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Navigation/FAQ’s

Common Navigation Dos’n Dohhn’ts FAQs Where to find What. Navigation/FAQ’s. Topics we will cover today …. The following are some of the basic navigation terms and icons used in PS8. Breadcrumbs Buttons Cache Check boxes Component Edit boxes Change Password Favorites. Hot keys Menu

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Navigation/FAQ’s

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  1. Common Navigation Dos’n Dohhn’ts FAQs Where to find What Navigation/FAQ’s Topics we will cover today … PS Version 8.1

  2. The following are some of the basic navigation terms and icons used in PS8. • Breadcrumbs • Buttons • Cache • Check boxes • Component • Edit boxes • Change Password • Favorites • Hot keys • Menu • Page • Search "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 PS Version 8.1

  3. Breadcrumbs • Located towards the top left corner of the web page. • A string of menu links that represent the navigation used to get to the current page. Breadcrumbs are most useful to help you retrace your steps. PS Version 8.1

  4. Buttons • Click buttons to perform a specific 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) PS Version 8.1

  5. More … Buttons Clear current record, load the next record from the search results (Alt + 3 + ENTER) Clear current record, load the previous record from the search results (Alt + 4 + ENTER) Use this bar toNavigate 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 PS Version 8.1

  6. Last of … Buttons • Hyperlinks • These examples are located at the bottom of the current page. You may click on the hyperlink or the page tab to navigate to the desired page. • can be found on a variety of pages throughout PS8. Hyperlinks PS Version 8.1

  7. Cache • Cache is a temporary storage area for web pages that generally helps to speed your return to a previously viewed web page. • Remember to clear cache often as this simple step can reduce display errors and improve performance. • To clear cache in your browser: • Click on Tools. • Select Internet Options. • In the middle of the General tab <Delete Files> in the Temporary Internet Files Section. • Check the box “Delete all offline content”. • Click <ok> in the Delete Files box and <ok> in the Internet Options box to complete the process. PS Version 8.1

  8. More … Clear Cache If you can't beat your computer at chess, try kickboxing. c) d) e) PS Version 8.1

  9. Check Boxes Check box – “YES” Check box – “NO” PS Version 8.1

  10. Component • A group of related pages that pertain to a specific task. You access components from the menu. Components contain folder tabs with each tab being a specific page. Component Folder Tabs represent pages PS Version 8.1

  11. Edit 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 PS Version 8.1

  12. Change Password • Home > SA Self Service > Personal Portfolio > Tasks > Password Personalization • Click Change Password • Enter current password • Enter new password • Confirm new password • Click • Click , • your password has been changed For security reasons And peace of mind Change your password From time to time … PS Version 8.1

  13. "Enter any 11-digit prime number to continue..." Change Password Navigation: 1) Hyperlink: 2) 3) 4) 5) Enter your new password. 6) Save: 7) PS Version 8.1

  14. Favorites • A tool to bookmark pages that you frequently use. Bookmarks can be organized to facilitate direct access to a component or page. Click here and go directly to the component PS Version 8.1

  15. More … Favorites (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 PS Version 8.1

  16. Hot Keys • A set of keys to assist with navigation using the keyboard. PS Version 8.1

  17. Menu • A navigation list that contains menu headings and links that you click to move throughout the PeopleSoft application. • Hirearchy • Menu Group • Menu • Menu Bar Item • Component Menu Menu Group Menu Bar Items PS Version 8.1

  18. More … Menu • A navigation list that contains menu headings and links that you click to move throughout the PeopleSoft application. Component Menu Bar Item Menu PS Version 8.1

  19. Page • An individual screen for either displaying or entering data. A group of related pages is called a component. Hidden Page(s) (Colored tab) Current Page (White Tab) PS Version 8.1

  20. Search(example using Course Catalog) Advanced Search Multiple search keys Basic Search A single search key 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 PS Version 8.1

  21. FAQ’s and Other Useful Information • How long can I leave the system idle before it logs me off? • If left idle for 45 minutes, the system will log you off. • Are there F-key shortcuts in version 8? • There are shortcuts, but they are somewhat different than version 7. Please see the section on Hot Keys for more specific information. • What is the recommended way to cancel out of a page? • You may click on a tab, a hyperlink, or a breadcrumb to move to another page or component. PS Version 8.1

  22. FAQ’S … • If I am experiencing problems, or just forget what to do, who can I contact for help? • For the Instruction Office Division, there are two avenues to access support related to PeopleSoft questions: • Instructional Mentors: these are the Division Secretaries, ADA’s and a few other selected individuals located off the main campus. Mentors are available to be your first contact regarding a PS8 question or concern. They are a great resource for general navigation pointers and tips, as well as routine process questions and reminders. The mentors can also help you determine if your question should be elevated to the next level, the Functional Specialist. • Functional Specialist: These individuals are here to help when a 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 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 to trouble shoot the problem and determine the best corrective action. PS Version 8.1

  23. More … FAQ’S … • What is cache? And, why should I clear it? • Cache is a temporary storage area for web pages that generally helps to speed your return to a previously viewed web page – until it gets too much history. • Once in a while, you may notice that data displayed on PS8 web pages doesn’t look right. Maybe, data appears out of order, or a row may be duplicated. Many times, clearing your cache will correct display problems and improve performance. PS Version 8.1

  24. More …FAQ’s • What happens when I save data before completing all information in a component? • Unless you populate all required fields within a given page, the system will not allow you to save the data. • Once all required information is input, the data can be saved. Incomplete or missing data that is optional can be updated later. PS Version 8.1

  25. Dos’nDohhn’ts • Do - Use Breadcrumbs and Favorites to quickly move between pages and components. • Do - Fill in all fields denoted by asterisks. These are required fields. • Do - Use F11 to toggle between a full screen view of the browser and its original size. • Do - Be sure to sign out by clicking . • Don’t - Leave a component until you have saved new data by clicking . • Don’t - Leave unsaved data on your workstation for long periods of time while doing offline work. The system times out if left idle for 45 minutes. • Don’t - Close your browser window to exit. Be sure to follow proper sign out steps ( under “Do”) PS Version 8.1

  26. Build Community Student Information Event data SA Self Service Personal portfolio Change password Where to find What • Administer Workforce • Job data • Design Student Admin • User default settings • Manage Student Records • Catalog data • Class schedule data (use) • Class search (inquire) • Enrollment data • Student grades • Palomar Reports • Custom Palomar Reports • Human Resources • Instruction Services • Enrollment Services • Rosters • PeopleTools • Report access • Query PS Version 8.1

  27. Questions??? The end ... PS Version 8.1

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