 300 results can be displayed Enter mare information above and search
85. ssibility features off Explain Excel 87 grid download Time page held in cache Multi Language Entry Mo Spell Check Dictionary Use session language Restore Category Defaults ox cancer 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 S Your Personalizations have been saved 6 Click Return You will return to the Personalizations main window Personalizations September 2008 Dr 16 2 X gt PeopleSoft 9 0 Basics 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 This column lists all of the personalization options available for you to modify The text that appears in the list is a brief description of the option For more information on the option click the Explain link Personalization Option Refers to the initial settings that your administrator has 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 vi
86. t Reporting Tools PeopleTonls Change My Password My Personalizations My System Profile My Dictionary E La 7 Working with Favorites September 2008 P 15 1 gt gt PeopleSoft 9 0 Basics The following window on the right appears The Description field contains the name of the favorite You can edit the description as needed In this case we will keep Course Catalog as the Favorite name qo College of Lake County Home Multichannel Console Add ta Favorites sign aut New Window Help Customize Page 2 Add to Favorites 3 Click the OK button The Page is added to the My Favorites menu item 4 Click on My Favorites in the Menu pagelet You will now see your Favorites including Community Directory Search liv Favorites Community Directory Search Add to Favorites Edit Favorites 5 Click on the Community Directory Search link in My Favorites You will return to the Course Catalog search screen 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 7 Working with Favorites September 2008 P 15 2 Ke PeopleSoft 9 0 Basics Let s add a second favorite l PPP Click on the Change M
87. t Tree Manager gt Reporting Tools PeopleTools Change hy Password My Personalizations de E My Dictionary There are four areas that you can personalize e General Options e Regional Settings e System amp Application Messages e Navigation Personalizations 2 Click on the General Options Personalize Option button Personalizations Delacluyse Jeanne M standard settings are in effect Changes to Personalization settings require you ta log off and lag back on in order ta take effect Personalization Categories Description Personalize Option General Options Personalize Option Regional Settings Personalize Option System amp Application Messages Personalize Option Mavigation Persanalizatians Personalize Option Restore Defaults i Personalizations September 2008 Dr 164 gt gt PeopleSoft 9 0 Basics The following screen will appear Option Category General Options Personalizations Personalization Option Accessibility Features Excel 87 grid download Time page held in cache Explain Multi Language Entry Wl Explain Spell Check Dictionary Use session language wl Explain E E 0000 Ok Cancel 3 Click the down arrow to the right of No in the Excel 97 grid download area 4 Select Yes Optian Category General Options Personalizations Personalization Option Default Value 1 4 le Value Accessibility Features Acce
88. t Summary Course List Summary E gt Enrollment Requirements gt Combined Sections gt Facility and Event Information gt Class Roster gt Grading gt Instructor amp dvisor Information gt Student Financials Combined Sections Create combined section IDs and identify classes to be combined Combined Sections Table identity Combined Sections E Facility and Event Information Maintain Facility and Event Information Search for a Facility ElClass Facility Usage Class Roster View and print class rosters Class Roster Fl Print Class Roster S E rading Maintain grade processing Grade Roster Instructor Advisor Information Maintain instructor and advisor information instructor Schedule E FEGrade Change Audit My Personalizations My System Profile My Dictionary lt d Using the Menus September 2008 P 3 4 b My Favorites gt Self Service gt Enterprise Learning gt Campus Community gt Student Admissions gt Records and Enrollment Curriculum Management v Course Catalog Lourse Latalog gt Enrollment Requirements gt Combined Sections gt Facility and Event Information gt Class Roster gt Grading gt Instructor amp dvisor Information 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
89. te nennen 15 1 RRE RTE T 15 1 SEQUENCING AND EDITING EAVORLEEBS eerte rea PRESE NES Se Mana Sea EN eue exem e erede doe uie esa edo ues 15 2 DECE Ui Cray TN 15 4 19 PERSONALEZATIONS Lucanis E AE AE E N aE 16 1 USING MY EE 16 1 17 CLEARING YOUR BROWSER S EE TE 17 1 College of Lake County i Professional Development Center September 2008 gt PeopleSoft 9 0 Basics 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 system as of 9 01 08 You may notice slight screen differences between those in this manual and the live system if the PeopleSoft system has changed after 9 01 08
90. ted output from Peop pages Wilt 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 22 PRINTER FRIENDLY VERSION Some windows will include a Printer Friendly Version button This button will allow you to preformat the screen to fit on an 8 1 2 x 11 piece of paper 1 While the class roster is displayed scroll to the bottom of the roster 2 Click on the Printer Friendly Version button Enrolled Students Customize ae Grad Pon SE re Basis Career Degree or Certificate 2 E Jososiso Bell Patricia Ann CARER es ee peer 2 0007304 Bone Alva J Graded 3 00 CARER Career Degree or Certificate tee Administrative Assistant Career Degree or Certificate 3 is 0450617 Brita Trucia B Graded 3 00 CARER Business Sophomore Management Supervisio camem 27 Degree or Certificate l Associate Transfer Degree 5 6g 0502232 Hernandez Deisy Graded 3 00 TRANS Sophomore Associate in Arts Madura Cheryl Career Degree or Certificate 6 0525739 Graded 3 00 CARER adm EE CERN Freshman 2 PRINTER FRIENDLY VERSION The printer friendly version of the roster appears on the screen Ee Ee 3 Click Ctrl P The print window appears 4 Click Print to print the roster i Printing September 2008 gt 10 3 gt gt PeopleSoft 9 0 Basics General
91. 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 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 of the component with a different search record lt q Getting Helps September 2008 gt 4 2 PeopleSoft 9 0 Basics The Reference pane displays This is a table of contents which can be used to look up specific help topics 6 Click on Setting User Preferences En Enterprise PeopleTools 8 49 PeopleBook Using PeopleSoft Ee Ken FE Applications LE Home PeopleBooks Enterprise PeopleTools 8 48 Penplebonk Using PeopleSoft Applications Using Keys and Search Pages First d of8 Last Contents aE seant Using Keys and Search Pages Expand all Collapse All Keep TOC synchronized with dacument This chapter provides an overview of keys and search pages and discusses how to use search pages to retrieve data S Enterprise PeopleTools 8 48 PeapleBac E Using Peoplesoft Applications Preface G Working With Browser Based Applicatio rstanding Keys E LH Setting User Preferences SEN m a combination of fields uniquely identifies every table in your PeopleSoft database For L L PEN ae i P dr example the
92. the system for more than 20 minutes Also be sure to always Lock your computer by pressing Ctr1 Alt Delete and choose the Lock Workstation option or log off the system completely when you leave your desk LOGGING OFF OF PEOPLESOFT When you have finished 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 HD ORACLE Personalize Content Layout Home wWorklist Add to Favorites Sign aut Search gt Mv Favorites gt Self Service Enterprise Learning b Campus Community b Student Admissions b Records and Enrollment Curriculum Management Student Financials gt Set Up SACR gt WWorklist Tree Manager My Personalizations My System Profile My Dictionary Note You can sign out whenever the Sign Out link appears in the toolbar There is no need to return to the Home page to sign out Tip If not available open a second window and sign out of it Then close the first window This will bring up the Sign In screen Getting Started e September 2008 P gt 2 7 p PeopleSoft 9 0 Basics MENUS The PeopleSoft 9 0 system uses menus extensively as navigational tools When you first log into PeopleSoft 9 0 the homepage will display as seen below The number of menu ite
93. this manual Otherwise you my want to make the CLC Intranet your home page on your PC so that it will automatically come up when you launch Internet Explorer Instructions on setting up the CLC Intranet as your home page follow SETTING UP THE CLC INTRANET AS YOUR HOME PAGE To make the CLC Intranet page your home page Launch Internet Explorer by clicking on the Internet Explorer icon 2 Click on Tools in the menu bar of Internet Explorer bech File Edit view Favorites 3 Click on Internet Options Getting Started September 2008 P gt 2 5 gt gt PeopleSoft 9 0 Basics 4 In the Internet Options window in the Home page section at the Address line type http clcweb clcillinois edu 5 Click the Apply button 6 Click the OK button General Security cantent Connections Programs Advanced Home page A You can change which page to use For your home pag a Address http clcweb cleillinois edu d Use Current Use Default Use Blank Temporary Internet files Pages you view an Ehe Internet are stored in a special Folder i For quick viewing later Delete Files Settings The History Folder contains links to pages you ve visited Far quick access to recently viewed pages Day s to keep pages in history o Clear History Colors Fonts Languages Accessibility EN LL
94. to meet regulatory and audit requirements This document outlines the guidelines and requirements for choosing managing and protecting strong passwords at CLC One of the most common methods that attackers use to guess passwords is known as a brute force attack In a brute force attack the attacker systematically tries possible passwords until he manages to break into an account Attackers frequently use dictionary files to generate lists of possible passwords Choosing passwords that are easy to remember but hard for an attacker to guess will significantly improve the security of the computer and data The following guidelines should be considered when creating a password Steps 1 3 are Required 1 Atleast eight characters long 2 The first character MUST BE AN ALPHA CHARACTER AND CAPITALIZED 3 Must contain at least one numeric character 4 May contain at least one punctuation or symbol character e g 5 amp _ ch Wl 2 5 Are not trivially derived from the user s CLC Network ID name or a dictionary word lt Getting Started September 2008 P gt 2 2 i gt PeopleSoft 9 0 Basics 10 Avoid using dictionary words in your passwords This includes foreign language words slang jargon and proper names Avoid using passwords that contain words associated with CLC such as lancers Grayslake brandel etc Avoid common misspel
95. ults section of this manual for more information on setting user defaults Using the Search Function September 2008 gt ________ 97 gt gt PeopleSoft 9 0 Basics SAVING SEARCH CRITERIA Once you have conducted a search you may want to save it for future use 1 Click the Save Search Criteria hyperlink 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 Academic institution se CLECE Subject Area in w CTT AO Catalog Nbr begins with Campus begins with Course ID begins with ze Description begins with ze include History Case Sensitive search Clear Basic Search B Save Search Criteria ER The Save Search As window appears as seen below Save Search As Mame the search and then click Save Name of Search Course Catalog AOS and CI The saved search will cantain these values Academic Institution CLECE Subject Area In AOS CIT Catalog Nbr begins with Campus begins with Course ID begins with Description begins with 2 Click in the Name of Search prompt 3 Type Course Catalog AOS and CIT 4 Click the Save button 5 Using the Search Function e September 2008 P 9 8 PeopleSoft 9 0 Basics The Save Search As window display Save Search As Search saved as Course Catalog AO and CIT Return ta Advanced Search 5 Click the Return to Advanced Sear
96. unts free online E mail accounts instant messaging accounts other online services etc This will limit exposure if any of passwords are compromised Avoid storing passwords within applications or using the Remember Password feature e g Netscape Messenger Internet Explorer etc These features typically do not adequately protect passwords and it may be possible for a computer virus or unauthorized user to gain access to this information Do not write passwords down or store them anywhere in the office Do not store passwords in a file on any computer system including PDAs or similar devices without using strong encryption If the account or password may have been compromised report the incident to the CLC Information Security Office and change the password immediately lt d Getting Started e September 2008 P gt 2 3 gt gt PeopleSoft 9 0 Basics Near the top of the page under the Faculty amp Staff Resources section click on the Student Administration amp Human Resources PRODUCTION link on the page amp CLC Intranet Search Intranet Departments Divisions amp Disciplines Directory Governance CLC Public Web Site Faculty amp Staff Resources CLC Administrative Systems student Admin amp Human Resources TRAINING student Self Service PRODUCTION FeopleBonoks Outlook Email Web Access Document Imaging Grayslake Campus Events published weekly by Ed
97. y Password link in the Menu pagelet Click the Add to Favorites link Click the OK button DO 109 Search lity Favorites Community Directory Search Add to Favorites KE Edit Favorites gt Self Service Enterprise Learning gt Campus Community gt Records and Enrollment gt Curriculum Management gt Set Up SACR gt WWorklist Reporting Tools L Pennie oo Change My Password My Fersonalizations My System Profile My Dictionary Select My Favorites in the Menu Pagelet Select the Edit Favorites link under My Favorites in the Menu Pagelet The Edit Favorites page displays Each favorite has 0 for a sequence number This is the default setting that sorts items in alphabetical order To change the sort order you must change the sequence numbers 6 Change the Sequence number for Change My Password to 2 7 Change the Sequence number for Community Directory Search to 1 8 Click the Save button 7 Working with Favorites September 2008 P 15 3 gt gt PeopleSoft 9 0 Basics Edit Favorites Click the Save button after editing or deleting favorites Favorites Customize Find HH First 1 2 of 2 Lm Favorite Sequence number Change hy Password Community Directary Search B See Eie DELETING FAVORITES Let s delete the Change My Password favorite we just created 1 Select Edit Favorites under My Favorites
98. y data is added to the system an historical record for each entry is maintained in the system This provides an audit trail for all additions and changes in the system When editing is done to records in the system the original data is retained in the system The new data is added to the system along with an effective date when the information will go into effect In this manner changes made to a record can be tracked over time Effective dated rows are categorized into the following basic types Effective Datinc Note Only one row can be the current row Data rows that have effective dates earlier than the current data row Data rows that have effective dates later than the system date Using Page Actions to View Data e September 2008 gt _ 8 2 PeopleSoft 9 0 Basics 9 USING THE SEARCH FUNCTION Once you have selected the menu items required to move to the desired area of the system a search page will display You must use search pages in order to locate system data Therefore you must understand how to use the various search functions in the system USING SEARCH CRITERIA Searches can be conducted on a single or multiple database fields If you would like to use a single field for your search you will use a basic search page If on the other hand you would like to use some combination of fields for your search you will use an advanced search page Each component has a search record which is a list of defined

PeopleSoft Basic User Manual - Professional Development Center

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