03/02/04 ps version 8.1 1 navigation/faq’s common navigation common navigation dos’n dohhn’ts...

03/02/0403/02/04 PS Version 8.1PS Version 8.1 11

Navigation/FAQ’sNavigation/FAQ’s

Common NavigationCommon Navigation Dos’n Dohhn’tsDos’n Dohhn’ts FAQsFAQs Where to find WhatWhere to find What

Topics we will cover today …


The following are some of the basic The following are some of the basic navigation terms and icons used in navigation terms and icons used in

PS8.PS8. BreadcrumbsBreadcrumbs ButtonsButtons CacheCache Check boxesCheck boxes ComponentComponent Edit boxesEdit boxes Change PasswordChange Password FavoritesFavorites

Hot keysHot keys MenuMenu PagePage SearchSearch

"I have a spelling checkerIt came with my PC;It plainly marks four my revueMistakes I cannot sea.I've run this poem threw it,I'm sure your pleased too no,Its letter perfect all the weigh,My checker tolled me sew." -Janet Minor


BreadcrumbsBreadcrumbs

Located towards Located towards the top left corner the top left corner of the web page.of the web page.

A string of menu links that represent the A string of menu links that represent the navigation used to get to the current page. navigation used to get to the current page. Breadcrumbs are most useful to help you Breadcrumbs are most useful to help you retrace your steps.retrace your steps.


ButtonsButtons Click buttons to perform a specific Click buttons to perform a specific

operation.operation.

Use to log off of PS8. (Avoid closing the window)

Inserts a row where your cursor is (Alt + 7 + ENTER)

Deletes the row your cursor is on (Alt + 8 + ENTER)

Save data (Alt + 1 + ENTER)

End search, start a new search (Alt + 2 + ENTER)


More … ButtonsMore … Buttons

Clear current record, load the previous record from the search results (Alt + 4 + ENTER)

Use this bar to Navigate between rows ... Find = locate a specific row using a criteria View All = display all rows at once (default = 1 row) First = Go to first row Last = Go to last row

Next row Previous row

Clear current record, load the next record from the search results (Alt + 3 + ENTER)


Last of … ButtonsLast of … Buttons• Hyperlinks

These examples are These examples are located at the bottom of located at the bottom of the current page. You the current page. You may click on the hyperlink may click on the hyperlink or the page tab to or the page tab to navigate to the desired navigate to the desired page.page.

can be found can be found on a variety of pages on a variety of pages throughout PS8.throughout PS8.


CacheCache Cache is a temporary storage area for web pages that Cache is a temporary storage area for web pages that

generally helps to speed your return to a previously generally helps to speed your return to a previously

viewed web page.viewed web page.

Remember to clear cache often as this simple step can Remember to clear cache often as this simple step can

reduce display errors and improve performance.reduce display errors and improve performance.

To clear cache in your browser:To clear cache in your browser:

a)a) Click on Click on ToolsTools..

b)b) Select Select Internet OptionsInternet Options..

c)c) In the middle of the General tab In the middle of the General tab <Delete Files><Delete Files> in in the Temporary Internet Files Section.the Temporary Internet Files Section.

d)d) Check the box Check the box “Delete all offline content”“Delete all offline content”..

e)e) Click Click <ok><ok> in the Delete Files box and in the Delete Files box and <ok><ok> in the in the Internet Options box to complete the process.Internet Options box to complete the process.


More … Clear CacheMore … Clear Cache

c)

d)

e)

If you can't beat your

computer at chess, try

kickboxing.


Check BoxesCheck Boxes

Check box – “YES”

Check box – “NO”


ComponentComponent A group of related pages that pertain to a A group of related pages that pertain to a

specific task. You access components from specific task. You access components from the menu. Components contain folder tabs the menu. Components contain folder tabs with each tab being a specific page.with each tab being a specific page.

Component

Folder Tabs represent

pages


Edit BoxesEdit Boxes

Edit box, not data enterable (grayed out)

Edit box

Edit box with “look up/search”

Edit box with drop down list

Edit box, with calendar lookup


For security

reasons

And peace of mind

Change your passw

ord

From time to

time …

Change PasswordChange Password1. Home > SA Self Service > Personal Portfolio >

Tasks > Password Personalization

2. Click Change Password

3. Enter current password

4. Enter new password

5. Confirm new password

6. Click

7. Click ,

your password has been changed


Change PasswordChange Password

1)

2)

7)

3) 4) 5)Enter your

new password.6)

"Enter any

11-digit

prime

number to

continue..."

Navigation:

Hyperlink:

Save:


FavoritesFavorites A tool to bookmark pages that you A tool to bookmark pages that you

frequently use. Bookmarks can be frequently use. Bookmarks can be organized to facilitate direct access to a organized to facilitate direct access to a component or page.component or page.

Click here and go directly to

the component


More … More … FavoritesFavorites (Located in your browser tool bar)Freezes your Favorites to a frame on the left side of your screen.

Click here and go directly to

the component


Hot KeysHot Keys A set of A set of

keys to keys to assist with assist with navigation navigation using the using the keyboard.keyboard.

Alt + 1 + EnterAlt + 1 + Enter SaveSave

Alt + 2 + EnterAlt + 2 + Enter Return to SearchReturn to Search

Alt + 7 + EnterAlt + 7 + Enter Insert a rowInsert a row

Alt + 8 + EnterAlt + 8 + Enter Delete a rowDelete a row

Alt + Letter + Alt + Letter + EnterEnter

Toggles between folder tabs Toggles between folder tabs and hyperlinksand hyperlinks

Alt + <Alt + < PreviousPrevious

Alt + >Alt + > NextNext

Ctrl + JCtrl + J Opens a PeopleTools Opens a PeopleTools information windowinformation window

EnterEnter Search, Add, OK, LookupSearch, Add, OK, Lookup


MenuMenu A navigation list that contains menu headings and A navigation list that contains menu headings and

links that you click to move throughout the links that you click to move throughout the PeopleSoft application.PeopleSoft application.

HirearchyHirearchy• Menu GroupMenu Group• MenuMenu• Menu Bar ItemMenu Bar Item• ComponentComponent

Menu Group

Menu

Menu Bar Items


More … MenuMore … Menu A navigation list that contains menu headings and links that A navigation list that contains menu headings and links that

you click to move throughout the PeopleSoft application.you click to move throughout the PeopleSoft application.

Component

Menu Bar Item

Menu


PagePage An individual screen for either displaying or entering An individual screen for either displaying or entering

data. A group of related pages is called a data. A group of related pages is called a componentcomponent..

Current Page(White Tab)

Hidden Page(s)(Colored tab)


SearchSearch (example using Course Catalog)(example using Course Catalog)

Basic SearchA single search key

Advanced SearchMultiple search keys

Note:The advanced search will return more narrowly defined data.Note:

The basic search will return the maximum 300 rows of data – additional matching data is not displayed


FAQ’s and Other Useful FAQ’s and Other Useful InformationInformation

How long can I leave the system idle before it logs me off?How long can I leave the system idle before it logs me off?

If left idle for If left idle for 45 minutes45 minutes, the system will log you off., the system will log you off.

Are there F-key shortcuts in version 8?Are there F-key shortcuts in version 8?

There are shortcuts, but they are somewhat different There are shortcuts, but they are somewhat different

than version 7. Please see the section on than version 7. Please see the section on Hot KeysHot Keys for for

more specific information.more specific information.

What is the recommended way to cancel out of a page?What is the recommended way to cancel out of a page?

You may click on a You may click on a tabtab, a , a hyperlinkhyperlink, or a , or a breadcrumbbreadcrumb to to

move to another page or component.move to another page or component.


FAQ’S …FAQ’S … If I am experiencing problems, or just forget what to do, who can I If I am experiencing problems, or just forget what to do, who can I

contact for help?contact for help? For the Instruction Office Division, there are For the Instruction Office Division, there are twotwo avenues to access support avenues to access support

related to PeopleSoft questions:related to PeopleSoft questions:

• Instructional Mentors:Instructional Mentors: these are the Division Secretaries, ADA’s these are the Division Secretaries, ADA’s and a few other selected individuals located off the main campus. and a few other selected individuals located off the main campus. Mentors are available to be your first contact regarding a PS8 question Mentors are available to be your first contact regarding a PS8 question or concern. They are a great resource for general navigation pointers or concern. They are a great resource for general navigation pointers and tips, as well as routine process questions and reminders. The and tips, as well as routine process questions and reminders. The mentors can also help you determine if your question should be elevated mentors can also help you determine if your question should be elevated to the next level, the Functional Specialist.to the next level, the Functional Specialist.

• Functional Specialist:Functional Specialist: These individuals are here to help when a These individuals are here to help when a process or report just doesn’t seem to work like it should. Or, data you process or report just doesn’t seem to work like it should. Or, data you are familiar with just doesn’t seem to look right. Perhaps you can’t are familiar with just doesn’t seem to look right. Perhaps you can’t access a page or report you have in the past. Or, a process seems to access a page or report you have in the past. Or, a process seems to “hang” without ever completing. Your Functional Specialist will help you “hang” without ever completing. Your Functional Specialist will help you to trouble shoot the problem and determine the best corrective action.to trouble shoot the problem and determine the best corrective action.


More … FAQ’S …More … FAQ’S … What is cache? And, why should I clear it?What is cache? And, why should I clear it?

Cache is a Cache is a temporarytemporary storage area for web pages that storage area for web pages that generally helps to speed your return to a previously viewed generally helps to speed your return to a previously viewed web page – until it gets too much history.web page – until it gets too much history.

Once in a while, you may notice that data displayed on PS8 Once in a while, you may notice that data displayed on PS8 web pages doesn’t look right. Maybe, data appears out of web pages doesn’t look right. Maybe, data appears out of order, or a row may be duplicated. Many times, clearing your order, or a row may be duplicated. Many times, clearing your cache will correct display problems and improve cache will correct display problems and improve performance.performance.


More …FAQ’sMore …FAQ’s What happens when I save data before completing all What happens when I save data before completing all

information in a component?information in a component? Unless you populate all Unless you populate all requiredrequired fields within a given fields within a given

page, the system will not allow you to page, the system will not allow you to savesave the data. the data. Once all required information is input, the data can Once all required information is input, the data can

be saved. Incomplete or missing data that is optional be saved. Incomplete or missing data that is optional can be updated later.can be updated later.


Dos’nDos’nDohhn’tsDohhn’ts

Don’tDon’t - Leave a component - Leave a component until you have saved new until you have saved new data by clicking .data by clicking .

Don’tDon’t - Leave unsaved data - Leave unsaved data on your workstation for on your workstation for long periods of time while long periods of time while doing offline work. The doing offline work. The system times out if left idle system times out if left idle for 45 minutes.for 45 minutes.

Don’t Don’t - Close your browser - Close your browser window to exit. Be sure to window to exit. Be sure to follow proper sign out follow proper sign out steps ( under steps ( under “Do”)“Do”)

DoDo - Use Breadcrumbs - Use Breadcrumbs and Favorites to quickly and Favorites to quickly move between pages and move between pages and components.components.

DoDo - Fill in all fields - Fill in all fields denoted by asterisks. denoted by asterisks. These are required fields.These are required fields.

DoDo - Use F11 to toggle - Use F11 to toggle between a full screen between a full screen view of the browser and view of the browser and its original size.its original size.

DoDo - Be sure to sign out - Be sure to sign out by clicking .by clicking .


Where to find WhatWhere to find What Build CommunityBuild Community

• Student InformationStudent Information• Event dataEvent data

SA Self ServiceSA Self Service• Personal portfolioPersonal portfolio

Change passwordChange password

Administer WorkforceAdminister Workforce• Job dataJob data

Manage Student RecordsManage Student Records• Catalog dataCatalog data• Class schedule data (use)Class schedule data (use)• Class search (inquire)Class search (inquire)• Enrollment dataEnrollment data• Student gradesStudent grades

Design Student AdminDesign Student Admin• User default settingsUser default settings

Palomar ReportsPalomar Reports• Custom Palomar ReportsCustom Palomar Reports

Human ResourcesHuman Resources Instruction ServicesInstruction Services Enrollment ServicesEnrollment Services RostersRosters

PeopleToolsPeopleTools• Report accessReport access• QueryQuery


Questions???

03/02/04 ps version 8.1 1 navigation/faq’s common navigation common navigation dos’n dohhn’ts...

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